Betterment LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 1633901
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$59.1B
Holdings
675
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Betterment LLC disclosed 675 positions worth $59.1B in its Form 13F-HR for Q2 2026. During the quarter the fund opened 74 new positions and exited 14. The portfolio is most concentrated in Other (96.4% of disclosed assets). All figures are sourced directly from Betterment LLC’s Form 13F-HR filing with the SEC under CIK 1633901.
AI Fund Analysis
StableVANGUARD TAX MANAGED INTL
16.7% weight
Held 10 quarters
VANGUARD INDEX FDS - TOTAL
15.0% weight
Held 10 quarters
SPDR State Street Global A
14.6% weight
Held 10 quarters
VANGUARD INTL EQUITY INDEX
5.4% weight
Held 10 quarters
ISHARES TR - NATIONAL MUN
3.8% weight
Held 10 quarters
SPDR State Street Global A
9 quarters accumulating
J P MORGAN EXCHANGE TRADED
9 quarters accumulating
JP Morgan - ULTRA SHRT ETF
9 quarters accumulating
VANGUARD BD INDEX FD INC -
9 quarters accumulating
Dimensional - US CORE EQUI
9 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyIndustrialsConsumer DiscretionaryCommunication Services
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
VANGUARD TAX MANAGED INTL FD - VAN FTSE DEV MKT
—Quality
$9.9B138,727,174 shVANGUARD INDEX FDS - TOTAL STK MKT
—Quality
$8.9B23,945,511 shSPDR State Street Global Advisors - STATE STREET SPD
—Quality
$8.6B97,881,145 shVANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF
—Quality
$3.2B53,881,853 shISHARES TR - NATIONAL MUN ETF
—Quality
$2.3B21,039,515 shISHARES TR - CORE S&P TTL STK
—Quality
$1.7B10,338,360 shISHARES TR - CORE US AGGBD ET
—Quality
$1.5B15,621,139 shJ P MORGAN EXCHANGE TRADED - CORE PLUS BD ETF
—Quality
$1.3B28,416,622 shSPDR State Street Global Advisors - STATE STREET SPD
—Quality
$1.3B18,865,773 shSPDR State Street Global Advisors - STATE STREET SPD
—Quality
$1.1B19,180,838 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD TAX MANAGED INTL FD - VAN FTSE DEV MKT | — | $9.9B | 138,727,174 |
| VANGUARD INDEX FDS - TOTAL STK MKT | — | $8.9B | 23,945,511 |
| SPDR State Street Global Advisors - STATE STREET SPD | — | $8.6B | 97,881,145 |
| VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $3.2B | 53,881,853 |
| ISHARES TR - NATIONAL MUN ETF | — | $2.3B | 21,039,515 |
| ISHARES TR - CORE S&P TTL STK | — | $1.7B | 10,338,360 |
| ISHARES TR - CORE US AGGBD ET | — | $1.5B | 15,621,139 |
| J P MORGAN EXCHANGE TRADED - CORE PLUS BD ETF | — | $1.3B | 28,416,622 |
| SPDR State Street Global Advisors - STATE STREET SPD | — | $1.3B | 18,865,773 |
| SPDR State Street Global Advisors - STATE STREET SPD | — | $1.1B | 19,180,838 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Betterment LLC's 675 positions.
Showing top 10 of 675 holdings.
Sector Allocation
Other
$57.0B
Financials
$1.5B
Technology
$619.0M
Industrials
$20.4M
Consumer Discretionary
$11.7M
Communication Services
$3.6M
Healthcare
$2.4M
Energy
$1.3M
Top Holdings — Betterment LLC (Q2 2026)
Top 150 of 675 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD TAX MANAGED INTL FD - VAN FTSE DEV MKT | $9.9B | 16.7% | +1% | — |
| 2 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $8.9B | 15.0% | -2% | — |
| 3 | — | SPDR State Street Global Advisors - STATE STREET SPD | $8.6B | 14.6% | +7% | — |
| 4 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $3.2B | 5.4% | +1% | — |
| 5 | — | ISHARES TR - NATIONAL MUN ETF | $2.3B | 3.8% | +7% | — |
| 6 | — | ISHARES TR - CORE S&P TTL STK | $1.7B | 2.9% | -3% | — |
| 7 | — | ISHARES TR - CORE US AGGBD ET | $1.5B | 2.6% | -35% | — |
| 8 | — | J P MORGAN EXCHANGE TRADED - CORE PLUS BD ETF | $1.3B | 2.3% | +356% | — |
| 9 | — | SPDR State Street Global Advisors - STATE STREET SPD | $1.3B | 2.2% | -7% | — |
| 10 | — | SPDR State Street Global Advisors - STATE STREET SPD | $1.1B | 1.9% | +1% | — |
| 11 | — | VANGUARD INDEX FDS - VALUE ETF | $1.0B | 1.8% | -2% | — |
| 12 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | $983.2M | 1.7% | +5% | — |
| 13 | — | ISHARES TR - CORE MSCI EAFE | $864.9M | 1.5% | -3% | — |
| 14 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $842.5M | 1.4% | +0% | — |
| 15 | — | Goldman Sachs - ACTIVEBETA US LG | $810.4M | 1.4% | -1% | — |
| 16 | — | JP Morgan - ULTRA SHRT ETF | $695.8M | 1.2% | +1% | — |
| 17 | — | VANGUARD INDEX FDS - MCAP VL IDXVIP | $692.9M | 1.2% | -6% | — |
| 18 | — | VANGUARD INDEX FDS - SM CP VAL ETF | $683.5M | 1.2% | -4% | — |
| 19 | — | iShares - ESG AWR MSCI USA | $664.3M | 1.1% | +0% | — |
| 20 |  $GS | GOLDMAN SACHS GROUP INC | $627.0M | 1.1% | +3% | 73.5 |
| 21 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $569.5M | 1.0% | -3% | — |
| 22 |  $SNPS | SYNOPSYS INC | $505.7M | 0.9% | +32% | 67.9 |
| 23 | — | SPDR SERIES TRUST - STATE STREET SPD | $505.2M | 0.8% | -5% | — |
| 24 | — | iShares - 0-5 YR TIPS ETF | $465.2M | 0.8% | +1% | — |
| 25 | — | ISHARES INC - CORE MSCI EMKT | $447.3M | 0.8% | -4% | — |
| 26 | — | ISHARES TR - JPMORGAN USD EMG | $445.0M | 0.8% | -15% | — |
| 27 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $442.9M | 0.8% | -3% | — |
| 28 | — | iShares - ESG AW MSCI EAFE | $408.4M | 0.7% | +1% | — |
| 29 | — | SPDR State Street Global Advisors - PORTFOLIO DEVLPD | $403.3M | 0.7% | -3% | — |
| 30 | — | VANGUARD BD INDEX FD INC - TAX EXEMPT BD | $357.2M | 0.6% | +2% | — |
| 31 | — | iShares - LOW CARBON OPTIM | $330.5M | 0.6% | +0% | — |
| 32 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $264.5M | 0.5% | +1% | — |
| 33 | — | ISHARES TR - RUS MDCP VAL ETF | $228.2M | 0.4% | -6% | — |
| 34 | — | VANGUARD INDEX FDS - GROWTH ETF | $168.3M | 0.3% | +507% | — |
| 35 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $166.4M | 0.3% | -4% | — |
| 36 | $GS | GOLDMAN SACHS GROUP INC | $162.0M | 0.3% | +8% | 73.5 |
| 37 | — | Dimensional - US CORE EQUITY 2 | $156.4M | 0.3% | +3% | — |
| 38 | — | ISHARES TR - RUS 2000 VAL ETF | $143.1M | 0.2% | -4% | — |
| 39 | — | Engine No. 1 - TRANSFRM 500 ETF | $142.9M | 0.2% | +0% | — |
| 40 | — | SCHWAB STRATEGIC TR - US LCAP VA ETF | $134.6M | 0.2% | -3% | — |
| 41 | — | SPDR State Street Global Advisors - STATE STREET SPD | $131.2M | 0.2% | -4% | — |
| 42 | — | ISHARES TR - CORE INTL AGGR | $127.4M | 0.2% | +13% | — |
| 43 | — | SPDR State Street Global Advisors - STATE STREET SPD | $121.1M | 0.2% | +1% | — |
| 44 | — | SPDR State Street Global Advisors - PORTFOLIO EMG MK | $108.7M | 0.2% | -2% | — |
| 45 | — | ISHARES TR - CORE S&P500 ETF | $108.4M | 0.2% | -1% | — |
| 46 | — | State Street Global Advisors Inc - STATE STREET SPD | $107.3M | 0.2% | +1% | — |
| 47 | $GS | GOLDMAN SACHS GROUP INC | $105.3M | 0.2% | -2% | 73.5 |
| 48 | — | JP Morgan Investment Management Inc - SUSTAINABLE MUNI | $100.1M | 0.2% | +17% | — |
| 49 | — | BlackRock Fund Advisors - ESG AWARE MSCI | $99.3M | 0.2% | -1% | — |
| 50 | — | Goldman Sachs - ACTIVEBETA EUR | $91.6M | 0.1% | +3% | — |
| 51 | — | iShares - ESG AWR US AGRGT | $85.9M | 0.1% | +9% | — |
| 52 | — | AllianceBernstein LP - DISRUPTORS ETF | $85.9M | 0.1% | +1% | — |
| 53 | — | VANGUARD BD INDEX FD INC - TOTAL BND MRKT | $81.6M | 0.1% | -31% | — |
| 54 | — | SPDR State Street Global Advisors - MSCI EAFE FS ETF | $79.8M | 0.1% | +3% | — |
| 55 | — | VANGUARD - ESG US STK ETF | $78.8M | 0.1% | -1% | — |
| 56 | — | ISHARES TR - S&P 500 VAL ETF | $77.7M | 0.1% | -4% | — |
| 57 | — | VANGUARD INDEX FDS - MID CAP ETF | $75.8M | 0.1% | +264% | — |
| 58 |  $IVZ | Invesco Ltd. | $74.0M | 0.1% | +22% | — |
| 59 | — | iShares - USD GRN BOND ETF | $71.7M | 0.1% | +9% | — |
| 60 | $GS | GOLDMAN SACHS GROUP INC | $70.7M | 0.1% | +2% | 73.5 |
| 61 | — | ISHARES - BROAD USD HIGH | $70.7M | 0.1% | +0% | — |
| 62 | — | VANGUARD MALVERN FDS - STRM INFPROIDX | $69.3M | 0.1% | -6% | — |
| 63 | — | VANGUARD INDEX FDS - SMALL CP ETF | $68.4M | 0.1% | -2% | — |
| 64 | — | ISHARES TR - INVESTMENT GRADE | $67.1M | 0.1% | -3% | — |
| 65 | — | ISHARES TR - TRUST ISHARE 0-1 | $66.2M | 0.1% | -8% | — |
| 66 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | $63.4M | 0.1% | -5% | — |
| 67 | — | Dimensional Fund Advisors LP - INTL CORE EQUITY | $62.2M | 0.1% | +5% | — |
| 68 | — | Goldman Sachs - ACTIVEBETA JAP | $60.7M | 0.1% | +3% | — |
| 69 | — | BlackRock Fund Advisors - ISHARES FLEXIBLE | $58.5M | 0.1% | +85% | — |
| 70 | — | Dimensional Fund Advisors LP - CORE FIXED INCOM | $57.1M | 0.1% | +8% | — |
| 71 | — | ISHARES TR - 7-10 YR TRSY BD | $56.5M | 0.1% | +256% | — |
| 72 |  $META | Meta Platforms, Inc. | $51.7M | 0.1% | +6% | 79.6 |
| 73 | — | Goldman Sachs Asset Management LP - MUNI INCOME ETF | $51.7M | 0.1% | +7% | — |
| 74 | — | Vanguard - LARGE CAP ETF | $50.6M | 0.1% | -7% | — |
| 75 | — | iShares - ESG MSCI KLD 400 | $48.1M | 0.1% | -3% | — |
| 76 | $GS | GOLDMAN SACHS GROUP INC | $45.6M | 0.1% | +5% | 73.5 |
| 77 | — | VANGUARD MALVERN FDS - CORE-PLUS BD ETF | $45.2M | 0.1% | +230% | — |
| 78 | $GS | GOLDMAN SACHS GROUP INC | $44.4M | 0.1% | +6% | 73.5 |
| 79 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $43.7M | 0.1% | -11% | — |
| 80 | — | iShares - ESG OPTIMIZED | $41.8M | 0.1% | -3% | — |
| 81 | — | VANGUARD SPECIALIZED PORTFOL - DIV APP ETF | $40.9M | 0.1% | +9% | — |
| 82 | — | VANGUARD STAR FD - VG TL INTL STK F | $40.1M | 0.1% | +8% | — |
| 83 | — | ISHARES - ESG AWRE USD ETF | $39.4M | 0.1% | +7% | — |
| 84 | — | Dimensional Fund Advisors LP - EMERGING MKTS CO | $37.9M | 0.1% | +1% | — |
| 85 | — | iShares - A RATE CP BD ETF | $37.1M | 0.1% | +107% | — |
| 86 |  $IBIT | iShares Bitcoin Trust ETF | $35.6M | 0.1% | -6% | — |
| 87 | — | Dimensional Fund Advisors LP - US LARGE CAP VAL | $33.4M | 0.1% | +4% | — |
| 88 | — | Western Asset Management Co - 0-3 MNTH TREASRY | $32.8M | 0.1% | +59% | — |
| 89 | — | Dimensional Fund Advisors - INTL CORE EQT MK | $31.6M | 0.1% | +1% | — |
| 90 | — | BlackRock Fund Advisors - ISHARES AAA CLO | $30.4M | 0.1% | +68% | — |
| 91 | — | SPDR State Street Global Advisors - MSCI EMR MKT ETF | $30.2M | 0.1% | -5% | — |
| 92 | $GS | GOLDMAN SACHS GROUP INC | $29.4M | 0.1% | +3% | 73.5 |
| 93 | — | Goldman Sachs Asset Management LP - ACCESS EMNG MKTS | $28.6M | 0.1% | +6% | — |
| 94 | — | Dimensional Fund Advisors LP - US CORE EQUITY 1 | $28.0M | 0.1% | -0% | — |
| 95 | — | Vanguard Total World Bond ETF - TOTAL WLD BD ETF | $28.0M | 0.1% | +10% | — |
| 96 | — | Dimensional Fund Advisors - US CORE EQT MKT | $27.7M | 0.1% | -4% | — |
| 97 | — | Dimensional - US TARGETED VLU | $26.6M | 0.0% | +4% | — |
| 98 | — | iShares - MSCI USA QLT FCT | $25.9M | 0.0% | +15% | — |
| 99 | — | Vanguard - MCAP GR IDXVIP | $25.9M | 0.0% | -7% | — |
| 100 | — | VANGUARD BD INDEX FD INC - INTERMED TERM | $24.2M | 0.0% | +2% | — |
| 101 | $GS | GOLDMAN SACHS GROUP INC | $23.9M | 0.0% | -6% | 73.5 |
| 102 | — | Avantis - US SML CP VALU | $23.0M | 0.0% | +3% | — |
| 103 | — | iShares - SHRT NAT MUN ETF | $19.4M | 0.0% | -2% | — |
| 104 | — | Summit Global Investments LLC - SGI ENHANCED COR | $19.3M | 0.0% | +1% | — |
| 105 | — | GraniteShares - BBG COMMD K 1 | $19.2M | 0.0% | +1% | — |
| 106 | — | SCHWAB STRATEGIC TR - US REIT ETF | $18.8M | 0.0% | -0% | — |
| 107 | — | VANGUARD BD INDEX FD INC - LONG TERM TREAS | $18.5M | 0.0% | -3% | — |
| 108 | — | Dimensional Fund Advisors LP - US SMALL CAP VAL | $18.0M | 0.0% | +4% | — |
| 109 |  $SPY | SPDR S&P 500 ETF TRUST | $17.5M | 0.0% | +6% | — |
| 110 | — | VANGUARD INDEX FDS - 500 GRTH IDX F | $16.9M | 0.0% | +512% | — |
| 111 | — | Dimensional - US EQUITY MARKET | $16.8M | 0.0% | +6% | — |
| 112 | — | Dimensional Fund Advisors LP - INTL SMALL CAP V | $16.2M | 0.0% | +7% | — |
| 113 | — | CAPITAL GROUP CORE BALANCED - SHS | $16.0M | 0.0% | +28% | — |
| 114 | — | VANGUARD BD INDEX FD INC - MTG-BKD SECS ETF | $14.9M | 0.0% | +2% | — |
| 115 | — | VANGUARD BD INDEX FD INC - LONG TERM BOND | $14.8M | 0.0% | +3% | — |
| 116 | — | ISHARES TR - CALIF MUN BD ETF | $14.6M | 0.0% | +5% | — |
| 117 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | $14.1M | 0.0% | +9% | — |
| 118 | — | Dimensional Fund Advisors LP - WORLD EX US CORE | $14.0M | 0.0% | +2% | — |
| 119 | — | SPDR State Street Global Advisors - STATE STREET SPD | $14.0M | 0.0% | -5% | — |
| 120 | — | ISHARES TR - HIGH YLD SYSTM B | $13.9M | 0.0% | -19% | — |
| 121 | — | iShares - CORE MSCI EURO | $13.6M | 0.0% | -6% | — |
| 122 | — | ISHARES TR - IBOXX INV CP ETF | $12.7M | 0.0% | -18% | — |
| 123 |  $AAPL | Apple Inc. | $12.6M | 0.0% | +21% | 76.4 |
| 124 | — | ISHARES INC - EURO HIGH YIELD | $12.1M | 0.0% | NEW | — |
| 125 | — | VANECK VECTORS TR - JP MRGAN EM LOC | $11.9M | 0.0% | +1033% | — |
| 126 | — | Dimensional Fund Advisors - EMGR CRE EQT MNG | $11.8M | 0.0% | -4% | — |
| 127 | — | Dimensional Fund Advisors LP - SHORT DURATION F | $11.8M | 0.0% | +7% | — |
| 128 | — | CAMBRIA ETF TR - GLB MOMENT ETF | $11.6M | 0.0% | -2% | — |
| 129 | — | VANGUARD INTL EQUITY INDEX F - GLB EX US ETF | $11.6M | 0.0% | +0% | — |
| 130 | — | XTRACKERS - XTRACK USD HIGH | $11.5M | 0.0% | +3% | — |
| 131 | — | Dimensional Fund Advisors LP - US SUSTAINABILTY | $11.5M | 0.0% | -6% | — |
| 132 | — | iShares - CORE UNIVRSL USD | $11.3M | 0.0% | +17% | — |
| 133 | — | J P MORGAN EXCHANGE TRADED - US QUALTY FCTR | $10.9M | 0.0% | +1% | — |
| 134 | — | VANGUARD INDEX FDS - 500 VAL IDX FD | $10.8M | 0.0% | -3% | — |
| 135 | — | Dimensional Fund Advisors LP - US REAL ESTATE E | $10.6M | 0.0% | +6% | — |
| 136 | — | iShares - FUTURE EXPONENTI | $10.4M | 0.0% | -1% | — |
| 137 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $10.3M | 0.0% | +20% | — |
| 138 | — | Vanguard - INTL DVD ETF | $10.2M | 0.0% | -10% | — |
| 139 | — | Dimensional Fund Advisors LP - US HIGH PROFITAB | $10.1M | 0.0% | +8% | — |
| 140 | — | Dimensional Fund Advisors LP - EMERGING MKTS VA | $10.1M | 0.0% | +2% | — |
| 141 |  $BTC | Grayscale Bitcoin Mini Trust ETF | $10.0M | 0.0% | +41% | — |
| 142 | — | Dimensional Fund Advisors LP - GLOBAL CR ETF | $9.6M | 0.0% | -0% | — |
| 143 | — | AVANTIS INTL - INTL SMCP VLU | $9.5M | 0.0% | +3% | — |
| 144 |  $DOV | DOVER Corp | $9.4M | 0.0% | +22% | 58.1 |
| 145 | — | Dimensional Fund Advisors LP - GLOBAL CORE PLUS | $9.3M | 0.0% | +9% | — |
| 146 | — | AMERICAN CENTY ETF TR - US EQT ETF | $9.1M | 0.0% | -1% | — |
| 147 | — | ISHARES TR - NEW YORK MUN ETF | $9.0M | 0.0% | +4% | — |
| 148 |  $NVDA | NVIDIA CORP | $8.9M | 0.0% | +45% | 85.9 |
| 149 | — | iShares - MSCI JAPAN ETF | $8.8M | 0.0% | +1% | — |
| 150 | — | VANGUARD INDEX FDS - REAL ESTATE ETF | $7.9M | 0.0% | +2% | — |
New Positions (74)
ISHARES INC - EURO HIGH YIELD$12.1M
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$2.4M
$FIX COMFORT SYSTEMS USA INC$1.4M
$BE Bloom Energy Corp$1.3M
$STNG Scorpio Tankers Inc.$1.1M ISHARES INC - JP MORGAN EM ETF$957,000
$MRVL Marvell Technology, Inc.$604,000 SPDR SERIES TRUST - ST STR CONV ETF$529,000
MORGAN STANLEY ETF TRUST - CALVE INDEX ETF$496,000
$IBM INTERNATIONAL BUSINESS MACHINES CORP$480,000
$AMAT APPLIED MATERIALS INC /DE$467,000
$NOW ServiceNow, Inc.$459,000 PGIM ETF TR - AAA CLO ETF$443,000
MORGAN STANLEY ETF TRUST - CALVERT US LARCP$416,000
ROUNDHILL ETF TRUST - MEMORY ETF$412,000
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