13F Insight
DOSSIER · 13F-HR · Q1 2026

Betterment LLC

Betterment's holding co. based in London, UK — $53M in tracked AUM across 615 positions as of Q1 2026.

B
Betterment·London, UK·Holding Co.
CIK 0001633901 · last filed Mar 31, 2026
Total AUM
$53M
▼ 4.2%
vs prior
Holdings
615
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
Top sector
Tech
35% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

Betterment LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
VEA
VANGUARD TAX MANAGED INTL FD
$9M137.9M16.7%
02
VTI
VANGUARD INDEX FDS
$8M24.5M14.9%
03
SPYM
SPDR State Street Global Advisors
$7M91.6M13.3%
04
VWO
VANGUARD INTL EQUITY INDEX F
$3M53.4M5.5%
05
AGG
ISHARES TR
$2M23.9M4.5%
06
MUB
ISHARES TR
$2M19.6M3.9%
07
ITOT
ISHARES TR
$2M10.6M2.9%
08
SPMD
SPDR State Street Global Advisors
$1M20.2M2.3%
09
VTV
VANGUARD INDEX FDS
$954,4284.9M1.8%
10
BNDX
VANGUARD CHARLOTTE FDS
$932,19819.4M1.8%

Filing history

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