Institutional Fund
Betterwealth, LLC
San Jose, CACIK 19117025 filings on record
Portfolio Value
$509.76M
Q1 2026
Holdings
85
Reported positions
New Buys
16
Opened this quarter
QoQ Change
+16.2%
from $438.57M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Dimensional ETF Trust21.6%
- Dimensional ETF Trust12.1%
- Vanguard Instl Index Fd9.7%
- Apple Inc8.7%
- Vanguard Bd Index Fds7.3%
- Rbb Fund Trust6.6%
- Other33.9%
Portfolio Holdings
85 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust | 2.83M | $109.99M | 21.6% | +29.4K | Added |
| 2 | Dimensional ETF Trust | 1.82M | $61.90M | 12.1% | +1.7K | Added |
| 3 | Vanguard Instl Index Fd | 655.1K | $49.56M | 9.7% | +634.1K | Added |
| 4 | Apple Inc | 175.2K | $44.47M | 8.7% | +43.1K | Added |
| 5 | Vanguard Bd Index Fds | 482.0K | $37.20M | 7.3% | +17.1K | Added |
| 6 | Rbb Fund Trust | 582.6K | $33.71M | 6.6% | +562 | Added |
| 7 | Vanguard Bd Index Fds | 285.7K | $22.40M | 4.4% | +10.8K | Added |
| 8 | American Centy ETF Tr | 163.8K | $18.09M | 3.5% | +3.5K | Added |
| 9 | Capital Group Intl Focus Eqt | 579.6K | $17.09M | 3.4% | +23.9K | Added |
| 10 | American Centy ETF Tr | 339.3K | $14.94M | 2.9% | +7.8K | Added |
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