13F Filings History of BetterWealth, LLC

Latest 13F report
Q4 2025 - 15 Jan 2026
Value $
$438,567,047
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 70 stock holdings with total value $438,567,047 as of Q4 2025. Top holdings included DFAC, DFAX, BIV, AAPL, and EBI.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 70 $438,567,047 +$10,052,749 -$3,309,693 +$6,743,056 DFAC, DFAX, BIV, AAPL, EBI 13F-HR 15 Jan 2026, 17:27
Q3 2025 69 $420,029,121 +$10,399,972 -$11,628,530 -$1,228,558 DFAC, DFAX, BIV, AAPL, EBI 13F-HR 21 Oct 2025, 17:15
Q2 2025 63 $390,442,513 +$12,430,592 -$1,675,061 +$10,755,531 DFAC, DFAX, BIV, EBI, AAPL 13F-HR 14 Jul 2025, 13:50
Q1 2025 61 $356,383,589 +$35,592,460 -$32,857,008 +$2,735,452 DFAC, DFAX, AAPL, BIV, EBI 13F-HR 25 Apr 2025, 19:22
Q4 2024 68 $363,006,358 +$103,838,772 -$76,052,556 +$27,786,216 DFAC, AAPL, DFAX, BIV, BSV 13F-HR 22 Jan 2025, 18:09
Q3 2024 63 $338,408,405 +$8,292,812 -$3,391,646 +$4,901,166 DFAC, AAPL, DUHP, DFAX, DFSV 13F-HR 22 Oct 2024, 16:51
Q2 2024 61 $313,775,029 +$8,218,477 -$7,159,732 +$1,058,745 DFAC, AAPL, DUHP, DFAX, DFSV 13F-HR 19 Jul 2024, 17:19
Q1 2024 62 $306,136,631 +$9,800,133 -$7,532,991 +$2,267,142 DFAC, AAPL, DUHP, DFAX, DFSV 13F-HR 19 Apr 2024, 12:46
Q4 2023 61 $292,434,339 +$23,803,328 -$5,186,934 +$18,616,394 DFAC, AAPL, DFAX, DUHP, DFSV 13F-HR 23 Jan 2024, 14:09
Q3 2023 49 $248,329,914 +$4,031,761 -$1,837,895 +$2,193,866 DFAC, AAPL, DUHP, DFAX, DFSV 13F-HR 23 Oct 2023, 20:32
Q2 2023 45 $256,927,635 +$1,792,258 -$3,423,639 -$1,631,381 DFAC, AAPL, DUHP, DFAX, DFSV 13F-HR 24 Jul 2023, 14:01
Q1 2023 44 $247,069,656 +$11,793,973 -$1,465,953 +$10,328,020 DFAC, AAPL, DUHP, DFAX, DFSV 13F-HR 19 Apr 2023, 20:13
Q4 2022 39 $222,124,660 +$17,350,481 -$990,681 +$16,359,800 DFAC, AAPL, DUHP, DFAX, DFSV 13F-HR 23 Jan 2023, 20:37
Q3 2022 36 $194,378,000 +$6,811,251 -$2,295,119 +$4,516,132 DFAC, AAPL, DFAX, DUHP, DFCF 13F-HR 28 Oct 2022, 06:33
Q2 2022 36 $199,859,000 +$162,496,979 -$16,587,715 +$145,909,264 DFAC, AAPL, DFAX, DUHP, DFCF 13F-HR 28 Jul 2022, 17:33
Q1 2022 36 $74,685,000 +$473,588 -$1,561,330 -$1,087,742 AAPL, USMV, EEMV, DFAU, VCIT 13F-HR 02 May 2022, 11:52
Q4 2021 42 $142,641,000 $0 DFAC, AAPL, DFAX, USMV, DFAT 13F-HR 03 Mar 2022, 09:53