Betterwealth
$591M 13F equity value
89 Holdings
Quarter ended September 30, 2026
The latest 13F on file for Betterwealth covers the quarter ended September 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 2,845,172 | $126M | 21.4% |
| VBIL | VANGUARD INSTL INDEX FD | 1,085,581 | $82M | 13.9% |
| DFAX | DIMENSIONAL ETF TRUST | 1,823,321 | $67M | 11.4% |
| AAPL | APPLE INC | 156,307 | $52M | 8.8% |
| BIV | VANGUARD BD INDEX FDS | 544,736 | $40M | 6.7% |
| EBI | RBB FUND TRUST | 581,424 | $38M | 6.4% |
| BSV | VANGUARD BD INDEX FDS | 307,279 | $23M | 4.0% |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | 608,575 | $21M | 3.5% |
| AVUV | AMERICAN CENTY ETF TR | 165,890 | $20M | 3.3% |
| AVRE | AMERICAN CENTY ETF TR | 354,130 | $16M | 2.7% |
Track Betterwealth's 13F portfolio: $591M in reported holdings, 89 positions. Top holdings and quarterly changes on SentiSense.
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