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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 | |
|---|---|---|---|---|---|---|---|
101
Nuveen ESG Emerging Markets Equity ETF
NUEM
$465M
| $37.9M | 0.07% |
892,927
+4,169
| +0.5% | +$171K |
2021 Q3
19 quarters
|
|
102
IBM
IBM
$215B
| $37.3M | 0.07% |
132,528
-1,619
| -1% | -$408K |
2018 Q4
30 quarters
|
|
103
Marvell Technology
MRVL
$220B
| $37.3M | 0.07% |
125,070
+48,897
| +64% | +$9.8M |
2022 Q3
15 quarters
|
|
104
SPDR Gold MiniShares Trust
GLDM
$30.5B
| $36.4M | 0.07% |
458,933
+411
| +0.1% | +$36.7K |
2025 Q2
4 quarters
|
|
105
Wells Fargo
WFC
$243B
| $34.7M | 0.07% |
420,371
-1,762
| -0.4% | -$142K |
2018 Q4
30 quarters
|
|
106
Progressive
PGR
$124B
| $34.5M | 0.07% |
157,731
+69,677
| +79% | +$14M |
2018 Q4
30 quarters
|
|
107
Texas Instruments
TXN
$256B
| $34.1M | 0.07% |
114,510
+14,288
| +14% | +$3.96M |
2018 Q4
30 quarters
|
|
108
Citigroup
C
$205B
| $34M | 0.07% |
243,164
+17,190
| +8% | +$2.24M |
2018 Q4
30 quarters
|
|
109
Vanguard Information Technology ETF
VGT
$151B
| $34M | 0.07% |
284,640
+15,600
| +6% | +$1.71M |
2021 Q2
20 quarters
|
|
110
Palo Alto Networks
PANW
$307B
| $33.6M | 0.06% |
98,573
+24,308
| +33% | +$5.56M |
2021 Q3
19 quarters
|
|
111
Linde
LIN
$227B
| $33.4M | 0.06% |
64,305
+2,021
| +3% | +$1.02M |
2018 Q4
30 quarters
|
|
112
Western Digital
WDC
$136B
| $33.3M | 0.06% |
52,197
+6,345
| +14% | +$3.09M |
2023 Q3
11 quarters
|
|
113
Oracle
ORCL
$396B
| $32.5M | 0.06% |
221,822
-1,257
| -0.6% | -$228K |
2018 Q4
30 quarters
|
|
114
Vanguard Intermediate-Term Bond ETF
BIV
$28.2B
| $31.5M | 0.06% |
410,897
-11,279
| -3% | -$866K |
2018 Q4
30 quarters
|
|
115
American Express
AXP
$207B
| $31.5M | 0.06% |
93,076
+5,724
| +7% | +$1.83M |
2018 Q4
30 quarters
|
|
116
Amgen
AMGN
$230B
| $30.5M | 0.06% |
84,152
-6,410
| -7% | -$2.19M |
2018 Q4
30 quarters
|
|
117
Vanguard Total World Stock ETF
VT
$81.7B
| $30.3M | 0.06% |
192,757
+25,892
| +16% | +$3.95M |
2021 Q4
18 quarters
|
|
118
Gilead Sciences
GILD
$190B
| $30.3M | 0.06% |
239,441
-5,047
| -2% | -$665K |
2018 Q4
30 quarters
|
|
119
Vanguard Morningstar Mega Cap Growth ETF
MGK
$34.7B
| $30M | 0.06% |
341,174
-7,646
| -2% | -$653K |
2021 Q2
20 quarters
|
|
120
Arista Networks
ANET
$246B
| $29.7M | 0.06% |
174,820
+7,744
| +5% | +$1.22M |
2020 Q1
25 quarters
|
|
121
Amphenol
APH
$204B
| $29.3M | 0.06% |
331,788
-20,736
| -6% | -$1.49M |
2018 Q4
30 quarters
|
|
122
Chubb
CB
$135B
| $29.1M | 0.06% |
85,452
+33,124
| +63% | +$10.8M |
2020 Q2
24 quarters
|
|
123
TJX Companies
TJX
$157B
| $28.7M | 0.06% |
189,675
-13,928
| -7% | -$2.2M |
2018 Q4
30 quarters
|
|
124
Colgate-Palmolive
CL
$74B
| $28M | 0.05% |
305,090
+41,712
| +16% | +$3.65M |
2018 Q4
30 quarters
|
|
125
Dell
DELL
$323B
| $27.8M | 0.05% |
64,441
+4,016
| +7% | +$1.16M |
2022 Q4
14 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.