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Betterwealth, LLC
BetterWealth, LLC is a registered investment adviser headquartered in San Jose, California. Founded in 2018, the firm specializes in wealth, tax, and estate planning, offering advisory and asset management services primarily to individuals, including high net worth clients, as well as pension and profit sharing plans and corporations. The firm has approximately 6 employees, with the majority directly involved in investment advising.
Investment Strategy
BetterWealth, LLC provides comprehensive investment advisory services, focusing on long-term wealth accumulation and protection through diversified portfolios of equities and fixed income securities. Their approach emphasizes whole life planning, tax efficiency, and customized estate strategies tailored to the individual goals of clients. The firm primarily serves individuals, including high net worth individuals, using strategic asset allocation and evidence-based investing to achieve sustainable growth and risk management.
Latest 13F Filing Activity
Betterwealth, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 68 equity positions with a total 13F market value of $420M. The fund increased holdings in Dimensional Etf Trust, Apple Inc., Dimensional Etf Trust among other positions. Betterwealth, LLC reduced exposure to Nvidia Corporation, Schwab Strategic TR, Microsoft Corp. among others.
Top Holdings
Equity Positions (68)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DIMENSIONAL ETF TRUST | 25.50% | $107.1M | 2,777,126 | $24.24 | $38.57 | +$6.2M |
D DFAX | DIMENSIONAL ETF TRUST | 13.46% | $56.5M | 1,801,189 | $23.45 | $31.38 | +$2.8M |
B BIV | VANGUARD BD INDEX FDS | 8.19% | $34.4M | 440,389 | $75.00 | $78.09 | +$1.4M |
A AAPL | APPLE INC | 8.05% | $33.8M | 132,793 | $192.15 | $254.63 | +$4.1M |
B BSV | VANGUARD BD INDEX FDS | 4.89% | $20.6M | 260,446 | $77.13 | $78.91 | +$1.3M |
Industry Allocation
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