Betterment LLC

CIK 0001633901 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

Betterment LLC reported 675 positions worth $59.1M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: VEA (16.7%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$59.1M
2026 Q2
Positions
675
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
67.3%
Est. Net Flow (Q)
2026 Q2
10 / 675 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VEAVANGUARD TAX MANAGED INTL FDSH$9.9M16.72%138,727,174
2VTIVANGUARD INDEX FDSSH$8.9M14.99%23,945,511
3SPYMSPDR State Street Global AdvisorsSH$8.6M14.55%97,881,145
4VWOVANGUARD INTL EQUITY INDEX FSH$3.2M5.44%53,881,853
5MUBISHARES TRSH$2.3M3.83%21,039,515
6ITOTISHARES TRSH$1.7M2.87%10,338,360
7AGGISHARES TRSH$1.5M2.62%15,621,139
8JCPBJ P MORGAN EXCHANGE TRADEDSH$1.3M2.26%28,416,622
9SPMDSPDR State Street Global AdvisorsSH$1.3M2.16%18,865,773
10SPSMSPDR State Street Global AdvisorsSH$1.1M1.87%19,180,838

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Betterment LLC hold as of Q2 2026?

Betterment LLC reported 675 positions worth $59.1M in its Q2 2026 13F filing. Largest positions: VEA (16.7%), VTI (15.0%), SPYM (14.5%), VWO (5.4%) and MUB (3.8%).

What did Betterment LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Betterment LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.