13F HOLDINGS REPORT
BetterWealth, LLC
Quarter ended Q4 2025 · Filed January 15, 2026 · Accession 0001911702-26-000001
Total Value
$438.6M
Positions
70
Other Managers
0
Confidential Omitted
No
Holdings (70)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V708 | 2,801,085 | $110.9M | 25.29% |
| 2 | DIMENSIONAL ETF TRUST | 25434V880 | 1,820,653 | $59.6M | 13.59% |
| 3 | VANGUARD BD INDEX FDS | 921937819 | 464,919 | $36.2M | 8.26% |
| 4 | APPLE INC | AAPL | 132,081 | $35.9M | 8.19% |
| 5 | RBB FUND TRUST | 75526L852 | 582,018 | $32.9M | 7.51% |
| 6 | VANGUARD BD INDEX FDS | 921937827 | 274,869 | $21.7M | 4.94% |
| 7 | CAPITAL GROUP INTL FOCUS EQT | 14019W109 | 555,653 | $16.4M | 3.74% |
| 8 | AMERICAN CENTY ETF TR | 025072877 | 160,295 | $16.3M | 3.73% |
| 9 | AMERICAN CENTY ETF TR | 025072356 | 331,488 | $14.4M | 3.29% |
| 10 | CAPITAL GROUP DIVIDEND VALUE | 14020W106 | 235,393 | $10.3M | 2.34% |
| 11 | CAPITAL GROUP GROWTH ETF | 14020G101 | 205,726 | $9.1M | 2.09% |
| 12 | AMERICAN CENTY ETF TR | 025072604 | 108,672 | $8.4M | 1.91% |
| 13 | DIMENSIONAL ETF TRUST | 25434V781 | 167,429 | $6.4M | 1.45% |
| 14 | DIMENSIONAL ETF TRUST | 25434V765 | 166,572 | $5.3M | 1.20% |
| 15 | DIMENSIONAL ETF TRUST | 25434V831 | 133,529 | $5.1M | 1.16% |
| 16 | ALPHABET INC | GOOG | 16,135 | $5.1M | 1.15% |
| 17 | VANGUARD SCOTTSDALE FDS | 92206C870 | 54,599 | $4.6M | 1.04% |
| 18 | DIMENSIONAL ETF TRUST | 25434V732 | 129,130 | $4.3M | 0.97% |
| 19 | DIMENSIONAL ETF TRUST | 25434V815 | 100,323 | $3.3M | 0.75% |
| 20 | DIMENSIONAL ETF TRUST | 25434V716 | 55,833 | $2.4M | 0.55% |
| 21 | TESLA INC | TSLA | 4,480 | $2.0M | 0.46% |
| 22 | NVIDIA CORPORATION | NVDA | 10,192 | $1.9M | 0.43% |
| 23 | JOHNSON & JOHNSON | JNJ | 9,181 | $1.9M | 0.43% |
| 24 | VANGUARD INDEX FDS | 922908363 | 2,766 | $1.7M | 0.40% |
| 25 | VANGUARD WORLD FD | 921910691 | 25,027 | $1.6M | 0.36% |
| 26 | VANGUARD INSTL INDEX FD | 922040845 | 21,002 | $1.6M | 0.36% |
| 27 | DIMENSIONAL ETF TRUST | 25434V864 | 29,952 | $1.4M | 0.33% |
| 28 | DIMENSIONAL ETF TRUST | 25434V690 | 26,606 | $1.1M | 0.26% |
| 29 | DIMENSIONAL ETF TRUST | 25434V609 | 18,348 | $1.1M | 0.25% |
| 30 | EVERSOURCE ENERGY | ES | 15,499 | $1.0M | 0.24% |
| 31 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 1,818 | $913,817 | 0.21% |
| 32 | DIMENSIONAL ETF TRUST | 25434V724 | 18,641 | $868,477 | 0.20% |
| 33 | DIMENSIONAL ETF TRUST | 25434V674 | 15,363 | $795,816 | 0.18% |
| 34 | INVESCO QQQ TR | IVZ | 1,136 | $697,994 | 0.16% |
| 35 | AMAZON COM INC | AMZN | 2,888 | $666,608 | 0.15% |
| 36 | ELI LILLY & CO | LLY | 584 | $627,435 | 0.14% |
| 37 | CHEVRON CORP NEW | CVX | 3,594 | $547,762 | 0.12% |
| 38 | MICROSOFT CORP | MSFT | 1,090 | $527,146 | 0.12% |
| 39 | DIMENSIONAL ETF TRUST | 25434V682 | 12,528 | $519,654 | 0.12% |
| 40 | LISTED FDS TR | 53656G498 | 5,825 | $384,217 | 0.09% |
| 41 | APPLIED MATLS INC | 038222105 | 1,419 | $364,745 | 0.08% |
| 42 | WALMART INC | WMT | 3,056 | $340,442 | 0.08% |
| 43 | VANGUARD INDEX FDS | 922908744 | 1,728 | $330,031 | 0.08% |
| 44 | CISCO SYS INC | CSCO | 4,242 | $326,741 | 0.07% |
| 45 | WELLS FARGO CO NEW | 949746101 | 3,505 | $326,666 | 0.07% |
| 46 | KLA CORP | KLAC | 268 | $325,271 | 0.07% |
| 47 | EXPONENT INC | EXPO | 4,666 | $324,100 | 0.07% |
| 48 | VANGUARD TAX-MANAGED FDS | 921943858 | 5,153 | $321,908 | 0.07% |
| 49 | VANGUARD STAR FDS | 921909768 | 4,215 | $317,948 | 0.07% |
| 50 | META PLATFORMS INC | META | 472 | $311,709 | 0.07% |
| 51 | ALPHABET INC | GOOG | 973 | $304,657 | 0.07% |
| 52 | MICRON TECHNOLOGY INC | MU | 1,020 | $291,118 | 0.07% |
| 53 | SPDR S&P 500 ETF TR | SPY | 425 | $289,816 | 0.07% |
| 54 | INTUIT | INTU | 412 | $272,917 | 0.06% |
| 55 | EXXON MOBIL CORP | XOM | 2,152 | $258,965 | 0.06% |
| 56 | ADVANCED MICRO DEVICES INC | AMD | 1,188 | $254,422 | 0.06% |
| 57 | TORONTO DOMINION BK ONT | TORO | 2,680 | $252,456 | 0.06% |
| 58 | QUALCOMM INC | QCOM | 1,453 | $248,536 | 0.06% |
| 59 | SPDR SERIES TRUST | 78468R101 | 7,796 | $228,267 | 0.05% |
| 60 | AVIDBANK HLDGS INC | AVBH | 8,484 | $225,335 | 0.05% |
| 61 | COSTCO WHSL CORP NEW | 22160K105 | 261 | $225,071 | 0.05% |
| 62 | NETFLIX INC | NFLX | 2,400 | $225,024 | 0.05% |
| 63 | PG&E CORP | PCG-PX | 13,731 | $220,657 | 0.05% |
| 64 | STARBUCKS CORP | SBUX | 2,599 | $218,824 | 0.05% |
| 65 | US BANCORP DEL | USB-PS | 4,088 | $218,136 | 0.05% |
| 66 | ISHARES TR | 464287689 | 551 | $213,154 | 0.05% |
| 67 | KONINKLIJKE PHILIPS N V | RYLPF | 7,752 | $209,924 | 0.05% |
| 68 | JPMORGAN CHASE & CO. | VYLD | 633 | $203,965 | 0.05% |
| 69 | LAM RESEARCH CORP | LRCX | 1,173 | $200,874 | 0.05% |
| 70 | MANAGER DIRECTED PORTFOLIOS | 56170L695 | 19,059 | $198,214 | 0.05% |