BetterWealth, LLC
Top Portfolio Positions
38 positions ·
$64,406,797 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
175,212 | $44,467,053 | 69.04% |
| SHOP |
Shopify Inc.
Technology
|
18,317 | $2,172,762 | 3.37% |
| JNJ |
Johnson & Johnson
Healthcare
|
8,513 | $2,080,917 | 3.23% |
| NVDA |
Nvidia Corp
Technology
|
11,412 | $1,990,252 | 3.09% |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
4,559 | $1,694,808 | 2.63% |
| CVX |
Chevron Corp
Energy
|
3,848 | $796,151 | 1.24% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
3,309 | $689,165 | 1.07% |
| ES |
Eversource Energy
Utilities
|
9,499 | $658,090 | 1.02% |
| QQQ |
Invesco Qqq Trust, Series 1
|
1,136 | $655,676 | 1.02% |
| LLY |
ELI LILLY & Co
Healthcare
|
652 | $599,690 | 0.93% |
Portfolio Trend
Holdings in ES
Shares Held
Position Value (USD)
3 of 3 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $658,090 | 9,499 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,043,547 | 15,499 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,350,735 | 18,987 | Shares | Sole | 2025-10-21 | |
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