13F Filings History of BetterWealth, LLC
- Latest 13F filing
- Q2 2026 - 22 Jul 2026
- Latest reported 13F value
- $565,263,911
- Largest 13F holdings
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DFAC DFAX VBIL AAPL BIV EBI BSV AVUV CGXU AVRE CGDV CGGR
+8 more
AVEM DISV GOOG DIHP DUHP DFEM VCIT DFSV - Form 13F summary
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- BetterWealth, LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- BetterWealth, LLC reported 86 equity holdings with a total reported market value of $565,263,911 for Q2 2026. Top reported holdings included DFAC, DFAX, VBIL, AAPL, and BIV.
- Manager signature
- Sue Cox - Chief Compliance Officer
- Manager location
- San Jose, CA
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2026
Latest value
$565,263,911
Quarter delta
+$55,502,996
Accepted
21 Jul 2026, 17:39
Rows shown
1-19 of 19
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 86 | $565,263,911 | +$10,993,700 | -$5,621,438 | +$5,372,262 | DFAC, DFAX, VBIL, AAPL, BIV | 13F-HR | 21 Jul 2026, 17:39 |
| Q1 2026 | 85 | $509,760,915 | +$74,001,972 | -$1,571,516 | +$72,430,456 | DFAC, DFAX, VBIL, AAPL, BIV | 13F-HR | 24 Apr 2026, 15:47 |
| Q4 2025 | 70 | $438,567,047 | +$10,052,749 | -$3,309,692 | +$6,743,057 | DFAC, DFAX, BIV, AAPL, EBI | 13F-HR | 15 Jan 2026, 17:27 |
| Q3 2025 | 69 | $420,029,121 | +$10,399,972 | -$11,628,530 | -$1,228,558 | DFAC, DFAX, BIV, AAPL, EBI | 13F-HR | 21 Oct 2025, 17:15 |
| Q2 2025 | 63 | $390,442,513 | +$12,430,591 | -$1,675,062 | +$10,755,529 | DFAC, DFAX, BIV, EBI, AAPL | 13F-HR | 14 Jul 2025, 13:50 |
| Q1 2025 | 61 | $356,383,589 | +$35,592,450 | -$32,857,001 | +$2,735,449 | DFAC, DFAX, AAPL, BIV, EBI | 13F-HR | 25 Apr 2025, 19:22 |
| Q4 2024 | 68 | $363,006,358 | +$103,838,777 | -$76,052,585 | +$27,786,192 | DFAC, AAPL, DFAX, BIV, BSV | 13F-HR | 22 Jan 2025, 18:09 |
| Q3 2024 | 63 | $338,408,405 | +$8,292,812 | -$3,391,646 | +$4,901,166 | DFAC, AAPL, DUHP, DFAX, DFSV | 13F-HR | 22 Oct 2024, 16:51 |
| Q2 2024 | 61 | $313,775,029 | +$8,237,997 | -$7,159,732 | +$1,078,265 | DFAC, AAPL, DUHP, DFAX, DFSV | 13F-HR | 19 Jul 2024, 17:19 |
| Q1 2024 | 63 | $306,964,728 | +$9,843,158 | -$7,532,991 | +$2,310,167 | DFAC, AAPL, DUHP, DFAX, DFSV | 13F-HR | 19 Apr 2024, 12:46 |
| Q4 2023 | 61 | $292,434,339 | +$23,803,328 | -$5,186,932 | +$18,616,396 | DFAC, AAPL, DFAX, DUHP, DFSV | 13F-HR | 23 Jan 2024, 14:09 |
| Q3 2023 | 49 | $248,329,914 | +$4,031,761 | -$2,043,942 | +$1,987,819 | DFAC, AAPL, DUHP, DFAX, DFSV | 13F-HR | 23 Oct 2023, 20:32 |
| Q2 2023 | 45 | $256,927,635 | +$1,792,259 | -$4,047,608 | -$2,255,349 | DFAC, AAPL, DUHP, DFAX, DFSV | 13F-HR | 24 Jul 2023, 14:01 |
| Q1 2023 | 44 | $247,069,656 | +$11,793,976 | -$1,673,690 | +$10,120,286 | DFAC, AAPL, DUHP, DFAX, DFSV | 13F-HR | 19 Apr 2023, 20:13 |
| Q4 2022 | 39 | $222,124,660 | +$17,350,482 | -$3,094,681 | +$14,255,801 | DFAC, AAPL, DUHP, DFAX, DFSV | 13F-HR | 23 Jan 2023, 21:37 |
| Q3 2022 | 36 | $194,378,000 | +$6,811,245 | -$2,724,118 | +$4,087,127 | DFAC, AAPL, DFAX, DUHP, DFCF | 13F-HR | 28 Oct 2022, 06:33 |
| Q2 2022 | 37 | $202,647,000 | +$165,284,889 | -$25,990,722 | +$139,294,167 | DFAC, AAPL, DFAX, DUHP, DFCF | 13F-HR | 28 Jul 2022, 17:33 |
| Q1 2022 | 36 | $74,685,000 | +$473,588 | -$65,992,329 | -$65,518,741 | AAPL, USMV, EEMV, DFAU, VCIT | 13F-HR | 02 May 2022, 11:52 |
| Q4 2021 | 42 | $142,641,000 | $0 | $0 | $0 | DFAC, AAPL, DFAX, USMV, DFAT | 13F-HR | 03 Mar 2022, 10:53 |