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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
+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
(+9.7%)
Cap. Flow
+$1.2B
Cap. Flow
% of AUM
2.81%
Top 10 Holdings %
Top 10 Hldgs %
56.87%
Holding
1,027
New
64
Increased
588
Reduced
355
Closed
20
Avg Time Held
4
years
Top 10 Avg Time Held
5.6
years
Top 20 Avg Time Held
4.5
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Invesco California AMT-Free Municipal Bond ETF
PWZ
|
+$320M |
| 2 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$211M |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
+$106M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$102M |
| 5 |
Schwab US TIPS ETF
SCHP
|
+$99.5M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares California Muni Bond ETF
CMF
|
+$262M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$44.4M |
| 3 |
iShares National Muni Bond ETF
MUB
|
+$37.3M |
| 4 |
Schwab US Broad Market ETF
SCHB
|
+$31.3M |
| 5 |
Vanguard Morningstar Large-Cap ETF
VV
|
+$13.5M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 81.66% |
| 2 | Technology | 6.19% |
| 3 | Financials | 2.55% |
| 4 | Communication Services | 1.97% |
| 5 | Consumer Discretionary | 1.91% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
76
AbbVie
ABBV
$501B
| $40.6M | 0.1% |
175,400
+14,845
| +9% | +$3.02M |
2018 Q4
27 quarters
|
|
77
AT&T
T
$161B
| $39.8M | 0.09% |
1,411,031
+66,448
| +5% | +$1.89M |
2018 Q4
27 quarters
|
|
78
Goldman Sachs
GS
$260B
| $38.8M | 0.09% |
48,681
+780
| +2% | +$578K |
2018 Q4
27 quarters
|
|
79
Procter & Gamble
PG
$365B
| $38.5M | 0.09% |
250,813
+33,066
| +15% | +$5.16M |
2018 Q4
27 quarters
|
|
80
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$20.6B
| $37.1M | 0.09% |
732,614
-13,930
| -2% | -$701K |
2018 Q4
27 quarters
|
|
81
Wells Fargo
WFC
$248B
| $36M | 0.08% |
429,018
+13,515
| +3% | +$1.1M |
2018 Q4
27 quarters
|
|
82
IBM
IBM
$221B
| $35.5M | 0.08% |
125,746
-3,509
| -3% | -$918K |
2018 Q4
27 quarters
|
|
83
Philip Morris
PM
$312B
| $34.2M | 0.08% |
210,582
+52
| +0% | +$8.75K |
2018 Q4
27 quarters
|
|
84
Grayscale Bitcoin Trust
GBTC
$12.3B
| $33.5M | 0.08% |
373,430
-23,477
| -6% | -$2.11M |
2024 Q2
5 quarters
|
|
85
Chevron
CVX
$430B
| $33.1M | 0.08% |
212,860
+56,544
| +36% | +$8.76M |
2018 Q4
27 quarters
|
|
86
State Street Technology Select Sector SPDR ETF
XLK
$125B
| $32.3M | 0.08% |
229,416
+12,664
| +6% | +$1.68M |
2021 Q2
17 quarters
|
|
87
Caterpillar
CAT
$338B
| $31.6M | 0.07% |
66,260
+1,561
| +2% | +$666K |
2018 Q4
27 quarters
|
|
88
UnitedHealth
UNH
$365B
| $31.3M | 0.07% |
90,587
+27,941
| +45% | +$8.45M |
2018 Q4
27 quarters
|
|
89
Uber
UBER
$146B
| $30.9M | 0.07% |
315,665
+9,335
| +3% | +$873K |
2021 Q4
15 quarters
|
|
90
VanEck Semiconductor ETF
SMH
$68.1B
| $29.9M | 0.07% |
91,510
+4,433
| +5% | +$1.31M |
2021 Q3
16 quarters
|
|
91
PepsiCo
PEP
$175B
| $29.5M | 0.07% |
210,309
+60,911
| +41% | +$8.7M |
2018 Q4
27 quarters
|
|
92
Vanguard Long-Term Treasury ETF
VGLT
$10.7B
| $29.4M | 0.07% |
517,741
+112,609
| +28% | +$6.28M |
2021 Q3
16 quarters
|
|
93
Intuit
INTU
$88.2B
| $29M | 0.07% |
42,462
-40
| -0.1% | -$28.8K |
2018 Q4
27 quarters
|
|
94
Vanguard Total International Stock ETF
VXUS
$161B
| $28.9M | 0.07% |
394,007
+97,098
| +33% | +$6.89M |
2021 Q3
16 quarters
|
|
95
Nuveen ESG Emerging Markets Equity ETF
NUEM
$463M
| $28.5M | 0.07% |
797,834
-20,826
| -3% | -$713K |
2021 Q3
16 quarters
|
|
96
American Express
AXP
$212B
| $27.6M | 0.06% |
83,170
+2,112
| +3% | +$672K |
2018 Q4
27 quarters
|
|
97
Vanguard Intermediate-Term Bond ETF
BIV
$28.4B
| $27.3M | 0.06% |
349,620
-6,047
| -2% | -$468K |
2018 Q4
27 quarters
|
|
98
ServiceNow
NOW
$154B
| $27.1M | 0.06% |
147,070
-3,620
| -2% | -$676K |
2020 Q1
22 quarters
|
|
99
Verizon
VZ
$184B
| $26.8M | 0.06% |
610,238
+77,991
| +15% | +$3.38M |
2018 Q4
27 quarters
|
|
100
Gilead Sciences
GILD
$195B
| $26.2M | 0.06% |
235,844
-13,010
| -5% | -$1.48M |
2018 Q4
27 quarters
|
|
Similar funds
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 Miscellaneous at 82% of assets, down from 82% a quarter earlier, followed by Technology and Financials.
- 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.