Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
BetterWealth, LLC (CIK 1911702) reported $509.8M across 85 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: DFAC ($110.0M, 21.58%), DFAX ($61.9M, 12.14%), VBIL ($49.6M, 9.72%), AAPL ($44.5M, 8.72%), BIV ($37.2M, 7.30%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | DFAC | DIMENSIONAL ETF TRUST | $110.0M | 21.58% | 2.8M | Added |
| 2 | DFAX | DIMENSIONAL ETF TRUST | $61.9M | 12.14% | 1.8M | Added |
| 3 | VBIL | VANGUARD INSTL INDEX FD | $49.6M | 9.72% | 655,107 | Added |
| 4 | AAPL | APPLE INC | $44.5M | 8.72% | 175,212 | Added |
| 5 | BIV | VANGUARD BD INDEX FDS | $37.2M | 7.30% | 481,986 | Added |
| 6 | EBI | RBB FUND TRUST | $33.7M | 6.61% | 582,580 | Added |
| 7 | BSV | VANGUARD BD INDEX FDS | $22.4M | 4.39% | 285,657 | Added |
| 8 | AVUV | AMERICAN CENTY ETF TR | $18.1M | 3.55% | 163,756 | Added |
| 9 | CGXU | CAPITAL GROUP INTL FOCUS EQT | $17.1M | 3.35% | 579,572 | Added |
| 10 | AVRE | AMERICAN CENTY ETF TR | $14.9M | 2.93% | 339,282 | Added |
| 11 | CGDV | CAPITAL GROUP DIVIDEND VALUE | $10.2M | 2.01% | 240,559 | Added |
| 12 | AVEM | AMERICAN CENTY ETF TR | $8.8M | 1.72% | 109,104 | Added |
| 13 | CGGR | CAPITAL GROUP GROWTH ETF | $8.6M | 1.68% | 213,461 | Added |
| 14 | DISV | DIMENSIONAL ETF TRUST | $6.5M | 1.28% | 165,839 | Trimmed |
| 15 | DIHP | DIMENSIONAL ETF TRUST | $5.3M | 1.04% | 164,993 | Trimmed |
| 16 | VCIT | VANGUARD SCOTTSDALE FDS | $5.0M | 0.97% | 59,868 | Added |
| 17 | DUHP | DIMENSIONAL ETF TRUST | $4.7M | 0.93% | 128,950 | Trimmed |
| 18 | GOOG | ALPHABET INC | $4.6M | 0.90% | 16,057 | Trimmed |
| 19 | DFEM | DIMENSIONAL ETF TRUST | $4.4M | 0.87% | 127,767 | Trimmed |
| 20 | DFSV | DIMENSIONAL ETF TRUST | $3.4M | 0.66% | 96,612 | Trimmed |
| 21 | DFSU | DIMENSIONAL ETF TRUST | $2.3M | 0.44% | 55,184 | Trimmed |
| 22 | SHOP | SHOPIFY INC | $2.2M | 0.43% | 18,317 | New |
| 23 | JNJ | JOHNSON & JOHNSON | $2.1M | 0.41% | 8,513 | Trimmed |
| 24 | NVDA | NVIDIA CORPORATION | $2.0M | 0.39% | 11,412 | Added |
| 25 | VOO | VANGUARD INDEX FDS | $1.8M | 0.35% | 2,969 | Added |
Source: SEC Form 13F filings · as of 2026-03-31