BetterWealth, LLC
CIK 0001911702 · SAN JOSE, CA · Quarter end: 2026-06-30 · Filed on: 2026-07-22 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$565.3M
2026 Q2
Positions
86
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
79.7%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
DFAC
DIMENSIONAL ETF TRUST
22.3%
DFAX
DIMENSIONAL ETF TRUST
11.8%
VBIL
VANGUARD INSTL INDEX FD
9.1%
AAPL
APPLE INC
8.4%
BIV
VANGUARD BD INDEX FDS
7.1%
EBI
RBB FUND TRUST
6.7%
BSV
VANGUARD BD INDEX FDS
4.2%
AVUV
AMERICAN CENTY ETF TR
3.6%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.