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Wealthfront Advisers

Wealthfront Advisers Portfolio holdings

AUM $45.6B
1-Year Est. Return 18.83%
This Fund
S&P 500
This Quarter Est. Return
+9.35%
1 Year Est. Return
+18.83%
3 Year Est. Return
+48.65%
5 Year Est. Return
+44%
10 Year Est. Return
–
AUM
$38.8B
AUM Growth
+$1.58B
Cap. Flow
+$643M
Cap. Flow %
1.66%
Top 10 Hldgs %
56.9%
Holding
987
New
53
Increased
543
Reduced
365
Closed
24

Top Buys

1
VTI icon
Vanguard Total Stock Market ETF
VTI
+$344M
2
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$288M
3
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$162M
4
PWZ icon
Invesco California AMT-Free Municipal Bond ETF
PWZ
+$117M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$102M

Top Sells

1
DGRO icon
iShares Core Dividend Growth ETF
DGRO
+$219M
2
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$204M
3
MUB icon
iShares National Muni Bond ETF
MUB
+$137M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$97.9M
5
FLRN icon
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$71.4M

Sector Composition

1 Technology 5.82%
2 Financials 2.61%
3 Communication Services 1.87%
4 Consumer Discretionary 1.84%
5 Healthcare 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
COIN icon
101
Coinbase
COIN
$41.4B
$23.4M 0.06%
66,671
-969
-1% -$227K
VZ icon
102
Verizon
VZ
$182B
$23M 0.06%
532,247
+14,964
+3% +$648K
VGLT icon
103
Vanguard Long-Term Treasury ETF
VGLT
$10.3B
$22.7M 0.06%
405,132
+43,934
+12% +$2.44M
COF icon
104
Capital One
COF
$128B
$22.6M 0.06%
106,098
+63,245
+148% +$11.8M
MSTR icon
105
Strategy Inc
MSTR
$34.4B
$22.5M 0.06%
55,614
-1,645
-3% -$599K
PGR icon
106
Progressive
PGR
$121B
$22.4M 0.06%
84,069
+415
+0.5% +$114K
CVX icon
107
Chevron
CVX
$373B
$22.4M 0.06%
156,316
-19,589
-11% -$2.76M
MGK icon
108
Vanguard Mega Cap Growth ETF
MGK
$32.7B
$21.9M 0.06%
298,570
-8,740
-3% -$576K
SPGI icon
109
S&P Global
SPGI
$133B
$21.5M 0.06%
40,727
+2,391
+6% +$1.19M
MS icon
110
Morgan Stanley
MS
$339B
$21.4M 0.06%
151,699
+23,856
+19% +$2.93M
BLK icon
111
Blackrock
BLK
$166B
$21M 0.05%
20,020
+2,176
+12% +$2.06M
VXUS icon
112
Vanguard Total International Stock ETF
VXUS
$153B
$20.5M 0.05%
296,909
+62,185
+26% +$4.04M
TJX icon
113
TJX Companies
TJX
$171B
$20.2M 0.05%
163,814
+6,949
+4% +$881K
MCK icon
114
McKesson
MCK
$98.5B
$20M 0.05%
27,286
+1,816
+7% +$1.28M
PEP icon
115
PepsiCo
PEP
$187B
$19.7M 0.05%
149,398
+40,307
+37% +$5.43M
MCD icon
116
McDonald's
MCD
$190B
$19.7M 0.05%
67,493
-10,129
-13% -$3.12M
ETN icon
117
Eaton
ETN
$155B
$19.7M 0.05%
55,233
+4,239
+8% +$1.31M
AMT icon
118
American Tower
AMT
$79.2B
$19.7M 0.05%
88,936
+8,957
+11% +$1.93M
VRTX icon
119
Vertex Pharmaceuticals
VRTX
$123B
$19.6M 0.05%
43,918
-3,014
-6% -$1.39M
UNH icon
120
UnitedHealth
UNH
$387B
$19.5M 0.05%
62,646
-18,862
-23% -$7.21M
GLTR icon
121
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$2.43B
$19.1M 0.05%
138,061
+60,238
+77% +$8.05M
AMAT icon
122
Applied Materials
AMAT
$421B
$18.8M 0.05%
102,713
-8,076
-7% -$1.28M
ADBE icon
123
Adobe
ADBE
$94.3B
$18.7M 0.05%
48,461
+58
+0.1% +$22.3K
CCI icon
124
Crown Castle
CCI
$34.6B
$18.4M 0.05%
179,286
+43,567
+32% +$4.41M
ACN icon
125
Accenture
ACN
$87.9B
$18.3M 0.05%
61,064
+7,622
+14% +$2.32M
3 4
5
6 7

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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 Technology at 5.8% of assets, up from 4.7% a quarter earlier, followed by Financials and Communication Services.

  • Wealthfront Advisers's largest Q2 2025 buy was Oscar Health: 43,841 shares worth $940K.
  • Wealthfront Advisers added most to Vanguard 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.