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Wealthfront Advisers LLC

SEC CIK
0001763921
Latest filing
Aug 7, 2026

Holdings in Q2 2025

Holdings as of Jun 30, 2025, filed Jul 31, 2025. Long positions only; changes compare share counts with Q1 2025.

Institution overview
Positions
963
+29 vs. Q1 2025
Portfolio value
$38.8B
+$1.58B (+4.2%) vs. Q1 2025
Filed
Jul 31, 2025
SEC
Holdings of Wealthfront Advisers LLC in Q2 2025
SecurityClassSharesValue% of portfolioShare changeActionHistory
Vanguard Morningstar Total Stock Market ETF922908769ETF17,195,561$5.23B13.5%+1,224,122+7.7%Added–
Vanguard Ftse Developed Markets ETF921943858ETF56,554,758$3.22B8.3%−3,816,637−6.3%Reduced–
Schwab International Equity ETF808524805ETF109,691,724$2.42B6.2%+4,920,805+4.7%Added–
iShares Core MSCI Emerging Markets ETF46434G103ETF38,349,297$2.30B5.9%−1,020,264−2.6%Reduced–
Vanguard Ftse Emerging Markets ETF922042858ETF45,479,372$2.25B5.8%+59,298+0.1%Added–
Vanguard Dividend Appreciation ETF921908844ETF9,089,642$1.86B4.8%+1,486,369+19.5%Added–
iShares Tr464287150CORE S&P TTL STK10,566,864$1.43B3.7%−435,292−4.0%Reduced–
Schwab U.S. Broad Market ETF808524102ETF56,360,948$1.34B3.5%−2,065,401−3.5%Reduced–
Vanguard Mun BD FDS922907746TAX EXEMPT BD20,916,716$1.03B2.6%−2,003,754−8.7%Reduced–
iShares Iboxx $ Investment Grade Corporate Bond ETF464287242ETF9,254,116$1.01B2.6%−485,202−5.0%Reduced–
Schwab US Tips ETF808524870ETF31,970,077$853.0M2.2%+3,749,147+13.3%Added–
iShares Core Dividend Growth ETF46434V621ETF13,297,049$850.2M2.2%−3,585,989−21.2%Reduced–
Vanguard Real Estate ETF922908553ETF8,778,198$781.8M2.0%+216,763+2.5%Added–
NVDANVIDIA CorpStock4,154,879$656.4M1.7%+35,622+0.9%AddedHistory
Vanguard Index FDS922908652EXTEND MKT ETF3,283,604$632.8M1.6%+139,716+4.4%Added–
iShares Tr464288414NATIONAL MUN ETF5,395,885$563.8M1.5%−1,316,517−19.6%Reduced–
iShares Tr464288356CALIF MUN BD ETF8,648,197$482.1M1.2%−303,682−3.4%Reduced–
Vanguard S&P 500 ETF922908363ETF762,835$433.3M1.1%+1510.0%Added–
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF4,871,726$404.0M1.0%+1,995,404+69.4%Added–
MSFTMicrosoft CorpStock803,156$399.5M1.0%+60,238+8.1%AddedHistory
Schwab US Dividend Equity ETF808524797ETF13,453,546$356.5M0.9%−471,036−3.4%Reduced–
Vanguard Morningstar Small-Cap ETF922908751ETF1,467,855$347.9M0.9%+13,004+0.9%Added–
iShares Tr46435G425ESG AWR MSCI USA2,342,414$316.9M0.8%+168,744+7.8%Added–
AAPLApple Inc.Stock1,379,744$283.1M0.7%−64,244−4.4%ReducedHistory
AMZNAmazon Com IncStock1,102,444$241.9M0.6%+71,077+6.9%AddedHistory
METAMeta Platforms, Inc.Stock313,777$231.6M0.6%+7,361+2.4%AddedHistory
Vanguard Morningstar Large-Cap ETF922908637ETF787,211$224.6M0.6%−31,601−3.9%Reduced–
iShares Tr464288281JPMORGAN USD EMG2,260,119$209.3M0.5%−112,388−4.7%Reduced–
iShares Trust iShares 0-1 Year Treasury Bond ETF464288679ETF1,782,762$196.9M0.5%+248,584+16.2%Added–
Vanguard World FD921910733ESG US STK ETF1,521,923$166.9M0.4%+19,083+1.3%Added–
AVGOBroadcom Inc.Stock561,447$154.8M0.4%+34,380+6.5%AddedHistory
SPYSPDR S&P 500 ETF TrustETF226,745$140.1M0.4%+27,076+13.6%AddedHistory
VanEck ETF Trust92189F486IG FLOA RATE ETF5,159,089$131.6M0.3%+3,329,539+182.0%Added–
GOOGLAlphabet Inc.Stock699,842$123.3M0.3%+59,962+9.4%AddedHistory
Invesco Exch Traded FD Tr II46138E206CALIF AMT MUN5,171,896$120.7M0.3%+5,024,737+3,414.5%Added–
TSLATesla, Inc.Stock379,262$120.5M0.3%+19,814+5.5%AddedHistory
Invesco QQQ Trust Series I46090E103ETF207,382$114.4M0.3%+20,637+11.1%Added–
Vanguard Total Bond Market ETF921937835ETF1,522,519$112.1M0.3%+542,600+55.4%Added–
Vanguard Energy ETF92204A306ETF882,562$105.1M0.3%−25,457−2.8%Reduced–
SPDR Series Trust78468R200ST STR RATE ETF3,355,648$103.5M0.3%−2,325,072−40.9%Reduced–
State Street Energy Select Sector SPDR ETF81369Y506ETF1,214,495$103.0M0.3%−19,993−1.6%Reduced–
JPMJPMorgan Chase & CoStock351,484$101.9M0.3%+33,493+10.5%AddedHistory
NFLXNetflix IncStock75,517$101.1M0.3%+2,338+3.2%AddedHistory
iShares Tr46434V4070-5YR HI YL CP2,339,804$100.9M0.3%−42,618−1.8%Reduced–
iShares Tr46435G516ESG AW MSCI EAFE1,121,283$100.0M0.3%−610.0%Reduced–
BRK.BBerkshire Hathaway IncStock197,995$96.2M0.2%−14,046−6.6%ReducedHistory
GOOGAlphabet Inc.Stock541,033$96.0M0.2%+29,518+5.8%AddedHistory
iShares Inc46434G863ESG AWR MSCI EM2,420,944$94.8M0.2%−74,712−3.0%Reduced–
SPDR Series Trust78468R408ST TERM HIGH ETF3,479,826$88.7M0.2%+212,167+6.5%Added–
Schwab Strategic Tr808524862SHT TM US TRES3,584,777$87.4M0.2%−331,386−8.5%Reduced–
LLYEli Lilly & CoStock105,712$82.4M0.2%−5,557−5.0%ReducedHistory
PLTRPalantir Technologies Inc.Stock544,835$74.3M0.2%+39,319+7.8%AddedHistory
iShares Tr4642874571 3 YR TREAS BD878,644$72.8M0.2%−241,422−21.6%Reduced–
Goldman Sachs ETF Tr381430529ACCES TREASURY711,864$71.3M0.2%−72,213−9.2%Reduced–
iShares Tr46435G193ESG AWRE USD ETF3,040,474$70.6M0.2%+426,721+16.3%Added–
VVisa Inc.Stock193,822$68.8M0.2%+9,740+5.3%AddedHistory
COSTCostco Wholesale CorpStock61,908$61.3M0.2%+2,673+4.5%AddedHistory
MAMastercard IncStock101,850$57.2M0.1%+4,624+4.8%AddedHistory
WMTWalmart Inc.Stock556,694$54.4M0.1%+41,313+8.0%AddedHistory
Fidelity Comwlth Tr315912808NASDAQ COMPSIT651,222$52.2M0.1%−53,810−7.6%Reduced–
iShares Tr46436E7180-3 MTH TREASURY474,431$47.8M0.1%+202,620+74.5%Added–
Nushares ETF Tr67092P805NUVEEN ESG INTL1,344,361$47.7M0.1%+16,651+1.3%Added–
XOMExxonMobil Holdings CorpCOM436,231$47.0M0.1%−35,856−7.6%ReducedHistory
iShares Tr46435U853BROAD USD HIGH1,225,670$46.0M0.1%−57,558−4.5%Reduced–
JNJJohnson & JohnsonStock286,462$43.8M0.1%+34,394+13.6%AddedHistory
BACBank of America CorpStock908,003$43.0M0.1%+58,134+6.8%AddedHistory
ORCLOracle CorpStock195,453$42.7M0.1%+12,237+6.7%AddedHistory
Vanguard Morningstar Growth ETF922908736ETF97,415$42.7M0.1%+6,325+6.9%Added–
DBX ETF Tr233051432XTRACK USD HIGH1,146,590$42.3M0.1%+82,267+7.7%Added–
IBITiShares Bitcoin Trust ETFETF671,585$41.1M0.1%−36,423−5.1%ReducedHistory
HDHome Depot, Inc.Stock108,811$39.9M0.1%−905−0.8%ReducedHistory
iShares Tr464287622RUS 1000 ETF116,441$39.5M0.1%−10,169−8.0%Reduced–
GEGeneral Electric CoStock151,836$39.1M0.1%−2,554−1.7%ReducedHistory
TAT&T Inc.Stock1,344,583$38.9M0.1%+34,925+2.7%AddedHistory
PMPhilip Morris International Inc.Stock210,530$38.3M0.1%+15,226+7.8%AddedHistory
IBMInternational Business Machines CorpStock129,255$38.1M0.1%+7,226+5.9%AddedHistory
AMDAdvanced Micro Devices IncStock266,489$37.8M0.1%+2,693+1.0%AddedHistory
Vanguard Malvern FDS922020805STRM INFPROIDX746,544$37.5M0.1%+28,428+4.0%Added–
GLDSPDR Gold TrustETF123,080$37.5M0.1%+14,154+13.0%AddedHistory
PGProcter & Gamble CoStock217,747$34.7M0.1%−8,827−3.9%ReducedHistory
GSGoldman Sachs Group IncStock47,901$33.9M0.1%+3,570+8.1%AddedHistory
GBTCGrayscale Bitcoin Trust ETFETF396,907$33.7M0.1%−25,728−6.1%ReducedHistory
INTUIntuit Inc.Stock42,502$33.5M0.1%−724−1.7%ReducedHistory
WFCWells Fargo & CompanyStock415,503$33.3M0.1%+34,017+8.9%AddedHistory
NOWServiceNow, Inc.Stock30,138$31.0M0.1%+3,779+14.3%AddedHistory
ABBVAbbVie Inc.Stock160,555$29.8M0.1%−268−0.2%ReducedHistory
UBERUber Technologies, IncStock306,330$28.6M0.1%+25,709+9.2%AddedHistory
KOCoca Cola CoStock394,485$27.9M0.1%+31,213+8.6%AddedHistory
GILDGilead Sciences, Inc.Stock248,854$27.6M0.1%+34,942+16.3%AddedHistory
Vanguard Intermediate-Term Bond ETF921937819ETF355,667$27.5M0.1%−63,280−15.1%Reduced–
State Street Technology Select Sector SPDR ETF81369Y803ETF108,376$27.4M0.1%+8,654+8.7%Added–
CRMSalesforce, Inc.Stock100,049$27.3M0.1%−6,172−5.8%ReducedHistory
Nushares ETF Tr67092P888NUVEEN ESG EMRGN818,660$27.2M0.1%−13,590−1.6%Reduced–
AXPAmerican Express CoStock81,058$25.9M0.1%+13,910+20.7%AddedHistory
CSCOCisco Systems, Inc.Stock369,599$25.6M0.1%−726−0.2%ReducedHistory
CATCaterpillar IncStock64,699$25.1M0.1%+1,197+1.9%AddedHistory
ISRGIntuitive Surgical IncCOM NEW46,167$25.1M0.1%+1,481+3.3%AddedHistory
ABTAbbott LaboratoriesStock181,000$24.6M0.1%+19,231+11.9%AddedHistory
LINLinde PLCStock52,410$24.6M0.1%+556+1.1%AddedHistory
VanEck Semiconductor ETF92189F676ETF87,077$24.3M0.1%+12,177+16.3%Added–

Sold out since Q1 2025 (24)

Positions held at the end of Q1 2025 that are gone from this filing.

Positions of Wealthfront Advisers LLC sold out since Q1 2025
SecurityClassShares in Q1 2025Value in Q1 2025% of portfolio in Q1 2025History
CPBCAMPBELL'S CoCOM198,870$7.94M<0.1%History
CAGConagra Brands Inc.Stock259,959$6.93M<0.1%History
DFSDiscover Financial ServicesCOM38,467$6.57M<0.1%History
ENPHEnphase Energy, Inc.Stock56,064$3.48M<0.1%History
WLKWestlake CorpCOM24,498$2.45M<0.1%History
SPDR Ser Tr78468R655S&P KENSHO CLEAN13,005$654.8K<0.1%–
SPDR Series Trust78468R721STATE STREET SPD14,353$646.9K<0.1%–
KDKyndryl Holdings, Inc.Stock15,999$502.4K<0.1%History
AVTRAvantor, Inc.COM21,347$346.0K<0.1%History
CORTCorcept Therapeutics IncCOM2,532$289.2K<0.1%History
BMRNBiomarin Pharmaceutical IncCOM4,069$287.6K<0.1%History
Barrick Gold Corp067901108COM14,237$276.8K<0.1%–
KNSLKinsale Capital Group, Inc.Stock520$253.1K<0.1%History
iShares Tr464288752US HOME CONS ETF2,592$246.8K<0.1%–
SoFi Select 500 ETF886364173ETF2,362$240.7K<0.1%–
iShares Tr46435G532MSCI GBL SUS DEV3,200$231.6K<0.1%–
TECHBIO-TECHNE CorpCOM3,933$230.6K<0.1%History
WSOWatsco IncCOM445$226.2K<0.1%History
iShares Core U.S. Aggregate Bond ETF464287226ETF2,231$220.7K<0.1%–
iShares Tr46434V696CORE MSCI PAC3,521$219.1K<0.1%–
CHKPCheck Point Software Technologies LtdORD961$219.0K<0.1%History
Franklin Templeton ETF Tr35473P686FTSE TAIWAN4,752$205.4K<0.1%–
LYFTLyft, Inc.CL A COM12,306$146.1K<0.1%History
WWWW International, Inc.COM27,952$14.6K<0.1%History