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
$427,000 0.0% of portfolio
9,218
Q2 2025 Reduced 8.95%
Vanguard Group Inc/The
-
$307,000 0.0% of portfolio
-
Q2 2025 New
$0
$433,000 0.0% of portfolio
10,640
Q2 2025 Added 20.06%
$0
$330,000 0.0% of portfolio
3,316
Q2 2025 New
$0
$1.51 Million 0.0% of portfolio
53,737
Q2 2025 Reduced 4.04%
$0
$720,000 0.0% of portfolio
17,041
Q2 2025 Added 87.33%
Bitwise Asset Management Inc
-
$2.28 Million 0.0% of portfolio
-
Q2 2025 Added 103.02%
$0
$1.4 Million 0.0% of portfolio
47,597
Q2 2025 Added 23.61%
Summit Global Investments LLC
-
$1.91 Million 0.0% of portfolio
-
Q2 2025 Reduced 22.15%
Vertical Capital Asset Management LLC
-
$764,000 0.0% of portfolio
-
Q2 2025 Reduced 17.68%
Dimensional Fund Advisors LP
-
$1.82 Million 0.0% of portfolio
-
Q2 2025 Added 29.85%
Goldman Sachs Asset Management LP
-
$213,000 0.0% of portfolio
-
Q2 2025 Reduced 28.48%
Dimensional Fund Advisors LP
-
$1.18 Million 0.0% of portfolio
-
Q2 2025 Added 86.18%
Clockwise Capital LLC
-
$216,000 0.0% of portfolio
-
Q2 2025 New
Fidelity Management & Research CO
-
$387,000 0.0% of portfolio
-
Q2 2025 New
Fidelity Management & Research CO
-
$694,000 0.0% of portfolio
-
Q2 2025 New
Ea Series Trust
-
$210,000 0.0% of portfolio
-
Q2 2025 New
Capital Research And Management CO
-
$1.13 Million 0.0% of portfolio
-
Q2 2025 New
Toroso Investments Llc/United States
-
$368,000 0.0% of portfolio
-
Q2 2025 Added 31.91%
-
$1.43 Million 0.0% of portfolio
-
Q2 2025 Reduced 53.1%
$0
$567,000 0.0% of portfolio
10,423
Q2 2025 Reduced 2.88%
-
$1.92 Million 0.0% of portfolio
-
Q2 2025 Reduced 11.68%
Morgan Stanley Investment Management Inc
-
$1.03 Million 0.0% of portfolio
-
Q2 2025 Added 357.68%
$0
$531,000 0.0% of portfolio
19,867
Q2 2025 Added 0.36%
Summit Global Investments LLC
-
$701,000 0.0% of portfolio
-
Q2 2025 Reduced 17.0%
Fd Funds Management LLC
-
$603,000 0.0% of portfolio
-
Q2 2025 Reduced 22.01%
$0
$628,000 0.0% of portfolio
9,210
Q2 2025 New
$0
$260,000 0.0% of portfolio
4,179
Q2 2025 New
$0
$762,000 0.0% of portfolio
18,305
Q2 2025 Added 1.02%
$0
$319,000 0.0% of portfolio
6,284
Q2 2025 Reduced 1.78%
$0
$488,000 0.0% of portfolio
4,120
Q2 2025 Reduced 30.63%
$0
$241,000 0.0% of portfolio
5,469
Q2 2025 Reduced 2.11%
$0
$461,000 0.0% of portfolio
18,529
Q2 2025 Added 88.3%
$0
$229,000 0.0% of portfolio
2,049
Q2 2025 Reduced 68.66%
$0
$932,000 0.0% of portfolio
14,759
Q2 2025 Reduced 9.59%
$0
$570,000 0.0% of portfolio
19,824
Q2 2025 New
First Trust Advisors LP
-
$287,000 0.0% of portfolio
-
Q2 2025 New
$0
$1.76 Million 0.0% of portfolio
25,672
Q2 2025 Added 108.97%
Capital Research And Management CO
-
$453,000 0.0% of portfolio
-
Q2 2025 Reduced 54.32%
$0
$1.13 Million 0.0% of portfolio
15,268
Q2 2025 Added 7.96%
$0
$262,000 0.0% of portfolio
5,565
Q2 2025 Reduced 4.33%
$1.91B
$459,000 0.0% of portfolio
13,341
Q2 2025 Reduced 31.33%
$0
$483,000 0.0% of portfolio
9,026
Q2 2025 Added 81.21%
Cambria Investment Management LP
-
$490,000 0.0% of portfolio
-
Q2 2025 New
$0
$1.63 Million 0.0% of portfolio
32,714
Q2 2025 Added 5.24%
$1.09B
$211,000 0.0% of portfolio
1,720
Q2 2025 New
$0
$235,000 0.0% of portfolio
4,828
Q2 2025 New
$0
$229,000 0.0% of portfolio
5,549
Q2 2025 Added 3.87%
$0
$333,000 0.0% of portfolio
7,972
Q2 2025 Reduced 6.92%

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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