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BetterWealth, LLC

SEC CIK
0001911702
Latest filing
Jul 21, 2026

AAPL holding history

Apple Inc. in every 13F filed by BetterWealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AAPL overviewAll 13F holders of AAPLFull Q2 2026 holdings

Shares (Q2 2026)
164,003
Value
$47.5M
% of portfolio
8.4%
Quarters held
19
Since Q4 2021
Holdings of AAPL by BetterWealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026164,003$47.5M8.4%−11,209−6.4%ReducedHolders
Q1 2026175,212$44.5M8.7%+43,131+32.7%AddedHolders
Q4 2025132,081$35.9M8.2%−712−0.5%ReducedHolders
Q3 2025132,793$33.8M8.1%−11,793−8.2%ReducedHolders
Q2 2025144,586$29.7M7.6%−2,898−2.0%ReducedHolders
Q1 2025147,484$32.8M9.2%−30,396−17.1%ReducedHolders
Q4 2024177,880$44.5M12.3%+36,631+25.9%AddedHolders
Q3 2024141,249$32.9M9.7%−5,249−3.6%ReducedHolders
Q2 2024146,498$30.9M9.8%−3,890−2.6%ReducedHolders
Q1 2024150,388$25.8M8.4%−2,980−1.9%ReducedHolders
Q4 2023153,368$29.5M10.1%+1,129+0.7%AddedHolders
Q3 2023152,239$26.1M10.5%+2,010+1.3%AddedHolders
Q2 2023150,229$29.1M11.3%−11,637−7.2%ReducedHolders
Q1 2023161,866$26.7M10.8%−3,651−2.2%ReducedHolders
Q4 2022165,517$21.5M9.7%−511−0.3%ReducedHolders
Q3 2022166,028$22.9M11.8%−7,828−4.5%ReducedHolders
Q2 2022173,856$23.8M11.7%+2,412+1.4%AddedHolders
Q1 2022171,444$29.9M40.1%−7,410−4.1%ReducedHolders
Q4 2021178,854$31.8M22.3%–No prior filingHolders