Betterment
Betterment reported 675 stocks worth $59.1M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are VEA (16.7%), VTI (15.0%) and SPYM (14.6%). Compared with Q1 2026, the fund added to VEA, SPYM and VWO, trimmed VTI, ITOT and AGG and sold out of EUSB, NACP and GHYB.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VEA Vanguard Tax-Managed Fds | $9.9M | 16.7% | 139M | +796K (+1%) | 8 of 8 | |
| 2 |  VTI Vanguard Total Stock Market ETF | $8.9M | 15.0% | 23.9M | −581K (−2%) | 8 of 8 | |
| 3 |  SPYM Spdr Series Trust | $8.6M | 14.6% | 97.9M | +6.3M (+7%) | 8 of 8 | |
| 4 |  VWO Vanguard Intl Equity Index F | $3.2M | 5.4% | 53.9M | +510K (+1%) | 8 of 8 | |
| 5 |  MUB Ishares TR | $2.3M | 3.8% | 21M | +1.5M (+7%) | 8 of 8 | |
| 6 |  ITOT Ishares TR | $1.7M | 2.9% | 10.3M | −280K (−3%) | 8 of 8 | |
| 7 |  AGG Ishares TR | $1.5M | 2.6% | 15.6M | −8.3M (−35%) | 8 of 8 | |
| 8 |  JCPB J P Morgan Exchange Traded F | $1.3M | 2.3% | 28.4M | +22.2M (+356%) | 8 of 8 | |
| 9 |  SPMD State Street | $1.3M | 2.2% | 18.9M | −1.3M (−7%) | 8 of 8 | |
| 10 |  SPSM State Street | $1.1M | 1.9% | 19.2M | +162K (+1%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 EUSB Ishares TR | $1K | 24K |
 NACP Tidal Trust III | $531 | 11K |
 GHYB Goldman Sachs Access Hghyld Bnd ETF | $335 | 7,524 |
 PFEB Innovator Etfs Trust | $291 | 7,267 |
 WTMF Wisdomtree TR | $288 | 7,251 |
🔒 Free account: see all 16.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 14, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Betterment 13F FAQ
What does Betterment own?
Betterment reported 675 stocks worth $59.1M in its 13F filing for Q2 2026, filed Aug 14, 2026. Its largest holdings are VEA (16.7%), VTI (15.0%) and SPYM (14.6%). The table above lists every position in the filing (the top 10 without an account).
What did Betterment buy and sell in Q2 2026?
Compared with Q1 2026: 76 new positions, 407 added to, 185 trimmed and 16 sold out. It sold all of EUSB, NACP and GHYB.
When will Betterment file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Betterment's portfolio worth?
The Q2 2026 filing reports $59.1M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.