Betterwealth, LLC Top Holdings and 13F Report (2026) About Betterwealth, LLCInvestment ActivityBetterwealth, LLC has $565.26 million in total holdings as of June 30, 2026.Betterwealth, LLC owns shares of 86 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 1.94% of the portfolio was purchased this quarter.About 0.99% of the portfolio was sold this quarter.This quarter, Betterwealth, LLC has purchased 85 new stocks and bought additional shares in 30 stocks.Betterwealth, LLC sold shares of 24 stocks and completely divested from 3 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $125,879,257Dimensional World ex U.S. Core Equity 2 ETF $66,633,788VANGUARD INSTL INDEX FD $51,675,288Apple $47,455,927Vanguard Intermediate-Term Bond ETF $39,979,568 Largest New Holdings this Quarter 98985Y108 - ZYMEWORKS INC $486,779 Holding747525103 - Qualcomm $269,609 Holding464287655 - iShares Russell 2000 ETF $220,534 Holding922042775 - Vanguard FTSE All-World ex-US ETF $203,164 Holding Largest Purchases this Quarter Vanguard Intermediate-Term Bond ETF 39,260 shares (about $3.01M)VANGUARD INSTL INDEX FD 27,706 shares (about $2.10M)Vanguard Short-Term Bond ETF 18,967 shares (about $1.48M)KLA 2,419 shares (about $729.75K)ZYMEWORKS INC 18,622 shares (about $486.78K) Largest Sales this Quarter Apple 11,209 shares (about $3.24M)Dimensional World ex U.S. Core Equity 2 ETF 13,593 shares (about $500.77K)Avantis Emerging Markets Equity ETF 4,483 shares (about $432.57K)Dimensional US High Profitability ETF 3,500 shares (about $146.05K)Alphabet 398 shares (about $142.27K) 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$125,879,257$317,884 â–²0.3%2,837,67522.3%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$66,633,788$500,766 â–¼-0.7%1,808,73511.8%ETFVANGUARD INSTL INDEX FD$51,675,288$2,096,790 â–²4.2%682,8139.1%0 3 MO TR BI ETFAAPLApple$47,455,927$3,243,438 â–¼-6.4%164,0038.4%Computer and TechnologyBIVVanguard Intermediate-Term Bond ETF$39,979,568$3,011,242 â–²8.1%521,2467.1%ETFRBB FUND TRUST$37,838,9670.0%582,5806.7%LONGVIEW ADVANTGBSVVanguard Short-Term Bond ETF$23,733,234$1,477,718 â–²6.6%304,6244.2%ETFAVUVAvantis U.S. Small Cap Value ETF$20,406,904$23,330 â–¼-0.1%163,5693.6%ETFCGXUCapital Group International Focus Equity ETF$20,238,367$173,585 â–²0.9%584,5863.6%ETFAVREAvantis Real Estate ETF$16,468,915$393,728 â–²2.4%347,5922.9%ETFCGDVCapital Group Dividend Value ETF$12,240,309$385,567 â–²3.3%248,3832.2%ETFCGGRCapital Group Growth ETF$10,382,490$307,130 â–²3.0%219,9681.8%ETFAVEMAvantis Emerging Markets Equity ETF$10,094,902$432,566 â–¼-4.1%104,6211.8%ETFDISVDimensional International Small Cap Value ETF$6,654,988$120 â–¼0.0%165,8361.2%ETFGOOGAlphabet$5,640,368$33,214 â–¼-0.6%15,9631.0%Computer and TechnologyDIHPDimensional International High Profitability ETF$5,606,912$23,478 â–¼-0.4%164,3051.0%ETFDUHPDimensional US High Profitability ETF$5,235,019$146,055 â–¼-2.7%125,4500.9%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$5,152,029$40,437 â–¼-0.8%126,7720.9%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$5,139,758$191,665 â–²3.9%62,1870.9%ETFDFSVDimensional US Small Cap Value ETF$3,663,275$84,290 â–¼-2.2%94,4390.6%ETFDFSUDimensional US Sustainability Core 1 ETF$2,689,870$116,622 â–²4.5%57,6850.5%ETFNVDANVIDIA$2,271,929$11,405 â–¼-0.5%11,3550.4%Computer and TechnologyJNJJohnson & Johnson$2,136,636$25,397 â–¼-1.2%8,4130.4%MedicalSHOPIFY INC$2,091,4350.0%18,3170.4%CL A SUB VTG SHSVOOVanguard S&P 500 ETF$2,037,078$2,060 â–¼-0.1%2,9660.4%ETFTSLATesla$1,916,674$841 â–¼0.0%4,5570.3%Auto/Tires/TrucksVCEBVanguard ESG U.S. Corporate Bond ETF$1,643,810$51,275 â–²3.2%26,1920.3%ETFDFSDDimensional Short-Duration Fixed Income ETF$1,574,843$138,809 â–²9.7%32,9810.3%ETFDFATDimensional U.S. Targeted Value ETF$1,222,404$18,034 â–¼-1.5%17,4880.2%ETFDFSIDimensional International Sustainability Core 1 ETF$1,207,079$23,542 â–²2.0%26,7650.2%ETFAMATApplied Materials$1,029,0420.0%1,4230.2%Computer and TechnologyDFUVDimensional US Marketwide Value ETF$1,004,5290.0%18,2610.2%ETFBRK.BBerkshire Hathaway$913,7120.0%1,8260.2%FinanceAMZNAmazon.com$902,122$113,450 â–²14.4%3,7850.2%Retail/WholesaleVEAVanguard FTSE Developed Markets ETF$896,2350.0%12,5790.2%ETFDFSBDimensional Global Sustainability Fixed Income ETF$888,081$72,226 â–²8.9%17,0420.2%ETFMUMicron Technology$844,940$1,154 â–¼-0.1%7320.1%Computer and TechnologyQQQInvesco QQQ$838,189$1,473 â–²0.2%1,1380.1%FinanceKLACKLA$810,603$729,754 â–²902.6%2,6870.1%Computer and TechnologyLLYEli Lilly and Company$784,228$2,398 â–²0.3%6540.1%MedicalVVVanguard Large-Cap ETF$759,2860.0%2,2080.1%ETFAMDAdvanced Micro Devices$694,1870.0%1,1950.1%Computer and TechnologyESEversource Energy$686,710$217 â–²0.0%9,5020.1%UtilitiesMSFTMicrosoft$678,896$141,374 â–²26.3%1,8200.1%Computer and TechnologyVTIVanguard Total Stock Market ETF$666,7050.0%1,8020.1%ETFDFSEDimensional Emerging Markets Sustainability Core 1 ETF$638,765$34,754 â–²5.8%13,0680.1%ETFCVXChevron$604,692$33,152 â–¼-5.2%3,6480.1%EnergyADIAnalog Devices$593,769$794 â–¼-0.1%1,4950.1%Computer and TechnologyGOOGLAlphabet$546,184$142,265 â–¼-20.7%1,5280.1%Computer and TechnologyLAM RESEARCH CORP$512,832$4,335 â–²0.9%1,1830.1%COM NEWCSCOCisco Systems$499,878$822 â–²0.2%4,2560.1%Computer and TechnologyZYMEWORKS INC$486,779$486,779 â–²New Holding18,6220.1%COMFNDESchwab Fundamental Emerging Markets Equity ETF$446,836$28,490 â–¼-6.0%11,2610.1%ETFWALMART INC$422,3190.0%3,7290.1%COMVTVVanguard Value ETF$400,5550.0%1,8380.1%ETFSCHFSchwab International Equity ETF$389,961$30,359 â–¼-7.2%14,0780.1%ETFVBVanguard Small-Cap ETF$378,265$5,456 â–²1.5%1,2480.1%ETFLISTED FDS TR$374,5480.0%5,8250.1%ROUN MA SEVE ETFVXUSVanguard Total International Stock ETF$347,4810.0%4,0650.1%ETFXOMExxonMobil$346,8800.0%2,5370.1%EnergyVIGVanguard Dividend Appreciation ETF$342,0110.0%1,4450.1%ETFCATCaterpillar$338,6380.0%3180.1%IndustrialsFNDXSchwab Fundamental U.S. Large Company ETF$331,277$44,131 â–¼-11.8%10,6520.1%ETFSCHXSchwab US Large-Cap ETF$304,071$32,314 â–¼-9.6%10,3320.1%ETFJPMJPMorgan Chase & Co.$296,2340.0%9050.1%FinanceWFCWells Fargo & Company$291,3890.0%3,5260.1%FinanceSPYSPDR S&P 500 ETF Trust$284,5190.0%3810.1%FinanceLRGFiShares U.S. Equity Factor ETF$284,0660.0%3,7560.1%ETFAVIDBANK HLDGS INC$280,2270.0%8,4840.0%COMAVGOBroadcom$278,4020.0%7370.0%Computer and TechnologyCOSTCostco Wholesale$275,9640.0%2950.0%Retail/WholesaleEXPOExponent$274,233$59 â–²0.0%4,6670.0%Business ServicesSCHBSchwab US Broad Market ETF$274,2220.0%9,4690.0%ETFMETAMeta Platforms$270,613$1,691 â–²0.6%4800.0%Computer and TechnologyQCOMQualcomm$269,609$269,609 â–²New Holding1,4590.0%Computer and TechnologySBUXStarbucks$265,9550.0%2,6030.0%Retail/WholesaleFNDFSchwab Fundamental International Equity ETF$249,608$29,018 â–¼-10.4%4,7310.0%ETFUSBU.S. Bancorp$247,096$181 â–²0.1%4,0910.0%FinanceAMGNAmgen$245,517$724 â–²0.3%6780.0%MedicalIWViShares Russell 3000 ETF$234,9460.0%5510.0%ETFPCGPacific Gas & Electric$230,9550.0%13,7310.0%UtilitiesMANAGER DIRECTED PORTFOLIOS$226,687$11,339 â–²5.3%19,9110.0%VERT GLB SUST RESPTSSPDR Portfolio Short Term Treasury ETF$226,1620.0%7,7960.0%ETFIWMiShares Russell 2000 ETF$220,534$220,534 â–²New Holding7340.0%FinancePHGKoninklijke Philips$218,580$7,804 â–²3.7%8,0390.0%MedicalVEUVanguard FTSE All-World ex-US ETF$203,164$203,164 â–²New Holding2,4260.0%ETFNFLXNetflix$0$260,567 â–¼-100.0%00.0%Consumer DiscretionaryTDToronto Dominion Bank$0$231,409 â–¼-100.0%00.0%FinanceINTUIntuit$0$202,354 â–¼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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