§ 13F · FUND PROFILE
BetterWealth, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $420M (13F)Positions · 69Turnover · — · Q1Filed · Apr 24, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$7M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 24, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | 2.83M | $110M | 21.6% | +1% |
| 2 | DFAX | DIMENSIONAL ETF TRUST | 1.82M | $62M | 12.1% | ±0% |
| 3 | VBIL | VANGUARD INSTL INDEX FD | 655K | $50M | 9.7% | +3019% |
| 4 | AAPL | APPLE INC | 175K | $44M | 8.7% | +33% |
| 5 | BIV | VANGUARD BD INDEX FDS | 482K | $37M | 7.3% | +4% |
| 6 | EBI | RBB FUND TRUST | 583K | $34M | 6.6% | ±0% |
| 7 | BSV | VANGUARD BD INDEX FDS | 286K | $22M | 4.4% | +4% |
| 8 | AVUV | AMERICAN CENTY ETF TR | 164K | $18M | 3.5% | +2% |
| 9 | CGXU | CAPITAL GROUP INTL FOCUS EQT | 580K | $17M | 3.4% | +4% |
| 10 | AVRE | AMERICAN CENTY ETF TR | 339K | $15M | 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 $420 million in assets. The fund runs a portfolio of 69 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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