Betterwealth, Llc Portfolio Stock Holdings
According to the SEC 13F filed on July 22, 2026, Betterwealth, Llc disclosed 86 stock positions valued at approximately $565.26M as of quarter-end June 30, 2026. The largest holdings include DIMENSIONAL ETF TRUST, DIMENSIONAL ETF TRUST, and APPLE INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 86
- Portfolio Value
- $565.26M
Holdings by Sector
Betterwealth, Llc Portfolio Holdings in Q2 2026
83 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | DFAC | Other | 22.27% | 2,837,675 | +7,166 | +0.25% | $125,879,257 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 11.79% | 1,808,735 | -13,593 | -0.75% | $66,633,788 |
| APPLE INC | AAPL | Technology | 8.40% | 164,003 | -11,209 | -6.40% | $47,455,927 |
| VANGUARD BD INDEX FDS | BIV | Other | 7.07% | 521,246 | +39,260 | +8.15% | $39,979,568 |
| VANGUARD BD INDEX FDS | BSV | Other | 4.20% | 304,624 | +18,967 | +6.64% | $23,733,234 |
| AMERICAN CENTY ETF TR | AVUV | Other | 3.61% | 163,569 | -187 | -0.11% | $20,406,904 |
| CAPITAL GROUP INTL FOCUS EQT | CGXU | Other | 3.58% | 584,586 | +5,014 | +0.87% | $20,238,367 |
| AMERICAN CENTY ETF TR | AVRE | Other | 2.91% | 347,592 | +8,310 | +2.45% | $16,468,915 |
| CAPITAL GROUP DIVIDEND VALUE | CGDV | Other | 2.17% | 248,383 | +7,824 | +3.25% | $12,240,309 |
| CAPITAL GROUP GROWTH ETF | CGGR | Other | 1.84% | 219,968 | +6,507 | +3.05% | $10,382,490 |
| AMERICAN CENTY ETF TR | AVEM | Other | 1.79% | 104,621 | -4,483 | -4.11% | $10,094,902 |
| DIMENSIONAL ETF TRUST | DISV | Other | 1.18% | 165,836 | -3 | -0.00% | $6,654,988 |
| ALPHABET INC | GOOG | Communication Services | 1.00% | 15,963 | -94 | -0.59% | $5,640,368 |
| DIMENSIONAL ETF TRUST | DIHP | Other | 0.99% | 164,305 | -688 | -0.42% | $5,606,912 |
| DIMENSIONAL ETF TRUST | DUHP | Other | 0.93% | 125,450 | -3,500 | -2.71% | $5,235,019 |
| DIMENSIONAL ETF TRUST | DFEM | Other | 0.91% | 126,772 | -995 | -0.78% | $5,152,029 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 0.91% | 62,187 | +2,319 | +3.87% | $5,139,758 |
| DIMENSIONAL ETF TRUST | DFSV | Other | 0.65% | 94,439 | -2,173 | -2.25% | $3,663,275 |
| DIMENSIONAL ETF TRUST | DFSU | Other | 0.48% | 57,685 | +2,501 | +4.53% | $2,689,870 |
| NVIDIA CORPORATION | NVDA | Technology | 0.40% | 11,355 | -57 | -0.50% | $2,271,929 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.38% | 8,413 | -100 | -1.17% | $2,136,636 |
| SHOPIFY INC | SHOP | Technology | 0.37% | 18,317 | - | - | $2,091,435 |
| VANGUARD INDEX FDS | VOO | Other | 0.36% | 2,966 | -3 | -0.10% | $2,037,078 |
| TESLA INC | TSLA | Consumer Cyclical | 0.34% | 4,557 | -2 | -0.04% | $1,916,674 |
| VANGUARD WORLD FD | VCEB | Other | 0.29% | 26,192 | +817 | +3.22% | $1,643,810 |
| DIMENSIONAL ETF TRUST | DFSD | Other | 0.28% | 32,981 | +2,907 | +9.67% | $1,574,843 |
| DIMENSIONAL ETF TRUST | DFAT | Other | 0.22% | 17,488 | -258 | -1.45% | $1,222,404 |
| DIMENSIONAL ETF TRUST | DFSI | Other | 0.21% | 26,765 | +522 | +1.99% | $1,207,079 |
| APPLIED MATLS INC | AMAT | Technology | 0.18% | 1,423 | - | - | $1,029,042 |
| DIMENSIONAL ETF TRUST | DFUV | Other | 0.18% | 18,261 | - | - | $1,004,529 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.16% | 1,826 | - | - | $913,712 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.16% | 3,785 | +476 | +14.39% | $902,122 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.16% | 12,579 | - | - | $896,235 |
| DIMENSIONAL ETF TRUST | DFSB | Other | 0.16% | 17,042 | +1,386 | +8.85% | $888,081 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.15% | 732 | -1 | -0.14% | $844,940 |
| INVESCO QQQ TR | QQQ | Other | 0.15% | 1,138 | +2 | +0.18% | $838,189 |
| KLA CORP | KLAC | Technology | 0.14% | 2,687 | +2,419 | +902.61% | $810,603 |
| ELI LILLY & CO | LLY | Healthcare | 0.14% | 654 | +2 | +0.31% | $784,228 |
| VANGUARD INDEX FDS | VV | Other | 0.13% | 2,208 | - | - | $759,286 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 0.12% | 1,195 | - | - | $694,187 |
| EVERSOURCE ENERGY | ES | Utilities | 0.12% | 9,502 | +3 | +0.03% | $686,710 |
| MICROSOFT CORP | MSFT | Technology | 0.12% | 1,820 | +379 | +26.30% | $678,896 |
| VANGUARD INDEX FDS | VTI | Other | 0.12% | 1,802 | - | - | $666,705 |
| DIMENSIONAL ETF TRUST | DFSE | Other | 0.11% | 13,068 | +711 | +5.75% | $638,765 |
| CHEVRON CORPORATION | CVX | Energy | 0.11% | 3,648 | -200 | -5.20% | $604,692 |
| ANALOG DEVICES INC | ADI | Technology | 0.11% | 1,495 | -2 | -0.13% | $593,769 |
| ALPHABET INC | GOOGL | Communication Services | 0.10% | 1,528 | -398 | -20.66% | $546,184 |
| LAM RESEARCH CORP | LRCX | Other | 0.09% | 1,183 | +10 | +0.85% | $512,832 |
| CISCO SYS INC | CSCO | Technology | 0.09% | 4,256 | +7 | +0.16% | $499,878 |
| ZYMEWORKS INC | ZYME | Healthcare | 0.09% | 18,622 | +18,622 | +100.00% | $486,779 |
| SCHWAB STRATEGIC TR | FNDE | Other | 0.08% | 11,261 | -718 | -5.99% | $446,836 |
| WALMART INC | WMT | Consumer Defensive | 0.07% | 3,729 | - | - | $422,319 |
| VANGUARD INDEX FDS | VTV | Other | 0.07% | 1,838 | - | - | $400,555 |
| SCHWAB STRATEGIC TR | SCHF | Other | 0.07% | 14,078 | -1,096 | -7.22% | $389,961 |
| VANGUARD INDEX FDS | VB | Other | 0.07% | 1,248 | +18 | +1.46% | $378,265 |
| LISTED FDS TR | MAGS | Other | 0.07% | 5,825 | - | - | $374,548 |
| VANGUARD STAR FDS | VXUS | Other | 0.06% | 4,065 | - | - | $347,481 |
| EXXON MOBIL CORP | XOM | Energy | 0.06% | 2,537 | - | - | $346,880 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.06% | 1,445 | - | - | $342,011 |
| CATERPILLAR INC | CAT | Industrials | 0.06% | 318 | - | - | $338,638 |
| SCHWAB STRATEGIC TR | FNDX | Other | 0.06% | 10,652 | -1,419 | -11.76% | $331,277 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.05% | 10,332 | -1,098 | -9.61% | $304,071 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.05% | 905 | - | - | $296,234 |
| WELLS FARGO & CO | WFC | Financial Services | 0.05% | 3,526 | - | - | $291,389 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.05% | 381 | - | - | $284,519 |
| ISHARES TR | LRGF | Other | 0.05% | 3,756 | - | - | $284,066 |
| BROADCOM INC | AVGO | Technology | 0.05% | 737 | - | - | $278,402 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.05% | 295 | - | - | $275,964 |
| EXPONENT INC | EXPO | Industrials | 0.05% | 4,667 | +1 | +0.02% | $274,233 |
| SCHWAB STRATEGIC TR | SCHB | Other | 0.05% | 9,469 | - | - | $274,222 |
| META PLATFORMS INC | META | Communication Services | 0.05% | 480 | +3 | +0.63% | $270,613 |
| QUALCOMM INC | QCOM | Technology | 0.05% | 1,459 | +6 | +0.41% | $269,609 |
| STARBUCKS CORP | SBUX | Consumer Cyclical | 0.05% | 2,603 | - | - | $265,955 |
| SCHWAB STRATEGIC TR | FNDF | Other | 0.04% | 4,731 | -550 | -10.41% | $249,608 |
| US BANCORP | USB | Financial Services | 0.04% | 4,091 | +3 | +0.07% | $247,096 |
| AMGEN INC | AMGN | Healthcare | 0.04% | 678 | +2 | +0.30% | $245,517 |
| ISHARES TR | IWV | Other | 0.04% | 551 | - | - | $234,946 |
| PG&E CORP | PCG | Utilities | 0.04% | 13,731 | - | - | $230,955 |
| MANAGER DIRECTED PORTFOLIOS | VGSR | Other | 0.04% | 19,911 | +996 | +5.27% | $226,687 |
| SPDR SERIES TRUST | SPTS | Other | 0.04% | 7,796 | - | - | $226,162 |
| ISHARES TR | IWM | Other | 0.04% | 734 | +734 | +100.00% | $220,534 |
| KONINKLIJKE PHILIPS N V | PHG | Healthcare | 0.04% | 8,039 | +287 | +3.70% | $218,580 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 0.04% | 2,426 | +2,426 | +100.00% | $203,164 |