StockDriftsStockDriftsTop 50 Betterwealth LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 21.4% | 2.85M | $126.5M | +0.26%(+7.50K) | $27.12(+65.43%) | 2026-09-30 | |
| VBIL | VANGUARD INSTL INDEX FD | 13.91% | 1.09M | $82.2M | +58.99%(+402.77K) | $75.60(+0.08%) | 2026-09-30 | |
| DFAX | DIMENSIONAL ETF TRUST | 11.42% | 1.82M | $67.5M | +0.81%(+14.59K) | $25.90(+40.74%) | 2026-09-30 | |
| AAPL | APPLE INC | 8.81% | 156.3K | $52.1M | -4.69%(-7.70K) | $196.38(+74.63%) | 2026-09-30 | |
| BIV | VANGUARD BD INDEX FDS | 6.72% | 544.7K | $39.7M | +4.51%(+23.49K) | $76.62(-4.33%) | 2026-09-30 | |
| EBI | RBB FUND TRUST | 6.44% | 581.4K | $38.0M | -0.20%(-1.16K) | $47.34(+40.25%) | 2026-09-30 | |
| BSV | VANGUARD BD INDEX FDS | 3.97% | 307.3K | $23.5M | +0.87%(+2.65K) | $77.60(-1.38%) | 2026-09-30 | |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | 3.53% | 608.6K | $20.9M | +4.10%(+23.99K) | $26.45(+23.27%) | 2026-09-30 | |
| AVUV | AMERICAN CENTY ETF TR | 3.31% | 165.9K | $19.5M | +1.42%(+2.32K) | $95.97(+24.71%) | 2026-09-30 | |
| AVRE | AMERICAN CENTY ETF TR | 2.66% | 354.1K | $15.7M | +1.88%(+6.54K) | $41.77(+6.77%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (19 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +15.88% | +55.59% | — | — | +35.56% |
| Top 20 Holdings Unweighted | +15.88% | +55.62% | — | — | +28.44% |
Betterwealth LLC reports $590.92M in US-listed equity holdings across 86 positions in its most recent 13F filing. Its largest disclosed positions are DFAC (21.4%), VBIL (13.9%) and DFAX (11.4%). The top 20 holdings account for 93.28% of reported assets. Its disclosed equity book has returned +55.59% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Betterwealth LLC, compare funds side by side, and get alerts the moment positions change.
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