BetterWealth, LLC
BetterWealth, LLC reported 86 holdings worth US$565M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 22, 2026
BetterWealth, LLC reported 86 holdings worth US$565M as of Jun 30, 2026. Largest: Apple Inc, Alphabet Inc (google) Class C and Nvidia Corporation. Filed Jul 22, 2026 (Form 13F).
- Holdings
- 86
- Value as reported
- US$565M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 164K | US$47.5M | 8.4% |
| Alphabet Inc (google) Class C | 17,311 | US$6.19M | 1.1% |
| Nvidia Corporation | 11,355 | US$2.27M | 0.40% |
| Johnson & Johnson | 8,413 | US$2.14M | 0.38% |
| Shopify Inc. | 18,317 | US$2.09M | 0.37% |
| Tesla, Inc. | 4,557 | US$1.92M | 0.34% |
| Applied Materials, Inc. | 1,423 | US$1.03M | 0.18% |
| Berkshire Hathaway Inc. | 1,826 | US$914K | 0.16% |
| Amazon.com, Inc. | 3,785 | US$902K | 0.16% |
| Micron Technology, Inc. | 732 | US$845K | 0.15% |
| Kla Corporation | 2,687 | US$811K | 0.14% |
| Eli Lilly And Company | 654 | US$784K | 0.14% |
| Advanced Micro Devices Inc | 1,195 | US$694K | 0.12% |
| Eversource Energy (d/b/a) | 9,502 | US$687K | 0.12% |
| Microsoft Corp. | 1,820 | US$679K | 0.12% |
| Chevron Corporation | 3,648 | US$605K | 0.11% |
| Analog Devices, Inc. | 1,495 | US$594K | 0.11% |
| Lam Research Corporation | 1,183 | US$513K | 0.09% |
| Cisco Systems, Inc. | 4,256 | US$500K | 0.09% |
| Zymeworks Inc. | 18,622 | US$487K | 0.09% |
| Walmart Inc. | 3,729 | US$422K | 0.07% |
| Exxon Mobil Corporation | 2,537 | US$347K | 0.06% |
| Caterpillar, Inc. | 318 | US$339K | 0.06% |
| Jp Morgan Chase & Co. | 905 | US$296K | 0.05% |
| Wells Fargo & Company | 3,526 | US$291K | 0.05% |
| Avidbank Holdings, Inc. | 8,484 | US$280K | 0.05% |
| Broadcom Inc. | 737 | US$278K | 0.05% |
| Costco Wholesale Corporation | 295 | US$276K | 0.05% |
| Exponent, Inc. | 4,667 | US$274K | 0.05% |
| Meta Platforms, Inc. | 480 | US$271K | 0.05% |
| Qualcomm Incorporated | 1,459 | US$270K | 0.05% |
| Starbucks Corporation | 2,603 | US$266K | 0.05% |
| U.s. Bancorp | 4,091 | US$247K | 0.04% |
| Amgen Inc. | 678 | US$246K | 0.04% |
| Pacific Gas & Electric Co. | 13,731 | US$231K | 0.04% |
| Koninklijke Philips N.v. | 8,039 | US$219K | 0.04% |
| Intuit Inc. | 0 | US$0 | 0.00% |
| Netflix, Inc. | 0 | US$0 | 0.00% |
| Toronto-dominion Bank | 0 | US$0 | 0.00% |
Source
View original at SEC
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