We are live on
!
Find out more
Wealthfront Advisers Portfolio holdings
AUM
$52B
1-Year Est. Return
24.53%
This Fund
S&P 500
This Quarter
Est. Return
+14.58%
1 Year Est. Return
+24.53%
3 Year Est. Return
+63.26%
5 Year Est. Return
+56.07%
10 Year Est. Return
–
AUM
$52B
AUM Growth
+$6.48B
(+14%)
Cap. Flow
+$1.17B
Cap. Flow
% of AUM
2.26%
Top 10 Holdings %
Top 10 Hldgs %
56.09%
Holding
1,138
New
62
Increased
608
Reduced
447
Closed
19
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$185M |
| 2 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$117M |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
+$109M |
| 4 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$97.4M |
| 5 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$64.5M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$70M |
| 2 |
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
|
+$39M |
| 3 |
Schwab US Broad Market ETF
SCHB
|
+$31.4M |
| 4 |
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
|
+$20.6M |
| 5 |
Xtrackers USD High Yield Corporate Bond ETF
HYLB
|
+$10.1M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 80.91% |
| 2 | Technology | 7.11% |
| 3 | Financials | 2.31% |
| 4 | Communication Services | 1.83% |
| 5 | Industrials | 1.67% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
651
iShares 7-10 Year Treasury Bond ETF
IEF
$42.1B
| $1.6M | ﹤0.01% |
16,898
+100
| +0.6% | +$9.46K |
|
652
Applied Digital
APLD
$7.5B
| $1.59M | ﹤0.01% |
42,721
+1,179
| +3% | +$45.5K |
|
653
JPMorgan BetaBuilders Japan ETF
BBJP
$19.8B
| $1.59M | ﹤0.01% |
21,062
-1,510
| -7% | -$111K |
|
654
Otis Worldwide
OTIS
$27.1B
| $1.57M | ﹤0.01% |
21,903
-10
| -0% | -$747 |
|
655
VanEck Oil Services ETF
OIH
$2.1B
| $1.56M | ﹤0.01% |
4,190
-1,482
| -26% | -$621K |
|
656
JPMorgan US Quality Factor ETF
JQUA
$8.79B
| $1.56M | ﹤0.01% |
21,534
+1,118
| +5% | +$76K |
|
657
iShares MSCI Israel ETF
EIS
$922M
| $1.55M | ﹤0.01% |
12,837
+2,148
| +20% | +$275K |
|
658
SBA Communications
SBAC
$20.1B
| $1.54M | ﹤0.01% |
8,753
-30,452
| -78% | -$6.28M |
|
659
Tractor Supply
TSCO
$18.2B
| $1.54M | ﹤0.01% |
48,719
-15,334
| -24% | -$530K |
|
660
iShares USD Green Bond ETF
BGRN
$506M
| $1.53M | ﹤0.01% |
32,185
+967
| +3% | +$45.9K |
|
661
Emcor
EME
$33.3B
| $1.52M | ﹤0.01% |
1,837
+119
| +7% | +$101K |
|
662
Vanguard Industrials ETF
VIS
$8.02B
| $1.52M | ﹤0.01% |
4,206
+101
| +2% | +$34.2K |
|
663
iShares Russell Mid-Cap Value ETF
IWS
$15.7B
| $1.51M | ﹤0.01% |
9,201
-3,944
| -30% | -$622K |
|
664
iShares Future Exponential Technologies ETF
XT
$3.95B
| $1.51M | ﹤0.01% |
18,303
+5,875
| +47% | +$459K |
|
665
Lucid Motors
LCID
$1.84B
| $1.5M | ﹤0.01% |
224,540
+184,456
| +460% | +$1.19M |
|
666
Invesco Senior Loan ETF
BKLN
$6.77B
| $1.5M | ﹤0.01% |
73,648
-31,896
| -30% | -$654K |
|
|
BTC
667
Grayscale Bitcoin Mini Trust ETF
BTC
$4.23B
| $1.49M | ﹤0.01% |
57,410
-1,926
| -3% | -$61.1K |
|
668
Bath & Body Works
BBWI
$3.93B
| $1.43M | ﹤0.01% |
61,912
-1,720
| -3% | -$32.9K |
|
669
Vanguard Financials ETF
VFH
$13.6B
| $1.42M | ﹤0.01% |
10,770
-854
| -7% | -$109K |
|
670
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$10.6B
| $1.42M | ﹤0.01% |
35,709
+4,645
| +15% | +$188K |
|
671
Dimensional US Core Equity Market ETF
DFAU
$12.9B
| $1.4M | ﹤0.01% |
27,042
-2,015
| -7% | -$101K |
|
672
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.92B
| $1.39M | ﹤0.01% |
27,831
-2,431
| -8% | -$121K |
|
673
Illumina
ILMN
$33B
| $1.39M | ﹤0.01% |
7,905
-56
| -0.7% | -$8.2K |
|
674
Constellation Brands
STZ
$21.9B
| $1.38M | ﹤0.01% |
9,907
-3,777
| -28% | -$561K |
|
675
Jabil
JBL
$32.5B
| $1.37M | ﹤0.01% |
3,564
+334
| +10% | +$115K |
|
Similar funds
DB
Wealthfront Advisers's Q2 2026 Portfolio in Review
As of Q2 2026, Wealthfront Advisers held 1,138 positions worth $52B, up 14% from $45.6B the previous quarter. Its ten largest holdings account for 56% of the portfolio.
Wealthfront Advisers's Q2 2026 filing shows 62 new, 608 increased, 447 reduced and 19 closed positions. Its largest new stake was Honeywell Aerospace: 54,444 shares worth $12M. The largest sale was Vanguard Intermediate-Term Corporate Bond ETF, an estimated $70M.
By sector, the portfolio is most concentrated in Miscellaneous at 81% of assets, down from 82% a quarter earlier, followed by Technology and Financials.
- Wealthfront Advisers's largest Q2 2026 buy was Honeywell Aerospace: 54,444 shares worth $12M.
- Wealthfront Advisers added most to iShares iBoxx $ Investment Grade Corporate Bond ETF in Q2 2026, an estimated $185M increase.
- Wealthfront Advisers's biggest Q2 2026 reduction was Vanguard Intermediate-Term Corporate Bond ETF, cutting an estimated $70M.
- Wealthfront Advisers fully exited Coterra Energy in Q2 2026, selling an estimated $5.8M.
- Wealthfront Advisers's ten largest holdings make up 56% of its $52B portfolio in Q2 2026.
- Wealthfront Advisers opened 62 new positions and closed 19 in Q2 2026.
- Wealthfront Advisers's portfolio value rose 14% quarter-over-quarter to $52B.
Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.