§ 13F · FUND PROFILE
BetterWealth, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $420.0T (13F)Positions · 69Turnover · — · Q4Filed · Jan 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$964.5B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 2.80M | $110.9T | 25.3% | +1% |
| 2 | DFAX | DIMENSIONAL ETF TRUST | 1.82M | $59.6T | 13.6% | +1% |
| 3 | BIV | VANGUARD BD INDEX FDS | 465K | $36.2T | 8.3% | +6% |
| 4 | AAPL | APPLE INC | 132K | $35.9T | 8.2% | −1% |
| 5 | EBI | RBB FUND TRUST | 582K | $32.9T | 7.5% | −1% |
| 6 | BSV | VANGUARD BD INDEX FDS | 275K | $21.7T | 4.9% | +6% |
| 7 | CGXU | CAPITAL GROUP INTL FOCUS EQT | 556K | $16.4T | 3.7% | +4% |
| 8 | AVUV | AMERICAN CENTY ETF TR | 160K | $16.3T | 3.7% | +6% |
| 9 | AVRE | AMERICAN CENTY ETF TR | 331K | $14.4T | 3.3% | +5% |
| 10 | CGDV | CAPITAL GROUP DIVIDEND VALUE | 235K | $10.3T | 2.3% | +5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BETTERWEALTH, SIGNAL
AC read
BetterWealth, LLC is a Other fund managing $420029.1 trillion in assets. The fund runs a portfolio of 69 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed