Better Wealth, LLC Portfolio Holdings

Better Wealth, LLC

  • $357 Million
  • Q4 2024

Better Wealth, LLC has filed its 13F form on January 22, 2025 for Q4 2024 where it was disclosed a total value porftolio of $357 Million distributed in 68 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $98.6M, Apple Inc. with a value of $44.5M, Dimensional ETF Tr with a value of $43.6M, Vanguard Bd Index Fd Inc Inter with a value of $29.7M, and Vanguard Bd Index Fd Inc Short with a value of $17.3M.

Examining the 13F form we can see an increase of $26.6M in the current position value, from $330M to 357M.

Below you can find more details about Better Wealth, LLC portfolio as well as his latest detailed transactions.

Portfolio value $357 Million
ETFs: $237 Million
Technology: $49.8 Million
Communication Services: $3.85 Million
Consumer Cyclical: $3.65 Million
Healthcare: $1.93 Million
Consumer Defensive: $1.19 Million
Industrials: $1.17 Million
Financial Services: $1.1 Million
Other: $1.26 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$98.6 Million 27.63% of portfolio
2,848,350
Q4 2024 Reduced 2.63%
$3.6T
$44.5 Million 12.49% of portfolio
177,880
Q4 2024 Added 25.93%
$0
$43.6 Million 12.23% of portfolio
1,754,718
Q4 2024 Added 90.36%
$0
$29.7 Million 8.32% of portfolio
396,971
Q4 2024 New
$0
$17.3 Million 4.85% of portfolio
224,036
Q4 2024 Added 6.06%
$0
$11.9 Million 3.35% of portfolio
285,056
Q4 2024 Added 1.42%
$0
$11.7 Million 3.27% of portfolio
344,800
Q4 2024 Reduced 55.46%
$0
$11.3 Million 3.17% of portfolio
117,275
Q4 2024 New
$0
$10.8 Million 3.02% of portfolio
437,165
Q4 2024 New
$0
$7.19 Million 2.02% of portfolio
233,708
Q4 2024 Reduced 62.83%
$0
$6.46 Million 1.81% of portfolio
183,350
Q4 2024 New
$0
$6.33 Million 1.78% of portfolio
170,353
Q4 2024 New
$0
$4.95 Million 1.39% of portfolio
84,123
Q4 2024 New
$0
$4.89 Million 1.37% of portfolio
184,069
Q4 2024 Added 0.05%
$0
$4.7 Million 1.32% of portfolio
186,089
Q4 2024 Reduced 58.2%
$0
$3.87 Million 1.08% of portfolio
147,640
Q4 2024 Reduced 75.22%
$0
$3.61 Million 1.01% of portfolio
64,850
Q4 2024 Added 0.1%
$1.22T
$3.49 Million 0.98% of portfolio
18,321
Q4 2024 Added 0.75%
$366B
$2.44 Million 0.68% of portfolio
18,148
Q4 2024 Added 3.55%
$0
$2.01 Million 0.56% of portfolio
32,372
Q4 2024 Added 16.15%
$0
$1.98 Million 0.56% of portfolio
48,437
Q4 2024 Added 0.3%
$0
$1.69 Million 0.47% of portfolio
36,701
Q4 2023 New
$2.39T
$1.56 Million 0.44% of portfolio
7,133
Q4 2024 Reduced 0.82%
$0
$1.48 Million 0.42% of portfolio
2,750
Q1 2024 New
$380B
$1.47 Million 0.41% of portfolio
10,194
Q4 2024 Added 0.09%
$1.31T
$1.44 Million 0.4% of portfolio
3,556
Q4 2024 Added 4.19%
$0
$1.11 Million 0.31% of portfolio
23,739
Q4 2024 Added 25.52%
$3.33T
$1.03 Million 0.29% of portfolio
2,449
Q4 2024 Reduced 13.74%
$0
$930,000 0.26% of portfolio
14,295
Q4 2024 Added 0.2%
$600B
$868,000 0.24% of portfolio
1,915
Q4 2024 Added 43.02%
$253B
$543,000 0.15% of portfolio
9,185
Q4 2024 Added 0.19%
$145B
$540,000 0.15% of portfolio
2,372
Q4 2024 New
$62.5B
$446,000 0.13% of portfolio
3,300
Q2 2024 Reduced 1.32%
$0
$447,000 0.13% of portfolio
19,695
Q4 2024 Added 200.0%
$716B
$454,000 0.13% of portfolio
589
Q4 2024 Added 3.7%
$0
$434,000 0.12% of portfolio
1,500
Q4 2024 Added 0.13%
$0
$440,000 0.12% of portfolio
1,096
Q4 2024 Added 0.09%
$0
$415,000 0.12% of portfolio
2,452
Q4 2021 New
$4.75B
$415,000 0.12% of portfolio
4,666
Q4 2021 New
$306B
$444,000 0.12% of portfolio
3,070
Q3 2024 Reduced 0.65%
$191B
$402,000 0.11% of portfolio
2,623
Q4 2024 Added 0.81%
$0
$351,000 0.1% of portfolio
1,302
Q4 2024 Added 31.25%
$1.18T
$359,000 0.1% of portfolio
1,900
Q4 2024 Added 18.6%
$45.9B
$312,000 0.09% of portfolio
7,628
Q4 2024 Added 0.37%
$109B
$328,000 0.09% of portfolio
521
Q4 2024 Added 0.19%
$253B
$281,000 0.08% of portfolio
3,115
Q4 2024 Added 1.17%
$32.7B
$275,000 0.08% of portfolio
13,631
Q4 2024 Added 0.23%
$112B
$288,000 0.08% of portfolio
3,167
Q4 2024 Added 1.93%
$0
$295,000 0.08% of portfolio
5,015
Q4 2024 Added 1.48%

Summary

  • Portfolio
  • No. of Stocks 68
  • Current Value $357 Million
  • Prior Value $330 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 22, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 12 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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