BetterWealth, LLC

CIK

1911702

Location

SAN JOSE, CA

Portfolio Value

Micro $64,496,244

Diversification

Highly concentrated

Filing Date

Global Rank

#6,476 / 8,603 ▲ 400 · as of Mar 2026

Top Industry

Consumer Electronics 69.9%

3Y Alpha vs SPY

-2.2%

Period ended 3 months ago

Filed Apr 24, 2026 · 3mo

18 quarters · since Dec 2021

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+68.7%

SPY

+76.0%

Annualised alpha

-1.7%

Max drawdown

−30.0%

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

38 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

68.9%

+0.7 pts

Top 5

81.3%

+0.0 pts

Top 10

87.0%

−0.9 pts

HHI

4,805

Highly concentrated+91

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	80.1%	$51,667,060	13
Healthcare	4.9%	$3,130,861	4
Consumer Cyclical	4.1%	$2,617,175	3
Financial Services	3.3%	$2,107,755	6
Communication Services	1.7%	$1,087,312	3
Unclassified	1.4%	$903,455	2
Utilities	1.4%	$899,343	2
Energy	1.2%	$796,151	1
Consumer Defensive	1.2%	$757,386	2
Industrials	0.8%	$529,746	2

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

20 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	+43,131	175,212	$44,467,053
NVDA	Nvidia Corp	+1,220	11,412	$1,990,252
GOOGL	Alphabet Inc.	+953	1,926	$553,840
WMT	Walmart Inc.	+673	3,729	$463,440
AMZN	Amazon Com Inc	+421	3,309	$689,165
MSFT	Microsoft Corp	+351	1,441	$533,414
NFLX	Netflix Inc	+310	2,710	$260,566
JPM	Jpmorgan Chase & Co	+272	905	$266,214
CVX	Chevron Corp	+254	3,848	$796,151
TSLA	Tesla, Inc.	+79	4,559	$1,694,808
LLY	ELI LILLY & Co	+68	652	$599,690
INTU	Intuit Inc.	+56	468	$202,353
COST	Costco Wholesale Corp /New	+34	295	$293,946
WFC	Wells Fargo & Company/Mn	+21	3,526	$280,704
BRK-B	Berkshire Hathaway Inc	+8	1,826	$875,019
AMD	Advanced Micro Devices Inc	+7	1,195	$243,098
CSCO	Cisco Systems, Inc.	+7	4,249	$329,679
META	Meta Platforms, Inc.	+5	477	$272,906
SBUX	Starbucks Corp	+4	2,603	$233,202
AMAT	Applied Materials Inc /De	+4	1,423	$486,367
No positions match the current search.

Trimmed

Positions the filer reduced

5 positions

Ticker	Company	Δ Shares	Shares	Value
ES	Eversource Energy	−6,000	9,499	$658,090
JNJ	Johnson & Johnson	−668	8,513	$2,080,917
MU	Micron Technology Inc	−287	733	$247,636
TD	Toronto Dominion Bank	−200	2,480	$231,408
SPY	Spdr S&P 500 ETF Trust	−44	381	$247,779
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 positions

Ticker	Company	Shares	Value
SHOP	Shopify Inc.	18,317	$2,172,762
ADI	Analog Devices Inc	1,497	$476,255
AMGN	Amgen Inc	676	$237,850
AVGO	Broadcom Inc.	737	$228,108
CAT	Caterpillar Inc	318	$225,290
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
QCOM	Qualcomm Inc/De	1,453	$248,535
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

38 positions · $64,496,244 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	175,212	+43,131	$44,467,053	+23.8%	68.95%
SHOP	Shopify Inc. Technology	NEW	18,317	NEW	$2,172,762	NEW	3.37%
JNJ	Johnson & Johnson Healthcare	Reduced	8,513	-668	$2,080,917	+9.5%	3.23%
NVDA	Nvidia Corp Technology	Added	11,412	+1,220	$1,990,252	+4.7%	3.09%
TSLA	Tesla, Inc. Consumer Cyclical	Added	4,559	+79	$1,694,808	−15.9%	2.63%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,826	+8	$875,019	−4.2%	1.36%
CVX	Chevron Corp Energy	Added	3,848	+254	$796,151	+45.3%	1.23%
AMZN	Amazon Com Inc Consumer Cyclical	Added	3,309	+421	$689,165	+3.4%	1.07%
ES	Eversource Energy Utilities	Reduced	9,499	-6,000	$658,090	−36.9%	1.02%
QQQ	Invesco Qqq Trust, Series 1	Held	1,136	0	$655,676	−6.0%	1.02%
LLY	ELI LILLY & Co Healthcare	Added	652	+68	$599,690	−4.4%	0.93%
GOOGL	Alphabet Inc. Communication Services	Added	1,926	+953	$553,840	+81.9%	0.86%
MSFT	Microsoft Corp Technology	Added	1,441	+351	$533,414	+1.2%	0.83%
AMAT	Applied Materials Inc /De Technology	Added	1,423	+4	$486,367	+33.4%	0.75%
ADI	Analog Devices Inc Technology	NEW	1,497	NEW	$476,255	NEW	0.74%
WMT	Walmart Inc. Consumer Defensive	Added	3,729	+673	$463,440	+36.1%	0.72%
CSCO	Cisco Systems, Inc. Technology	Added	4,249	+7	$329,679	+0.9%	0.51%
EXPO	Exponent Inc Industrials	Held	4,666	0	$304,456	−6.1%	0.47%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	295	+34	$293,946	+30.6%	0.46%
WFC	Wells Fargo & Company/Mn Financial Services	Added	3,526	+21	$280,704	−14.1%	0.44%
META	Meta Platforms, Inc. Communication Services	Added	477	+5	$272,906	−12.4%	0.42%
JPM	Jpmorgan Chase & Co Financial Services	Added	905	+272	$266,214	+30.5%	0.41%
NFLX	Netflix Inc Communication Services	Added	2,710	+310	$260,566	+15.8%	0.40%
LRCX	Lam Research Corp Technology	Held	1,173	0	$250,623	+24.8%	0.39%
SPY	Spdr S&P 500 ETF Trust	Reduced	381	-44	$247,779	−14.5%	0.38%
MU	Micron Technology Inc Technology	Reduced	733	-287	$247,636	−14.9%	0.38%
AMD	Advanced Micro Devices Inc Technology	Added	1,195	+7	$243,098	−4.5%	0.38%
AVBH	Avidbank Holdings, Inc. Financial Services	Held	8,484	0	$241,794	+7.3%	0.37%
PCG	PG&E Corp Utilities	Held	13,731	0	$241,253	+9.3%	0.37%
AMGN	Amgen Inc Healthcare	NEW	676	NEW	$237,850	NEW	0.37%
SBUX	Starbucks Corp Consumer Cyclical	Added	2,603	+4	$233,202	+6.6%	0.36%
TD	Toronto Dominion Bank Financial Services	Reduced	2,480	-200	$231,408	−8.3%	0.36%
AVGO	Broadcom Inc. Technology	NEW	737	NEW	$228,108	NEW	0.35%
CAT	Caterpillar Inc Industrials	NEW	318	NEW	$225,290	NEW	0.35%
USB	US Bancorp De Financial Services	Held	4,088	0	$212,616	−2.5%	0.33%
PHG	Koninklijke Philips NV Healthcare	Held	7,752	0	$212,404	+1.2%	0.33%
INTU	Intuit Inc. Technology	Added	468	+56	$202,353	−25.9%	0.31%
KLAC	Kla Corp Technology	Held	268	0	$39,460	+21.2%	0.06%