We are live on
!
Find out more
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 | |
|---|---|---|---|---|---|---|---|
76
iShares Russell 1000 ETF
IWB
$49.2B
| $43.1M | 0.1% |
115,305
+2,234
| +2% | +$827K |
2021 Q2
18 quarters
|
|
77
Oracle
ORCL
$399B
| $42.2M | 0.09% |
216,643
+3,193
| +1% | +$760K |
2018 Q4
28 quarters
|
|
78
AbbVie
ABBV
$503B
| $41.1M | 0.09% |
180,003
+4,603
| +3% | +$1.05M |
2018 Q4
28 quarters
|
|
79
Wells Fargo
WFC
$253B
| $40.8M | 0.09% |
437,932
+8,914
| +2% | +$774K |
2018 Q4
28 quarters
|
|
80
Caterpillar
CAT
$340B
| $40.3M | 0.09% |
70,350
+4,090
| +6% | +$2.27M |
2018 Q4
28 quarters
|
|
81
Home Depot
HD
$311B
| $40M | 0.09% |
116,346
-2,790
| -2% | -$1.02M |
2018 Q4
28 quarters
|
|
82
IBM
IBM
$219B
| $38.7M | 0.09% |
130,666
+4,920
| +4% | +$1.47M |
2018 Q4
28 quarters
|
|
83
Vanguard Total International Stock ETF
VXUS
$162B
| $36.8M | 0.08% |
487,630
+93,623
| +24% | +$6.99M |
2021 Q3
17 quarters
|
|
84
Procter & Gamble
PG
$370B
| $35.2M | 0.08% |
245,869
-4,944
| -2% | -$729K |
2018 Q4
28 quarters
|
|
85
AT&T
T
$162B
| $34.8M | 0.08% |
1,401,599
-9,432
| -0.7% | -$239K |
2018 Q4
28 quarters
|
|
86
PepsiCo
PEP
$177B
| $34.6M | 0.08% |
241,210
+30,901
| +15% | +$4.54M |
2018 Q4
28 quarters
|
|
87
Micron Technology
MU
$1.02T
| $34.3M | 0.08% |
120,295
+24,899
| +26% | +$5.71M |
2018 Q4
28 quarters
|
|
88
VanEck Semiconductor ETF
SMH
$67.5B
| $33.8M | 0.08% |
93,804
+2,294
| +3% | +$805K |
2021 Q3
17 quarters
|
|
89
American Express
AXP
$215B
| $32.4M | 0.07% |
87,504
+4,334
| +5% | +$1.55M |
2018 Q4
28 quarters
|
|
90
Cisco
CSCO
$429B
| $32.2M | 0.07% |
417,912
+43,144
| +12% | +$3.2M |
2018 Q4
28 quarters
|
|
91
State Street Technology Select Sector SPDR ETF
XLK
$123B
| $32.1M | 0.07% |
223,279
-6,137
| -3% | -$886K |
2021 Q2
18 quarters
|
|
92
UnitedHealth
UNH
$358B
| $31.8M | 0.07% |
96,224
+5,637
| +6% | +$1.91M |
2018 Q4
28 quarters
|
|
93
Coca-Cola
KO
$401B
| $31.6M | 0.07% |
451,752
+92,112
| +26% | +$6.42M |
2018 Q4
28 quarters
|
|
94
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$2.52B
| $31.4M | 0.07% |
152,578
+16,997
| +13% | +$3.12M |
2021 Q3
17 quarters
|
|
95
Philip Morris
PM
$319B
| $31M | 0.07% |
193,143
-17,439
| -8% | -$2.7M |
2018 Q4
28 quarters
|
|
96
Chevron
CVX
$434B
| $31M | 0.07% |
203,130
-9,730
| -5% | -$1.48M |
2018 Q4
28 quarters
|
|
97
Vanguard Intermediate-Term Bond ETF
BIV
$28.4B
| $30.6M | 0.07% |
393,184
+43,564
| +12% | +$3.41M |
2018 Q4
28 quarters
|
|
98
SPDR Gold MiniShares Trust
GLDM
$31.1B
| $30.2M | 0.07% |
353,855
+332,515
| +1,558% | +$27.3M |
2025 Q2
2 quarters
|
|
99
Intuit
INTU
$86.5B
| $29.4M | 0.07% |
44,345
+1,883
| +4% | +$1.24M |
2018 Q4
28 quarters
|
|
100
Nuveen ESG Emerging Markets Equity ETF
NUEM
$460M
| $29.3M | 0.07% |
823,773
+25,939
| +3% | +$943K |
2021 Q3
17 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.