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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
+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 | |
|---|---|---|---|---|---|---|---|
101
Gilead Sciences
GILD
$195B
| $29.2M | 0.07% |
238,068
+2,224
| +0.9% | +$270K |
2018 Q4
28 quarters
|
|
102
Morgan Stanley
MS
$286B
| $28.9M | 0.06% |
162,960
+5,385
| +3% | +$898K |
2018 Q4
28 quarters
|
|
103
Applied Materials
AMAT
$341B
| $28.9M | 0.06% |
112,472
+13,203
| +13% | +$3.17M |
2018 Q4
28 quarters
|
|
104
Salesforce
CRM
$203B
| $28.6M | 0.06% |
107,848
+6,872
| +7% | +$1.71M |
2018 Q4
28 quarters
|
|
105
TJX Companies
TJX
$159B
| $28M | 0.06% |
182,221
+10,401
| +6% | +$1.54M |
2018 Q4
28 quarters
|
|
106
McDonald's
MCD
$172B
| $27.4M | 0.06% |
89,558
+16,559
| +23% | +$5.07M |
2018 Q4
28 quarters
|
|
107
Vanguard Long-Term Treasury ETF
VGLT
$10.7B
| $27.1M | 0.06% |
485,671
-32,070
| -6% | -$1.82M |
2021 Q3
17 quarters
|
|
108
Merck
MRK
$358B
| $27.1M | 0.06% |
257,244
+46,675
| +22% | +$4.38M |
2018 Q4
28 quarters
|
|
109
Amgen
AMGN
$235B
| $26.9M | 0.06% |
82,287
+12,054
| +17% | +$3.82M |
2018 Q4
28 quarters
|
|
110
Intuitive Surgical
ISRG
$151B
| $26.2M | 0.06% |
46,256
+6,180
| +15% | +$3.29M |
2018 Q4
28 quarters
|
|
111
Vanguard Morningstar Mega Cap Growth ETF
MGK
$34.6B
| $26M | 0.06% |
315,335
+16,360
| +5% | +$1.34M |
2021 Q2
18 quarters
|
|
112
Capital One
COF
$122B
| $26M | 0.06% |
107,129
-453
| -0.4% | -$101K |
2018 Q4
28 quarters
|
|
113
Lam Research
LRCX
$347B
| $25.9M | 0.06% |
151,372
+23,240
| +18% | +$3.61M |
2018 Q4
28 quarters
|
|
114
Applovin
APP
$93.5B
| $25.3M | 0.06% |
37,516
+4,244
| +13% | +$2.67M |
2023 Q2
10 quarters
|
|
115
RTX Corp
RTX
$252B
| $25.3M | 0.06% |
137,733
+14,583
| +12% | +$2.53M |
2018 Q4
28 quarters
|
|
116
Verizon
VZ
$184B
| $25.2M | 0.06% |
619,264
+9,026
| +1% | +$366K |
2018 Q4
28 quarters
|
|
117
Uber
UBER
$146B
| $25.1M | 0.06% |
307,483
-8,182
| -3% | -$737K |
2021 Q4
16 quarters
|
|
118
Citigroup
C
$207B
| $24.3M | 0.05% |
208,067
+10,001
| +5% | +$1.04M |
2018 Q4
28 quarters
|
|
119
Grayscale Bitcoin Trust
GBTC
$12.3B
| $24.2M | 0.05% |
354,702
-18,728
| -5% | -$1.47M |
2024 Q2
6 quarters
|
|
120
Vanguard Information Technology ETF
VGT
$150B
| $23.8M | 0.05% |
252,752
+27,096
| +12% | +$2.57M |
2021 Q2
18 quarters
|
|
121
GE Vernova
GEV
$247B
| $23.8M | 0.05% |
36,428
+1,960
| +6% | +$1.19M |
2024 Q2
6 quarters
|
|
122
Amphenol
APH
$201B
| $22.7M | 0.05% |
336,480
+15,136
| +5% | +$1.01M |
2018 Q4
28 quarters
|
|
123
Blackrock
BLK
$174B
| $22M | 0.05% |
20,582
+113
| +0.6% | +$124K |
2018 Q4
28 quarters
|
|
124
ServiceNow
NOW
$154B
| $21.8M | 0.05% |
142,290
-4,780
| -3% | -$820K |
2020 Q1
23 quarters
|
|
125
McKesson
MCK
$116B
| $21.7M | 0.05% |
26,463
+906
| +4% | +$739K |
2018 Q4
28 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.