BetterWealth, LLC
Annual return '25
+17.7%
SPY '25
+17.7%
Alpha
-0.0ptsvs SPY
Invested
$509.8M
Holdings
85
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 93%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$DFAC
DIMENSIONAL ETF TRUST
Q4 2025: Exited (was 2.78M shares)
21.6%
02
$DFAX
DIMENSIONAL ETF TRUST
Q4 2025: Exited (was 1.80M shares)
12.1%
03
$VBIL
VANGUARD INSTL INDEX FD
Q4 2025: Exited (was 20.6k shares)
9.7%
04
$AAPL
APPLE INC
Q1 2026: Sold 28.6% (77.5k → 55.4k shares)
8.7%
05
$BIV
VANGUARD BD INDEX FDS
Q4 2025: Exited (was 440.4k shares)
7.3%
06
$EBI
RBB FUND TRUST
Q4 2025: Exited (was 586.1k shares)
6.6%
07
$BSV
VANGUARD BD INDEX FDS
Q4 2025: Exited (was 260.4k shares)
4.4%
08
$AVUV
AMERICAN CENTY ETF TR
Q4 2025: Exited (was 151.3k shares)
3.5%
09
$CGXU
CAPITAL GROUP INTL FOCUS EQT
Q4 2025: Exited (was 534.9k shares)
3.4%
10
$AVRE
AMERICAN CENTY ETF TR
Q4 2025: Exited (was 316.6k shares)
2.9%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:44 UTC.