Better Money Decisions, LLC
Filing Date
Global Rank
#7,362
/ 7,994
▲ 49
Top Industry
Consumer Electronics
26.8%
3Y Alpha vs SPY
-1.6%
Period ended 12 months ago
Filed Aug 8, 2025 · 10mo
18 quarters · since Mar 2021
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+71.3%
SPY
+78.1%
Annualised alpha
-1.6%
Max drawdown
−23.4%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
21 positions · as of Jun 30, 2025 · Δ vs Mar 31, 2025Top Position
25.5%
−7.6 pts
Top 5
60.7%
−5.4 pts
Top 10
80.4%
−5.1 pts
HHI
1,098
Diversified−396
Portfolio Trend
18 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2025| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 51.7% | $8,317,753 |
| Consumer Cyclical | 16.0% | $2,579,363 |
| Financial Services | 11.0% | $1,773,379 |
| Communication Services | 8.3% | $1,342,484 |
| Unclassified | 4.6% | $746,885 |
| Consumer Defensive | 4.3% | $696,245 |
| Energy | 2.7% | $431,145 |
| Industrials | 1.3% | $205,397 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
9 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NVDA | Nvidia Corp | +70 | 10,032 | $1,584,955 | |
| AAPL | Apple Inc. | +35 | 20,034 | $4,110,375 | |
| MSFT | Microsoft Corp | +21 | 3,498 | $1,739,940 | |
| GOOGL | Alphabet Inc. | +20 | 4,140 | $729,592 | |
| JPM | Jpmorgan Chase & Co | +14 | 2,967 | $860,162 | |
| META | Meta Platforms, Inc. | +5 | 709 | $523,305 | |
| COST | Costco Wholesale Corp /New | +4 | 387 | $383,106 | |
| BRK-B | Berkshire Hathaway Inc | +3 | 949 | $460,995 | |
| SPY | Spdr S&P 500 ETF Trust | +2 | 741 | $457,826 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
4 positions
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
5 positions ·
$8,317,753 total
· Technology only
· as of Jun 30, 2025
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
NEW | 959 | $217,203 | 2.61% | |
| TOST |
Toast, Inc.
Technology
|
Reduced | 15,021 | $665,280 | 8.00% | |
| NVDA |
Nvidia Corp
Technology
|
Added | 10,032 | $1,584,955 | 19.06% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 3,498 | $1,739,940 | 20.92% | |
| AAPL |
Apple Inc.
Technology
|
Added | 20,034 | $4,110,375 | 49.42% |