0002085853-26-000492.txt : 20260424 0002085853-26-000492.hdr.sgml : 20260424 20260424154747 ACCESSION NUMBER: 0002085853-26-000492 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20260331 FILED AS OF DATE: 20260424 DATE AS OF CHANGE: 20260424 EFFECTIVENESS DATE: 20260424 FILER: COMPANY DATA: COMPANY CONFORMED NAME: BetterWealth, LLC CENTRAL INDEX KEY: 0001911702 ORGANIZATION NAME: EIN: 474485131 STATE OF INCORPORATION: CA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22349 FILM NUMBER: 26893358 BUSINESS ADDRESS: STREET 1: 1475 SARATOGA AVENUE STREET 2: SUITE 200 CITY: SAN JOSE STATE: CA ZIP: 95129 BUSINESS PHONE: (866) 659-2522 MAIL ADDRESS: STREET 1: 1475 SARATOGA AVENUE STREET 2: SUITE 200 CITY: SAN JOSE STATE: CA ZIP: 95129 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001911702 XXXXXXXX 03-31-2026 03-31-2026 false BetterWealth, LLC

1475 SARATOGA AVENUE SUITE 200 SAN JOSE CA 95129

13F HOLDINGS REPORT 028-22349 000226661 801-96317 N Sue Cox 408-659-2648 /s/ Sue Cox San Jose CA 04-24-2026 0 85 509760915 INFORMATION TABLE 2 infotable.xml ADVANCED MICRO DEVICES INC COM 007903107 243099 1195 SH SOLE 1195 0 0 ALPHABET INC CAP STK CL C 02079K107 4606242 16057 SH SOLE 16057 0 0 ALPHABET INC CAP STK CL A 02079K305 553784 1926 SH SOLE 1926 0 0 AMAZON COM INC COM 023135106 689165 3309 SH SOLE 3309 0 0 AMERICAN CENTY ETF TR REAL ESTATE ETF 025072356 14935181 339282 SH SOLE 339282 0 0 AMERICAN CENTY ETF TR US SML CP VALU 025072877 18090136 163756 SH SOLE 163756 0 0 AMERICAN CENTY ETF TR AVANTIS EMGMKT 025072604 8791611 109104 SH SOLE 109104 0 0 AMGEN INC COM 031162100 237851 676 SH SOLE 676 0 0 ANALOG DEVICES INC COM 032654105 476256 1497 SH SOLE 1497 0 0 APPLE INC COM 037833100 44467046 175212 SH SOLE 175212 0 0 APPLIED MATLS INC COM 038222105 486468 1423 SH SOLE 1423 0 0 AVIDBANK HLDGS INC COM 05368J103 241794 8484 SH SOLE 8484 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 875019 1826 SH SOLE 1826 0 0 BROADCOM INC COM 11135F101 228109 737 SH SOLE 737 0 0 CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI 14020W106 10233380 240559 SH SOLE 240559 0 0 CAPITAL GROUP GROWTH ETF SHS CREATION UNI 14020G101 8578998 213461 SH SOLE 213461 0 0 CAPITAL GROUP INTL FOCUS EQT SHS CREATION UNI 14019W109 17091578 579572 SH SOLE 579572 0 0 CATERPILLAR INC COM 149123101 225290 318 SH SOLE 318 0 0 CHEVRON CORPORATION COM 166764100 796151 3848 SH SOLE 3848 0 0 CISCO SYS INC COM 17275R102 329659 4249 SH SOLE 4249 0 0 COSTCO WHOLESALE CORPORATION COM 22160K105 293947 295 SH SOLE 295 0 0 DIMENSIONAL ETF TRUST EMERGING MARKETS 25434V682 523569 12357 SH SOLE 12357 0 0 DIMENSIONAL ETF TRUST INTL HIGH PROFIT 25434V765 5316079 164993 SH SOLE 164993 0 0 DIMENSIONAL ETF TRUST US CORE EQUITY 2 25434V708 109993582 2830509 SH SOLE 2830509 0 0 DIMENSIONAL ETF TRUST US HIGH PROFITAB 25434V831 4740192 128950 SH SOLE 128950 0 0 DIMENSIONAL ETF TRUST EMERGING MKTS CO 25434V732 4414362 127767 SH SOLE 127767 0 0 DIMENSIONAL ETF TRUST US TARGETED VLU 25434V609 1108231 17746 SH SOLE 17746 0 0 DIMENSIONAL ETF TRUST GLOBAL SUSTAINA 25434V674 810108 15656 SH SOLE 15656 0 0 DIMENSIONAL ETF TRUST US SMALL CAP VAL 25434V815 3385294 96612 SH SOLE 96612 0 0 DIMENSIONAL ETF TRUST US SUSTAINABILTY 25434V716 2267527 55184 SH SOLE 55184 0 0 DIMENSIONAL ETF TRUST INTL SMALL CAP V 25434V781 6540680 165839 SH SOLE 165839 0 0 DIMENSIONAL ETF TRUST SHORT DURATION F 25434V864 1439943 30074 SH SOLE 30074 0 0 DIMENSIONAL ETF TRUST INTERNATIONAL 25434V690 1112682 26243 SH SOLE 26243 0 0 DIMENSIONAL ETF TRUST US MKTWIDE VALUE 25434V724 884920 18261 SH SOLE 18261 0 0 DIMENSIONAL ETF TRUST WORLD EX US CORE 25434V880 61904498 1822328 SH SOLE 1822328 0 0 ELI LILLY & CO COM 532457108 599537 652 SH SOLE 652 0 0 EVERSOURCE ENERGY COM 30040W108 658091 9499 SH SOLE 9499 0 0 EXPONENT INC COM 30214U102 304457 4666 SH SOLE 4666 0 0 EXXON MOBIL CORP COM 30231G102 430351 2537 SH SOLE 2537 0 0 INTUIT COM 461202103 202354 468 SH SOLE 468 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 655806 1136 SH SOLE 1136 0 0 ISHARES TR RUSSELL 3000 ETF 464287689 204245 551 SH SOLE 551 0 0 ISHARES TR U S EQUITY FACTR 46434V282 247896 3756 SH SOLE 3756 0 0 JOHNSON & JOHNSON COM 478160104 2080904 8513 SH SOLE 8513 0 0 JPMORGAN CHASE & CO COM 46625H100 266215 905 SH SOLE 905 0 0 KLA CORP COM NEW 482480100 394157 268 SH SOLE 268 0 0 KONINKLIJKE PHILIPS N V NY REGIS SHS NEW 500472303 212405 7752 SH SOLE 7752 0 0 LAM RESEARCH CORP COM NEW 512807306 250723 1173 SH SOLE 1173 0 0 LISTED FDS TR ROUNDHILL MAGNIF 53656G498 337501 5825 SH SOLE 5825 0 0 MANAGER DIRECTED PORTFOLIOS VERT GLB SUST RE 56170L695 195392 18915 SH SOLE 18915 0 0 META PLATFORMS INC CL A 30303M102 273133 477 SH SOLE 477 0 0 MICRON TECHNOLOGY INC COM 595112103 247637 733 SH SOLE 733 0 0 MICROSOFT CORP COM 594918104 533457 1441 SH SOLE 1441 0 0 NETFLIX INC. COM 64110L106 260567 2710 SH SOLE 2710 0 0 NVIDIA CORPORATION COM 67066G104 1990173 11412 SH SOLE 11412 0 0 PG&E CORP COM 69331C108 241254 13731 SH SOLE 13731 0 0 RBB FUND TRUST LONGVIEW ADVANTG 75526L852 33708651 582580 SH SOLE 582580 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 293065 11430 SH SOLE 11430 0 0 SCHWAB STRATEGIC TR FUNDAMENTAL US L 808524771 336177 12071 SH SOLE 12071 0 0 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 375557 15174 SH SOLE 15174 0 0 SCHWAB STRATEGIC TR FUNDAMENTAL INTL 808524755 258399 5281 SH SOLE 5281 0 0 SCHWAB STRATEGIC TR FUNDAMENTAL EMER 808524730 458317 11979 SH SOLE 11979 0 0 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 237672 9469 SH SOLE 9469 0 0 SHOPIFY INC CL A SUB VTG SHS 82509L107 2172763 18317 SH SOLE 18317 0 0 SPDR SERIES TRUST STATE STREET SPD 78468R101 227487 7796 SH SOLE 7796 0 0 STARBUCKS CORP COM 855244109 233163 2603 SH SOLE 2603 0 0 STATE STR SPDR S&P 500 ETF T TR UNIT 78462F103 247780 381 SH SOLE 381 0 0 TESLA INC COM 88160R101 1694808 4559 SH SOLE 4559 0 0 TORONTO DOMINION BK ONT COM NEW 891160509 231409 2480 SH SOLE 2480 0 0 US BANCORP COM NEW 902973304 212617 4088 SH SOLE 4088 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 22398343 285657 SH SOLE 285657 0 0 VANGUARD BD INDEX FDS INTERMED TERM 921937819 37199679 481986 SH SOLE 481986 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 578007 1802 SH SOLE 1802 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 360616 1838 SH SOLE 1838 0 0 VANGUARD INDEX FDS LARGE CAP ETF 922908637 659802 2208 SH SOLE 2208 0 0 VANGUARD INDEX FDS SMALL CP ETF 922908751 322137 1230 SH SOLE 1230 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 1774126 2969 SH SOLE 2969 0 0 VANGUARD INSTL INDEX FD 0-3 MO TREAS BIL 922040845 49558845 655107 SH SOLE 655107 0 0 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 4954069 59868 SH SOLE 59868 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 310849 1445 SH SOLE 1445 0 0 VANGUARD STAR FDS VG TL INTL STK F 921909768 313420 4065 SH SOLE 4065 0 0 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 921943858 806045 12579 SH SOLE 12579 0 0 VANGUARD WORLD FD ESG US CORP BD 921910691 1594311 25375 SH SOLE 25375 0 0 WALMART INC COM 931142103 463410 3729 SH SOLE 3729 0 0 WELLS FARGO & CO COM 949746101 280705 3526 SH SOLE 3526 0 0