13F-HR filed by BetterWealth, LLC
BetterWealth, LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-07-22, with 86 holding rows worth $565,263,911.
- Accession
- 0002085853-26-000799
- Filer
- CIK 1911702
- Filed
- 2026-07-22
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 86 entries on the cover page, a total value of $565,263,911 stated on the cover page (in dollars after the unit check, H1), rows summing to $565,263,911 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 filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | 25434V708 | US CORE EQUITY 2 | 2,837,675 | $125,879,257 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V880 | WORLD EX US CORE | 1,808,735 | $66,633,788 | dollars as filed | |
| Vanguard 0-3 Month Treasury Bill | 922040845 | COM | 682,813 | $51,675,288 | dollars as filed | |
| Apple Inc | 037833100 | COM | 164,003 | $47,455,927 | dollars as filed | |
| Vanguard Intermediate-Term Bond ETF | 921937819 | SHS | 521,246 | $39,979,568 | dollars as filed | |
| RBB FUND TRUST | 75526L852 | LONGVIEW ADVANTG | 582,580 | $37,838,967 | dollars as filed | |
| Vanguard Short-Term Bond ETF | 921937827 | SHS | 304,624 | $23,733,234 | dollars as filed | |
| Avantis US Small Cap Value ETF | 025072877 | SHS | 163,569 | $20,406,904 | dollars as filed | |
| CAPITAL GROUP INTL FOCUS EQT | 14019W109 | SHS CREAT UNIT | 584,586 | $20,238,367 | dollars as filed | |
| AMERICAN CENTY ETF TR | 025072356 | REAL ESTATE ETF | 347,592 | $16,468,915 | dollars as filed | |
| CAPITAL GROUP DIVIDEND VALUE | 14020W106 | SHS CREAT UNIT | 248,383 | $12,240,309 | dollars as filed | |
| CAPITAL GROUP GROWTH ETF | 14020G101 | SHS CREAT UNIT | 219,968 | $10,382,490 | dollars as filed | |
| Avantis Emerging Markets Equity ETF | 025072604 | SHS | 104,621 | $10,094,902 | dollars as filed | |
| Dimensional International Sm Cp Val ETF | 25434V781 | SHS | 165,836 | $6,654,988 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 15,963 | $5,640,368 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V765 | INTL HIGH PROFIT | 164,305 | $5,606,912 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V831 | US HIGH PROF ETF | 125,450 | $5,235,019 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V732 | EMERGING MKTS CO | 126,772 | $5,152,029 | dollars as filed | |
| Vanguard Intermediate-Term Corporate Bond ETF | 92206C870 | SHS | 62,187 | $5,139,758 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V815 | US SMALL CAP ETF | 94,439 | $3,663,275 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V716 | US SUSTAINABILTY | 57,685 | $2,689,870 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 11,355 | $2,271,929 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 8,413 | $2,136,636 | dollars as filed | |
| SHOPIFY INC | 82509L107 | CL A SUB VTG SHS | 18,317 | $2,091,435 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 2,966 | $2,037,078 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 4,557 | $1,916,674 | dollars as filed | |
| Vanguard ESG U.S. Corporate Bond ETF | 921910691 | SHS | 26,192 | $1,643,810 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V864 | SHOR DUR FIX ETF | 32,981 | $1,574,843 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V609 | US TARGETED VLU | 17,488 | $1,222,404 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V690 | INTERNATIONAL | 26,765 | $1,207,079 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 1,423 | $1,029,042 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V724 | US MKTWIDE VALUE | 18,261 | $1,004,529 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 1,826 | $913,712 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 3,785 | $902,122 | dollars as filed | |
| Vanguard FTSE Developed Markets ETF | 921943858 | SHS | 12,579 | $896,235 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V674 | GLOBAL SUSTAINA | 17,042 | $888,081 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 732 | $844,940 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 1,138 | $838,189 | dollars as filed | |
| KLA CORP | 482480100 | COM | 2,687 | $810,603 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 654 | $784,228 | dollars as filed | |
| VANGUARD INDEX FDS | 922908637 | LARGE CAP ETF | 2,208 | $759,286 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 1,195 | $694,187 | dollars as filed | |
| EVERSOURCE ENERGY COM | 30040W108 | Stock | 9,502 | $686,710 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 1,820 | $678,896 | dollars as filed | |
| VTI | 922908769 | COM | 1,802 | $666,705 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V682 | EMER MARK SU ETF | 13,068 | $638,765 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 3,648 | $604,692 | dollars as filed | |
| Analog Devices,Inc. | 032654105 | COM | 1,495 | $593,769 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 1,528 | $546,184 | dollars as filed | |
| Lam Research Corporation | 512807306 | COM | 1,183 | $512,832 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 4,256 | $499,878 | dollars as filed | |
| ZYMEWORKS INC | 98985Y108 | COM | 18,622 | $486,779 | dollars as filed | |
| Schwab Fundamental Emerging Markets Equity ETF | 808524730 | SHS | 11,261 | $446,836 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 3,729 | $422,319 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 1,838 | $400,555 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524805 | INTL EQTY ETF | 14,078 | $389,961 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 1,248 | $378,265 | dollars as filed | |
| LISTED FDS TR | 53656G498 | ROUN MA SEVE ETF | 5,825 | $374,548 | dollars as filed | |
| VANGUARD STAR FDS | 921909768 | COM | 4,065 | $347,481 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 2,537 | $346,880 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 1,445 | $342,011 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 318 | $338,638 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524771 | FUNDAMENTAL US L | 10,652 | $331,277 | dollars as filed | |
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 10,332 | $304,071 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 905 | $296,234 | dollars as filed | |
| Wells Fargo & Company | 949746101 | COM | 3,526 | $291,389 | dollars as filed | |
| SPY | 78462F103 | SHS | 381 | $284,519 | dollars as filed | |
| ISHARES TR | 46434V282 | U S EQUITY FACTR | 3,756 | $284,066 | dollars as filed | |
| AVIDBANK HOLDINGS INC | 05368J103 | COMMON STOCK | 8,484 | $280,227 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 737 | $278,402 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 295 | $275,964 | dollars as filed | |
| EXPONENT INC | 30214U102 | COM | 4,667 | $274,233 | dollars as filed | |
| Schwab U.S. Broad Market ETF | 808524102 | SHS | 9,469 | $274,222 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 480 | $270,613 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 1,459 | $269,609 | dollars as filed | |
| Starbucks Corporation | 855244109 | COM | 2,603 | $265,955 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524755 | FUNDAMENTAL INTL | 4,731 | $249,608 | dollars as filed | |
| USBANCORPDEL | 902973304 | COM NEW | 4,091 | $247,096 | dollars as filed | |
| Amgen Inc. | 031162100 | COM | 678 | $245,517 | dollars as filed | |
| ISHARES TR | 464287689 | RUSSELL 3000 ETF | 551 | $234,946 | dollars as filed | |
| PG&E CORP COM | 69331C108 | Stock | 13,731 | $230,955 | dollars as filed | |
| MANAGER DIRECTED PORTFOLIOS | 56170L695 | VERT GLB SUST RE | 19,911 | $226,687 | dollars as filed | |
| SPDR SER TR | 78468R101 | PORTFOLIO SH TSR | 7,796 | $226,162 | dollars as filed | |
| iShares Russell 2000 ETF | 464287655 | SHS | 734 | $220,534 | dollars as filed | |
| KONINKLIJKE PHILIPS N V NY REGIS SHS NEW | 500472303 | ADR | 8,039 | $218,580 | dollars as filed | |
| Vanguard FTSE All-World ex-US ETF | 922042775 | SHS | 2,426 | $203,164 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002085853-26-000799 | this filing | 2026-07-22 | acceptance time not in the bulk data set |