BetterWealth, LLC
13F holdings for Q2 2026 · SAN JOSE, CA · filed July 22, 2026
BetterWealth, LLC reported $565M in 13F securities across 86 holdings for Q2 2026, in a Form 13F filed July 22, 2026. The largest positions were Dimensional ETF Trust (22.3%), Dimensional ETF Trust (11.8%), Vanguard Instl Index FD (9.1%). Reported value rose 10.9% from the quarter before. It opened 4 new positions, added to 27, trimmed 22 and sold out of 3.
- 13F value Q2 2026
- $565M
- Holdings
- 86
- Change vs prior quarter
- +10.9%
- Rank by 13F value
- #3,588
Holdings as of June 30, 2026, the end of Q2 2026. Managers have 45 days after a quarter ends to file Form 13F (by August 14, 2026 for Q2 2026), so positions may have changed since.
Top holdings
| Stock | Value | Weight | Shares | Change in shares | Move |
|---|---|---|---|---|---|
| Dimensional ETF Trust | $126M | 22.3% | 2,837,675 | +0.3% | Added |
| Dimensional ETF Trust | $66.6M | 11.8% | 1,808,735 | -0.7% | Trimmed |
| Vanguard Instl Index FD | $51.7M | 9.1% | 682,813 | +4.2% | Added |
| AAPL Apple Inc. | $47.5M | 8.4% | 164,003 | -6.4% | Trimmed |
| Vanguard BD Index FDS | $40.0M | 7.1% | 521,246 | +8.1% | Added |
| RBB Fund Trust | $37.8M | 6.7% | 582,580 | 0% | Unchanged |
| Vanguard BD Index FDS | $23.7M | 4.2% | 304,624 | +6.6% | Added |
| American Centy ETF TR | $20.4M | 3.6% | 163,569 | -0.1% | Trimmed |
| Capital Group Intl Focus Eqt | $20.2M | 3.6% | 584,586 | +0.9% | Added |
| American Centy ETF TR | $16.5M | 2.9% | 347,592 | +2.4% | Added |
| Capital Group Dividend Value | $12.2M | 2.2% | 248,383 | +3.3% | Added |
| Capital Group Growth ETF | $10.4M | 1.8% | 219,968 | +3.0% | Added |
| American Centy ETF TR | $10.1M | 1.8% | 104,621 | -4.1% | Trimmed |
| Dimensional International Small Cap Value ETF | $6.7M | 1.2% | 165,836 | 0% | Unchanged |
| GOOG Alphabet Inc. | $5.6M | 1.0% | 15,963 | -0.6% | Trimmed |
| Dimensional ETF Trust | $5.6M | 1.0% | 164,305 | -0.4% | Trimmed |
| Dimensional ETF Trust | $5.2M | 0.9% | 125,450 | -2.7% | Trimmed |
| Dimensional ETF Trust | $5.2M | 0.9% | 126,772 | -0.8% | Trimmed |
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | $5.1M | 0.9% | 62,187 | +3.9% | Added |
| Dimensional ETF Trust | $3.7M | 0.6% | 94,439 | -2.2% | Trimmed |
| Dimensional ETF Trust | $2.7M | 0.5% | 57,685 | +4.5% | Added |
| NVDA NVIDIA Corporation | $2.3M | 0.4% | 11,355 | -0.5% | Trimmed |
| JNJ Johnson & Johnson | $2.1M | 0.4% | 8,413 | -1.2% | Trimmed |
| SHOP Shopify Inc. | $2.1M | 0.4% | 18,317 | 0% | Unchanged |
| Vanguard Index FDS | $2.0M | 0.4% | 2,966 | -0.1% | Trimmed |
Share positions only, at the value reported for the end of Q2 2026. Weight is the share of $565M in share positions; options and bonds count in the 13F value but not here.
Biggest buys in Q2 2026
- Vanguard BD Index FDS Added+$3.0M
- Vanguard Instl Index FD Added+$2.1M
- Vanguard BD Index FDS Added+$1.5M
- ZYME Zymeworks Inc. New+$487K
- American Centy ETF TR Added+$394K
- Capital Group Dividend Value Added+$386K
- Dimensional ETF Trust Added+$318K
- Capital Group Growth ETF Added+$307K
- QCOM QUALCOMM Incorporated New+$270K
- iShares TR New+$221K
Biggest sells in Q2 2026
- AAPL Apple Inc. Trimmed-$3.2M
- Dimensional ETF Trust Trimmed-$501K
- American Centy ETF TR Trimmed-$433K
- NFLX Netflix Inc. Sold out-$261K
- TD Toronto Dominion Bank Sold out-$231K
- INTU Intuit Inc. Sold out-$202K
- Dimensional ETF Trust Trimmed-$146K
- GOOGL Alphabet Inc. Trimmed-$142K
- Dimensional ETF Trust Trimmed-$84K
- Schwab Strategic TR Trimmed-$44K
The change in shares since Q1 2026, adjusted for stock splits and priced at the Q2 2026 value per share. 4 new, 27 added, 22 trimmed, 3 sold out.
Sector mix
- Not listed with us85.3%
- Technology11.3%
- n/a1.1%
- Health Care0.7%
- Industrials0.4%
- Consumer Discretionary0.4%
- Funds and other0.2%
- Finance0.2%
- Utilities0.2%
- Energy0.1%
- Telecommunications0.1%
- Capital Goods0.1%
13F value by quarter
More holdings
| Stock | Value | Weight | Shares | Change in shares | Move |
|---|---|---|---|---|---|
| TSLA Tesla Inc. | $1.9M | 0.3% | 4,557 | 0% | Unchanged |
| Vanguard World FD | $1.6M | 0.3% | 26,192 | +3.2% | Added |
| Dimensional ETF Trust | $1.6M | 0.3% | 32,981 | +9.7% | Added |
| Dimensional ETF Trust | $1.2M | 0.2% | 17,488 | -1.5% | Trimmed |
| Dimensional ETF Trust | $1.2M | 0.2% | 26,765 | +2.0% | Added |
| AMAT Applied Materials Inc. | $1.0M | 0.2% | 1,423 | 0% | Unchanged |
| Dimensional ETF Trust | $1.0M | 0.2% | 18,261 | 0% | Unchanged |
| BRK.B Berkshire Hathaway Inc. | $914K | 0.2% | 1,826 | 0% | Unchanged |
| AMZN Amazon.com Inc. | $902K | 0.2% | 3,785 | +14.4% | Added |
| Vanguard Ftse Developed Markets ETF | $896K | 0.2% | 12,579 | 0% | Unchanged |
| Dimensional ETF Trust | $888K | 0.2% | 17,042 | +8.9% | Added |
| MU Micron Technology Inc. | $845K | 0.1% | 732 | -0.1% | Trimmed |
| QQQ Invesco QQQ Trust, Series 1 | $838K | 0.1% | 1,138 | +0.2% | Added |
| KLAC KLA Corporation | $811K | 0.1% | 2,687 | +0.3% | Added |
| LLY Eli Lilly and Company | $784K | 0.1% | 654 | +0.3% | Added |
| Vanguard Morningstar Large-Cap Et | $759K | 0.1% | 2,208 | 0% | Unchanged |
| AMD Advanced Micro Devices Inc. | $694K | 0.1% | 1,195 | 0% | Unchanged |
| ES Eversource Energy (D/B/A) | $687K | 0.1% | 9,502 | 0% | Unchanged |
| MSFT Microsoft Corporation | $679K | 0.1% | 1,820 | +26.3% | Added |
| Vanguard Index FDS | $667K | 0.1% | 1,802 | 0% | Unchanged |
| Dimensional ETF Trust | $639K | 0.1% | 13,068 | +5.8% | Added |
| CVX Chevron Corporation | $605K | 0.1% | 3,648 | -5.2% | Trimmed |
| ADI Analog Devices Inc. | $594K | 0.1% | 1,495 | -0.1% | Trimmed |
| GOOGL Alphabet Inc. | $546K | 0.1% | 1,528 | -20.7% | Trimmed |
| LRCX Lam Research Corporation | $513K | 0.1% | 1,183 | +0.9% | Added |
Showing the 50 largest of 86 share positions. The full filing on SEC EDGAR
Questions about BetterWealth, LLC
- What does BetterWealth, LLC own?
- In its Form 13F for Q2 2026, BetterWealth, LLC reported 86 holdings worth $565M. The five largest were Dimensional ETF Trust, Dimensional ETF Trust, Vanguard Instl Index FD, AAPL, Vanguard BD Index FDS.
- What did BetterWealth, LLC buy and sell in Q2 2026?
- BetterWealth, LLC opened 4 new positions, added to 27, trimmed 22 and sold out of 3 compared with the quarter before.
- When did BetterWealth, LLC file its latest 13F?
- Form 13F is due 45 days after each quarter ends. The Q2 2026 report was due August 14, 2026 and was filed July 22, 2026.
From Form 13F filed by BetterWealth, LLC (SEC CIK 0001911702) for the quarter ended June 30, 2026, via the SEC's Form 13F data sets. Amendments that restate a report replace it; amendments that add holdings are included. View on SEC EDGAR · All funds