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Disclosery

13F-HR filed by BetterWealth, LLC

BetterWealth, LLC filed this 13F-HR for the quarter ended 2025-09-30, filed 2025-10-21, with 69 holding rows worth $420,029,121.

Accession
0001911702-25-000002
Filer
CIK 1911702
Filed
2025-10-21
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q3 2025

A holdings report, 69 entries on the cover page, a total value of $420,029,121 stated on the cover page (in dollars after the unit check, H1), rows summing to $420,029,121 with VALUE read as dollars as filed, 13F file number 028-22349. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
DIMENSIONAL ETF TRUST25434V708US CORE EQUITY 22,777,126$107,113,762dollars as filed
DIMENSIONAL ETF TRUST25434V880WORLD EX US CORE1,801,189$56,521,324dollars as filed
Vanguard Intermediate-Term Bond ETF921937819SHS440,389$34,389,977dollars as filed
Apple Inc037833100COM132,793$33,813,024dollars as filed
RBB FUND TRUST75526L852LONGVIEW ADVANTG586,082$32,147,877dollars as filed
Vanguard Short-Term Bond ETF921937827SHS260,446$20,551,826dollars as filed
CAPITAL GROUP INTL FOCUS EQT14019W109SHS CREAT UNIT534,884$15,843,264dollars as filed
Avantis US Small Cap Value ETF025072877SHS151,311$15,060,016dollars as filed
AMERICAN CENTY ETF TR025072356REAL ESTATE ETF316,649$14,084,558dollars as filed
CAPITAL GROUP DIVIDEND VALUE14020W106SHS CREAT UNIT223,209$9,381,474dollars as filed
CAPITAL GROUP GROWTH ETF14020G101SHS CREAT UNIT201,332$8,842,501dollars as filed
Avantis Emerging Markets Equity ETF025072604SHS105,487$7,923,129dollars as filed
Dimensional International Sm Cp Val ETF25434V781SHS169,837$6,061,466dollars as filed
DIMENSIONAL ETF TRUST25434V831US HIGH PROF ETF135,665$5,124,066dollars as filed
DIMENSIONAL ETF TRUST25434V765INTL HIGH PROFIT168,351$5,117,043dollars as filed
Vanguard Intermediate-Term Corporate Bond ETF92206C870SHS50,254$4,226,847dollars as filed
DIMENSIONAL ETF TRUST25434V732EMERGING MKTS CO131,000$4,201,177dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM16,334$3,978,257dollars as filed
DIMENSIONAL ETF TRUST25434V815US SMALL CAP ETF103,033$3,280,572dollars as filed
DIMENSIONAL ETF TRUST25434V716US SUSTAINABILTY62,308$2,646,393dollars as filed
Tesla Motors, Inc88160R101COM4,523$2,011,469dollars as filed
Johnson & Johnson478160104COM9,694$1,797,451dollars as filed
Vanguard S&P 500 ETF922908363COM2,765$1,693,231dollars as filed
NVIDIA Corp67066G104COM8,649$1,613,644dollars as filed
Vanguard 0-3 Month Treasury Bill922040845COM20,626$1,559,635dollars as filed
Vanguard ESG U.S. Corporate Bond ETF921910691SHS23,195$1,489,119dollars as filed
EVERSOURCE ENERGY COM30040W108Stock18,987$1,350,735dollars as filed
DIMENSIONAL ETF TRUST25434V864SHOR DUR FIX ETF24,505$1,180,896dollars as filed
DIMENSIONAL ETF TRUST25434V690INTERNATIONAL28,613$1,171,690dollars as filed
DIMENSIONAL ETF TRUST25434V609US TARGETED VLU19,662$1,144,498dollars as filed
Berkshire Hathaway Inc084670702COM1,836$923,030dollars as filed
DIMENSIONAL ETF TRUST25434V724US MKTWIDE VALUE18,641$833,059dollars as filed
DIMENSIONAL ETF TRUST25434V674GLOBAL SUSTAINA14,651$780,443dollars as filed
Amazon.com, Inc023135106COM3,381$742,366dollars as filed
INVESCO QQQ TR46090E103COM1,173$704,369dollars as filed
Microsoft Corp594918104COM1,213$628,412dollars as filed
DIMENSIONAL ETF TRUST25434V682EMER MARK SU ETF14,459$594,130dollars as filed
Chevron Corporation166764100COM3,762$584,201dollars as filed
ISHARESRUSSELL1000GROWTHETF464287614STOK1,096$513,183dollars as filed
Eli Lilly and Company532457108COM592$451,569dollars as filed
LISTED FDS TR53656G498ROUN MA SEVE ETF5,825$377,810dollars as filed
META PLATFORMS INC CL A30303M102COM495$363,681dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM1,477$359,142dollars as filed
EXPONENT INC30214U102COM4,687$325,653dollars as filed
Vanguard Value ETF922908744SHS1,728$322,255dollars as filed
Walmart Inc.931142103COM3,102$319,667dollars as filed
Qualcomm Incorporated747525103COM1,914$318,413dollars as filed
VANGUARD STAR FDS921909768COM4,215$309,603dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS5,153$308,768dollars as filed
Wells Fargo & Company949746101COM3,538$296,555dollars as filed
Applied Materials,Inc.038222105COM1,437$294,272dollars as filed
Cisco Systems,Inc.17275R102COM4,281$292,888dollars as filed
Netflix, Inc64110L106COM244$292,536dollars as filed
KLA CORP482480100COM268$288,736dollars as filed
SPY78462F103SHS426$283,793dollars as filed
Intuit Inc.461202103COM412$281,359dollars as filed
iShares Core S&P Total U.S. Stock Market ETF464287150SHS1,845$268,724dollars as filed
Costco Wholesale Corporation22160K105COM284$262,865dollars as filed
EXXON MOBIL CORP30231G102COM2,194$247,394dollars as filed
SPDR SER TR78468R101PORTFOLIO SH TSR7,796$228,579dollars as filed
VANGUARD INSTL INDEX FD922040852ULTR SHOR TR ETF2,925$221,306dollars as filed
TORONTO DOMINION BK ONT COM NEW891160509Stock2,755$220,262dollars as filed
Starbucks Corporation855244109COM2,599$219,838dollars as filed
AVIDBANK HOLDINGS INC05368J103COMMON STOCK8,484$216,342dollars as filed
JPMorgan Chase & Co46625H100COM675$212,915dollars as filed
KONINKLIJKE PHILIPS N V NY REGIS SHS NEW500472303ADR7,752$211,320dollars as filed
ISHARES TR464287689RUSSELL 3000 ETF551$208,796dollars as filed
PG&E CORP COM69331C108Stock13,731$207,063dollars as filed
MANAGER DIRECTED PORTFOLIOS56170L695VERT GLB SUST RE18,113$192,903dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001911702-25-000002this filing2025-10-21acceptance time not in the bulk data set