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
$11.7 Million 0.03% of portfolio
247,289
Q2 2025 Added 11.31%
$0
$7.32 Million 0.02% of portfolio
82,158
Q2 2025 Added 66.56%
$0
$10.7 Million 0.02% of portfolio
159,219
Q2 2025 Added 62.34%
$0
$10.4 Million 0.02% of portfolio
315,470
Q2 2025 Added 6.64%
$0
$7.16 Million 0.02% of portfolio
74,802
Q2 2025 Added 1.45%
$0
$7.97 Million 0.02% of portfolio
158,452
Q2 2025 Added 42.04%
$0
$10.9 Million 0.02% of portfolio
372,368
Q2 2025 Added 26.44%
$0
$10.2 Million 0.02% of portfolio
212,187
Q2 2025 Reduced 2.99%
$0
$11.2 Million 0.02% of portfolio
200,986
Q2 2025 Added 3.03%
$0
$8.67 Million 0.02% of portfolio
166,364
Q2 2025 Reduced 1.73%
$0
$7.87 Million 0.02% of portfolio
99,278
Q2 2025 Reduced 6.7%
$0
$10.1 Million 0.02% of portfolio
349,225
Q2 2025 Reduced 4.95%
$0
$9.94 Million 0.02% of portfolio
254,985
Q2 2025 Added 10.85%
$0
$7.28 Million 0.02% of portfolio
310,093
Q2 2025 Added 15.61%
$0
$9.7 Million 0.02% of portfolio
107,587
Q2 2025 Reduced 1.97%
$0
$11.6 Million 0.02% of portfolio
551,158
Q2 2025 Added 3.49%
$0
$9.72 Million 0.02% of portfolio
263,187
Q2 2025 Reduced 8.22%
$0
$11.1 Million 0.02% of portfolio
372,872
Q2 2025 Added 0.04%
$0
$9.46 Million 0.02% of portfolio
15,318
Q2 2025 Added 5.96%
$0
$8.93 Million 0.02% of portfolio
47,321
Q2 2025 Added 0.29%
$0
$3.98 Million 0.01% of portfolio
84,519
Q2 2025 Added 37.58%
$0
$2.83 Million 0.01% of portfolio
51,381
Q2 2025 Reduced 2.94%
$0
$2.87 Million 0.01% of portfolio
28,319
Q2 2025 Reduced 1.47%
$0
$3.27 Million 0.01% of portfolio
74,432
Q2 2025 Added 3.43%
$0
$3.04 Million 0.01% of portfolio
48,475
Q2 2025 Added 19.45%
$0
$5.35 Million 0.01% of portfolio
57,017
Q2 2025 Added 22.99%
$0
$5.2 Million 0.01% of portfolio
88,449
Q2 2025 Added 6.12%
$0
$5.15 Million 0.01% of portfolio
183,608
Q2 2025 Added 16.84%
$0
$3.18 Million 0.01% of portfolio
105,595
Q2 2025 Added 17.93%
$0
$3 Million 0.01% of portfolio
7,070
Q2 2025 Added 4.8%
$0
$4.64 Million 0.01% of portfolio
108,376
Q2 2025 Added 4.19%
$0
$4.27 Million 0.01% of portfolio
84,367
Q2 2025 Added 29.13%
$0
$5.15 Million 0.01% of portfolio
102,641
Q2 2025 Added 80.24%
$0
$4.16 Million 0.01% of portfolio
84,617
Q2 2025 Added 9.26%
$0
$2.63 Million 0.01% of portfolio
48,201
Q2 2025 Added 15.08%
$0
$2.39 Million 0.01% of portfolio
46,854
Q2 2025 Reduced 11.34%
$0
$6.58 Million 0.01% of portfolio
74,564
Q2 2025 Added 4.47%
$0
$3.96 Million 0.01% of portfolio
42,205
Q2 2025 Reduced 45.95%
$0
$6.49 Million 0.01% of portfolio
99,389
Q2 2025 Reduced 32.76%
$0
$4.66 Million 0.01% of portfolio
37,319
Q2 2025 Added 1.51%
$0
$6.11 Million 0.01% of portfolio
60,610
Q2 2025 Added 8.47%
$0
$3.11 Million 0.01% of portfolio
117,328
Q2 2025 Reduced 19.56%
$0
$5.57 Million 0.01% of portfolio
141,063
Q2 2025 Added 10.89%
$0
$3 Million 0.01% of portfolio
48,331
Q2 2025 Added 3.69%
$0
$3.06 Million 0.01% of portfolio
40,885
Q2 2025 Added 2.11%
$0
$6.37 Million 0.01% of portfolio
218,182
Q2 2025 Added 2.15%
$0
$6.35 Million 0.01% of portfolio
256,289
Q2 2025 Reduced 42.97%
$0
$3.09 Million 0.01% of portfolio
30,677
Q2 2025 Reduced 5.16%
$0
$3.03 Million 0.01% of portfolio
103,556
Q2 2025 Added 2.35%

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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