True Wealth Design’s Better Home & Finance Holding BETR Stock Holding History

True Wealth Design’s Portfolio BETR Stock Details BETR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-23	Closed	-$633	–	2607
2026 Q2	$633	Hold	23	–	–	﹤0.01%	2123
2026 Q1	$820	Hold	23	–	–	﹤0.01%	1878
2025 Q4	$750	Hold	23	–	–	﹤0.01%	1810
2025 Q3	$1.29K	Buy	+23	New	+$511	﹤0.01%	1660

Other funds holding BETR

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

CFS

CGC Financial Services Lake Oswego, Oregon $451M AUM 11.72% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

True Wealth Design's BETR Position: Q3 2026 in Review

True Wealth Design sold out of Better Home & Finance Holding (BETR) in Q3 2026, closing a stake of 23 shares — an estimated $633 sold.

True Wealth Design first reported a position in BETR in Q3 2025 and held it in 4 quarters. The position peaked at $1.29K in Q3 2025. 6 funds tracked by Wall St. Rank hold BETR as of Q3 2026.

True Wealth Design reported no remaining Better Home & Finance Holding position as of Q3 2026 after selling out during the quarter.
True Wealth Design sold 23 Better Home & Finance Holding shares in Q3 2026, an estimated $633.
True Wealth Design first reported a position in Better Home & Finance Holding in Q3 2025 and held it in 4 quarters.
True Wealth Design's Better Home & Finance Holding position peaked at $1.29K in Q3 2025.
6 funds tracked by Wall St. Rank held Better Home & Finance Holding as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.