Betterment 13F Holdings & Latest Moves
Betterment reported a 13F portfolio worth $52.79B as of Q1 2026. Latest 13F moves (filed May 14, 2026): 15 new positions, 28 added, 4 reduced. Largest change by value: added $AAPL ($10.31M held).
- 13F value (Q1 2026)
- $52.79B
- New positions
- 15
- Added / reduced
- 28 / 4
- Sold out
- 0
Top buys and sells in the latest 13F
Biggest new and added positions
| Filed | Ticker | Move | Change | Shares held | Value held | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|---|
| $AAPL | Added | +3.35K (+10.29%) | 35.92K | $10.31M | +2.3% | -0.6% | — | ||
| $NVDA | Added | +11.18K (+57.47%) | 30.63K | $6.07M | -6.9% | -9.8% | — | ||
| $GOOG | Added | +2.35K (+21.46%) | 13.31K | $4.70M | -3.4% | -7.5% | — | ||
| $AMZN | Added | +5.12K (+41.65%) | 17.42K | $4.19M | +0.5% | -7.9% | — | ||
| $MSFT | Added | +2.85K (+35.10%) | 10.97K | $4.06M | +2.6% | -2.2% | — |
Biggest reduced and exited positions
New positions in the latest 13F
| Filed | Ticker | Move | Change | Shares held | Value held | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|---|
| $MU | New | +1.93K | 1.93K | $2.23M | -1.8% | +40.2% | — | ||
| $SNDK | New | +581 | 581 | $1.28M | +11.5% | +52.4% | — | ||
| $SNDK | New | +581 | 581 | $1.17M | +11.5% | +52.4% | — | ||
| $STX | New | +998 | 998 | $963.07K | +0.7% | +26.6% | — | ||
| $STX | New | +998 | 998 | $928.63K | +0.7% | +26.6% | — | ||
| $INTC | New | +6.59K | 6.59K | $926.59K | +2.2% | +10.3% | — | ||
| $C | New | +4.52K | 4.52K | $633.18K | +0.3% | +13.1% | — | ||
| $RIVN | New | +28.61K | 28.61K | $496.37K | — | ||||
| $CVX | New | +2.16K | 2.16K | $358.21K | +3.3% | -2.5% | — | ||
| $COF | New | +1.72K | 1.72K | $345.07K | +0.9% | +5.2% | — | ||
| $FCX | New | +4.20K | 4.20K | $264.14K | -5.8% | +6.0% | — | ||
| $RTX | New | +1.37K | 1.37K | $257.96K | +0.2% | +5.0% | — | ||
| $ASTS | New | +2.97K | 2.97K | $256.55K | +15.9% | +5.5% | Read | ||
| $CRM | New | +1.48K | 1.48K | $233.58K | +5.2% | -1.6% | — | ||
| $PEP | New | +1.65K | 1.65K | $230.72K | +0.1% | -0.6% | Read |
Added positions in the latest 13F
| Filed | Ticker | Move | Change | Shares held | Value held | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|---|
| $AAPL | Added | +3.35K (+10.29%) | 35.92K | $10.31M | +2.3% | -0.6% | — | ||
| $NVDA | Added | +11.18K (+57.47%) | 30.63K | $6.07M | -6.9% | -9.8% | — | ||
| $GOOG | Added | +2.35K (+21.46%) | 13.31K | $4.70M | -3.4% | -7.5% | — | ||
| $AMZN | Added | +5.12K (+41.65%) | 17.42K | $4.19M | +0.5% | -7.9% | — | ||
| $MSFT | Added | +2.85K (+35.10%) | 10.97K | $4.06M | +2.6% | -2.2% | — | ||
| $GOOGL | Added | +2.67K (+36.40%) | 10.01K | $3.57M | -3.3% | -7.9% | — | ||
| $COST | Added | +347 (+19.44%) | 2.13K | $1.99M | +0.9% | -5.9% | — | ||
| $BRKB | Added | +1.52K (+73.21%) | 3.61K | $1.75M | -0.8% | +2.4% | — | ||
| $AMD | Added | +878 (+42.73%) | 2.93K | $1.66M | -0.0% | +21.7% | — | ||
| $GS | Added | +883 (+144.28%) | 1.50K | $1.51M | +2.0% | +11.6% | — | ||
| $RKLB | Added | +2.01K (+16.34%) | 14.31K | $1.47M | -5.4% | -17.6% | — | ||
| $AVGO | Added | +1.55K (+67%) | 3.88K | $1.46M | -5.7% | -10.4% | — | ||
| $META | Added | +806 (+63.12%) | 2.08K | $1.17M | -1.8% | -3.9% | — | ||
| $ORCL | Added | +1.09K (+18.02%) | 7.14K | $1.05M | -3.0% | -1.5% | — | ||
| $JPM | Added | +34 (+1.46%) | 2.36K | $771.19K | +1.0% | +6.5% | — | ||
| $NFLX | Added | +3.95K (+68.77%) | 9.70K | $700.58K | +2.7% | -6.1% | — | ||
| $JNJ | Added | +491 (+24.01%) | 2.54K | $644.07K | +0.4% | +2.7% | — | ||
| $PLTR | Added | +2.62K (+94.86%) | 5.39K | $633.45K | +2.8% | +0.7% | — | ||
| $MA | Added | +168 (+17.37%) | 1.14K | $582.94K | +2.0% | +0.1% | — | ||
| $PG | Added | +75 (+2.08%) | 3.69K | $546.93K | +0.5% | +5.4% | — | ||
| $PG | Added | +75 (+2.08%) | 3.69K | $540.66K | +0.5% | +5.4% | — | ||
| $LLY | Added | +9 (+2.12%) | 434 | $533.79K | +3.7% | +12.4% | — | ||
| $CAT | Added | +112 (+29.02%) | 498 | $530.32K | -5.9% | +1.5% | — | ||
| $ABBV | Added | +73 (+4.23%) | 1.80K | $454.67K | +1.8% | +5.1% | — | ||
| $ORLY | Added | +43 (+1.21%) | 3.59K | $330.88K | +3.0% | +0.6% | — | ||
| $DIS | Added | +247 (+8.04%) | 3.32K | $327.55K | -1.7% | -3.5% | — | ||
| $ORLY | Added | +43 (+1.21%) | 3.59K | $323.93K | +3.0% | +0.6% | — | ||
| $INTU | Added | +124 (+15.82%) | 908 | $236.99K | -18.8% | -25.5% | — |
Reduced positions in the latest 13F
All tracked 13F moves by Betterment
| Filed | Ticker | Move | Change | Shares held | Value held | 1W | 1M | 6M | Story |
|---|---|---|---|---|---|---|---|---|---|
| $AZO | Reduced | -3 (-1.97%) | 149 | $459.16K | +1.7% | -8.1% | — | ||
| $AZO | Reduced | -3 (-1.97%) | 149 | $469.89K | +1.7% | -8.1% | — | ||
| $STX | New | +998 | 998 | $928.63K | +0.7% | +26.6% | — | ||
| $SNDK | New | +581 | 581 | $1.17M | +11.5% | +52.4% | — | ||
| $STX | New | +998 | 998 | $963.07K | +0.7% | +26.6% | — | ||
| $SNDK | New | +581 | 581 | $1.28M | +11.5% | +52.4% | — | ||
| $CRM | New | +1.48K | 1.48K | $233.58K | +5.2% | -1.6% | — | ||
| $RTX | New | +1.37K | 1.37K | $257.96K | +0.2% | +5.0% | — | ||
| $RIVN | New | +28.61K | 28.61K | $496.37K | — | ||||
| $PEP | New | +1.65K | 1.65K | $230.72K | +0.1% | -0.6% | Read | ||
| $MU | New | +1.93K | 1.93K | $2.23M | -1.8% | +40.2% | — | ||
| $INTC | New | +6.59K | 6.59K | $926.59K | +2.2% | +10.3% | — | ||
| $FCX | New | +4.20K | 4.20K | $264.14K | -5.8% | +6.0% | — | ||
| $C | New | +4.52K | 4.52K | $633.18K | +0.3% | +13.1% | — | ||
| $CVX | New | +2.16K | 2.16K | $358.21K | +3.3% | -2.5% | — | ||
| $COF | New | +1.72K | 1.72K | $345.07K | +0.9% | +5.2% | — | ||
| $ASTS | New | +2.97K | 2.97K | $256.55K | +15.9% | +5.5% | Read | ||
| $HD | Reduced | -178 (-11.12%) | 1.42K | $501.51K | +3.1% | +9.2% | — | ||
| $LMT | Reduced | -79 (-10.84%) | 650 | $331.15K | +0.5% | +2.6% | — | ||
| $DIS | Added | +247 (+8.04%) | 3.32K | $327.55K | -1.7% | -3.5% | — | ||
| $PG | Added | +75 (+2.08%) | 3.69K | $540.66K | +0.5% | +5.4% | — | ||
| $GS | Added | +883 (+144.28%) | 1.50K | $1.51M | +2.0% | +11.6% | — | ||
| $RKLB | Added | +2.01K (+16.34%) | 14.31K | $1.47M | -5.4% | -17.6% | — | ||
| $PG | Added | +75 (+2.08%) | 3.69K | $546.93K | +0.5% | +5.4% | — | ||
| $PLTR | Added | +2.62K (+94.86%) | 5.39K | $633.45K | +2.8% | +0.7% | — | ||
| $ORLY | Added | +43 (+1.21%) | 3.59K | $323.93K | +3.0% | +0.6% | — | ||
| $ORCL | Added | +1.09K (+18.02%) | 7.14K | $1.05M | -3.0% | -1.5% | — | ||
| $ORLY | Added | +43 (+1.21%) | 3.59K | $330.88K | +3.0% | +0.6% | — | ||
| $NVDA | Added | +11.18K (+57.47%) | 30.63K | $6.07M | -6.9% | -9.8% | — | ||
| $NFLX | Added | +3.95K (+68.77%) | 9.70K | $700.58K | +2.7% | -6.1% | — | ||
| $MSFT | Added | +2.85K (+35.10%) | 10.97K | $4.06M | +2.6% | -2.2% | — | ||
| $META | Added | +806 (+63.12%) | 2.08K | $1.17M | -1.8% | -3.9% | — | ||
| $MA | Added | +168 (+17.37%) | 1.14K | $582.94K | +2.0% | +0.1% | — | ||
| $JPM | Added | +34 (+1.46%) | 2.36K | $771.19K | +1.0% | +6.5% | — | ||
| $JNJ | Added | +491 (+24.01%) | 2.54K | $644.07K | +0.4% | +2.7% | — | ||
| $INTU | Added | +124 (+15.82%) | 908 | $236.99K | -18.8% | -25.5% | — | ||
| $LLY | Added | +9 (+2.12%) | 434 | $533.79K | +3.7% | +12.4% | — | ||
| $COST | Added | +347 (+19.44%) | 2.13K | $1.99M | +0.9% | -5.9% | — | ||
| $CAT | Added | +112 (+29.02%) | 498 | $530.32K | -5.9% | +1.5% | — | ||
| $AVGO | Added | +1.55K (+67%) | 3.88K | $1.46M | -5.7% | -10.4% | — | ||
| $BRKB | Added | +1.52K (+73.21%) | 3.61K | $1.75M | -0.8% | +2.4% | — | ||
| $AAPL | Added | +3.35K (+10.29%) | 35.92K | $10.31M | +2.3% | -0.6% | — | ||
| $AMZN | Added | +5.12K (+41.65%) | 17.42K | $4.19M | +0.5% | -7.9% | — | ||
| $GOOGL | Added | +2.67K (+36.40%) | 10.01K | $3.57M | -3.3% | -7.9% | — | ||
| $GOOG | Added | +2.35K (+21.46%) | 13.31K | $4.70M | -3.4% | -7.5% | — | ||
| $AMD | Added | +878 (+42.73%) | 2.93K | $1.66M | -0.0% | +21.7% | — | ||
| $ABBV | Added | +73 (+4.23%) | 1.80K | $454.67K | +1.8% | +5.1% | — |
13F reports are filed quarterly, up to 45 days after the quarter ends, so they show past holdings. 1W / 1M / 6M = how the stock moved after the filing.
Stocks Betterment holds or traded
Frequently asked questions
What did Betterment buy and sell in its latest 13F?
It opened or added to $AAPL, $NVDA, $GOOG, $AMZN and $MSFT; it cut or exited $HD, $AZO, $AZO and $LMT.
Data comes from public SEC Form 4 and 13F filings and STOCK Act disclosures. Dates are the trade or filing date reported. This page is for research only and is not investment advice.
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