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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
+9.35%
1 Year Est. Return
+24.53%
3 Year Est. Return
+63.26%
5 Year Est. Return
+56.07%
10 Year Est. Return
–
AUM
$38.8B
AUM Growth
+$1.58B
(+4.2%)
Cap. Flow
+$643M
Cap. Flow
% of AUM
1.66%
Top 10 Holdings %
Top 10 Hldgs %
56.9%
Holding
987
New
53
Increased
543
Reduced
365
Closed
24
Avg Time Held
4
years
Top 10 Avg Time Held
5.3
years
Top 20 Avg Time Held
4.3
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$344M |
| 2 |
Vanguard Dividend Appreciation ETF
VIG
|
+$288M |
| 3 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$162M |
| 4 |
Invesco California AMT-Free Municipal Bond ETF
PWZ
|
+$117M |
| 5 |
Schwab International Equity ETF
SCHF
|
+$102M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core Dividend Growth ETF
DGRO
|
+$219M |
| 2 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$204M |
| 3 |
iShares National Muni Bond ETF
MUB
|
+$137M |
| 4 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
+$97.9M |
| 5 |
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
|
+$71.4M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 81.87% |
| 2 | Technology | 5.82% |
| 3 | Financials | 2.61% |
| 4 | Communication Services | 1.87% |
| 5 | Consumer Discretionary | 1.84% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
101
Coinbase
COIN
$48.5B
| $23.4M | 0.06% |
66,671
-969
| -1% | -$227K |
2023 Q1
9 quarters
|
|
102
Verizon
VZ
$184B
| $23M | 0.06% |
532,247
+14,964
| +3% | +$648K |
2018 Q4
26 quarters
|
|
103
Vanguard Long-Term Treasury ETF
VGLT
$10.7B
| $22.7M | 0.06% |
405,132
+43,934
| +12% | +$2.44M |
2021 Q3
15 quarters
|
|
104
Capital One
COF
$123B
| $22.6M | 0.06% |
106,098
+63,245
| +148% | +$11.8M |
2018 Q4
26 quarters
|
|
105
Strategy Inc
MSTR
$63.7B
| $22.5M | 0.06% |
55,614
-1,645
| -3% | -$599K |
2024 Q1
5 quarters
|
|
106
Progressive
PGR
$125B
| $22.4M | 0.06% |
84,069
+415
| +0.5% | +$114K |
2018 Q4
26 quarters
|
|
107
Chevron
CVX
$429B
| $22.4M | 0.06% |
156,316
-19,589
| -11% | -$2.76M |
2018 Q4
26 quarters
|
|
108
Vanguard Morningstar Mega Cap Growth ETF
MGK
$34.7B
| $21.9M | 0.06% |
298,570
-8,740
| -3% | -$576K |
2021 Q2
16 quarters
|
|
109
S&P Global
SPGI
$125B
| $21.5M | 0.06% |
40,727
+2,391
| +6% | +$1.19M |
2018 Q4
26 quarters
|
|
110
Morgan Stanley
MS
$286B
| $21.4M | 0.06% |
151,699
+23,856
| +19% | +$2.93M |
2018 Q4
26 quarters
|
|
111
Blackrock
BLK
$173B
| $21M | 0.05% |
20,020
+2,176
| +12% | +$2.06M |
2018 Q4
26 quarters
|
|
112
Vanguard Total International Stock ETF
VXUS
$161B
| $20.5M | 0.05% |
296,909
+62,185
| +26% | +$4.04M |
2021 Q3
15 quarters
|
|
113
TJX Companies
TJX
$159B
| $20.2M | 0.05% |
163,814
+6,949
| +4% | +$881K |
2018 Q4
26 quarters
|
|
114
McKesson
MCK
$116B
| $20M | 0.05% |
27,286
+1,816
| +7% | +$1.28M |
2018 Q4
26 quarters
|
|
115
PepsiCo
PEP
$175B
| $19.7M | 0.05% |
149,398
+40,307
| +37% | +$5.43M |
2018 Q4
26 quarters
|
|
116
McDonald's
MCD
$171B
| $19.7M | 0.05% |
67,493
-10,129
| -13% | -$3.12M |
2018 Q4
26 quarters
|
|
117
Eaton
ETN
$156B
| $19.7M | 0.05% |
55,233
+4,239
| +8% | +$1.31M |
2018 Q4
26 quarters
|
|
118
American Tower
AMT
$84.3B
| $19.7M | 0.05% |
88,936
+8,957
| +11% | +$1.93M |
2018 Q4
26 quarters
|
|
119
Vertex Pharmaceuticals
VRTX
$129B
| $19.6M | 0.05% |
43,918
-3,014
| -6% | -$1.39M |
2018 Q4
26 quarters
|
|
120
UnitedHealth
UNH
$367B
| $19.5M | 0.05% |
62,646
-18,862
| -23% | -$7.21M |
2018 Q4
26 quarters
|
|
121
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$2.5B
| $19.1M | 0.05% |
138,061
+60,238
| +77% | +$8.05M |
2021 Q3
15 quarters
|
|
122
Applied Materials
AMAT
$344B
| $18.8M | 0.05% |
102,713
-8,076
| -7% | -$1.28M |
2018 Q4
26 quarters
|
|
123
Adobe
ADBE
$97.1B
| $18.7M | 0.05% |
48,461
+58
| +0.1% | +$22.3K |
2018 Q4
26 quarters
|
|
124
Crown Castle
CCI
$34.1B
| $18.4M | 0.05% |
179,286
+43,567
| +32% | +$4.41M |
2018 Q4
26 quarters
|
|
125
Accenture
ACN
$137B
| $18.3M | 0.05% |
61,064
+7,622
| +14% | +$2.32M |
2018 Q4
26 quarters
|
|
Similar funds
Wealthfront Advisers's Q2 2025 Portfolio in Review
As of Q2 2025, Wealthfront Advisers held 987 positions worth $38.8B, up 4.2% from $37.3B the previous quarter. Its ten largest holdings account for 57% of the portfolio.
Wealthfront Advisers's Q2 2025 filing shows 53 new, 543 increased, 365 reduced and 24 closed positions. Its largest new stake was Oscar Health: 43,841 shares worth $940K. The largest sale was iShares Core Dividend Growth ETF, an estimated $219M.
By sector, the portfolio is most concentrated in Miscellaneous at 82% of assets, down from 84% a quarter earlier, followed by Technology and Financials.
- Wealthfront Advisers's largest Q2 2025 buy was Oscar Health: 43,841 shares worth $940K.
- Wealthfront Advisers added most to Vanguard Morningstar Total Stock Market ETF in Q2 2025, an estimated $344M increase.
- Wealthfront Advisers's biggest Q2 2025 reduction was iShares Core Dividend Growth ETF, cutting an estimated $219M.
- Wealthfront Advisers fully exited Campbell Soup in Q2 2025, selling an estimated $7.94M.
- Wealthfront Advisers's ten largest holdings make up 57% of its $38.8B portfolio in Q2 2025.
- Wealthfront Advisers opened 53 new positions and closed 24 in Q2 2025.
- Wealthfront Advisers's portfolio value rose 4.2% quarter-over-quarter to $38.8B.
Based on Wealthfront Advisers's 13F filing for Q2 2025, filed 31 Jul 2025.