DOSSIER · 13F-HR · Q2 2025

Better Money Decisions, LLC

$165M in tracked AUM across 74 positions as of Q2 2025.

BM
CIK 0001858428 · last filed Jun 30, 2025
Total AUM
$165M
as of Q2 2025
Holdings
74
positions
Whale Score
50
50
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2025

Better Money Decisions, LLC filed its latest 13F-HR for Q2 2025. See the latest holdings and position changes below.

Quarter at a glance — Q2 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2025.

#HoldingValueSharesWeight
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Filing history

2025Q2Jun 30
$165M 9.9%
74 positionsLocked
2025Q1Mar 31
$150M 3.8%
68 positionsLocked
2024Q4Dec 31
$144M 2.4%
67 positionsLocked
2024Q3Sep 30
$141M 6.1%
64 positionsLocked
2024Q2Jun 30
$133M 5.4%
65 positionsLocked
2024Q1Mar 31
$126M 4.7%
66 positionsLocked
2023Q4Dec 31
$120M 6.0%
61 positionsLocked
2023Q3Sep 30
$114M 7.4%
58 positionsLocked
2023Q2Jun 30
$123M 3.5%
63 positionsLocked
2023Q1Mar 31
$119M 2.8%
64 positionsLocked
2022Q4Dec 31
$115M 12.3%
68 positionsLocked
2022Q3Sep 30
$103M 13.1%
57 positionsLocked
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