Wealthfront Advisers LLC
- SEC CIK
- 0001763921
- Latest filing
- Aug 7, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Apr 1, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 912
- +3 vs. Q3 2024
- Portfolio value
- $34.2B
- +$1.70B (+5.2%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 15,626,644 | $4.53B | 13.2% | +475,081+3.1% | Added | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 58,593,050 | $2.80B | 8.2% | +3,355,946+6.1% | Added | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 38,954,372 | $2.03B | 5.9% | +1,039,964+2.7% | Added | – |
| Schwab International Equity ETF808524805 | ETF | 107,390,188 | $1.99B | 5.8% | +6,139,574+6.1% | AddedConverted for a 2-for-1 split | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 44,575,645 | $1.96B | 5.7% | +2,425,476+5.8% | Added | – |
| Schwab U.S. Broad Market ETF808524102 | ETF | 60,222,952 | $1.37B | 4.0% | −1,578,014−2.6% | ReducedConverted for a 3-for-1 split | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 6,864,832 | $1.34B | 3.9% | +41,628+0.6% | Added | – |
| iShares Tr464287150 | CORE S&P TTL STK | 9,753,243 | $1.25B | 3.7% | +1,422,765+17.1% | Added | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 24,488,697 | $1.23B | 3.6% | −7,060,125−22.4% | Reduced | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 17,335,594 | $1.06B | 3.1% | +7,144,356+70.1% | Added | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 8,273,071 | $883.9M | 2.6% | +2,019,172+32.3% | Added | – |
| iShares Tr464288414 | NATIONAL MUN ETF | 7,576,579 | $807.3M | 2.4% | −2,163,852−22.2% | Reduced | – |
| Vanguard Real Estate ETF922908553 | ETF | 8,535,038 | $760.3M | 2.2% | +428,371+5.3% | Added | – |
| Vanguard Index FDS922908652 | EXTEND MKT ETF | 3,447,344 | $654.9M | 1.9% | +184,542+5.7% | Added | – |
| Schwab US Tips ETF808524870 | ETF | 22,234,248 | $574.3M | 1.7% | +19,792,146+810.5% | AddedConverted for a 2-for-1 split | – |
| NVDANVIDIA Corp | Stock | 3,933,568 | $528.2M | 1.5% | +120,593+3.2% | Added | History |
| iShares Tr464288356 | CALIF MUN BD ETF | 6,827,300 | $391.1M | 1.1% | +6,807,783+34,881.3% | Added | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 14,309,642 | $390.9M | 1.1% | −211,828−1.5% | ReducedConverted for a 3-for-1 split | – |
| Vanguard S&P 500 ETF922908363 | ETF | 718,286 | $387.0M | 1.1% | +77,181+12.0% | Added | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 1,588,699 | $381.7M | 1.1% | +101,902+6.9% | Added | – |
| AAPLApple Inc. | Stock | 1,354,939 | $339.3M | 1.0% | +118,406+9.6% | Added | History |
| MSFTMicrosoft Corp | Stock | 679,296 | $286.3M | 0.8% | +38,972+6.1% | Added | History |
| iShares Tr46435G425 | ESG AWR MSCI USA | 2,002,265 | $257.9M | 0.8% | +235,032+13.3% | Added | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 2,852,238 | $254.0M | 0.7% | −2,967,378−51.0% | Reduced | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 3,087,461 | $247.8M | 0.7% | +2,901,209+1,557.7% | Added | – |
| AMZNAmazon Com Inc | Stock | 983,249 | $215.7M | 0.6% | +68,579+7.5% | Added | History |
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 786,089 | $212.0M | 0.6% | −43,679−5.3% | Reduced | – |
| METAMeta Platforms, Inc. | Stock | 291,256 | $170.5M | 0.5% | +13,295+4.8% | Added | History |
| SPDR Series Trust78468R200 | ST STR RATE ETF | 5,030,086 | $154.6M | 0.5% | +1,636,038+48.2% | Added | – |
| Vanguard World FD921910733 | ESG US STK ETF | 1,444,923 | $151.6M | 0.4% | +263,649+22.3% | Added | – |
| Goldman Sachs ETF Tr381430529 | ACCES TREASURY | 1,373,625 | $137.3M | 0.4% | +937,483+214.9% | Added | – |
| Vanguard Energy ETF92204A306 | ETF | 976,529 | $118.5M | 0.3% | −16,179−1.6% | Reduced | – |
| TSLATesla, Inc. | Stock | 291,942 | $117.9M | 0.3% | +52,360+21.9% | Added | History |
| GOOGLAlphabet Inc. | Stock | 592,590 | $112.2M | 0.3% | +54,840+10.2% | Added | History |
| AVGOBroadcom Inc. | Stock | 476,609 | $110.5M | 0.3% | +25,407+5.6% | Added | History |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 1,234,552 | $105.8M | 0.3% | −63,204−4.9% | Reduced | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 175,347 | $102.8M | 0.3% | +37,770+27.5% | Added | History |
| iShares Tr464287457 | 1 3 YR TREAS BD | 1,238,065 | $101.5M | 0.3% | −305,888−19.8% | Reduced | – |
| iShares Tr46434V407 | 0-5YR HI YL CP | 2,260,377 | $96.3M | 0.3% | −105,580−4.5% | Reduced | – |
| GOOGAlphabet Inc. | Stock | 482,220 | $91.8M | 0.3% | +32,306+7.2% | Added | History |
| Schwab Strategic Tr808524862 | SHT TM US TRES | 3,755,864 | $90.4M | 0.3% | −1,089,952−22.5% | ReducedConverted for a 2-for-1 split | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 172,816 | $88.3M | 0.3% | +19,351+12.6% | Added | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 1,126,828 | $85.8M | 0.3% | −43,574−3.7% | Reduced | – |
| iShares Inc46434G863 | ESG AWR MSCI EM | 2,533,952 | $84.6M | 0.2% | −319,097−11.2% | Reduced | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 736,011 | $81.0M | 0.2% | −511,667−41.0% | Reduced | – |
| LLYEli Lilly & Co | Stock | 104,653 | $80.8M | 0.2% | +808+0.8% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 168,732 | $76.5M | 0.2% | +12,990+8.3% | Added | History |
| SPDR Series Trust78468R408 | ST TERM HIGH ETF | 2,966,834 | $74.9M | 0.2% | +502,399+20.4% | Added | – |
| JPMJPMorgan Chase & Co | Stock | 289,162 | $69.3M | 0.2% | +16,746+6.1% | Added | History |
| Vanguard Total Bond Market ETF921937835 | ETF | 914,878 | $65.8M | 0.2% | −350,066−27.7% | Reduced | – |
| NFLXNetflix Inc | Stock | 71,750 | $64.0M | 0.2% | +3,886+5.7% | Added | History |
| iShares Tr46435G193 | ESG AWRE USD ETF | 2,381,201 | $54.1M | 0.2% | −9,201−0.4% | Reduced | – |
| VVisa Inc. | Stock | 163,638 | $51.7M | 0.2% | +13,722+9.2% | Added | History |
| COSTCostco Wholesale Corp | Stock | 54,679 | $50.1M | 0.1% | +1,630+3.1% | Added | History |
| MAMastercard Inc | Stock | 93,301 | $49.1M | 0.1% | +6,263+7.2% | Added | History |
| Fidelity Comwlth Tr315912808 | NASDAQ COMPSIT | 632,120 | $48.1M | 0.1% | +80,727+14.6% | Added | – |
| XOMExxonMobil Holdings Corp | COM | 420,379 | $45.2M | 0.1% | +4,011+1.0% | Added | History |
| WMTWalmart Inc. | Stock | 492,787 | $44.5M | 0.1% | +30,292+6.5% | Added | History |
| Nushares ETF Tr67092P805 | NUVEEN ESG INTL | 1,467,439 | $44.1M | 0.1% | −55,594−3.7% | Reduced | – |
| HDHome Depot, Inc. | Stock | 109,419 | $42.6M | 0.1% | +4,812+4.6% | Added | History |
| VanEck ETF Trust92189F486 | IG FLOA RATE ETF | 1,653,327 | $42.1M | 0.1% | +255,576+18.3% | Added | – |
| iShares Tr46435U853 | BROAD USD HIGH | 1,121,579 | $41.3M | 0.1% | −66,329−5.6% | Reduced | – |
| UNHUnitedHealth Group Inc | Stock | 77,269 | $39.1M | 0.1% | +6,941+9.9% | Added | History |
| PLTRPalantir Technologies Inc. | Stock | 504,580 | $38.2M | 0.1% | +86,971+20.8% | Added | History |
| iShares Tr464287622 | RUS 1000 ETF | 117,974 | $38.0M | 0.1% | +21,713+22.6% | Added | – |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 1,043,153 | $37.6M | 0.1% | +154,033+17.3% | Added | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 757,764 | $36.7M | 0.1% | +250,413+49.4% | Added | – |
| PGProcter & Gamble Co | Stock | 216,929 | $36.4M | 0.1% | +17,380+8.7% | Added | History |
| BACBank of America Corp | Stock | 803,727 | $35.3M | 0.1% | +57,942+7.8% | Added | History |
| Vanguard Morningstar Growth ETF922908736 | ETF | 85,858 | $35.2M | 0.1% | +12,722+17.4% | Added | – |
| CRMSalesforce, Inc. | Stock | 100,524 | $33.6M | 0.1% | +7,602+8.2% | Added | History |
| GBTCGrayscale Bitcoin Trust ETF | ETF | 442,362 | $32.7M | 0.1% | −62,948−12.5% | Reduced | History |
| ORCLOracle Corp | Stock | 179,581 | $29.9M | 0.1% | +17,064+10.5% | Added | History |
| AMDAdvanced Micro Devices Inc | Stock | 247,105 | $29.8M | 0.1% | +10,174+4.3% | Added | History |
| TAT&T Inc. | Stock | 1,253,954 | $28.6M | 0.1% | +104,165+9.1% | Added | History |
| Nushares ETF Tr67092P888 | NUVEEN ESG EMRGN | 975,156 | $28.3M | 0.1% | +26,062+2.7% | Added | – |
| Vanguard Intermediate-Term Bond ETF921937819 | ETF | 378,178 | $28.3M | 0.1% | +203,365+116.3% | Added | – |
| NOWServiceNow, Inc. | Stock | 26,312 | $27.9M | 0.1% | +1,150+4.6% | Added | History |
| IBITiShares Bitcoin Trust ETF | ETF | 517,899 | $27.5M | 0.1% | +96,147+22.8% | Added | History |
| ABBVAbbVie Inc. | Stock | 149,097 | $26.5M | 0.1% | +9,608+6.9% | Added | History |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 109,651 | $25.5M | 0.1% | +4,483+4.3% | Added | – |
| WFCWells Fargo & Company | Stock | 350,955 | $24.7M | 0.1% | +45,643+14.9% | Added | History |
| MRKMerck & Co., Inc. | Stock | 244,880 | $24.4M | 0.1% | +15,741+6.9% | Added | History |
| INTUIntuit Inc. | Stock | 38,653 | $24.3M | 0.1% | +390+1.0% | Added | History |
| GSGoldman Sachs Group Inc | Stock | 41,226 | $23.6M | 0.1% | +2,526+6.5% | Added | History |
| IBMInternational Business Machines Corp | Stock | 104,885 | $23.1M | 0.1% | +9,307+9.7% | Added | History |
| JNJJohnson & Johnson | Stock | 158,941 | $23.0M | 0.1% | +14,614+10.1% | Added | History |
| ISRGIntuitive Surgical Inc | COM NEW | 43,916 | $22.9M | 0.1% | +2,777+6.8% | Added | History |
| GEGeneral Electric Co | Stock | 135,422 | $22.6M | 0.1% | +8,571+6.8% | Added | History |
| CATCaterpillar Inc | Stock | 61,122 | $22.2M | 0.1% | +3,762+6.6% | Added | History |
| CVXChevron Corp | Stock | 146,593 | $21.2M | 0.1% | +27,557+23.2% | Added | History |
| AXPAmerican Express Co | Stock | 69,201 | $20.5M | 0.1% | +6,505+10.4% | Added | History |
| MCDMcDonalds Corp | Stock | 70,010 | $20.3M | 0.1% | +5,054+7.8% | Added | History |
| VanEck Semiconductor ETF92189F676 | ETF | 83,310 | $20.2M | 0.1% | +8,770+11.8% | Added | – |
| KOCoca Cola Co | Stock | 321,699 | $20.0M | 0.1% | +59,540+22.7% | Added | History |
| Vanguard World FD921910816 | MEGA GRWTH IND | 58,168 | $20.0M | 0.1% | +9,120+18.6% | Added | – |
| ADBEAdobe Inc. | Stock | 44,809 | $19.9M | 0.1% | +1,089+2.5% | Added | History |
| VZVerizon Communications Inc | Stock | 491,906 | $19.7M | 0.1% | +54,412+12.4% | Added | History |
| GLDSPDR Gold Trust | ETF | 81,103 | $19.6M | 0.1% | +5,023+6.6% | Added | History |
| PGRProgressive Corp | Stock | 81,532 | $19.5M | 0.1% | +2,559+3.2% | Added | History |
Sold out since Q3 2024 (22)
Positions held at the end of Q3 2024 that are gone from this filing.
| Security | Class | Shares in Q3 2024 | Value in Q3 2024 | % of portfolio in Q3 2024 | History |
|---|---|---|---|---|---|
| MROMarathon Oil Corp | COM | 330,275 | $8.80M | <0.1% | History |
| AGRAvangrid, Inc. | COM | 106,477 | $3.81M | <0.1% | History |
| BMRNBiomarin Pharmaceutical Inc | COM | 30,188 | $2.12M | <0.1% | History |
| KSSKOHLS Corp | Stock | 54,115 | $1.14M | <0.1% | History |
| QRVOQorvo, Inc. | Stock | 10,789 | $1.11M | <0.1% | History |
| LEN.BLennar Corp | CL B | 4,638 | $802.1K | <0.1% | History |
| BAXBaxter International Inc | Stock | 12,024 | $456.6K | <0.1% | History |
| TFXTeleflex Inc | COM | 1,722 | $425.9K | <0.1% | History |
| VanEck ETF Trust92189F700 | AGRIBUSINESS ETF | 4,275 | $322.8K | <0.1% | – |
| SPDR Series Trust78464A292 | ST STR PFD ETF | 8,712 | $310.7K | <0.1% | – |
| AMTMAmentum Holdings, Inc. | COM | 9,024 | $291.0K | <0.1% | History |
| BLDRBuilders FirstSource, Inc. | Stock | 1,299 | $251.8K | <0.1% | History |
| TOLToll Brothers, Inc. | COM | 1,554 | $240.1K | <0.1% | History |
| J P Morgan Exchange Traded F46641Q399 | BETABUILDRS US | 2,064 | $213.8K | <0.1% | – |
| iShares Tr46435G532 | MSCI GBL SUS DEV | 2,462 | $208.8K | <0.1% | – |
| iShares Inc464286640 | MSCI CHILE ETF | 7,534 | $205.5K | <0.1% | – |
| TMHCTaylor Morrison Home Corp | COM | 2,889 | $203.0K | <0.1% | History |
| FMCFMC Corp | COM NEW | 3,060 | $201.8K | <0.1% | History |
| GBDCGolub Capital BDC, Inc. | COM | 13,282 | $200.7K | <0.1% | History |
| CLFCleveland-Cliffs Inc. | COM | 14,454 | $184.6K | <0.1% | History |
| LYFTLyft, Inc. | CL A COM | 14,455 | $184.3K | <0.1% | History |
| FLYYSpirit Aviation Holdings, Inc. | COM | 62,806 | $150.7K | <0.1% | History |