Managers / Q3 2025 · view latest →
BetterWealth, LLC
CIK 0001911702 · 1475 SARATOGA AVENUE, SUITE 200, SAN JOSE, CA, 95129 · (866) 659-2522
Reported Value
$420M
Q3 2025
Positions
69
Filings on Record
18
2019–present window
Filed
Oct 21, 2025
original filing
Summary
Betterwealth, Llc reported $420M in U.S.-listed holdings across 69 positions for Q3 2025.
The portfolio is heavily concentrated: DFAC alone accounts for 25.5% of reported value.
Compared with Q2 2025, the fund opened 11 new positions and exited 5.
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 — Q3 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 ↗.