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Wealthfront Advisers LLC — 13F Holdings & Portfolio

CIK 1763921 · latest 13F-HR filed 2026-08-07

Backtest portfolio

Wealthfront Advisers LLC manages $52.04B in 13F-reported U.S. long-equity assets across 1,119 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are VTI (13.01%), VEA (7.97%), IEMG (6.47%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 66 new positions, exited 23, added to 636, and trimmed 254.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
261 HAMILTON AVE
PALO ALTO, CA 94301
Phone
(844) 995-8437
Filing Manager
Wealthfront Advisers LLC
Palo Alto, CA
Signatory
Andres Carvallo
Compliance Manager
Loading holdings…
AUM

$52.04B

Long-equity book

Holdings

1,119

Distinct positions

Period

2026-06-30

Filed 2026-08-07

Q/Q Activity

+66 / −23 / ↑636 / ↓254

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • VANGUARD INDEX FDS$1.01B +17.5%
  • ISHARES INC$527.1M +18.6%
  • VANGUARD TAX-MANAGED FDS$451.6M +12.2%
  • ISHARES TR$414.8M +20.3%
  • SCHWAB STRATEGIC TR$355.6M +12.3%
Show all 636 →

Top Trims

  • VANGUARD SCOTTSDALE FDS-$70.7M -12.6%
  • SPDR SERIES TRUST-$38.7M -28.9%
  • SELECT SECTOR SPDR TR-$24.1M -15.8%
  • NETFLIX INC.-$21.8M -28.4%
  • GOLDMAN SACHS ETF TR-$20.6M -22.6%
Show all 254 →

New Positions

  • HONEYWELL AEROSPACE INC$12.0M
  • SPACE EXPLORATION TECHN CORP$10.0M
  • HONEYWELL INTL INC$9.8M
  • CARNIVAL CORP LTD$4.2M
  • FEDEX FGHT HLDG CO INC$2.1M
Show all 66 →

Exited Positions

  • HONEYWELL INTL INC$20.1M
  • COTERRA ENERGY INC$5.8M
  • HOLOGIC INC$4.6M
  • CARNIVAL CORP$3.5M
  • DUPONT DE NEMOURS INC$1.8M
Show all 23 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 VANGUARD INDEX FDS VTI 922908769 $6.77B 13.01% 18,297,773 SH
2 VANGUARD TAX-MANAGED FDS VEA 921943858 $4.15B 7.97% 58,220,511 SH
3 ISHARES INC IEMG 46434G103 $3.36B 6.47% 40,620,373 SH
4 SCHWAB STRATEGIC TR SCHF 808524805 $3.23B 6.22% 116,784,490 SH
5 VANGUARD INTL EQUITY INDEX F VWO 922042858 $2.78B 5.34% 46,521,161 SH
6 ISHARES TR ITOT 464287150 $2.46B 4.73% 14,987,349 SH
7 VANGUARD SPECIALIZED FUNDS VIG 921908844 $2.24B 4.31% 9,471,819 SH
8 SCHWAB STRATEGIC TR SCHB 808524102 $1.49B 2.86% 51,435,009 SH
9 ISHARES TR LQD 464287242 $1.36B 2.61% 12,435,413 SH
10 ISHARES TR DGRO 46434V621 $1.34B 2.58% 17,739,616 SH
11 VANGUARD MUN BD FDS VTEB 922907746 $1.32B 2.54% 26,083,419 SH
12 VANGUARD INDEX FDS VNQ 922908553 $980.1M 1.88% 10,163,867 SH
13 SCHWAB STRATEGIC TR SCHP 808524870 $935.3M 1.80% 35,292,799 SH
14 NVIDIA CORPORATION NVDA 67066G104 $880.6M 1.69% 4,400,817 SH
15 VANGUARD INDEX FDS VXF 922908652 $849.5M 1.63% 3,450,306 SH
16 VANGUARD INDEX FDS VOO 922908363 $606.7M 1.17% 883,355 SH
17 VANGUARD INDEX FDS VB 922908751 $519.9M 1.00% 1,715,012 SH
18 ISHARES TR MUB 464288414 $489.9M 0.94% 4,552,278 SH
19 VANGUARD SCOTTSDALE FDS VCIT 92206C870 $488.8M 0.94% 5,914,540 SH
20 APPLE INC AAPL 037833100 $482.4M 0.93% 1,667,085 SH
21 ISHARES TR ESGU 46435G425 $449.8M 0.86% 2,748,033 SH
22 INVESCO EXCH TRADED FD TR II PWZ 46138E206 $428.5M 0.82% 17,483,077 SH
23 ISHARES TR CMF 464288356 $419.4M 0.81% 7,276,324 SH
24 SCHWAB STRATEGIC TR SCHD 808524797 $400.2M 0.77% 12,619,208 SH
25 ALPHABET INC GOOGL 02079K305 $312.6M 0.60% 874,716 SH
26 VANGUARD MALVERN FDS VTIP 922020805 $308.3M 0.59% 6,137,312 SH
27 AMAZON COM INC AMZN 023135106 $305.4M 0.59% 1,281,390 SH
28 MICROSOFT CORP MSFT 594918104 $294.7M 0.57% 790,104 SH
29 VANGUARD INDEX FDS VV 922908637 $252.5M 0.49% 734,110 SH
30 BROADCOM INC AVGO 11135F101 $247.2M 0.48% 654,462 SH
31 VANGUARD WORLD FD ESGV 921910733 $240.6M 0.46% 1,819,118 SH
32 ISHARES TR SHV 464288679 $235.4M 0.45% 2,133,613 SH
33 ALPHABET INC GOOG 02079K107 $231.5M 0.44% 655,174 SH
34 MICRON TECHNOLOGY INC MU 595112103 $212.2M 0.41% 183,867 SH
35 ADVANCED MICRO DEVICES INC AMD 007903107 $193.1M 0.37% 332,359 SH
36 META PLATFORMS INC META 30303M102 $189.6M 0.36% 336,521 SH
37 VANGUARD WHITEHALL FDS VWOB 921946885 $180.6M 0.35% 2,686,305 SH
38 TESLA INC TSLA 88160R101 $176.2M 0.34% 419,025 SH
39 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $174.0M 0.33% 232,989 SH
40 SPDR SERIES TRUST FLRN 78468R200 $156.3M 0.30% 5,067,526 SH
41 ELI LILLY & CO LLY 532457108 $146.7M 0.28% 122,313 SH
42 ISHARES INC ESGE 46434G863 $137.7M 0.26% 2,516,931 SH
43 VANGUARD BD INDEX FDS BND 921937835 $134.9M 0.26% 1,837,435 SH
44 INVESCO QQQ TR QQQ 46090E103 $134.8M 0.26% 183,041 SH
45 ISHARES TR ESGD 46435G516 $132.0M 0.25% 1,283,855 SH
46 SELECT SECTOR SPDR TR XLE 81369Y506 $128.1M 0.25% 2,411,472 SH
47 JPMORGAN CHASE & CO JPM 46625H100 $122.1M 0.23% 372,908 SH
48 VANGUARD WORLD FD VDE 92204A306 $119.7M 0.23% 797,265 SH
49 ISHARES TR SGOV 46436E718 $117.5M 0.23% 1,167,189 SH
50 VANECK ETF TRUST FLTR 92189F486 $116.6M 0.22% 4,554,828 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-07 $52.04B 1,119 0002085853-26-000956
2026-03-31 2026-05-05 $45.56B 1,076 0002085853-26-000564
2025-12-31 2026-01-30 $44.75B 1,052 0002085853-26-000151