13F Filings History of Betterment LLC
- Latest 13F filing
- Q2 2026 - 14 Aug 2026
- Latest reported 13F value
- $59,125,356,000
- Largest 13F holdings
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VEA VTI SPYM VWO MUB ITOT AGG JCPB SPMD SPSM VTV BNDX
+8 more
IEFA SCHX GSLC JPST VOE VBR ESGU GBIL - Form 13F summary
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- Betterment LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Betterment LLC reported 675 equity holdings with a total reported market value of $59,125,356,000 for Q2 2026. Top reported holdings included VEA, VTI, SPYM, VWO, and MUB.
- Manager signature
- Khaley Sestak - Chief Compliance Officer
- Manager location
- New York, NY
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2026
Latest value
$59,125,356,000
Quarter delta
+$6,332,452,000
Accepted
14 Aug 2026, 14:57
Rows shown
1-25 of 47
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 675 | $59,125,356,000 | +$2,676,857,451 | -$1,754,716,665 | +$922,140,786 | VEA, VTI, SPYM, VWO, MUB | 13F-HR | 14 Aug 2026, 14:57 |
| Q1 2026 | 615 | $52,792,904,000 | +$1,836,844,511 | -$960,840,058 | +$876,004,453 | VEA, VTI, SPYM, VWO, AGG | 13F-HR | 14 May 2026, 16:01 |
| Q4 2025 | 551 | $52,488,056,000 | +$1,568,358,762 | -$577,248,671 | +$991,110,091 | VEA, VTI, SPYM, VWO, AGG | 13F-HR | 12 Feb 2026, 11:17 |
| Q3 2025 | 522 | $50,599,992,000 | +$1,654,705,118 | -$784,765,552 | +$869,939,566 | VTI, VEA, SPLG, VWO, AGG | 13F-HR | 13 Nov 2025, 15:17 |
| Q2 2025 | 497 | $46,961,361,000 | +$2,255,702,366 | -$773,407,399 | +$1,482,294,967 | VTI, VEA, SPLG, VWO, AGG | 13F-HR | 14 Aug 2025, 16:12 |
| Q1 2025 | 458 | $42,152,584,000 | +$1,775,606,140 | -$1,302,091,938 | +$473,514,202 | VTI, VEA, SPLG, VWO, AGG | 13F-HR | 15 May 2025, 15:02 |
| Q4 2024 | 444 | $41,946,869,000 | +$2,436,400,559 | -$557,969,906 | +$1,878,430,653 | VTI, VEA, SPLG, VWO, MUB | 13F-HR | 14 Feb 2025, 13:47 |
| Q3 2024 | 421 | $41,898,756,000 | +$1,443,082,241 | -$517,301,306 | +$925,780,935 | VTI, VEA, SPLG, VWO, AGG | 13F-HR | 14 Nov 2024, 11:35 |
| Q2 2024 | 392 | $38,600,514,000 | +$2,179,651,159 | -$1,056,073,853 | +$1,123,577,306 | VTI, VEA, SPLG, VWO, AGG | 13F-HR | 14 Aug 2024, 08:40 |
| Q1 2024 | 352 | $37,272,504,000 | +$5,511,708,423 | -$4,798,532,202 | +$713,176,221 | VTI, VEA, VWO, SPLG, AGG | 13F-HR | 10 May 2024, 09:41 |
| Q4 2023 | 313 | $34,732,125,000 | +$727,989,786 | -$280,856,345 | +$447,133,441 | VTI, VEA, VWO, BNDX, VTV | 13F-HR | 09 Feb 2024, 14:35 |
| Q3 2023 | 296 | $31,573,973,000 | +$695,776,461 | -$174,010,104 | +$521,766,357 | VTI, VEA, VWO, BNDX, VTV | 13F-HR | 09 Nov 2023, 14:05 |
| Q2 2023 | 281 | $32,274,764,000 | +$708,127,571 | -$296,299,675 | +$411,827,896 | VTI, VEA, VWO, BNDX, VTV | 13F-HR | 07 Aug 2023, 11:33 |
| Q1 2023 | 265 | $30,847,460,000 | +$710,950,362 | -$178,131,315 | +$532,819,047 | VTI, VEA, VWO, BNDX, VTV | 13F-HR | 15 May 2023, 11:08 |
| Q4 2022 | 252 | $29,154,000,000 | +$1,604,353,495 | -$553,366,343 | +$1,050,987,152 | VTI, VEA, VWO, VTV, BNDX | 13F-HR | 13 Feb 2023, 12:03 |
| Q3 2022 | 223 | $27,959,771,000 | $0 | $0 | $0 | VTI, VEA, VWO, BNDX, VTV | 13F-HR | 14 Nov 2022, 10:42 |
| Q2 2022 | 223 | $27,960,085,000 | +$881,628,850 | -$425,366,936 | +$456,261,914 | VTI, VEA, VWO, BNDX, VTV | 13F-HR | 10 Aug 2022, 09:54 |
| Q1 2022 | 224 | $31,430,792,000 | +$1,630,107,907 | -$528,357,884 | +$1,101,750,023 | VTI, VEA, VWO, VTV, BNDX | 13F-HR | 16 May 2022, 12:07 |
| Q4 2021 | 202 | $32,116,576,000 | +$1,363,427,017 | -$205,651,317 | +$1,157,775,700 | VTI, VEA, VWO, VTV, BNDX | 13F-HR | 14 Feb 2022, 18:24 |
| Q3 2021 | 184 | $29,912,783,000 | +$1,302,873,667 | -$210,060,674 | +$1,092,812,993 | VTI, VEA, VWO, BNDX, VTV | 13F-HR | 15 Nov 2021, 11:16 |
| Q2 2021 | 163 | $29,354,863,000 | +$1,846,400,419 | -$290,531,324 | +$1,555,869,095 | VTI, VEA, VWO, VTV, BNDX | 13F-HR | 10 Aug 2021, 10:01 |
| Q1 2021 | 133 | $26,558,370,000 | +$1,826,252,570 | -$255,702,807 | +$1,570,549,763 | VTI, VEA, VWO, VTV, BNDX | 13F-HR | 01 Jun 2021, 15:19 |
| Q4 2020 | 125 | $23,861,635,000 | +$1,309,124,010 | -$212,818,026 | +$1,096,305,984 | VTI, VEA, VWO, BNDX, VTV | 13F-HR | 11 Feb 2021, 18:44 |
| Q3 2020 | 112 | $20,369,368,000 | +$737,199,622 | -$177,442,640 | +$559,756,982 | VTI, VEA, VWO, BNDX, VTV | 13F-HR | 10 Nov 2020, 17:20 |
| Q2 2020 | 115 | $18,790,927,000 | +$1,206,958,537 | -$819,436,006 | +$387,522,531 | VTI, VEA, VWO, BNDX, VTV | 13F-HR | 11 Aug 2020, 12:35 |