• 13F History

BetterWealth, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 23, 2025
Value $
$363M
Signature - Title
Sue Cox - Chief Compliance Officer
Location
San Jose, CA
Summary
This page shows a list of all the recent 13F filings made by BetterWealth, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. BetterWealth, LLC reported 68 stock holdings with total value $363M as of Q4 2024. Top holdings included DFAC, AAPL, DFAX, BIV, and BSV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 68 $363M +$104M -$76.1M +$27.8M DFAC, AAPL, DFAX, BIV, BSV 13F-HR 1/22/2025, 06:09 PM
Q3 2024 63 $338M +$8.29M -$3.39M +$4.9M DFAC, AAPL, DUHP, DFAX, DFSV 13F-HR 10/22/2024, 04:51 PM
Q2 2024 61 $314M +$8.22M -$7.16M +$1.06M DFAC, AAPL, DUHP, DFAX, DFSV 13F-HR 7/19/2024, 05:19 PM
Q1 2024 62 $306M +$9.8M -$7.53M +$2.27M DFAC, AAPL, DUHP, DFAX, DFSV 13F-HR 4/19/2024, 12:46 PM
Q4 2023 61 $292M +$23.8M -$5.19M +$18.6M DFAC, AAPL, DFAX, DUHP, DFSV 13F-HR 1/23/2024, 02:09 PM
Q3 2023 49 $248M +$4.03M -$1.84M +$2.19M DFAC, AAPL, DUHP, DFAX, DFSV 13F-HR 10/23/2023, 08:32 PM
Q2 2023 45 $257M +$1.79M -$3.42M -$1.63M DFAC, AAPL, DUHP, DFAX, DFSV 13F-HR 7/24/2023, 02:01 PM
Q1 2023 44 $247M +$11.8M -$1.47M +$10.3M DFAC, AAPL, DUHP, DFAX, DFSV 13F-HR 4/19/2023, 08:13 PM
Q4 2022 39 $222M +$17.4M -$991K +$16.4M DFAC, AAPL, DUHP, DFAX, DFSV 13F-HR 1/23/2023, 08:37 PM
Q3 2022 36 $194M +$6.81M -$2.3M +$4.52M DFAC, AAPL, DFAX, DUHP, DFCF 13F-HR 10/28/2022, 06:33 AM
Q2 2022 36 $200M +$162M -$16.6M +$146M DFAC, AAPL, DFAX, DUHP, DFCF 13F-HR 7/28/2022, 05:33 PM
Q1 2022 36 $74.7M +$474K -$1.56M -$1.09M AAPL, USMV, EEMV, DFAU, VCIT 13F-HR 5/2/2022, 11:52 AM
Q4 2021 42 $143M DFAC, AAPL, DFAX, USMV, DFAT 13F-HR 3/3/2022, 09:53 AM