Betterment LLC

Q1 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
3/31/2026
Date filed
5/14/2026
Form type
13F-HR
Num holdings
615
Total value ($000)
$52,792,904
Net value change ($000)
+304,848 (0.6%)
New positions
83
Sold out positions
19
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SPYM 307,864 4.6%
JCPB 288,430 5658.8%
SCHX 244,904 50.1%
VEA 180,991 2.1%
VWOB 60,240 19.2%
SPDW 48,071 14.6%
MUB 44,771 2.2%
SPSM 40,019 4.6%
VOO 32,531 16.6%
GBIL 25,210 4.3%
Top Reduces (Value $000, Stocks/ETFs)
VTI -570,861 -6.8%
AGG -249,311 -9.5%
ITOT -75,825 -4.8%
GSLC -73,093 -9.2%
EMB -65,334 -11.4%
SCHB -29,261 -6.9%
TFI -29,084 -5.3%
SPMD -28,662 -2.3%
IEFA -21,077 -2.5%
IBIT -15,510 -26.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type