BetterWealth, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists 86 distinct positions held by the firm, managed from its office in San Jose, California.
The portfolio is dominated by large-cap technology stocks and broad market exchange-traded funds. The largest single holding is NVIDIA Corporation, with 9,699 shares. Other major technology positions include Advanced Micro Devices Inc (1,195 shares), Broadcom Inc (737 shares), and Micron Technology Inc (252 shares). Apple Inc is also a significant holding, with 156,307 shares listed.
BetterWealth holds a substantial number of shares in Alphabet Inc, comprising both Class A (1,528 shares) and Class C (12,954 shares) stock. The portfolio also includes significant stakes in Meta Platforms Inc (480 shares) and Microsoft Corp (1,826 shares).
In addition to individual equities, the filing reveals a significant allocation to exchange-traded funds. The firm holds 1,823,321 shares of the Dimensional ETF Trust World Ex US Core ETF. Other notable ETF holdings include the Vanguard S&P 500 ETF Shares (2,980 shares) and the Vanguard Total Stock Market ETF (1,802 shares). The filing also lists positions in various bond ETFs, including the Vanguard Short-Term Bond ETF (307,279 shares) and the Vanguard Intermediate-Term Bond Index Fund (544,736 shares).
