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
$76 Million 0.15% of portfolio
1,482,783
Q3 2025 Added 1.11%
$0
$78.1 Million 0.15% of portfolio
378,298
Q3 2025 Reduced 2.71%
$0
$70.2 Million 0.14% of portfolio
238,877
Q3 2025 Reduced 2.15%
$0
$69.4 Million 0.14% of portfolio
1,406,903
Q3 2025 Added 2.21%
Jp Morgan Investment Management Inc
-
$68.3 Million 0.14% of portfolio
-
Q3 2025 Added 19.91%
Black Rock Fund Advisors
-
$70.6 Million 0.14% of portfolio
-
Q3 2025 Added 22.92%
$0
$73.2 Million 0.14% of portfolio
1,523,360
Q3 2025 Added 6.65%
$0
$63.2 Million 0.12% of portfolio
533,633
Q3 2025 Reduced 4.3%
$0
$59.3 Million 0.12% of portfolio
791,873
Q3 2025 Added 3.83%
$0
$60.6 Million 0.12% of portfolio
1,259,094
Q3 2025 Reduced 3.94%
$0
$59.7 Million 0.12% of portfolio
234,687
Q3 2025 Reduced 3.88%
$0
$55.9 Million 0.11% of portfolio
1,213,586
Q3 2025 Added 76.56%
$0
$57.1 Million 0.11% of portfolio
1,510,820
Q3 2025 Added 16.71%
$0
$48.1 Million 0.1% of portfolio
382,197
Q3 2025 Reduced 3.71%
$0
$50.9 Million 0.1% of portfolio
1,553,680
Q3 2025 Added 6.93%
$0
$48.8 Million 0.1% of portfolio
1,142,139
Q3 2025 Added 10.72%
$0
$47.4 Million 0.09% of portfolio
600,389
Q3 2025 Added 5.28%
-
$47.9 Million 0.09% of portfolio
-
Q3 2025 Added 6.88%
$0
$38.1 Million 0.08% of portfolio
154,011
Q3 2025 Added 32.53%
$0
$40.2 Million 0.08% of portfolio
296,167
Q3 2025 Reduced 3.36%
$0
$42.8 Million 0.08% of portfolio
1,533,125
Q3 2025 Reduced 1.16%
$0
$42.3 Million 0.08% of portfolio
70,473
Q3 2025 Reduced 4.06%
Goldman Sachs Asset Management LP
-
$39.5 Million 0.08% of portfolio
-
Q3 2025 Added 46.38%
$0
$40.8 Million 0.08% of portfolio
976,565
Q3 2025 Added 7.4%
$0
$34.4 Million 0.07% of portfolio
688,553
Q3 2025 Added 18.55%
$0
$33 Million 0.07% of portfolio
107,343
Q3 2025 Reduced 8.85%
$0
$35.5 Million 0.07% of portfolio
1,508,421
Q3 2025 Added 6.25%
$0
$33.3 Million 0.07% of portfolio
154,493
Q3 2025 Added 7.52%
-
$30.1 Million 0.06% of portfolio
-
Q3 2025 Reduced 8.27%
$0
$30.2 Million 0.06% of portfolio
831,482
Q3 2025 Reduced 3.83%
$0
$30.2 Million 0.06% of portfolio
696,542
Q3 2025 Added 17.73%
$0
$31.4 Million 0.06% of portfolio
1,131,975
Q3 2025 Reduced 37.77%
$0
$29.1 Million 0.06% of portfolio
635,040
Q3 2025 Reduced 5.12%
$0
$26.1 Million 0.05% of portfolio
355,311
Q3 2025 Added 26.6%
$0
$24.8 Million 0.05% of portfolio
84,539
Q3 2025 Added 1.86%
$0
$27.4 Million 0.05% of portfolio
855,439
Q3 2025 Added 5.28%
Black Rock Fund Advisors
-
$27.2 Million 0.05% of portfolio
-
Q3 2025 Added 10.86%
$0
$24.6 Million 0.05% of portfolio
584,849
Q3 2025 Added 7.72%
$0
$23.3 Million 0.05% of portfolio
334,391
Q3 2025 Added 8.01%
$0
$23.1 Million 0.05% of portfolio
246,140
Q3 2025 Added 3.38%
-
$25.8 Million 0.05% of portfolio
-
Q3 2025 Reduced 3.99%
$0
$18.8 Million 0.04% of portfolio
330,918
Q3 2025 Added 0.35%
Dimensional Fund Advisors LP
-
$22.2 Million 0.04% of portfolio
-
Q3 2025 Added 11.55%
$0
$18.3 Million 0.04% of portfolio
183,623
Q3 2025 Added 2.41%
Summit Global Investments LLC
-
$19.4 Million 0.04% of portfolio
-
Q3 2025 Added 5.54%
Dimensional Fund Advisors LP
-
$22.3 Million 0.04% of portfolio
-
Q3 2025 Added 11.04%
$0
$22 Million 0.04% of portfolio
205,744
Q3 2025 Reduced 4.76%
$0
$20.8 Million 0.04% of portfolio
358,136
Q3 2025 Added 4.42%
$0
$22 Million 0.04% of portfolio
282,041
Q3 2025 Added 7.23%

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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