BetterWealth, LLC
All 13F Filings
- Location
- San Jose, CA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 565,264
- Description
- —
- 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 |
|---|---|---|---|---|---|
| Q2 2026 | 7/21/2026 | 86 | 565,264 | 13F-HR | BetterWealth, LLC |
| Q1 2026 | 4/24/2026 | 85 | 509,761 | 13F-HR | BetterWealth, LLC |
| 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 | 147.2 K | 26.0% | 16.65 K | 0 | 16.65 K |
| ETFs | 394.3 K | 69.8% | 37.52 K | 0 | 37.52 K |
| Debt | 23.73 K | 4.2% | 1.335 K | 0 | 1.335 K |
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Fund Snapshot
Q2 2026
Latest filed
7/21/2026
Total value ($000)
565,264
Holdings
86
QoQ value change ($000)
55,503
(10.9%)
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.