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
$18.2 Million 0.04% of portfolio
162,972
Q3 2025 Reduced 4.47%
$0
$12.8 Million 0.03% of portfolio
29,309
Q3 2025 Reduced 3.85%
$0
$13.6 Million 0.03% of portfolio
426,285
Q3 2025 Added 6.71%
$0
$14.2 Million 0.03% of portfolio
301,959
Q3 2025 Added 3.77%
$0
$15.3 Million 0.03% of portfolio
707,629
Q3 2025 Added 11.62%
$0
$13.5 Million 0.03% of portfolio
617,161
Q3 2025 Added 11.98%
$0
$16.8 Million 0.03% of portfolio
331,593
Q3 2025 Added 20.09%
$0
$12.8 Million 0.03% of portfolio
132,765
Q3 2025 Added 77.49%
$0
$15.3 Million 0.03% of portfolio
292,300
Q3 2025 New
$0
$14.5 Million 0.03% of portfolio
204,031
Q3 2025 Added 4.3%
$0
$14.7 Million 0.03% of portfolio
215,457
Q3 2025 Reduced 3.99%
$0
$16.3 Million 0.03% of portfolio
338,152
Q3 2025 Reduced 3.91%
$0
$13.3 Million 0.03% of portfolio
182,929
Q3 2025 Added 14.89%
$0
$13.9 Million 0.03% of portfolio
290,719
Q3 2025 Added 17.56%
$0
$8.3 Million 0.02% of portfolio
348,105
Q3 2025 Added 12.26%
$0
$10.7 Million 0.02% of portfolio
209,620
Q3 2025 Reduced 9.59%
-
$9.45 Million 0.02% of portfolio
-
Q3 2025 Added 37.12%
$0
$10.3 Million 0.02% of portfolio
214,194
Q3 2025 Added 0.95%
$0
$9.09 Million 0.02% of portfolio
90,300
Q3 2025 Added 194.36%
$0
$12.2 Million 0.02% of portfolio
341,823
Q3 2025 Added 8.35%
$0
$12 Million 0.02% of portfolio
232,707
Q3 2025 Reduced 13.0%
$0
$11.6 Million 0.02% of portfolio
369,406
Q3 2025 Reduced 0.8%
$0
$12.5 Million 0.02% of portfolio
262,095
Q3 2025 Reduced 1.54%
$0
$8.04 Million 0.02% of portfolio
150,701
Q3 2025 Reduced 9.41%
$0
$12.4 Million 0.02% of portfolio
217,395
Q3 2025 Added 8.16%
$0
$12 Million 0.02% of portfolio
372,014
Q3 2025 Reduced 0.23%
Dimensional Fund Advisors LP
-
$8 Million 0.02% of portfolio
-
Q3 2025 Added 6.66%
$0
$8.25 Million 0.02% of portfolio
92,333
Q3 2025 Added 23.83%
$0
$11.1 Million 0.02% of portfolio
16,587
Q3 2025 Added 8.28%
$0
$10.4 Million 0.02% of portfolio
116,546
Q3 2025 Added 8.33%
$0
$8.8 Million 0.02% of portfolio
98,809
Q3 2025 Reduced 0.47%
$0
$11 Million 0.02% of portfolio
297,650
Q3 2025 Added 13.09%
$0
$10.6 Million 0.02% of portfolio
337,462
Q3 2025 Reduced 3.37%
$0
$9.5 Million 0.02% of portfolio
47,641
Q3 2025 Added 0.68%
-
$8.5 Million 0.02% of portfolio
-
Q3 2025 Reduced 4.39%
$0
$12.5 Million 0.02% of portfolio
235,962
Q3 2025 Added 39.19%
$0
$4.89 Million 0.01% of portfolio
105,966
Q3 2025 Reduced 2.22%
$0
$3.07 Million 0.01% of portfolio
64,134
Q3 2025 Added 1.28%
$0
$3.25 Million 0.01% of portfolio
109,229
Q3 2025 Added 5.48%
$0
$3.04 Million 0.01% of portfolio
52,819
Q3 2025 Added 2.8%
$0
$3.96 Million 0.01% of portfolio
20,668
Q3 2025 Added 1.59%
$0
$2.9 Million 0.01% of portfolio
118,819
Q3 2025 New
$0
$7.21 Million 0.01% of portfolio
190,107
Q3 2025 Added 1.13%
$0
$5.46 Million 0.01% of portfolio
68,065
Q3 2025 Added 7.42%
$0
$3.22 Million 0.01% of portfolio
26,609
Q3 2025 Added 24.66%
$0
$7.48 Million 0.01% of portfolio
197,930
Q3 2025 Added 16.46%
$0
$2.76 Million 0.01% of portfolio
87,121
Q3 2025 Added 2.07%
$0
$7.48 Million 0.01% of portfolio
148,087
Q3 2025 Reduced 6.54%
$0
$4.82 Million 0.01% of portfolio
81,885
Q3 2025 Reduced 7.42%

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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