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Wealthfront Advisers Portfolio holdings
AUM
$52B
Turnover
7.12%
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
Avg Time Held
4.2
years
Top 10 Avg Time Held
5.5
years
Top 20 Avg Time Held
5.2
years
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 | Held Since | |
|---|---|---|---|---|---|---|---|
51
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.6B
| $114M | 0.22% |
2,681,442
+749,531
| +39% | +$31.8M |
2023 Q1
13 quarters
|
|
52
Berkshire Hathaway Class B
BRK.B
$1.13T
| $106M | 0.2% |
212,601
-3,090
| -1% | -$1.49M |
2018 Q4
30 quarters
|
|
53
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.28B
| $104M | 0.2% |
4,479,955
+849,919
| +23% | +$19.7M |
2021 Q3
19 quarters
|
|
54
Applied Materials
AMAT
$354B
| $97.4M | 0.19% |
134,717
+4,135
| +3% | +$1.91M |
2018 Q4
30 quarters
|
|
|
55
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.37B
| $95.3M | 0.18% |
3,809,219
-1,556,067
| -29% | -$39M |
2023 Q2
12 quarters
|
|
56
Intel
INTC
$519B
| $95.2M | 0.18% |
681,668
+91,609
| +16% | +$9.26M |
2018 Q4
30 quarters
|
|
57
Invesco NASDAQ 100 ETF
QQQM
$109B
| $89M | 0.17% |
293,890
+34,283
| +13% | +$9.71M |
2024 Q2
8 quarters
|
|
58
Johnson & Johnson
JNJ
$612B
| $85.6M | 0.16% |
337,182
-7,829
| -2% | -$1.82M |
2018 Q4
30 quarters
|
|
59
Lam Research
LRCX
$359B
| $84M | 0.16% |
193,835
+7,652
| +4% | +$2.32M |
2018 Q4
30 quarters
|
|
60
Caterpillar
CAT
$344B
| $81.4M | 0.16% |
76,480
+1,716
| +2% | +$1.51M |
2018 Q4
30 quarters
|
|
61
VanEck Semiconductor ETF
SMH
$68.8B
| $77.7M | 0.15% |
118,496
+20,125
| +20% | +$11M |
2021 Q3
19 quarters
|
|
62
iShares 1-3 Year Treasury Bond ETF
SHY
$26.8B
| $74.8M | 0.14% |
910,823
-103,955
| -10% | -$8.55M |
2022 Q4
14 quarters
|
|
63
Fidelity Nasdaq Composite Index ETF
ONEQ
$10.9B
| $73.4M | 0.14% |
711,227
+21,291
| +3% | +$2.12M |
2021 Q2
20 quarters
|
|
64
ExxonMobil
XOM
$728B
| $72.4M | 0.14% |
529,339
+28,884
| +6% | +$4.32M |
2018 Q4
30 quarters
|
|
65
Schwab Short-Term US Treasury ETF
SCHO
$15.4B
| $71.9M | 0.14% |
2,980,324
+1,730
| +0.1% | +$41.8K |
2023 Q1
13 quarters
|
|
|
66
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.9B
| $70.7M | 0.14% |
705,962
-205,522
| -23% | -$20.6M |
2021 Q4
18 quarters
|
|
67
Walmart Inc
WMT
$922B
| $70.3M | 0.14% |
620,690
-20,825
| -3% | -$2.59M |
2018 Q4
30 quarters
|
|
68
Visa
V
$735B
| $68.5M | 0.13% |
199,654
+4,504
| +2% | +$1.45M |
2018 Q4
30 quarters
|
|
69
Nuveen ESG International Developed Markets Equity ETF
NUDM
$866M
| $65.9M | 0.13% |
1,646,694
+9,076
| +0.6% | +$350K |
2021 Q3
19 quarters
|
|
70
Sandisk
SNDK
$203B
| $65.6M | 0.13% |
28,870
+6,799
| +31% | +$9.71M |
2025 Q4
2 quarters
|
|
71
Palantir
PLTR
$483B
| $62.4M | 0.12% |
534,909
-29,452
| -5% | -$4.02M |
2021 Q4
18 quarters
|
|
72
Vanguard Total International Stock ETF
VXUS
$161B
| $62M | 0.12% |
725,063
+116,570
| +19% | +$9.76M |
2021 Q3
19 quarters
|
|
73
KLA
KLAC
$233B
| $61M | 0.12% |
202,045
+10,845
| +6% | +$2.15M |
2018 Q4
30 quarters
|
|
74
GE Aerospace
GE
$319B
| $59M | 0.11% |
157,751
-267
| -0.2% | -$83.6K |
2018 Q4
30 quarters
|
|
75
Costco
COST
$435B
| $58.7M | 0.11% |
62,782
-3,454
| -5% | -$3.44M |
2018 Q4
30 quarters
|
|
Similar funds
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.