Wealthfront Advisers LLC
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 19, 2024), Wealthfront Advisers LLC reported 866 stock positions worth $28.6 billion. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 13.8% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 9.7%) and iShares Core MSCI Emerging (IEMG, 6.5%). Compared with Q4 2023, it opened 25 new positions, sold out of 21, added to 536 and reduced 305. The biggest buy was VG Morningstar TS MKT ETF-US (VTI, shares +4%) and the biggest sale iShares National Muni Bond E (MUB, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- Palo Alto, CA
- CIK
- 0001763921
- Portfolio Value
- $28.6B (Q1 2024)
- SEC Filing
- 0001763921-24-000004 ↗ filed Apr 19, 2024
Holdings Value
Holdings 866 stocks · $28.6B
| VTI VG Morningstar TS MKT ETF-US | 13.84% | 15,218,820 | $4.0B | Add +4.5% |
| VEA Vanguard Ftse Developed ETF | 9.67% | 55,106,704 | $2.8B | Add +1.9% |
| IEMG iShares Core MSCI Emerging | 6.48% | 35,902,555 | $1.9B | Add +6.5% |
| SCHF Schwab Intl Equity ETF | 6.24% | 45,734,063 | $1.8B | Add +2.0% |
| VWO Vanguard Ftse Emerging Marke | 6.06% | 41,447,526 | $1.7B | Add +1.5% |
| VTEB Vanguard Tax-Exempt Bond ETF | 5.02% | 28,367,266 | $1.4B | Add +14.3% |
| SCHB Schwab US Broad Market ETF | 4.68% | 21,898,621 | $1.3B | Reduce -3.9% |
| VIG Vanguard Dividend Apprec ETF | 4.44% | 6,943,479 | $1.3B | Add +5.3% |
| MUB iShares National Muni Bond E | 3.45% | 9,155,012 | $985.1M | Reduce -4.7% |
| VNQ Vanguard Real Estate ETF | 2.40% | 7,941,598 | $686.8M | Add +3.5% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 2.27% | 5,953,739 | $648.5M | Add +5.6% |
| ITOT iShares Core S&P Total U.S. | 2.07% | 5,119,108 | $590.2M | Add +8.3% |
| VXF Vanguard Extended Market ETF | 2.00% | 3,255,806 | $570.6M | Add +4.8% |
| EMB iShares JP Morgan Usd Emergi | 1.74% | 5,555,082 | $498.1M | Add +3.8% |
| DGRO iShares Core Dividend Growth | 1.53% | 7,508,367 | $435.9M | Add +1.9% |
| SCHD Schwab US DVD Equity ETF | 1.44% | 5,116,593 | $412.6M | Reduce -3.1% |
| NVDA Nvidia Corp. | 1.16% | 365,685 | $330.4M | Add +3.2% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.04% | 1,305,874 | $298.5M | Add +6.5% |
| MSFT Microsoft Corp. | 0.96% | 653,318 | $274.9M | Add +3.2% |
| VOO Vanguard S&P 500 ETF | 0.93% | 555,170 | $266.9M | Add +9.6% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.72% | 855,397 | $205.1M | Reduce -2.5% |
| AAPL Apple Inc. | 0.71% | 1,175,125 | $201.5M | Reduce -3.7% |
| ESGU iShares ESG Aware MSCI USA | 0.67% | 1,671,008 | $192.1M | Add +8.5% |
| AMZN Amazon.com Inc. | 0.56% | 886,220 | $159.9M | Add +2.6% |
| META Meta Platforms Inc. Class A | 0.48% | 280,561 | $136.2M | Add +1.4% |
| VDE Vanguard Energy ETF | 0.46% | 991,060 | $130.5M | Reduce -2.9% |
| XLE SS Energy Select Sector | 0.45% | 1,369,488 | $129.3M | Reduce -0.9% |
| SHY iShares 1-3 Year Treasury Bo | 0.41% | 1,443,945 | $118.1M | Add +11.4% |
| GBIL Goldman Sachs Access Treasur | 0.33% | 927,811 | $93.6M | Reduce -18.6% |
| BND Vanguard Total Bond Market | 0.31% | 1,230,580 | $89.4M | Add +11.7% |
| ESGV Vanguard ESG US Stock ETF | 0.31% | 955,501 | $89.0M | Add +1.6% |
| ESGD iShares Trust iShares ESG Aw | 0.31% | 1,092,361 | $87.3M | Add +10.4% |
| SCHO Schwab Short-Term US Treas | 0.30% | 1,807,465 | $87.1M | Add +19.2% |
| FLRN SS SPDR BB Ig Float RT ETF | 0.29% | 2,729,685 | $84.2M | Add +22.1% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.29% | 1,948,768 | $82.9M | Add +19.3% |
| LLY Eli Lilly & Co. | 0.29% | 106,147 | $82.6M | Reduce -0.5% |
| ESGE iShares Inc. iShares ESG Awar | 0.28% | 2,509,901 | $80.9M | Add +7.4% |
| GOOGL Alphabet Inc. Class A | 0.28% | 533,142 | $80.5M | Add +4.3% |
| GOOG Alphabet Inc. Class C | 0.24% | 459,542 | $70.0M | Add +0.7% |
| SCHP Schwab U.S. Tips ETF | 0.22% | 1,232,178 | $64.3M | Reduce -1.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.21% | 145,013 | $61.0M | Add +2.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.21% | 134,453 | $59.7M | Add +36.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.21% | 113,082 | $59.1M | Add +43.7% |
| SHV iShares 0-1 Year Treasury Bo | 0.20% | 522,698 | $57.8M | Add +237.1% |
| AVGO Broadcom Inc. | 0.20% | 42,435 | $56.2M | Add +2.2% |
| JPM JPMorgan Chase & Co. | 0.19% | 264,806 | $53.0M | Add +0.6% |
| SJNK SS SPDR BB St Hi Yield ETF | 0.18% | 2,070,195 | $52.2M | Add +2.7% |
| SUSC iShares ESG Aware Usd Corpor | 0.17% | 2,056,080 | $47.3M | Add +15.0% |
| MA Mastercard Inc. Class A | 0.15% | 88,562 | $42.6M | Reduce -0.1% |
| XOM Exxon Mobil Corp. | 0.15% | 365,209 | $42.5M | Add +1.7% |
| V Visa Inc. Class A | 0.15% | 151,954 | $42.4M | Add +0.1% |
| NFLX Netflix Inc. | 0.15% | 69,187 | $42.0M | Reduce -0.4% |
| AMD Advanced Micro Devices | 0.15% | 231,169 | $41.7M | Add +6.8% |
| USHY iShares Broad Usd High Yield | 0.14% | 1,080,022 | $39.5M | Add +15.8% |
| HD Home Depot Inc. | 0.14% | 101,766 | $39.0M | Add +1.3% |
| COST Costco Wholesale Corp. | 0.13% | 51,360 | $37.6M | Add +3.1% |
| NUDM Nuveen ESG Intl Devel MRK Eq | 0.13% | 1,167,290 | $36.3M | Add +5.0% |
| UNH Unitedhealth Group Inc. | 0.12% | 68,954 | $34.1M | Reduce -9.8% |
| PG The Procter & Gamble Co. | 0.12% | 202,557 | $32.9M | Add +2.1% |
| MRK Merck & Co. Inc. | 0.11% | 241,870 | $31.9M | Add +1.7% |
| TSLA Tesla Inc. | 0.10% | 168,616 | $29.6M | Reduce -25.5% |
| CRM Salesforce Inc. | 0.10% | 98,322 | $29.6M | Add +3.0% |
| FLTR Vaneck Ig Floating Rate ETF | 0.10% | 1,152,190 | $29.4M | Reduce -11.4% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.09% | 706,713 | $26.8M | Add +5.8% |
| WMT Walmart Inc. | 0.09% | 440,476 | $26.5M | Add +4.0% |
| INTU Intuit Inc. | 0.09% | 39,415 | $25.6M | Add +0.7% |
| ABBV Abbvie Inc. | 0.09% | 137,853 | $25.1M | Add +5.0% |
| HYLB Xtrackers Usd High Yield Cor | 0.08% | 675,242 | $24.1M | Add +3.1% |
| ADBE Adobe Inc. | 0.08% | 46,590 | $23.5M | Reduce -4.7% |
| AMAT Applied Materials Inc. | 0.08% | 113,930 | $23.5M | Add +1.0% |
| NUEM Nuveen ESG Emerging Markets | 0.08% | 841,216 | $23.1M | Add +28.8% |
| GE General Electric | 0.07% | 121,543 | $21.3M | Add +1.4% |
| ONEQ Fidelity Nasdaq Comp Indx | 0.07% | 325,308 | $20.9M | Add +7.3% |
| JNJ Johnson & Johnson | 0.07% | 131,023 | $20.7M | Add +7.4% |
| CVX Chevron Corp. | 0.07% | 130,902 | $20.6M | Add +0.8% |
| OXY Occidental Petroleum Corp. | 0.07% | 317,103 | $20.6M | Reduce -2.6% |
| LIN Linde PLC | 0.07% | 43,723 | $20.3M | Reduce -1.4% |
| CAT Caterpillar Inc. | 0.07% | 55,378 | $20.3M | Add +2.4% |
| VZ Verizon Communications Inc. | 0.07% | 483,340 | $20.3M | Add +9.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.07% | 58,857 | $20.3M | Add +31.2% |
| XLK SS Technology Select Sector | 0.07% | 96,771 | $20.2M | Add +21.5% |
| MCD McDonald's Corp. | 0.07% | 69,288 | $19.5M | Reduce -1.6% |
| ORCL Oracle Corp. | 0.07% | 155,400 | $19.5M | Add +0.5% |
| T AT&T Inc. | 0.07% | 1,108,429 | $19.5M | Add +0.3% |
| ACN Accenture PLC Class A | 0.07% | 55,711 | $19.3M | Reduce -2.9% |
| MPC Marathon Petroleum Corp. | 0.07% | 94,807 | $19.1M | Reduce -2.4% |
| NOW ServiceNow Inc. | 0.07% | 25,030 | $19.1M | Add +2.1% |
| VGLT Vanguard Long-Term Treasury | 0.06% | 306,589 | $18.2M | Add +7.9% |
| COIN Coinbase Global Inc. Class A | 0.06% | 68,038 | $18.0M | Add +9.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.06% | 92,447 | $17.7M | Add +7.1% |
| PEP Pepsico Inc. | 0.06% | 100,235 | $17.5M | Reduce -0.3% |
| VTIP Vanguard Short-Term Tips | 0.06% | 364,999 | $17.5M | Add +10.5% |
| LOW Lowe's Cos Inc. | 0.06% | 66,360 | $16.9M | Add +1.3% |
| VRTX Vertex Pharmaceuticals Inc. | 0.06% | 40,397 | $16.9M | Reduce -0.7% |
| COP Conocophillips | 0.06% | 131,657 | $16.8M | Reduce -0.4% |
| PFE Pfizer Inc. | 0.06% | 603,812 | $16.8M | Add +84.8% |
| WFC Wells Fargo & Co. | 0.06% | 286,167 | $16.6M | Add +3.9% |
| UBER Uber Technologies Inc. | 0.06% | 214,916 | $16.5M | Add +1.0% |
| IWB iShares Russell 1000 ETF | 0.06% | 55,257 | $15.9M | Add +3.6% |
| ISRG Intuitive Surgical Inc. | 0.06% | 39,812 | $15.9M | Add +2.3% |
Portfolio Sells Q4 2023 → Q1 2024
| MUB iShares National Muni Bond E | Reduce -4.7% | 3.45% | −0.55 |
| AAPL Apple Inc. | Reduce -3.7% | 0.71% | −0.20 |
| SCHB Schwab US Broad Market ETF | Reduce -3.9% | 4.68% | −0.19 |
| TSLA Tesla Inc. | Reduce -25.5% | 0.10% | −0.11 |
| GBIL Goldman Sachs Access Treasur | Reduce -18.6% | 0.33% | −0.11 |
| SCHD Schwab US DVD Equity ETF | Reduce -3.1% | 1.44% | −0.10 |
| UNH Unitedhealth Group Inc. | Reduce -9.8% | 0.12% | −0.04 |
| ADBE Adobe Inc. | Reduce -4.7% | 0.08% | −0.03 |
| SCHP Schwab U.S. Tips ETF | Reduce -1.5% | 0.22% | −0.03 |
| SPLK Splunk Inc. | Sold out | 0.00% | −0.03 |
| NKE Nike Inc. Class B | Reduce -35.3% | 0.03% | −0.03 |
| BA The Boeing Co. | Reduce -8.8% | 0.04% | −0.02 |
| FLTR Vaneck Ig Floating Rate ETF | Reduce -11.4% | 0.10% | −0.02 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -2.5% | 0.72% | −0.02 |
| GILD Gilead Sciences Inc. | Reduce -8.9% | 0.04% | −0.01 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -12.3% | 0.05% | −0.01 |
| MCD McDonald's Corp. | Reduce -1.6% | 0.07% | −0.01 |
| BMY Bristol-Myers Squibb Co. | Reduce -41.4% | 0.02% | −0.01 |
| FMC FMC Corp. | Reduce -93.1% | 0.00% | −0.01 |
| SBUX Starbucks Corp. | Reduce -9.1% | 0.04% | −0.01 |
| ACN Accenture PLC Class A | Reduce -2.9% | 0.07% | −0.01 |
| CME Cme Group Inc. | Reduce -17.8% | 0.03% | −0.01 |
| ACES Alps Clean Energy ETF | Reduce -80.1% | 0.00% | −0.01 |
| AMT American Tower Corp. | Reduce -7.4% | 0.03% | −0.01 |
| APD Air Products & Chemicals Inc. | Reduce -54.3% | 0.00% | −0.01 |
| PM Philip Morris International | Reduce -6.4% | 0.04% | −0.01 |
| CSCO Cisco Systems Inc. | Reduce -3.9% | 0.05% | −0.01 |
| INCY Incyte Corp. | Reduce -49.2% | 0.01% | −0.01 |
| AMGN Amgen Inc. | Reduce -2.3% | 0.05% | −0.01 |
| VCIT Vanguard Int-Term Corporate | Reduce -2.1% | 0.05% | −0.01 |
| HON Honeywell International Inc. | Reduce -1.0% | 0.05% | −0.01 |
| XEL Xcel Energy Inc. | Reduce -40.1% | 0.01% | −0.01 |
| ARKK ARK Innovation ETF | Reduce -3.4% | 0.03% | −0.01 |
| BIV Vanguard Intermediate-Term B | Reduce -2.5% | 0.04% | −0.01 |
| BWA Borgwarner Inc. | Reduce -73.4% | 0.00% | −0.01 |
| LMT Lockheed Martin Corp. | Reduce -6.9% | 0.03% | −0.01 |
| ADM Archer-Daniels-Midland Co. | Reduce -40.5% | 0.01% | −0.01 |
| CZR Caesars Entertainment Inc. | Sold out | 0.00% | −0.01 |
| TXN Texas Instruments Inc. | Reduce -5.5% | 0.04% | −0.01 |
| MDLZ Mondelez International Inc. Class A | Reduce -0.6% | 0.03% | −0.01 |
| ON On Semiconductor | Reduce -9.6% | 0.01% | −0.00 |
| BSY Bentley Systems Inc. Class B | Reduce -66.0% | 0.00% | −0.00 |
| COO Cooper Cos Inc. | Sold out | 0.00% | −0.00 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -0.7% | 0.06% | −0.00 |
| ALNY Alnylam Pharmaceuticals Inc. | Reduce -30.2% | 0.00% | −0.00 |
| BEN Franklin Templeton Inc. | Reduce -7.0% | 0.02% | −0.00 |
| DE Deere & Co. | Reduce -7.5% | 0.03% | −0.00 |
| PEP Pepsico Inc. | Reduce -0.3% | 0.06% | −0.00 |
| GNR State Street SPDR S&P Global | Reduce -26.9% | 0.01% | −0.00 |
| Z Zillow Group Inc. Class C | Reduce -12.2% | 0.01% | −0.00 |
Portfolio Buys Q4 2023 → Q1 2024
| VTI VG Morningstar TS MKT ETF-US | Add +4.5% | 13.84% | +0.56 |
| NVDA Nvidia Corp. | Add +3.2% | 1.16% | +0.48 |
| ITOT iShares Core S&P Total U.S. | Add +8.3% | 2.07% | +0.16 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +14.3% | 5.02% | +0.16 |
| SHV iShares 0-1 Year Treasury Bo | Add +237.1% | 0.20% | +0.14 |
| VIG Vanguard Dividend Apprec ETF | Add +5.3% | 4.44% | +0.12 |
| META Meta Platforms Inc. Class A | Add +1.4% | 0.48% | +0.10 |
| VOO Vanguard S&P 500 ETF | Add +9.6% | 0.93% | +0.08 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +43.7% | 0.21% | +0.06 |
| AMZN Amazon.com Inc. | Add +2.6% | 0.56% | +0.06 |
| QQQ Invesco QQQ Trust Series 1 | Add +36.9% | 0.21% | +0.05 |
| ESGU iShares ESG Aware MSCI USA | Add +8.5% | 0.67% | +0.05 |
| MSFT Microsoft Corp. | Add +3.2% | 0.96% | +0.05 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +6.5% | 1.04% | +0.04 |
| VXF Vanguard Extended Market ETF | Add +4.8% | 2.00% | +0.04 |
| FLRN SS SPDR BB Ig Float RT ETF | Add +22.1% | 0.29% | +0.03 |
| SMH Vaneck Semiconductor ETF | Add +95.5% | 0.05% | +0.03 |
| SHYG iShares 0-5 YR HY Corp. Bond | Add +19.3% | 0.29% | +0.03 |
| AMD Advanced Micro Devices | Add +6.8% | 0.15% | +0.02 |
| SCHO Schwab Short-Term US Treas | Add +19.2% | 0.30% | +0.02 |
| PFE Pfizer Inc. | Add +84.8% | 0.06% | +0.02 |
| COIN Coinbase Global Inc. Class A | Add +9.7% | 0.06% | +0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +2.6% | 0.21% | +0.02 |
| AVGO Broadcom Inc. | Add +2.2% | 0.20% | +0.02 |
| ESGD iShares Trust iShares ESG Aw | Add +10.4% | 0.31% | +0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +31.2% | 0.07% | +0.02 |
| GE General Electric | Add +1.4% | 0.07% | +0.02 |
| JPM JPMorgan Chase & Co. | Add +0.6% | 0.19% | +0.01 |
| NUEM Nuveen ESG Emerging Markets | Add +28.8% | 0.08% | +0.01 |
| MRK Merck & Co. Inc. | Add +1.7% | 0.11% | +0.01 |
| AMAT Applied Materials Inc. | Add +1.0% | 0.08% | +0.01 |
| XLK SS Technology Select Sector | Add +21.5% | 0.07% | +0.01 |
| DG Dollar General Corp. | Add +76.8% | 0.02% | +0.01 |
| DIS The Walt Disney Co. | Add +9.5% | 0.04% | +0.01 |
| XOM Exxon Mobil Corp. | Add +1.7% | 0.15% | +0.01 |
| ARE Alexandria Real Estate Equit | Add +227.9% | 0.02% | +0.01 |
| DDOG Datadog Inc. Class A | Add +215.4% | 0.02% | +0.01 |
| D Dominion Energy Inc. | Add +89.4% | 0.02% | +0.01 |
| PGR Progressive Corp. | Add +5.2% | 0.05% | +0.01 |
| ABBV Abbvie Inc. | Add +5.0% | 0.09% | +0.01 |
| CAT Caterpillar Inc. | Add +2.4% | 0.07% | +0.01 |
| C Citigroup Inc. | Add +42.6% | 0.02% | +0.01 |
| IP International Paper Co. | Add +59.8% | 0.02% | +0.01 |
| USHY iShares Broad Usd High Yield | Add +15.8% | 0.14% | +0.01 |
| UBER Uber Technologies Inc. | Add +1.0% | 0.06% | +0.01 |
| IBM Intl Business Machines Corp. | Add +7.1% | 0.06% | +0.01 |
| MU Micron Technology Inc. | Add +7.4% | 0.03% | +0.01 |
| BAC Bank of America Corp. | Add +5.8% | 0.09% | +0.01 |
| GOOGL Alphabet Inc. Class A | Add +4.3% | 0.28% | +0.01 |
| TPL Texas Pacific Land Corp. | Add +407.6% | 0.01% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,118 | $52.0B | VTI, VEA, IEMG, SCHF, VWO |
| Q1 2026 | 1,075 | $45.6B | VTI, VEA, SCHF, IEMG, VWO |
| Q4 2025 | 1,052 | $44.7B | VTI, VEA, SCHF, IEMG, VWO |
| Q3 2025 | 1,007 | $42.6B | VTI, VEA, VWO, SCHF, IEMG |
| Q2 2025 | 963 | $38.8B | VTI, VEA, SCHF, IEMG, VWO |
| Q1 2025 | 934 | $37.3B | VTI, DGRO, VEA, IEMG, SCHF |
| Q4 2024Amended | 912 | $34.2B | VTI, VEA, IEMG, SCHF, VWO |
| Q3 2024 | 909 | $32.5B | VTI, VEA, IEMG, SCHF, VWO |
| Q2 2024 | 871 | $29.7B | VTI, VEA, IEMG, SCHF, VWO |
| Q1 2024 | 866 | $28.6B | VTI, VEA, IEMG, SCHF, VWO |