Betterment LLC Portfolio Holdings

Betterment LLC

  • $50.6 Billion
  • Q3 2025

Betterment LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $50.6 Billion distributed in 522 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 $8.46B, Vanguard Ftse Developed Market with a value of $8.24B, Spdr Portfolio S&P 500 ETF (Ma with a value of $6.15B, Vanguard Ftse Emerging Mkts Et with a value of $2.84B, and Ishares Core U.S. Aggregate Bo with a value of $2.46B.

Examining the 13F form we can see an increase of $3.64B in the current position value, from $47B to 50.6B.

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 $50.6 Billion
ETFs: $49.9 Billion
Technology: $16.8 Million
Consumer Cyclical: $4.23 Million
Communication Services: $4.17 Million
Financial Services: $3.56 Million
Consumer Defensive: $2.37 Million
Healthcare: $957,000
Industrials: $779,000
Other: $601,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$6.76 Million 0.01% of portfolio
125,059
Q3 2025 Added 0.47%
$3.78T
$3.51 Million 0.01% of portfolio
6,782
Q3 2025 Added 8.72%
$0
$6.91 Million 0.01% of portfolio
83,325
Q3 2025 Added 14.34%
$0
$417,000 0.0% of portfolio
5,325
Q3 2025 Added 10.98%
$0
$351,000 0.0% of portfolio
13,884
Q3 2025 Added 35.41%
$0
$284,000 0.0% of portfolio
2,708
Q3 2025 Reduced 1.71%
First Trust Advisors LP
-
$267,000 0.0% of portfolio
-
Q3 2025 Reduced 8.18%
Goldman Sachs Asset Management LP
-
$1.71 Million 0.0% of portfolio
-
Q3 2025 New
$0
$737,000 0.0% of portfolio
28,527
Q3 2025 Added 0.25%
Summit Global Investments LLC
-
$1.67 Million 0.0% of portfolio
-
Q3 2025 Added 5.23%
$0
$2.09 Million 0.0% of portfolio
47,673
Q3 2025 Added 35.17%
Vertical Capital Asset Management LLC
-
$1.16 Million 0.0% of portfolio
-
Q3 2025 Added 49.2%
$0
$668,000 0.0% of portfolio
10,891
Q3 2025 Added 6.38%
$0
$701,000 0.0% of portfolio
9,249
Q3 2025 Reduced 4.92%
$0
$423,000 0.0% of portfolio
6,586
Q3 2025 Added 5.9%
$0
$363,000 0.0% of portfolio
6,329
Q3 2025 Reduced 8.33%
$0
$660,000 0.0% of portfolio
10,499
Q3 2025 Added 20.39%
Vaneck Digital Assets LLC
-
$527,000 0.0% of portfolio
-
Q3 2025 Reduced 0.69%
Vanguard Group Inc/The
-
$784,000 0.0% of portfolio
-
Q3 2025 Added 152.6%
$0
$1.36 Million 0.0% of portfolio
19,527
Q3 2025 Added 0.51%
$0
$554,000 0.0% of portfolio
17,109
Q3 2025 Added 45.44%
Toroso Investments LLC Et Fs/Usa
-
$1.34 Million 0.0% of portfolio
-
Q3 2025 Added 9.1%
Jp Morgan Investment Management Inc
-
$343,000 0.0% of portfolio
-
Q3 2025 New
$0
$1.73 Million 0.0% of portfolio
34,676
Q3 2025 Added 6.0%
M Fund Services Llc/United States
-
$445,000 0.0% of portfolio
-
Q3 2025 New
Cambria Investment Management LP
-
$1.43 Million 0.0% of portfolio
-
Q3 2025 Added 19.13%
$132B
$245,000 0.0% of portfolio
992
Q3 2025 Reduced 0.5%
$74.3B
$292,000 0.0% of portfolio
4,612
Q3 2025 New
$55.7B
$300,000 0.0% of portfolio
1,966
Q3 2025 Added 0.51%
$73.2B
$652,000 0.0% of portfolio
152
Q3 2025 Reduced 1.3%
$228B
$295,000 0.0% of portfolio
2,203
Q3 2025 Reduced 11.28%
$182B
$532,000 0.0% of portfolio
779
Q3 2025 Added 2.1%
$255B
$228,000 0.0% of portfolio
686
Q3 2025 Added 3.94%
$170B
$401,000 0.0% of portfolio
2,775
Q3 2025 Added 0.33%
$123B
$292,000 0.0% of portfolio
584
Q3 2025 Added 14.06%
$404B
$1.13 Million 0.0% of portfolio
1,215
Q3 2025 Added 13.13%
$177B
$719,000 0.0% of portfolio
3,911
Q3 2025 Added 0.62%
$187B
$256,000 0.0% of portfolio
1,537
Q3 2025 New
Black Rock Fund Advisors
-
$284,000 0.0% of portfolio
-
Q3 2025 Added 9.7%
$6.2B
$383,000 0.0% of portfolio
3,548
Q3 2025 Reduced 1.03%
$0
$696,000 0.0% of portfolio
14,606
Q3 2025 Reduced 30.79%
Capital Research And Management CO
-
$470,000 0.0% of portfolio
-
Q3 2025 Added 1.03%
$0
$540,000 0.0% of portfolio
21,639
Q3 2025 Added 2.12%
Eventide Asset Management LLC
-
$303,000 0.0% of portfolio
-
Q3 2025 New
Cambria Investment Management LP
-
$575,000 0.0% of portfolio
-
Q3 2025 Added 11.14%
Cambria Investment Management LP
-
$601,000 0.0% of portfolio
-
Q3 2025 Added 11.13%
$37.1B
$203,000 0.0% of portfolio
1,012
Q3 2025 New
Cambria Investment Management LP
-
$875,000 0.0% of portfolio
-
Q3 2025 Added 27.98%
-
$1.23 Million 0.0% of portfolio
-
Q3 2025 Added 42.5%

Summary

  • Portfolio
  • No. of Stocks 522
  • Current Value $50.6 Billion
  • Prior Value $47 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 13, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 34 stocks
  • Additional Purchases 296 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 190 stocks
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