BetterWealth, LLC

Q3 2025 13F-HR Holdings

Location
San Jose, CA
Holdings as of
9/30/2025
Date filed
10/21/2025
Form type
13F-HR
Num holdings
69
Total value ($000)
$420,029
Net value change ($000)
+29,586 (7.6%)
New positions
11
Sold out positions
5
Turnover %
1.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/14/2025 Next filing: 1/15/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
DFAC 6,185 6.1%
AAPL 4,148 14.0%
DFAX 2,768 5.1%
EBI 2,437 8.2%
AVUV 1,748 13.1%
CGXU 1,593 11.2%
VBIL 1,560 NEW
BIV 1,396 4.2%
ES 1,351 NEW
GOOGL 980 32.7%
Top Reduces (Value $000, Stocks/ETFs)
NVDA -1,374 -46.0%
SCHB -469 -100.0%
MSFT -393 -38.5%
VTI -392 -100.0%
VV -385 -100.0%
VIG -235 -100.0%
PG -219 -100.0%
DFAT -160 -12.3%
DFUV -157 -15.9%
VTV -101 -23.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type