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
$996,000 0.0% of portfolio
3,897
Q1 2025 Added 7.38%
$0
$430,000 0.0% of portfolio
5,167
Q1 2025 Added 8.94%
$0
$1.94 Million 0.0% of portfolio
11,265
Q1 2025 Added 11.13%
$0
$240,000 0.0% of portfolio
905
Q1 2025 New
$0
$815,000 0.0% of portfolio
1,503
Q1 2025 Added 204.25%
$0
$533,000 0.0% of portfolio
2,435
Q1 2025 Added 126.51%
$0
$1.5 Million 0.0% of portfolio
41,533
Q1 2025 Reduced 4.08%
$0
$204,000 0.0% of portfolio
1,763
Q1 2025 Reduced 18.23%
$0
$407,000 0.0% of portfolio
12,735
Q1 2025 Added 19.69%
$0
$811,000 0.0% of portfolio
2,644
Q1 2025 Added 93.27%
$0
$833,000 0.0% of portfolio
10,558
Q1 2025 Added 8.11%
$0
$1.98 Million 0.0% of portfolio
18,691
Q1 2025 Added 0.43%
$0
$1.81 Million 0.0% of portfolio
37,372
Q1 2025 Reduced 6.05%
$0
$341,000 0.0% of portfolio
4,229
Q1 2025 Added 65.78%
$0
$433,000 0.0% of portfolio
4,665
Q1 2025 New
$0
$900,000 0.0% of portfolio
37,727
Q1 2025 Reduced 3.85%
$0
$377,000 0.0% of portfolio
3,031
Q1 2025 Added 9.15%
$15.7B
$333,000 0.0% of portfolio
10,755
Q1 2025 Added 1.76%
$0
$534,000 0.0% of portfolio
3,085
Q1 2025 Reduced 17.93%
$0
$862,000 0.0% of portfolio
7,340
Q1 2025 Added 41.75%
$0
$446,000 0.0% of portfolio
5,462
Q1 2025 New
$0
$284,000 0.0% of portfolio
2,169
Q1 2025 Reduced 1.63%
$0
$413,000 0.0% of portfolio
4,858
Q1 2025 Added 19.48%
$656B
$404,000 0.0% of portfolio
759
Q1 2025 Reduced 1.94%
$269B
$226,000 0.0% of portfolio
1,131
Q1 2025 New
$206B
$211,000 0.0% of portfolio
2,134
Q1 2025 Added 0.05%
$426B
$332,000 0.0% of portfolio
2,788
Q1 2025 Reduced 7.65%
$2.09T
$1.22 Million 0.0% of portfolio
6,425
Q1 2025 Added 83.36%
$1.05T
$939,000 0.0% of portfolio
6,009
Q1 2025 Added 113.39%
$0
$1.11 Million 0.0% of portfolio
36,136
Q1 2025 Reduced 0.24%
$0
$1.17 Million 0.0% of portfolio
42,776
Q1 2025 Reduced 2.53%
$0
$317,000 0.0% of portfolio
13,437
Q1 2025 Reduced 9.84%
$0
$1.43 Million 0.0% of portfolio
4,629
Q1 2025 Added 54.45%
$0
$387,000 0.0% of portfolio
1,873
Q1 2025 Added 1.08%
$0
$804,000 0.0% of portfolio
5,505
Q1 2025 Added 125.15%
$0
$332,000 0.0% of portfolio
622
Q1 2025 Added 23.9%
$0
$425,000 0.0% of portfolio
31,182
Q1 2025 Added 6.95%
$0
$901,000 0.0% of portfolio
28,364
Q1 2025 Reduced 2.45%
$0
$923,000 0.0% of portfolio
34,283
Q1 2025 Reduced 2.1%
$0
$470,000 0.0% of portfolio
17,671
Q1 2025 Reduced 2.71%
$0
$638,000 0.0% of portfolio
6,461
Q1 2025 Added 205.2%
$0
$757,000 0.0% of portfolio
8,101
Q1 2025 Added 8.59%
$0
$951,000 0.0% of portfolio
10,244
Q1 2025 Added 5.6%
$0
$734,000 0.0% of portfolio
5,773
Q1 2025 Added 4.72%
$597B
$315,000 0.0% of portfolio
898
Q1 2025 Added 8.19%
$0
$369,000 0.0% of portfolio
1,161
Q1 2025 Reduced 59.46%
$0
$1.47 Million 0.0% of portfolio
39,216
Q1 2025 Reduced 4.06%
$0
$1.11 Million 0.0% of portfolio
22,092
Q1 2025 Added 11.86%
$0
$1.18 Million 0.0% of portfolio
5,889
Q1 2025 Reduced 3.62%

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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