13F Filings History of BetterWealth, LLC

Latest 13F report
Q3 2025 - Oct 21, 2025
Value $
$420M
Signature - Title
Sue Cox - Chief Compliance Officer
Location
San Jose, CA
Summary
This page shows a list of all the recent 13F filings made by BetterWealth, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. BetterWealth, LLC reported 69 stock holdings with total value $420M as of Q3 2025. Top holdings included DFAC, DFAX, BIV, AAPL, and EBI.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2025 69 $420M +$10.4M -$11.6M -$1.23M DFAC, DFAX, BIV, AAPL, EBI 13F-HR 10/21/2025, 05:15 PM
Q2 2025 63 $390M +$12.4M -$1.68M +$10.8M DFAC, DFAX, BIV, EBI, AAPL 13F-HR 7/14/2025, 01:50 PM
Q1 2025 61 $356M +$35.6M -$32.9M +$2.74M DFAC, DFAX, AAPL, BIV, EBI 13F-HR 4/25/2025, 07:22 PM
Q4 2024 68 $363M +$104M -$76.1M +$27.8M DFAC, AAPL, DFAX, BIV, BSV 13F-HR 1/22/2025, 06:09 PM
Q3 2024 63 $338M +$8.29M -$3.39M +$4.9M DFAC, AAPL, DUHP, DFAX, DFSV 13F-HR 10/22/2024, 04:51 PM
Q2 2024 61 $314M +$8.24M -$7.16M +$1.08M DFAC, AAPL, DUHP, DFAX, DFSV 13F-HR 7/19/2024, 05:19 PM
Q1 2024 63 $307M +$9.84M -$7.53M +$2.31M DFAC, AAPL, DUHP, DFAX, DFSV 13F-HR 4/19/2024, 12:46 PM
Q4 2023 61 $292M +$23.8M -$5.19M +$18.6M DFAC, AAPL, DFAX, DUHP, DFSV 13F-HR 1/23/2024, 02:09 PM
Q3 2023 49 $248M +$4.03M -$2.04M +$1.99M DFAC, AAPL, DUHP, DFAX, DFSV 13F-HR 10/23/2023, 08:32 PM
Q2 2023 45 $257M +$1.79M -$4.05M -$2.26M DFAC, AAPL, DUHP, DFAX, DFSV 13F-HR 7/24/2023, 02:01 PM
Q1 2023 44 $247M +$11.8M -$1.67M +$10.1M DFAC, AAPL, DUHP, DFAX, DFSV 13F-HR 4/19/2023, 08:13 PM
Q4 2022 39 $222M +$17.4M -$3.09M +$14.3M DFAC, AAPL, DUHP, DFAX, DFSV 13F-HR 1/23/2023, 09:37 PM
Q3 2022 36 $194M +$6.81M -$2.72M +$4.09M DFAC, AAPL, DFAX, DUHP, DFCF 13F-HR 10/28/2022, 06:33 AM
Q2 2022 37 $203M +$165M -$26M +$139M DFAC, AAPL, DFAX, DUHP, DFCF 13F-HR 7/28/2022, 05:33 PM
Q1 2022 36 $74.7M +$474K -$66M -$65.5M AAPL, USMV, EEMV, DFAU, VCIT 13F-HR 5/2/2022, 11:52 AM
Q4 2021 42 $143M $0 $0 DFAC, AAPL, DFAX, USMV, DFAT 13F-HR 3/3/2022, 10:53 AM