BetterWealth, LLC
CIK
1911702
Location
SAN JOSE, CA
Portfolio Value
Micro
$72,135,998
Diversification
Highly concentrated
Filing Date
Global Rank
#2,135
/ 3,203
▲ 4345
Top Industry
Consumer Electronics
66.8%
3Y Alpha vs SPY
+0.1%
Period ended 30 days ago
Filed Jul 22, 2026 · 8d
19 quarters · since Dec 2021
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+76.2%
SPY
+65.3%
Annualised alpha
+2.6%
Max drawdown
−29.8%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
38 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
65.8%
−2.3 pts
Top 5
77.5%
−2.8 pts
Top 10
83.7%
−2.2 pts
HHI
4,381
Highly concentrated−310
Portfolio Trend
19 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 80.4% | $58,031,226 |
| Healthcare | 5.4% | $3,871,952 |
| Consumer Cyclical | 4.3% | $3,084,790 |
| Financial Services | 2.8% | $2,028,655 |
| Unclassified | 1.6% | $1,122,542 |
| Energy | 1.3% | $951,550 |
| Utilities | 1.3% | $917,664 |
| Communication Services | 1.1% | $816,440 |
| Consumer Defensive | 1.0% | $698,309 |
| Industrials | 0.8% | $612,870 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
13 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| KLAC | Kla Corp | +2,419 | 2,687 | $810,694 | |
| AMZN | Amazon Com Inc | +476 | 3,785 | $902,116 | |
| MSFT | Microsoft Corp | +379 | 1,820 | $678,896 | |
| PHG | Koninklijke Philips NV | +287 | 8,039 | $218,580 | |
| LRCX | Lam Research Corp | +10 | 1,183 | $512,629 | |
| CSCO | Cisco Systems, Inc. | +7 | 4,256 | $499,909 | |
| ES | Eversource Energy | +3 | 9,502 | $686,709 | |
| USB | US Bancorp De | +3 | 4,091 | $247,096 | |
| META | Meta Platforms, Inc. | +3 | 480 | $270,379 | |
| QQQ | Invesco Qqq Trust, Series 1 | +2 | 1,138 | $838,023 | |
| LLY | ELI LILLY & Co | +2 | 654 | $784,427 | |
| AMGN | Amgen Inc | +2 | 678 | $245,517 | |
| EXPO | Exponent Inc | +1 | 4,667 | $274,232 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
8 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| AAPL | Apple Inc. | −11,209 | 164,003 | $47,455,908 | |
| GOOGL | Alphabet Inc. | −398 | 1,528 | $546,061 | |
| CVX | Chevron Corp | −200 | 3,648 | $604,692 | |
| JNJ | Johnson & Johnson | −100 | 8,413 | $2,136,649 | |
| NVDA | Nvidia Corp | −57 | 11,355 | $2,272,021 | |
| ADI | Analog Devices Inc | −2 | 1,495 | $593,769 | |
| TSLA | Tesla, Inc. | −2 | 4,557 | $1,916,674 | |
| MU | Micron Technology Inc | −1 | 732 | $844,940 | |
| No positions match the current search. | |||||
38 tracked positions ·
$72,135,998 total
· as of Jun 30, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 164,003 | $47,455,908 | 65.79% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 11,355 | $2,272,021 | 3.15% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 8,413 | $2,136,649 | 2.96% | |
| SHOP |
Shopify Inc.
Technology
|
Held | 18,317 | $2,091,435 | 2.90% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 4,557 | $1,916,674 | 2.66% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Held | 1,423 | $1,028,829 | 1.43% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 1,826 | $913,712 | 1.27% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 3,785 | $902,116 | 1.25% | |
| MU |
Micron Technology Inc
Technology
|
Reduced | 732 | $844,940 | 1.17% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 1,138 | $838,023 | 1.16% | |
| KLAC |
Kla Corp
Technology
|
Added | 2,687 | $810,694 | 1.12% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 654 | $784,427 | 1.09% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Held | 1,195 | $694,187 | 0.96% | |
| ES |
Eversource Energy
Utilities
|
Added | 9,502 | $686,709 | 0.95% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 1,820 | $678,896 | 0.94% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 3,648 | $604,692 | 0.84% | |
| ADI |
Analog Devices Inc
Technology
|
Reduced | 1,495 | $593,769 | 0.82% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 1,528 | $546,061 | 0.76% | |
| LRCX |
Lam Research Corp
Technology
|
Added | 1,183 | $512,629 | 0.71% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 4,256 | $499,909 | 0.69% | |
| ZYME |
Zymeworks Inc.
Healthcare
|
NEW | 18,622 | $486,779 | 0.67% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Held | 3,729 | $422,346 | 0.59% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Held | 2,537 | $346,858 | 0.48% | |
| CAT |
Caterpillar Inc
Industrials
|
Held | 318 | $338,638 | 0.47% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 905 | $296,233 | 0.41% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Held | 3,526 | $291,388 | 0.40% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Held | 381 | $284,519 | 0.39% | |
| AVBH |
Avidbank Holdings, Inc.
Financial Services
|
Held | 8,484 | $280,226 | 0.39% | |
| AVGO |
Broadcom Inc.
Technology
|
Held | 737 | $278,401 | 0.39% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Held | 295 | $275,963 | 0.38% | |
| EXPO |
Exponent Inc
Industrials
|
Added | 4,667 | $274,232 | 0.38% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 480 | $270,379 | 0.37% | |
| QCOM |
Qualcomm Inc/De
Technology
|
NEW | 1,459 | $269,608 | 0.37% | |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
Held | 2,603 | $266,000 | 0.37% | |
| USB |
US Bancorp De
Financial Services
|
Added | 4,091 | $247,096 | 0.34% | |
| AMGN |
Amgen Inc
Healthcare
|
Added | 678 | $245,517 | 0.34% | |
| PCG |
PG&E Corp
Utilities
|
Held | 13,731 | $230,955 | 0.32% | |
| PHG |
Koninklijke Philips NV
Healthcare
|
Added | 8,039 | $218,580 | 0.30% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.