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
$3.53 Million 0.01% of portfolio
51,230
Q3 2025 Reduced 2.93%
$0
$4.64 Million 0.01% of portfolio
44,403
Q3 2025 Reduced 2.82%
$0
$7.49 Million 0.01% of portfolio
68,925
Q3 2025 Added 13.72%
$0
$4.8 Million 0.01% of portfolio
37,666
Q3 2025 Added 0.93%
$0
$3.45 Million 0.01% of portfolio
51,312
Q3 2025 Added 5.85%
$0
$6.18 Million 0.01% of portfolio
22,590
Q3 2025 Reduced 4.52%
-
$3.19 Million 0.01% of portfolio
-
Q3 2025 Reduced 42.05%
$0
$4.85 Million 0.01% of portfolio
104,982
Q3 2025 Added 7.67%
$0
$4.95 Million 0.01% of portfolio
105,991
Q3 2025 Added 190.95%
$0
$6.98 Million 0.01% of portfolio
96,989
Q3 2025 Reduced 2.41%
$0
$3.96 Million 0.01% of portfolio
39,954
Q3 2025 Reduced 5.33%
$0
$5.85 Million 0.01% of portfolio
147,330
Q3 2025 Reduced 42.22%
$0
$4.63 Million 0.01% of portfolio
97,435
Q3 2025 Added 15.28%
$0
$4.47 Million 0.01% of portfolio
88,079
Q3 2025 Added 4.4%
$0
$3.02 Million 0.01% of portfolio
67,888
Q3 2025 Reduced 8.79%
$0
$4.48 Million 0.01% of portfolio
90,822
Q3 2025 Added 7.33%
$0
$3.17 Million 0.01% of portfolio
39,334
Q3 2025 Reduced 3.79%
$0
$3.22 Million 0.01% of portfolio
29,149
Q3 2025 Added 2.93%
Tidal Investments LLC
-
$2.56 Million 0.01% of portfolio
-
Q3 2025 Added 9.21%
$0
$5.33 Million 0.01% of portfolio
56,039
Q3 2025 Reduced 1.72%
$0
$3.1 Million 0.01% of portfolio
6,611
Q3 2025 Reduced 6.49%
$0
$3.63 Million 0.01% of portfolio
108,873
Q3 2025 Added 3.1%
Calamos Advisors LLC
-
$2.78 Million 0.01% of portfolio
-
Q3 2025 Added 21.84%
$0
$5.42 Million 0.01% of portfolio
41,799
Q3 2025 Reduced 5.66%
-
$3.89 Million 0.01% of portfolio
-
Q3 2025 Added 48.62%
$0
$4.98 Million 0.01% of portfolio
118,499
Q3 2025 Reduced 16.0%
$0
$4.75 Million 0.01% of portfolio
39,963
Q3 2025 Reduced 1.53%
$0
$2.68 Million 0.01% of portfolio
12,783
Q3 2025 Reduced 0.41%
$0
$4.51 Million 0.01% of portfolio
32,727
Q3 2025 Added 65.02%
$0
$5.19 Million 0.01% of portfolio
17,445
Q3 2025 Added 1.95%
-
$2.75 Million 0.01% of portfolio
-
Q3 2025 Reduced 0.69%
$0
$4.17 Million 0.01% of portfolio
140,691
Q3 2025 Reduced 23.37%
$0
$2.89 Million 0.01% of portfolio
105,668
Q3 2025 Reduced 9.94%
$130B
$3.13 Million 0.01% of portfolio
8,810
Q3 2025 Added 36.23%
Bitwise Asset Management Inc
-
$3.69 Million 0.01% of portfolio
-
Q3 2025 Reduced 1.92%
Dimensional Fund Advisors LP
-
$3.49 Million 0.01% of portfolio
-
Q3 2025 Added 13.34%
$0
$3.45 Million 0.01% of portfolio
52,886
Q3 2025 Added 9.42%
$0
$7.38 Million 0.01% of portfolio
231,318
Q3 2025 Added 6.02%
$0
$7.24 Million 0.01% of portfolio
79,238
Q3 2025 Reduced 3.55%
Black Rock Fund Advisors
-
$3.23 Million 0.01% of portfolio
-
Q3 2025 Added 3.35%
$0
$3.84 Million 0.01% of portfolio
48,003
Q3 2025 Added 4.98%
$0
$3.18 Million 0.01% of portfolio
52,927
Q3 2025 Added 6.12%
Bitwise Asset Management Inc
-
$4.79 Million 0.01% of portfolio
-
Q3 2025 Added 3.31%
Dimensional Fund Advisors LP
-
$6.85 Million 0.01% of portfolio
-
Q3 2025 Added 17.35%
$0
$3.31 Million 0.01% of portfolio
122,802
Q3 2025 Reduced 5.49%
Dimensional Fund Advisors LP
-
$4.76 Million 0.01% of portfolio
-
Q3 2025 Added 10.17%
Dimensional Fund Advisors LP
-
$3.81 Million 0.01% of portfolio
-
Q3 2025 Added 109.83%
$0
$7 Million 0.01% of portfolio
219,510
Q3 2025 Added 6.67%
$0
$3.69 Million 0.01% of portfolio
26,194
Q3 2025 Added 9.91%

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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