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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
+7%
1 Year Est. Return
+24.53%
3 Year Est. Return
+63.26%
5 Year Est. Return
+56.07%
10 Year Est. Return
–
AUM
$42.6B
AUM Growth
+$3.77B
Cap. Flow
+$1.2B
Cap. Flow %
2.81%
Top 10 Hldgs %
56.87%
Holding
1,027
New
64
Increased
588
Reduced
355
Closed
20

Top Buys

Rank Stock Value
1
PWZ icon
Invesco California AMT-Free Municipal Bond ETF
PWZ
+$320M
2
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$211M
3
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$106M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$102M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$99.5M

Top Sells

Rank Stock Value
1
CMF icon
iShares California Muni Bond ETF
CMF
+$262M
2
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$44.4M
3
MUB icon
iShares National Muni Bond ETF
MUB
+$37.3M
4
SCHB icon
Schwab US Broad Market ETF
SCHB
+$31.3M
5
VV icon
Vanguard Morningstar Large-Cap ETF
VV
+$13.5M

Sector Composition

Rank Sector Weight
1 Technology 6.19%
2 Financials 2.55%
3 Communication Services 1.97%
4 Consumer Discretionary 1.91%
5 Healthcare 1.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SJNK icon
51
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.8B
$86.2M 0.2%
3,366,784
-113,042
-3% -$2.88M
LLY icon
52
Eli Lilly
LLY
$1.09T
$84.4M 0.2%
110,618
+4,906
+5% +$3.65M
SUSC icon
53
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.29B
$78.1M 0.18%
3,313,443
+272,969
+9% +$6.36M
GBIL icon
54
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.59B
$70.4M 0.17%
702,224
-9,640
-1% -$964K
SHY icon
55
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
$66.8M 0.16%
805,718
-72,926
-8% -$6.03M
V icon
56
Visa
V
$671B
$65.5M 0.15%
191,969
-1,853
-1% -$641K
ORCL icon
57
Oracle
ORCL
$442B
$60M 0.14%
213,450
+17,997
+9% +$4.58M
MA icon
58
Mastercard
MA
$490B
$60M 0.14%
105,484
+3,634
+4% +$2.09M
WMT icon
59
Walmart Inc
WMT
$923B
$58.9M 0.14%
571,956
+15,262
+3% +$1.52M
JNJ icon
60
Johnson & Johnson
JNJ
$629B
$58.2M 0.14%
314,087
+27,625
+10% +$4.73M
GLD icon
61
SPDR Gold Trust
GLD
$144B
$58.2M 0.14%
163,591
+40,511
+33% +$12.9M
ONEQ icon
62
Fidelity Nasdaq Composite Index ETF
ONEQ
$10.8B
$57.7M 0.14%
647,842
-3,380
-0.5% -$285K
COST icon
63
Costco
COST
$421B
$53.7M 0.13%
58,059
-3,849
-6% -$3.69M
USHY icon
64
iShares Broad USD High Yield Corporate Bond ETF
USHY
$29.1B
$52M 0.12%
1,376,561
+150,891
+12% +$5.65M
NUDM icon
65
Nuveen ESG International Developed Markets Equity ETF
NUDM
$728M
$52M 0.12%
1,381,205
+36,844
+3% +$1.34M
SGOV icon
66
iShares 0-3 Month Treasury Bond ETF
SGOV
$101B
$50.5M 0.12%
501,698
+27,267
+6% +$2.74M
IBIT icon
67
iShares Bitcoin Trust
IBIT
$47.2B
$50.5M 0.12%
777,231
+105,646
+16% +$6.87M
VUG icon
68
Vanguard Morningstar Growth ETF
VUG
$229B
$49.6M 0.12%
620,724
+36,234
+6% +$2.77M
XOM icon
69
ExxonMobil
XOM
$657B
$48.5M 0.11%
430,572
-5,659
-1% -$629K
HD icon
70
Home Depot
HD
$342B
$48.3M 0.11%
119,136
+10,325
+9% +$4.06M
BAC icon
71
Bank of America
BAC
$453B
$47.2M 0.11%
915,619
+7,616
+0.8% +$372K
GE icon
72
GE Aerospace
GE
$379B
$46.3M 0.11%
154,003
+2,167
+1% +$592K
AMD icon
73
Advanced Micro Devices
AMD
$788B
$44.2M 0.1%
273,232
+6,743
+3% +$1.09M
IWB icon
74
iShares Russell 1000 ETF
IWB
$50.2B
$41.3M 0.1%
113,071
-3,370
-3% -$1.19M
HYLB icon
75
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.48B
$41M 0.1%
1,103,643
-42,947
-4% -$1.58M
1 2
3
4 5

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RIM
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Wealthfront Advisers's Q3 2025 Portfolio in Review

As of Q3 2025, Wealthfront Advisers held 1,027 positions worth $42.6B, up 9.7% from $38.8B the previous quarter. Its ten largest holdings account for 57% of the portfolio.

Wealthfront Advisers's Q3 2025 filing shows 64 new, 588 increased, 355 reduced and 20 closed positions. Its largest new stake was Warner Music: 70,997 shares worth $2.42M. The largest sale was iShares California Muni Bond ETF, an estimated $262M.

By sector, the portfolio is most concentrated in Technology at 6.2% of assets, up from 5.8% a quarter earlier, followed by Financials and Communication Services.

  • Wealthfront Advisers's largest Q3 2025 buy was Warner Music: 70,997 shares worth $2.42M.
  • Wealthfront Advisers added most to Invesco California AMT-Free Municipal Bond ETF in Q3 2025, an estimated $320M increase.
  • Wealthfront Advisers's biggest Q3 2025 reduction was iShares California Muni Bond ETF, cutting an estimated $262M.
  • Wealthfront Advisers fully exited Walgreens Boots Alliance in Q3 2025, selling an estimated $8.3M.
  • Wealthfront Advisers's ten largest holdings make up 57% of its $42.6B portfolio in Q3 2025.
  • Wealthfront Advisers opened 64 new positions and closed 20 in Q3 2025.
  • Wealthfront Advisers's portfolio value rose 9.7% quarter-over-quarter to $42.6B.

Based on Wealthfront Advisers's 13F filing for Q3 2025, filed 6 Nov 2025.