BetterWealth, LLC holds a focused book of 86 stocks worth $565.3M as of Q2 2026 (disclosed Jul 22, 2026, a ~45-day 13F lag). This quarter they opened Zymeworks Inc and trimmed Dimensional World Ex US Core. Their largest long position is Dimensional US Core Equity 2 at 22% of the equity book. Cloning the disclosed picks since 2024 would be +29% (+15.5%/yr). That is a simulation of the disclosed long book, not audited returns.
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1911702/holdings"
Use Arkolith to show BetterWealth, LLC's latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 3.8 points over this window.
Growth of $10,000 cloning BetterWealth, LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
14% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as BetterWealth, LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 79 / 80 | $559.5B |
| Farther Finance Advisors, LLC | 79 / 80 | $3.0B |
| JPMORGAN CHASE & CO | 78 / 80 | $516.3B |
| ROYAL BANK OF CANADA | 78 / 80 | $155.5B |
| ENVESTNET ASSET MANAGEMENT INC | 78 / 80 | $72.0B |
| HighTower Advisors, LLC | 78 / 80 | $31.6B |
| OSAIC HOLDINGS, INC. | 78 / 80 | $18.3B |
| LPL Financial LLC | 77 / 80 | $80.8B |
Ranked by how many of BetterWealth, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Dimensional ETF Trust US COR EQU 2 ETF | $125.9M | 2.84M | 22.3% | ▲+0.3% Added · +7K sh | |
| 2 | Dimensional ETF Trust WORLD EX US CORE | $66.6M | 1.81M | 11.8% | ▼−0.7% Reduced · −14K sh | |
| 3 | Vanguard Instl Index FD 0 3 MO TR BI ETF | $51.7M | 682.8K | 9.1% | ▲+4.2% Added · +28K sh | |
| 4 | Apple Inc COM | $47.5M | 164.0K | 8.4% | ▼−6.4% Reduced · −11K sh | |
| 5 | Vanguard BD Index FDS INTERMED TERM | $40.0M | 521.2K | 7.1% | ▲+8.1% Added · +39K sh | |
| 6 | RBB Fund Trust LONGVIEW ADVANTG | $37.8M | 582.6K | 6.7% | —Held | |
| 7 | Vanguard BD Index FDS SHORT TRM BOND | $23.7M | 304.6K | 4.2% | ▲+6.6% Added · +19K sh | |
| 8 | American Centy ETF TR US SML CP VALU | $20.4M | 163.6K | 3.6% | ▼−0.1% Reduced · −187 sh | |
| 9 | Capital Group Intl Focus Eqt SHS CREAT UNIT | $20.2M | 584.6K | 3.6% | ▲+0.9% Added · +5K sh | |
| 10 | American Centy ETF TR REAL ESTATE ETF | $16.5M | 347.6K | 2.9% | ▲+2.4% Added · +8K sh | |
| 11 | Capital Group Dividend Value SHS CREAT UNIT | $12.2M | 248.4K | 2.2% | ▲+3.3% Added · +8K sh | |
| 12 | Capital Group Growth ETF SHS CREAT UNIT | $10.4M | 220.0K | 1.8% | ▲+3.0% Added · +7K sh | |
| 13 | American Centy ETF TR AVANTIS EMGMKT | $10.1M | 104.6K | 1.8% | ▼−4.1% Reduced · −4K sh | |
| 14 | Dimensional ETF Trust INTL SMALL CAP V | $6.7M | 165.8K | 1.2% | ▼~0% Reduced · −3 sh | |
| 15 | Alphabet Inc CAP STK CL C | $5.6M | 16.0K | 1.0% | ▼−0.6% Reduced · −94 sh | |
| 16 | Dimensional ETF Trust INTL HIGH PROFIT | $5.6M | 164.3K | 1.0% | ▼−0.4% Reduced · −688 sh | |
| 17 | Dimensional ETF Trust US HIGH PROF ETF | $5.2M | 125.5K | 0.9% | ▼−2.7% Reduced · −4K sh | |
| 18 | Dimensional ETF Trust EMERGING MKTS CO | $5.2M | 126.8K | 0.9% | ▼−0.8% Reduced · −995 sh | |
| 19 | Vanguard Scottsdale FDS INT-TERM CORP | $5.1M | 62.2K | 0.9% | ▲+3.9% Added · +2K sh | |
| 20 | Dimensional ETF Trust US SMALL CAP ETF | $3.7M | 94.4K | 0.6% | ▼−2.2% Reduced · −2K sh | |
| 21 | Dimensional ETF Trust US SUSTAINABILTY | $2.7M | 57.7K | 0.5% | ▲+4.5% Added · +3K sh | |
| 22 | Nvidia Corporation COM | $2.3M | 11.4K | 0.4% | ▼−0.5% Reduced · −57 sh | |
| 23 | Johnson & Johnson COM | $2.1M | 8.4K | 0.4% | ▼−1.2% Reduced · −100 sh | |
| 24 | Shopify Inc CL A SUB VTG SHS | $2.1M | 18.3K | 0.4% | —Held | |
| 25 | Vanguard Index FDS S&P 500 ETF SHS | $2.0M | 3.0K | 0.4% | ▼−0.1% Reduced · −3 sh | |
| 26 | Tesla Inc COM | $1.9M | 4.6K | 0.3% | ▼~0% Reduced · −2 sh | |
| 27 | Vanguard World FD ESG US CORP BD | $1.6M | 26.2K | 0.3% | ▲+3.2% Added · +817 sh | |
| 28 | Dimensional ETF Trust SHOR DUR FIX ETF | $1.6M | 33.0K | 0.3% | ▲+9.7% Added · +3K sh | |
| 29 | Dimensional ETF Trust US TARGETED VLU | $1.2M | 17.5K | 0.2% | ▼−1.4% Reduced · −258 sh | |
| 30 | Dimensional ETF Trust INTERNATIONAL | $1.2M | 26.8K | 0.2% | ▲+2.0% Added · +522 sh | |
| 31 | Applied Matls Inc COM | $1.0M | 1.4K | 0.2% | —Held | |
| 32 | Dimensional ETF Trust US MKTWIDE VALUE | $1.0M | 18.3K | 0.2% | —Held | |
| 33 | Berkshire Hathaway Inc Del CL B NEW | $914K | 1.8K | 0.2% | —Held | |
| 34 | Amazon Com Inc COM | $902K | 3.8K | 0.2% | ▲+14% Added · +476 sh | |
| 35 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $896K | 12.6K | 0.2% | —Held | |
| 36 | Dimensional ETF Trust GLOBAL SUSTAINA | $888K | 17.0K | 0.2% | ▲+8.8% Added · +1K sh | |
| 37 | Micron Technology Inc COM | $845K | 732 | 0.1% | ▼−0.1% Reduced · −1 sh | |
| 38 | Invesco QQQ TR UNIT SER 1 | $838K | 1.1K | 0.1% | ▲+0.2% Added · +2 sh | |
| 39 | Kla Corp COM NEW | $811K | 2.7K | 0.1% | ▲10× Added · +2K sh | |
| 40 | Eli Lilly & Co COM | $784K | 654 | 0.1% | ▲+0.3% Added · +2 sh | |
| 41 | Vanguard Index FDS LARGE CAP ETF | $759K | 2.2K | 0.1% | —Held | |
| 42 | Advanced Micro Devices Inc COM | $694K | 1.2K | 0.1% | —Held | |
| 43 | Eversource Energy COM | $687K | 9.5K | 0.1% | ▲~0% Added · +3 sh | |
| 44 | Microsoft Corp COM | $679K | 1.8K | 0.1% | ▲+26% Added · +379 sh | |
| 45 | Vanguard Index FDS TOTAL STK MKT | $667K | 1.8K | 0.1% | —Held | |
| 46 | Dimensional ETF Trust EMER MARK SU ETF | $639K | 13.1K | 0.1% | ▲+5.8% Added · +711 sh | |
| 47 | Chevron Corporation COM | $605K | 3.6K | 0.1% | ▼−5.2% Reduced · −200 sh | |
| 48 | Analog Devices Inc COM | $594K | 1.5K | 0.1% | ▼−0.1% Reduced · −2 sh | |
| 49 | Alphabet Inc CAP STK CL A | $546K | 1.5K | 0.1% | ▼−21% Reduced · −398 sh | |
| 50 | Lam Research Corp COM NEW | $513K | 1.2K | 0.1% | ▲+0.8% Added · +10 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 22, 2026 | 86 | $565.3M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 24, 2026 | 85 | $509.8M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 15, 2026 | 70 | $438.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 21, 2025 | 69 | $420.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 14, 2025 | 63 | $390.4M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 28, 2025 | 61 | $356.4M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 23, 2025 | 68 | $363.0M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 22, 2024 | 63 | $338.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.