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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 | |
|---|---|---|---|---|---|---|---|
151
Charles Schwab
SCHW
$163B
| $17.2M | 0.04% |
172,371
-11,850
| -6% | -$1.12M |
2018 Q4
28 quarters
|
|
152
American Tower
AMT
$84.5B
| $17.2M | 0.04% |
97,961
+9,302
| +10% | +$1.69M |
2018 Q4
28 quarters
|
|
153
Pfizer
PFE
$168B
| $17.2M | 0.04% |
689,826
+110,462
| +19% | +$2.79M |
2018 Q4
28 quarters
|
|
154
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$43.9B
| $17M | 0.04% |
293,227
+26,389
| +10% | +$1.53M |
2023 Q4
8 quarters
|
|
155
Boeing
BA
$149B
| $17M | 0.04% |
78,461
-7,413
| -9% | -$1.52M |
2018 Q4
28 quarters
|
|
156
Altria Group
MO
$123B
| $16.9M | 0.04% |
292,598
-12,212
| -4% | -$737K |
2018 Q4
28 quarters
|
|
157
CVS Health
CVS
$118B
| $16.8M | 0.04% |
212,301
+24,417
| +13% | +$1.92M |
2018 Q4
28 quarters
|
|
158
Cencora
COR
$65.2B
| $16.7M | 0.04% |
49,538
+12,214
| +33% | +$4.16M |
2020 Q1
23 quarters
|
|
159
ConocoPhillips
COP
$170B
| $16.7M | 0.04% |
178,346
-15,256
| -8% | -$1.38M |
2018 Q4
28 quarters
|
|
160
NextEra Energy
NEE
$165B
| $16.5M | 0.04% |
205,858
+15,404
| +8% | +$1.28M |
2018 Q4
28 quarters
|
|
161
Intel
INTC
$504B
| $16.4M | 0.04% |
443,265
+173,460
| +64% | +$6.55M |
2018 Q4
28 quarters
|
|
162
Hormel Foods
HRL
$11.1B
| $16.3M | 0.04% |
689,641
+232,975
| +51% | +$5.44M |
2018 Q4
28 quarters
|
|
163
Thermo Fisher Scientific
TMO
$258B
| $16.3M | 0.04% |
28,123
+5,738
| +26% | +$3.24M |
2018 Q4
28 quarters
|
|
164
Kimberly-Clark
KMB
$34.6B
| $16M | 0.04% |
159,034
+69,723
| +78% | +$7.63M |
2018 Q4
28 quarters
|
|
165
Realty Income
O
$52.6B
| $15.9M | 0.04% |
281,477
+25,179
| +10% | +$1.46M |
2018 Q4
28 quarters
|
|
166
General Mills
GIS
$17.6B
| $15.5M | 0.03% |
333,915
+51,550
| +18% | +$2.45M |
2018 Q4
28 quarters
|
|
167
Marathon Petroleum
MPC
$134B
| $15.5M | 0.03% |
95,332
-2,251
| -2% | -$421K |
2018 Q4
28 quarters
|
|
168
Elevance Health
ELV
$92.9B
| $15.4M | 0.03% |
44,072
+9,030
| +26% | +$3.05M |
2018 Q4
28 quarters
|
|
169
Constellation Energy
CEG
$97.4B
| $15.4M | 0.03% |
43,726
+5,540
| +15% | +$2.01M |
2022 Q1
15 quarters
|
|
170
Vanguard Morningstar Value ETF
VTV
$190B
| $15.4M | 0.03% |
80,847
+6,878
| +9% | +$1.29M |
2021 Q2
18 quarters
|
|
171
Welltower
WELL
$169B
| $15.3M | 0.03% |
82,248
+4,313
| +6% | +$806K |
2018 Q4
28 quarters
|
|
172
Chubb
CB
$136B
| $15.2M | 0.03% |
48,801
+2,773
| +6% | +$811K |
2020 Q2
22 quarters
|
|
173
Rocket Companies
RKT
$31.3B
| $15.1M | 0.03% |
781,227
+185,993
| +31% | +$3.33M |
2024 Q1
7 quarters
|
|
174
Crown Castle
CCI
$34B
| $15M | 0.03% |
168,983
+12,258
| +8% | +$1.13M |
2018 Q4
28 quarters
|
|
175
Coinbase
COIN
$48.5B
| $14.9M | 0.03% |
66,005
-3,019
| -4% | -$900K |
2023 Q1
11 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.