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Livermore
Livermore
ZHEN

BetterWealth, LLC

SEC CIK
0001911702
Latest filing
Jul 21, 2026

The latest 13F from BetterWealth, LLC covers Q2 2026 (filed Jul 21, 2026): 86 long positions worth $565.3M. The top 10 holdings make up 79.7% of the portfolio, and the largest is Dimensional U.S. Core Equity 2 ETF at 22.3%. Livermore has 19 filings on Form 13F from this institution, going back to Q4 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
4
Est. +$1.18M
Added
29
Est. +$9.08M
Reduced
24
Est. −$4.93M
Sold out
3
Est. −$694.3K

Top 5 holdings

Share of this quarter's portfolio value

  1. Dimensional U.S. Core Equity 2 ETF25434V708
    22.3%$125.9M
  2. Dimensional World Ex U.S. Core Equity 2 ETF25434V880
    11.8%$66.6M
  3. Vanguard Instl Index FD922040845
    9.1%$51.7M
  4. AAPLApple Inc.
    8.4%$47.5MHistory
  5. Vanguard Intermediate-Term Bond ETF921937819
    7.1%$40.0M

Biggest buys

New and added positions, by estimated amount bought

  1. Vanguard Intermediate-Term Bond ETF921937819
    +$3.01MAdded
  2. Vanguard Instl Index FD922040845
    +$2.10MAdded
  3. Vanguard Short-Term Bond ETF921937827
    +$1.48MAdded
  4. ZYMEZymeworks Inc.
    +$486.8KNewHistory
  5. American Centy ETF Tr025072356
    +$393.7KAdded

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. Dimensional U.S. Core Equity 2 ETF25434V708
    +0.69 pp21.6% → 22.3%
  2. Capital Group Intl Focus EQT14019W109
    +0.23 pp3.4% → 3.6%
  3. Capital Group Dividend Value14020W106
    +0.16 pp2.0% → 2.2%
  4. Capital Group Growth ETF14020G101
    +0.15 pp1.7% → 1.8%
  5. ZYMEZymeworks Inc.
    +0.09 pp0.0% → 0.1%History

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. AAPLApple Inc.
    −$3.24MReducedHistory
  2. Dimensional World Ex U.S. Core Equity 2 ETF25434V880
    −$500.8KReduced
  3. American Centy ETF Tr025072604
    −$432.6KReduced
  4. NFLXNetflix Inc
    −$260.6KSold outHistory
  5. TDToronto Dominion Bank
    −$231.4KSold outHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. Dimensional World Ex U.S. Core Equity 2 ETF25434V880
    −0.36 pp12.1% → 11.8%
  2. AAPLApple Inc.
    −0.33 pp8.7% → 8.4%History
  3. Dimensional ETF Trust25434V781
    −0.11 pp1.3% → 1.2%
  4. NFLXNetflix Inc
    −0.05 pp0.1% → 0.0%History
  5. Dimensional ETF Trust25434V765
    −0.05 pp1.0% → 1.0%

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$565.3M
+$55.5M (+10.9%) vs. prior quarter
Positions
86
+1 vs. prior quarter
Top 10 concentration
79.7%
Top 10 as share of value
Turnover
1.0%
Q2 2026, one quarter
Average holding period
12.7 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q4 2021), so positions held before then are understated.

13F filings by quarter

19 quarters, going back to Q4 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $565.3M (Q2 2026)

Q4 2021: $142.6MQ1 2022: $74.7MQ2 2022: $202.6MQ3 2022: $194.4MQ4 2022: $222.1MQ1 2023: $247.1MQ2 2023: $256.9MQ3 2023: $248.3MQ4 2023: $292.4MQ1 2024: $307.0MQ2 2024: $313.8MQ3 2024: $338.4MQ4 2024: $363.0MQ1 2025: $356.4MQ2 2025: $390.4MQ3 2025: $420.0MQ4 2025: $438.6MQ1 2026: $509.8MQ2 2026: $565.3M
Q4 2021Q2 2026
13F filings of BetterWealth, LLC by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Jul 21, 202686$565.3MDimensional U.S. Core Equity 2 ETFDimensional World Ex U.S. Core Equity 2 ETFVanguard Instl Index FDvs. Q1 2026SEC
Q1 2026Apr 24, 202685$509.8MDimensional U.S. Core Equity 2 ETFDimensional World Ex U.S. Core Equity 2 ETFVanguard Instl Index FDvs. Q4 2025SEC
Q4 2025Jan 15, 202670$438.6MDimensional U.S. Core Equity 2 ETFDimensional World Ex U.S. Core Equity 2 ETFVanguard Intermediate-Term Bond ETFvs. Q3 2025SEC
Q3 2025Oct 21, 202569$420.0MDimensional U.S. Core Equity 2 ETFDimensional World Ex U.S. Core Equity 2 ETFVanguard Intermediate-Term Bond ETFvs. Q2 2025SEC
Q2 2025Jul 14, 202563$390.4MDimensional U.S. Core Equity 2 ETFDimensional World Ex U.S. Core Equity 2 ETFVanguard Intermediate-Term Bond ETFvs. Q1 2025SEC
Q1 2025Apr 28, 202561$356.4MDimensional U.S. Core Equity 2 ETFDimensional World Ex U.S. Core Equity 2 ETFAAPLvs. Q4 2024SEC
Q4 2024Jan 23, 202568$363.0MDimensional U.S. Core Equity 2 ETFAAPLDimensional World Ex U.S. Core Equity 2 ETFvs. Q3 2024SEC
Q3 2024Oct 22, 202463$338.4MDimensional U.S. Core Equity 2 ETFAAPLDimensional ETF Trustvs. Q2 2024SEC
Q2 2024Jul 19, 202461$313.8MDimensional U.S. Core Equity 2 ETFAAPLDimensional ETF Trustvs. Q1 2024SEC
Q1 2024Apr 19, 202463$307.0MDimensional U.S. Core Equity 2 ETFAAPLDimensional ETF Trustvs. Q4 2023SEC
Q4 2023Jan 23, 202461$292.4MDimensional U.S. Core Equity 2 ETFAAPLDimensional World Ex U.S. Core Equity 2 ETFvs. Q3 2023SEC
Q3 2023Oct 24, 202349$248.3MDimensional U.S. Core Equity 2 ETFAAPLDimensional ETF Trustvs. Q2 2023SEC
Q2 2023Jul 24, 202345$256.9MDimensional U.S. Core Equity 2 ETFAAPLDimensional ETF Trustvs. Q1 2023SEC
Q1 2023Apr 20, 202344$247.1MDimensional U.S. Core Equity 2 ETFAAPLDimensional ETF Trustvs. Q4 2022SEC
Q4 2022Jan 24, 202339$222.1MDimensional U.S. Core Equity 2 ETFAAPLDimensional ETF Trustvs. Q3 2022SEC
Q3 2022Oct 28, 202236$194.4MDimensional U.S. Core Equity 2 ETFAAPLDimensional World Ex U.S. Core Equity 2 ETFvs. Q2 2022SEC
Q2 2022Jul 29, 202237$202.6MDimensional U.S. Core Equity 2 ETFAAPLDimensional World Ex U.S. Core Equity 2 ETFvs. Q1 2022SEC
Q1 2022May 2, 202236$74.7MAAPLiShares MSCI USA Min Vol Factor ETFiShares Incvs. Q4 2021SEC
Q4 2021Mar 3, 202242$142.6MDimensional U.S. Core Equity 2 ETFAAPLDimensional World Ex U.S. Core Equity 2 ETF–SEC