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 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

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

CGC Financial Services Lake Oswego, Oregon $445M AUM 17.73% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return