Institutional Manager · CIK 0001911702

BetterWealth, LLC

SAN JOSE, CA · File #028-22349

Latest AUM

$438.6M

Positions

Top-10 Concentration

81.8%

Filings

Portfolio Value Over Time

2024-03

2024-06

2024-09

2024-12

2025-03

2025-06

2025-09

2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

Action	Issuer	Ticker / CUSIP	Δ Shares	Flow ($)	Price Effect
ADD	VANGUARD BD INDEX FDS	921937819	+24,530	+$1.9M	-$92,481
ADD	VANGUARD BD INDEX FDS	921937827	+14,423	+$1.1M	-$26,046
ADD	DIMENSIONAL ETF TRUST	25434V708	+23,959	+$948,537	+$2.8M
ADD	AMERICAN CENTY ETF TR	025072877	+8,984	+$916,186	+$370,632
ADD	AMERICAN CENTY ETF TR	025072356	+14,839	+$645,942	-$300,817
ADD	DIMENSIONAL ETF TRUST	25434V880	+19,464	+$637,057	+$2.4M
ADD	CAPITAL GROUP INTL FOCUS EQT	14019W109	+20,769	+$613,724	-$37,442
ADD	CAPITAL GROUP DIVIDEND VALUE	14020W106	+12,184	+$531,710	+$359,367
EXITED	ISHARES TR	464287614	-1,096	-$513,183	$0
ADD	VANGUARD SCOTTSDALE FDS	92206C870	+4,345	+$363,893	-$18,082

Sector Allocation

Technology

9.2%$40.3M

Consumer Discretionary

0.7%$2.9M

0.6%$2.5M

0.2%$1.1M

0.2%$1.0M

0.2%$923,329

Communication Services

0.1%$536,733

Industrials

0.1%$324,100

Consumer Staples

0.1%$340,442

Filing History

Jan 15, 202613F HOLDINGS REPORTQ/E Dec 202570 pos · $438.6M
Oct 21, 202513F HOLDINGS REPORTQ/E Sep 202569 pos · $420.0M
Jul 14, 202513F HOLDINGS REPORTQ/E Jun 202563 pos · $390.4M
Apr 28, 202513F HOLDINGS REPORTQ/E Mar 202561 pos · $356.4M
Jan 23, 202513F HOLDINGS REPORTQ/E Dec 202468 pos · $363.0M
Oct 22, 202413F HOLDINGS REPORTQ/E Sep 202463 pos · $338.4M
Jul 19, 202413F HOLDINGS REPORTQ/E Jun 202461 pos · $313.8M
Apr 19, 202413F HOLDINGS REPORTQ/E Mar 202463 pos · $307.0M
Oct 24, 202313F HOLDINGS REPORTQ/E Dec 202349 pos · $248.3M

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%