BetterWealth, LLC
CIK
1911702
Location
SAN JOSE, CA
Portfolio Value
Micro
$72,135,998
Diversification
Highly concentrated
Filing Date
Global Rank
#6,726
/ 8,700
▼ 3187
Top Industry
Consumer Electronics
66.8%
Period ended 2 months ago
Filed Jul 22, 2026 · 53d
19 quarters · since Dec 2021
Portfolio Concentration
38 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
65.8%
+24.3 pts
Top 5
77.5%
−3.7 pts
Top 10
83.7%
−10.1 pts
HHI
4,381
Highly concentrated+2,200
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 |
|---|---|---|---|---|---|
| GOOGL | Alphabet Inc. | −16,455 | 1,528 | $546,061 | |
| AAPL | Apple Inc. | −11,209 | 164,003 | $47,455,908 | |
| 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. | |||||
Sold Out
Positions the filer fully exited
21 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| DCOR | Dimensional US Core Equity 1 ETF | 5,512,519 | $204,441,635 | |
| BIV | Vanguard Intermediate-Term Bond ETF | 767,643 | $59,598,044 | |
| VBIL | Vanguard 0-3 Month Treasury Bill ETF | 655,107 | $49,558,844 | |
| ACSG | American Century Small Cap Growth Insights ETF | 612,142 | $41,816,918 | |
| ACVT | Advent Convertible Bond ETF | 582,580 | $33,708,661 | |
| CGDV | Capital Group Dividend Value ETF | 240,559 | $10,233,379 | |
| CGGR | Capital Group Growth ETF | 213,461 | $8,578,997 | |
| BNDW | Vanguard Total World Bond ETF | 59,868 | $4,954,077 | |
| VB | Vanguard Morningstar Small-Cap ETF | 10,047 | $3,694,860 | |
| FNDA | Schwab Fundamental U.S. Small Company ETF | 65,404 | $1,959,184 | |
| EDV | Vanguard World Funds Extended Duration ETF | 25,375 | $1,594,311 | |
| VEA | Vanguard FTSE Developed Markets ETF | 12,579 | $806,062 | |
| AAXJ | iShares MSCI All Country Asia ex Japan ETF | 4,307 | $452,140 | |
| BCDF | Horizon Kinetics Blockchain Development ETF | 5,825 | $337,500 | |
| VXUS | Vanguard Total International Stock ETF | 4,065 | $313,452 | |
| VIG | Vanguard Dividend Appreciation ETF | 1,445 | $310,761 | |
| NFLX | Netflix Inc | 2,710 | $260,566 | |
| TD | Toronto Dominion Bank | 2,480 | $231,408 | |
| — | 7,796 | $227,487 | ||
| INTU | Intuit Inc. | 468 | $202,353 | |
| SJCP | SanJac Alpha Core Plus Bond ETF | 18,915 | $195,391 | |
| 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.