BetterWealth, LLC

Q2 2026 13F-HR Holdings

Location
San Jose, CA
Holdings as of
6/30/2026
Date filed
7/21/2026
Form type
13F-HR
Num holdings
86
Total value ($000)
$565,264
Net value change ($000)
+55,503 (10.9%)
New positions
4
Sold out positions
3
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/24/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 15,885 14.4%
DFAX 4,730 7.6%
EBI 4,130 12.3%
CGXU 3,146 18.4%
AAPL 2,989 6.7%
BIV 2,780 7.5%
AVUV 2,317 12.8%
VBIL 2,116 4.3%
CGDV 2,007 19.6%
CGGR 1,803 21.0%
Top Reduces (Value $000, Stocks/ETFs)
NFLX -261 -100.0%
TD -231 -100.0%
INTU -202 -100.0%
CVX -191 -24.0%
XOM -83 -19.3%
SHOP -82 -3.8%
WMT -41 -8.9%
EXPO -30 -9.9%
COST -18 -6.1%
FNDE -11 -2.4%
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