13F HOLDINGS REPORT
BetterWealth, LLC
Quarter ended Q3 2025 · Filed October 21, 2025 · Accession 0001911702-25-000002
Total Value
$420.0M
Positions
69
Other Managers
0
Confidential Omitted
No
Holdings (69)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V708 | 2,777,126 | $107.1M | 25.50% |
| 2 | DIMENSIONAL ETF TRUST | 25434V880 | 1,801,189 | $56.5M | 13.46% |
| 3 | VANGUARD BD INDEX FDS | 921937819 | 440,389 | $34.4M | 8.19% |
| 4 | APPLE INC | AAPL | 132,793 | $33.8M | 8.05% |
| 5 | RBB FUND TRUST | 75526L852 | 586,082 | $32.1M | 7.65% |
| 6 | VANGUARD BD INDEX FDS | 921937827 | 260,446 | $20.6M | 4.89% |
| 7 | CAPITAL GROUP INTL FOCUS EQT | 14019W109 | 534,884 | $15.8M | 3.77% |
| 8 | AMERICAN CENTY ETF TR | 025072877 | 151,311 | $15.1M | 3.59% |
| 9 | AMERICAN CENTY ETF TR | 025072356 | 316,649 | $14.1M | 3.35% |
| 10 | CAPITAL GROUP DIVIDEND VALUE | 14020W106 | 223,209 | $9.4M | 2.23% |
| 11 | CAPITAL GROUP GROWTH ETF | 14020G101 | 201,332 | $8.8M | 2.11% |
| 12 | AMERICAN CENTY ETF TR | 025072604 | 105,487 | $7.9M | 1.89% |
| 13 | DIMENSIONAL ETF TRUST | 25434V781 | 169,837 | $6.1M | 1.44% |
| 14 | DIMENSIONAL ETF TRUST | 25434V831 | 135,665 | $5.1M | 1.22% |
| 15 | DIMENSIONAL ETF TRUST | 25434V765 | 168,351 | $5.1M | 1.22% |
| 16 | VANGUARD SCOTTSDALE FDS | 92206C870 | 50,254 | $4.2M | 1.01% |
| 17 | DIMENSIONAL ETF TRUST | 25434V732 | 131,000 | $4.2M | 1.00% |
| 18 | ALPHABET INC | GOOG | 16,334 | $4.0M | 0.95% |
| 19 | DIMENSIONAL ETF TRUST | 25434V815 | 103,033 | $3.3M | 0.78% |
| 20 | DIMENSIONAL ETF TRUST | 25434V716 | 62,308 | $2.6M | 0.63% |
| 21 | TESLA INC | TSLA | 4,523 | $2.0M | 0.48% |
| 22 | JOHNSON & JOHNSON | JNJ | 9,694 | $1.8M | 0.43% |
| 23 | VANGUARD INDEX FDS | 922908363 | 2,765 | $1.7M | 0.40% |
| 24 | NVIDIA CORPORATION | NVDA | 8,649 | $1.6M | 0.38% |
| 25 | VANGUARD INSTL INDEX FD | 922040845 | 20,626 | $1.6M | 0.37% |
| 26 | VANGUARD WORLD FD | 921910691 | 23,195 | $1.5M | 0.35% |
| 27 | EVERSOURCE ENERGY | ES | 18,987 | $1.4M | 0.32% |
| 28 | DIMENSIONAL ETF TRUST | 25434V864 | 24,505 | $1.2M | 0.28% |
| 29 | DIMENSIONAL ETF TRUST | 25434V690 | 28,613 | $1.2M | 0.28% |
| 30 | DIMENSIONAL ETF TRUST | 25434V609 | 19,662 | $1.1M | 0.27% |
| 31 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,836 | $923,030 | 0.22% |
| 32 | DIMENSIONAL ETF TRUST | 25434V724 | 18,641 | $833,059 | 0.20% |
| 33 | DIMENSIONAL ETF TRUST | 25434V674 | 14,651 | $780,443 | 0.19% |
| 34 | AMAZON COM INC | AMZN | 3,381 | $742,366 | 0.18% |
| 35 | INVESCO QQQ TR | IVZ | 1,173 | $704,369 | 0.17% |
| 36 | MICROSOFT CORP | MSFT | 1,213 | $628,412 | 0.15% |
| 37 | DIMENSIONAL ETF TRUST | 25434V682 | 14,459 | $594,130 | 0.14% |
| 38 | CHEVRON CORP NEW | CVX | 3,762 | $584,201 | 0.14% |
| 39 | ISHARES TR | 464287614 | 1,096 | $513,183 | 0.12% |
| 40 | ELI LILLY & CO | LLY | 592 | $451,569 | 0.11% |
| 41 | LISTED FDS TR | 53656G498 | 5,825 | $377,810 | 0.09% |
| 42 | META PLATFORMS INC | META | 495 | $363,681 | 0.09% |
| 43 | ALPHABET INC | GOOG | 1,477 | $359,142 | 0.09% |
| 44 | EXPONENT INC | EXPO | 4,687 | $325,653 | 0.08% |
| 45 | VANGUARD INDEX FDS | 922908744 | 1,728 | $322,255 | 0.08% |
| 46 | WALMART INC | WMT | 3,102 | $319,667 | 0.08% |
| 47 | QUALCOMM INC | QCOM | 1,914 | $318,413 | 0.08% |
| 48 | VANGUARD STAR FDS | 921909768 | 4,215 | $309,603 | 0.07% |
| 49 | VANGUARD TAX-MANAGED FDS | 921943858 | 5,153 | $308,768 | 0.07% |
| 50 | WELLS FARGO CO NEW | 949746101 | 3,538 | $296,555 | 0.07% |
| 51 | APPLIED MATLS INC | 038222105 | 1,437 | $294,272 | 0.07% |
| 52 | CISCO SYS INC | CSCO | 4,281 | $292,888 | 0.07% |
| 53 | NETFLIX INC | NFLX | 244 | $292,536 | 0.07% |
| 54 | KLA CORP | KLAC | 268 | $288,736 | 0.07% |
| 55 | SPDR S&P 500 ETF TR | SPY | 426 | $283,793 | 0.07% |
| 56 | INTUIT | INTU | 412 | $281,359 | 0.07% |
| 57 | ISHARES TR | 464287150 | 1,845 | $268,724 | 0.06% |
| 58 | COSTCO WHSL CORP NEW | 22160K105 | 284 | $262,865 | 0.06% |
| 59 | EXXON MOBIL CORP | XOM | 2,194 | $247,394 | 0.06% |
| 60 | SPDR SERIES TRUST | 78468R101 | 7,796 | $228,579 | 0.05% |
| 61 | VANGUARD INSTL INDEX FD | 922040852 | 2,925 | $221,306 | 0.05% |
| 62 | TORONTO DOMINION BK ONT | TORO | 2,755 | $220,262 | 0.05% |
| 63 | STARBUCKS CORP | SBUX | 2,599 | $219,838 | 0.05% |
| 64 | AVIDBANK HLDGS INC | AVBH | 8,484 | $216,342 | 0.05% |
| 65 | JPMORGAN CHASE & CO. | VYLD | 675 | $212,915 | 0.05% |
| 66 | KONINKLIJKE PHILIPS N V | RYLPF | 7,752 | $211,320 | 0.05% |
| 67 | ISHARES TR | 464287689 | 551 | $208,796 | 0.05% |
| 68 | PG&E CORP | PCG-PX | 13,731 | $207,063 | 0.05% |
| 69 | MANAGER DIRECTED PORTFOLIOS | 56170L695 | 18,113 | $192,903 | 0.05% |