Holders — by stockHoldings — by fund
BetterWealth, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001911702
$565.3M
disclosed book value
86
positions
22.3%
largest position share
Positions, as of 2026-06-30
top 86 of 86 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | DFACDIMENSIONAL ETF TRUST | 2.8M | $125.9M | 22.3% |
| 2 | DFAXDIMENSIONAL ETF TRUST | 1.8M | $66.6M | 11.8% |
| 3 | VBILVANGUARD INSTL INDEX FD | 682,813 | $51.7M | 9.1% |
| 4 | AAPLAPPLE INC | 164,003 | $47.5M | 8.4% |
| 5 | BIVVANGUARD BD INDEX FDS | 521,246 | $40.0M | 7.1% |
| 6 | EBIRBB FUND TRUST | 582,580 | $37.8M | 6.7% |
| 7 | BSVVANGUARD BD INDEX FDS | 304,624 | $23.7M | 4.2% |
| 8 | AVUVAMERICAN CENTY ETF TR | 163,569 | $20.4M | 3.6% |
| 9 | CGXUCAPITAL GROUP INTL FOCUS EQT | 584,586 | $20.2M | 3.6% |
| 10 | AVREAMERICAN CENTY ETF TR | 347,592 | $16.5M | 2.9% |
| 11 | CGDVCAPITAL GROUP DIVIDEND VALUE | 248,383 | $12.2M | 2.2% |
| 12 | CGGRCAPITAL GROUP GROWTH ETF | 219,968 | $10.4M | 1.8% |
| 13 | AVEMAMERICAN CENTY ETF TR | 104,621 | $10.1M | 1.8% |
| 14 | DISVDIMENSIONAL ETF TRUST | 165,836 | $6.7M | 1.2% |
| 15 | GOOGALPHABET INC | 15,963 | $5.6M | 1% |
| 16 | DIHPDIMENSIONAL ETF TRUST | 164,305 | $5.6M | 1% |
| 17 | DUHPDIMENSIONAL ETF TRUST | 125,450 | $5.2M | 0.9% |
| 18 | DFEMDIMENSIONAL ETF TRUST | 126,772 | $5.2M | 0.9% |
| 19 | VCITVANGUARD SCOTTSDALE FDS | 62,187 | $5.1M | 0.9% |
| 20 | DFSVDIMENSIONAL ETF TRUST | 94,439 | $3.7M | 0.6% |
| 21 | DFSUDIMENSIONAL ETF TRUST | 57,685 | $2.7M | 0.5% |
| 22 | NVDANVIDIA CORPORATION | 11,355 | $2.3M | 0.4% |
| 23 | JNJJOHNSON & JOHNSON | 8,413 | $2.1M | 0.4% |
| 24 | SHOPSHOPIFY INC | 18,317 | $2.1M | 0.4% |
| 25 | VOOVANGUARD INDEX FDS | 2,966 | $2.0M | 0.4% |
| 26 | TSLATESLA INC | 4,557 | $1.9M | 0.3% |
| 27 | VCEBVANGUARD WORLD FD | 26,192 | $1.6M | 0.3% |
| 28 | DFSDDIMENSIONAL ETF TRUST | 32,981 | $1.6M | 0.3% |
| 29 | DFATDIMENSIONAL ETF TRUST | 17,488 | $1.2M | 0.2% |
| 30 | DFSIDIMENSIONAL ETF TRUST | 26,765 | $1.2M | 0.2% |
| 31 | AMATAPPLIED MATLS INC | 1,423 | $1.0M | 0.2% |
| 32 | DFUVDIMENSIONAL ETF TRUST | 18,261 | $1.0M | 0.2% |
| 33 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,826 | $913,712 | 0.2% |
| 34 | AMZNAMAZON COM INC | 3,785 | $902,122 | 0.2% |
| 35 | VEAVANGUARD TAX-MANAGED FDS | 12,579 | $896,235 | 0.2% |
| 36 | DFSBDIMENSIONAL ETF TRUST | 17,042 | $888,081 | 0.2% |
| 37 | MUMICRON TECHNOLOGY INC | 732 | $844,940 | 0.1% |
| 38 | QQQINVESCO QQQ TR | 1,138 | $838,189 | 0.1% |
| 39 | KLACKLA CORP | 2,687 | $810,603 | 0.1% |
| 40 | LLYELI LILLY & CO | 654 | $784,228 | 0.1% |
| 41 | VVVANGUARD INDEX FDS | 2,208 | $759,286 | 0.1% |
| 42 | AMDADVANCED MICRO DEVICES INC | 1,195 | $694,187 | 0.1% |
| 43 | ESEVERSOURCE ENERGY | 9,502 | $686,710 | 0.1% |
| 44 | MSFTMICROSOFT CORP | 1,820 | $678,896 | 0.1% |
| 45 | VTIVANGUARD INDEX FDS | 1,802 | $666,705 | 0.1% |
| 46 | DFSEDIMENSIONAL ETF TRUST | 13,068 | $638,765 | 0.1% |
| 47 | CVXCHEVRON CORPORATION | 3,648 | $604,692 | 0.1% |
| 48 | ADIANALOG DEVICES INC | 1,495 | $593,769 | 0.1% |
| 49 | GOOGLALPHABET INC | 1,528 | $546,184 | 0.1% |
| 50 | LRCXLAM RESEARCH CORP | 1,183 | $512,832 | 0.1% |
| 51 | CSCOCISCO SYS INC | 4,256 | $499,878 | 0.1% |
| 52 | ZYMEZYMEWORKS INC | 18,622 | $486,779 | 0.1% |
| 53 | FNDESCHWAB STRATEGIC TR | 11,261 | $446,836 | 0.1% |
| 54 | WMTWALMART INC | 3,729 | $422,319 | 0.1% |
| 55 | VTVVANGUARD INDEX FDS | 1,838 | $400,555 | 0.1% |
| 56 | SCHFSCHWAB STRATEGIC TR | 14,078 | $389,961 | 0.1% |
| 57 | VBVANGUARD INDEX FDS | 1,248 | $378,265 | 0.1% |
| 58 | MAGSLISTED FDS TR | 5,825 | $374,548 | 0.1% |
| 59 | VXUSVANGUARD STAR FDS | 4,065 | $347,481 | 0.1% |
| 60 | XOMEXXON MOBIL CORP | 2,537 | $346,880 | 0.1% |
| 61 | VIGVANGUARD SPECIALIZED FUNDS | 1,445 | $342,011 | 0.1% |
| 62 | CATCATERPILLAR INC | 318 | $338,638 | 0.1% |
| 63 | FNDXSCHWAB STRATEGIC TR | 10,652 | $331,277 | 0.1% |
| 64 | SCHXSCHWAB STRATEGIC TR | 10,332 | $304,071 | 0.1% |
| 65 | JPMJPMORGAN CHASE & CO | 905 | $296,234 | 0.1% |
| 66 | WFCWELLS FARGO & CO | 3,526 | $291,389 | 0.1% |
| 67 | SPYSTATE STR SPDR S&P 500 ETF T | 381 | $284,519 | 0.1% |
| 68 | LRGFISHARES TR | 3,756 | $284,066 | 0.1% |
| 69 | AVBHAVIDBANK HLDGS INC | 8,484 | $280,227 | 0% |
| 70 | AVGOBROADCOM INC | 737 | $278,402 | 0% |
| 71 | COSTCOSTCO WHOLESALE CORPORATION | 295 | $275,964 | 0% |
| 72 | EXPOEXPONENT INC | 4,667 | $274,233 | 0% |
| 73 | SCHBSCHWAB STRATEGIC TR | 9,469 | $274,222 | 0% |
| 74 | METAMETA PLATFORMS INC | 480 | $270,613 | 0% |
| 75 | QCOMQUALCOMM INC | 1,459 | $269,609 | 0% |
| 76 | SBUXSTARBUCKS CORP | 2,603 | $265,955 | 0% |
| 77 | FNDFSCHWAB STRATEGIC TR | 4,731 | $249,608 | 0% |
| 78 | USBUS BANCORP | 4,091 | $247,096 | 0% |
| 79 | AMGNAMGEN INC | 678 | $245,517 | 0% |
| 80 | IWVISHARES TR | 551 | $234,946 | 0% |
| 81 | PCGPG&E CORP | 13,731 | $230,955 | 0% |
| 82 | VGSRMANAGER DIRECTED PORTFOLIOS | 19,911 | $226,687 | 0% |
| 83 | SPTSSPDR SERIES TRUST | 7,796 | $226,162 | 0% |
| 84 | IWMISHARES TR | 734 | $220,534 | 0% |
| 85 | PHGKONINKLIJKE PHILIPS N V | 8,039 | $218,580 | 0% |
| 86 | VEUVANGUARD INTL EQUITY INDEX F | 2,426 | $203,164 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.