DOSSIER · 13F-HR · Q1 2026
BetterWealth, LLC
BetterWealth's asset manager based in Boston, MA — $510M in tracked AUM across 85 positions as of Q1 2026.
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BetterWealth·Boston, MA·Asset Manager
CIK 0001911702 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Comprehensive SEC 13F Filing Analysis: BetterWealth, LLC
1. Portfolio Overview
BetterWealth, LLC manages a portfolio with a total market value of $438.57 million as of December 31, 2025. This represents a significant 57.2% increase in total portfolio value from the previous quarter ($279.03M). While a portion of this growth is attributable to market appreciation, the substantial influx of capital into new positions indicates an aggressive accumulation phase. The portfolio consists ...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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