Latest Betterment LLC Stock Portfolio
$52.79Billion– No. of Holdings #614
Betterment LLC Performance:
2026 Q1: -1.09%YTD: -1.09%2025: 14.96%
Performance for 2026 Q1 is -1.09%, and YTD is -1.09%, and 2025 is 14.96%.
About Betterment LLC and 13F Hedge Fund Stock Holdings
Betterment LLC is a hedge fund based in New York, NY. On 2026-05-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, Betterment LLC reported an equity portfolio of $52.8 Billions as of 31 Mar, 2026.
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 14.9% of portfolio in VANGUARD INDEX FDS.
The fund managers got completely rid off TIDAL INVESTMENTS LLC, INVESCO (CSD) and ISHARES (IJR) stocks. They significantly reduced their stock positions in GOLDMAN SACHS (GBIL), VAN ECK (AFK) and INVESCO (CSD). Betterment LLC opened new stock positions in VANGUARD MALVERN FDS (VTIP), CAPITAL GROUP CORE BALANCED and AMERICAN CENTY ETF TR (AEMB). The fund showed a lot of confidence in some stocks as they added substantially to J P MORGAN EXCHANGE TRADED (BBAX), SPDR STATE STREET GLOBAL ADVISORS (CWI) and ISHARES (IBCE).
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 14.9% of portfolio in VANGUARD INDEX FDS.
The fund managers got completely rid off TIDAL INVESTMENTS LLC, INVESCO (CSD) and ISHARES (IJR) stocks. They significantly reduced their stock positions in GOLDMAN SACHS (GBIL), VAN ECK (AFK) and INVESCO (CSD). Betterment LLC opened new stock positions in VANGUARD MALVERN FDS (VTIP), CAPITAL GROUP CORE BALANCED and AMERICAN CENTY ETF TR (AEMB). The fund showed a lot of confidence in some stocks as they added substantially to J P MORGAN EXCHANGE TRADED (BBAX), SPDR STATE STREET GLOBAL ADVISORS (CWI) and ISHARES (IBCE).
Betterment LLC Equity Portfolio Value
Last Reported on: 14 May, 2026
Betterment LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Betterment LLC made a return of -1.09% in the last quarter. In trailing 12 months, it's portfolio return was 14.48%.
- Performance
- S&P 500
New Buys
| Ticker | $ Bought |
|---|---|
| vanguard malvern fds | 13,706,000 |
| capital group core balanced | 11,361,000 |
| grayscale bitcoin mini tr et | 8,177,000 |
| capital group international | 1,647,000 |
| american centy etf tr | 1,084,000 |
| grayscale ethereum staking | 1,082,000 |
| first tr exchange-traded alp | 798,000 |
| goldman sachs physical gold | 792,000 |
New stocks bought by Betterment LLC
Additions
| Ticker | % Inc. |
|---|---|
| j p morgan exchange traded | 5,692 |
| spdr state street global advisors | 1,687 |
| j p morgan exchange traded | 1,442 |
| ishares | 608 |
| spdr state street global advisors | 456 |
| schwab etfs | 308 |
| ishares | 241 |
| blackrock fund advisors | 232 |
Additions to existing portfolio by Betterment LLC
Reductions
| Ticker | % Reduced |
|---|---|
| van eck | -64.76 |
| invesco | -61.65 |
| van eck | -55.76 |
| janus | -54.3 |
| spdr state street global advisors | -50.72 |
| capital research and management co | -50.49 |
| ishares | -49.53 |
| spdr state street global advisors | -42.33 |
Betterment LLC reduced stake in above stock
Sold off
Sector Distribution
Betterment LLC has about 98.9% of it's holdings in Others sector.
- Others
| Sector | % |
|---|---|
| Others | 98.9 |
Market Cap. Distribution
Betterment LLC has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
| Category | % |
|---|---|
| UNALLOCATED | 98.9 |
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 | 98.9 |
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 614 stocks in it's portfolio. About 67.5% of the portfolio is in top 10 stocks. VB proved to be the most loss making stock for the portfolio. VEA was the most profitable stock for Betterment LLC last quarter.
Last Reported on: 14 May, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAAU | goldman sachs physical gold | 0.00 | 17,147 | 792,000 | new | |||
| AAPL | n/a | 0.02 | 35,918 | 9,116,000 | added | 10.29 | ||
| AAXJ | ishares tr | 3.94 | 19,583,700 | 2,078,810,000 | added | 3.13 | ||
| AAXJ | ishares tr | 0.96 | 5,407,730 | 507,948,000 | reduced | -9.18 | ||
| AAXJ | ishares tr | 0.14 | 651,818 | 71,954,000 | reduced | -7.69 | ||
| AAXJ | ishares | 0.08 | 349,749 | 42,386,000 | reduced | -5.07 | ||
| AAXJ | ishares | 0.07 | 279,709 | 36,950,000 | reduced | -2.77 | ||
| AAXJ | ishares | 0.04 | 186,835 | 19,898,000 | reduced | -6.31 | ||
| AAXJ | ishares tr | 0.04 | 361,816 | 18,536,000 | added | 4.54 | ||
| AAXJ | ishares tr | 0.03 | 288,580 | 15,168,000 | added | 4.08 | ||
| AAXJ | ishares tr | 0.03 | 242,057 | 13,763,000 | added | 4.65 | ||
| AAXJ | ishares tr | 0.02 | 161,323 | 8,569,000 | added | 3.27 | ||
| AAXJ | ishares tr | 0.01 | 137,295 | 7,307,000 | reduced | -6.64 | ||
| AAXJ | ishares tr | 0.01 | 61,327 | 5,823,000 | added | 7.44 | ||
| AAXJ | ishares | 0.00 | 61,151 | 2,511,000 | added | 1.47 | ||
| AAXJ | ishares tr | 0.00 | 20,590 | 2,442,000 | added | 7.77 | ||
| AAXJ | ishares | 0.00 | 20,297 | 1,599,000 | reduced | -25.01 | ||
| AAXJ | ishares tr | 0.00 | 13,816 | 1,474,000 | added | 0.5 | ||
| AAXJ | ishares tr | 0.00 | 17,225 | 1,370,000 | reduced | -6.77 | ||
| AAXJ | ishares tr | 0.00 | 16,302 | 1,212,000 | reduced | -9.69 | ||