Q3 2026 13F · SEC CIK 1911702

BetterWealth, LLC

Wealth managerFiled 2026-10-15 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $590.9M
Reported positions: 86
Top holdings a year, 3 yrs: +17.5%
Assets under management: $659.9M

BetterWealth, LLC is a wealth manager that reported 86 positions worth $590.9M in its Q3 2026 13F, filed 2026-10-15. Its largest holdings were Dimensional ETF Trust (DFAC, 21.4%), Vanguard Instl Index Fd (VBIL, 13.9%), Dimensional ETF Trust (DFAX, 11.4%). A portfolio copying its top holdings returned 17.5% a year over the last 3 years, against 22.3% for the S&P 500.

BetterWealth, LLC holdings largest 50 of 86 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

BetterWealth, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
DFACDimensional ETF Trust	21.4%	22.3%	2,845,172	+0.3%	$126.5M
VBILVanguard Instl Index Fd	13.9%	9.1%	1,085,581	+59.0%	$82.2M
DFAXDimensional ETF Trust	11.4%	11.8%	1,823,321	+0.8%	$67.5M
AAPLApple Inc	8.8%	8.4%	156,307	-4.7%	$52.1M
BIVVanguard Bd Index Fds	6.7%	7.1%	544,736	+4.5%	$39.7M
EBIRbb Fund Trust	6.4%	6.7%	581,424	-0.2%	$38.0M
BSVVanguard Bd Index Fds	4.0%	4.2%	307,279	+0.9%	$23.5M
CGXUCapital Group Intl Focus Eqt	3.5%	3.6%	608,575	+4.1%	$20.9M
AVUVAmerican Centy ETF Tr	3.3%	3.6%	165,890	+1.4%	$19.5M
AVREAvantis Real Estate ETF	2.7%	2.9%	354,130	+1.9%	$15.7M
CGDVCapital Group Dividend Value	2.1%	2.2%	250,838	+1.0%	$12.3M
CGGRCapital Group Growth ETF	1.8%	1.8%	223,855	+1.8%	$10.6M
AVEMAmerican Centy ETF Tr	1.7%	1.8%	106,052	+1.4%	$10.0M
DISVDimensional ETF Trust	1.2%	1.2%	164,439	-0.8%	$7.1M
DIHPDimensional International High Profitabi	0.9%	1.0%	162,760	-0.9%	$5.5M
DFEMDimensional ETF Trust	0.8%	0.9%	125,715	-0.8%	$5.0M
VCITVanguard Scottsdale Fds	0.8%	0.9%	63,516	+2.1%	$5.0M
GOOGAlphabet Inc	0.7%	1.0%	12,954	-18.8%	$4.4M
SHOPShopify Inc	0.5%	0.4%	19,947	+8.9%	$3.0M
DFSUDimensional ETF Trust	0.5%	0.5%	59,834	+3.7%	$2.8M
NVDANvidia Corporation	0.4%	0.4%	9,699	-14.6%	$2.2M
JNJJohnson & Johnson	0.4%	0.4%	7,913	-5.9%	$2.1M
VOOVanguard Index Fds	0.4%	0.4%	2,980	+0.5%	$2.1M
DFSDDimensional Short-Duration Fixed Income	0.3%	0.3%	40,257	+22.1%	$1.9M
TSLATesla Inc	0.3%	0.3%	4,419	-3.0%	$1.6M
VCEBVanguard Esg U.s. Corporate Bond ETF	0.3%	0.3%	24,754	-5.5%	$1.5M
DFSIDimensional ETF Trust	0.2%	0.2%	29,011	+8.4%	$1.3M
DFATDimensional ETF Trust	0.2%	0.2%	17,488	+0.0%	$1.2M
DFUVDimensional ETF Trust	0.2%	0.2%	18,261	+0.0%	$1.0M
MSFTMicrosoft Corp	0.2%	0.1%	1,826	+0.3%	$937K
BRK-BBerkshire Hathaway Inc Del	0.2%	0.2%	1,826	+0.0%	$909K
VEAVanguard Ftse Developed Markets Index Fu	0.1%	0.2%	12,579	+0.0%	$888K
DFSBDimensional ETF Trust	0.1%	0.2%	17,134	+0.5%	$849K
QQQInvesco Qqq Tr	0.1%	0.1%	1,140	+0.2%	$844K
AMZNAmazon Com Inc	0.1%	0.2%	3,302	-12.8%	$823K
VVVanguard Index Fds	0.1%	0.1%	2,208	+0.0%	$777K
LLYEli Lilly & Co	0.1%	0.1%	654	+0.0%	$757K
AMDAdvanced Micro Devices Inc	0.1%	0.1%	1,195	+0.0%	$731K
AMATApplied Matls Inc	0.1%	0.2%	1,423	+0.0%	$728K
CVXChevron Corporation	0.1%	0.1%	3,399	-6.8%	$694K
VTIVanguard Index Fds	0.1%	0.1%	1,802	+0.0%	$674K
DFSEDimensional ETF Trust	0.1%	0.1%	13,490	+3.2%	$652K
ESEversource Energy	0.1%	0.1%	9,502	+0.0%	$610K
ADIAnalog Devices Inc	0.1%	0.1%	1,464	-2.1%	$581K
DFCADimensional ETF Trust	0.1%	—	11,412	—	$544K
GOOGLAlphabet Inc	0.1%	0.1%	1,528	+0.0%	$526K
KLACKla Corp	0.1%	0.1%	2,687	+0.0%	$524K
ZYMEZymeworks Inc	0.1%	—	18,622	—	$493K
MAGSListed Fds Tr	0.1%	—	5,825	—	$418K
CSCOCisco Sys Inc	0.1%	—	3,872	—	$417K

What BetterWealth, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

VBIL Vanguard Instl Index Fd+59.0% shares
DFSD Dimensional Short-Duration Fixed Income +22.1% shares
SHOP Shopify Inc+8.9% shares
DFSI Dimensional ETF Trust+8.4% shares

Reduced

GOOG Alphabet Inc-18.8% shares
NVDA Nvidia Corporation-14.6% shares
AMZN Amazon Com Inc-12.8% shares
CVX Chevron Corporation-6.8% shares
JNJ Johnson & Johnson-5.9% shares
VCEB Vanguard Esg U.s. Corporate Bond ETF-5.5% shares

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +12.5% /yr; S&P 500 +11.7%
3 years: +17.5% /yr; S&P 500 +22.3%
5 years: +9.5% /yr; S&P 500 +12.9%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$590.9M	86
Q2 2026	$565.3M	86
Q1 2026	$509.8M	85
Q4 2025	$438.6M	70
Q3 2025	$420.0M	69
Q2 2025	$390.4M	63
Q1 2025	$356.4M	61
Q4 2024	$363.0M	68
Q3 2024	$338.4M	63
Q2 2024	$313.8M	61
Q1 2024	$307.0M	63
Q4 2023	$292.4M	61

Questions about BetterWealth, LLC's portfolio

What stocks does BetterWealth, LLC own?

BetterWealth, LLC's latest 13F, for Q3 2026 and filed Oct 15, 2026, lists 86 positions worth $590.9M. The largest are Dimensional ETF Trust (DFAC) at 21.4%, Vanguard Instl Index Fd (VBIL) at 13.9%, Dimensional ETF Trust (DFAX) at 11.4%, Apple Inc (AAPL) at 8.8% and Vanguard Bd Index Fds (BIV) at 6.7%.

What did BetterWealth, LLC buy last quarter?

In Q3 2026, BetterWealth, LLC added Vanguard Instl Index Fd (VBIL) (+59.0% shares), Dimensional Short-Duration Fixed Income (DFSD) (+22.1% shares) and Shopify Inc (SHOP) (+8.9% shares), compared with its Q2 2026 filing.

What did BetterWealth, LLC sell last quarter?

In Q3 2026, BetterWealth, LLC cut from its top 50 Dimensional ETF Trust (DUHP), cut from its top 50 Dimensional US Small Cap (DFSV), cut from its top 50 Micron Technology Inc (MU), cut from its top 50 Lam Research Corp (LRCX), Alphabet Inc (GOOG) (-18.8% shares), Nvidia Corporation (NVDA) (-14.6% shares) and Amazon Com Inc (AMZN) (-12.8% shares), compared with its Q2 2026 filing.

How has BetterWealth, LLC's portfolio performed?

A portfolio copying BetterWealth, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +17.5% a year over the last 3 years, against +22.3% for the S&P 500. Over 1 year: +12.5% against +11.7%. Over 5 years: +9.5% a year against +12.9%.

When is BetterWealth, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. BetterWealth, LLC's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does BetterWealth, LLC manage?

BetterWealth, LLC reported $659.9M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $590.9M.