BetterWealth, LLC

Q1 2026 13F-HR Holdings

Location
San Jose, CA
Holdings as of
3/31/2026
Date filed
4/24/2026
Form type
13F-HR
Num holdings
85
Total value ($000)
$509,761
Net value change ($000)
+71,194 (16.2%)
New positions
16
Sold out positions
1
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
VBIL 47,975 3028.7%
AAPL 8,559 23.8%
DFAX 2,314 3.9%
SHOP 2,173 NEW
AVUV 1,743 10.7%
BIV 992 2.7%
EBI 777 2.4%
CGXU 672 4.1%
VV 660 NEW
VTI 578 NEW
Top Reduces (Value $000, Stocks/ETFs)
DFAC -901 -0.8%
CGGR -570 -6.2%
GOOGL -457 -9.0%
ES -386 -37.0%
DUHP -338 -6.7%
TSLA -320 -15.9%
QCOM -249 -100.0%
DFSU -157 -6.5%
INTU -71 -26.0%
MAGS -46 -12.0%
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