BetterWealth, LLC Portfolio Holdings
Q3 2025•67 long positions•$418.2M portfolio value
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Holding72 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $107.1M 25.61% | -$1.5M Sold | — 2.8M shares | 2.8M → 2.8M −$1.5M | -1.38% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $56.5M 13.51% | -$910.7K Sold | — 1.8M shares | 1.8M → 1.8M −$910.7K | -1.59% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $34.4M 8.22% | +$1.1M Bought | — 440.4K shares | 426.6K → 440.4K +$1.1M | +3.23% | — — | Q4 2024 Held for 11 months | |
Consumer Electronics Technology | $33.8M 8.08% | -$3.0M Sold | 0.001% 132.8K shares | 144.6K → 132.8K −$3.0M | -8.16% | $3.78T Mega Cap | Q4 2021 Held for 3y 11m | |
Unknown Unknown | $32.1M 7.69% | +$116.9K Bought | — 586.1K shares | 584.0K → 586.1K +$116.9K | +0.36% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $20.6M 4.91% | +$1.2M Bought | — 260.4K shares | 245.2K → 260.4K +$1.2M | +6.2% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $15.8M 3.79% | +$285.5K Bought | — 534.9K shares | 525.2K → 534.9K +$285.5K | +1.83% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $15.1M 3.6% | +$516.4K Bought | — 151.3K shares | 146.1K → 151.3K +$516.4K | +3.55% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $14.1M 3.37% | +$116.0K Bought | — 316.6K shares | 314.0K → 316.6K +$116.0K | +0.83% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $9.4M 2.24% | +$161.4K Bought | — 223.2K shares | 219.4K → 223.2K +$161.4K | +1.75% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $8.8M 2.11% | +$9.4K Bought | — 201.3K shares | 201.1K → 201.3K +$9.4K | +0.11% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $7.9M 1.89% | +$115.0K Bought | — 105.5K shares | 104.0K → 105.5K +$115.0K | +1.47% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $6.1M 1.45% | -$217.9K Sold | — 169.8K shares | 175.9K → 169.8K −$217.9K | -3.47% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $5.1M 1.23% | -$424.3K Sold | — 135.7K shares | 146.9K → 135.7K −$424.3K | -7.65% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $5.1M 1.22% | -$131.1K Sold | — 168.4K shares | 172.7K → 168.4K −$131.1K | -2.5% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $4.2M 1.01% | +$220.1K Bought | — 50.3K shares | 47.6K → 50.3K +$220.1K | +5.49% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $4.2M 1.0% | -$137.6K Sold | — 131.0K shares | 135.3K → 131.0K −$137.6K | -3.17% | — — | Q2 2022 Held for 3y 5m | |
Internet Content & Information Communication Services | $4.0M 0.951% | -$137.4K Sold | 0.0% 16.3K shares | 16.9K → 16.3K −$137.4K | -3.34% | $2.95T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $3.3M 0.784% | -$309.5K Sold | — 103.0K shares | 112.8K → 103.0K −$309.5K | -8.62% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $2.6M 0.633% | +$104.1K Bought | — 62.3K shares | 59.9K → 62.3K +$104.1K | +4.09% | — — | Q1 2023 Held for 2y 8m | |
Auto - Manufacturers Consumer Cyclical | $2.0M 0.481% | +$450.5K Bought | 0.0% 4.5K shares | 3.5K → 4.5K +$450.5K | +28.86% | $1.48T Mega Cap | Q4 2021 Held for 3y 11m | |
Drug Manufacturers - General Healthcare | $1.8M 0.43% | -$42.8K Sold | 0.0% 9.7K shares | 9.9K → 9.7K −$42.8K | -2.33% | $446.55B Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.7M 0.405% | +$21.4K Bought | — 2.8K shares | 2.7K → 2.8K +$21.4K | +1.28% | — — | Q1 2024 Held for 1y 8m | |
Semiconductors Technology | $1.6M 0.386% | -$1.9M Sold | 0.0% 8.6K shares | 18.9K → 8.6K −$1.9M | -54.27% | $4.54T Mega Cap | Q3 2023 Held for 2y 2m | |
ETF ETF | $1.5M 0.356% | +$13.2K Bought | — 23.2K shares | 23.0K → 23.2K +$13.2K | +0.89% | — — | Q1 2023 Held for 2y 8m | |
Regulated Electric Utilities | $1.4M 0.323% | +$1.4M New | 0.005% 19.0K shares | 0 → 19.0K +$1.4M | New | $26.4B Large Cap | Q3 2025 Held for 2 months | |
ETF ETF | $1.2M 0.282% | -$67.8K Sold | — 24.5K shares | 25.9K → 24.5K −$67.8K | -5.43% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $1.2M 0.28% | +$53.8K Bought | — 28.6K shares | 27.3K → 28.6K +$53.8K | +4.82% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $1.1M 0.274% | -$262.1K Sold | — 19.7K shares | 24.2K → 19.7K −$262.1K | -18.63% | — — | Q4 2021 Held for 3y 11m | |
Insurance - Diversified Financial Services | $923.0K 0.221% | +$9.0K Bought | 0.0% 1.8K shares | 1.8K → 1.8K +$9.0K | +0.99% | $1.08T Mega Cap | Q4 2023 Held for 1y 11m | |
ETF ETF | $833.1K 0.199% | -$213.5K Sold | — 18.6K shares | 23.4K → 18.6K −$213.5K | -20.4% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $780.4K 0.187% | +$27.7K Bought | — 14.7K shares | 14.1K → 14.7K +$27.7K | +3.68% | — — | Q1 2023 Held for 2y 8m | |
Specialty Retail Consumer Cyclical | $742.4K 0.177% | -$65.0K Sold | 0.0% 3.4K shares | 3.7K → 3.4K −$65.0K | -8.05% | $2.34T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $704.4K 0.168% | +$388.5K Bought | — 1.2K shares | 526.0 → 1.2K +$388.5K | +123.0% | — — | Q1 2025 Held for 8 months | |
Software - Infrastructure Technology | $628.4K 0.15% | -$435.2K Sold | 0.0% 1.2K shares | 2.1K → 1.2K −$435.2K | -40.92% | $3.85T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $594.1K 0.142% | +$26.8K Bought | — 14.5K shares | 13.8K → 14.5K +$26.8K | +4.71% | — — | Q1 2023 Held for 2y 8m | |
Oil & Gas Integrated Energy | $584.2K 0.14% | +$216.0K Bought | 0.0% 3.8K shares | 2.4K → 3.8K +$216.0K | +58.67% | $312.88B Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $513.2K 0.123% | — | — 1.1K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
Drug Manufacturers - General Healthcare | $451.6K 0.108% | +$10.7K Bought | 0.0% 592.0 shares | 578.0 → 592.0 +$10.7K | +2.42% | $684.00B Mega Cap | Q4 2022 Held for 2y 11m | |
Unknown Unknown | $377.8K 0.09% | — | — 5.8K shares | — | — | — — | Q2 2024 Held for 1y 5m | |
Internet Content & Information Communication Services | $363.7K 0.087% | +$363.7K New | 0.0% 495.0 shares | 0 → 495.0 +$363.7K | New | $1.84T Mega Cap | Q3 2025 Held for 2 months | |
Internet Content & Information Communication Services | $359.1K 0.086% | +$58.6K Bought | 0.0% 1.5K shares | 1.2K → 1.5K +$58.6K | +19.5% | $2.95T Mega Cap | Q4 2021 Held for 3y 11m | |
Consulting Services Industrials | $325.7K 0.078% | +$1.5K Bought | 0.009% 4.7K shares | 4.7K → 4.7K +$1.5K | +0.45% | $3.5B Mid Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $322.3K 0.077% | -$124.4K Sold | — 1.7K shares | 2.4K → 1.7K −$124.4K | -27.85% | — — | Q4 2021 Held for 3y 11m | |
Discount Stores Consumer Defensive | $319.7K 0.076% | +$4.4K Bought | 0.0% 3.1K shares | 3.1K → 3.1K +$4.4K | +1.41% | $821.68B Mega Cap | Q2 2024 Held for 1y 5m | |
Semiconductors Technology | $318.4K 0.076% | +$1.8K Bought | 0.0% 1.9K shares | 1.9K → 1.9K +$1.8K | +0.58% | $179.50B Large Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $309.6K 0.074% | — | — 4.2K shares | — | — | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $308.8K 0.074% | +$20.4K Bought | — 5.2K shares | 4.8K → 5.2K +$20.4K | +7.09% | — — | Q3 2024 Held for 1y 2m | |
Banks - Diversified Financial Services | $296.6K 0.071% | +$9.8K Bought | 0.0% 3.5K shares | 3.4K → 3.5K +$9.8K | +3.42% | $268.51B Mega Cap | Q4 2024 Held for 11 months | |
Semiconductors Technology | $294.3K 0.07% | +$3.7K Bought | 0.0% 1.4K shares | 1.4K → 1.4K +$3.7K | +1.27% | $163.10B Large Cap | Q1 2023 Held for 2y 8m |
