Betterment LLC
•CIK: 1633901•Filing: Q4 2025
Betterment LLC, a prominent robo-advisor with $52.5B in assets under management, maintains a diversified portfolio with top holdings in VEA, VTI, and SPYM, reflecting a focus on broad market exposure. Recently, the fund has made notable moves by adding BINC and GOOG, with significant gains, while exiting positions in FALN and EMHY, indicating a strategic shift towards high-growth tech and biotech sectors.
Total AUM
$52.5B
QoQ Performance
+3.7%
Positions
177
Top 10 Concentration
69.1%
Latest Filing
Q4 2025
Top Holdings Allocation
VEA
VTI
SPYM
VWO
VEA16.5%
VTI16.1%
SPYM12.8%
VWO5.5%
AGG5.0%
MUB3.9%
ITOT3.0%
SPMD2.3%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other99.4%
ETF0.6%
Technology0.0%
🚪 Exited Positionssold since Q3 2025
+319 more exited positions
Changes from Q3 2025
NEW2 new positions
↑141 increased
↓57 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022