Betterment LLC Portfolio Holdings

Betterment LLC

  • $42.2 Billion
  • Q1 2025

Betterment LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $42.2 Billion distributed in 458 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $7.17B, Vanguard Ftse Developed Market with a value of $6.81B, Spdr Portfolio S&P 500 ETF (Ma with a value of $4.27B, Vanguard Ftse Emerging Mkts Et with a value of $2.53B, and Ishares Core U.S. Aggregate Bo with a value of $2.16B.

Examining the 13F form we can see an increase of $576M in the current position value, from $41.6B to 42.2B.

Betterment LLC is based out at New York, NY

Below you can find more details about Betterment LLC portfolio as well as his latest detailed transactions.

Portfolio value $42.2 Billion
ETFs: $41.7 Billion
Technology: $11.4 Million
Consumer Cyclical: $3.3 Million
Financial Services: $3.14 Million
Communication Services: $2.7 Million
Consumer Defensive: $1.6 Million
Healthcare: $905,000
Industrials: $656,000
Other: $332,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$7.17 Billion 17.01% of portfolio
26,094,613
Q1 2025 Reduced 3.24%
$0
$6.81 Billion 16.16% of portfolio
133,982,969
Q1 2025 Reduced 2.55%
$0
$4.27 Billion 10.12% of portfolio
64,900,904
Q1 2025 Added 22.66%
$0
$2.53 Billion 5.99% of portfolio
55,807,069
Q1 2025 Reduced 6.68%
$0
$2.16 Billion 5.13% of portfolio
21,876,462
Q1 2025 Added 9.97%
$0
$1.94 Billion 4.6% of portfolio
18,408,702
Q1 2025 Added 0.82%
$0
$1.41 Billion 3.34% of portfolio
11,538,827
Q1 2025 Reduced 2.22%
$0
$915 Million 2.17% of portfolio
17,884,123
Q1 2025 Reduced 0.27%
$0
$903 Million 2.14% of portfolio
5,225,476
Q1 2025 Reduced 4.1%
$0
$896 Million 2.13% of portfolio
18,361,230
Q1 2025 Reduced 12.32%
$0
$807 Million 1.92% of portfolio
10,672,579
Q1 2025 Reduced 6.11%
$0
$723 Million 1.71% of portfolio
7,977,068
Q1 2025 Reduced 11.7%
$0
$689 Million 1.63% of portfolio
4,291,924
Q1 2025 Reduced 4.82%
$0
$658 Million 1.56% of portfolio
16,131,496
Q1 2025 Reduced 0.2%
$0
$625 Million 1.48% of portfolio
3,353,053
Q1 2025 Reduced 5.46%
$0
$584 Million 1.39% of portfolio
5,305,878
Q1 2025 Reduced 0.75%
$0
$467 Million 1.11% of portfolio
23,595,575
Q1 2025 Reduced 3.89%
$0
$465 Million 1.1% of portfolio
9,185,647
Q1 2025 Added 47.77%
$0
$416 Million 0.99% of portfolio
3,414,311
Q1 2025 Added 4.18%
$0
$414 Million 0.98% of portfolio
9,181,983
Q1 2025 Added 29.54%
$0
$403 Million 0.96% of portfolio
7,467,240
Q1 2025 Reduced 6.74%
$0
$395 Million 0.94% of portfolio
3,822,211
Q1 2025 Reduced 5.64%
$0
$371 Million 0.88% of portfolio
17,254,102
Q1 2025 Reduced 2.92%
$0
$292 Million 0.69% of portfolio
13,225,086
Q1 2025 Added 119.57%
$0
$269 Million 0.64% of portfolio
3,295,488
Q1 2025 Reduced 3.19%
$0
$248 Million 0.59% of portfolio
1,297,812
Q1 2025 Reduced 0.1%
$0
$225 Million 0.53% of portfolio
6,191,508
Q1 2025 Reduced 0.16%
$0
$216 Million 0.51% of portfolio
1,710,860
Q1 2025 Reduced 4.7%
$0
$170 Million 0.4% of portfolio
4,781,850
Q1 2025 Reduced 6.16%
$0
$140 Million 0.33% of portfolio
273,369
Q1 2025 Added 14.48%
$0
$131 Million 0.31% of portfolio
2,574,832
Q1 2025 Reduced 5.18%
$0
$125 Million 0.3% of portfolio
1,708,067
Q1 2025 Added 1.72%
$0
$124 Million 0.29% of portfolio
1,118,795
Q1 2025 Reduced 14.15%
$0
$120 Million 0.28% of portfolio
794,473
Q1 2025 Reduced 4.17%
$0
$119 Million 0.28% of portfolio
4,464,267
Q1 2025 Reduced 4.05%
$0
$106 Million 0.25% of portfolio
1,656,401
Q1 2025 Reduced 10.57%
$0
$104 Million 0.25% of portfolio
2,977,966
Q1 2025 Reduced 12.19%
$0
$101 Million 0.24% of portfolio
2,015,442
Q1 2025 Reduced 19.85%
$0
$99.2 Million 0.24% of portfolio
267,507
Q1 2025 Added 4.38%
$0
$88.5 Million 0.21% of portfolio
1,934,050
Q1 2025 Added 0.04%
$0
$86.7 Million 0.21% of portfolio
154,278
Q1 2025 Reduced 2.89%
$0
$84.2 Million 0.2% of portfolio
2,552,979
Q1 2025 Added 12.45%
$0
$82.4 Million 0.2% of portfolio
1,773,394
Q1 2025 Reduced 2.9%
$0
$86.4 Million 0.2% of portfolio
1,320,747
Q1 2025 Added 3.63%
Goldman Sachs
-
$79.4 Million 0.19% of portfolio
-
Q1 2025 Added 8.54%
$0
$76.6 Million 0.18% of portfolio
401,919
Q1 2025 Reduced 3.39%
$0
$73.5 Million 0.17% of portfolio
1,471,136
Q1 2025 Added 1.48%
$0
$62.6 Million 0.15% of portfolio
1,628,510
Q1 2025 Added 1.61%
$0
$62.6 Million 0.15% of portfolio
1,321,558
Q1 2025 Added 2.2%

Summary

  • Portfolio
  • No. of Stocks 458
  • Current Value $42.2 Billion
  • Prior Value $41.6 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 28 stocks
  • Additional Purchases 265 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 163 stocks
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