Betterment LLC Portfolio Holdings

Betterment LLC

  • $47 Billion
  • Q2 2025

Betterment LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $47 Billion distributed in 497 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 $7.99B, Vanguard Ftse Developed Market with a value of $7.64B, Spdr Portfolio S&P 500 ETF (Ma with a value of $5.37B, Vanguard Ftse Emerging Mkts Et with a value of $2.6B, and Ishares Core U.S. Aggregate Bo with a value of $2.29B.

Examining the 13F form we can see an increase of $4.81B in the current position value, from $42.2B to 47B.

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 $47 Billion
ETFs: $46.4 Billion
Technology: $14.4 Million
Consumer Cyclical: $3.32 Million
Communication Services: $3.26 Million
Financial Services: $3.14 Million
Consumer Defensive: $2.39 Million
Healthcare: $875,000
Industrials: $450,000
Other: $293,000

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$7.99 Billion 17.02% of portfolio
26,303,687
Q2 2025 Added 0.8%
$0
$7.64 Billion 16.28% of portfolio
134,083,394
Q2 2025 Added 0.07%
$0
$5.37 Billion 11.44% of portfolio
73,909,544
Q2 2025 Added 13.88%
$0
$2.6 Billion 5.54% of portfolio
52,572,127
Q2 2025 Reduced 5.8%
$0
$2.29 Billion 4.87% of portfolio
23,067,850
Q2 2025 Added 5.45%
$0
$1.94 Billion 4.13% of portfolio
18,584,233
Q2 2025 Added 0.95%
$0
$1.52 Billion 3.24% of portfolio
11,275,319
Q2 2025 Reduced 2.28%
$0
$1.04 Billion 2.22% of portfolio
19,155,647
Q2 2025 Added 7.11%
$0
$918 Million 1.96% of portfolio
5,196,580
Q2 2025 Reduced 0.55%
$0
$868 Million 1.85% of portfolio
17,523,971
Q2 2025 Reduced 4.56%
$0
$846 Million 1.8% of portfolio
10,128,262
Q2 2025 Reduced 5.1%
$0
$750 Million 1.6% of portfolio
17,616,693
Q2 2025 Added 9.21%
$0
$731 Million 1.56% of portfolio
7,892,474
Q2 2025 Reduced 1.06%
$0
$680 Million 1.45% of portfolio
4,133,464
Q2 2025 Reduced 3.69%
$0
$680 Million 1.45% of portfolio
5,599,651
Q2 2025 Added 5.54%
$0
$624 Million 1.33% of portfolio
3,200,471
Q2 2025 Reduced 4.55%
$0
$572 Million 1.22% of portfolio
11,291,079
Q2 2025 Added 22.92%
$0
$571 Million 1.22% of portfolio
5,698,815
Q2 2025 Added 1.01%
$0
$520 Million 1.11% of portfolio
3,840,238
Q2 2025 Added 12.47%
$0
$507 Million 1.08% of portfolio
22,942,141
Q2 2025 Reduced 2.77%
$0
$458 Million 0.98% of portfolio
18,749,171
Q2 2025 Added 41.77%
$0
$412 Million 0.88% of portfolio
4,006,464
Q2 2025 Added 4.82%
$0
$401 Million 0.85% of portfolio
16,827,398
Q2 2025 Reduced 2.47%
$0
$383 Million 0.82% of portfolio
6,383,212
Q2 2025 Reduced 14.52%
$0
$344 Million 0.73% of portfolio
3,856,164
Q2 2025 Added 17.01%
$0
$313 Million 0.67% of portfolio
7,726,859
Q2 2025 Added 24.8%
$0
$272 Million 0.58% of portfolio
1,285,649
Q2 2025 Reduced 0.94%
$0
$217 Million 0.46% of portfolio
1,639,610
Q2 2025 Reduced 4.16%
$0
$173 Million 0.37% of portfolio
303,933
Q2 2025 Added 11.18%
$0
$137 Million 0.29% of portfolio
1,854,836
Q2 2025 Added 8.59%
$0
$131 Million 0.28% of portfolio
3,346,542
Q2 2025 Added 12.38%
$0
$131 Million 0.28% of portfolio
2,512,074
Q2 2025 Reduced 2.44%
$0
$127 Million 0.27% of portfolio
3,191,444
Q2 2025 Reduced 33.26%
$0
$127 Million 0.27% of portfolio
290,155
Q2 2025 Added 8.47%
$0
$121 Million 0.26% of portfolio
4,362,278
Q2 2025 Reduced 2.28%
$0
$118 Million 0.25% of portfolio
748,283
Q2 2025 Reduced 5.81%
$0
$111 Million 0.24% of portfolio
1,520,777
Q2 2025 Added 15.15%
$0
$106 Million 0.23% of portfolio
2,961,360
Q2 2025 Added 16.0%
$0
$98.5 Million 0.21% of portfolio
1,934,222
Q2 2025 Added 0.01%
$0
$95.5 Million 0.2% of portfolio
865,310
Q2 2025 Reduced 22.66%
$0
$92.9 Million 0.2% of portfolio
149,690
Q2 2025 Reduced 2.97%
$0
$96 Million 0.2% of portfolio
1,469,300
Q2 2025 Reduced 11.3%
$0
$87.1 Million 0.19% of portfolio
1,733,107
Q2 2025 Reduced 14.01%
$0
$82.5 Million 0.18% of portfolio
1,517,997
Q2 2025 Reduced 14.4%
$0
$78 Million 0.17% of portfolio
1,824,389
Q2 2025 Added 124.54%
$0
$78.1 Million 0.17% of portfolio
2,098,854
Q2 2025 Added 19.2%
$0
$76 Million 0.16% of portfolio
388,831
Q2 2025 Reduced 3.26%
$0
$74.9 Million 0.16% of portfolio
1,466,453
Q2 2025 Reduced 0.32%
$0
$68.3 Million 0.15% of portfolio
244,121
Q2 2025 Added 77.26%

Summary

  • Portfolio
  • No. of Stocks 497
  • Current Value $47 Billion
  • Prior Value $42.2 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 52 stocks
  • Additional Purchases 263 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 177 stocks
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