BetterWealth
BetterWealth reported 86 stocks worth $591M in its 13F filing for Q3 2026, filed Oct 15, 2026. Its largest holdings are Dimensional ETF Trust (21.4%), VBIL (13.9%) and DFAX (11.4%). Compared with Q2 2026, the fund opened new positions in DFCA, XOM and IBM, added to VBIL, DFAX and BIV, trimmed AAPL, EBI and DISV and sold out of XOM and PHG.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | $126M | 21.4% | 2.8M | +7,497 (+0%) | 8 of 8 | |
| 2 |  VBIL Vanguard 0-3 Month | $82.2M | 13.9% | 1.1M | +403K (+59%) | 5 of 8 | |
| 3 |  DFAX Dimensional ETF Trust | $67.5M | 11.4% | 1.8M | +15K (+1%) | 8 of 8 | |
| 4 |  AAPL Apple Inc | $52.1M | 8.8% | 156K | −7,696 (−5%) | 8 of 8 | |
| 5 |  BIV Vanguard Intermediate | $39.7M | 6.7% | 545K | +23K (+5%) | 8 of 8 | |
| 6 |  EBI Rbb Fund Trust | $38M | 6.4% | 581K | −1,156 (−0%) | 7 of 8 | |
| 7 |  BSV Vanguard Short-Term Bond ETF | $23.5M | 4.0% | 307K | +2,655 (+1%) | 8 of 8 | |
| 8 |  CGXU Capital Group Intrtnl | $20.9M | 3.5% | 609K | +24K (+4%) | 8 of 8 | |
| 9 |  AVUV American Centy ETF TR | $19.5M | 3.3% | 166K | +2,321 (+1%) | 8 of 8 | |
| 10 |  AVRE American Centy ETF TR | $15.7M | 2.7% | 354K | +6,538 (+2%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 15, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →BetterWealth 13F FAQ
What does BetterWealth own?
BetterWealth reported 86 stocks worth $591M in its 13F filing for Q3 2026, filed Oct 15, 2026. Its largest holdings are Dimensional ETF Trust (21.4%), VBIL (13.9%) and DFAX (11.4%). The table above lists every position in the filing (the top 10 without an account).
What did BetterWealth buy and sell in Q3 2026?
Compared with Q2 2026: 4 new positions, 23 added to, 17 trimmed and 4 sold out. New positions include DFCA, XOM and IBM. It sold all of XOM and PHG.
When will BetterWealth file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is BetterWealth's portfolio worth?
The Q3 2026 filing reports $591M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.