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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
+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
(+5%)
Cap. Flow
+$1.51B
Cap. Flow
% of AUM
3.38%
Top 10 Holdings %
Top 10 Hldgs %
56.49%
Holding
1,077
New
70
Increased
641
Reduced
341
Closed
25
Avg Time Held
4
years
Top 10 Avg Time Held
5.8
years
Top 20 Avg Time Held
4.7
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Emerging Markets Government Bond ETF
VWOB
|
+$183M |
| 2 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$156M |
| 3 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$145M |
| 4 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$95.1M |
| 5 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
+$92.6M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
|
+$186M |
| 2 |
Schwab US Broad Market ETF
SCHB
|
+$39.9M |
| 3 |
iShares 0-1 Year Treasury Bond ETF
SHV
|
+$37.8M |
| 4 |
Schwab US TIPS ETF
SCHP
|
+$31M |
| 5 |
Invesco QQQ Trust
QQQ
|
+$25.8M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 81.47% |
| 2 | Technology | 6.2% |
| 3 | Financials | 2.51% |
| 4 | Communication Services | 2.05% |
| 5 | Consumer Discretionary | 1.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
51
Schwab Short-Term US Treasury ETF
SCHO
$15.4B
| $99.4M | 0.22% |
4,077,325
+289,578
| +8% | +$7.06M |
2023 Q1
11 quarters
|
|
52
Palantir
PLTR
$482B
| $97.9M | 0.22% |
550,941
-1,966
| -0.4% | -$356K |
2021 Q4
16 quarters
|
|
53
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.38B
| $92.7M | 0.21% |
3,661,594
+294,810
| +9% | +$7.47M |
2023 Q2
10 quarters
|
|
54
iShares 0-3 Month Treasury Bond ETF
SGOV
$115B
| $87.9M | 0.2% |
875,760
+374,062
| +75% | +$37.6M |
2023 Q4
8 quarters
|
|
55
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.28B
| $86.3M | 0.19% |
3,688,991
+375,548
| +11% | +$8.84M |
2021 Q3
17 quarters
|
|
56
Netflix
NFLX
$302B
| $71.8M | 0.16% |
765,569
+1,329
| +0.2% | +$143K |
2018 Q4
28 quarters
|
|
57
Johnson & Johnson
JNJ
$610B
| $67.8M | 0.15% |
327,542
+13,455
| +4% | +$2.66M |
2018 Q4
28 quarters
|
|
58
Visa
V
$750B
| $67.1M | 0.15% |
191,300
-669
| -0.3% | -$228K |
2018 Q4
28 quarters
|
|
59
Walmart Inc
WMT
$935B
| $65.8M | 0.15% |
590,793
+18,837
| +3% | +$2.02M |
2018 Q4
28 quarters
|
|
60
Advanced Micro Devices
AMD
$918B
| $63.2M | 0.14% |
295,098
+21,866
| +8% | +$4.91M |
2018 Q4
28 quarters
|
|
61
Fidelity Nasdaq Composite Index ETF
ONEQ
$10.9B
| $63M | 0.14% |
688,825
+40,983
| +6% | +$3.73M |
2021 Q2
18 quarters
|
|
62
iShares 1-3 Year Treasury Bond ETF
SHY
$26.8B
| $61.9M | 0.14% |
747,145
-58,573
| -7% | -$4.86M |
2022 Q4
12 quarters
|
|
63
Mastercard
MA
$540B
| $60.9M | 0.14% |
106,673
+1,189
| +1% | +$665K |
2018 Q4
28 quarters
|
|
64
ExxonMobil
XOM
$718B
| $55.7M | 0.12% |
463,041
+32,469
| +8% | +$3.77M |
2018 Q4
28 quarters
|
|
65
iShares Bitcoin Trust
IBIT
$66.2B
| $55.4M | 0.12% |
1,116,501
+339,270
| +44% | +$19.3M |
2024 Q2
6 quarters
|
|
66
Invesco NASDAQ 100 ETF
QQQM
$109B
| $53.6M | 0.12% |
212,010
+144,528
| +214% | +$36.5M |
2024 Q2
6 quarters
|
|
67
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.4B
| $52.5M | 0.12% |
1,404,133
+27,572
| +2% | +$1.03M |
2022 Q4
12 quarters
|
|
68
Bank of America
BAC
$362B
| $51.5M | 0.12% |
935,801
+20,182
| +2% | +$1.07M |
2018 Q4
28 quarters
|
|
69
SPDR Gold Trust
GLD
$142B
| $51.4M | 0.11% |
129,639
-33,952
| -21% | -$13M |
2021 Q2
18 quarters
|
|
70
Vanguard Morningstar Growth ETF
VUG
$232B
| $51.3M | 0.11% |
631,038
+10,314
| +2% | +$837K |
2021 Q1
19 quarters
|
|
71
Nuveen ESG International Developed Markets Equity ETF
NUDM
$872M
| $50.8M | 0.11% |
1,404,283
+23,078
| +2% | +$873K |
2021 Q3
17 quarters
|
|
72
Costco
COST
$433B
| $50.3M | 0.11% |
58,322
+263
| +0.5% | +$238K |
2018 Q4
28 quarters
|
|
73
GE Aerospace
GE
$324B
| $47.7M | 0.11% |
154,824
+821
| +0.5% | +$247K |
2018 Q4
28 quarters
|
|
74
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.23B
| $45.5M | 0.1% |
1,234,940
+131,297
| +12% | +$4.84M |
2022 Q2
14 quarters
|
|
75
Goldman Sachs
GS
$260B
| $43.7M | 0.1% |
49,726
+1,045
| +2% | +$853K |
2018 Q4
28 quarters
|
|
Similar funds
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 Miscellaneous at 81% of assets, down from 82% a quarter earlier, followed by Technology and Financials.
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.