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

Betterment LLC

$52.8B in tracked AUM across 615 positions as of Q1 2026.

BL
CIK 0001633901 · last filed Mar 31, 2026
Total AUM
$52.8B
as of Q1 2026
Holdings
615
—
positions
Whale Score
75
75
strong
Activity
—
no data
changes this Q
AI Analysis · 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
$8.8B137.9M16.7%02
VTI
VANGUARD INDEX FDS
$7.9B24.5M14.9%03
SPYM
SPDR State Street Global Advisors
$7.0B91.6M13.3%04
VWO
VANGUARD INTL EQUITY INDEX F
$2.9B53.4M5.5%05
AGG
ISHARES TR
$2.4B23.9M4.5%06
MUB
ISHARES TR
$2.1B19.6M3.9%07
ITOT
ISHARES TR
$1.5B10.6M2.9%08
SPMD
SPDR State Street Global Advisors
$1.2B20.2M2.3%09
VTV
VANGUARD INDEX FDS
$954M4.9M1.8%10
BNDX
VANGUARD CHARLOTTE FDS
$932M19.4M1.8%

Filing history

2026Q1Mar 31
$52.8B▲ 0.6%
615 positionsView →2025Q4Dec 31
$52.5B▲ 3.7%
551 positionsView →2025Q3Sep 30
$50.6B▲ 7.7%
522 positionsView →2025Q2Jun 30
$47.0B▲ 11.4%
497 positionsLocked2025Q1Mar 31
$42.2B▲ 0.5%
458 positionsLocked2024Q4Dec 31
$41.9B▲ 0.1%
444 positionsLocked2024Q3Sep 30
$41.9B▲ 8.5%
421 positionsLocked2024Q2Jun 30
$38.6B▲ 3.6%
392 positionsLocked2024Q1Mar 31
$37.3B▲ 7.3%
352 positionsLocked2023Q4Dec 31
$34.7B▲ 10.0%
313 positionsLocked2023Q3Sep 30
$31.6B▼ 2.2%
296 positionsLocked2023Q2Jun 30
$32.3B▲ 4.5%
281 positionsLocked
Showing 12 of 43