Wealthfront Advisers LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 12, 2024), Wealthfront Advisers LLC reported 909 stock positions worth $32.5 billion. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 13.2% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 9.0%) and iShares Core MSCI Emerging (IEMG, 6.7%). Compared with Q2 2024, it opened 46 new positions, sold out of 10, added to 534 and reduced 329. The biggest buy was iShares Core S&P Total U.S. (ITOT, shares +20%) and the biggest sale Schwab US Broad Market ETF (SCHB, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- Palo Alto, CA
- CIK
- 0001763921
- Portfolio Value
- $32.5B (Q3 2024)
- SEC Filing
- 0001763921-24-000010 ↗ filed Nov 12, 2024
Holdings Value
Holdings 909 stocks · $32.5B
| VTI VG Morningstar TS MKT ETF-US | 13.19% | 15,151,563 | $4.3B | Add +1.3% |
| VEA Vanguard Ftse Developed ETF | 8.97% | 55,237,104 | $2.9B | Add +2.3% |
| IEMG iShares Core MSCI Emerging | 6.69% | 37,914,408 | $2.2B | Add +2.3% |
| SCHF Schwab Intl Equity ETF | 6.40% | 50,625,307 | $2.1B | Add +1.4% |
| VWO Vanguard Ftse Emerging Marke | 6.20% | 42,150,169 | $2.0B | Add +3.4% |
| VTEB Vanguard Tax-Exempt Bond ETF | 4.96% | 31,548,822 | $1.6B | Add +5.2% |
| SCHB Schwab US Broad Market ETF | 4.21% | 20,600,322 | $1.4B | Reduce -2.7% |
| VIG Vanguard Dividend Apprec ETF | 4.15% | 6,823,204 | $1.4B | Add +1.2% |
| MUB iShares National Muni Bond E | 3.25% | 9,740,431 | $1.1B | Add +4.7% |
| ITOT iShares Core S&P Total U.S. | 3.22% | 8,330,478 | $1.0B | Add +20.3% |
| VNQ Vanguard Real Estate ETF | 2.43% | 8,106,667 | $789.8M | Reduce -2.9% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 2.17% | 6,253,899 | $706.6M | Add +2.5% |
| DGRO iShares Core Dividend Growth | 1.96% | 10,191,238 | $638.9M | Add +7.4% |
| VXF Vanguard Extended Market ETF | 1.83% | 3,262,802 | $593.8M | Add +2.6% |
| EMB iShares JP Morgan Usd Emergi | 1.67% | 5,819,616 | $544.6M | Add +2.5% |
| NVDA Nvidia Corp. | 1.42% | 3,812,975 | $463.0M | Add +0.7% |
| SCHD Schwab US DVD Equity ETF | 1.26% | 4,840,490 | $409.2M | Reduce -2.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.08% | 1,486,797 | $352.7M | Add +7.8% |
| VOO Vanguard S&P 500 ETF | 1.04% | 641,105 | $338.3M | Add +6.3% |
| AAPL Apple Inc. | 0.89% | 1,236,533 | $288.1M | Add +1.5% |
| MSFT Microsoft Corp. | 0.85% | 640,324 | $275.5M | Reduce -1.3% |
| ESGU iShares ESG Aware MSCI USA | 0.69% | 1,767,233 | $223.0M | Add +4.1% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.67% | 829,768 | $218.5M | Reduce -4.6% |
| AMZN Amazon.com Inc. | 0.52% | 914,670 | $170.4M | Add +2.5% |
| META Meta Platforms Inc. Class A | 0.49% | 277,961 | $159.1M | Add +0.2% |
| SHV iShares 0-1 Year Treasury Bo | 0.42% | 1,247,678 | $138.0M | Reduce -0.2% |
| SHY iShares 1-3 Year Treasury Bo | 0.39% | 1,543,953 | $128.4M | Reduce -0.1% |
| VDE Vanguard Energy ETF | 0.37% | 992,708 | $121.6M | Add +0.9% |
| ESGV Vanguard ESG US Stock ETF | 0.37% | 1,181,274 | $120.1M | Add +9.2% |
| SCHO Schwab Short-Term US Treas | 0.36% | 2,422,908 | $118.7M | Add +29.2% |
| XLE SS Energy Select Sector | 0.35% | 1,297,756 | $113.9M | Reduce -2.1% |
| FLRN SS SPDR BB Ig Float RT ETF | 0.32% | 3,394,048 | $104.7M | Add +12.7% |
| ESGE iShares Inc. iShares ESG Awar | 0.32% | 2,853,049 | $103.9M | Add +8.8% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.32% | 2,365,957 | $102.7M | Add +31.6% |
| ESGD iShares Trust iShares ESG Aw | 0.30% | 1,170,402 | $98.5M | Add +5.6% |
| BND Vanguard Total Bond Market | 0.29% | 1,264,944 | $95.0M | Add +7.3% |
| LLY Eli Lilly & Co. | 0.28% | 103,845 | $92.0M | Reduce -1.3% |
| GOOGL Alphabet Inc. Class A | 0.27% | 537,750 | $89.2M | Reduce -2.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.24% | 137,577 | $78.9M | Add +8.0% |
| AVGO Broadcom Inc. | 0.24% | 451,202 | $77.8M | Add +2.5% |
| GOOG Alphabet Inc. Class C | 0.23% | 449,914 | $75.2M | Reduce -4.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.23% | 153,465 | $74.9M | Add +6.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.22% | 155,742 | $71.7M | Add +6.3% |
| SCHP Schwab U.S. Tips ETF | 0.20% | 1,221,051 | $65.5M | Add +6.5% |
| SJNK SS SPDR BB St Hi Yield ETF | 0.20% | 2,464,435 | $63.5M | Reduce -9.5% |
| TSLA Tesla Inc. | 0.19% | 239,582 | $62.7M | Add +11.2% |
| JPM JPMorgan Chase & Co. | 0.18% | 272,416 | $57.4M | Add +0.6% |
| SUSC iShares ESG Aware Usd Corpor | 0.17% | 2,390,402 | $56.9M | Add +4.0% |
| NUDM Nuveen ESG Intl Devel MRK Eq | 0.16% | 1,523,033 | $51.3M | Add +5.8% |
| XOM Exxon Mobil Corp. | 0.15% | 416,368 | $48.8M | Reduce -4.2% |
| NFLX Netflix Inc. | 0.15% | 67,864 | $48.1M | Reduce -1.0% |
| COST Costco Wholesale Corp. | 0.14% | 53,049 | $47.0M | Add +2.6% |
| USHY iShares Broad Usd High Yield | 0.14% | 1,187,908 | $44.7M | Add +13.6% |
| GBIL Goldman Sachs Access Treasur | 0.13% | 436,142 | $43.7M | Add +96.9% |
| MA Mastercard Inc. Class A | 0.13% | 87,038 | $43.0M | Add +0.1% |
| HD Home Depot Inc. | 0.13% | 104,607 | $42.4M | Add +3.6% |
| V Visa Inc. Class A | 0.13% | 149,916 | $41.2M | Reduce -0.1% |
| UNH Unitedhealth Group Inc. | 0.13% | 70,328 | $41.1M | Add +11.7% |
| ONEQ Fidelity Nasdaq Comp Indx | 0.12% | 551,393 | $39.5M | Add +19.1% |
| AMD Advanced Micro Devices | 0.12% | 236,931 | $38.9M | Add +1.3% |
| WMT Walmart Inc. | 0.11% | 462,495 | $37.3M | Add +2.1% |
| FLTR Vaneck Ig Floating Rate ETF | 0.11% | 1,397,751 | $35.6M | Add +23.3% |
| PG The Procter & Gamble Co. | 0.11% | 199,549 | $34.6M | Add +0.3% |
| HYLB Xtrackers Usd High Yield Cor | 0.10% | 889,120 | $32.8M | Add +7.8% |
| IWB iShares Russell 1000 ETF | 0.09% | 96,261 | $30.3M | Add +20.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.09% | 745,785 | $29.6M | Reduce -7.6% |
| NUEM Nuveen ESG Emerging Markets | 0.09% | 949,094 | $29.4M | Reduce -1.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.09% | 73,136 | $28.1M | Add +13.4% |
| ORCL Oracle Corp. | 0.09% | 162,517 | $27.7M | Add +3.0% |
| ABBV Abbvie Inc. | 0.08% | 139,489 | $27.5M | Add +4.0% |
| MRK Merck & Co. Inc. | 0.08% | 229,139 | $26.0M | Reduce -4.9% |
| GBTC Grayscale Bitcoin Trust ETF | 0.08% | 505,310 | $25.5M | Reduce -4.8% |
| CRM Salesforce Inc. | 0.08% | 92,922 | $25.4M | Add +3.6% |
| T AT&T Inc. | 0.08% | 1,149,789 | $25.3M | Add +0.7% |
| VTIP Vanguard Short-Term Tips | 0.08% | 507,351 | $25.0M | Add +3.0% |
| GE General Electric filed as GE AEROSPACE | 0.07% | 126,851 | $23.9M | Add +2.3% |
| INTU Intuit Inc. | 0.07% | 38,263 | $23.8M | Add +1.4% |
| XLK SS Technology Select Sector | 0.07% | 105,168 | $23.7M | Reduce -0.1% |
| JNJ Johnson & Johnson | 0.07% | 144,327 | $23.4M | Add +18.2% |
| ADBE Adobe Inc. | 0.07% | 43,720 | $22.6M | Add +0.5% |
| AMAT Applied Materials Inc. | 0.07% | 112,013 | $22.6M | Reduce -5.2% |
| NOW ServiceNow Inc. | 0.07% | 25,162 | $22.5M | Add +5.3% |
| CAT Caterpillar Inc. | 0.07% | 57,360 | $22.4M | Reduce -1.2% |
| LIN Linde PLC | 0.07% | 44,937 | $21.4M | Add +0.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.07% | 95,578 | $21.1M | Add +2.1% |
| NEE Nextera Energy Inc. | 0.06% | 244,588 | $20.7M | Add +0.5% |
| ISRG Intuitive Surgical Inc. | 0.06% | 41,139 | $20.2M | Add +1.9% |
| PGR Progressive Corp. | 0.06% | 78,973 | $20.0M | Add +5.0% |
| MCD McDonald's Corp. | 0.06% | 64,956 | $19.8M | Reduce -0.6% |
| VZ Verizon Communications Inc. | 0.06% | 437,494 | $19.6M | Reduce -0.3% |
| LOW Lowe's Cos Inc. | 0.06% | 70,861 | $19.2M | Add +5.7% |
| GS Goldman Sachs Group Inc. | 0.06% | 38,700 | $19.2M | Add +5.0% |
| VGLT Vanguard Long-Term Treasury | 0.06% | 307,107 | $18.9M | Add +16.0% |
| KO The Coca-Cola Co. | 0.06% | 262,159 | $18.8M | Add +8.0% |
| GLD SPDR Gold Shares | 0.06% | 76,080 | $18.5M | Add +12.2% |
| SMH Vaneck Semiconductor ETF | 0.06% | 74,540 | $18.3M | Add +10.3% |
| VRTX Vertex Pharmaceuticals Inc. | 0.06% | 39,200 | $18.2M | Reduce -1.2% |
| ETHE Grayscale Ethereum Staking E | 0.06% | 831,453 | $18.2M | New |
| PM Philip Morris International | 0.05% | 147,213 | $17.9M | Add +3.9% |
| VGT Vanguard Info Tech ETF | 0.05% | 29,961 | $17.6M | Add +25.8% |
Portfolio Sells Q2 2024 → Q3 2024
| SCHB Schwab US Broad Market ETF | Reduce -2.7% | 4.21% | −0.27 |
| MSFT Microsoft Corp. | Reduce -1.3% | 0.85% | −0.13 |
| GOOGL Alphabet Inc. Class A | Reduce -2.6% | 0.27% | −0.06 |
| GOOG Alphabet Inc. Class C | Reduce -4.3% | 0.23% | −0.06 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -4.6% | 0.67% | −0.06 |
| XLE SS Energy Select Sector | Reduce -2.1% | 0.35% | −0.06 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -0.2% | 0.42% | −0.04 |
| SCHD Schwab US DVD Equity ETF | Reduce -2.5% | 1.26% | −0.04 |
| LLY Eli Lilly & Co. | Reduce -1.3% | 0.28% | −0.04 |
| SJNK SS SPDR BB St Hi Yield ETF | Reduce -9.5% | 0.20% | −0.03 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -0.1% | 0.39% | −0.03 |
| AMAT Applied Materials Inc. | Reduce -5.2% | 0.07% | −0.02 |
| MRK Merck & Co. Inc. | Reduce -4.9% | 0.08% | −0.02 |
| XOM Exxon Mobil Corp. | Reduce -4.2% | 0.15% | −0.02 |
| CVX Chevron Corp. | Reduce -11.8% | 0.05% | −0.02 |
| BAC Bank of America Corp. | Reduce -7.6% | 0.09% | −0.02 |
| OXY Occidental Petroleum Corp. | Reduce -0.7% | 0.05% | −0.02 |
| GBTC Grayscale Bitcoin Trust ETF | Reduce -4.8% | 0.08% | −0.02 |
| LRCX Lam Research Corp. | Reduce -5.4% | 0.03% | −0.02 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -25.7% | 0.02% | −0.02 |
| DXCM Dexcom Inc. | Reduce -56.5% | 0.00% | −0.01 |
| FANG Diamondback Energy Inc. | Reduce -4.8% | 0.04% | −0.01 |
| SCHW Schwab (charles) Corp. | Reduce -24.4% | 0.02% | −0.01 |
| BA The Boeing Co. | Reduce -11.7% | 0.02% | −0.01 |
| MPC Marathon Petroleum Corp. | Reduce -4.7% | 0.05% | −0.01 |
| APTV Aptiv Irish Holdings Ltd. | Reduce -79.0% | 0.00% | −0.01 |
| COP Conocophillips | Reduce -3.4% | 0.04% | −0.01 |
| ACI Albertsons Cos Inc. Class A | Sold out | 0.00% | −0.01 |
| WFC Wells Fargo & Co. | Reduce -1.6% | 0.05% | −0.01 |
| VLO Valero Energy Corp. | Reduce -0.6% | 0.03% | −0.01 |
| DG Dollar General Corp. | Reduce -77.3% | 0.00% | −0.01 |
| MCHP Microchip Technology Inc. | Reduce -34.9% | 0.01% | −0.01 |
| MOS The Mosaic Co. | Reduce -53.6% | 0.01% | −0.01 |
| EW Edwards Lifesciences Corp. | Reduce -54.6% | 0.00% | −0.01 |
| HON Honeywell International Inc. | Reduce -3.7% | 0.04% | −0.01 |
| NFLX Netflix Inc. | Reduce -1.0% | 0.15% | −0.01 |
| XLK SS Technology Select Sector | Reduce -0.1% | 0.07% | −0.01 |
| SLB SLB Ltd. | Reduce -1.3% | 0.03% | −0.01 |
| HUBS HubSpot Inc. | Reduce -39.2% | 0.01% | −0.01 |
| LW Lamb Weston Holdings Inc. | Reduce -76.2% | 0.00% | −0.01 |
| CE Celanese Corp. | Reduce -79.8% | 0.00% | −0.01 |
| MGM MGM Resorts International | Reduce -65.9% | 0.00% | −0.01 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -1.2% | 0.06% | −0.01 |
| DIS The Walt Disney Co. | Reduce -7.9% | 0.03% | −0.01 |
| EQT Eqt Corp. | Reduce -62.0% | 0.00% | −0.01 |
| MRNA Moderna Inc. | Reduce -41.5% | 0.00% | −0.01 |
| SNPS Synopsys Inc. | Reduce -4.8% | 0.02% | −0.01 |
| CNC Centene Corp. | Reduce -63.4% | 0.00% | −0.01 |
| LKQ LKQ Corp. | Reduce -66.5% | 0.00% | −0.01 |
| DELL Dell Technologies -C | Reduce -3.0% | 0.02% | −0.01 |
Portfolio Buys Q2 2024 → Q3 2024
| ITOT iShares Core S&P Total U.S. | Add +20.3% | 3.22% | +0.45 |
| VWO Vanguard Ftse Emerging Marke | Add +3.4% | 6.20% | +0.20 |
| DGRO iShares Core Dividend Growth | Add +7.4% | 1.96% | +0.12 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +7.8% | 1.08% | +0.07 |
| SCHO Schwab Short-Term US Treas | Add +29.2% | 0.36% | +0.06 |
| SHYG iShares 0-5 YR HY Corp. Bond | Add +31.6% | 0.32% | +0.06 |
| GBIL Goldman Sachs Access Treasur | Add +96.9% | 0.13% | +0.06 |
| ETHE Grayscale Ethereum Staking E | New | 0.06% | +0.06 |
| TSLA Tesla Inc. | Add +11.2% | 0.19% | +0.05 |
| VOO Vanguard S&P 500 ETF | Add +6.3% | 1.04% | +0.02 |
| ESGE iShares Inc. iShares ESG Awar | Add +8.8% | 0.32% | +0.02 |
| AAPL Apple Inc. | Add +1.5% | 0.89% | +0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +6.3% | 0.22% | +0.02 |
| IBIT iShares Bitcoin Trust ETF | Add +74.3% | 0.05% | +0.02 |
| META Meta Platforms Inc. Class A | Add +0.2% | 0.49% | +0.02 |
| VXF Vanguard Extended Market ETF | Add +2.6% | 1.83% | +0.02 |
| UNH Unitedhealth Group Inc. | Add +11.7% | 0.13% | +0.02 |
| IEMG iShares Core MSCI Emerging | Add +2.3% | 6.69% | +0.02 |
| WBA Walgreens Boots Alliance Inc. | Add +204.1% | 0.04% | +0.02 |
| ESGV Vanguard ESG US Stock ETF | Add +9.2% | 0.37% | +0.02 |
| ES Eversource Energy | Add +344.8% | 0.02% | +0.02 |
| VIG Vanguard Dividend Apprec ETF | Add +1.2% | 4.15% | +0.01 |
| PNC PNC Financial Services Group | Add +48.9% | 0.04% | +0.01 |
| BX Blackstone Inc. | Add +71.9% | 0.03% | +0.01 |
| HD Home Depot Inc. | Add +3.6% | 0.13% | +0.01 |
| PLTR Palantir Technologies Inc. Class A | Add +3.0% | 0.05% | +0.01 |
| IWB iShares Russell 1000 ETF | Add +20.2% | 0.09% | +0.01 |
| ONEQ Fidelity Nasdaq Comp Indx | Add +19.1% | 0.12% | +0.01 |
| FLTR Vaneck Ig Floating Rate ETF | Add +23.3% | 0.11% | +0.01 |
| BMY Bristol-Myers Squibb Co. | Add +256.8% | 0.02% | +0.01 |
| LMT Lockheed Martin Corp. | Add +17.9% | 0.05% | +0.01 |
| JNJ Johnson & Johnson | Add +18.2% | 0.07% | +0.01 |
| WMT Walmart Inc. | Add +2.1% | 0.11% | +0.01 |
| MSTR Strategy Inc. | Add +261.6% | 0.01% | +0.01 |
| CVS CVS Health Corp. | Add +120.6% | 0.02% | +0.01 |
| GILD Gilead Sciences Inc. | Add +26.9% | 0.04% | +0.01 |
| IBM Intl Business Machines Corp. | Add +2.1% | 0.07% | +0.01 |
| ORCL Oracle Corp. | Add +3.0% | 0.09% | +0.01 |
| CFG Citizens Financial Group | Add +43.8% | 0.03% | +0.01 |
| USHY iShares Broad Usd High Yield | Add +13.6% | 0.14% | +0.01 |
| XEL Xcel Energy Inc. | Add +108.1% | 0.02% | +0.01 |
| LOW Lowe's Cos Inc. | Add +5.7% | 0.06% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +8.0% | 0.24% | +0.01 |
| FLRN SS SPDR BB Ig Float RT ETF | Add +12.7% | 0.32% | +0.01 |
| ESGD iShares Trust iShares ESG Aw | Add +5.6% | 0.30% | +0.01 |
| PGR Progressive Corp. | Add +5.0% | 0.06% | +0.01 |
| DHI D.R. Horton Inc. | Add +1.2% | 0.04% | +0.01 |
| QQQM Invesco Nasdaq 100 ETF | Add +365.0% | 0.01% | +0.01 |
| NOC Northrop Grumman Corp. | Add +39.2% | 0.02% | +0.01 |
| NEM Newmont Corp. | Add +21.9% | 0.03% | +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 |