StockDriftsStockDriftsTop 50 BetterWealth, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 22.27% | 2.84M | $125.9M | +0.25%(+7.17K) | $27.08(+70.05%) | 2026-06-30 | |
| DFAX | DIMENSIONAL ETF TRUST | 11.79% | 1.81M | $66.6M | -0.75%(-13.59K) | $25.81(+47.77%) | 2026-06-30 | |
| VBIL | VANGUARD INSTL INDEX FD | 9.14% | 682.8K | $51.7M | +4.23%(+27.71K) | $75.55(+0.08%) | 2026-06-30 | |
| AAPL | APPLE INC | 8.4% | 164.0K | $47.5M | -6.40%(-11.21K) | $196.38(+55.50%) | 2026-06-30 | |
| BIV | VANGUARD BD INDEX FDS | 7.07% | 521.2K | $40.0M | +8.15%(+39.26K) | $76.70(-1.52%) | 2026-06-30 | |
| EBI | RBB FUND TRUST | 6.69% | 582.6K | $37.8M | +0.00%(+0) | $47.34(+43.61%) | 2026-06-30 | |
| BSV | VANGUARD BD INDEX FDS | 4.2% | 304.6K | $23.7M | +6.64%(+18.97K) | $77.61(+0.02%) | 2026-06-30 | |
| AVUV | AMERICAN CENTY ETF TR | 3.61% | 163.6K | $20.4M | -0.11%(-187) | $95.61(+34.04%) | 2026-06-30 | |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | 3.58% | 584.6K | $20.2M | +0.87%(+5.01K) | $26.12(+34.95%) | 2026-06-30 | |
| AVRE | AMERICAN CENTY ETF TR | 2.91% | 347.6K | $16.5M | +2.45%(+8.31K) | $41.69(+16.28%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.99% | +52.06% | — | — | +34.88% |
| Top 20 Holdings Unweighted | +15.28% | +53.22% | — | — | +29.33% |
BetterWealth, LLC reports $565.26M in US-listed equity holdings across 86 positions in its most recent 13F filing. Its largest disclosed positions are DFAC (22.3%), DFAX (11.8%) and VBIL (9.1%). The top 20 holdings account for 92.03% of reported assets. Its disclosed equity book has returned +52.06% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from BetterWealth, LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1911702). View BetterWealth, LLC’s 13F filings on SEC