StockDriftsStockDriftsTop 50 Betterment LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX MANAGED INTL FD | 16.72% | 138.73M | $9.88B | +0.58%(+796.38K) | $44.12(+67.76%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 14.99% | 23.95M | $8.86B | -2.37%(-581.20K) | $141.16(+171.58%) | 2026-06-30 | |
| SPYM | SPDR State Street Global Advisors | 14.55% | 97.88M | $8.60B | +6.83%(+6.25M) | $66.83(+36.56%) | 2026-06-30 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 5.44% | 53.88M | $3.22B | +0.96%(+510.13K) | $47.75(+26.45%) | 2026-06-30 | |
| MUB | ISHARES TR | 3.83% | 21.04M | $2.26B | +7.43%(+1.46M) | $108.80(-2.82%) | 2026-06-30 | |
| ITOT | ISHARES TR | 2.87% | 10.34M | $1.70B | -2.63%(-279.57K) | $73.35(+131.53%) | 2026-06-30 | |
| AGG | ISHARES TR | 2.62% | 15.62M | $1.55B | -34.65%(-8.28M) | $102.41(-4.89%) | 2026-06-30 | |
| JCPB | J P MORGAN EXCHANGE TRADED | 2.26% | 28.42M | $1.33B | +355.79%(+22.18M) | $46.99(-1.66%) | 2026-06-30 | |
| SPMD | SPDR State Street Global Advisors | 2.16% | 18.87M | $1.27B | -6.60%(-1.33M) | $51.98(+32.35%) | 2026-06-30 | |
| SPSM | SPDR State Street Global Advisors | 1.87% | 19.18M | $1.11B | +0.85%(+161.87K) | $42.97(+35.67%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +13.41% | +45.86% | +5.97% | +33.65% |
| Top 20 Holdings Unweighted | +10.85% | +36.22% | +4.58% | +25.08% |
Betterment LLC reports $59.13B in US-listed equity holdings across 675 positions in its most recent 13F filing. Its largest disclosed positions are VEA (16.7%), VTI (15.0%) and SPYM (14.6%). The top 20 holdings account for 80.66% of reported assets. Its disclosed equity book has returned +45.86% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Betterment LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1633901). View Betterment LLC’s 13F filings on SEC