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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 | |
|---|---|---|---|---|---|---|---|
76
iShares Bitcoin Trust
IBIT
$65.7B
| $58.6M | 0.11% |
1,760,650
+300,119
| +21% | +$12.2M |
2024 Q2
8 quarters
|
|
77
Bank of America
BAC
$359B
| $56.7M | 0.11% |
995,089
+68,003
| +7% | +$3.62M |
2018 Q4
30 quarters
|
|
78
Cisco
CSCO
$448B
| $56.4M | 0.11% |
479,918
+27,425
| +6% | +$2.87M |
2018 Q4
30 quarters
|
|
79
Mastercard
MA
$528B
| $55M | 0.11% |
107,159
-880
| -0.8% | -$439K |
2018 Q4
30 quarters
|
|
80
Vanguard Morningstar Growth ETF
VUG
$232B
| $54.9M | 0.11% |
637,823
+23,873
| +4% | +$2.01M |
2021 Q1
21 quarters
|
|
81
Netflix
NFLX
$294B
| $54.9M | 0.11% |
769,128
-28,687
| -4% | -$2.53M |
2018 Q4
30 quarters
|
|
82
Goldman Sachs
GS
$256B
| $53.7M | 0.1% |
53,116
+783
| +1% | +$763K |
2018 Q4
30 quarters
|
|
83
iShares Russell 1000 ETF
IWB
$49B
| $52.8M | 0.1% |
128,979
-185
| -0.1% | -$73.3K |
2021 Q2
20 quarters
|
|
84
Seagate
STX
$162B
| $51.5M | 0.1% |
53,393
+1,043
| +2% | +$796K |
2018 Q4
30 quarters
|
|
85
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.3B
| $50.1M | 0.1% |
1,354,616
+167,692
| +14% | +$6.21M |
2022 Q4
14 quarters
|
|
86
UnitedHealth
UNH
$355B
| $49.3M | 0.09% |
118,689
+19,885
| +20% | +$7.37M |
2018 Q4
30 quarters
|
|
87
AbbVie
ABBV
$501B
| $47.9M | 0.09% |
190,484
+7,550
| +4% | +$1.62M |
2018 Q4
30 quarters
|
|
88
GE Vernova
GEV
$251B
| $47.7M | 0.09% |
40,606
+1,000
| +3% | +$1.02M |
2024 Q2
8 quarters
|
|
|
89
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.22B
| $45.9M | 0.09% |
1,258,046
-277,492
| -18% | -$10.1M |
2022 Q2
16 quarters
|
|
90
State Street Technology Select Sector SPDR ETF
XLK
$125B
| $42.4M | 0.08% |
222,792
-3,781
| -2% | -$646K |
2021 Q2
20 quarters
|
|
91
Home Depot
HD
$295B
| $42M | 0.08% |
119,059
-3,060
| -3% | -$995K |
2018 Q4
30 quarters
|
|
92
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$2.45B
| $41.5M | 0.08% |
229,307
+43,328
| +23% | +$9.16M |
2021 Q3
19 quarters
|
|
93
SPDR Gold Trust
GLD
$139B
| $41.5M | 0.08% |
112,615
-13,288
| -11% | -$5.5M |
2021 Q2
20 quarters
|
|
94
Chevron
CVX
$436B
| $41M | 0.08% |
247,455
+8,050
| +3% | +$1.5M |
2018 Q4
30 quarters
|
|
95
Merck
MRK
$364B
| $40.8M | 0.08% |
317,659
+6,380
| +2% | +$747K |
2018 Q4
30 quarters
|
|
96
Coca-Cola
KO
$395B
| $40.8M | 0.08% |
501,901
+36,982
| +8% | +$2.92M |
2018 Q4
30 quarters
|
|
97
Procter & Gamble
PG
$364B
| $39.2M | 0.08% |
267,186
+17,218
| +7% | +$2.51M |
2018 Q4
30 quarters
|
|
98
iShares Semiconductor ETF
SOXX
$43B
| $39.2M | 0.08% |
61,114
+12,772
| +26% | +$6.48M |
2021 Q3
19 quarters
|
|
99
Morgan Stanley
MS
$285B
| $38.6M | 0.07% |
184,586
+7,913
| +4% | +$1.57M |
2018 Q4
30 quarters
|
|
100
Philip Morris
PM
$320B
| $38.1M | 0.07% |
210,718
+10,748
| +5% | +$1.86M |
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.