Wealthfront Advisers LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed April 1, 2025), Wealthfront Advisers LLC reported 912 stock positions worth $34.2 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, 8.2%) and iShares Core MSCI Emerging (IEMG, 5.9%). Compared with Q3 2024, it opened 26 new positions, sold out of 23, added to 649 and reduced 237. The biggest buy was Schwab U.S. Tips ETF (SCHP, shares +810%) and the biggest sale Vanguard Tax-Exempt Bond ETF (VTEB, shares −22%).
- Most Recent 13F
- Q2 2026
- Location
- Palo Alto, CA
- CIK
- 0001763921
- Portfolio Value
- $34.2B (Q4 2024)
- SEC Filing
- 0001667731-25-000354 ↗ filed Apr 1, 2025
Holdings Value
Holdings 912 stocks · $34.2B
| VTI VG Morningstar TS MKT ETF-US | 13.23% | 15,626,644 | $4.5B | Add +3.1% |
| VEA Vanguard Ftse Developed ETF | 8.19% | 58,593,050 | $2.8B | Add +6.1% |
| IEMG iShares Core MSCI Emerging | 5.94% | 38,954,372 | $2.0B | Add +2.7% |
| SCHF Schwab Intl Equity ETF | 5.80% | 107,390,188 | $2.0B | Add +6.1% |
| VWO Vanguard Ftse Emerging Marke | 5.74% | 44,575,645 | $2.0B | Add +5.8% |
| SCHB Schwab US Broad Market ETF | 3.99% | 60,222,952 | $1.4B | Reduce -2.5% |
| VIG Vanguard Dividend Apprec ETF | 3.93% | 6,864,832 | $1.3B | Add +0.6% |
| ITOT iShares Core S&P Total U.S. | 3.67% | 9,753,243 | $1.3B | Add +17.1% |
| VTEB Vanguard Tax-Exempt Bond ETF | 3.59% | 24,488,697 | $1.2B | Reduce -22.4% |
| DGRO iShares Core Dividend Growth | 3.11% | 17,335,594 | $1.1B | Add +70.1% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 2.58% | 8,273,071 | $883.9M | Add +32.3% |
| MUB iShares National Muni Bond E | 2.36% | 7,576,579 | $807.3M | Reduce -22.2% |
| VNQ Vanguard Real Estate ETF | 2.22% | 8,535,038 | $760.3M | Add +5.3% |
| VXF Vanguard Extended Market ETF | 1.91% | 3,447,344 | $654.9M | Add +5.7% |
| SCHP Schwab U.S. Tips ETF | 1.68% | 22,234,248 | $574.3M | Add +810.5% |
| NVDA Nvidia Corp. | 1.54% | 3,933,568 | $528.2M | Add +3.2% |
| CMF iShares California Muni Bond | 1.14% | 6,827,300 | $391.1M | Add +34881.3% |
| SCHD Schwab US DVD Equity ETF | 1.14% | 14,309,642 | $390.9M | Reduce -1.5% |
| VOO Vanguard S&P 500 ETF | 1.13% | 718,286 | $387.0M | Add +12.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.12% | 1,588,699 | $381.7M | Add +6.8% |
| AAPL Apple Inc. | 0.99% | 1,354,939 | $339.3M | Add +9.6% |
| MSFT Microsoft Corp. | 0.84% | 679,296 | $286.3M | Add +6.1% |
| ESGU iShares ESG Aware MSCI USA | 0.75% | 2,002,265 | $257.9M | Add +13.3% |
| EMB iShares JP Morgan Usd Emergi | 0.74% | 2,852,238 | $254.0M | Reduce -51.0% |
| VCIT Vanguard Int-Term Corporate | 0.72% | 3,087,461 | $247.8M | Add +1557.7% |
| AMZN Amazon.com Inc. | 0.63% | 983,249 | $215.7M | Add +7.5% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.62% | 786,089 | $212.0M | Reduce -5.3% |
| META Meta Platforms Inc. Class A | 0.50% | 291,256 | $170.5M | Add +4.8% |
| FLRN SS SPDR BB Ig Float RT ETF | 0.45% | 5,030,086 | $154.6M | Add +48.2% |
| ESGV Vanguard ESG US Stock ETF | 0.44% | 1,444,923 | $151.6M | Add +22.3% |
| GBIL Goldman Sachs Access Treasur | 0.40% | 1,373,625 | $137.3M | Add +214.9% |
| VDE Vanguard Energy ETF | 0.35% | 976,529 | $118.5M | Reduce -1.6% |
| TSLA Tesla Inc. | 0.34% | 291,942 | $117.9M | Add +21.9% |
| GOOGL Alphabet Inc. Class A | 0.33% | 592,590 | $112.2M | Add +10.2% |
| AVGO Broadcom Inc. | 0.32% | 476,609 | $110.5M | Add +5.6% |
| XLE SS Energy Select Sector | 0.31% | 1,234,552 | $105.8M | Reduce -4.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.30% | 175,347 | $102.8M | Add +27.4% |
| SHY iShares 1-3 Year Treasury Bo | 0.30% | 1,238,065 | $101.5M | Reduce -19.8% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.28% | 2,260,377 | $96.3M | Reduce -4.5% |
| GOOG Alphabet Inc. Class C | 0.27% | 482,220 | $91.8M | Add +7.2% |
| SCHO Schwab Short-Term US Treas | 0.26% | 3,755,864 | $90.4M | Reduce -22.5% |
| QQQ Invesco QQQ Trust Series 1 | 0.26% | 172,816 | $88.3M | Add +12.6% |
| ESGD iShares Trust iShares ESG Aw | 0.25% | 1,126,828 | $85.8M | Reduce -3.7% |
| ESGE iShares Inc. iShares ESG Awar | 0.25% | 2,533,952 | $84.6M | Reduce -11.2% |
| SHV iShares 0-1 Year Treasury Bo | 0.24% | 736,011 | $81.0M | Reduce -41.0% |
| LLY Eli Lilly & Co. | 0.24% | 104,653 | $80.8M | Add +0.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.22% | 168,732 | $76.5M | Add +8.3% |
| SJNK SS SPDR BB St Hi Yield ETF | 0.22% | 2,966,834 | $74.9M | Add +20.4% |
| JPM JPMorgan Chase & Co. | 0.20% | 289,162 | $69.3M | Add +6.2% |
| BND Vanguard Total Bond Market | 0.19% | 914,878 | $65.8M | Reduce -27.7% |
| NFLX Netflix Inc. | 0.19% | 71,750 | $64.0M | Add +5.7% |
| SUSC iShares ESG Aware Usd Corpor | 0.16% | 2,381,201 | $54.1M | Reduce -0.4% |
| V Visa Inc. Class A | 0.15% | 163,638 | $51.7M | Add +9.2% |
| COST Costco Wholesale Corp. | 0.15% | 54,679 | $50.1M | Add +3.1% |
| MA Mastercard Inc. Class A | 0.14% | 93,301 | $49.1M | Add +7.2% |
| ONEQ Fidelity Nasdaq Comp Indx | 0.14% | 632,120 | $48.1M | Add +14.6% |
| XOM Exxon Mobil Corp. | 0.13% | 420,379 | $45.2M | Add +1.0% |
| WMT Walmart Inc. | 0.13% | 492,787 | $44.5M | Add +6.5% |
| NUDM Nuveen ESG Intl Devel MRK Eq | 0.13% | 1,467,439 | $44.1M | Reduce -3.6% |
| HD Home Depot Inc. | 0.12% | 109,419 | $42.6M | Add +4.6% |
| FLTR Vaneck Ig Floating Rate ETF | 0.12% | 1,653,327 | $42.1M | Add +18.3% |
| USHY iShares Broad Usd High Yield | 0.12% | 1,121,579 | $41.3M | Reduce -5.6% |
| UNH Unitedhealth Group Inc. | 0.11% | 77,269 | $39.1M | Add +9.9% |
| PLTR Palantir Technologies Inc. Class A | 0.11% | 504,580 | $38.2M | Add +20.8% |
| IWB iShares Russell 1000 ETF | 0.11% | 117,974 | $38.0M | Add +22.6% |
| HYLB Xtrackers Usd High Yield Cor | 0.11% | 1,043,153 | $37.6M | Add +17.3% |
| VTIP Vanguard Short-Term Tips | 0.11% | 757,764 | $36.7M | Add +49.4% |
| PG The Procter & Gamble Co. | 0.11% | 216,929 | $36.4M | Add +8.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.10% | 803,727 | $35.3M | Add +7.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.10% | 85,858 | $35.2M | Add +17.4% |
| CRM Salesforce Inc. | 0.10% | 100,524 | $33.6M | Add +8.2% |
| GBTC Grayscale Bitcoin Trust ETF | 0.10% | 442,362 | $32.7M | Reduce -12.5% |
| ORCL Oracle Corp. | 0.09% | 179,581 | $29.9M | Add +10.5% |
| AMD Advanced Micro Devices | 0.09% | 247,105 | $29.8M | Add +4.3% |
| T AT&T Inc. | 0.08% | 1,253,954 | $28.6M | Add +9.1% |
| NUEM Nuveen ESG Emerging Markets | 0.08% | 975,156 | $28.3M | Add +2.8% |
| BIV Vanguard Intermediate-Term B | 0.08% | 378,178 | $28.3M | Add +116.3% |
| NOW ServiceNow Inc. | 0.08% | 26,312 | $27.9M | Add +4.6% |
| IBIT iShares Bitcoin Trust ETF | 0.08% | 517,899 | $27.5M | Add +22.8% |
| ABBV Abbvie Inc. | 0.08% | 149,097 | $26.5M | Add +6.9% |
| XLK SS Technology Select Sector | 0.07% | 109,651 | $25.5M | Add +4.3% |
| WFC Wells Fargo & Co. | 0.07% | 350,955 | $24.7M | Add +14.9% |
| MRK Merck & Co. Inc. | 0.07% | 244,880 | $24.4M | Add +6.9% |
| INTU Intuit Inc. | 0.07% | 38,653 | $24.3M | Add +1.0% |
| GS Goldman Sachs Group Inc. | 0.07% | 41,226 | $23.6M | Add +6.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.07% | 104,885 | $23.1M | Add +9.7% |
| JNJ Johnson & Johnson | 0.07% | 158,941 | $23.0M | Add +10.1% |
| ISRG Intuitive Surgical Inc. | 0.07% | 43,916 | $22.9M | Add +6.8% |
| GE General Electric filed as GE AEROSPACE | 0.07% | 135,422 | $22.6M | Add +6.8% |
| CAT Caterpillar Inc. | 0.06% | 61,122 | $22.2M | Add +6.6% |
| CVX Chevron Corp. | 0.06% | 146,593 | $21.2M | Add +23.1% |
| AXP American Express Co. | 0.06% | 69,201 | $20.5M | Add +10.4% |
| MCD McDonald's Corp. | 0.06% | 70,010 | $20.3M | Add +7.8% |
| SMH Vaneck Semiconductor ETF | 0.06% | 83,310 | $20.2M | Add +11.8% |
| KO The Coca-Cola Co. | 0.06% | 321,699 | $20.0M | Add +22.7% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.06% | 58,168 | $20.0M | Add +18.6% |
| ADBE Adobe Inc. | 0.06% | 44,809 | $19.9M | Add +2.5% |
| VZ Verizon Communications Inc. | 0.06% | 491,906 | $19.7M | Add +12.4% |
| GLD SPDR Gold Shares | 0.06% | 81,103 | $19.6M | Add +6.6% |
| PGR Progressive Corp. | 0.06% | 81,532 | $19.5M | Add +3.2% |
Portfolio Sells Q3 2024 → Q4 2024
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -22.4% | 3.59% | −1.37 |
| EMB iShares JP Morgan Usd Emergi | Reduce -51.0% | 0.74% | −0.93 |
| MUB iShares National Muni Bond E | Reduce -22.2% | 2.36% | −0.89 |
| SCHB Schwab US Broad Market ETF | Reduce -2.5% | 3.99% | −0.22 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -41.0% | 0.24% | −0.19 |
| SCHD Schwab US DVD Equity ETF | Reduce -1.5% | 1.14% | −0.12 |
| SCHO Schwab Short-Term US Treas | Reduce -22.5% | 0.26% | −0.10 |
| BND Vanguard Total Bond Market | Reduce -27.7% | 0.19% | −0.10 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -19.8% | 0.30% | −0.10 |
| ESGE iShares Inc. iShares ESG Awar | Reduce -11.2% | 0.25% | −0.07 |
| ESGD iShares Trust iShares ESG Aw | Reduce -3.7% | 0.25% | −0.05 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -5.3% | 0.62% | −0.05 |
| XLE SS Energy Select Sector | Reduce -4.9% | 0.31% | −0.04 |
| SHYG iShares 0-5 YR HY Corp. Bond | Reduce -4.5% | 0.28% | −0.03 |
| NUDM Nuveen ESG Intl Devel MRK Eq | Reduce -3.6% | 0.13% | −0.03 |
| VDE Vanguard Energy ETF | Reduce -1.6% | 0.35% | −0.03 |
| MRO Marathon Oil Corp. | Sold out | 0.00% | −0.03 |
| NEE Nextera Energy Inc. | Reduce -17.3% | 0.04% | −0.02 |
| PLD Prologis Inc. | Reduce -46.9% | 0.01% | −0.02 |
| USHY iShares Broad Usd High Yield | Reduce -5.6% | 0.12% | −0.02 |
| NEM Newmont Corp. | Reduce -40.6% | 0.01% | −0.02 |
| SUSC iShares ESG Aware Usd Corpor | Reduce -0.4% | 0.16% | −0.02 |
| VGLT Vanguard Long-Term Treasury | Reduce -16.9% | 0.04% | −0.02 |
| REGN Regeneron Pharmaceuticals | Reduce -22.6% | 0.02% | −0.02 |
| EAGG iShares ESG Aware US Aggrega | Reduce -38.6% | 0.02% | −0.01 |
| ELV Elevance Health Inc. | Reduce -52.6% | 0.01% | −0.01 |
| AMGN Amgen Inc. | Reduce -4.8% | 0.04% | −0.01 |
| ARE Alexandria Real Estate Equit | Reduce -81.0% | 0.00% | −0.01 |
| AGR Avangrid Inc. | Sold out | 0.00% | −0.01 |
| MDLZ Mondelez International Inc. Class A | Reduce -24.2% | 0.02% | −0.01 |
| KLAC KLA Corp. | Reduce -15.3% | 0.02% | −0.01 |
| QCOM Qualcomm Inc. | Reduce -4.6% | 0.04% | −0.01 |
| LEN Lennar Corp. Class A | Reduce -4.1% | 0.02% | −0.01 |
| SJM The JM Smucker Co. | Reduce -57.6% | 0.01% | −0.01 |
| MPC Marathon Petroleum Corp. | Reduce -0.6% | 0.04% | −0.01 |
| CMCSA Comcast Corp. Class A | Reduce -6.3% | 0.03% | −0.01 |
| MPWR Monolithic Power Systems Inc. | Reduce -7.7% | 0.01% | −0.01 |
| UNP Union Pacific Corp. | Reduce -5.2% | 0.04% | −0.01 |
| HCA HCA Healthcare Inc. | Reduce -7.7% | 0.01% | −0.01 |
| MCHP Microchip Technology Inc. | Reduce -66.5% | 0.00% | −0.01 |
| FCX Freeport-McMoran Inc. | Reduce -2.6% | 0.02% | −0.01 |
| BMRN Biomarin Pharmaceutical Inc. | Sold out | 0.00% | −0.01 |
| ETHE Grayscale Ethereum Staking E | Reduce -27.2% | 0.05% | −0.01 |
| BBY Best Buy Co. Inc. | Reduce -1.7% | 0.02% | −0.01 |
| EXR Extra Space Storage Inc. | Reduce -3.7% | 0.02% | −0.01 |
| ICLN iShares Global Clean Energy | Reduce -18.6% | 0.01% | −0.01 |
| PSX Phillips 66 | Reduce -12.7% | 0.02% | −0.01 |
| SMCI Super Micro Computer Inc. | Sold out | 0.00% | −0.01 |
| STX Seagate Technology Holdings | Reduce -8.0% | 0.01% | −0.01 |
| SOXX iShares Semiconductor ETF | Reduce -12.4% | 0.02% | −0.01 |
Portfolio Buys Q3 2024 → Q4 2024
| SCHP Schwab U.S. Tips ETF | Add +810.5% | 1.68% | +1.48 |
| DGRO iShares Core Dividend Growth | Add +70.1% | 3.11% | +1.14 |
| CMF iShares California Muni Bond | Add +34881.3% | 1.14% | +1.14 |
| VCIT Vanguard Int-Term Corporate | Add +1557.7% | 0.72% | +0.68 |
| ITOT iShares Core S&P Total U.S. | Add +17.1% | 3.67% | +0.45 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Add +32.3% | 2.58% | +0.41 |
| GBIL Goldman Sachs Access Treasur | Add +214.9% | 0.40% | +0.27 |
| TSLA Tesla Inc. | Add +21.9% | 0.34% | +0.15 |
| FLRN SS SPDR BB Ig Float RT ETF | Add +48.2% | 0.45% | +0.13 |
| NVDA Nvidia Corp. | Add +3.2% | 1.54% | +0.12 |
| AMZN Amazon.com Inc. | Add +7.5% | 0.63% | +0.11 |
| AAPL Apple Inc. | Add +9.6% | 0.99% | +0.11 |
| VOO Vanguard S&P 500 ETF | Add +12.0% | 1.13% | +0.09 |
| VXF Vanguard Extended Market ETF | Add +5.7% | 1.91% | +0.09 |
| AVGO Broadcom Inc. | Add +5.6% | 0.32% | +0.08 |
| ESGV Vanguard ESG US Stock ETF | Add +22.3% | 0.44% | +0.07 |
| ESGU iShares ESG Aware MSCI USA | Add +13.3% | 0.75% | +0.07 |
| PLTR Palantir Technologies Inc. Class A | Add +20.8% | 0.11% | +0.06 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +27.4% | 0.30% | +0.06 |
| GOOGL Alphabet Inc. Class A | Add +10.2% | 0.33% | +0.05 |
| VTI VG Morningstar TS MKT ETF-US | Add +3.1% | 13.23% | +0.04 |
| BIV Vanguard Intermediate-Term B | Add +116.3% | 0.08% | +0.04 |
| NFLX Netflix Inc. | Add +5.7% | 0.19% | +0.04 |
| GOOG Alphabet Inc. Class C | Add +7.2% | 0.27% | +0.04 |
| PCY Invesco Emerging Markets Sov | Add +202.8% | 0.05% | +0.03 |
| IBIT iShares Bitcoin Trust ETF | Add +22.8% | 0.08% | +0.03 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +6.8% | 1.12% | +0.03 |
| VTIP Vanguard Short-Term Tips | Add +49.4% | 0.11% | +0.03 |
| QQQ Invesco QQQ Trust Series 1 | Add +12.6% | 0.26% | +0.03 |
| MSTR Strategy Inc. | Add +77.2% | 0.04% | +0.03 |
| JPM JPMorgan Chase & Co. | Add +6.2% | 0.20% | +0.03 |
| BMY Bristol-Myers Squibb Co. | Add +149.8% | 0.04% | +0.03 |
| V Visa Inc. Class A | Add +9.2% | 0.15% | +0.02 |
| SJNK SS SPDR BB St Hi Yield ETF | Add +20.4% | 0.22% | +0.02 |
| VCEB Vanguard ESG US Corp. Bond | New | 0.02% | +0.02 |
| ETR Entergy Corp. | Add +137.1% | 0.04% | +0.02 |
| SGOV iShares 0-3 Month Treasury B | Add +105.9% | 0.05% | +0.02 |
| CRM Salesforce Inc. | Add +8.2% | 0.10% | +0.02 |
| D Dominion Energy Inc. | Add +97.2% | 0.04% | +0.02 |
| ONEQ Fidelity Nasdaq Comp Indx | Add +14.6% | 0.14% | +0.02 |
| WFC Wells Fargo & Co. | Add +14.9% | 0.07% | +0.02 |
| IWB iShares Russell 1000 ETF | Add +22.6% | 0.11% | +0.02 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +17.4% | 0.10% | +0.02 |
| WMT Walmart Inc. | Add +6.5% | 0.13% | +0.02 |
| COP Conocophillips | Add +49.9% | 0.06% | +0.01 |
| FLTR Vaneck Ig Floating Rate ETF | Add +18.3% | 0.12% | +0.01 |
| RPRX Royalty Pharma PLC Class A | Add +1655.6% | 0.01% | +0.01 |
| APP AppLovin Corp. Class A | Add +47.3% | 0.02% | +0.01 |
| CMS CMS Energy Corp. | Add +93.0% | 0.03% | +0.01 |
| NOW ServiceNow Inc. | Add +4.6% | 0.08% | +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 |