BetterWealth, LLC 13F Holdings · Q2 2026
BetterWealth, LLC reported 86 securities worth $565.26M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: DFAC (22.27%), DFAX (11.79%), VBIL (9.14%). Among its top 25 positions this quarter: 10 added, 13 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $125.9M | 22.27% | 2.8M | Added |
| 2 | DFAX | DIMENSIONAL ETF TRUST | $66.6M | 11.79% | 1.8M | Trimmed |
| 3 | VBIL | VANGUARD INSTL INDEX FD | $51.7M | 9.14% | 682,813 | Added |
| 4 | AAPL | APPLE INC | $47.5M | 8.40% | 164,003 | Trimmed |
| 5 | BIV | VANGUARD BD INDEX FDS | $40.0M | 7.07% | 521,246 | Added |
| 6 | EBI | RBB FUND TRUST | $37.8M | 6.69% | 582,580 | Hold |
| 7 | BSV | VANGUARD BD INDEX FDS | $23.7M | 4.20% | 304,624 | Added |
| 8 | AVUV | AMERICAN CENTY ETF TR | $20.4M | 3.61% | 163,569 | Trimmed |
| 9 | CGXU | CAPITAL GROUP INTL FOCUS EQT | $20.2M | 3.58% | 584,586 | Added |
| 10 | AVRE | AMERICAN CENTY ETF TR | $16.5M | 2.91% | 347,592 | Added |
| 11 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $12.2M | 2.17% | 248,383 | Added |
| 12 | CGGR | CAPITAL GROUP GROWTH ETF | $10.4M | 1.84% | 219,968 | Added |
| 13 | AVEM | AMERICAN CENTY ETF TR | $10.1M | 1.79% | 104,621 | Trimmed |
| 14 | DISV | DIMENSIONAL ETF TRUST | $6.7M | 1.18% | 165,836 | Trimmed |
| 15 | GOOG | ALPHABET INC | $5.6M | 1.00% | 15,963 | Trimmed |
| 16 | DIHP | DIMENSIONAL ETF TRUST | $5.6M | 0.99% | 164,305 | Trimmed |
| 17 | DUHP | DIMENSIONAL ETF TRUST | $5.2M | 0.93% | 125,450 | Trimmed |
| 18 | DFEM | DIMENSIONAL ETF TRUST | $5.2M | 0.91% | 126,772 | Trimmed |
| 19 | VCIT | VANGUARD SCOTTSDALE FDS | $5.1M | 0.91% | 62,187 | Added |
| 20 | DFSV | DIMENSIONAL ETF TRUST | $3.7M | 0.65% | 94,439 | Trimmed |
| 21 | DFSU | DIMENSIONAL ETF TRUST | $2.7M | 0.48% | 57,685 | Added |
| 22 | NVDA | NVIDIA CORPORATION | $2.3M | 0.40% | 11,355 | Trimmed |
| 23 | JNJ | JOHNSON & JOHNSON | $2.1M | 0.38% | 8,413 | Trimmed |
| 24 | SHOP | SHOPIFY INC | $2.1M | 0.37% | 18,317 | Hold |
| 25 | VOO | VANGUARD INDEX FDS | $2.0M | 0.36% | 2,966 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR