§ 13F · FUND PROFILE
BetterWealth, LLC.
AUM · $565M (13F)Positions · 86Turnover · n/a · Q2Filed · Jul 22, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 2.84M | $126M | 22.3% | ±0% |
| 2 | DFAX | DIMENSIONAL ETF TRUST | 1.81M | $67M | 11.8% | −1% |
| 3 | VBIL | VANGUARD INSTL INDEX FD | 683K | $52M | 9.1% | +4% |
| 4 | AAPL | APPLE INC | 164K | $47M | 8.4% | −6% |
| 5 | BIV | VANGUARD BD INDEX FDS | 521K | $40M | 7.1% | +8% |
| 6 | EBI | RBB FUND TRUST | 583K | $38M | 6.7% | ±0% |
| 7 | BSV | VANGUARD BD INDEX FDS | 305K | $24M | 4.2% | +7% |
| 8 | AVUV | AMERICAN CENTY ETF TR | 164K | $20M | 3.6% | ±0% |
| 9 | CGXU | CAPITAL GROUP INTL FOCUS EQT | 585K | $20M | 3.6% | +1% |
| 10 | AVRE | AMERICAN CENTY ETF TR | 348K | $16M | 2.9% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE BETTERWEALTH, SIGNAL
AC read
BetterWealth, LLC is a Other fund managing $565 million in assets. The fund runs a portfolio of 86 positions.
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