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Wealthfront Advisers Portfolio holdings
AUM
$52B
1-Year Est. Return
24.53%
This Fund
S&P 500
This Quarter
Est. Return
-0.32%
1 Year Est. Return
+24.53%
3 Year Est. Return
+63.26%
5 Year Est. Return
+56.07%
10 Year Est. Return
–
AUM
$45.6B
AUM Growth
+$816M
(+1.8%)
Cap. Flow
+$1.38B
Cap. Flow
% of AUM
3.03%
Top 10 Holdings %
Top 10 Hldgs %
55.81%
Holding
1,108
New
56
Increased
704
Reduced
315
Closed
32
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$411M |
| 2 |
iShares Core Dividend Growth ETF
DGRO
|
+$251M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$129M |
| 4 |
Schwab International Equity ETF
SCHF
|
+$124M |
| 5 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$105M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Dividend Appreciation ETF
VIG
|
+$197M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$82.9M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$65.9M |
| 4 |
iShares National Muni Bond ETF
MUB
|
+$49.2M |
| 5 |
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
|
+$40.8M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 5.79% |
| 2 | Financials | 2.3% |
| 3 | Communication Services | 1.93% |
| 4 | Consumer Discretionary | 1.73% |
| 5 | Industrials | 1.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
51
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.58B
| $91.3M | 0.2% |
911,484
-407,914
| -31% | -$40.8M |
|
52
ExxonMobil
XOM
$634B
| $84.9M | 0.19% |
500,455
+37,414
| +8% | +$5.46M |
|
53
Johnson & Johnson
JNJ
$625B
| $84.3M | 0.19% |
345,011
+17,469
| +5% | +$4.07M |
|
54
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.29B
| $84M | 0.18% |
3,630,036
-58,955
| -2% | -$1.38M |
|
55
iShares 1-3 Year Treasury Bond ETF
SHY
$25.1B
| $83.8M | 0.18% |
1,014,778
+267,633
| +36% | +$22.2M |
|
56
Palantir
PLTR
$413B
| $82.6M | 0.18% |
564,361
+13,420
| +2% | +$2.05M |
|
57
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.62B
| $81.7M | 0.18% |
1,931,911
-881,190
| -31% | -$37.6M |
|
58
Walmart Inc
WMT
$890B
| $79.7M | 0.18% |
641,515
+50,722
| +9% | +$6.23M |
|
59
Netflix
NFLX
$309B
| $76.7M | 0.17% |
797,815
+32,246
| +4% | +$2.84M |
|
60
Schwab Short-Term US Treasury ETF
SCHO
$12.8B
| $72.3M | 0.16% |
2,978,594
-1,098,731
| -27% | -$26.7M |
|
61
Costco
COST
$420B
| $66M | 0.14% |
66,236
+7,914
| +14% | +$7.71M |
|
62
Advanced Micro Devices
AMD
$789B
| $65.2M | 0.14% |
320,629
+25,531
| +9% | +$5.45M |
|
63
Invesco NASDAQ 100 ETF
QQQM
$102B
| $61.7M | 0.14% |
259,607
+47,597
| +22% | +$11.9M |
|
64
Nuveen ESG International Developed Markets Equity ETF
NUDM
$728M
| $59.1M | 0.13% |
1,637,618
+233,335
| +17% | +$8.77M |
|
65
Visa
V
$677B
| $59M | 0.13% |
195,150
+3,850
| +2% | +$1.24M |
|
66
Fidelity Nasdaq Composite Index ETF
ONEQ
$10.9B
| $58.6M | 0.13% |
689,936
+1,111
| +0.2% | +$99.8K |
|
67
iShares Bitcoin Trust
IBIT
$47.8B
| $56.1M | 0.12% |
1,460,531
+344,030
| +31% | +$14.9M |
|
68
Micron Technology
MU
$991B
| $55.7M | 0.12% |
164,821
+44,526
| +37% | +$17.4M |
|
69
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.48B
| $55.5M | 0.12% |
1,535,538
+300,598
| +24% | +$11M |
|
70
SPDR Gold Trust
GLD
$141B
| $54.2M | 0.12% |
125,903
-3,736
| -3% | -$1.67M |
|
71
Mastercard
MA
$493B
| $54M | 0.12% |
108,039
+1,366
| +1% | +$719K |
|
72
Caterpillar
CAT
$387B
| $53M | 0.12% |
74,764
+4,414
| +6% | +$3.06M |
|
73
Chevron
CVX
$366B
| $49.5M | 0.11% |
239,405
+36,275
| +18% | +$6.61M |
|
74
Vanguard Total International Stock ETF
VXUS
$160B
| $46.9M | 0.1% |
608,493
+120,863
| +25% | +$9.6M |
|
75
iShares Russell 1000 ETF
IWB
$50.1B
| $46.1M | 0.1% |
129,164
+13,859
| +12% | +$5.16M |
|
Similar funds
SCP
Wealthfront Advisers's Q1 2026 Portfolio in Review
As of Q1 2026, Wealthfront Advisers held 1,108 positions worth $45.6B, up 1.8% from $44.7B the previous quarter. Its ten largest holdings account for 56% of the portfolio.
Wealthfront Advisers deployed $1.38B of net new capital in Q1 2026, opening 56 new positions and adding to 704 existing holdings. Its largest new stake was Mercado Libre: 396 shares worth $685K.
By sector, the portfolio is most concentrated in Technology at 5.8% of assets, down from 6.2% a quarter earlier, followed by Financials and Communication Services.
On the sell side, the largest reduction was Vanguard Dividend Appreciation ETF, an estimated $197M trimmed.
- Wealthfront Advisers's largest Q1 2026 buy was Mercado Libre: 396 shares worth $685K.
- Wealthfront Advisers added most to iShares Core S&P Total US Stock Market ETF in Q1 2026, an estimated $411M increase.
- Wealthfront Advisers's biggest Q1 2026 reduction was Vanguard Dividend Appreciation ETF, cutting an estimated $197M.
- Wealthfront Advisers fully exited Warner Music in Q1 2026, selling an estimated $1.93M.
- Wealthfront Advisers's ten largest holdings make up 56% of its $45.6B portfolio in Q1 2026.
- Wealthfront Advisers opened 56 new positions and closed 32 in Q1 2026.
- Wealthfront Advisers's portfolio value rose 1.8% quarter-over-quarter to $45.6B.
Based on Wealthfront Advisers's 13F filing for Q1 2026, filed 5 May 2026.