BetterWealth, LLC
All 13F Filings
- Location
- San Jose, CA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 438,567
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 1/15/2026 | 70 | 438,567 | 13F-HR | BetterWealth, LLC |
| Q3 2025 | 10/21/2025 | 69 | 420,029 | 13F-HR | BetterWealth, LLC |
| Q2 2025 | 7/14/2025 | 63 | 390,443 | 13F-HR | BetterWealth, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 400.2 K | 91.3% | 17.55 K | 0 | 17.55 K |
| ETFs | 16.71 K | 3.8% | 0 | 114 | -114 |
| Debt | 21.66 K | 4.9% | 1.11 K | 0 | 1.11 K |
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Fund Snapshot
Q4 2025
Latest filed
1/15/2026
Total value ($000)
438,567
Holdings
70
QoQ value change ($000)
18,538
(4.4%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.