13F Insight
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
46
46
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
Loading holdings…

Filing history

2025Q2Jun 30
$165M▲ 9.9%
74 positionsLocked2025Q1Mar 31
$150M▲ 3.8%
68 positionsLocked2024Q4Dec 31
$144M▲ 2.4%
67 positionsLocked2024Q3Sep 30
$141M▲ 6.1%
64 positionsLocked2024Q2Jun 30
$133M▲ 5.4%
65 positionsLocked2024Q1Mar 31
$126M▲ 4.7%
66 positionsLocked2023Q4Dec 31
$120M▲ 6.0%
61 positionsLocked2023Q3Sep 30
$114M▼ 7.4%
58 positionsLocked2023Q2Jun 30
$123M▲ 3.5%
63 positionsLocked2023Q1Mar 31
$119M▲ 2.8%
64 positionsLocked2022Q4Dec 31
$115M▲ 12.3%
68 positionsLocked2022Q3Sep 30
$103M▼ 13.1%
57 positionsLocked
Showing 12 of 18