Betterment LLC
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Betterment LLC’s Alpha Architect Tail Risk ETF CAOS Stock Holding History

Betterment LLC’s Portfolio CAOS Stock Details CAOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$248K Buy
2,750
+363
+15% +$32.9K ﹤0.01% 619
2026
Q1 		$217K Buy
+2,387
New +$216K ﹤0.01% 597

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EF
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CWA
Continuum Wealth Advisors Saratoga Springs, New York $296M AUM 24.77% 1-Year Est. Return
HighTower Advisors
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CC
Cultivar Capital Denton, Texas $155M AUM 16.34% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
JWM
JPL Wealth Management Highlands Ranch, Colorado $504M AUM 24.73% 1-Year Est. Return
HIF
Hill Island Financial Grand Rapids, Michigan $469M AUM 26.42% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.41B AUM 41.48% 1-Year Est. Return

Betterment LLC's CAOS Position: Q2 2026 in Review

Betterment LLC increased its Alpha Architect Tail Risk ETF (CAOS) stake by 15% in Q2 2026, buying an estimated $32.9K and bringing the position to 2,750 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #619.

Betterment LLC first reported a position in CAOS in Q1 2026 and has held it in 2 quarters since. 67 funds tracked by Wall St. Rank hold CAOS as of Q2 2026.

  • Betterment LLC held 2,750 shares of Alpha Architect Tail Risk ETF worth $248K as of Q2 2026.
  • Betterment LLC bought 363 Alpha Architect Tail Risk ETF shares in Q2 2026, an estimated $32.9K.
  • Alpha Architect Tail Risk ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #619 holding.
  • Betterment LLC first reported a position in Alpha Architect Tail Risk ETF in Q1 2026 and has held it in 2 quarters since.
  • 67 funds tracked by Wall St. Rank held Alpha Architect Tail Risk ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.