Betterwealth, LLC Top Holdings and 13F Report (2025) About Betterwealth, LLCInvestment ActivityBetterwealth, LLC has $390.44 million in total holdings as of June 30, 2025.Betterwealth, LLC owns shares of 63 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 3.18% of the portfolio was purchased this quarter.About 0.43% of the portfolio was sold this quarter.This quarter, Betterwealth, LLC has purchased 61 new stocks and bought additional shares in 20 stocks.Betterwealth, LLC sold shares of 18 stocks and completely divested from 0 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $100,929,186Dimensional World ex U.S. Core Equity 2 ETF $53,753,309Vanguard Intermediate-Term Bond ETF $32,993,553RBB FUND TRUST $29,711,418Apple $29,664,653 Largest New Holdings this Quarter 461202103 - Intuit $312,689 Holding02079K305 - Alphabet $217,892 Holding Largest Purchases this Quarter Dimensional U.S. Core Equity 2 ETF 77,302 shares (about $2.77M)Vanguard Intermediate-Term Bond ETF 21,166 shares (about $1.64M)Avantis U.S. Small Cap Value ETF 17,118 shares (about $1.56M)Vanguard Short-Term Bond ETF 16,043 shares (about $1.26M)Capital Group International Focus Equity ETF 45,858 shares (about $1.24M) Largest Sales this Quarter Apple 2,898 shares (about $594.58K)Dimensional US Small Cap Value ETF 8,839 shares (about $260.13K)KLA 184 shares (about $164.63K)Dimensional International Small Cap Value ETF 3,756 shares (about $123.61K)Dimensional International High Profitability ETF 4,163 shares (about $122.77K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBetterwealth, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$100,929,186$2,770,503 ▲2.8%2,816,10525.8%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$53,753,309$1,037,290 ▲2.0%1,830,21113.8%ETFBIVVanguard Intermediate-Term Bond ETF$32,993,553$1,636,978 ▲5.2%426,6048.5%ETFRBB FUND TRUST$29,711,418$54,238 ▲0.2%583,9517.6%LONGVIEW ADVANTGAAPLApple$29,664,653$594,582 ▼-2.0%144,5867.6%Computer and TechnologyBSVVanguard Short-Term Bond ETF$19,300,105$1,262,586 ▲7.0%245,2364.9%ETFCGXUCapital Group International Focus Equity ETF$14,249,924$1,244,128 ▲9.6%525,2463.6%ETFAVREAvantis Real Estate ETF$13,868,017$334,689 ▲2.5%314,0403.6%ETFAVUVAvantis U.S. Small Cap Value ETF$13,311,810$1,559,450 ▲13.3%146,1233.4%ETFCGDVCapital Group Dividend Value ETF$8,662,921$616,399 ▲7.7%219,3702.2%ETFCGGRCapital Group Growth ETF$8,175,447$578,612 ▲7.6%201,1182.1%ETFAVEMAvantis Emerging Markets Equity ETF$7,125,144$490,061 ▲7.4%103,9561.8%ETFDISVDimensional International Small Cap Value ETF$5,790,292$123,610 ▼-2.1%175,9431.5%ETFDUHPDimensional US High Profitability ETF$5,223,688$85,842 ▼-1.6%146,8981.3%ETFDIHPDimensional International High Profitability ETF$5,091,833$122,767 ▼-2.4%172,6631.3%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$4,015,477$102,129 ▼-2.5%135,2921.0%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$3,950,043$117,497 ▲3.1%47,6371.0%ETFDFSVDimensional US Small Cap Value ETF$3,318,305$260,133 ▼-7.3%112,7520.8%ETFGOOGAlphabet$2,997,617$26,609 ▼-0.9%16,8980.8%Computer and TechnologyNVDANVIDIA$2,988,149$97,161 ▲3.4%18,9140.8%Computer and TechnologyDFSUDimensional US Sustainability Core 1 ETF$2,349,397$11,697 ▲0.5%59,8570.6%ETFVOOVanguard S&P 500 ETF$1,550,7220.0%2,7300.4%ETFJNJJohnson & Johnson$1,516,035$1,986 ▼-0.1%9,9250.4%MedicalVCEBVanguard ESG U.S. Corporate Bond ETF$1,457,566$14,075 ▲1.0%22,9900.4%ETFDFATDimensional U.S. Targeted Value ETF$1,303,918$20,612 ▼-1.6%24,1650.3%ETFDFSDDimensional Short-Duration Fixed Income ETF$1,243,987$35,767 ▲3.0%25,9110.3%ETFTSLATesla$1,114,9870.0%3,5100.3%Auto/Tires/TrucksDFSIDimensional International Sustainability Core 1 ETF$1,075,799$12,375 ▼-1.1%27,2980.3%ETFMSFTMicrosoft$1,021,276$12,934 ▼-1.3%2,0530.3%Computer and TechnologyDFUVDimensional US Marketwide Value ETF$990,1560.0%23,4190.3%ETFBRK.BBerkshire Hathaway$883,1290.0%1,8180.2%FinanceAMZNAmazon.com$806,6900.0%3,6770.2%Retail/WholesaleDFSBDimensional Global Sustainability Fixed Income ETF$740,873$30,618 ▲4.3%14,1310.2%ETFDFSEDimensional Emerging Markets Sustainability Core 1 ETF$525,542$6,394 ▲1.2%13,8080.1%ETFSCHBSchwab US Broad Market ETF$469,3320.0%19,6950.1%ETFIWFiShares Russell 1000 Growth ETF$465,1630.0%1,0960.1%ETFLLYEli Lilly and Company$450,4390.0%5780.1%MedicalVTVVanguard Value ETF$423,2920.0%2,3950.1%ETFVTIVanguard Total Stock Market ETF$391,972$63,809 ▼-14.0%1,2900.1%ETFVVVanguard Large-Cap ETF$384,5840.0%1,3480.1%ETFEXPOExponent$348,5970.0%4,6660.1%Business ServicesCVXChevron$339,503$8,305 ▼-2.4%2,3710.1%EnergyCSCOCisco Systems$325,859$1,249 ▲0.4%4,6970.1%Computer and TechnologyBIGTRoundhill Magnificent Seven ETF$323,113$61,627 ▼-16.0%5,8250.1%ETFINTUIntuit$312,689$312,689 ▲New Holding3970.1%Computer and TechnologyQCOMQUALCOMM$303,072$7,963 ▼-2.6%1,9030.1%Computer and TechnologyWMTWalmart$299,085$3,226 ▼-1.1%3,0590.1%Retail/WholesaleVXUSVanguard Total International Stock ETF$291,1850.0%4,2150.1%ETFQQQInvesco QQQ$290,1630.0%5260.1%FinanceVEAVanguard FTSE Developed Markets ETF$274,3320.0%4,8120.1%ETFCOSTCostco Wholesale$274,1770.0%2770.1%Retail/WholesaleWFCWells Fargo & Company$274,0910.0%3,4210.1%FinanceSPYSPDR S&P 500 ETF Trust$263,204$618 ▲0.2%4260.1%FinanceAMATApplied Materials$259,8300.0%1,4190.1%Computer and TechnologyKLACKLA$239,785$164,629 ▼-40.7%2680.1%Computer and TechnologySBUXStarbucks$238,106$1,924 ▼-0.8%2,5990.1%Retail/WholesaleVIGVanguard Dividend Appreciation ETF$234,9610.0%1,1480.1%ETFXOMExxon Mobil$231,8980.0%2,1510.1%EnergySPTSSPDR Portfolio Short Term Treasury ETF$228,3450.0%7,7960.1%ETFPGProcter & Gamble$218,5980.0%1,3720.1%Consumer StaplesGOOGLAlphabet$217,892$217,892 ▲New Holding1,2360.1%Computer and TechnologyPCGPacific Gas & Electric$191,4100.0%13,7310.0%UtilitiesMANAGER DIRECTED PORTFOLIOS$176,8680.0%16,9090.0%VERT GLB SUST REShowing largest 100 holdings. 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