Managers / Q2 2025 · view latest →
BetterWealth, LLC
CIK 0001911702 · 1475 SARATOGA AVENUE, SUITE 200, SAN JOSE, CA, 95129 · (866) 659-2522
Reported Value
$390M
Q2 2025
Positions
63
Filings on Record
18
2019–present window
Filed
Jul 14, 2025
original filing
Summary
Betterwealth, Llc reported $390M in U.S.-listed holdings across 63 positions for Q2 2025.
The portfolio is heavily concentrated: DFAC alone accounts for 25.8% of reported value.
Compared with Q1 2025, the fund opened 2 new positions and exited 0.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q2 2025
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q1 2026 | $510M | 85 | Apr 24, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $439M | 70 | Jan 15, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $420M | 69 | Oct 21, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $390M | 63 | Jul 14, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $356M | 61 | Apr 28, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $363M | 68 | Jan 23, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $338M | 63 | Oct 22, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $314M | 61 | Jul 19, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $307M | 63 | Apr 19, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $292M | 61 | Jan 23, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $248M | 49 | Oct 24, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $257M | 45 | Jul 24, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $247M | 44 | Apr 20, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $222.1B | 39 | Jan 24, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q3 2022 | $194M | 36 | Oct 28, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q2 2022 | $203M | 37 | Jul 29, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $75M | 36 | May 2, 2022 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.