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
$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%
Bitwise Asset Management Inc
-
$4.37 Million 0.01% of portfolio
-
Q2 2025 Reduced 18.64%
Dimensional Fund Advisors LP
-
$5.72 Million 0.01% of portfolio
-
Q2 2025 Added 42.7%
$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
$4.36 Million 0.01% of portfolio
45,690
Q2 2025 Added 29.82%
$0
$3.38 Million 0.01% of portfolio
52,775
Q2 2025 Added 3.19%
$0
$5.83 Million 0.01% of portfolio
23,660
Q2 2025 Added 15.62%
$0
$6.63 Million 0.01% of portfolio
124,472
Q2 2025 Added 21.69%
-
$5.49 Million 0.01% of portfolio
-
Q2 2025 Reduced 58.96%
$0
$4.46 Million 0.01% of portfolio
97,501
Q2 2025 Added 2.74%
$0
$3.45 Million 0.01% of portfolio
129,942
Q2 2025 Reduced 6.16%
$0
$5.48 Million 0.01% of portfolio
44,308
Q2 2025 Added 68.39%
-
$2.52 Million 0.01% of portfolio
-
Q2 2025 Added 22.55%
$0
$2.55 Million 0.01% of portfolio
19,832
Q2 2025 Reduced 6.51%
$0
$6.04 Million 0.01% of portfolio
72,874
Q2 2025 Reduced 3.8%
$0
$2.45 Million 0.01% of portfolio
29,548
Q2 2025 Reduced 8.01%
$0
$2.47 Million 0.01% of portfolio
12,836
Q2 2025 Added 13.95%
$3.64T
$6.43 Million 0.01% of portfolio
31,332
Q2 2025 Added 4.46%
$0
$2.37 Million 0.01% of portfolio
52,215
Q2 2025 Reduced 81.99%
-
$6.37 Million 0.01% of portfolio
-
Q2 2025 Added 48.74%
Black Rock Fund Advisors
-
$3.1 Million 0.01% of portfolio
-
Q2 2025 New
$0
$2.98 Million 0.01% of portfolio
49,877
Q2 2025 Added 29.0%
$0
$3.51 Million 0.01% of portfolio
20,344
Q2 2025 Reduced 3.12%
$0
$3.64 Million 0.01% of portfolio
45,725
Q2 2025 Reduced 2.01%
$0
$6.17 Million 0.01% of portfolio
205,777
Q2 2025 Added 2.54%
$0
$3.18 Million 0.01% of portfolio
23,833
Q2 2025 Added 5.28%
$0
$2.4 Million 0.01% of portfolio
21,346
Q2 2025 Reduced 2.03%
$3.73T
$3.1 Million 0.01% of portfolio
6,238
Q2 2025 Added 3.5%
-
$2.56 Million 0.01% of portfolio
-
Q2 2025 Added 32.75%
$0
$4.44 Million 0.01% of portfolio
40,584
Q2 2025 Reduced 19.93%
$0
$4.74 Million 0.01% of portfolio
17,111
Q2 2025 Added 3.12%
$0
$2.41 Million 0.01% of portfolio
117,997
Q2 2025 Added 168.38%
Dimensional Fund Advisors LP
-
$3.03 Million 0.01% of portfolio
-
Q2 2025 Added 23.09%
$0
$2.89 Million 0.01% of portfolio
63,321
Q2 2025 Added 0.23%
$0
$4.75 Million 0.01% of portfolio
63,362
Q2 2025 Added 19.13%
$0
$2.55 Million 0.01% of portfolio
85,356
Q2 2025 Reduced 8.8%
$0
$6.04 Million 0.01% of portfolio
169,952
Q2 2025 Added 63.89%

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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