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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
ABBV icon
76
AbbVie
ABBV
$440B
$40.6M 0.1%
175,400
+14,845
+9% +$3.02M
T icon
77
AT&T
T
$166B
$39.8M 0.09%
1,411,031
+66,448
+5% +$1.89M
GS icon
78
Goldman Sachs
GS
$302B
$38.8M 0.09%
48,681
+780
+2% +$578K
PG icon
79
Procter & Gamble
PG
$335B
$38.5M 0.09%
250,813
+33,066
+15% +$5.16M
VTIP icon
80
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$19.8B
$37.1M 0.09%
732,614
-13,930
-2% -$701K
WFC icon
81
Wells Fargo
WFC
$269B
$36M 0.08%
429,018
+13,515
+3% +$1.1M
IBM icon
82
IBM
IBM
$222B
$35.5M 0.08%
125,746
-3,509
-3% -$918K
PM icon
83
Philip Morris
PM
$290B
$34.2M 0.08%
210,582
+52
+0% +$8.75K
GBTC icon
84
Grayscale Bitcoin Trust
GBTC
$9.51B
$33.5M 0.08%
373,430
-23,477
-6% -$2.11M
CVX icon
85
Chevron
CVX
$386B
$33.1M 0.08%
212,860
+56,544
+36% +$8.76M
XLK icon
86
State Street Technology Select Sector SPDR ETF
XLK
$124B
$32.3M 0.08%
229,416
+12,664
+6% +$1.68M
CAT icon
87
Caterpillar
CAT
$393B
$31.6M 0.07%
66,260
+1,561
+2% +$666K
UNH icon
88
UnitedHealth
UNH
$364B
$31.3M 0.07%
90,587
+27,941
+45% +$8.45M
UBER icon
89
Uber
UBER
$154B
$30.9M 0.07%
315,665
+9,335
+3% +$873K
SMH icon
90
VanEck Semiconductor ETF
SMH
$72B
$29.9M 0.07%
91,510
+4,433
+5% +$1.31M
PEP icon
91
PepsiCo
PEP
$189B
$29.5M 0.07%
210,309
+60,911
+41% +$8.7M
VGLT icon
92
Vanguard Long-Term Treasury ETF
VGLT
$10.3B
$29.4M 0.07%
517,741
+112,609
+28% +$6.28M
INTU icon
93
Intuit
INTU
$91.6B
$29M 0.07%
42,462
-40
-0.1% -$28.8K
VXUS icon
94
Vanguard Total International Stock ETF
VXUS
$164B
$28.9M 0.07%
394,007
+97,098
+33% +$6.89M
NUEM icon
95
Nuveen ESG Emerging Markets Equity ETF
NUEM
$397M
$28.5M 0.07%
797,834
-20,826
-3% -$713K
AXP icon
96
American Express
AXP
$232B
$27.6M 0.06%
83,170
+2,112
+3% +$672K
BIV icon
97
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$27.3M 0.06%
349,620
-6,047
-2% -$468K
NOW icon
98
ServiceNow
NOW
$129B
$27.1M 0.06%
147,070
-3,620
-2% -$676K
VZ icon
99
Verizon
VZ
$195B
$26.8M 0.06%
610,238
+77,991
+15% +$3.38M
GILD icon
100
Gilead Sciences
GILD
$168B
$26.2M 0.06%
235,844
-13,010
-5% -$1.48M
2 3
4
5 6

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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.