BetterWealth, LLC

13F filer · CIK 0001911702

Reported Jul 22, 2026

Net seller this quarter

13F portfolio value$565MU.S. long equity reported on 13F

Positions442 new · 3 closed

Net flow last quarter-$2.68MBuys minus sells

Top 10 positions weight33.7%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 22, 202644 positions
DFAXGulf Resources, Inc.	$66.6M	11.79%	Not reported	-0.8%	Q4 2021
AAPLApple Inc.	$47.5M	8.40%	0.00%	-6.4%	Q4 2021
EBIEvergreen International Balanced Income Fund	$37.8M	6.69%	Not reported	Not reported	Q1 2025
BSVNBank7 Corp.	$23.7M	4.20%	3.20%	+6.6%	Q2 2022
GOOGAlphabet Inc.	$5.64M	1.00%	Not reported	-0.6%	Q4 2021
NVDANvidia Corp	$2.27M	0.40%	0.00%	-0.5%	Q3 2023
JNJJohnson & Johnson	$2.14M	0.38%	0.00%	-1.2%	Q4 2021
SHOPShopify Inc.	$2.09M	0.37%	0.00%	Not reported	Q1 2026
TSLATesla, Inc.	$1.92M	0.34%	0.00%	0.0%	Q4 2021
AMATApplied Materials Inc	$1.03M	0.18%	0.00%	Not reported	Q4 2021
BRK.BBerkshire Hathaway Inc	$914K	0.16%	Not reported	Not reported	Q4 2023
AMZNAmazon Com Inc	$902K	0.16%	0.00%	+14.4%	Q4 2021
MUMicron Technology Inc	$845K	0.15%	0.00%	-0.1%	Q4 2025
QQQInvesco QQQ Trust, Series 1	$838K	0.15%	Not reported	+0.2%	Q4 2021
KLACKla Corp	$811K	0.14%	0.00%	+0.3%	Q3 2023
LLYELI LILLY & Co	$784K	0.14%	0.00%	+0.3%	Q4 2022
AMDAdvanced Micro Devices Inc	$694K	0.12%	0.00%	Not reported	Q4 2025
ESEversource Energy	$687K	0.12%	0.00%	0.0%	Q3 2025
MSFTMicrosoft Corp	$679K	0.12%	0.00%	+26.3%	Q4 2021
CVXChevron Corp	$605K	0.11%	0.00%	-5.2%	Q4 2021
ADIAnalog Devices Inc	$594K	0.11%	0.00%	-0.1%	Q1 2026
GOOGLAlphabet Inc.	$546K	0.10%	0.00%	-20.7%	Q4 2021
LRCXLam Research Corp	$513K	0.09%	0.00%	+0.9%	Q4 2025
CSCOCisco Systems, Inc.	$500K	0.09%	0.00%	+0.2%	Q4 2021
ZYMEZymeworks Inc.	$487K	0.09%	0.03%	New	Q2 2026
WMTWalmart Inc.	$422K	0.07%	0.00%	Not reported	Q2 2024
XOMExxonMobil Holdings Corp	$347K	0.06%	0.00%	Not reported	Q4 2022
CATCaterpillar Inc	$339K	0.06%	0.00%	Not reported	Q1 2026
JPMJPMorgan Chase & Co	$296K	0.05%	0.00%	Not reported	Q3 2025
WFCWells Fargo & Company	$291K	0.05%	0.00%	Not reported	Q4 2024
SPYSPDR S&P 500 ETF Trust	$285K	0.05%	Not reported	Not reported	Q4 2021
AVBHAvidbank Holdings, Inc.	$280K	0.05%	0.08%	Not reported	Q3 2025
AVGOBroadcom Inc.	$278K	0.05%	0.00%	Not reported	Q4 2021
COSTCostco Wholesale Corp	$276K	0.05%	0.00%	Not reported	Q4 2024
EXPOExponent Inc	$274K	0.05%	0.01%	0.0%	Q4 2021
METAMeta Platforms, Inc.	$271K	0.05%	Not reported	+0.6%	Q3 2025
QCOMQualcomm Inc	$270K	0.05%	0.00%	Not reported	Q4 2021
SBUXStarbucks Corp	$266K	0.05%	0.00%	Not reported	Q4 2021
FNDFSchwab Strategic Trust	$250K	0.04%	Not reported	-10.4%	Q1 2026
USBUS Bancorp \de\	$247K	0.04%	0.00%	+0.1%	Q4 2021
AMGNAmgen Inc	$246K	0.04%	0.00%	+0.3%	Q3 2024
PCGPG&E Corp	$231K	0.04%	0.00%	Not reported	Q4 2021
SPTSSports Media Inc	$226K	0.04%	Not reported	Not reported	Q4 2023
PHGKoninklijke Philips NV	$219K	0.04%	0.00%	+3.7%	Q4 2021
Q1 2026Reported Apr 24, 202645 positions
DFAXGulf Resources, Inc.	$61.9M	12.14%	Not reported	+0.1%	Q4 2021
AAPLApple Inc.	$44.5M	8.72%	0.00%	+32.7%	Q4 2021
EBIEvergreen International Balanced Income Fund	$33.7M	6.61%	Not reported	+0.1%	Q1 2025
BSVNBank7 Corp.	$22.4M	4.39%	3.00%	+3.9%	Q2 2022
GOOGAlphabet Inc.	$4.61M	0.90%	Not reported	-0.5%	Q4 2021
SHOPShopify Inc.	$2.17M	0.43%	0.00%	New	Q1 2026
JNJJohnson & Johnson	$2.08M	0.41%	0.00%	-7.3%	Q4 2021
NVDANvidia Corp	$1.99M	0.39%	0.00%	+12.0%	Q3 2023
TSLATesla, Inc.	$1.69M	0.33%	0.00%	+1.8%	Q4 2021
BRK.BBerkshire Hathaway Inc	$875K	0.17%	Not reported	+0.4%	Q4 2023
CVXChevron Corp	$796K	0.16%	0.00%	+7.1%	Q4 2021
AMZNAmazon Com Inc	$689K	0.14%	0.00%	+14.6%	Q4 2021
ESEversource Energy	$658K	0.13%	0.00%	-38.7%	Q3 2025
QQQInvesco QQQ Trust, Series 1	$656K	0.13%	Not reported	Not reported	Q4 2021
LLYELI LILLY & Co	$600K	0.12%	0.00%	+11.6%	Q4 2022
GOOGLAlphabet Inc.	$554K	0.11%	0.00%	+97.9%	Q4 2021
MSFTMicrosoft Corp	$533K	0.10%	0.00%	+32.2%	Q4 2021
AMATApplied Materials Inc	$486K	0.10%	0.00%	+0.3%	Q4 2021
ADIAnalog Devices Inc	$476K	0.09%	0.00%	New	Q1 2026
WMTWalmart Inc.	$463K	0.09%	0.00%	+22.0%	Q2 2024
XOMExxonMobil Holdings Corp	$430K	0.08%	0.00%	+17.9%	Q4 2022
KLACKla Corp	$394K	0.08%	0.00%	Not reported	Q3 2023
CSCOCisco Systems, Inc.	$330K	0.06%	0.00%	+0.2%	Q4 2021
EXPOExponent Inc	$304K	0.06%	0.01%	Not reported	Q4 2021
COSTCostco Wholesale Corp	$294K	0.06%	0.00%	+13.0%	Q4 2024
WFCWells Fargo & Company	$281K	0.06%	0.00%	+0.6%	Q4 2024
METAMeta Platforms, Inc.	$273K	0.05%	Not reported	+1.1%	Q3 2025
JPMJPMorgan Chase & Co	$266K	0.05%	0.00%	+43.0%	Q3 2025
NFLXNetflix Inc	$261K	0.05%	0.00%	+12.9%	Q3 2025
FNDFSchwab Strategic Trust	$258K	0.05%	Not reported	New	Q1 2026
LRCXLam Research Corp	$251K	0.05%	0.00%	Not reported	Q4 2025
SPYSPDR S&P 500 ETF Trust	$248K	0.05%	Not reported	-10.4%	Q4 2021
MUMicron Technology Inc	$248K	0.05%	0.00%	-28.1%	Q4 2025
AMDAdvanced Micro Devices Inc	$243K	0.05%	0.00%	+0.6%	Q4 2025
AVBHAvidbank Holdings, Inc.	$242K	0.05%	0.08%	Not reported	Q3 2025
PCGPG&E Corp	$241K	0.05%	0.00%	Not reported	Q4 2021
AMGNAmgen Inc	$238K	0.05%	0.00%	Not reported	Q3 2024
SBUXStarbucks Corp	$233K	0.05%	0.00%	+0.2%	Q4 2021
TDToronto Dominion Bank	$231K	0.05%	0.00%	-7.5%	Q4 2021
AVGOBroadcom Inc.	$228K	0.04%	0.00%	Not reported	Q4 2021
SPTSSports Media Inc	$227K	0.04%	Not reported	Not reported	Q4 2023
CATCaterpillar Inc	$225K	0.04%	0.00%	New	Q1 2026
USBUS Bancorp \de\	$213K	0.04%	0.00%	Not reported	Q4 2021
PHGKoninklijke Philips NV	$212K	0.04%	0.00%	Not reported	Q4 2021
INTUIntuit Inc.	$202K	0.04%	0.00%	+13.6%	Q2 2025
Q4 2025Reported Jan 15, 202640 positions
DFAXGulf Resources, Inc.	$59.6M	13.59%	Not reported	+1.1%	Q4 2021
AAPLApple Inc.	$35.9M	8.19%	0.00%	-0.5%	Q4 2021
EBIEvergreen International Balanced Income Fund	$32.9M	7.51%	Not reported	-0.7%	Q1 2025
BSVNBank7 Corp.	$21.7M	4.94%	2.90%	+5.5%	Q2 2022
GOOGAlphabet Inc.	$5.06M	1.15%	Not reported	-1.2%	Q4 2021
TSLATesla, Inc.	$2.01M	0.46%	0.00%	-1.0%	Q4 2021
NVDANvidia Corp	$1.9M	0.43%	0.00%	+17.8%	Q3 2023
JNJJohnson & Johnson	$1.9M	0.43%	0.00%	-5.3%	Q4 2021
ESEversource Energy	$1.04M	0.24%	0.00%	-18.4%	Q3 2025
BRK.BBerkshire Hathaway Inc	$914K	0.21%	Not reported	-1.0%	Q4 2023
QQQInvesco QQQ Trust, Series 1	$698K	0.16%	Not reported	-3.2%	Q4 2021
AMZNAmazon Com Inc	$667K	0.15%	0.00%	-14.6%	Q4 2021
LLYELI LILLY & Co	$627K	0.14%	0.00%	-1.4%	Q4 2022
CVXChevron Corp	$548K	0.12%	0.00%	-4.5%	Q4 2021
MSFTMicrosoft Corp	$527K	0.12%	0.00%	-10.1%	Q4 2021
AMATApplied Materials Inc	$365K	0.08%	0.00%	-1.3%	Q4 2021
WMTWalmart Inc.	$340K	0.08%	0.00%	-1.5%	Q2 2024
CSCOCisco Systems, Inc.	$327K	0.07%	0.00%	-0.9%	Q4 2021
WFCWells Fargo & Company	$327K	0.07%	0.00%	-0.9%	Q4 2024
KLACKla Corp	$325K	0.07%	0.00%	Not reported	Q3 2023
EXPOExponent Inc	$324K	0.07%	0.01%	-0.5%	Q4 2021
METAMeta Platforms, Inc.	$312K	0.07%	Not reported	-4.7%	Q3 2025
GOOGLAlphabet Inc.	$305K	0.07%	0.00%	-34.1%	Q4 2021
MUMicron Technology Inc	$291K	0.07%	0.00%	New	Q4 2025
SPYSPDR S&P 500 ETF Trust	$290K	0.07%	Not reported	-0.2%	Q4 2021
INTUIntuit Inc.	$273K	0.06%	0.00%	Not reported	Q2 2025
XOMExxonMobil Holdings Corp	$259K	0.06%	0.00%	-1.9%	Q4 2022
AMDAdvanced Micro Devices Inc	$254K	0.06%	0.00%	New	Q4 2025
TDToronto Dominion Bank	$252K	0.06%	0.00%	-2.7%	Q4 2021
QCOMQualcomm Inc	$249K	0.06%	0.00%	-24.1%	Q4 2021
SPTSSports Media Inc	$228K	0.05%	Not reported	Not reported	Q4 2023
AVBHAvidbank Holdings, Inc.	$225K	0.05%	0.08%	Not reported	Q3 2025
COSTCostco Wholesale Corp	$225K	0.05%	0.00%	-8.1%	Q4 2024
NFLXNetflix Inc	$225K	0.05%	0.00%	-1.6%	Q3 2025
PCGPG&E Corp	$221K	0.05%	0.00%	Not reported	Q4 2021
SBUXStarbucks Corp	$219K	0.05%	0.00%	Not reported	Q4 2021
USBUS Bancorp \de\	$218K	0.05%	0.00%	Not reported	Q4 2021
PHGKoninklijke Philips NV	$210K	0.05%	0.00%	Not reported	Q4 2021
JPMJPMorgan Chase & Co	$204K	0.05%	0.00%	-6.2%	Q3 2025
LRCXLam Research Corp	$201K	0.05%	0.00%	New	Q4 2025
Q3 2025Reported Oct 21, 202536 positions
DFAXGulf Resources, Inc.	$56.5M	13.46%	Not reported	-1.6%	Q4 2021
AAPLApple Inc.	$33.8M	8.05%	0.00%	-8.2%	Q4 2021
EBIEvergreen International Balanced Income Fund	$32.1M	7.65%	Not reported	+0.4%	Q1 2025
BSVNBank7 Corp.	$20.6M	4.89%	2.76%	+6.2%	Q2 2022
GOOGAlphabet Inc.	$3.98M	0.95%	Not reported	-3.3%	Q4 2021
TSLATesla, Inc.	$2.01M	0.48%	0.00%	+28.9%	Q4 2021
JNJJohnson & Johnson	$1.8M	0.43%	0.00%	-2.3%	Q4 2021
NVDANvidia Corp	$1.61M	0.38%	0.00%	-54.3%	Q3 2023
ESEversource Energy	$1.35M	0.32%	0.01%	New	Q3 2025
BRK.BBerkshire Hathaway Inc	$923K	0.22%	Not reported	+1.0%	Q4 2023
AMZNAmazon Com Inc	$742K	0.18%	0.00%	-8.1%	Q4 2021
QQQInvesco QQQ Trust, Series 1	$704K	0.17%	Not reported	+123.0%	Q4 2021
MSFTMicrosoft Corp	$628K	0.15%	0.00%	-40.9%	Q4 2021
CVXChevron Corp	$584K	0.14%	0.00%	+58.7%	Q4 2021
LLYELI LILLY & Co	$452K	0.11%	0.00%	+2.4%	Q4 2022
METAMeta Platforms, Inc.	$364K	0.09%	Not reported	New	Q3 2025
GOOGLAlphabet Inc.	$359K	0.09%	0.00%	+19.5%	Q4 2021
EXPOExponent Inc	$326K	0.08%	0.01%	+0.5%	Q4 2021
WMTWalmart Inc.	$320K	0.08%	0.00%	+1.4%	Q2 2024
QCOMQualcomm Inc	$318K	0.08%	0.00%	+0.6%	Q4 2021
WFCWells Fargo & Company	$297K	0.07%	0.00%	+3.4%	Q4 2024
AMATApplied Materials Inc	$294K	0.07%	0.00%	+1.3%	Q4 2021
CSCOCisco Systems, Inc.	$293K	0.07%	0.00%	-8.9%	Q4 2021
NFLXNetflix Inc	$293K	0.07%	0.00%	New	Q3 2025
KLACKla Corp	$289K	0.07%	0.00%	Not reported	Q3 2023
SPYSPDR S&P 500 ETF Trust	$284K	0.07%	Not reported	Not reported	Q4 2021
INTUIntuit Inc.	$281K	0.07%	0.00%	+3.8%	Q2 2025
COSTCostco Wholesale Corp	$263K	0.06%	0.00%	+2.5%	Q4 2024
XOMExxonMobil Holdings Corp	$247K	0.06%	0.00%	+2.0%	Q4 2022
SPTSSports Media Inc	$229K	0.05%	Not reported	Not reported	Q4 2023
TDToronto Dominion Bank	$220K	0.05%	0.00%	Not reported	Q4 2021
SBUXStarbucks Corp	$220K	0.05%	0.00%	Not reported	Q4 2021
AVBHAvidbank Holdings, Inc.	$216K	0.05%	0.08%	New	Q3 2025
JPMJPMorgan Chase & Co	$213K	0.05%	0.00%	New	Q3 2025
PHGKoninklijke Philips NV	$211K	0.05%	0.00%	Not reported	Q4 2021
PCGPG&E Corp	$207K	0.05%	0.00%	Not reported	Q4 2021

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