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.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
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