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Sue Cox

Betterwealth, Llc

Assets Managed
$509.761M
Holdings
85
Last Quarter
2026 - Q1
Filed Date
1mo 2d ago
Growth Rate
16.24%(2Q avg: 10.33%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Betterwealth, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 85 positions.

Assets under management

The assets under management (AUM) of Betterwealth, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 509.761M in assets, with a quarterly growth rate of 16.24% and a 2-quarter average growth rate of 10.33%. The portfolio is managed by Sue Cox, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
DFAC
Dimensional Us Core Equity 2
Recent Activity
Increased 1.06%
21.58%
$109.994M
2.831M shares@ $38.87 avg price
DFAX
Dimensional World Ex Us Core
Recent Activity
Increased 0.1%
12.15%
$61.904M
1.822M shares@ $33.98 avg price
VBIL
Vanguard 0-3m T-bill Etf
Recent Activity
Increased 3019.27%
9.73%
$49.559M
655,107 shares@ $75.66 avg price
AAPL
Apple Inc
Recent Activity
Increased 32.66%
8.73%
$44.467M
175,212 shares@ $253.79 avg price
BIV
Vanguard Intermediate-term B
Recent Activity
Increased 3.68%
7.3%
$37.2M
481,986 shares@ $77.18 avg price
EBI
Longview Advantage Etf
Recent Activity
Increased 0.1%
6.62%
$33.709M
582,580 shares@ $57.87 avg price
BSV
Vanguard Short-term Bond Etf
Recent Activity
Increased 3.93%
4.4%
$22.398M
285,657 shares@ $78.41 avg price
AVUV
Avantis Us Small Cap Value
Recent Activity
Increased 2.16%
3.55%
$18.09M
163,756 shares@ $110.48 avg price
CGXU
Cap Group Intl Focus
Recent Activity
Increased 4.31%
3.36%
$17.092M
579,572 shares@ $29.49 avg price
AVRE
Avantis Real Estate Etf
Recent Activity
Increased 2.36%
2.93%
$14.935M
339,282 shares@ $44.02 avg price

1-10 of 85