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Disclosery

13F-HR filed by BetterWealth, LLC

BetterWealth, LLC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-01-15, with 70 holding rows worth $438,567,047.

Accession
0001911702-26-000001
Filer
CIK 1911702
Filed
2026-01-15
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, 70 entries on the cover page, a total value of $438,567,047 stated on the cover page (in dollars after the unit check, H1), rows summing to $438,567,047 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 22,801,085$110,894,940dollars as filed
DIMENSIONAL ETF TRUST25434V880WORLD EX US CORE1,820,653$59,589,976dollars as filed
Vanguard Intermediate-Term Bond ETF921937819SHS464,919$36,207,892dollars as filed
Apple Inc037833100COM132,081$35,907,506dollars as filed
RBB FUND TRUST75526L852LONGVIEW ADVANTG582,018$32,932,489dollars as filed
Vanguard Short-Term Bond ETF921937827SHS274,869$21,662,458dollars as filed
CAPITAL GROUP INTL FOCUS EQT14019W109SHS CREAT UNIT555,653$16,419,546dollars as filed
Avantis US Small Cap Value ETF025072877SHS160,295$16,346,834dollars as filed
AMERICAN CENTY ETF TR025072356REAL ESTATE ETF331,488$14,429,683dollars as filed
CAPITAL GROUP DIVIDEND VALUE14020W106SHS CREAT UNIT235,393$10,272,551dollars as filed
CAPITAL GROUP GROWTH ETF14020G101SHS CREAT UNIT205,726$9,148,635dollars as filed
Avantis Emerging Markets Equity ETF025072604SHS108,672$8,369,917dollars as filed
Dimensional International Sm Cp Val ETF25434V781SHS167,429$6,362,292dollars as filed
DIMENSIONAL ETF TRUST25434V765INTL HIGH PROFIT166,572$5,274,506dollars as filed
DIMENSIONAL ETF TRUST25434V831US HIGH PROF ETF133,529$5,078,097dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM16,135$5,063,306dollars as filed
Vanguard Intermediate-Term Corporate Bond ETF92206C870SHS54,599$4,572,658dollars as filed
DIMENSIONAL ETF TRUST25434V732EMERGING MKTS CO129,130$4,271,632dollars as filed
DIMENSIONAL ETF TRUST25434V815US SMALL CAP ETF100,323$3,299,614dollars as filed
DIMENSIONAL ETF TRUST25434V716US SUSTAINABILTY55,833$2,424,847dollars as filed
Tesla Motors, Inc88160R101COM4,480$2,014,746dollars as filed
NVIDIA Corp67066G104COM10,192$1,900,721dollars as filed
Johnson & Johnson478160104COM9,181$1,899,997dollars as filed
Vanguard S&P 500 ETF922908363COM2,766$1,734,642dollars as filed
Vanguard ESG U.S. Corporate Bond ETF921910691SHS25,027$1,592,468dollars as filed
Vanguard 0-3 Month Treasury Bill922040845COM21,002$1,584,181dollars as filed
DIMENSIONAL ETF TRUST25434V864SHOR DUR FIX ETF29,952$1,436,198dollars as filed
DIMENSIONAL ETF TRUST25434V690INTERNATIONAL26,606$1,139,936dollars as filed
DIMENSIONAL ETF TRUST25434V609US TARGETED VLU18,348$1,092,412dollars as filed
EVERSOURCE ENERGY COM30040W108Stock15,499$1,043,548dollars as filed
Berkshire Hathaway Inc084670702COM1,818$913,817dollars as filed
DIMENSIONAL ETF TRUST25434V724US MKTWIDE VALUE18,641$868,477dollars as filed
DIMENSIONAL ETF TRUST25434V674GLOBAL SUSTAINA15,363$795,816dollars as filed
INVESCO QQQ TR46090E103COM1,136$697,994dollars as filed
Amazon.com, Inc023135106COM2,888$666,608dollars as filed
Eli Lilly and Company532457108COM584$627,435dollars as filed
Chevron Corporation166764100COM3,594$547,762dollars as filed
Microsoft Corp594918104COM1,090$527,146dollars as filed
DIMENSIONAL ETF TRUST25434V682EMER MARK SU ETF12,528$519,654dollars as filed
LISTED FDS TR53656G498ROUN MA SEVE ETF5,825$384,217dollars as filed
Applied Materials,Inc.038222105COM1,419$364,745dollars as filed
Walmart Inc.931142103COM3,056$340,442dollars as filed
Vanguard Value ETF922908744SHS1,728$330,031dollars as filed
Cisco Systems,Inc.17275R102COM4,242$326,741dollars as filed
Wells Fargo & Company949746101COM3,505$326,666dollars as filed
KLA CORP482480100COM268$325,271dollars as filed
EXPONENT INC30214U102COM4,666$324,100dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS5,153$321,908dollars as filed
VANGUARD STAR FDS921909768COM4,215$317,948dollars as filed
META PLATFORMS INC CL A30303M102COM472$311,709dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM973$304,657dollars as filed
Micron Technology,Inc.595112103COM1,020$291,118dollars as filed
SPY78462F103SHS425$289,816dollars as filed
Intuit Inc.461202103COM412$272,917dollars as filed
EXXON MOBIL CORP30231G102COM2,152$258,965dollars as filed
Advanced Micro Devices,Inc.007903107COM1,188$254,422dollars as filed
TORONTO DOMINION BK ONT COM NEW891160509Stock2,680$252,456dollars as filed
Qualcomm Incorporated747525103COM1,453$248,536dollars as filed
SPDR SER TR78468R101PORTFOLIO SH TSR7,796$228,267dollars as filed
AVIDBANK HOLDINGS INC05368J103COMMON STOCK8,484$225,335dollars as filed
Costco Wholesale Corporation22160K105COM261$225,071dollars as filed
Netflix, Inc64110L106COM2,400$225,024dollars as filed
PG&E CORP COM69331C108Stock13,731$220,657dollars as filed
Starbucks Corporation855244109COM2,599$218,824dollars as filed
USBANCORPDEL902973304COM NEW4,088$218,136dollars as filed
ISHARES TR464287689RUSSELL 3000 ETF551$213,154dollars as filed
KONINKLIJKE PHILIPS N V NY REGIS SHS NEW500472303ADR7,752$209,924dollars as filed
JPMorgan Chase & Co46625H100COM633$203,965dollars as filed
Lam Research Corporation512807306COM1,173$200,874dollars as filed
MANAGER DIRECTED PORTFOLIOS56170L695VERT GLB SUST RE19,059$198,214dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001911702-26-000001this filing2026-01-15acceptance time not in the bulk data set