BetterWealth, LLC
CIK 1911702
13F filing for Q2 2026・No. 3,619
- Holdings
- US$565.26M
- Quarter change
- +US$55.5M
- Entries
- 86
- Net bought (estimate)
- +US$4.64M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 4
- Sold out 3
- Cut 24
- Added 30
- Corporate actions 0
- Unchanged 28
Largest holdings
86 stocks worth US$565.26M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| DIMENSIONAL ETF TRUSTUS COR EQU 2 ETF | Added | 2,837,675 | US$125.88M | 22.27% |
| DIMENSIONAL ETF TRUSTWORLD EX US CORE | Cut | 1,808,735 | US$66.63M | 11.79% |
| VANGUARD INSTL INDEX FD0 3 MO TR BI ETF | Added | 682,813 | US$51.68M | 9.14% |
| AAPLAppleCOM | Cut | 164,003 | US$47.46M | 8.40% |
| VANGUARD BD INDEX FDSINTERMED TERM | Added | 521,246 | US$39.98M | 7.07% |
| RBB FUND TRUSTLONGVIEW ADVANTG | Unchanged | 582,580 | US$37.84M | 6.69% |
| VANGUARD BD INDEX FDSSHORT TRM BOND | Added | 304,624 | US$23.73M | 4.20% |
| AMERICAN CENTY ETF TRUS SML CP VALU | Cut | 163,569 | US$20.41M | 3.61% |
| CAPITAL GROUP INTL FOCUS EQTSHS CREAT UNIT | Added | 584,586 | US$20.24M | 3.58% |
| AMERICAN CENTY ETF TRREAL ESTATE ETF | Added | 347,592 | US$16.47M | 2.91% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 22, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.