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BetterWealth, LLC
hedge fundUpdated 21 days agoManaged by Betterwealth, Llc • Latest filing Q3 2026
Portfolio value
$590.9M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
82.2%
Weight of largest holdings
Annualized return
40.7%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $420M |
| Q4 2025 | $438.6M |
| Q1 2026 | $509.8M |
| Q2 2026 | $565.3M |
| Q3 2026 | $590.9M |
Top holdings
86 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A DIMENSIONAL ETF TRUST | $126.5M | 2.85M | 21.40% | Added(+0.3%) |
| 2 | $82.2M | 1.09M | 13.91% | Added(+59.0%) | |
| 3 | $67.5M | 1.82M | 11.42% | Added(+0.8%) | |
| 4 | $52.1M | 156.3K | 8.81% | Trimmed(-4.7%) | |
| 5 | $39.7M | 544.7K | 6.72% | Added(+4.5%) | |
| 6 | ? N/A RBB FUND TRUST | $38M | 581.4K | 6.44% | Trimmed(-0.2%) |
| 7 | $23.5M | 307.3K | 3.97% | Added(+0.9%) | |
| 8 | $20.9M | 608.6K | 3.53% | Added(+4.1%) | |
| 9 | ? N/A AMERICAN CENTY ETF TR | $19.5M | 165.9K | 3.31% | Added(+1.4%) |
| 10 | ? N/A AMERICAN CENTY ETF TR | $15.7M | 354.1K | 2.66% | Added(+1.9%) |
| 11 | $12.3M | 250.8K | 2.07% | Added(+1.0%) | |
| 12 | $10.6M | 223.9K | 1.80% | Added(+1.8%) | |
| 13 | ? N/A AMERICAN CENTY ETF TR | $10M | 106.1K | 1.69% | Added(+1.4%) |
| 14 | ? N/A DIMENSIONAL ETF TRUST | $7.1M | 164.4K | 1.20% | Trimmed(-0.8%) |
| 15 | $5.5M | 162.8K | 0.93% | Trimmed(-0.9%) | |
| 16 | ? N/A DIMENSIONAL ETF TRUST | $5M | 125.7K | 0.84% | Trimmed(-0.8%) |
| 17 | $5M | 63.5K | 0.84% | Added(+2.1%) | |
| 18 | $4.4M | 13.0K | 0.75% | Trimmed(-18.9%) | |
| 19 | $3M | 19.9K | 0.50% | Added(+8.9%) | |
| 20 | ? N/A DIMENSIONAL ETF TRUST | $2.8M | 59.8K | 0.48% | Added(+3.7%) |