Wealthfront Advisers LLCWealthfront Advisers LLC

Institutional investor · Portfolio as of Q2 2025

Top Holdings963 positions

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Activity:
VTIVTI
ETF

VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF

17.2M$5.2B13.5%$177.99+68.36%
26 qtrssince 2019-Q1
Increased
67
VEAVEA
ETF

VANGUARD FTSE DEVELOPED MARKETS ETF

56.6M$3.2B8.3%$36.14+52.93%
26 qtrssince 2019-Q1
Decreased
0
SCHFSCHF
ETF

SCHWAB INTERNATIONAL EQUITY ETF

109.7M$2.4B6.2%$15.01+42.82%
26 qtrssince 2019-Q1
Increased
65
IEMGIEMG
ETF

ISHARES INC

38.3M$2.3B5.9%$45.82+28.18%
26 qtrssince 2019-Q1
Decreased
0
VWOVWO
ETF

Vanguard International Equity Index Funds FTSE EMR MKT ETF

45.5M$2.2B5.8%$36.51+31.77%
26 qtrssince 2019-Q1
Increased
62
VIGVIG
ETF

VANGUARD DIVIDEND APPRECIATION ETF

9.1M$1.9B4.8%$137.70+45.67%
26 qtrssince 2019-Q1
Increased
69
ITOTITOT
ETF

ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF

10.6M$1.4B3.7%$107.13+24.34%
13 qtrssince 2022-Q2
Decreased
0
SCHBSCHB
ETF

SCHWAB U.S. BROAD MARKET ETF

56.4M$1.3B3.5%$12.87+83.03%
26 qtrssince 2019-Q1
Decreased
0
VTEBVTEB
ETF

VANGUARD TAX-EXEMPT BOND ETF

20.9M$1B2.6%$45.56+3.45%
26 qtrssince 2019-Q1
Decreased
0
LQDLQD
ETF

ISHARES TR

9.3M$1B2.6%$97.75+5.90%
26 qtrssince 2019-Q1
Decreased
0
SCHPSCHP
ETF

SCHWAB US TIPS ETF

32M$853M2.2%$24.26+3.42%
26 qtrssince 2019-Q1
Increased
62
DGRODGRO
ETF

ISHARES CORE DIVIDEND GROWTH ETF

13.3M$850.2M2.2%$54.02+15.34%
11 qtrssince 2022-Q4
Decreased
0
VNQVNQ
ETF

VANGUARD REAL ESTATE ETF

8.8M$781.8M2.0%$70.53+21.57%
26 qtrssince 2019-Q1
Increased
56

NVIDIA Corp.

4.2M$656.4M1.7%$28.59+451.35%
26 qtrssince 2019-Q1
Increased
50
VXFVXF
ETF

VANGUARD EXTENDED MARKET ETF

3.3M$632.8M1.6%$129.59+47.03%
26 qtrssince 2019-Q1
Increased
52
MUBMUB
ETF

ISHARES NATIONAL MUNI BOND ETF

5.4M$563.8M1.5%$95.10+5.84%
26 qtrssince 2019-Q1
Decreased
0
CMFCMF
ETF

ISHARES CALIFORNIA MUNI BOND ETF

8.6M$482.1M1.2%$54.48-1.17%
13 qtrssince 2022-Q2
Decreased
0
VOOVOO
ETF

Vanguard Index Funds S&P 500 ETF SHS

762,835$433.3M1.1%$356.85+56.92%
26 qtrssince 2019-Q1
Increased
49
VCITVCIT
ETF

VANGUARD SCOTTSDALE FDS

4.9M$404M1.0%$75.63+3.27%
26 qtrssince 2019-Q1
Increased
73

Microsoft Corp.

803,156$399.5M1.0%$231.33+112.91%
26 qtrssince 2019-Q1
Increased
53
$38.8B
AUM
963
Positions
Q2 2025
Filing
HI score · 4.0/5
Quarterly 13F Value Change
+10%Q1'24$28.6B+4%Q2'24$29.7B+9%Q3'24$32.5B+5%Q4'24$34.2B+9%Q1'25$37.3B+4%Q2'25$38.8B
Activity profile
$ moved · Q2'25
New0%Increased52%Decreased47%Exited0%
Composition
Equity vs derivatives
Equity100%Puts0%Calls0%
Holding period
Avg 4.2 years
<1Q4%1-4Q6%1-2Y6%2Y+84%

Wealthfront Advisers LLC manages $38.8B across 963 positions as of Q2 2025. Top holdings: VTI (13.5%), VEA (8.3%), SCHF (6.2%). Fund DNA: Steady Compounder. HoldingsIntel Score: 4/5.0.

Q2 2025 Summary

Active quarter - 54 new positions, 25 exits, 544 increased. Top move: VCIT (INCREASED, conviction 73). Portfolio: $38.8B across 963 positions.

Top holdings by portfolio weight

Total AUM$39B
VTI13.46%
VEA8.30%
SCHF6.24%
IEMG5.93%
VWO5.79%
VIG4.79%
ITOT3.67%
SCHB3.46%
VTEB2.64%
LQD2.61%
Other2.20%

Portfolio allocation by GICS sector

Sectors11
Unknown81.96%
Technology5.79%
Financial Services2.61%
Communication Services1.87%
Consumer Cyclical1.84%
Healthcare1.43%
Industrials1.38%
Consumer Defensive1.10%
Energy0.64%
Utilities0.64%
Other0.73%

Behavioral investing profile

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Steady Compounder- primarily Unknown
Compare DNA across all funds
7-dimension, SEC 13F-derived research score
Strong(4.0 / 5.0)
Holdings P&L62
Conviction44
Concentration84
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Position Outcomes

Best and worst performing positions by estimated return

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

Similar Funds

Funds with similar investing DNA

Accumulation Streaks

Positions with 2+ consecutive quarters of increases - persistent directional conviction.

Security
7Q
ADBEADBEADOBE INC
Q4 2024 → Q2 2026+33,633 shares-$6.8M
7Q
AMDAMDADVANCED MICRO DEVICES INC
Q4 2024 → Q2 2026+95,428 shares+$154.2M
7Q
GOOGGOOGALPHABET INC
Q4 2024 → Q2 2026+205,260 shares+$156.3M
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer

Verify source filings on SEC EDGAR

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