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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$9.51 Million 0.02% of portfolio
367,414
Q1 2025 Reduced 1.06%
$0
$7.03 Million 0.02% of portfolio
73,734
Q1 2025 Added 54.16%
$0
$7.29 Million 0.02% of portfolio
180,111
Q1 2025 Added 5.13%
$0
$6.38 Million 0.02% of portfolio
268,218
Q1 2025 Added 17.97%
$0
$9.1 Million 0.02% of portfolio
109,747
Q1 2025 Added 5.98%
$0
$10.4 Million 0.02% of portfolio
218,719
Q1 2025 Added 3.25%
$0
$10.5 Million 0.02% of portfolio
222,167
Q1 2025 Added 23.23%
$0
$9.95 Million 0.02% of portfolio
165,489
Q1 2025 Reduced 20.72%
$0
$6.87 Million 0.02% of portfolio
78,082
Q1 2025 Added 3.25%
$0
$8.51 Million 0.02% of portfolio
147,815
Q1 2025 Added 10.56%
$0
$7.72 Million 0.02% of portfolio
294,493
Q1 2025 Added 1.23%
$0
$8.62 Million 0.02% of portfolio
164,568
Q1 2025 Reduced 20.56%
$0
$7.42 Million 0.02% of portfolio
106,406
Q1 2025 Reduced 1.43%
$0
$8.09 Million 0.02% of portfolio
14,457
Q1 2025 Added 11.91%
$0
$10.4 Million 0.02% of portfolio
286,764
Q1 2025 Added 1.61%
$0
$8.69 Million 0.02% of portfolio
47,183
Q1 2025 Added 6.95%
$0
$9.07 Million 0.02% of portfolio
322,222
Q1 2025 Added 172.56%
$0
$8.91 Million 0.02% of portfolio
169,291
Q1 2025 Reduced 5.6%
$0
$2.9 Million 0.01% of portfolio
52,939
Q1 2025 Added 2.2%
$0
$4.32 Million 0.01% of portfolio
20,464
Q1 2025 Added 10.36%
$0
$2.89 Million 0.01% of portfolio
61,433
Q1 2025 Added 110.35%
$0
$5.3 Million 0.01% of portfolio
50,686
Q1 2025 Reduced 15.18%
$0
$2.83 Million 0.01% of portfolio
35,194
Q1 2025 Added 8.87%
$0
$3.3 Million 0.01% of portfolio
65,334
Q1 2025 Reduced 15.34%
$0
$4.47 Million 0.01% of portfolio
49,327
Q1 2025 Reduced 2.33%
$0
$2.41 Million 0.01% of portfolio
70,485
Q1 2025 Reduced 5.02%
$0
$4.89 Million 0.01% of portfolio
83,352
Q1 2025 Added 10.93%
$0
$6.27 Million 0.01% of portfolio
75,756
Q1 2025 Reduced 67.92%
$0
$3.26 Million 0.01% of portfolio
32,347
Q1 2025 Added 24.19%
$0
$3.65 Million 0.01% of portfolio
34,571
Q1 2025 Added 15.65%
$0
$5.16 Million 0.01% of portfolio
55,875
Q1 2025 Added 20.55%
$0
$5.93 Million 0.01% of portfolio
98,075
Q1 2025 Reduced 2.8%
$0
$5.95 Million 0.01% of portfolio
192,882
Q1 2025 Added 5.7%
$0
$2.92 Million 0.01% of portfolio
101,174
Q1 2025 Reduced 0.29%
$0
$4.12 Million 0.01% of portfolio
157,139
Q1 2025 Added 97.14%
$0
$5.61 Million 0.01% of portfolio
111,555
Q1 2025 Added 30.26%
$0
$2.69 Million 0.01% of portfolio
52,848
Q1 2025 Reduced 1.39%
$0
$2.72 Million 0.01% of portfolio
46,612
Q1 2025 Added 2.86%
$0
$5.35 Million 0.01% of portfolio
213,586
Q1 2025 Added 33.45%
$0
$3.81 Million 0.01% of portfolio
77,442
Q1 2025 Added 7.65%
$0
$3.03 Million 0.01% of portfolio
51,143
Q1 2025 Added 4.54%
$0
$4.1 Million 0.01% of portfolio
102,898
Q1 2025 Added 1.84%
$0
$2.38 Million 0.01% of portfolio
40,583
Q1 2025 Added 13.14%
$0
$2.47 Million 0.01% of portfolio
89,543
Q1 2025 Added 11.2%
$0
$4.08 Million 0.01% of portfolio
145,849
Q1 2025 Added 49.83%
$0
$3.15 Million 0.01% of portfolio
26,312
Q1 2025 Added 5.86%
$0
$2.52 Million 0.01% of portfolio
63,174
Q1 2025 Added 28.03%
$0
$2.77 Million 0.01% of portfolio
28,741
Q1 2025 Added 32.73%
$0
$2.72 Million 0.01% of portfolio
40,040
Q1 2025 Added 12.26%

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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