Wealthfront Advisers LLC
- SEC CIK
- 0001763921
- Latest filing
- Aug 7, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed Apr 28, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 805
- +25 vs. Q4 2022
- Portfolio value
- $22.0B
- +$1.37B (+6.6%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 13,673,555 | $2.79B | 12.7% | +617,344+4.7% | Added | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 53,113,807 | $2.40B | 10.9% | −890,093−1.6% | Reduced | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 38,499,130 | $1.56B | 7.1% | −4,116,478−9.7% | Reduced | – |
| Schwab International Equity ETF808524805 | ETF | 43,092,165 | $1.50B | 6.8% | +366,975+0.9% | Added | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 29,484,498 | $1.44B | 6.5% | +4,100,954+16.2% | Added | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 25,742,498 | $1.30B | 5.9% | −2,290,984−8.2% | Reduced | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 25,870,301 | $1.24B | 5.6% | −5,224,245−16.8% | Reduced | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 5,724,219 | $881.6M | 4.0% | +674,652+13.4% | Added | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 8,714,263 | $637.5M | 2.9% | −2,727,194−23.8% | Reduced | – |
| Vanguard Real Estate ETF922908553 | ETF | 6,902,718 | $573.2M | 2.6% | +455,706+7.1% | Added | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 5,185,569 | $568.4M | 2.6% | +169,870+3.4% | Added | – |
| SPDR Series Trust78468R721 | STATE STREET SPD | 9,973,168 | $466.9M | 2.1% | −1,833,046−15.5% | Reduced | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 4,874,972 | $420.6M | 1.9% | +153,402+3.2% | Added | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 2,943,293 | $412.6M | 1.9% | +11,250+0.4% | Added | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 2,890,697 | $311.4M | 1.4% | +2,242,851+346.2% | Added | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,374,433 | $260.5M | 1.2% | −58,856−4.1% | Reduced | – |
| iShares Tr464287150 | CORE S&P TTL STK | 2,811,878 | $254.6M | 1.2% | +2,809,380+112,465.2% | Added | – |
| AAPLApple Inc. | Stock | 1,170,494 | $193.0M | 0.9% | +96,191+9.0% | Added | History |
| Vanguard S&P 500 ETF922908363 | ETF | 505,376 | $190.1M | 0.9% | −13,349−2.6% | Reduced | – |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 966,383 | $180.5M | 0.8% | −21,731−2.2% | Reduced | – |
| MSFTMicrosoft Corp | Stock | 600,817 | $173.2M | 0.8% | −29,548−4.7% | Reduced | History |
| iShares Core Dividend Growth ETF46434V621 | ETF | 3,428,118 | $171.4M | 0.8% | +3,106,287+965.2% | Added | – |
| Vanguard Energy ETF92204A306 | ETF | 1,109,388 | $126.7M | 0.6% | −23,915−2.1% | Reduced | – |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 1,459,315 | $120.9M | 0.5% | −39,454−2.6% | Reduced | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 1,251,133 | $113.2M | 0.5% | +142,026+12.8% | Added | – |
| NVDANVIDIA Corp | Stock | 344,390 | $95.7M | 0.4% | +21,916+6.8% | Added | History |
| Vanguard Total Bond Market ETF921937835 | ETF | 1,066,138 | $78.7M | 0.4% | +8,174+0.8% | Added | – |
| AMZNAmazon Com Inc | Stock | 653,425 | $67.5M | 0.3% | +126,981+24.1% | Added | History |
| Schwab US Tips ETF808524870 | ETF | 1,111,425 | $59.6M | 0.3% | +358,991+47.7% | Added | – |
| Vanguard World FD921910733 | ESG US STK ETF | 800,380 | $57.4M | 0.3% | +18,007+2.3% | Added | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 781,018 | $56.1M | 0.3% | +44,592+6.1% | Added | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 1,694,213 | $53.3M | 0.2% | +85,489+5.3% | Added | – |
| METAMeta Platforms, Inc. | Stock | 249,627 | $52.9M | 0.2% | +39,722+18.9% | Added | History |
| GOOGLAlphabet Inc. | Stock | 455,875 | $47.3M | 0.2% | +26,060+6.1% | Added | History |
| GOOGAlphabet Inc. | Stock | 438,795 | $45.6M | 0.2% | +9,989+2.3% | Added | History |
| XOMExxonMobil Holdings Corp | COM | 400,803 | $44.0M | 0.2% | −15,463−3.7% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 130,306 | $40.2M | 0.2% | −248−0.2% | Reduced | History |
| TSLATesla, Inc. | Stock | 180,801 | $37.5M | 0.2% | +114,446+172.5% | Added | History |
| LLYEli Lilly & Co | Stock | 106,414 | $36.5M | 0.2% | −5,006−4.5% | Reduced | History |
| HDHome Depot, Inc. | Stock | 116,869 | $34.5M | 0.2% | +363+0.3% | Added | History |
| UNHUnitedHealth Group Inc | Stock | 72,879 | $34.4M | 0.2% | −19,211−20.9% | Reduced | History |
| MAMastercard Inc | Stock | 93,151 | $33.9M | 0.2% | +5,207+5.9% | Added | History |
| PGProcter & Gamble Co | Stock | 222,773 | $33.1M | 0.2% | −2,985−1.3% | Reduced | History |
| VVisa Inc. | Stock | 146,402 | $33.0M | 0.1% | +8,043+5.8% | Added | History |
| JPMJPMorgan Chase & Co | Stock | 248,082 | $32.3M | 0.1% | +3,661+1.5% | Added | History |
| MRKMerck & Co., Inc. | Stock | 287,388 | $30.6M | 0.1% | +8,251+3.0% | Added | History |
| ABBVAbbVie Inc. | Stock | 183,593 | $29.3M | 0.1% | −2,081−1.1% | Reduced | History |
| iShares Tr46435G193 | ESG AWRE USD ETF | 1,269,357 | $29.2M | 0.1% | +163,230+14.8% | Added | – |
| PEPPepsiCo Inc | Stock | 152,323 | $27.8M | 0.1% | +649+0.4% | Added | History |
| JNJJohnson & Johnson | Stock | 176,885 | $27.4M | 0.1% | −70,240−28.4% | Reduced | History |
| Nushares ETF Tr67092P805 | NUVEEN ESG INTL | 952,621 | $26.8M | 0.1% | +87,034+10.1% | Added | – |
| MCDMcDonalds Corp | Stock | 89,596 | $25.1M | 0.1% | +10,693+13.6% | Added | History |
| CVXChevron Corp | Stock | 153,130 | $25.0M | 0.1% | −22,492−12.8% | Reduced | History |
| COSTCostco Wholesale Corp | Stock | 48,827 | $24.3M | 0.1% | +242+0.5% | Added | History |
| AVGOBroadcom Inc. | Stock | 36,781 | $23.6M | 0.1% | +1,594+4.5% | Added | History |
| NFLXNetflix Inc | Stock | 66,401 | $22.9M | 0.1% | −683−1.0% | Reduced | History |
| OXYOccidental Petroleum Corp | Stock | 345,948 | $21.6M | 0.1% | −9,511−2.7% | Reduced | History |
| WMTWalmart Inc. | Stock | 142,590 | $21.0M | 0.1% | −5,714−3.9% | Reduced | History |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 432,454 | $20.7M | 0.1% | −357,635−45.3% | Reduced | – |
| GILDGilead Sciences, Inc. | Stock | 240,523 | $20.0M | 0.1% | +37,018+18.2% | Added | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 60,227 | $19.3M | 0.1% | +8,065+15.5% | Added | – |
| ADBEAdobe Inc. | Stock | 48,215 | $18.6M | 0.1% | −16,705−25.7% | Reduced | History |
| AMDAdvanced Micro Devices Inc | Stock | 188,365 | $18.5M | 0.1% | +16,434+9.6% | Added | History |
| CRMSalesforce, Inc. | Stock | 89,329 | $17.8M | 0.1% | +42,645+91.3% | Added | History |
| INTUIntuit Inc. | Stock | 39,926 | $17.8M | 0.1% | +3,266+8.9% | Added | History |
| NKENIKE, Inc. | Stock | 142,908 | $17.5M | 0.1% | +17,305+13.8% | Added | History |
| KOCoca Cola Co | Stock | 273,460 | $17.0M | 0.1% | −398−0.1% | Reduced | History |
| DVNDevon Energy Corp | Stock | 331,215 | $16.8M | 0.1% | −14,101−4.1% | Reduced | History |
| LOWLowes Companies Inc | Stock | 82,790 | $16.6M | 0.1% | +8,213+11.0% | Added | History |
| Nushares ETF Tr67092P888 | NUVEEN ESG EMRGN | 602,522 | $16.2M | 0.1% | +122,505+25.5% | Added | – |
| TXNTexas Instruments Inc | Stock | 85,479 | $15.9M | 0.1% | +3,675+4.5% | Added | History |
| TMOThermo Fisher Scientific Inc. | Stock | 27,490 | $15.8M | 0.1% | +835+3.1% | Added | History |
| SBUXStarbucks Corp | Stock | 150,162 | $15.6M | 0.1% | −2,485−1.6% | Reduced | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 38,064 | $15.6M | 0.1% | +800+2.1% | Added | History |
| AMGNAmgen Inc | Stock | 64,307 | $15.5M | 0.1% | −1,557−2.4% | Reduced | History |
| CSCOCisco Systems, Inc. | Stock | 296,718 | $15.5M | 0.1% | +8,551+3.0% | Added | History |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 198,958 | $15.3M | 0.1% | +41,460+26.3% | Added | – |
| LINLinde PLC | Stock | 42,574 | $15.1M | 0.1% | +430+1.0% | Added | History |
| DHRDanaher Corp | Stock | 58,011 | $14.6M | 0.1% | −3,378−5.5% | Reduced | History |
| ABTAbbott Laboratories | Stock | 144,340 | $14.6M | 0.1% | −4,289−2.9% | Reduced | History |
| BABoeing Co | Stock | 67,119 | $14.3M | 0.1% | +784+1.2% | Added | History |
| HONHoneywell International Inc | COM | 74,236 | $14.2M | 0.1% | −3,902−5.0% | Reduced | History |
| ACNAccenture plc | Stock | 49,063 | $14.0M | 0.1% | −18,527−27.4% | Reduced | History |
| GISGeneral Mills Inc | Stock | 162,610 | $13.9M | 0.1% | +13,879+9.3% | Added | History |
| ORCLOracle Corp | Stock | 147,554 | $13.7M | 0.1% | +8,670+6.2% | Added | History |
| MPCMarathon Petroleum Corp | Stock | 101,610 | $13.7M | 0.1% | −1,843−1.8% | Reduced | History |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 16,588 | $13.6M | 0.1% | +6,294+61.1% | Added | History |
| Schwab U.S. REIT ETF808524847 | ETF | 697,245 | $13.6M | 0.1% | +32,285+4.9% | Added | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 168,293 | $13.5M | 0.1% | −817−0.5% | Reduced | – |
| COPConocoPhillips | Stock | 134,081 | $13.3M | 0.1% | −9,182−6.4% | Reduced | History |
| VZVerizon Communications Inc | Stock | 334,250 | $13.0M | 0.1% | +82,010+32.5% | Added | History |
| NEENextera Energy Inc | Stock | 167,660 | $12.9M | 0.1% | −61,720−26.9% | Reduced | History |
| CMCSAComcast Corp | Stock | 340,870 | $12.9M | 0.1% | +17,423+5.4% | Added | History |
| CATCaterpillar Inc | Stock | 55,981 | $12.8M | 0.1% | +9,916+21.5% | Added | History |
| BMYBristol Myers Squibb Co | Stock | 183,988 | $12.8M | 0.1% | −60,632−24.8% | Reduced | History |
| GSGoldman Sachs Group Inc | Stock | 38,833 | $12.7M | 0.1% | −2,098−5.1% | Reduced | History |
| LMTLockheed Martin Corp | Stock | 26,751 | $12.6M | 0.1% | +837+3.2% | Added | History |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 137,222 | $12.6M | 0.1% | +67,364+96.4% | Added | – |
| VRTXVertex Pharmaceuticals Inc | Stock | 39,879 | $12.6M | 0.1% | +4,883+14.0% | Added | History |
| MSMorgan Stanley | Stock | 142,773 | $12.5M | 0.1% | +16,511+13.1% | Added | History |
Sold out since Q4 2022 (19)
Positions held at the end of Q4 2022 that are gone from this filing.
| Security | Class | Shares in Q4 2022 | Value in Q4 2022 | % of portfolio in Q4 2022 | History |
|---|---|---|---|---|---|
| AAPAdvance Auto Parts Inc | COM | 13,203 | $1.94M | <0.1% | History |
| GENGen Digital Inc. | Stock | 74,827 | $1.60M | <0.1% | History |
| SIVBSVB Financial Group | COM | 3,580 | $823.9K | <0.1% | History |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 21,752 | $661.0K | <0.1% | – |
| LNCLincoln National Corp | COM | 20,883 | $641.5K | <0.1% | History |
| DDOGDatadog, Inc. | CL A COM | 6,192 | $455.1K | <0.1% | History |
| BILLBILL Holdings, Inc. | Stock | 3,937 | $429.0K | <0.1% | History |
| LYVLive Nation Entertainment, Inc. | COM | 5,199 | $362.6K | <0.1% | History |
| GTMZoomInfo Technologies Inc. | Stock | 10,101 | $304.1K | <0.1% | History |
| iShares Tr464289479 | CORE LT USDB ETF | 5,718 | $291.2K | <0.1% | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 4,838 | $241.0K | <0.1% | – |
| FHNFirst Horizon Corp | COM | 9,371 | $229.6K | <0.1% | History |
| MTCHMatch Group, Inc. | COM | 5,390 | $223.6K | <0.1% | History |
| UTHRUnited Therapeutics Corp | COM | 795 | $221.1K | <0.1% | History |
| Invesco Exch Traded FD Tr II46138E545 | MSCI GBL TIMBR | 6,795 | $205.5K | <0.1% | – |
| TECHBIO-TECHNE Corp | COM | 2,472 | $204.9K | <0.1% | History |
| VanEck ETF Trust92189F700 | AGRIBUSINESS ETF | 2,341 | $201.0K | <0.1% | – |
| Spinnaker ETF Series84858T400 | CANNABIS ETF | 73,368 | $190.0K | <0.1% | – |
| NWLNewell Brands Inc. | Stock | 12,541 | $164.0K | <0.1% | History |