Betterwealth, LLC Top Holdings and 13F Report (2026) About Betterwealth, LLCInvestment ActivityBetterwealth, LLC has $509.76 million in total holdings as of March 31, 2026.Betterwealth, LLC owns shares of 85 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 14.52% of the portfolio was purchased this quarter.About 0.31% of the portfolio was sold this quarter.This quarter, Betterwealth, LLC has purchased 70 new stocks and bought additional shares in 40 stocks.Betterwealth, LLC sold shares of 18 stocks and completely divested from 1 stock this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $109,993,582Dimensional World ex U.S. Core Equity 2 ETF $61,904,498VANGUARD INSTL INDEX FD $49,558,845Apple $44,467,046Vanguard Intermediate-Term Bond ETF $37,199,679 Largest New Holdings this Quarter 82509L107 - SHOPIFY INC $2,172,763 Holding922908637 - Vanguard Large-Cap ETF $659,802 Holding922908769 - Vanguard Total Stock Market ETF $578,007 Holding032654105 - Analog Devices $476,256 Holding808524730 - Schwab Fundamental Emerging Markets Equity ETF $458,317 Holding Largest Purchases this Quarter VANGUARD INSTL INDEX FD 634,105 shares (about $47.97M)Apple 43,131 shares (about $10.95M)SHOPIFY INC 18,317 shares (about $2.17M)Vanguard Intermediate-Term Bond ETF 17,067 shares (about $1.32M)Dimensional U.S. Core Equity 2 ETF 29,424 shares (about $1.14M) Largest Sales this Quarter Eversource Energy 6,000 shares (about $415.68K)Dimensional US High Profitability ETF 4,579 shares (about $168.32K)Johnson & Johnson 668 shares (about $163.28K)Dimensional US Small Cap Value ETF 3,711 shares (about $130.03K)Micron Technology 287 shares (about $96.96K) 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$109,993,582$1,143,417 ▲1.1%2,830,50921.6%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$61,904,498$56,900 ▲0.1%1,822,32812.1%ETFVANGUARD INSTL INDEX FD$49,558,845$47,970,044 ▲3,019.3%655,1079.7%0-3 MO TREAS BILAAPLApple$44,467,046$10,946,215 ▲32.7%175,2128.7%Computer and TechnologyBIVVanguard Intermediate-Term Bond ETF$37,199,679$1,317,231 ▲3.7%481,9867.3%ETFRBB FUND TRUST$33,708,651$32,518 ▲0.1%582,5806.6%LONGVIEW ADVANTGBSVVanguard Short-Term Bond ETF$22,398,343$845,886 ▲3.9%285,6574.4%ETFAVUVAvantis U.S. Small Cap Value ETF$18,090,136$382,337 ▲2.2%163,7563.5%ETFCGXUCapital Group International Focus Equity ETF$17,091,578$705,371 ▲4.3%579,5723.4%ETFAVREAvantis Real Estate ETF$14,935,181$343,092 ▲2.4%339,2822.9%ETFCGDVCapital Group Dividend Value ETF$10,233,380$219,762 ▲2.2%240,5592.0%ETFAVEMAvantis Emerging Markets Equity ETF$8,791,611$34,811 ▲0.4%109,1041.7%ETFCGGRCapital Group Growth ETF$8,578,998$310,870 ▲3.8%213,4611.7%ETFDISVDimensional International Small Cap Value ETF$6,540,680$62,710 ▼-0.9%165,8391.3%ETFDIHPDimensional International High Profitability ETF$5,316,079$50,875 ▼-0.9%164,9931.0%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$4,954,069$436,009 ▲9.7%59,8681.0%ETFDUHPDimensional US High Profitability ETF$4,740,192$168,324 ▼-3.4%128,9500.9%ETFGOOGAlphabet$4,606,242$22,376 ▼-0.5%16,0570.9%Computer and TechnologyDFEMDimensional Emerging Markets Core Equity 2 ETF$4,414,362$47,092 ▼-1.1%127,7670.9%ETFDFSVDimensional US Small Cap Value ETF$3,385,294$130,034 ▼-3.7%96,6120.7%ETFDFSUDimensional US Sustainability Core 1 ETF$2,267,527$26,668 ▼-1.2%55,1840.4%ETFSHOPIFY INC$2,172,763$2,172,763 ▲New Holding18,3170.4%CL A SUB VTG SHSJNJJohnson & Johnson$2,080,904$163,285 ▼-7.3%8,5130.4%MedicalNVDANVIDIA$1,990,173$212,759 ▲12.0%11,4120.4%Computer and TechnologyVOOVanguard S&P 500 ETF$1,774,126$121,303 ▲7.3%2,9690.3%ETFTSLATesla$1,694,808$29,368 ▲1.8%4,5590.3%Auto/Tires/TrucksVCEBVanguard ESG U.S. Corporate Bond ETF$1,594,311$21,865 ▲1.4%25,3750.3%ETFDFSDDimensional Short-Duration Fixed Income ETF$1,439,943$5,841 ▲0.4%30,0740.3%ETFDFSIDimensional International Sustainability Core 1 ETF$1,112,682$15,391 ▼-1.4%26,2430.2%ETFDFATDimensional U.S. Targeted Value ETF$1,108,231$37,595 ▼-3.3%17,7460.2%ETFDFUVDimensional US Marketwide Value ETF$884,920$18,415 ▼-2.0%18,2610.2%ETFBRK.BBerkshire Hathaway$875,019$3,834 ▲0.4%1,8260.2%FinanceDFSBDimensional Global Sustainability Fixed Income ETF$810,108$15,161 ▲1.9%15,6560.2%ETFVEAVanguard FTSE Developed Markets ETF$806,045$475,848 ▲144.1%12,5790.2%ETFCVXChevron$796,151$52,553 ▲7.1%3,8480.2%EnergyAMZNAmazon.com$689,165$87,682 ▲14.6%3,3090.1%Retail/WholesaleVVVanguard Large-Cap ETF$659,802$659,802 ▲New Holding2,2080.1%ETFESEversource Energy$658,091$415,680 ▼-38.7%9,4990.1%UtilitiesQQQInvesco QQQ$655,8060.0%1,1360.1%FinanceLLYEli Lilly and Company$599,537$62,528 ▲11.6%6520.1%MedicalVTIVanguard Total Stock Market ETF$578,007$578,007 ▲New Holding1,8020.1%ETFGOOGLAlphabet$553,784$274,017 ▲97.9%1,9260.1%Computer and TechnologyMSFTMicrosoft$533,457$129,940 ▲32.2%1,4410.1%Computer and TechnologyDFSEDimensional Emerging Markets Sustainability Core 1 ETF$523,569$7,245 ▼-1.4%12,3570.1%ETFAMATApplied Materials$486,468$1,367 ▲0.3%1,4230.1%Computer and TechnologyADIAnalog Devices$476,256$476,256 ▲New Holding1,4970.1%Computer and TechnologyWALMART INC$463,410$83,635 ▲22.0%3,7290.1%COMFNDESchwab Fundamental Emerging Markets Equity ETF$458,317$458,317 ▲New Holding11,9790.1%ETFXOMExxonMobil$430,351$65,308 ▲17.9%2,5370.1%EnergyKLACKLA$394,1570.0%2680.1%Computer and TechnologySCHFSchwab International Equity ETF$375,557$375,557 ▲New Holding15,1740.1%ETFVTVVanguard Value ETF$360,616$21,582 ▲6.4%1,8380.1%ETFLISTED FDS TR$337,5010.0%5,8250.1%ROUNDHILL MAGNIFFNDXSchwab Fundamental U.S. Large Company ETF$336,177$336,177 ▲New Holding12,0710.1%ETFCSCOCisco Systems$329,659$543 ▲0.2%4,2490.1%Computer and TechnologyVBVanguard Small-Cap ETF$322,137$322,137 ▲New Holding1,2300.1%ETFVXUSVanguard Total International Stock ETF$313,420$11,565 ▼-3.6%4,0650.1%ETFVIGVanguard Dividend Appreciation ETF$310,849$310,849 ▲New Holding1,4450.1%ETFEXPOExponent$304,4570.0%4,6660.1%Business ServicesCOSTCostco Wholesale$293,947$33,879 ▲13.0%2950.1%Retail/WholesaleSCHXSchwab US Large-Cap ETF$293,065$293,065 ▲New Holding11,4300.1%ETFWFCWells Fargo & Company$280,705$1,672 ▲0.6%3,5260.1%FinanceMETAMeta Platforms$273,133$2,863 ▲1.1%4770.1%Computer and TechnologyJPMJPMorgan Chase & Co.$266,215$80,012 ▲43.0%9050.1%FinanceNFLXNetflix$260,567$29,807 ▲12.9%2,7100.1%Consumer DiscretionaryFNDFSchwab Fundamental International Equity ETF$258,399$258,399 ▲New Holding5,2810.1%ETFLAM RESEARCH CORP$250,7230.0%1,1730.0%COM NEWLRGFiShares U.S. Equity Factor ETF$247,896$247,896 ▲New Holding3,7560.0%ETFSPYSPDR S&P 500 ETF Trust$247,780$28,615 ▼-10.4%3810.0%FinanceMUMicron Technology$247,637$96,960 ▼-28.1%7330.0%Computer and TechnologyAMDAdvanced Micro Devices$243,099$1,424 ▲0.6%1,1950.0%Computer and TechnologyAVIDBANK HLDGS INC$241,7940.0%8,4840.0%COMPCGPacific Gas & Electric$241,2540.0%13,7310.0%UtilitiesAMGNAmgen$237,851$237,851 ▲New Holding6760.0%MedicalSCHBSchwab US Broad Market ETF$237,672$237,672 ▲New Holding9,4690.0%ETFSBUXStarbucks$233,163$358 ▲0.2%2,6030.0%Retail/WholesaleTDToronto Dominion Bank$231,409$18,662 ▼-7.5%2,4800.0%FinanceAVGOBroadcom$228,109$228,109 ▲New Holding7370.0%Computer and TechnologySPTSSPDR Portfolio Short Term Treasury ETF$227,4870.0%7,7960.0%ETFCATCaterpillar$225,290$225,290 ▲New Holding3180.0%IndustrialsUSBU.S. Bancorp$212,6170.0%4,0880.0%FinancePHGKoninklijke Philips$212,4050.0%7,7520.0%MedicalIWViShares Russell 3000 ETF$204,2450.0%5510.0%ETFINTUIntuit$202,354$24,213 ▲13.6%4680.0%Computer and TechnologyMANAGER DIRECTED PORTFOLIOS$195,392$1,488 ▼-0.8%18,9150.0%VERT GLB SUST REQCOMQualcomm$0$248,536 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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