Wealthfront Advisers LLC
- SEC CIK
- 0001763921
- Latest filing
- Aug 7, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Feb 10, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 780
- +21 vs. Q3 2022
- Portfolio value
- $20.6B
- +$1.83B (+9.7%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 13,056,211 | $2.50B | 12.1% | −558,298−4.1% | Reduced | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 54,003,900 | $2.27B | 11.0% | −2,556,017−4.5% | Reduced | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 42,615,608 | $1.66B | 8.1% | −2,915,067−6.4% | Reduced | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 31,094,546 | $1.39B | 6.8% | +4,634,016+17.5% | Added | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 28,033,482 | $1.39B | 6.7% | −7,451,045−21.0% | Reduced | – |
| Schwab International Equity ETF808524805 | ETF | 42,725,190 | $1.38B | 6.7% | −598,012−1.4% | Reduced | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 25,383,544 | $1.19B | 5.7% | +3,910,875+18.2% | Added | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 11,441,457 | $864.3M | 4.2% | +652,543+6.0% | Added | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 5,049,567 | $766.8M | 3.7% | −478,143−8.6% | Reduced | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 11,806,214 | $538.6M | 2.6% | +7,530,960+176.2% | Added | – |
| Vanguard Real Estate ETF922908553 | ETF | 6,447,012 | $531.7M | 2.6% | +427,672+7.1% | Added | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 5,015,699 | $528.8M | 2.6% | +109,618+2.2% | Added | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 4,721,570 | $399.4M | 1.9% | +27,608+0.6% | Added | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 2,932,043 | $389.6M | 1.9% | +139,838+5.0% | Added | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,433,289 | $263.1M | 1.3% | +177,100+14.1% | Added | – |
| Vanguard S&P 500 ETF922908363 | ETF | 518,725 | $182.2M | 0.9% | −15,809−3.0% | Reduced | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 988,114 | $172.1M | 0.8% | −43,906−4.3% | Reduced | – |
| MSFTMicrosoft Corp | Stock | 630,365 | $151.2M | 0.7% | +39,073+6.6% | Added | History |
| AAPLApple Inc. | Stock | 1,074,303 | $139.6M | 0.7% | −407,054−27.5% | Reduced | History |
| Vanguard Energy ETF92204A306 | ETF | 1,133,303 | $137.4M | 0.7% | −45,078−3.8% | Reduced | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 1,498,769 | $131.1M | 0.6% | −55,306−3.6% | Reduced | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 1,109,107 | $94.0M | 0.5% | +44,241+4.2% | Added | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 1,057,964 | $76.0M | 0.4% | +57,419+5.7% | Added | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 647,846 | $68.4M | 0.3% | +584,967+930.3% | Added | – |
| Vanguard World FD921910733 | ESG US STK ETF | 782,373 | $51.5M | 0.2% | +129,674+19.9% | Added | – |
| UNHUnitedHealth Group Inc | Stock | 92,090 | $48.8M | 0.2% | −4,889−5.0% | Reduced | History |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 736,426 | $48.4M | 0.2% | +68,583+10.3% | Added | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 1,608,724 | $48.4M | 0.2% | +586,362+57.4% | Added | – |
| NVDANVIDIA Corp | Stock | 322,474 | $47.1M | 0.2% | +116,473+56.5% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 416,266 | $45.9M | 0.2% | +28,840+7.4% | Added | History |
| AMZNAmazon Com Inc | Stock | 526,444 | $44.2M | 0.2% | −288,099−35.4% | Reduced | History |
| JNJJohnson & Johnson | Stock | 247,125 | $43.7M | 0.2% | +20,254+8.9% | Added | History |
| LLYEli Lilly & Co | Stock | 111,420 | $40.8M | 0.2% | +1,391+1.3% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 130,554 | $40.3M | 0.2% | +15,559+13.5% | Added | History |
| Schwab US Tips ETF808524870 | ETF | 752,434 | $39.0M | 0.2% | +473,151+169.4% | Added | – |
| GOOGAlphabet Inc. | Stock | 428,806 | $38.0M | 0.2% | +26,776+6.7% | Added | History |
| GOOGLAlphabet Inc. | Stock | 429,815 | $37.9M | 0.2% | +18,506+4.5% | Added | History |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 790,089 | $36.9M | 0.2% | −458,247−36.7% | Reduced | – |
| HDHome Depot, Inc. | Stock | 116,506 | $36.8M | 0.2% | +13,290+12.9% | Added | History |
| PGProcter & Gamble Co | Stock | 225,758 | $34.2M | 0.2% | +12,542+5.9% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 244,421 | $32.8M | 0.2% | +17,081+7.5% | Added | History |
| CVXChevron Corp | Stock | 175,622 | $31.5M | 0.2% | +13,141+8.1% | Added | History |
| MRKMerck & Co., Inc. | Stock | 279,137 | $31.0M | 0.2% | +43,607+18.5% | Added | History |
| MAMastercard Inc | Stock | 87,944 | $30.6M | 0.1% | +23,482+36.4% | Added | History |
| ABBVAbbVie Inc. | Stock | 185,674 | $30.0M | 0.1% | +12,451+7.2% | Added | History |
| VVisa Inc. | Stock | 138,359 | $28.7M | 0.1% | +34,783+33.6% | Added | History |
| PEPPepsiCo Inc | Stock | 151,674 | $27.4M | 0.1% | +4,552+3.1% | Added | History |
| METAMeta Platforms, Inc. | Stock | 209,905 | $25.3M | 0.1% | +81,134+63.0% | Added | History |
| iShares Tr46435G193 | ESG AWRE USD ETF | 1,106,127 | $24.7M | 0.1% | +79,002+7.7% | Added | – |
| PFEPfizer Inc | Stock | 459,436 | $23.5M | 0.1% | −4,652−1.0% | Reduced | History |
| OXYOccidental Petroleum Corp | Stock | 355,459 | $22.4M | 0.1% | −12,824−3.5% | Reduced | History |
| Nushares ETF Tr67092P805 | NUVEEN ESG INTL | 865,587 | $22.3M | 0.1% | −60,247−6.5% | Reduced | – |
| COSTCostco Wholesale Corp | Stock | 48,585 | $22.2M | 0.1% | −7,778−13.8% | Reduced | History |
| ADBEAdobe Inc. | Stock | 64,920 | $21.8M | 0.1% | +41,027+171.7% | Added | History |
| DVNDevon Energy Corp | Stock | 345,316 | $21.2M | 0.1% | −10,885−3.1% | Reduced | History |
| WMTWalmart Inc. | Stock | 148,304 | $21.0M | 0.1% | +8,302+5.9% | Added | History |
| MCDMcDonalds Corp | Stock | 78,903 | $20.8M | 0.1% | −476−0.6% | Reduced | History |
| NFLXNetflix Inc | Stock | 67,084 | $19.8M | 0.1% | +9,531+16.6% | Added | History |
| AVGOBroadcom Inc. | Stock | 35,187 | $19.7M | 0.1% | +13,338+61.0% | Added | History |
| NEENextera Energy Inc | Stock | 229,380 | $19.2M | 0.1% | −50,082−17.9% | Reduced | History |
| BACBank of America Corp | Stock | 548,252 | $18.2M | 0.1% | −33,321−5.7% | Reduced | History |
| ACNAccenture plc | Stock | 67,590 | $18.0M | 0.1% | +1,620+2.5% | Added | History |
| BMYBristol Myers Squibb Co | Stock | 244,620 | $17.6M | 0.1% | +2,303+1.0% | Added | History |
| GILDGilead Sciences, Inc. | Stock | 203,505 | $17.5M | 0.1% | +3,373+1.7% | Added | History |
| KOCoca Cola Co | Stock | 273,858 | $17.4M | 0.1% | −1,467−0.5% | Reduced | History |
| AMGNAmgen Inc | Stock | 65,864 | $17.3M | 0.1% | +8,993+15.8% | Added | History |
| COPConocoPhillips | Stock | 143,263 | $16.9M | 0.1% | +98+0.1% | Added | History |
| HONHoneywell International Inc | COM | 78,138 | $16.7M | 0.1% | +7,429+10.5% | Added | History |
| ABTAbbott Laboratories | Stock | 148,629 | $16.3M | 0.1% | −18,024−10.8% | Reduced | History |
| DHRDanaher Corp | Stock | 61,389 | $16.3M | 0.1% | −22,097−26.5% | Reduced | History |
| iShares Core Dividend Growth ETF46434V621 | ETF | 321,831 | $16.1M | 0.1% | +321,831 | New | – |
| SBUXStarbucks Corp | Stock | 152,647 | $15.1M | 0.1% | +7,766+5.4% | Added | History |
| LOWLowes Companies Inc | Stock | 74,577 | $14.9M | 0.1% | −7,984−9.7% | Reduced | History |
| NKENIKE, Inc. | Stock | 125,603 | $14.7M | 0.1% | +37,261+42.2% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 26,655 | $14.7M | 0.1% | −9,068−25.4% | Reduced | History |
| INTUIntuit Inc. | Stock | 36,660 | $14.3M | 0.1% | +2,172+6.3% | Added | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 37,264 | $14.3M | 0.1% | +10,784+40.7% | Added | History |
| GSGoldman Sachs Group Inc | Stock | 40,931 | $14.1M | 0.1% | +6,700+19.6% | Added | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 52,162 | $13.9M | 0.1% | +720+1.4% | Added | – |
| LINLinde PLC | SHS | 42,144 | $13.7M | 0.1% | +11,607+38.0% | Added | History |
| CSCOCisco Systems, Inc. | Stock | 288,167 | $13.7M | 0.1% | +75,993+35.8% | Added | History |
| TXNTexas Instruments Inc | Stock | 81,804 | $13.5M | 0.1% | −28,809−26.0% | Reduced | History |
| SLBSLB Limited | Stock | 246,505 | $13.2M | 0.1% | −135−0.1% | Reduced | History |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 169,110 | $13.1M | 0.1% | −55,058−24.6% | Reduced | – |
| PMPhilip Morris International Inc. | Stock | 127,543 | $12.9M | 0.1% | −4,490−3.4% | Reduced | History |
| Schwab U.S. REIT ETF808524847 | ETF | 664,960 | $12.8M | 0.1% | −82,135−11.0% | Reduced | – |
| BABoeing Co | Stock | 66,335 | $12.6M | 0.1% | +47,129+245.4% | Added | History |
| LMTLockheed Martin Corp | Stock | 25,914 | $12.6M | 0.1% | +3,186+14.0% | Added | History |
| GISGeneral Mills Inc | Stock | 148,731 | $12.5M | 0.1% | +32,647+28.1% | Added | History |
| Nushares ETF Tr67092P888 | NUVEEN ESG EMRGN | 480,017 | $12.2M | 0.1% | −446,836−48.2% | Reduced | – |
| CLColgate Palmolive Co | Stock | 154,112 | $12.1M | 0.1% | −17,341−10.1% | Reduced | History |
| MPCMarathon Petroleum Corp | Stock | 103,453 | $12.0M | 0.1% | −2,865−2.7% | Reduced | History |
| ELVElevance Health, Inc. | Stock | 22,914 | $11.8M | 0.1% | +1,740+8.2% | Added | History |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 157,498 | $11.7M | 0.1% | −64,285−29.0% | Reduced | – |
| SOSouthern Co | Stock | 162,672 | $11.6M | 0.1% | −8,163−4.8% | Reduced | History |
| DEDeere & Co | Stock | 26,967 | $11.6M | 0.1% | +6,372+30.9% | Added | History |
| BLKBlackRock, Inc. | COM | 16,029 | $11.4M | 0.1% | +2,018+14.4% | Added | History |
| ORCLOracle Corp | Stock | 138,884 | $11.4M | 0.1% | +37,873+37.5% | Added | History |
| CMCSAComcast Corp | Stock | 323,447 | $11.3M | 0.1% | +104,492+47.7% | Added | History |
| ADPAutomatic Data Processing Inc | Stock | 47,220 | $11.3M | 0.1% | +4,472+10.5% | Added | History |
Sold out since Q3 2022 (32)
Positions held at the end of Q3 2022 that are gone from this filing.
| Security | Class | Shares in Q3 2022 | Value in Q3 2022 | % of portfolio in Q3 2022 | History |
|---|---|---|---|---|---|
| CTXSCitrix Systems Inc | COM | 24,814 | $2.58M | <0.1% | History |
| YAlleghany Corp | COM | 2,389 | $2.00M | <0.1% | History |
| MHKMohawk Industries Inc | COM | 20,705 | $1.89M | <0.1% | History |
| CLRContinental Resources, Inc | COM | 22,795 | $1.52M | <0.1% | History |
| ABMDAbiomed Inc | COM | 6,092 | $1.50M | <0.1% | History |
| TWTRTwitter, Inc. | COM | 28,855 | $1.26M | <0.1% | History |
| RIVNRivian Automotive, Inc. | Stock | 25,588 | $842.0K | <0.1% | History |
| DREDuke Realty Corp | COM NEW | 17,327 | $835.0K | <0.1% | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 4,191 | $691.0K | <0.1% | History |
| ZSZscaler, Inc. | Stock | 2,560 | $421.0K | <0.1% | History |
| Global X FDS37950E549 | GLB X SUPERDIV | 49,199 | $371.0K | <0.1% | – |
| Invesco Exch Traded FD Tr II46138E354 | S&P500 LOW VOL | 6,325 | $366.0K | <0.1% | – |
| INVHInvitation Homes Inc. | COM | 9,936 | $336.0K | <0.1% | History |
| PLUGPlug Power Inc | Stock | 15,050 | $316.0K | <0.1% | History |
| NLSNNielsen Holdings plc | SHS EUR | 11,388 | $316.0K | <0.1% | History |
| Global X FDS37954Y848 | GLOBAL X SILVER | 12,941 | $312.0K | <0.1% | – |
| ZENZendesk, Inc. | COM | 3,667 | $279.0K | <0.1% | History |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 5,402 | $261.0K | <0.1% | – |
| GMEGameStop Corp. | Stock | 10,310 | $259.0K | <0.1% | History |
| Vanguard Communication Services ETF92204A884 | ETF | 3,098 | $255.0K | <0.1% | – |
| UDRUDR, Inc. | COM | 6,015 | $251.0K | <0.1% | History |
| COINCoinbase Global, Inc. | COM CL A | 3,794 | $245.0K | <0.1% | History |
| GDDYGoDaddy Inc. | CL A | 3,399 | $241.0K | <0.1% | History |
| FOXAFox Corp | CL A COM | 7,750 | $238.0K | <0.1% | History |
| AGLagilon health, inc. | COM | 10,040 | $235.0K | <0.1% | History |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 9,299 | $234.0K | <0.1% | – |
| SPDR Series Trust78464A292 | ST STR PFD ETF | 6,545 | $228.0K | <0.1% | – |
| GNRCGenerac Holdings Inc. | Stock | 1,182 | $211.0K | <0.1% | History |
| ESSEssex Property Trust, Inc. | COM | 862 | $209.0K | <0.1% | History |
| XRAYDentsply Sirona Inc. | Stock | 7,079 | $201.0K | <0.1% | History |
| American Centy ETF Tr025072604 | AVANTIS EMGMKT | 4,380 | $201.0K | <0.1% | – |
| DNAGinkgo Bioworks Holdings, Inc. | CL A SHS | 16,936 | $53.0K | <0.1% | History |