BETTERWEALTH, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 175K | $44.47M |
 | SHOP | 18K | $2.17M |
 | GOOG | 16K | $4.61M |
 | PCG | 14K | $241.25K |
 | NVDA | 11K | $1.99M |
 | ES | 9K | $658.09K |
 | JNJ | 9K | $2.08M |
 | AVBH | 8K | $241.79K |
 | PHG | 8K | $212.41K |
 | EXPO | 5K | $304.46K |
 | TSLA | 5K | $1.69M |
 | CSCO | 4K | $329.66K |
 | USB | 4K | $212.62K |
 | CVX | 4K | $796.15K |
 | WMT | 4K | $463.41K |
 | WFC | 4K | $280.70K |
 | AMZN | 3K | $689.16K |
 | NFLX | 3K | $260.57K |
 | SBUX | 3K | $233.16K |
 | XOM | 3K | $430.35K |
Apple Inc.
AAPL
Shares Held
175K
Value
$44.47M
Shopify Inc.
SHOP
Shares Held
18K
Value
$2.17M
Alphabet Inc.
GOOG
Shares Held
16K
Value
$4.61M
PG&E Corporation
PCG
Shares Held
14K
Value
$241.25K
NVIDIA Corporation
NVDA
Shares Held
11K
Value
$1.99M
Eversource Energy
ES
Shares Held
9K
Value
$658.09K
Johnson & Johnson
JNJ
Shares Held
9K
Value
$2.08M
Avidbank Holdings, Inc.
AVBH
Shares Held
8K
Value
$241.79K
Koninklijke Philips N.V.
PHG
Shares Held
8K
Value
$212.41K
Exponent, Inc.
EXPO
Shares Held
5K
Value
$304.46K
Tesla, Inc.
TSLA
Shares Held
5K
Value
$1.69M
Cisco Systems, Inc.
CSCO
Shares Held
4K
Value
$329.66K
U.S. Bancorp
USB
Shares Held
4K
Value
$212.62K
Chevron Corporation
CVX
Shares Held
4K
Value
$796.15K
Walmart Inc.
WMT
Shares Held
4K
Value
$463.41K
Wells Fargo & Company
WFC
Shares Held
4K
Value
$280.70K
Amazon.com, Inc.
AMZN
Shares Held
3K
Value
$689.16K
Netflix, Inc.
NFLX
Shares Held
3K
Value
$260.57K
Starbucks Corporation
SBUX
Shares Held
3K
Value
$233.16K
Exxon Mobil Corporation
XOM
Shares Held
3K
Value
$430.35K