Data as of Q4 2025 (Dec 31, 2025)·Next filing deadline: May 15, 2026

BetterWealth, LLC

•CIK: 1911702•Filing: Q4 2025

**BetterWealth, LLC** manages $439M across a diversified portfolio of 70 positions. The fund exhibits significant concentration in select names, notably holding DFAC at $110.9M and DFAX at $59.6M. Further substantial allocations include BIV ($36.2M), AAPL ($35.9M), and EBI ($32.9M). This structure suggests a conviction-driven approach targeting outsized returns within specific market sectors.

Total AUM

$438.6M

QoQ Performance

+4.4%

Positions

52

Top 10 Concentration

80.9%

Latest Filing

Q4 2025

Top Holdings Allocation

DFAC

DFAX

BIV

AAPL

EBI

DFAC25.3%

DFAX13.6%

BIV8.3%

AAPL8.2%

EBI7.5%

BSV4.9%

CGXU3.7%

AVUV3.7%

📈 Biggest Buys

VANGUARD BD INDEX FDS

+5.6%

8.3% of portfolio

VANGUARD BD INDEX FDS

+5.5%

4.9% of portfolio

DIMENSIONAL ETF TRUST

+0.9%

25.3% of portfolio

AMERICAN CENTY ETF TR

+5.9%

3.7% of portfolio

AMERICAN CENTY ETF TR

+4.7%

3.3% of portfolio

📉 Biggest Sells

DIMENSIONAL ETF TRUST

-10.4%

0.6% of portfolio

EVERSOURCE ENERGY

-18.4%

0.2% of portfolio

RBB FUND TRUST

-0.7%

7.5% of portfolio

APPLE INC

-0.5%

8.2% of portfolio

ALPHABET INC

-34.1%

0.1% of portfolio

Sector Breakdown

Other87.4%

Technology10.3%

Consumer0.8%

Healthcare0.6%

ETF0.5%

Financial0.3%

Energy0.1%

Communication0.1%

🚪 Exited Positionssold since Q3 2025

ISHARES TR

SOLD

$513.2K

ISHARES TR

SOLD

$268.7K

VANGUARD INSTL INDEX FD

SOLD

$221.3K

Changes from Q3 2025

NEW4 new positions

↑19 increased

↓34 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

📌 Top Holdings

DIMENSIONAL ETF TRUST

DIMENSIONAL ETF TRUST

VANGUARD BD INDEX FDS

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