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BetterWealth, LLC → AAPL

BetterWealth, LLC AAPL Position History

Apple Inc. • Technology

Quarters held
5
Latest value
$52.1M
Q3 2026
Peak value
$52.1M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$33.8M
Q4 2025$35.9M
Q1 2026$44.5M
Q2 2026$47.5M
Q3 2026$52.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$52.1M156.3K——
Q2 2026$47.5M164.0K——
Q1 2026$44.5M175.2K——
Q4 2025$35.9M132.1K——
Q3 2025$33.8M132.8K——

Other funds holding AAPL

Other BetterWealth, LLC positions

VGES

VANGUARD INSTL INDEX FD

$82.2M
DIOD

DIMENSIONAL ETF TRUST

$67.5M
DIOD

DIMENSIONAL ETF TRUST

$66.6M
DIOD

DIMENSIONAL ETF TRUST

$61.9M
DIOD

DIMENSIONAL ETF TRUST

$59.6M
DIOD

DIMENSIONAL ETF TRUST

$56.5M
VGES

VANGUARD INSTL INDEX FD

$51.7M
VGES

VANGUARD INSTL INDEX FD

$49.6M