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Latest BetterWealth, LLC Stock Portfolio

BetterWealth, LLC Performance:
2026 Q1: -0.32%YTD: -0.32%2025: 15.18%
Performance for 2026 Q1 is -0.32%, and YTD is -0.32%, and 2025 is 15.18%.

About BetterWealth, LLC and 13F Hedge Fund Stock Holdings

BetterWealth, LLC is a hedge fund based in San Jose, CA. On 2026-04-24, the fund reported it's updated stock portfolio. In the 13F Holdings report, BetterWealth, LLC reported an equity portfolio of $509.8 Millions as of 31 Mar, 2026.

The top stock holdings of BetterWealth, LLC are DFAC, DFAC, . The fund has invested 21.6% of it's portfolio in DIMENSIONAL ETF TRUST and 12.1% of portfolio in DIMENSIONAL ETF TRUST.

The fund managers got completely rid off QUALCOMM INC (QCOM) stocks. They significantly reduced their stock positions in EVERSOURCE ENERGY (ES), MICRON TECHNOLOGY INC (MU) and STATE STR SPDR S&P 500 ETF T (SPY). BetterWealth, LLC opened new stock positions in SHOPIFY INC (SHOP), VANGUARD INDEX FDS (VB) and ANALOG DEVICES INC (ADI). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INSTL INDEX FD, VANGUARD TAX-MANAGED FDS (VEA) and ALPHABET INC (GOOG).

BetterWealth, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that BetterWealth, LLC made a return of -0.32% in the last quarter. In trailing 12 months, it's portfolio return was 17.36%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
shopify inc2,172,760
vanguard index fds659,802
vanguard index fds578,007
analog devices inc476,256
schwab strategic tr458,317
schwab strategic tr375,557
schwab strategic tr336,177
vanguard index fds322,137
New stocks bought by BetterWealth, LLC

Additions

Ticker% Inc.
vanguard instl index fd3,019
vanguard tax-managed fds144
alphabet inc97.94
jpmorgan chase & co42.97
apple inc32.65
microsoft corp32.2
walmart inc22.02
exxon mobil corp17.89
Additions to existing portfolio by BetterWealth, LLC

Reductions

Ticker% Reduced
eversource energy-38.71
micron technology inc-28.14
state str spdr s&p 500 etf t-10.35
toronto dominion bk ont-7.46
johnson & johnson-7.28
dimensional etf trust-3.7
vanguard star fds-3.56
dimensional etf trust-3.43
BetterWealth, LLC reduced stake in above stock

Sold off

Ticker$ Sold
qualcomm inc-248,536
BetterWealth, LLC got rid off the above stocks

Sector Distribution

BetterWealth, LLC has about 87.2% of it's holdings in Others sector.

Sector%
Others87.2
Technology9.8
Communication Services1.1

Market Cap. Distribution

BetterWealth, LLC has about 12.2% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
UNALLOCATED87.2
MEGA-CAP12.2

Stocks belong to which Index?

About 12.7% of the stocks held by BetterWealth, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
Others87.2
S&P 50012.7
Top 5 Winners (%)%
XOM
exxon mobil corp
36.7 %
CVX
chevron corporation
34.2 %
AMAT
applied matls inc
32.9 %
LRCX
lam research corp
24.8 %
KLAC
kla corp
21.2 %
Top 5 Winners ($)$
DFAC
dimensional etf trust
2.3 M
AEMB
american centy etf tr
1.4 M
rbb fund trust
0.7 M
AEMB
american centy etf tr
0.4 M
JNJ
johnson & johnson
0.3 M
Top 5 Losers (%)%
INTU
intuit
-33.3 %
MSFT
microsoft corp
-21.2 %
TSLA
tesla inc
-17.2 %
WFC
wells fargo & co
-14.5 %
LLY
eli lilly & co
-13.8 %
Top 5 Losers ($)$
AAPL
apple inc
-2.8 M
DFAC
dimensional etf trust
-2.1 M
CGGR
capital group growth etf
-0.9 M
GOOG
alphabet inc
-0.4 M
TSLA
tesla inc
-0.4 M

BetterWealth, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of BetterWealth, LLC

BetterWealth, LLC has 85 stocks in it's portfolio. About 80.3% of the portfolio is in top 10 stocks. AAPL proved to be the most loss making stock for the portfolio. DFAC was the most profitable stock for BetterWealth, LLC last quarter.

Last Reported on: 24 Apr, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions