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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$0
$2.42 Million 0.01% of portfolio
93,587
Q1 2025 Reduced 9.71%
$0
$3.08 Million 0.01% of portfolio
49,514
Q1 2025 Added 19.35%
$0
$2.63 Million 0.01% of portfolio
32,122
Q1 2025 Reduced 32.11%
$0
$4.33 Million 0.01% of portfolio
94,904
Q1 2025 Added 60.56%
$0
$3.19 Million 0.01% of portfolio
20,999
Q1 2025 New
$0
$3.16 Million 0.01% of portfolio
71,964
Q1 2025 Reduced 20.48%
$0
$2.31 Million 0.01% of portfolio
38,151
Q1 2025 Reduced 39.42%
-
$2.36 Million 0.01% of portfolio
-
Q1 2025 Reduced 4.12%
$0
$4.09 Million 0.01% of portfolio
104,013
Q1 2025 Reduced 7.3%
$3.51T
$2.26 Million 0.01% of portfolio
6,027
Q1 2025 Reduced 0.82%
$0
$5.37 Million 0.01% of portfolio
102,284
Q1 2025 Added 67.01%
$0
$2.3 Million 0.01% of portfolio
78,874
Q1 2025 Reduced 2.76%
$0
$4.53 Million 0.01% of portfolio
127,206
Q1 2025 Added 4.59%
$0
$3.65 Million 0.01% of portfolio
53,187
Q1 2025 Added 58.87%
-
$3.91 Million 0.01% of portfolio
-
Q1 2025 Added 30.96%
$0
$2.3 Million 0.01% of portfolio
38,664
Q1 2025 Reduced 30.41%
-
$3.07 Million 0.01% of portfolio
-
Q1 2025 Added 1.96%
$0
$3.78 Million 0.01% of portfolio
138,466
Q1 2025 Added 10.43%
$0
$4.35 Million 0.01% of portfolio
46,359
Q1 2025 Reduced 48.32%
$0
$4.18 Million 0.01% of portfolio
16,593
Q1 2025 Added 7.22%
$0
$3.44 Million 0.01% of portfolio
103,697
Q1 2025 Added 58.19%
$0
$2.61 Million 0.01% of portfolio
37,339
Q1 2025 Added 22.19%
$0
$2.17 Million 0.01% of portfolio
22,741
Q1 2025 Reduced 26.75%
$0
$2.46 Million 0.01% of portfolio
21,213
Q1 2025 Reduced 7.06%
Summit Global Investments LLC
-
$2.24 Million 0.01% of portfolio
-
Q1 2025 Added 11.64%
$0
$2.91 Million 0.01% of portfolio
56,946
Q1 2025 Added 26.52%
$0
$5.25 Million 0.01% of portfolio
105,892
Q1 2025 Added 53.29%
$0
$3.68 Million 0.01% of portfolio
46,662
Q1 2025 Added 2.61%
$0
$2.92 Million 0.01% of portfolio
22,638
Q1 2025 Added 1.51%
$0
$2.44 Million 0.01% of portfolio
6,746
Q1 2025 Added 1.4%
Dimensional Fund Advisors LP
-
$2.41 Million 0.01% of portfolio
-
Q1 2025 Added 11.72%

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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