Betterment
$59.1B 13F equity value
692 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Betterment covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| VEA | VANGUARD TAX MANAGED INTL FD | 138,727,174 | $9.9B | 16.7% |
| VTI | VANGUARD INDEX FDS | 23,945,511 | $8.9B | 15.0% |
| SPYM | SPDR State Street Global Advisors | 97,881,145 | $8.6B | 14.5% |
| VWO | VANGUARD INTL EQUITY INDEX F | 53,881,853 | $3.2B | 5.4% |
| MUB | ISHARES TR | 21,039,515 | $2.3B | 3.8% |
| ITOT | ISHARES TR | 10,338,360 | $1.7B | 2.9% |
| AGG | ISHARES TR | 15,621,139 | $1.5B | 2.6% |
| JCPB | J P MORGAN EXCHANGE TRADED | 28,416,622 | $1.3B | 2.3% |
| SPMD | SPDR State Street Global Advisors | 18,865,773 | $1.3B | 2.2% |
| SPSM | SPDR State Street Global Advisors | 19,180,838 | $1.1B | 1.9% |
Track Betterment's 13F portfolio: $59.1B in reported holdings, 692 positions. Top holdings and quarterly changes on SentiSense.
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