Institutional Manager · CIK 0001911702
BetterWealth, LLC
SAN JOSE, CA · File #028-22349
Latest AUM
$438.6M
Positions
70
Top-10 Concentration
81.8%
Filings
12
Sector Allocation
Filing History
View all filings →- 13F HOLDINGS REPORTQ/E Dec 202570 pos · $438.6M
- 13F HOLDINGS REPORTQ/E Sep 202569 pos · $420.0M
- 13F HOLDINGS REPORTQ/E Jun 202563 pos · $390.4M
- 13F HOLDINGS REPORTQ/E Mar 202561 pos · $356.4M
- 13F HOLDINGS REPORTQ/E Dec 202468 pos · $363.0M
- 13F HOLDINGS REPORTQ/E Sep 202463 pos · $338.4M
- 13F HOLDINGS REPORTQ/E Jun 202461 pos · $313.8M
- 13F HOLDINGS REPORTQ/E Mar 202463 pos · $307.0M
- 13F HOLDINGS REPORTQ/E Dec 202349 pos · $248.3M
- 13F HOLDINGS REPORTQ/E Sep 202345 pos · $256.9M
- 13F HOLDINGS REPORTQ/E Jun 202344 pos · $247.1M
- 13F HOLDINGS REPORTQ/E Mar 202339 pos · $222.1M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V708 | 2,801,085 | $110.9M | 25.56% |
| 2 | DIMENSIONAL ETF TRUST | 25434V880 | 1,820,653 | $59.6M | 13.74% |
| 3 | VANGUARD BD INDEX FDS | 921937819 | 464,919 | $36.2M | 8.35% |
| 4 | APPLE INC | AAPL | 132,081 | $35.9M | 8.28% |
| 5 | RBB FUND TRUST | 75526L852 | 582,018 | $32.9M | 7.59% |
| 6 | VANGUARD BD INDEX FDS | 921937827 | 274,869 | $21.7M | 4.99% |
| 7 | CAPITAL GROUP INTL FOCUS EQT | 14019W109 | 555,653 | $16.4M | 3.78% |
| 8 | AMERICAN CENTY ETF TR | 025072877 | 160,295 | $16.3M | 3.77% |
| 9 | AMERICAN CENTY ETF TR | 025072356 | 331,488 | $14.4M | 3.33% |
| 10 | CAPITAL GROUP DIVIDEND VALUE | 14020W106 | 235,393 | $10.3M | 2.37% |
| 11 | CAPITAL GROUP GROWTH ETF | 14020G101 | 205,726 | $9.1M | 2.11% |
| 12 | AMERICAN CENTY ETF TR | 025072604 | 108,672 | $8.4M | 1.93% |
| 13 | DIMENSIONAL ETF TRUST | 25434V781 | 167,429 | $6.4M | 1.47% |
| 14 | DIMENSIONAL ETF TRUST | 25434V765 | 166,572 | $5.3M | 1.22% |
| 15 | DIMENSIONAL ETF TRUST | 25434V831 | 133,529 | $5.1M | 1.17% |
| 16 | ALPHABET INC | GOOG | 16,135 | $5.1M | 1.17% |
| 17 | VANGUARD SCOTTSDALE FDS | 92206C870 | 54,599 | $4.6M | 1.05% |
| 18 | DIMENSIONAL ETF TRUST | 25434V732 | 129,130 | $4.3M | 0.98% |
| 19 | DIMENSIONAL ETF TRUST | 25434V815 | 100,323 | $3.3M | 0.76% |
| 20 | DIMENSIONAL ETF TRUST | 25434V716 | 55,833 | $2.4M | 0.56% |