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Betterment LLC

13F filer · CIK 0001633901
Reported Aug 14, 2026
Net seller this quarter
13F portfolio value$59.1BU.S. long equity reported on 13F
Positions15435 new · 6 closed
Net flow last quarter-$89MBuys minus sells
Top 10 positions weight3.7%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Aug 14, 2026154 positions
SPMDSupermedia Inc.$1.27B2.16%Not reported-6.6%Q2 2024
CRBNHeritage Global Inc.$330M0.56%Not reported+0.4%Q4 2020
IWSImageware Systems Inc$228M0.39%Not reported-6.2%Q4 2014
SPYXSmartpay Express, Inc.$121M0.20%Not reported+0.5%Q1 2022
BSVNBank7 Corp.$51.7M0.09%6.97%+5.6%Q4 2016
QQQInvesco QQQ Trust, Series 1$43.7M0.07%Not reported-10.9%Q4 2020
SUSASouthern USA Resources Inc.$41.8M0.07%Not reported-3.1%Q3 2017
IBITiShares Bitcoin Trust ETF$35.6M0.06%0.07%-6.2%Q2 2024
VOTVan Kampen Municipal Opportunity Trust II$25.9M0.04%Not reported-6.6%Q3 2017
COMBCommunity Bancshares Inc$19.2M0.03%Not reported+1.0%Q2 2019
SPYSPDR S&P 500 ETF Trust$17.5M0.03%Not reported+5.9%Q2 2019
DFAXGulf Resources, Inc.$14M0.02%Not reported+2.0%Q3 2021
AAPLApple Inc.$12.6M0.02%0.00%+21.2%Q2 2024
BTCGrayscale Bitcoin Mini Trust ETF$10M0.02%0.32%+41.3%Q1 2026
NVDANvidia Corp$8.88M0.02%0.00%+44.9%Q2 2024
ETHAiShares Ethereum Trust ETF$7.09M0.01%0.14%-8.2%Q1 2025
SHEShengkai Innovations, Inc.$6.06M0.01%Not reported+0.2%Q2 2021
GLDSPDR Gold Trust$5.79M0.01%0.00%+2.2%Q2 2023
GOOGAlphabet Inc.$5.39M0.01%Not reported+14.7%Q2 2024
AMZNAmazon Com Inc$4.95M0.01%0.00%+19.2%Q2 2024
MSFTMicrosoft Corp$4.94M0.01%0.00%+20.9%Q2 2024
VYMDelaware Investments Minnesota Municipal Income Fund III Inc$4.8M0.01%Not reported+2.4%Q2 2016
TSLATesla, Inc.$4.27M0.01%0.00%+20.3%Q3 2025
GOOGLAlphabet Inc.$3.97M0.01%0.00%+10.9%Q1 2025
BITBBitwise Bitcoin ETF$3.55M0.01%0.17%+1.9%Q2 2024
MUMicron Technology Inc$3.29M0.01%0.00%+47.5%Q1 2026
COSTCostco Wholesale Corp$3.23M0.01%0.00%+61.9%Q1 2025
PCYNProcyon Corp$2.69M0.00%1.53%+35.2%Q2 2018
SMHMarket Vectors ETF Trust$2.63M0.00%Not reported+62.4%Q2 2024
FNDFSchwab Strategic Trust$2.48M0.00%Not reported+2.3%Q2 2019
SPCXSpace Exploration Technologies Corp$2.39M0.00%Not reportedNewQ2 2026
IAUIshares Gold Trust$2.34M0.00%0.00%+16.6%Q2 2020
AVGOBroadcom Inc.$2.33M0.00%0.00%+59.3%Q1 2025
BRK.BBerkshire Hathaway Inc$2.08M0.00%Not reported+15.0%Q1 2025
PULSPulse Electronics Corp$2.07M0.00%0.24%+2.9%Q2 2024
AMDAdvanced Micro Devices Inc$1.82M0.00%0.00%+6.7%Q4 2025
ETHGrayscale Ethereum Staking Mini ETF$1.8M0.00%0.12%+119.3%Q1 2026
VZVerizon Communications Inc$1.76M0.00%0.00%+577.6%Q1 2026
IDEVEndo Pharmaceuticals Solutions Inc.$1.67M0.00%Not reported+26.4%Q2 2021
GLDMWorld Gold Trust$1.64M0.00%0.01%+14.0%Q2 2021
INTCIntel Corp$1.63M0.00%0.00%+77.3%Q2 2024
VETZTidal ETF Trust$1.62M0.00%Not reported+9.8%Q1 2025
ETHWBitwise Ethereum ETF$1.6M0.00%0.95%+4.6%Q1 2025
GSGoldman Sachs Group Inc$1.55M0.00%0.00%+2.6%Q2 2024
CFITCantor Fitzgerald Income Trust, Inc.$1.53M0.00%Not reported+0.6%Q2 2025
AVIVAviv REIT, Inc.$1.46M0.00%0.04%+26.4%Q2 2025
METAMeta Platforms, Inc.$1.45M0.00%Not reported+23.8%Q1 2025
GRNBGreen Bankshares, Inc.$1.42M0.00%Not reported+38.8%Q3 2025
EMXCEmax Holdings Corp$1.4M0.00%Not reported-6.6%Q2 2024
SLViShares Silver Trust$1.4M0.00%0.00%-15.8%Q2 2024
Q1 2026Reported May 14, 2026125 positions
SPMDSupermedia Inc.$1.2B2.27%Not reported-4.5%Q2 2024
CRBNHeritage Global Inc.$290M0.55%Not reported-0.2%Q4 2020
IWSImageware Systems Inc$216M0.41%Not reported-4.6%Q4 2014
SPYXSmartpay Express, Inc.$105M0.20%Not reported+1.6%Q1 2022
BSVNBank7 Corp.$49.3M0.09%6.60%+2.3%Q4 2016
IBITiShares Bitcoin Trust ETF$43.8M0.08%0.08%-4.6%Q2 2024
QQQInvesco QQQ Trust, Series 1$38.5M0.07%Not reported-3.6%Q4 2020
SUSASouthern USA Resources Inc.$37M0.07%Not reported-2.8%Q3 2017
VOTVan Kampen Municipal Opportunity Trust II$23.3M0.04%Not reported+4.9%Q3 2017
COMBCommunity Bancshares Inc$20.7M0.04%Not reported+19.3%Q2 2019
IGLBBimergen Energy Corp$14.4M0.03%Not reported+5.5%Q1 2018
SPYSPDR S&P 500 ETF Trust$14.4M0.03%Not reported+13.8%Q2 2019
DFAXGulf Resources, Inc.$12.7M0.02%Not reported+0.4%Q3 2021
ETHAiShares Ethereum Trust ETF$10.3M0.02%0.15%-27.1%Q1 2025
AAPLApple Inc.$9.12M0.02%0.00%+10.3%Q2 2024
BTCGrayscale Bitcoin Mini Trust ETF$8.18M0.02%0.24%NewQ1 2026
GLDSPDR Gold Trust$6.62M0.01%0.00%+21.6%Q2 2023
NVDANvidia Corp$5.34M0.01%0.00%+57.5%Q2 2024
SHEShengkai Innovations, Inc.$5.01M0.01%Not reported+3.2%Q2 2021
VYMDelaware Investments Minnesota Municipal Income Fund III Inc$4.39M0.01%Not reported+9.7%Q2 2016
MSFTMicrosoft Corp$4.06M0.01%0.00%+35.1%Q2 2024
BITBBitwise Bitcoin ETF$4.02M0.01%0.16%+38.6%Q2 2024
GOOGAlphabet Inc.$3.82M0.01%Not reported+21.5%Q2 2024
AMZNAmazon Com Inc$3.63M0.01%0.00%+41.7%Q2 2024
TSLATesla, Inc.$3.14M0.01%0.00%+127.9%Q3 2025
GOOGLAlphabet Inc.$2.88M0.01%0.00%+36.4%Q1 2025
IAUIshares Gold Trust$2.34M0.00%0.00%+18.7%Q2 2020
FNDFSchwab Strategic Trust$2.25M0.00%Not reported+9.3%Q2 2019
COSTCostco Wholesale Corp$2.12M0.00%0.00%+19.4%Q1 2025
SLViShares Silver Trust$2.11M0.00%0.01%+60.0%Q2 2024
ETHWBitwise Ethereum ETF$2.03M0.00%0.93%+8.8%Q1 2025
PULSPulse Electronics Corp$2.01M0.00%0.23%+13.3%Q2 2024
PCYNProcyon Corp$1.92M0.00%1.13%+30.8%Q2 2018
BRK.BBerkshire Hathaway Inc$1.73M0.00%Not reported+73.2%Q1 2025
GLDMWorld Gold Trust$1.68M0.00%0.01%+98.7%Q2 2021
VETZTidal ETF Trust$1.49M0.00%Not reported+2.9%Q1 2025
CFITCantor Fitzgerald Income Trust, Inc.$1.45M0.00%Not reported-0.2%Q2 2025
SIVRabrdn Silver ETF Trust$1.43M0.00%0.03%+85.5%Q2 2023
FBTCFidelity Wise Origin Bitcoin Fund$1.27M0.00%0.01%+29.3%Q1 2025
GSGoldman Sachs Group Inc$1.27M0.00%0.00%+144.3%Q2 2024
IDEVEndo Pharmaceuticals Solutions Inc.$1.24M0.00%Not reported+10.9%Q2 2021
AVGOBroadcom Inc.$1.2M0.00%0.00%+67.0%Q1 2025
METAMeta Platforms, Inc.$1.19M0.00%Not reported+63.1%Q1 2025
EMXCEmax Holdings Corp$1.16M0.00%Not reported-0.5%Q2 2024
DIASPDR Dow Jones Industrial Average ETF Trust$1.15M0.00%Not reported+10.7%Q3 2025
WMTWalmart Inc.$1.13M0.00%0.00%+11.1%Q2 2024
AVIVAviv REIT, Inc.$1.12M0.00%0.03%+197.3%Q2 2025
SGOLabrdn Gold ETF Trust$1.1M0.00%0.01%-16.1%Q3 2018
ETHGrayscale Ethereum Staking Mini ETF$1.08M0.00%0.06%NewQ1 2026
ORCLOracle Corp$1.05M0.00%0.00%+18.0%Q2 2025
Q4 2025Reported Feb 12, 202695 positions
SPMDSupermedia Inc.$1.22B2.33%Not reported+5.1%Q2 2024
CRBNHeritage Global Inc.$301M0.57%Not reported+0.9%Q4 2020
IWSImageware Systems Inc$219M0.42%Not reported-2.8%Q4 2014
SPYXSmartpay Express, Inc.$109M0.21%Not reported+0.3%Q1 2022
IBITiShares Bitcoin Trust ETF$59.3M0.11%0.08%+10.1%Q2 2024
BSVNBank7 Corp.$48.4M0.09%6.49%+2.3%Q4 2016
QQQInvesco QQQ Trust, Series 1$42.5M0.08%Not reported-1.9%Q4 2020
SUSASouthern USA Resources Inc.$40.1M0.08%Not reported-2.9%Q3 2017
VOTVan Kampen Municipal Opportunity Trust II$24.1M0.05%Not reported+2.2%Q3 2017
ETHAiShares Ethereum Trust ETF$20M0.04%0.17%+3.4%Q1 2025
COMBCommunity Bancshares Inc$13.9M0.03%Not reported+7.0%Q2 2019
IGLBBimergen Energy Corp$13.9M0.03%Not reported+18.4%Q1 2018
SPYSPDR S&P 500 ETF Trust$13.2M0.03%Not reported+17.0%Q2 2019
DFAXGulf Resources, Inc.$12.2M0.02%Not reported+0.7%Q3 2021
AAPLApple Inc.$8.85M0.02%0.00%+8.4%Q2 2024
GLDSPDR Gold Trust$5.02M0.01%0.00%+43.6%Q2 2023
SHEShengkai Innovations, Inc.$5.01M0.01%Not reported+0.7%Q2 2021
MSFTMicrosoft Corp$3.93M0.01%0.00%+19.7%Q2 2024
VYMDelaware Investments Minnesota Municipal Income Fund III Inc$3.88M0.01%Not reported+3.2%Q2 2016
BITBBitwise Bitcoin ETF$3.75M0.01%0.11%+2.4%Q2 2024
NVDANvidia Corp$3.63M0.01%0.00%+61.6%Q2 2024
GOOGAlphabet Inc.$3.44M0.01%Not reported+58.9%Q2 2024
GRNBGreen Bankshares, Inc.$2.92M0.01%Not reported+1.1%Q3 2025
AMZNAmazon Com Inc$2.84M0.01%0.00%+89.0%Q2 2024
ETHWBitwise Ethereum ETF$2.65M0.01%0.77%+0.6%Q1 2025
GOOGLAlphabet Inc.$2.3M0.00%0.00%+54.8%Q1 2025
FNDFSchwab Strategic Trust$1.9M0.00%Not reported-4.9%Q2 2019
IAUIshares Gold Trust$1.82M0.00%0.00%+22.1%Q2 2020
PULSPulse Electronics Corp$1.78M0.00%0.20%+3.5%Q2 2024
TSLATesla, Inc.$1.67M0.00%0.00%+255.8%Q3 2025
COSTCostco Wholesale Corp$1.54M0.00%0.00%+46.9%Q1 2025
PCYNProcyon Corp$1.52M0.00%0.87%-30.9%Q2 2018
CFITCantor Fitzgerald Income Trust, Inc.$1.47M0.00%Not reported+2.2%Q2 2025
VETZTidal ETF Trust$1.45M0.00%Not reported+8.0%Q1 2025
FBTCFidelity Wise Origin Bitcoin Fund$1.27M0.00%0.01%+88.2%Q1 2025
SLViShares Silver Trust$1.25M0.00%0.00%+44.8%Q2 2024
SGOLabrdn Gold ETF Trust$1.21M0.00%0.02%+64.4%Q3 2018
ORCLOracle Corp$1.18M0.00%0.00%+30.7%Q2 2025
IDEVEndo Pharmaceuticals Solutions Inc.$1.11M0.00%Not reported+27.6%Q2 2021
DIASPDR Dow Jones Industrial Average ETF Trust$1.08M0.00%Not reported+17.5%Q3 2025
EMXCEmax Holdings Corp$1.07M0.00%Not reported-1.5%Q2 2024
BRK.BBerkshire Hathaway Inc$1.05M0.00%Not reported+46.9%Q1 2025
WMTWalmart Inc.$914K0.00%0.00%+12.4%Q2 2024
RKLBRocket Lab Corp$858K0.00%0.00%NewQ4 2025
METAMeta Platforms, Inc.$843K0.00%Not reported+85.1%Q1 2025
SCZNXG NextGen Infrastructure Income Fund$820K0.00%Not reported+1.4%Q3 2017
AVGOBroadcom Inc.$803K0.00%0.00%+37.3%Q1 2025
SPTSSports Media Inc$797K0.00%Not reported+4.9%Q4 2022
GLDMWorld Gold Trust$780K0.00%0.00%Not reportedQ2 2021
JPMJPMorgan Chase & Co$748K0.00%0.00%+15.7%Q1 2025
Q3 2025Reported Nov 13, 202588 positions
SPMDSupermedia Inc.$1.15B2.27%Not reported+5.1%Q2 2024
CRBNHeritage Global Inc.$293M0.58%Not reported+0.5%Q4 2020
IWSImageware Systems Inc$223M0.44%Not reported-2.7%Q4 2014
SPYXSmartpay Express, Inc.$106M0.21%Not reported0.0%Q1 2022
IBITiShares Bitcoin Trust ETF$70.6M0.14%0.08%+22.9%Q2 2024
BSVNBank7 Corp.$47.4M0.09%6.35%+5.3%Q4 2016
QQQInvesco QQQ Trust, Series 1$42.3M0.08%Not reported-4.1%Q4 2020
SUSASouthern USA Resources Inc.$40.2M0.08%Not reported-3.4%Q3 2017
ETHAiShares Ethereum Trust ETF$27.2M0.05%0.22%+10.9%Q1 2025
VOTVan Kampen Municipal Opportunity Trust II$24.8M0.05%Not reported+1.9%Q3 2017
COMBCommunity Bancshares Inc$13.5M0.03%Not reported+12.0%Q2 2019
IGLBBimergen Energy Corp$12M0.02%Not reported-13.0%Q1 2018
DFAXGulf Resources, Inc.$11.6M0.02%Not reported-0.8%Q3 2021
SPYSPDR S&P 500 ETF Trust$11.1M0.02%Not reported+8.3%Q2 2019
AAPLApple Inc.$7.65M0.02%0.00%-4.1%Q2 2024
SHEShengkai Innovations, Inc.$4.8M0.01%Not reported+0.9%Q2 2021
BITBBitwise Bitcoin ETF$4.79M0.01%0.10%+3.3%Q2 2024
VYMDelaware Investments Minnesota Municipal Income Fund III Inc$3.69M0.01%Not reported+9.9%Q2 2016
ETHWBitwise Ethereum ETF$3.69M0.01%0.74%-1.9%Q1 2025
MSFTMicrosoft Corp$3.51M0.01%0.00%+8.7%Q2 2024
GLDSPDR Gold Trust$3.13M0.01%0.00%+36.2%Q2 2023
GRNBGreen Bankshares, Inc.$2.9M0.01%Not reportedNewQ3 2025
NVDANvidia Corp$2.25M0.00%0.00%-1.6%Q2 2024
PCYNProcyon Corp$2.19M0.00%1.25%-13.8%Q2 2018
FNDFSchwab Strategic Trust$1.9M0.00%Not reported-0.3%Q2 2019
PULSPulse Electronics Corp$1.73M0.00%0.20%+6.0%Q2 2024
GOOGAlphabet Inc.$1.68M0.00%Not reported+9.4%Q2 2024
CFITCantor Fitzgerald Income Trust, Inc.$1.43M0.00%Not reported+19.1%Q2 2025
AMZNAmazon Com Inc$1.43M0.00%0.00%+7.9%Q2 2024
VETZTidal ETF Trust$1.34M0.00%Not reported+9.1%Q1 2025
IAUIshares Gold Trust$1.33M0.00%0.00%+88.5%Q2 2020
ORCLOracle Corp$1.3M0.00%0.00%+97.3%Q2 2025
GOOGLAlphabet Inc.$1.15M0.00%0.00%+1.3%Q1 2025
COSTCostco Wholesale Corp$1.13M0.00%0.00%+13.1%Q1 2025
EMXCEmax Holdings Corp$1.01M0.00%Not reported+1.5%Q2 2024
DIASPDR Dow Jones Industrial Average ETF Trust$886K0.00%Not reportedNewQ3 2025
FBTCFidelity Wise Origin Bitcoin Fund$883K0.00%0.00%+38.0%Q1 2025
IDEVEndo Pharmaceuticals Solutions Inc.$843K0.00%Not reported+19.3%Q2 2021
SCZNXG NextGen Infrastructure Income Fund$800K0.00%Not reported+1.9%Q3 2017
SPTSSports Media Inc$761K0.00%Not reported+9.3%Q4 2022
WMTWalmart Inc.$752K0.00%0.00%-3.4%Q2 2024
TXNTexas Instruments Inc$719K0.00%0.00%+0.6%Q2 2024
BRK.BBerkshire Hathaway Inc$713K0.00%Not reported+66.4%Q1 2025
SGOLabrdn Gold ETF Trust$660K0.00%0.01%+3.2%Q3 2018
AZOAutozone Inc$652K0.00%0.00%-1.3%Q2 2024
JPMJPMorgan Chase & Co$633K0.00%0.00%+1.9%Q1 2025
HDHome Depot, Inc.$598K0.00%0.00%+5.3%Q2 2024
SMHMarket Vectors ETF Trust$576K0.00%Not reported-4.8%Q2 2024
SLViShares Silver Trust$566K0.00%0.00%+7.0%Q2 2024
AVGOBroadcom Inc.$558K0.00%0.00%+13.8%Q1 2025
Premium opens every quarter this fund has filed

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