Betterment LLC

CIK 1633901

13F filing for Q2 2026・No. 187

Holdings: US$59.13B
Quarter change: +US$6.33B
Entries: 675
Net bought (estimate): +US$701.71M

This quarter was filed in thousands of dollars (dollars are required since 2023); multiplied by 1,000 here.

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

New 76
Sold out 16
Cut 188
Added 410
Corporate actions 0
Unchanged 1

Largest holdings

675 stocks worth US$59.13B, options and bonds left out.

Stock	This quarter	Shares	Value	Weight
VANGUARD TAX MANAGED INTL FDVAN FTSE DEV MKT	Added	138,727,174	US$9.88B	16.72%
VANGUARD INDEX FDSTOTAL STK MKT	Cut	23,945,511	US$8.86B	14.99%
SPDR State Street Global AdvisorsSTATE STREET SPD	Added	97,881,145	US$8.6B	14.55%
VWOVANGUARD INTL EQUITY INDEX FFTSE EMR MKT ETF	Added	53,881,853	US$3.22B	5.44%
MUBISHARES TRNATIONAL MUN ETF	Added	21,039,515	US$2.26B	3.83%
ISHARES TRCORE S&P TTL STK	Cut	10,338,360	US$1.7B	2.87%
ISHARES TRCORE US AGGBD ET	Cut	15,621,139	US$1.55B	2.62%
J P MORGAN EXCHANGE TRADEDCORE PLUS BD ETF	Added	28,416,622	US$1.33B	2.26%
SPDR State Street Global AdvisorsSTATE STREET SPD	Cut	18,865,773	US$1.27B	2.16%
SPDR State Street Global AdvisorsSTATE STREET SPD	Added	19,180,838	US$1.11B	1.87%

Filings

The quarter's original 13F filings (SEC).

13F-HRFiled August 14, 2026SEC ↗

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.