Betterwealth, LLC Top Holdings and 13F Report (2025) About Betterwealth, LLCInvestment ActivityBetterwealth, LLC has $420.03 million in total holdings as of September 30, 2025.Betterwealth, LLC owns shares of 69 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 2.48% of the portfolio was purchased this quarter.About 2.77% of the portfolio was sold this quarter.This quarter, Betterwealth, LLC has purchased 63 new stocks and bought additional shares in 32 stocks.Betterwealth, LLC sold shares of 18 stocks and completely divested from 5 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $107,113,762Dimensional World ex U.S. Core Equity 2 ETF $56,521,324Vanguard Intermediate-Term Bond ETF $34,389,977Apple $33,813,024RBB FUND TRUST $32,147,877 Largest New Holdings this Quarter 922040845 - VANGUARD INSTL INDEX FD $1,559,635 Holding30040W108 - Eversource Energy $1,350,735 Holding30303M102 - Meta Platforms $363,681 Holding64110L106 - Netflix $292,536 Holding464287150 - iShares Core S&P Total U.S. Stock Market ETF $268,724 Holding Largest Purchases this Quarter VANGUARD INSTL INDEX FD 20,626 shares (about $1.56M)Eversource Energy 18,987 shares (about $1.35M)Vanguard Short-Term Bond ETF 15,210 shares (about $1.20M)Vanguard Intermediate-Term Bond ETF 13,785 shares (about $1.08M)Avantis U.S. Small Cap Value ETF 5,188 shares (about $516.36K) Largest Sales this Quarter Apple 11,793 shares (about $3.00M)NVIDIA 10,265 shares (about $1.92M)Dimensional U.S. Core Equity 2 ETF 38,979 shares (about $1.50M)Dimensional World ex U.S. Core Equity 2 ETF 29,022 shares (about $910.71K)Microsoft 840 shares (about $435.17K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBetterwealth, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$107,113,762$1,503,420 ▼-1.4%2,777,12625.5%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$56,521,324$910,711 ▼-1.6%1,801,18913.5%ETFBIVVanguard Intermediate-Term Bond ETF$34,389,977$1,076,471 ▲3.2%440,3898.2%ETFAAPLApple$33,813,024$3,002,846 ▼-8.2%132,7938.1%Computer and TechnologyRBB FUND TRUST$32,147,877$116,890 ▲0.4%586,0827.7%LONGVIEW ADVANTGBSVVanguard Short-Term Bond ETF$20,551,826$1,200,223 ▲6.2%260,4464.9%ETFCGXUCapital Group International Focus Equity ETF$15,843,264$285,478 ▲1.8%534,8843.8%ETFAVUVAvantis U.S. Small Cap Value ETF$15,060,016$516,363 ▲3.6%151,3113.6%ETFAVREAvantis Real Estate ETF$14,084,558$116,048 ▲0.8%316,6493.4%ETFCGDVCapital Group Dividend Value ETF$9,381,474$161,353 ▲1.8%223,2092.2%ETFCGGRCapital Group Growth ETF$8,842,501$9,399 ▲0.1%201,3322.1%ETFAVEMAvantis Emerging Markets Equity ETF$7,923,129$114,993 ▲1.5%105,4871.9%ETFDISVDimensional International Small Cap Value ETF$6,061,466$217,923 ▼-3.5%169,8371.4%ETFDUHPDimensional US High Profitability ETF$5,124,066$424,270 ▼-7.6%135,6651.2%ETFDIHPDimensional International High Profitability ETF$5,117,043$131,064 ▼-2.5%168,3511.2%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$4,226,847$220,115 ▲5.5%50,2541.0%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$4,201,177$137,645 ▼-3.2%131,0001.0%ETFGOOGAlphabet$3,978,257$137,366 ▼-3.3%16,3340.9%Computer and TechnologyDFSVDimensional US Small Cap Value ETF$3,280,572$309,453 ▼-8.6%103,0330.8%ETFDFSUDimensional US Sustainability Core 1 ETF$2,646,393$104,101 ▲4.1%62,3080.6%ETFTSLATesla$2,011,469$450,501 ▲28.9%4,5230.5%Auto/Tires/TrucksJNJJohnson & Johnson$1,797,451$42,832 ▼-2.3%9,6940.4%MedicalVOOVanguard S&P 500 ETF$1,693,231$21,433 ▲1.3%2,7650.4%ETFNVDANVIDIA$1,613,644$1,915,141 ▼-54.3%8,6490.4%Computer and TechnologyVANGUARD INSTL INDEX FD$1,559,635$1,559,635 ▲New Holding20,6260.4%0-3 MO TREAS BILVCEBVanguard ESG U.S. Corporate Bond ETF$1,489,119$13,161 ▲0.9%23,1950.4%ETFESEversource Energy$1,350,735$1,350,735 ▲New Holding18,9870.3%UtilitiesDFSDDimensional Short-Duration Fixed Income ETF$1,180,896$67,755 ▼-5.4%24,5050.3%ETFDFSIDimensional International Sustainability Core 1 ETF$1,171,690$53,849 ▲4.8%28,6130.3%ETFDFATDimensional U.S. Targeted Value ETF$1,144,498$262,113 ▼-18.6%19,6620.3%ETFBRK.BBerkshire Hathaway$923,030$9,049 ▲1.0%1,8360.2%FinanceDFUVDimensional US Marketwide Value ETF$833,059$213,527 ▼-20.4%18,6410.2%ETFDFSBDimensional Global Sustainability Fixed Income ETF$780,443$27,700 ▲3.7%14,6510.2%ETFAMZNAmazon.com$742,366$64,993 ▼-8.1%3,3810.2%Retail/WholesaleQQQInvesco QQQ$704,369$388,514 ▲123.0%1,1730.2%FinanceMSFTMicrosoft$628,412$435,174 ▼-40.9%1,2130.1%Computer and TechnologyDFSEDimensional Emerging Markets Sustainability Core 1 ETF$594,130$26,750 ▲4.7%14,4590.1%ETFCVXChevron$584,201$216,008 ▲58.7%3,7620.1%EnergyIWFiShares Russell 1000 Growth ETF$513,1830.0%1,0960.1%ETFLLYEli Lilly and Company$451,569$10,679 ▲2.4%5920.1%MedicalBIGTRoundhill Magnificent Seven ETF$377,8100.0%5,8250.1%ETFMETAMeta Platforms$363,681$363,681 ▲New Holding4950.1%Computer and TechnologyGOOGLAlphabet$359,142$58,601 ▲19.5%1,4770.1%Computer and TechnologyEXPOExponent$325,653$1,459 ▲0.5%4,6870.1%Business ServicesVTVVanguard Value ETF$322,255$124,389 ▼-27.8%1,7280.1%ETFWMTWalmart$319,667$4,431 ▲1.4%3,1020.1%Retail/WholesaleQCOMQUALCOMM$318,413$1,830 ▲0.6%1,9140.1%Computer and TechnologyVXUSVanguard Total International Stock ETF$309,6030.0%4,2150.1%ETFVEAVanguard FTSE Developed Markets ETF$308,768$20,433 ▲7.1%5,1530.1%ETFWFCWells Fargo & Company$296,555$9,807 ▲3.4%3,5380.1%FinanceAMATApplied Materials$294,272$3,686 ▲1.3%1,4370.1%Computer and TechnologyCSCOCisco Systems$292,888$28,461 ▼-8.9%4,2810.1%Computer and TechnologyNFLXNetflix$292,536$292,536 ▲New Holding2440.1%Consumer DiscretionaryKLACKLA$288,7360.0%2680.1%Computer and TechnologySPYSPDR S&P 500 ETF Trust$283,7930.0%4260.1%FinanceINTUIntuit$281,359$10,244 ▲3.8%4120.1%Computer and TechnologyITOTiShares Core S&P Total U.S. Stock Market ETF$268,724$268,724 ▲New Holding1,8450.1%ETFCOSTCostco Wholesale$262,865$6,479 ▲2.5%2840.1%Retail/WholesaleXOMExxon Mobil$247,394$4,849 ▲2.0%2,1940.1%EnergySPTSSPDR Portfolio Short Term Treasury ETF$228,5790.0%7,7960.1%ETFVANGUARD INSTL INDEX FD$221,306$221,306 ▲New Holding2,9250.1%ULTRA-SHORT TREATDToronto Dominion Bank$220,262$220,262 ▲New Holding2,7550.1%FinanceSBUXStarbucks$219,8380.0%2,5990.1%Retail/WholesaleAVBHAvidbank$216,342$216,342 ▲New Holding8,4840.1%FinanceJPMJPMorgan Chase & Co.$212,915$212,915 ▲New Holding6750.1%FinancePHGKoninklijke Philips$211,320$211,320 ▲New Holding7,7520.1%MedicalIWViShares Russell 3000 ETF$208,796$208,796 ▲New Holding5510.0%ETFPCGPacific Gas & Electric$207,0630.0%13,7310.0%UtilitiesMANAGER DIRECTED PORTFOLIOS$192,903$12,823 ▲7.1%18,1130.0%VERT GLB SUST RESCHBSchwab US Broad Market ETF$0$469,332 ▼-100.0%00.0%ETFVTIVanguard Total Stock Market ETF$0$391,972 ▼-100.0%00.0%ETFVVVanguard Large-Cap ETF$0$384,584 ▼-100.0%00.0%ETFVIGVanguard Dividend Appreciation ETF$0$234,961 ▼-100.0%00.0%ETFPGProcter & Gamble$0$218,598 ▼-100.0%00.0%Consumer StaplesShowing largest 100 holdings. 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