BetterWealth, LLC

Q3 2026 13F-HR Holdings

Location
San Jose, CA
Holdings as of
9/30/2026
Date filed
10/15/2026
Form type
13F-HR
Num holdings
86
Total value ($000)
$590,924
Net value change ($000)
+25,660 (4.5%)
New positions
4
Sold out positions
4
Turnover %
1.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
VBIL 30,525 59.1%
AAPL 4,597 9.7%
SHOP 867 41.5%
DFAX 865 1.3%
CGXU 630 3.1%
DFAC 589 0.5%
DFCA 544 NEW
DISV 464 7.0%
EXXONMOBIL HOLDINGS CORP 413 NEW
IBM 326 NEW
Top Reduces (Value $000, Stocks/ETFs)
DUHP -5,235 -100.0%
DFSV -3,663 -100.0%
GOOGL -1,226 -21.7%
AVUV -870 -4.3%
AVRE -763 -4.6%
MU -577 -68.3%
TSLA -349 -18.2%
XOM -347 -100.0%
AMAT -301 -29.3%
BIV -291 -0.7%
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