Latest Betterment LLC Stock Portfolio
$59.13Billion | No. of Holdings #674
Betterment LLC Performance
2026 Q2+9.00%
YTD+7.81%
2025+14.96%
About Betterment LLC and 13F Hedge Fund Stock Holdings
Betterment LLC is a hedge fund based in New York, NY. On 2026-08-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Betterment LLC reported an equity portfolio of $59.1 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of Betterment LLC are VEA, VB, BIL. The fund has invested 16.7% of it's portfolio in VANGUARD TAX MANAGED INTL FD and 15% of portfolio in VANGUARD INDEX FDS. <br><br> The fund managers got completely rid off ISHARES (DMXF), IMPACT SHARES (NACP) and GOLDMAN SACHS (GBIL) stocks. They significantly reduced their stock positions in ISHARES (ACWF), ISHARES TR (AAXJ) and ISHARES TR (AOA). Betterment LLC opened new stock positions in ISHARES INC (ACWV), SPACE EXPLORATION TECHN CORP and COMFORT SYS USA INC (FIX). The fund showed a lot of confidence in some stocks as they added substantially to VANECK VECTORS TR (BUZZ), ABRDN PLATINUM ETF TRUST (PPLT) and VANGUARD (VAW).
Betterment LLC Equity Portfolio Value
Last Reported on: 14 Aug, 2026
$59.13Billion
as of Aug 14, 2026Betterment LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Betterment LLC made a return of 9% in the last quarter. In trailing 12 months, it's portfolio return was 15.96%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| ishares inc | 12,115,000 |
| space exploration techn corp | 2,388,000 |
| comfort sys usa inc | 1,377,000 |
| bloom energy corp | 1,332,000 |
| scorpio tankers inc | 1,062,000 |
| ishares inc | 957,000 |
| marvell technology inc | 604,000 |
| spdr series trust | 529,000 |
New stocks bought by Betterment LLC
Additions
| Ticker | % Inc. |
|---|---|
| vaneck vectors tr | 1,033 |
| vanguard | 611 |
| verizon communications inc | 577 |
| vanguard index fds | 511 |
| vanguard index fds | 507 |
| vanguard | 394 |
| j p morgan exchange traded | 355 |
| ishares | 312 |
Additions to existing portfolio by Betterment LLC
Reductions
| Ticker | % Reduced |
|---|---|
| ishares | -97.92 |
| ishares tr | -95.55 |
| ishares tr | -95.2 |
| ishares tr | -92.91 |
| ishares | -84.29 |
| ishares | -57.95 |
| ishares | -56.26 |
| seagate technology hldngs pl | -47.7 |
Betterment LLC reduced stake in above stock
Sold off
None of the stocks were completely sold off by Betterment LLC
Sector Distribution
Betterment LLC has about 99% of it's holdings in Others sector.
- Others
| Sector | % |
|---|---|
| Others | 99 |
Market Cap. Distribution
Betterment LLC has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
| Category | % |
|---|---|
| UNALLOCATED | 99 |
Stocks belong to which Index?
About 0% of the stocks held by Betterment LLC either belong to S&P 500 or RUSSELL 2000 index.
- Others
| Index | % |
|---|---|
| Others | 99 |
| Top 5 Winners ($) | $ | |
|---|---|---|
| VB | vanguard index fds | 1193.1 M |
| BIL | spdr state street global advisors | 1074.5 M |
| VEA | vanguard tax managed intl fd | 991.8 M |
| VEU | vanguard intl equity index f | 302.5 M |
| IJR | ishares tr | 228.8 M |
| Top 5 Losers (%) | % | |
|---|---|---|
| PPLT | abrdn platinum etf trust | -86.5 % |
| PALL | abrdn palladium etf trust | -75.4 % |
| VAW | vanguard | -73.4 % |
| VB | vanguard index fds | -70.3 % |
| AMPS | ishares tr | -70.3 % |
| Top 5 Losers ($) | $ | |
|---|---|---|
| VB | vanguard index fds | -399.0 M |
| VB | vanguard index fds | -123.8 M |
| IVOG | vanguard index fds | -38.6 M |
| VAW | vanguard | -7.8 M |
| AMPS | ishares | -5.7 M |
Betterment LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Betterment LLC
Betterment LLC has 674 stocks in it's portfolio. About 67.3% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. VB was the most profitable stock for Betterment LLC last quarter.
$59.07BTotal Value
500Positions
14 Aug, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
 AAAU Goldman Sachs Physical GoldGoldman Sachs Physical GoldAAAU | 0% | 17,273 | $683.0K 0% | 0.73%increased 0.73 percentadded | |
| 0.02% | 43,524 | $12.59M 0.02% | 21.18%increased 21.18 percentadded | ||
 AAXJ Ishares TrIshares TrAAXJ | 3.83% | 21,039,500 | $2.26B 3.83% | 7.43%increased 7.43 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.75% | 4,614,240 | $445.00M 0.75% | 14.67%decreased 14.67 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 0.11% | 599,791 | $66.19M 0.11% | 7.98%decreased 7.98 percentreduced | |
AAXJ IsharesIsharesAAXJ | 0.08% | 337,922 | $48.12M 0.08% | 3.38%decreased 3.38 percentreduced | |
AAXJ IsharesIsharesAAXJ | 0.07% | 270,917 | $41.80M 0.07% | 3.14%decreased 3.14 percentreduced | |
AAXJ IsharesIsharesAAXJ | 0.03% | 182,548 | $19.44M 0.03% | 2.29%decreased 2.29 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 0.03% | 253,502 | $14.61M 0.03% | 4.73%increased 4.73 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.01% | 167,573 | $9.03M 0.01% | 3.87%increased 3.87 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.01% | 140,587 | $7.47M 0.01% | 2.4%increased 2.4 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0.01% | 60,424 | $5.71M 0.01% | 1.47%decreased 1.47 percentreduced | |
AAXJ IsharesIsharesAAXJ | 0% | 61,072 | $2.51M 0% | 0.13%decreased 0.13 percentreduced | |
AAXJ IsharesIsharesAAXJ | 0% | 19,178 | $1.89M 0% | 5.51%decreased 5.51 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 0% | 16,188 | $1.72M 0% | 17.17%increased 17.17 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0% | 14,398 | $1.69M 0% | 30.07%decreased 30.07 percentreduced | |
AAXJ Ishares TrIshares TrAAXJ | 0% | 12,648 | $1.51M 0% | 11.12%increased 11.12 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0% | 16,886 | $1.29M 0% | 3.58%increased 3.58 percentadded | |
AAXJ Ishares TrIshares TrAAXJ | 0% | 11,396 | $938.0K 0% | 6.92%increased 6.92 percentadded | |
AAXJ IsharesIsharesAAXJ | 0% | 3,821 | $926.0K 0% | 14.77%decreased 14.77 percentreduced | |
