⏳
Showing Q2 2025 data
Better Money Decisions, LLC's Q4 2025 filing not yet available. Expected by Feb 14, 2026.
Better Money Decisions, LLC
•CIK: 1858428•Filing: Q2 2025
**Better Money Decisions, LLC** manages $165M across a diversified portfolio of 74 positions. The fund exhibits notable concentration in international and sector-specific equities, with top holdings including IEFA at $16.7M and IGSB at $15.9M. Further allocations are weighted toward SPTS ($14.8M) and SPEM ($11.3M), suggesting a tactical focus on global market opportunities. This structure indicates a disciplined, factor-aware approach to capital deployment.
Total AUM
$164.6M
QoQ Performance
+9.8%
Positions
36
Top 10 Concentration
60.9%
Latest Filing
Q2 2025
Top Holdings Allocation
IEFA
IGSB
SPTS
SPEM
DFAT
IJH
IEFA10.2%
IGSB9.7%
SPTS9.0%
SPEM6.8%
DFAT6.1%
IJH5.3%
VOO4.2%
FLRN3.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other86.0%
Technology5.3%
ETF5.2%
Consumer1.8%
Financial0.9%
Communication0.5%
Consumer Staples0.2%
Industrial0.1%
🚪 Exited Positionssold since Q1 2025
Changes from Q1 2025
NEW7 new positions
↑44 increased
↓14 decreased
Historical Filings
Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023