Betterment LLC
All 13F Filings
- Location
- New York, NY
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 52,488,056
- Description
- New York New York based public retirement investment institution with a manager led operating structure and a pragmatic and allocation disciplined investment mandate. The approach emphasizes active stewardship and governance oversight, credit underwriting and duration control, and asset liability coordination for public service related mandates. Execution standards emphasize measured risk, governance alignment, and durable portfolio outcomes through execution path consistency and mandate calibration.
- Website
- https://www.betterment.com/
- Founded
- 2008
- Chairman
- —
- CEO
- Sarah Levy
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/12/2026 | 551 | 52,488,056 | 13F-HR | Betterment LLC |
| Q3 2025 | 11/13/2025 | 522 | 50,599,992 | 13F-HR | Betterment LLC |
| Q2 2025 | 8/14/2025 | 497 | 46,961,361 | 13F-HR | Betterment LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 39.2 M | 74.7% | 1.508 M | 0 | 1.508 M |
| ETFs | 12.46 M | 23.7% | 460.4 K | 0 | 460.4 K |
| Debt | 144.8 K | 0.3% | 2.575 K | 0 | 2.575 K |
| Other | 662.4 K | 1.3% | 0 | 86.04 K | -86.04 K |
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Fund Snapshot
Q4 2025
Latest filed
2/12/2026
Total value ($000)
52,488,056
Holdings
551
QoQ value change ($000)
1,888,064
(3.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.