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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$68.3 Million 0.15% of portfolio
244,121
Q2 2025 Added 77.26%
$0
$72.2 Million 0.15% of portfolio
1,747,178
Q2 2025 Added 7.29%
$0
$67.9 Million 0.14% of portfolio
1,428,397
Q2 2025 Added 23.69%
$0
$65.2 Million 0.14% of portfolio
1,376,427
Q2 2025 Reduced 2.06%
$0
$61.1 Million 0.13% of portfolio
557,611
Q2 2025 Added 9.57%
$0
$62.5 Million 0.13% of portfolio
1,310,676
Q2 2025 Reduced 0.82%
$0
$57.9 Million 0.12% of portfolio
244,160
Q2 2025 Added 52.43%
Jp Morgan Investment Management Inc
-
$56.1 Million 0.12% of portfolio
-
Q2 2025 Added 54.09%
Black Rock Fund Advisors
-
$54.1 Million 0.12% of portfolio
-
Q2 2025 Added 1.47%
$0
$52.3 Million 0.11% of portfolio
762,667
Q2 2025 Added 27.97%
$0
$49.4 Million 0.11% of portfolio
1,818,881
Q2 2025 Added 11.26%
$0
$44.9 Million 0.1% of portfolio
570,256
Q2 2025 Added 6.17%
$0
$46.1 Million 0.1% of portfolio
396,933
Q2 2025 Reduced 3.17%
$0
$45.2 Million 0.1% of portfolio
1,452,939
Q2 2025 Added 0.51%
$0
$48.6 Million 0.1% of portfolio
1,294,511
Q2 2025 Added 9.4%
$0
$40.5 Million 0.09% of portfolio
73,452
Q2 2025 Reduced 12.5%
$0
$43.6 Million 0.09% of portfolio
1,031,555
Q2 2025 Added 12.28%
$0
$38.8 Million 0.08% of portfolio
306,480
Q2 2025 Added 67.45%
$0
$39.2 Million 0.08% of portfolio
1,551,114
Q2 2025 Added 24.48%
$0
$37.6 Million 0.08% of portfolio
909,269
Q2 2025 Added 52.48%
Alliance Bernstein LP
-
$39.6 Million 0.08% of portfolio
-
Q2 2025 Added 133.88%
$0
$33.6 Million 0.07% of portfolio
117,766
Q2 2025 Added 50.95%
$0
$33 Million 0.07% of portfolio
1,419,635
Q2 2025 Added 14.87%
$0
$31.2 Million 0.07% of portfolio
687,332
Q2 2025 Added 8.26%
-
$32.4 Million 0.07% of portfolio
-
Q2 2025 Reduced 45.64%
$0
$29.4 Million 0.06% of portfolio
143,685
Q2 2025 Added 7.94%
$0
$28.4 Million 0.06% of portfolio
669,297
Q2 2025 Reduced 48.31%
$0
$29.9 Million 0.06% of portfolio
864,568
Q2 2025 Reduced 29.25%
$0
$28.8 Million 0.06% of portfolio
580,803
Q2 2025 Added 148.52%
$0
$26.4 Million 0.06% of portfolio
116,212
Q2 2025 Added 110.85%
Goldman Sachs Asset Management LP
-
$26.5 Million 0.06% of portfolio
-
Q2 2025 New
$0
$23.7 Million 0.05% of portfolio
482,841
Q2 2025 Added 355.97%
$0
$25.5 Million 0.05% of portfolio
591,634
Q2 2025 Added 9.28%
$0
$22.3 Million 0.05% of portfolio
542,916
Q2 2025 Added 10.47%
$0
$21.5 Million 0.05% of portfolio
309,606
Q2 2025 Added 1,434.53%
$0
$24.1 Million 0.05% of portfolio
812,552
Q2 2025 Reduced 7.35%
$0
$23 Million 0.05% of portfolio
216,032
Q2 2025 Added 524.89%
$0
$23.6 Million 0.05% of portfolio
82,993
Q2 2025 Added 4.04%
-
$24 Million 0.05% of portfolio
-
Q2 2025 Reduced 11.73%
$0
$20.9 Million 0.04% of portfolio
238,088
Q2 2025 Added 46.11%
$0
$20.3 Million 0.04% of portfolio
263,024
Q2 2025 Added 5.63%
$0
$18.5 Million 0.04% of portfolio
342,966
Q2 2025 Added 10.79%
$0
$18.5 Million 0.04% of portfolio
329,777
Q2 2025 Reduced 21.98%
$0
$18.7 Million 0.04% of portfolio
170,591
Q2 2025 Added 4.54%
$0
$16.8 Million 0.04% of portfolio
351,901
Q2 2025 Reduced 30.01%
Dimensional Fund Advisors LP
-
$18.7 Million 0.04% of portfolio
-
Q2 2025 Added 20.45%
$0
$19.4 Million 0.04% of portfolio
280,648
Q2 2025 Added 466.81%
Summit Global Investments LLC
-
$18.3 Million 0.04% of portfolio
-
Q2 2025 Added 12.67%
Dimensional Fund Advisors LP
-
$18.7 Million 0.04% of portfolio
-
Q2 2025 Added 1.37%

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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