Wealthfront Advisers LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 2, 2025), Wealthfront Advisers LLC reported 934 stock positions worth $37.3 billion. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 11.8% of the portfolio, followed by iShares Core Dividend Growth (DGRO, 8.2%) and Vanguard Ftse Developed ETF (VEA, 8.2%). Compared with Q4 2024, it opened 37 new positions, sold out of 15, added to 590 and reduced 306. The biggest buy was Schwab U.S. Tips ETF (SCHP, shares +27%) 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
- $37.3B (Q1 2025)
- SEC Filing
- 0001667731-25-000578 ↗ filed May 2, 2025
Holdings Value
Holdings 934 stocks · $37.3B
| VTI VG Morningstar TS MKT ETF-US | 11.78% | 15,971,439 | $4.4B | Add +2.2% |
| DGRO iShares Core Dividend Growth | 8.24% | 16,883,038 | $3.1B | Reduce -2.6% |
| VEA Vanguard Ftse Developed ETF | 8.24% | 60,371,395 | $3.1B | Add +3.0% |
| IEMG iShares Core MSCI Emerging | 5.71% | 39,369,561 | $2.1B | Add +1.1% |
| SCHF Schwab Intl Equity ETF | 5.56% | 104,770,919 | $2.1B | Reduce -2.4% |
| VWO Vanguard Ftse Emerging Marke | 5.52% | 45,420,074 | $2.1B | Add +1.9% |
| VIG Vanguard Dividend Apprec ETF | 3.96% | 7,603,273 | $1.5B | Add +10.8% |
| ITOT iShares Core S&P Total U.S. | 3.60% | 11,002,156 | $1.3B | Add +12.8% |
| SCHB Schwab US Broad Market ETF | 3.38% | 58,426,349 | $1.3B | Reduce -3.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 3.05% | 22,920,470 | $1.1B | Reduce -6.4% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 2.84% | 9,739,318 | $1.1B | Add +17.7% |
| VNQ Vanguard Real Estate ETF | 2.08% | 8,561,435 | $775.2M | Add +0.3% |
| SCHP Schwab U.S. Tips ETF | 2.04% | 28,220,930 | $758.9M | Add +26.9% |
| MUB iShares National Muni Bond E | 1.90% | 6,712,402 | $707.8M | Reduce -11.4% |
| VXF Vanguard Extended Market ETF | 1.45% | 3,143,888 | $541.6M | Reduce -8.8% |
| CMF iShares California Muni Bond | 1.35% | 8,951,879 | $503.8M | Add +31.1% |
| NVDA Nvidia Corp. | 1.20% | 4,119,257 | $446.4M | Add +4.7% |
| VOO Vanguard S&P 500 ETF | 1.05% | 762,684 | $392.0M | Add +6.2% |
| SCHD Schwab US DVD Equity ETF | 1.05% | 13,924,582 | $389.3M | Reduce -2.7% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.87% | 1,454,851 | $322.6M | Reduce -8.4% |
| AAPL Apple Inc. | 0.86% | 1,443,988 | $320.8M | Add +6.6% |
| MSFT Microsoft Corp. | 0.75% | 742,918 | $278.9M | Add +9.4% |
| ESGU iShares ESG Aware MSCI USA | 0.71% | 2,173,670 | $265.0M | Add +8.6% |
| VCIT Vanguard Int-Term Corporate | 0.63% | 2,876,322 | $235.2M | Reduce -6.8% |
| EMB iShares JP Morgan Usd Emergi | 0.58% | 2,372,507 | $214.9M | Reduce -16.8% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.56% | 818,812 | $210.5M | Add +4.2% |
| AMZN Amazon.com Inc. | 0.53% | 1,031,367 | $196.2M | Add +4.9% |
| META Meta Platforms Inc. Class A | 0.47% | 306,416 | $176.6M | Add +5.2% |
| FLRN SS SPDR BB Ig Float RT ETF | 0.47% | 5,680,720 | $175.1M | Add +12.9% |
| SHV iShares 0-1 Year Treasury Bo | 0.45% | 1,534,178 | $169.5M | Add +108.4% |
| ESGV Vanguard ESG US Stock ETF | 0.40% | 1,502,840 | $147.2M | Add +4.0% |
| VDE Vanguard Energy ETF | 0.32% | 908,019 | $117.8M | Reduce -7.0% |
| XLE SS Energy Select Sector | 0.31% | 1,234,488 | $115.4M | Reduce -0.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.30% | 212,041 | $112.9M | Add +25.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.30% | 199,669 | $111.7M | Add +13.9% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.27% | 2,382,422 | $101.3M | Add +5.4% |
| GOOGL Alphabet Inc. Class A | 0.27% | 639,880 | $99.0M | Add +8.0% |
| SCHO Schwab Short-Term US Treas | 0.26% | 3,916,163 | $95.3M | Add +4.3% |
| TSLA Tesla Inc. | 0.25% | 359,448 | $93.2M | Add +23.1% |
| SHY iShares 1-3 Year Treasury Bo | 0.25% | 1,120,066 | $92.7M | Reduce -9.5% |
| LLY Eli Lilly & Co. | 0.25% | 111,269 | $91.9M | Add +6.3% |
| ESGD iShares Trust iShares ESG Aw | 0.25% | 1,121,344 | $91.6M | Reduce -0.5% |
| AVGO Broadcom Inc. | 0.24% | 527,067 | $88.2M | Add +10.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.24% | 186,745 | $87.6M | Add +8.1% |
| ESGE iShares Inc. iShares ESG Awar | 0.23% | 2,495,656 | $87.2M | Reduce -1.5% |
| SJNK SS SPDR BB St Hi Yield ETF | 0.22% | 3,267,659 | $82.2M | Add +10.1% |
| GOOG Alphabet Inc. Class C | 0.21% | 511,515 | $79.9M | Add +6.1% |
| GBIL Goldman Sachs Access Treasur | 0.21% | 784,077 | $78.5M | Reduce -42.9% |
| JPM JPMorgan Chase & Co. | 0.21% | 317,991 | $78.0M | Add +10.0% |
| BND Vanguard Total Bond Market | 0.19% | 979,919 | $72.0M | Add +7.1% |
| NFLX Netflix Inc. | 0.18% | 73,179 | $68.2M | Add +2.0% |
| V Visa Inc. Class A | 0.17% | 184,082 | $64.5M | Add +12.5% |
| SUSC iShares ESG Aware Usd Corpor | 0.16% | 2,613,753 | $60.3M | Add +9.8% |
| XOM Exxon Mobil Corp. | 0.15% | 472,087 | $56.1M | Add +12.3% |
| COST Costco Wholesale Corp. | 0.15% | 59,235 | $56.0M | Add +8.3% |
| MA Mastercard Inc. Class A | 0.14% | 97,226 | $53.3M | Add +4.2% |
| ONEQ Fidelity Nasdaq Comp Indx | 0.13% | 705,032 | $48.0M | Add +11.5% |
| USHY iShares Broad Usd High Yield | 0.13% | 1,283,228 | $47.2M | Add +14.4% |
| FLTR Vaneck Ig Floating Rate ETF | 0.13% | 1,829,550 | $46.7M | Add +10.7% |
| WMT Walmart Inc. | 0.12% | 515,381 | $45.2M | Add +4.6% |
| UNH Unitedhealth Group Inc. | 0.11% | 81,508 | $42.7M | Add +5.5% |
| PLTR Palantir Technologies Inc. Class A | 0.11% | 505,516 | $42.7M | Add +0.2% |
| NUDM Nuveen ESG Intl Devel MRK Eq | 0.11% | 1,327,710 | $42.3M | Reduce -9.5% |
| JNJ Johnson & Johnson | 0.11% | 252,068 | $41.8M | Add +58.6% |
| HD Home Depot Inc. | 0.11% | 109,716 | $40.2M | Add +0.3% |
| IWB iShares Russell 1000 ETF | 0.10% | 126,610 | $38.8M | Add +7.3% |
| PG The Procter & Gamble Co. | 0.10% | 226,574 | $38.6M | Add +4.5% |
| HYLB Xtrackers Usd High Yield Cor | 0.10% | 1,064,323 | $38.5M | Add +2.0% |
| T AT&T Inc. | 0.10% | 1,309,658 | $37.0M | Add +4.4% |
| VTIP Vanguard Short-Term Tips | 0.10% | 718,116 | $35.8M | Reduce -5.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.10% | 849,869 | $35.5M | Add +5.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.09% | 91,090 | $33.8M | Add +6.1% |
| ABBV Abbvie Inc. | 0.09% | 160,823 | $33.7M | Add +7.9% |
| IBIT iShares Bitcoin Trust ETF | 0.09% | 708,008 | $33.1M | Add +36.7% |
| BIV Vanguard Intermediate-Term B | 0.09% | 418,947 | $32.1M | Add +10.8% |
| GLD SPDR Gold Shares | 0.08% | 108,926 | $31.4M | Add +34.3% |
| PM Philip Morris International | 0.08% | 195,304 | $31.0M | Add +24.0% |
| GE General Electric filed as GE AEROSPACE | 0.08% | 154,390 | $30.9M | Add +14.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.08% | 122,029 | $30.3M | Add +16.4% |
| CVX Chevron Corp. | 0.08% | 175,905 | $29.4M | Add +20.0% |
| CRM Salesforce Inc. | 0.08% | 106,221 | $28.5M | Add +5.7% |
| GBTC Grayscale Bitcoin Trust ETF | 0.07% | 422,635 | $27.5M | Reduce -4.5% |
| WFC Wells Fargo & Co. | 0.07% | 381,486 | $27.4M | Add +8.7% |
| SGOV iShares 0-3 Month Treasury B | 0.07% | 271,811 | $27.4M | Add +75.8% |
| AMD Advanced Micro Devices | 0.07% | 263,796 | $27.1M | Add +6.8% |
| INTU Intuit Inc. | 0.07% | 43,226 | $26.5M | Add +11.8% |
| KO The Coca-Cola Co. | 0.07% | 363,272 | $26.0M | Add +12.9% |
| ORCL Oracle Corp. | 0.07% | 183,216 | $25.6M | Add +2.0% |
| NUEM Nuveen ESG Emerging Markets | 0.07% | 832,250 | $24.3M | Reduce -14.7% |
| MCD McDonald's Corp. | 0.07% | 77,622 | $24.2M | Add +10.9% |
| GS Goldman Sachs Group Inc. | 0.07% | 44,331 | $24.2M | Add +7.5% |
| LIN Linde PLC | 0.06% | 51,854 | $24.1M | Add +13.3% |
| GILD Gilead Sciences Inc. | 0.06% | 213,912 | $24.0M | Add +28.4% |
| PGR Progressive Corp. | 0.06% | 83,654 | $23.7M | Add +2.6% |
| VZ Verizon Communications Inc. | 0.06% | 517,283 | $23.5M | Add +5.2% |
| CSCO Cisco Systems Inc. | 0.06% | 370,325 | $22.9M | Add +28.8% |
| VRTX Vertex Pharmaceuticals Inc. | 0.06% | 46,932 | $22.8M | Add +14.4% |
| BMY Bristol-Myers Squibb Co. | 0.06% | 365,783 | $22.3M | Add +46.5% |
| ISRG Intuitive Surgical Inc. | 0.06% | 44,686 | $22.1M | Add +1.8% |
| ABT Abbott Laboratories | 0.06% | 161,769 | $21.5M | Add +16.6% |
Portfolio Sells Q4 2024 → Q1 2025
| SCHB Schwab US Broad Market ETF | Reduce -3.0% | 3.38% | −0.62 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -6.4% | 3.05% | −0.53 |
| VXF Vanguard Extended Market ETF | Reduce -8.8% | 1.45% | −0.46 |
| MUB iShares National Muni Bond E | Reduce -11.4% | 1.90% | −0.46 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -8.4% | 0.87% | −0.25 |
| SCHF Schwab Intl Equity ETF | Reduce -2.4% | 5.56% | −0.24 |
| GBIL Goldman Sachs Access Treasur | Reduce -42.9% | 0.21% | −0.19 |
| EMB iShares JP Morgan Usd Emergi | Reduce -16.8% | 0.58% | −0.17 |
| SCHD Schwab US DVD Equity ETF | Reduce -2.7% | 1.05% | −0.10 |
| VCIT Vanguard Int-Term Corporate | Reduce -6.8% | 0.63% | −0.09 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -9.5% | 0.25% | −0.05 |
| MRK Merck & Co. Inc. | Reduce -34.2% | 0.04% | −0.03 |
| VDE Vanguard Energy ETF | Reduce -7.0% | 0.32% | −0.03 |
| ETHE Grayscale Ethereum Staking E | Reduce -6.5% | 0.02% | −0.03 |
| GBTC Grayscale Bitcoin Trust ETF | Reduce -4.5% | 0.07% | −0.02 |
| XLK SS Technology Select Sector | Reduce -9.1% | 0.06% | −0.02 |
| COIN Coinbase Global Inc. Class A | Reduce -0.3% | 0.03% | −0.02 |
| NUEM Nuveen ESG Emerging Markets | Reduce -14.7% | 0.07% | −0.02 |
| SMH Vaneck Semiconductor ETF | Reduce -10.1% | 0.04% | −0.02 |
| PCY Invesco Emerging Markets Sov | Reduce -24.7% | 0.04% | −0.02 |
| WBA Walgreens Boots Alliance Inc. | Reduce -46.5% | 0.02% | −0.02 |
| NUDM Nuveen ESG Intl Devel MRK Eq | Reduce -9.5% | 0.11% | −0.02 |
| ESGE iShares Inc. iShares ESG Awar | Reduce -1.5% | 0.23% | −0.01 |
| RKT Rocket Cos Inc. Class A | Reduce -69.7% | 0.01% | −0.01 |
| TLT iShares 20+ Year Treasury BD | Reduce -32.7% | 0.02% | −0.01 |
| AXP American Express Co. | Reduce -3.0% | 0.05% | −0.01 |
| EIX Edison International | Reduce -69.9% | 0.00% | −0.01 |
| VTIP Vanguard Short-Term Tips | Reduce -5.2% | 0.10% | −0.01 |
| ACN Accenture PLC Class A | Reduce -1.5% | 0.04% | −0.01 |
| AMAT Applied Materials Inc. | Reduce -1.3% | 0.04% | −0.01 |
| EDR Endeavor Group Hold Class A | Sold out | 0.00% | −0.01 |
| PNC PNC Financial Services Group | Reduce -9.3% | 0.03% | −0.01 |
| D Dominion Energy Inc. | Reduce -14.9% | 0.04% | −0.01 |
| BEN Franklin Templeton Inc. | Sold out | 0.00% | −0.01 |
| SRE Sempra | Reduce -50.1% | 0.00% | −0.01 |
| CMG Chipotle Mexican Grill Inc. | Reduce -9.9% | 0.02% | −0.01 |
| GIS General Mills Inc. | Reduce -17.7% | 0.02% | −0.01 |
| LMT Lockheed Martin Corp. | Reduce -5.6% | 0.03% | −0.01 |
| DLR Digital Realty Trust Inc. | Reduce -4.8% | 0.02% | −0.01 |
| CFG Citizens Financial Group | Reduce -12.7% | 0.02% | −0.01 |
| INCY Incyte Corp. | Reduce -81.0% | 0.00% | −0.01 |
| TT Trane Technologies PLC | Reduce -4.5% | 0.03% | −0.01 |
| DELL Dell Technologies -C | Reduce -6.2% | 0.01% | −0.01 |
| HST Host Hotels & Resorts Inc. | Reduce -78.6% | 0.00% | −0.01 |
| HUBB Hubbell Inc. | Reduce -16.9% | 0.01% | −0.01 |
| SCHH Schwab US REIT ETF | Reduce -8.4% | 0.04% | −0.01 |
| FITB Fifth Third Bancorp | Reduce -2.3% | 0.03% | −0.01 |
| XYZ Block Inc. | Reduce -7.2% | 0.01% | −0.01 |
| HUM Humana Inc. | Reduce -35.8% | 0.01% | −0.01 |
| URI United Rentals Inc. | Reduce -13.3% | 0.01% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| SCHP Schwab U.S. Tips ETF | Add +26.9% | 2.04% | +0.36 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Add +17.7% | 2.84% | +0.26 |
| SHV iShares 0-1 Year Treasury Bo | Add +108.4% | 0.45% | +0.22 |
| CMF iShares California Muni Bond | Add +31.1% | 1.35% | +0.21 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +25.7% | 0.30% | +0.08 |
| VEA Vanguard Ftse Developed ETF | Add +3.0% | 8.24% | +0.05 |
| JNJ Johnson & Johnson | Add +58.6% | 0.11% | +0.05 |
| VIG Vanguard Dividend Apprec ETF | Add +10.8% | 3.96% | +0.03 |
| EXC Exelon Corp. | Add +364.6% | 0.04% | +0.03 |
| SGOV iShares 0-3 Month Treasury B | Add +75.8% | 0.07% | +0.03 |
| PM Philip Morris International | Add +24.0% | 0.08% | +0.03 |
| GLD SPDR Gold Shares | Add +34.3% | 0.08% | +0.03 |
| CVS CVS Health Corp. | Add +86.8% | 0.04% | +0.02 |
| CCI Crown Castle Inc. | Add +143.3% | 0.04% | +0.02 |
| V Visa Inc. Class A | Add +12.5% | 0.17% | +0.02 |
| SBAC SBA Communications Corp. | Add +664.8% | 0.02% | +0.02 |
| MOH Molina Healthcare Inc. | Add +168.2% | 0.03% | +0.02 |
| ES Eversource Energy | Add +109.5% | 0.04% | +0.02 |
| GILD Gilead Sciences Inc. | Add +28.4% | 0.06% | +0.02 |
| BMY Bristol-Myers Squibb Co. | Add +46.5% | 0.06% | +0.02 |
| XOM Exxon Mobil Corp. | Add +12.3% | 0.15% | +0.02 |
| ED Consolidated Edison Inc. | Add +52.6% | 0.04% | +0.02 |
| FLRN SS SPDR BB Ig Float RT ETF | Add +12.9% | 0.47% | +0.02 |
| AMT American Tower Corp. | Add +49.5% | 0.05% | +0.02 |
| CVX Chevron Corp. | Add +20.0% | 0.08% | +0.02 |
| GE General Electric | Add +14.0% | 0.08% | +0.02 |
| AEP American Electric Power | Add +117.6% | 0.03% | +0.02 |
| AMGN Amgen Inc. | Add +30.7% | 0.06% | +0.02 |
| T AT&T Inc. | Add +4.4% | 0.10% | +0.02 |
| MCK McKesson Corp. | Add +38.5% | 0.05% | +0.02 |
| ETHA iShares Ethereum Trust ETF | Add +345.4% | 0.03% | +0.01 |
| UBER Uber Technologies Inc. | Add +23.2% | 0.05% | +0.01 |
| VGLT Vanguard Long-Term Treasury | Add +41.5% | 0.06% | +0.01 |
| LNT Alliant Energy Corp. | Add +253.1% | 0.02% | +0.01 |
| IBM Intl Business Machines Corp. | Add +16.4% | 0.08% | +0.01 |
| EVRG Evergy Inc. | Add +95.9% | 0.03% | +0.01 |
| WBD Warner Bros Discovery Inc. | Add +209.7% | 0.02% | +0.01 |
| ABBV Abbvie Inc. | Add +7.9% | 0.09% | +0.01 |
| CE Celanese Corp. | Add +2578.9% | 0.01% | +0.01 |
| VRTX Vertex Pharmaceuticals Inc. | Add +14.4% | 0.06% | +0.01 |
| AWK American Water Works Co. Inc. | Add +254.1% | 0.02% | +0.01 |
| O Realty Income Corp. | Add +53.9% | 0.03% | +0.01 |
| ABT Abbott Laboratories | Add +16.6% | 0.06% | +0.01 |
| CSCO Cisco Systems Inc. | Add +28.8% | 0.06% | +0.01 |
| KO The Coca-Cola Co. | Add +12.9% | 0.07% | +0.01 |
| DUK Duke Energy Corp. | Add +29.0% | 0.04% | +0.01 |
| VT Vanguard Tot World STK ETF | Add +79.3% | 0.03% | +0.01 |
| LLY Eli Lilly & Co. | Add +6.3% | 0.25% | +0.01 |
| FE Firstenergy Corp. | Add +117.8% | 0.02% | +0.01 |
| HOOD Robinhood Markets Inc. Class A | Add +213.3% | 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 |