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Wealthfront Advisers

Wealthfront Advisers Portfolio holdings

AUM $52B
1-Year Est. Return 24.53%
This Fund
S&P 500
This Quarter Est. Return
+1.9%
1 Year Est. Return
+24.53%
3 Year Est. Return
+63.26%
5 Year Est. Return
+56.07%
10 Year Est. Return
–
AUM
$44.7B
AUM Growth
+$2.15B
Cap. Flow
+$1.51B
Cap. Flow %
3.38%
Top 10 Hldgs %
56.49%
Holding
1,077
New
70
Increased
641
Reduced
341
Closed
25

Top Buys

Rank Stock Value
1
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$183M
2
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$156M
3
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$145M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$95.1M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$92.6M

Top Sells

Rank Stock Value
1
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$186M
2
SCHB icon
Schwab US Broad Market ETF
SCHB
+$39.9M
3
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$37.8M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$31M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$25.8M

Sector Composition

Rank Sector Weight
1 Technology 6.2%
2 Financials 2.51%
3 Communication Services 2.05%
4 Consumer Discretionary 1.88%
5 Healthcare 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMZN icon
26
Amazon
AMZN
$2.88T
$276M 0.62%
1,195,364
+50,213
+4% +$11.5M
GOOGL icon
27
Alphabet (Google) Class A
GOOGL
$4.2T
$252M 0.56%
805,215
+57,606
+8% +$16.5M
VV icon
28
Vanguard Morningstar Large-Cap ETF
VV
$54.5B
$226M 0.51%
717,802
-23,962
-3% -$7.48M
META icon
29
Meta Platforms (Facebook)
META
$1.47T
$221M 0.49%
334,651
+15,220
+5% +$10.2M
AVGO icon
30
Broadcom
AVGO
$1.98T
$212M 0.47%
612,521
+29,867
+5% +$10.7M
ESGV icon
31
Vanguard ESG US Stock ETF
ESGV
$13.6B
$191M 0.43%
1,575,578
+77,842
+5% +$9.34M
GOOG icon
32
Alphabet (Google) Class C
GOOG
$4.19T
$188M 0.42%
599,071
+33,414
+6% +$9.57M
TSLA icon
33
Tesla
TSLA
$1.29T
$184M 0.41%
408,545
+14,419
+4% +$6.39M
VWOB icon
34
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.23B
$183M 0.41%
+2,718,619
New +$183M
VTIP icon
35
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.8B
$180M 0.4%
3,633,423
+2,900,809
+396% +$145M
SHV icon
36
iShares 0-1 Year Treasury Bond ETF
SHV
$20.6B
$178M 0.4%
1,617,465
-343,212
-18% -$37.8M
SPY icon
37
State Street SPDR S&P 500 ETF Trust
SPY
$809B
$168M 0.38%
246,715
+7,001
+3% +$4.73M
FLRN icon
38
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
$2.97B
$152M 0.34%
4,935,059
+848,337
+21% +$26.1M
GBIL icon
39
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.59B
$132M 0.29%
1,319,398
+617,174
+88% +$61.8M
BND icon
40
Vanguard Total Bond Market
BND
$161B
$130M 0.29%
1,753,658
+85,128
+5% +$6.34M
LLY icon
41
Eli Lilly
LLY
$1.09T
$124M 0.28%
115,280
+4,662
+4% +$4.46M
FLTR icon
42
VanEck IG Floating Rate ETF
FLTR
$3.04B
$121M 0.27%
4,748,728
-187,687
-4% -$4.79M
SHYG icon
43
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.61B
$121M 0.27%
2,813,101
+182,964
+7% +$7.85M
ESGD icon
44
iShares ESG Aware MSCI EAFE ETF
ESGD
$12.3B
$119M 0.27%
1,247,288
+78,247
+7% +$7.38M
JPM icon
45
JPMorgan Chase
JPM
$971B
$116M 0.26%
359,778
+1,879
+0.5% +$582K
QQQ icon
46
Invesco QQQ Trust
QQQ
$481B
$113M 0.25%
184,756
-42,109
-19% -$25.8M
ESGE icon
47
iShares ESG Aware MSCI EM ETF
ESGE
$6.81B
$113M 0.25%
2,568,072
+70,663
+3% +$3.12M
XLE icon
48
State Street Energy Select Sector SPDR ETF
XLE
$39.9B
$110M 0.25%
2,454,566
+8,176
+0.3% +$364K
VDE icon
49
Vanguard Energy ETF
VDE
$10.4B
$105M 0.24%
835,630
-17,247
-2% -$2.17M
BRK.B icon
50
Berkshire Hathaway Class B
BRK.B
$1.09T
$104M 0.23%
206,973
+5,112
+3% +$2.54M
1
2
3 4 5

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Wealthfront Advisers's Q4 2025 Portfolio in Review

As of Q4 2025, Wealthfront Advisers held 1,077 positions worth $44.7B, up 5% from $42.6B the previous quarter. Its ten largest holdings account for 56% of the portfolio.

Wealthfront Advisers deployed $1.51B of net new capital in Q4 2025, opening 70 new positions and adding to 641 existing holdings. Its largest new stake was Vanguard Emerging Markets Government Bond ETF: 2,718,619 shares worth $183M.

By sector, the portfolio is most concentrated in Technology at 6.2% of assets, up from 6.2% a quarter earlier, followed by Financials and Communication Services.

On the sell side, the largest reduction was iShares JPMorgan USD Emerging Markets Bond ETF, an estimated $186M trimmed.

  • Wealthfront Advisers's largest Q4 2025 buy was Vanguard Emerging Markets Government Bond ETF: 2,718,619 shares worth $183M.
  • Wealthfront Advisers added most to iShares Core S&P Total US Stock Market ETF in Q4 2025, an estimated $156M increase.
  • Wealthfront Advisers's biggest Q4 2025 reduction was iShares JPMorgan USD Emerging Markets Bond ETF, cutting an estimated $186M.
  • Wealthfront Advisers fully exited Kellanova in Q4 2025, selling an estimated $8.85M.
  • Wealthfront Advisers's ten largest holdings make up 56% of its $44.7B portfolio in Q4 2025.
  • Wealthfront Advisers opened 70 new positions and closed 25 in Q4 2025.
  • Wealthfront Advisers's portfolio value rose 5% quarter-over-quarter to $44.7B.

Based on Wealthfront Advisers's 13F filing for Q4 2025, filed 30 Jan 2026.