Betterwealth, LLC Top Holdings and 13F Report (2026) About Betterwealth, LLCInvestment ActivityBetterwealth, LLC has $590.92 million in total holdings as of September 30, 2026.Betterwealth, LLC owns shares of 86 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 6.37% of the portfolio was purchased this quarter.About 2.49% of the portfolio was sold this quarter.This quarter, Betterwealth, LLC has purchased 86 new stocks and bought additional shares in 24 stocks.Betterwealth, LLC sold shares of 17 stocks and completely divested from 4 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $126,467,885VANGUARD INSTL INDEX FD $82,200,166Dimensional World ex U.S. Core Equity 2 ETF $67,499,349Apple $52,053,339Vanguard Intermediate-Term Bond ETF $39,689,487 Largest New Holdings this Quarter 25434V633 - Dimensional California Municipal Bond ETF $544,018 Holding30233Q108 - EXXONMOBIL HOLDINGS CORP $413,014 Holding459200101 - International Business Machines $325,936 Holding87612E106 - Target $204,637 Holding Largest Purchases this Quarter VANGUARD INSTL INDEX FD 402,768 shares (about $30.50M)Vanguard Intermediate-Term Bond ETF 23,490 shares (about $1.71M)Capital Group International Focus Equity ETF 23,989 shares (about $822.58K)Dimensional California Municipal Bond ETF 11,412 shares (about $544.02K)Dimensional World ex U.S. Core Equity 2 ETF 14,586 shares (about $539.97K) Largest Sales this Quarter Apple 7,696 shares (about $2.56M)Alphabet 3,009 shares (about $1.03M)Micron Technology 480 shares (about $511.25K)NVIDIA 1,656 shares (about $378.19K)Johnson & Johnson 500 shares (about $132.37K) 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$126,467,885$333,242 ▲0.3%2,845,17221.4%ETFVANGUARD INSTL INDEX FD$82,200,166$30,497,583 ▲59.0%1,085,58113.9%0 3 MO TR BI ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$67,499,349$539,974 ▲0.8%1,823,32111.4%ETFAAPLApple$52,053,339$2,562,921 ▼-4.7%156,3078.8%TechnologyBIVVanguard Intermediate-Term Bond ETF$39,689,487$1,711,482 ▲4.5%544,7366.7%ETFRBB FUND TRUST$38,038,790$75,630 ▼-0.2%581,4246.4%LONGVIEW ADVANTGBSVVanguard Short-Term Bond ETF$23,476,088$202,842 ▲0.9%307,2794.0%ETFCGXUCapital Group International Focus Equity ETF$20,868,036$822,583 ▲4.1%608,5753.5%ETFAVUVAvantis U.S. Small Cap Value ETF$19,536,832$273,344 ▲1.4%165,8903.3%ETFAVREAvantis Real Estate ETF$15,705,678$289,961 ▲1.9%354,1302.7%ETFCGDVCapital Group Dividend Value ETF$12,253,417$119,927 ▲1.0%250,8382.1%ETFCGGRCapital Group Growth ETF$10,617,437$184,360 ▲1.8%223,8551.8%ETFAVEMAvantis Emerging Markets Equity ETF$9,971,005$134,543 ▲1.4%106,0521.7%ETFDISVDimensional International Small Cap Value ETF$7,118,564$60,476 ▼-0.8%164,4391.2%ETFDIHPDimensional International High Profitability ETF$5,483,384$52,051 ▼-0.9%162,7600.9%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$4,993,402$41,984 ▼-0.8%125,7150.8%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$4,973,905$104,073 ▲2.1%63,5160.8%ETFGOOGAlphabet$4,414,114$1,025,326 ▼-18.8%12,9540.7%Communication ServicesSHOPIFY INC$2,958,140$241,729 ▲8.9%19,9470.5%CL A SUB VTG SHSDFSUDimensional US Sustainability Core 1 ETF$2,822,385$101,369 ▲3.7%59,8340.5%ETFNVDANVIDIA$2,215,030$378,193 ▼-14.6%9,6990.4%TechnologyJNJJohnson & Johnson$2,094,873$132,369 ▼-5.9%7,9130.4%HealthcareVOOVanguard S&P 500 ETF$2,088,563$9,812 ▲0.5%2,9800.4%ETFDFSDDimensional Short-Duration Fixed Income ETF$1,870,822$338,130 ▲22.1%40,2570.3%ETFTSLATesla$1,567,905$48,964 ▼-3.0%4,4190.3%Consumer DiscretionaryVCEBVanguard ESG U.S. Corporate Bond ETF$1,474,827$85,675 ▼-5.5%24,7540.2%ETFDFSIDimensional International Sustainability Core 1 ETF$1,310,423$101,452 ▲8.4%29,0110.2%ETFDFATDimensional U.S. Targeted Value ETF$1,161,8960.0%17,4880.2%ETFDFUVDimensional US Marketwide Value ETF$1,004,3460.0%18,2610.2%ETFMSFTMicrosoft$936,555$3,077 ▲0.3%1,8260.2%TechnologyBRK.BBerkshire Hathaway$909,2560.0%1,8260.2%FinanceVEAVanguard FTSE Developed Markets ETF$888,1840.0%12,5790.2%ETFDFSBDimensional Global Sustainability Fixed Income ETF$848,963$4,558 ▲0.5%17,1340.1%ETFQQQInvesco QQQ$843,504$1,480 ▲0.2%1,1400.1%ETFAMZNAmazon.com$822,693$120,339 ▼-12.8%3,3020.1%Consumer DiscretionaryVVVanguard Large-Cap ETF$776,8160.0%2,2080.1%ETFLLYEli Lilly and Company$756,5380.0%6540.1%HealthcareAMDAdvanced Micro Devices$731,0530.0%1,1950.1%TechnologyAMATApplied Materials$727,8440.0%1,4230.1%TechnologyCVXChevron$694,110$50,848 ▼-6.8%3,3990.1%EnergyVTIVanguard Total Stock Market ETF$674,2720.0%1,8020.1%ETFDFSEDimensional Emerging Markets Sustainability Core 1 ETF$652,262$20,404 ▲3.2%13,4900.1%ETFESEversource Energy$609,6480.0%9,5020.1%UtilitiesADIAnalog Devices$580,783$12,298 ▼-2.1%1,4640.1%TechnologyDFCADimensional California Municipal Bond ETF$544,018$544,018 ▲New Holding11,4120.1%ETFGOOGLAlphabet$525,8730.0%1,5280.1%Communication ServicesKLACKLA$523,7170.0%2,6870.1%TechnologyZYMEWORKS INC$493,2970.0%18,6220.1%COMLISTED FDS TR$417,5940.0%5,8250.1%ROUN MA SEVE ETFCSCOCisco Systems$416,767$41,332 ▼-9.0%3,8720.1%TechnologyEXXONMOBIL HOLDINGS CORP$413,014$413,014 ▲New Holding2,5380.1%COM SHSFNDESchwab Fundamental Emerging Markets Equity ETF$412,276$59,202 ▼-12.6%9,8470.1%ETFVTVVanguard Value ETF$397,1550.0%1,8380.1%ETFLAM RESEARCH CORP$388,7810.0%1,1830.1%COM NEWWALMART INC$387,4920.0%3,7290.1%COMSCHFSchwab International Equity ETF$384,333$2,390 ▼-0.6%13,9910.1%ETFVBVanguard Small-Cap ETF$355,0160.0%1,2480.1%ETFMETAMeta Platforms$348,3880.0%4800.1%Communication ServicesVXUSVanguard Total International Stock ETF$345,3270.0%4,0650.1%ETFVIGVanguard Dividend Appreciation ETF$337,2270.0%1,4450.1%ETFFNDXSchwab Fundamental U.S. Large Company ETF$335,2180.0%10,6520.1%ETFIBMInternational Business Machines$325,936$325,936 ▲New Holding1,4820.1%TechnologySCHXSchwab US Large-Cap ETF$309,9600.0%10,3320.1%ETFEXPOExponent$305,3150.0%4,6670.1%IndustrialsJPMJPMorgan Chase & Co.$299,4010.0%9050.1%FinanceLRGFiShares U.S. Equity Factor ETF$292,4050.0%3,7560.0%ETFSPYSPDR S&P 500 ETF Trust$290,5620.0%3810.0%ETFAMGNAmgen$285,7840.0%6780.0%HealthcareWFCWells Fargo & Company$282,2560.0%3,5260.0%FinanceSCHBSchwab US Broad Market ETF$277,5360.0%9,4690.0%ETFIWViShares Russell 3000 ETF$275,960$58,118 ▲26.7%6980.0%ETFCOSTCostco Wholesale$268,5500.0%2950.0%Consumer StaplesQCOMQualcomm$268,5140.0%1,4590.0%TechnologyMUMicron Technology$268,408$511,253 ▼-65.6%2520.0%TechnologyAVIDBANK HLDGS INC$262,8770.0%8,4840.0%COMAVGOBroadcom$258,8270.0%7370.0%TechnologyCATCaterpillar$257,8310.0%3180.0%IndustrialsFNDFSchwab Fundamental International Equity ETF$254,2910.0%4,7310.0%ETFMANAGER DIRECTED PORTFOLIOS$248,559$37,061 ▲17.5%23,4000.0%VERT GLB SUST RESBUXStarbucks$244,5360.0%2,6030.0%Consumer DiscretionaryUSBU.S. Bancorp$236,412$116 ▲0.0%4,0930.0%FinanceSPTSSPDR Portfolio Short Term Treasury ETF$223,5110.0%7,7960.0%ETFTGTTarget$204,637$204,637 ▲New Holding1,3060.0%Consumer StaplesIWMiShares Russell 2000 ETF$203,9750.0%7340.0%ETFVEUVanguard FTSE All-World ex-US ETF$201,2720.0%2,4260.0%ETFPCGPacific Gas & Electric$168,2050.0%13,7310.0%UtilitiesDUHPDimensional US High Profitability ETF$0$5,235,019 ▼-100.0%00.0%ETFDFSVDimensional US Small Cap Value ETF$0$3,663,275 ▼-100.0%00.0%ETFXOMExxonMobil$0$346,880 ▼-100.0%00.0%EnergyPHGKoninklijke Philips$0$218,580 ▼-100.0%00.0%HealthcareShowing largest 100 holdings. 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