Betterment LLC
Betterment LLC reported 675 holdings worth US$59.1M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Betterment LLC reported 675 holdings worth US$59.1M as of Jun 30, 2026. Largest: Apple Inc, Alphabet Inc (google) Class C and Nvidia Corporation. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 675
- Value as reported
- US$59.1M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 43,524 | US$12.6M | 21.3% |
| Alphabet Inc (google) Class C | 26,183 | US$9.36M | 15.8% |
| Nvidia Corporation | 44,365 | US$8.88M | 15.0% |
| Amazon.com, Inc. | 20,765 | US$4.95M | 8.4% |
| Microsoft Corp. | 13,255 | US$4.94M | 8.4% |
| Tesla, Inc. | 10,158 | US$4.27M | 7.2% |
| Micron Technology, Inc. | 2,849 | US$3.29M | 5.6% |
| Costco Wholesale Corporation | 3,451 | US$3.23M | 5.5% |
| Space Exploration Technologies Corp | 13,978 | US$2.39M | 4.0% |
| Broadcom Inc. | 6,173 | US$2.33M | 3.9% |
| Berkshire Hathaway Inc. | 4,149 | US$2.08M | 3.5% |
| Advanced Micro Devices Inc | 3,128 | US$1.82M | 3.1% |
| Verizon Communications Inc. | 41,612 | US$1.76M | 3.0% |
| Intel Corporation | 11,676 | US$1.63M | 2.8% |
| Goldman Sachs Group, Inc. (the) | 1,534 | US$1.55M | 2.6% |
| Meta Platforms, Inc. | 2,578 | US$1.45M | 2.5% |
| Comfort Systems Usa, Inc. | 695 | US$1.38M | 2.3% |
| Bloom Energy Corporation | 4,400 | US$1.33M | 2.3% |
| Texas Instruments Incorporated | 4,005 | US$1.19M | 2.0% |
| Oracle Corporation | 7,352 | US$1.08M | 1.8% |
| Walmart Inc. | 9,446 | US$1.07M | 1.8% |
| Scorpio Tankers Inc. | 15,338 | US$1.06M | 1.8% |
| Sandisk Corporation | 408 | US$928K | 1.6% |
| Palantir Technologies Inc. | 7,577 | US$884K | 1.5% |
| Western Digital Corporation | 1,338 | US$855K | 1.4% |
| Rivian Automotive, Inc. | 48,803 | US$847K | 1.4% |
| Jp Morgan Chase & Co. | 2,550 | US$835K | 1.4% |
| Netflix, Inc. | 11,289 | US$806K | 1.4% |
| Eli Lilly And Company | 605 | US$726K | 1.2% |
| Ast Spacemobile, Inc. | 7,797 | US$693K | 1.2% |
| Citigroup, Inc. | 4,496 | US$629K | 1.1% |
| Marvell Technology, Inc. | 2,028 | US$604K | 1.0% |
| Mastercard Incorporated | 1,092 | US$561K | 0.95% |
| Johnson & Johnson | 2,185 | US$555K | 0.94% |
| Exxon Mobil Corporation | 4,030 | US$551K | 0.93% |
| Procter & Gamble Company (the) | 3,759 | US$551K | 0.93% |
| Home Depot, Inc. (the) | 1,509 | US$532K | 0.90% |
| Caterpillar, Inc. | 482 | US$513K | 0.87% |
| Vistra Corp. | 3,228 | US$512K | 0.87% |
| Abbvie Inc. | 1,996 | US$502K | 0.85% |
| Cummins Inc. | 696 | US$496K | 0.84% |
| Autozone, Inc. | 151 | US$483K | 0.82% |
| International Business Machines Corporation | 1,706 | US$480K | 0.81% |
| Tjx Companies, Inc. (the) | 3,085 | US$467K | 0.79% |
| Applied Materials, Inc. | 646 | US$467K | 0.79% |
| Servicenow, Inc. | 4,624 | US$459K | 0.78% |
| Rocket Lab Corporation | 4,464 | US$454K | 0.77% |
| Visa Inc. | 1,301 | US$446K | 0.75% |
| Arch Capital Group Ltd. | 4,371 | US$424K | 0.72% |
| Ross Stores, Inc. | 1,928 | US$410K | 0.69% |
| Williams Companies, Inc. (the) | 4,977 | US$370K | 0.63% |
| Kla Corporation | 1,200 | US$362K | 0.61% |
| Dell Technologies Inc. | 832 | US$359K | 0.61% |
| Salesforce, Inc. | 2,238 | US$351K | 0.59% |
| Vertiv Holdings, Llc | 1,049 | US$351K | 0.59% |
| Chevron Corporation | 2,085 | US$346K | 0.59% |
| Lockheed Martin Corporation | 677 | US$345K | 0.58% |
| Capital One Financial Corporation | 1,710 | US$343K | 0.58% |
| Walt Disney Company (the) | 3,508 | US$338K | 0.57% |
| Nextera Energy, Inc. | 3,795 | US$333K | 0.56% |
| Intuit Inc. | 1,256 | US$328K | 0.55% |
| Corning Incorporated | 1,263 | US$323K | 0.55% |
| O'reilly Automotive, Inc. | 3,496 | US$322K | 0.54% |
| Strategy Inc | 3,561 | US$310K | 0.52% |
| Lam Research Corporation | 700 | US$303K | 0.51% |
| Rambus, Inc. | 2,258 | US$300K | 0.51% |
| Unitedhealth Group Incorporated | 697 | US$290K | 0.49% |
| Uber Technologies, Inc. | 3,967 | US$286K | 0.48% |
| Realty Income Corporation | 4,600 | US$285K | 0.48% |
| Arista Networks, Inc. | 1,680 | US$285K | 0.48% |
| Cisco Systems, Inc. | 2,401 | US$282K | 0.48% |
| Ge Vernova Inc. | 234 | US$275K | 0.47% |
| Westinghouse Air Brake Technologies Corporation | 1,015 | US$274K | 0.46% |
| Ionq, Inc. | 5,054 | US$269K | 0.45% |
| Adobe Inc. | 1,314 | US$269K | 0.45% |
| Qualcomm Incorporated | 1,440 | US$266K | 0.45% |
| Abbott Laboratories | 2,909 | US$264K | 0.45% |
| Sofi Technologies, Inc. | 14,556 | US$261K | 0.44% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 533 | US$255K | 0.43% |
| Boeing Company (the) | 1,115 | US$241K | 0.41% |
| Progressive Corporation (the) | 1,105 | US$241K | 0.41% |
| Rtx Corporation | 1,259 | US$239K | 0.40% |
| Coca-cola Company (the) | 2,620 | US$213K | 0.36% |
| Lululemon Athletica Inc. | 1,846 | US$211K | 0.36% |
| Ondas Inc | 14,940 | US$123K | 0.21% |
| Joby Aviation, Inc. | 11,190 | US$100K | 0.17% |
| Compass Therapeutics, Inc. | 30,143 | US$66,000 | 0.11% |
| Archer Aviation Inc. | 11,795 | US$56,000 | 0.09% |
| Opendoor Technologies Inc | 10,197 | US$47,000 | 0.08% |
| Pepsico, Inc. | 0 | US$0 | 0.00% |
| Conocophillips | 0 | US$0 | 0.00% |
| Freeport-mcmoran, Inc. | 0 | US$0 | 0.00% |
| Beyond Meat, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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