Wealthfront Advisers

Palo Alto, CAfiles as Wealthfront Advisers LLC

$52.0bn in 1,119 US stocks at the end of 30 June 2026. The top 10 are 56.1% of the money. It changed about 4.2% of the portfolio this quarter.

Value

$52.0bn

Stocks

1,119

Top 10 share

56.1%

Turnover

4.2%

What changed this quarter

New

Bought for the first time this quarter.

Honeywell AerospaceHONA
<0.1% of the fund
Space Exploration TechnologiesSPCX
<0.1% of the fund
Honeywell InternationalHON
<0.1% of the fund
CarnivalCCL
<0.1% of the fund
FedEx Freight Holding CompanyFDXF
<0.1% of the fund
Venture GlobalVG
<0.1% of the fund
DuPont de NemoursDD
<0.1% of the fund
Carpenter TechnologyCRS
<0.1% of the fund
FlexFLEX
<0.1% of the fund
Caseys General StoresCASY
<0.1% of the fund
EnerSysENS
<0.1% of the fund
IES HoldingsIESC
<0.1% of the fund
KlaviyoKVYO
<0.1% of the fund
SezzleSEZL
<0.1% of the fund
Ishares TRPFF
<0.1% of the fund
Intuitive MachinesLUNR
<0.1% of the fund
nVent ElectricNVT
<0.1% of the fund
Spdr Series TrustSHM
<0.1% of the fund
Blue BirdBLBD
<0.1% of the fund
AGNC InvestmentAGNC
<0.1% of the fund
Revolution MedicinesRVMD
<0.1% of the fund
AmcorAMCR
<0.1% of the fund
RubrikRBRK
<0.1% of the fund
AbsciABSI
<0.1% of the fund
Ishares TRIJR
<0.1% of the fund

Added

Bought more of a stock they already held.

Ishares TRITOT
4.7% of the fund
+4%
Vanguard Specialized FundsVIG
4.3% of the fund
+5%
Ishares TRLQD
2.6% of the fund
+16%
Vanguard MUN BD FDSVTEB
2.5% of the fund
+5%
Schwab Strategic TRSCHP
1.8% of the fund
+3%
Vanguard Index FDSVXF
1.6% of the fund
+4%
Vanguard Index FDSVOO
1.2% of the fund
+3%
Ishares TRMUB
0.9% of the fund
+2%
AppleAAPL
0.9% of the fund
+5%
Ishares TRESGU
0.9% of the fund
+4%
Ishares TRCMF
0.8% of the fund
+17%
AlphabetGOOGL
0.6% of the fund
+3%
Vanguard Malvern FDSVTIP
0.6% of the fund
+26%
Amazon.comAMZN
0.6% of the fund
+4%
BroadcomAVGO
0.5% of the fund
+3%
Ishares TRSHV
0.5% of the fund
+4%
AlphabetGOOG
0.4% of the fund
+4%
Micron TechnologyMU
0.4% of the fund
+12%
Advanced Micro DevicesAMD
0.4% of the fund
+4%
Eli LillyLLY
0.3% of the fund
+4%
Vanguard BD Index FDSBND
0.3% of the fund
+6%
Ishares TRESGD
0.3% of the fund
+6%
Ishares TRSGOV
0.2% of the fund
+18%
Ishares TRSHYG
0.2% of the fund
+39%
Ishares TRSUSC
0.2% of the fund
+23%

Cut

Sold some of their stake.

Schwab Strategic TRSCHB
2.9% of the fund
-2%
Vanguard Scottsdale FDSVCIT
0.9% of the fund
-13%
State STR Spdr S&P 500 ETF TSPY
0.3% of the fund
-5%
Spdr Series TrustFLRN
0.3% of the fund
-5%
Select Sector Spdr TRXLE
0.2% of the fund
-3%
Spdr Series TrustSJNK
0.2% of the fund
-29%
Johnson & JohnsonJNJ
0.2% of the fund
-2%
Ishares TRSHY
0.1% of the fund
-10%
Goldman Sachs ETF TRGBIL
0.1% of the fund
-23%
WalmartWMT
0.1% of the fund
-3%
Palantir TechnologiesPLTR
0.1% of the fund
-5%
Costco WholesaleCOST
0.1% of the fund
-5%
NetflixNFLX
0.1% of the fund
-4%
DBX ETF TRHYLB
<0.1% of the fund
-18%
Home DepotHD
<0.1% of the fund
-3%
Spdr Gold TRGLD
<0.1% of the fund
-11%
Vanguard BD Index FDSBIV
<0.1% of the fund
-3%
AmgenAMGN
<0.1% of the fund
-7%
Gilead SciencesGILD
<0.1% of the fund
-2%
Vanguard World FDMGK
<0.1% of the fund
-2%
AmphenolAPH
<0.1% of the fund
-6%
TJX CompaniesTJX
<0.1% of the fund
-7%
PepsiCoPEP
<0.1% of the fund
-21%
AT&TT
<0.1% of the fund
-13%
Verizon CommunicationsVZ
<0.1% of the fund
-3%

Sold out

Sold their entire stake.

Honeywell InternationalHON
-100%
Coterra EnergyCTRA
-100%
Hologic
-100%
Carnival
-100%
DuPont de NemoursDD
-100%
ChemoursCC
-100%
MedlineMDLN
-100%
TransUnionTRU
-100%
Thomson Reuters
-100%
Flutter EntertainmentFLUT
-100%
ChewyCHWY
-100%
Ishares TRIAK
-100%
Range ResourcesRRC
-100%
Ishares TRSDG
-100%
Spdr Index SHS FDSNANR
-100%
Ishares TRWOOD
-100%
Dimensional ETF TrustDFAS
-100%
Spdr Series TrustTFI
-100%
Unusual MachinesUMAC
-100%
Hercules CapitalHTGC
-100%
Beyond Meat
-100%
Jetblue AirwaysJBLU
-100%
Clover Health InvestmentsCLOV
-100%

Holdings

Vanguard Index FDSVTI
Share
13.0%
Value
$6.8bn
Shares
18,297,773
Held
Vanguard Tax-Managed FDSVEA
Share
8.0%
Value
$4.1bn
Shares
58,220,511
Held
IsharesIEMG
Share
6.5%
Value
$3.4bn
Shares
40,620,373
Held
Schwab Strategic TRSCHF
Share
6.2%
Value
$3.2bn
Shares
116,784,490
Held
Vanguard Intl Equity Index FVWO
Share
5.3%
Value
$2.8bn
Shares
46,521,161
Held
Ishares TRITOT
Share
4.7%
Value
$2.5bn
Shares
14,987,349
+4%
Vanguard Specialized FundsVIG
Share
4.3%
Value
$2.2bn
Shares
9,471,819
+5%
Schwab Strategic TRSCHB
Share
2.9%
Value
$1.5bn
Shares
51,435,009
-2%
Ishares TRLQD
Share
2.6%
Value
$1.4bn
Shares
12,435,413
+16%
Ishares TRDGRO
Share
2.6%
Value
$1.3bn
Shares
17,739,616
Held
Vanguard MUN BD FDSVTEB
Share
2.5%
Value
$1.3bn
Shares
26,083,419
+5%
Vanguard Index FDSVNQ
Share
1.9%
Value
$980m
Shares
10,163,867
Held
Schwab Strategic TRSCHP
Share
1.8%
Value
$935m
Shares
35,292,799
+3%
NvidiaNVDA
Share
1.7%
Value
$881m
Shares
4,400,817
Held
Vanguard Index FDSVXF
Share
1.6%
Value
$849m
Shares
3,450,306
+4%
Vanguard Index FDSVOO
Share
1.2%
Value
$607m
Shares
883,355
+3%
Vanguard Index FDSVB
Share
1.0%
Value
$520m
Shares
1,715,012
Held
Ishares TRMUB
Share
0.9%
Value
$490m
Shares
4,552,278
+2%
Vanguard Scottsdale FDSVCIT
Share
0.9%
Value
$489m
Shares
5,914,540
-13%
AppleAAPL
Share
0.9%
Value
$482m
Shares
1,667,085
+5%
Ishares TRESGU
Share
0.9%
Value
$450m
Shares
2,748,033
+4%
Invesco Exch Traded FD TR IIPWZ
Share
0.8%
Value
$429m
Shares
17,483,077
Held
Ishares TRCMF
Share
0.8%
Value
$419m
Shares
7,276,324
+17%
Schwab Strategic TRSCHD
Share
0.8%
Value
$400m
Shares
12,619,208
Held
AlphabetGOOGL
Share
0.6%
Value
$313m
Shares
874,716
+3%
Vanguard Malvern FDSVTIP
Share
0.6%
Value
$308m
Shares
6,137,312
+26%
Amazon.comAMZN
Share
0.6%
Value
$305m
Shares
1,281,390
+4%
MicrosoftMSFT
Share
0.6%
Value
$295m
Shares
790,104
Held
Vanguard Index FDSVV
Share
0.5%
Value
$252m
Shares
734,110
Held
BroadcomAVGO
Share
0.5%
Value
$247m
Shares
654,462
+3%
Vanguard World FDESGV
Share
0.5%
Value
$241m
Shares
1,819,118
Held
Ishares TRSHV
Share
0.5%
Value
$235m
Shares
2,133,613
+4%
AlphabetGOOG
Share
0.4%
Value
$231m
Shares
655,174
+4%
Micron TechnologyMU
Share
0.4%
Value
$212m
Shares
183,867
+12%
Advanced Micro DevicesAMD
Share
0.4%
Value
$193m
Shares
332,359
+4%
Meta PlatformsMETA
Share
0.4%
Value
$190m
Shares
336,521
Held
Vanguard Whitehall FDSVWOB
Share
0.3%
Value
$181m
Shares
2,686,305
Held
TeslaTSLA
Share
0.3%
Value
$176m
Shares
419,025
Held
State STR Spdr S&P 500 ETF TSPY
Share
0.3%
Value
$174m
Shares
232,989
-5%
Spdr Series TrustFLRN
Share
0.3%
Value
$156m
Shares
5,067,526
-5%
Eli LillyLLY
Share
0.3%
Value
$147m
Shares
122,313
+4%
IsharesESGE
Share
0.3%
Value
$138m
Shares
2,516,931
Held
Vanguard BD Index FDSBND
Share
0.3%
Value
$135m
Shares
1,837,435
+6%
Invesco QQQ TRQQQ
Share
0.3%
Value
$135m
Shares
183,041
Held
Ishares TRESGD
Share
0.3%
Value
$132m
Shares
1,283,855
+6%
Select Sector Spdr TRXLE
Share
0.2%
Value
$128m
Shares
2,411,472
-3%
JPMorgan ChaseJPM
Share
0.2%
Value
$122m
Shares
372,908
Held
Vanguard World FDVDE
Share
0.2%
Value
$120m
Shares
797,265
Held
Ishares TRSGOV
Share
0.2%
Value
$118m
Shares
1,167,189
+18%
Vaneck ETF TrustFLTR
Share
0.2%
Value
$117m
Shares
4,554,828
Held
Ishares TRSHYG
Share
0.2%
Value
$114m
Shares
2,681,442
+39%
Berkshire HathawayBRK-B
Share
0.2%
Value
$106m
Shares
212,601
Held
Ishares TRSUSC
Share
0.2%
Value
$104m
Shares
4,479,955
+23%
Applied MaterialsAMAT
Share
0.2%
Value
$97m
Shares
134,717
+3%
Spdr Series TrustSJNK
Share
0.2%
Value
$95m
Shares
3,809,219
-29%
IntelINTC
Share
0.2%
Value
$95m
Shares
681,668
+16%
Invesco Exch Traded FD TR IIQQQM
Share
0.2%
Value
$89m
Shares
293,890
+13%
Johnson & JohnsonJNJ
Share
0.2%
Value
$86m
Shares
337,182
-2%
Lam ResearchLRCX
Share
0.2%
Value
$84m
Shares
193,835
+4%
CaterpillarCAT
Share
0.2%
Value
$81m
Shares
76,480
+2%
Vaneck ETF TrustSMH
Share
0.1%
Value
$78m
Shares
118,496
+20%
Ishares TRSHY
Share
0.1%
Value
$75m
Shares
910,823
-10%
Fidelity Comwlth TRONEQ
Share
0.1%
Value
$73m
Shares
711,227
+3%
ExxonMobil HoldingsXOM
Share
0.1%
Value
$72m
Shares
529,339
+6%
Schwab Strategic TRSCHO
Share
0.1%
Value
$72m
Shares
2,980,324
Held
Goldman Sachs ETF TRGBIL
Share
0.1%
Value
$71m
Shares
705,962
-23%
WalmartWMT
Share
0.1%
Value
$70m
Shares
620,690
-3%
VisaV
Share
0.1%
Value
$68m
Shares
199,654
+2%
Nushares ETF TRNUDM
Share
0.1%
Value
$66m
Shares
1,646,694
Held
SandiskSNDK
Share
0.1%
Value
$66m
Shares
28,870
+31%
Palantir TechnologiesPLTR
Share
0.1%
Value
$62m
Shares
534,909
-5%
Vanguard Star FDSVXUS
Share
0.1%
Value
$62m
Shares
725,063
+19%
KLAKLAC
Share
0.1%
Value
$61m
Shares
202,045
+6%
General ElectricGE
Share
0.1%
Value
$59m
Shares
157,751
Held
Costco WholesaleCOST
Share
0.1%
Value
$59m
Shares
62,782
-5%
Ishares Bitcoin Trust ETFIBIT
Share
0.1%
Value
$59m
Shares
1,760,650
+21%
Bank of AmericaBAC
Share
0.1%
Value
$57m
Shares
995,089
+7%
Cisco SystemsCSCO
Share
0.1%
Value
$56m
Shares
479,918
+6%
MastercardMA
Share
0.1%
Value
$55m
Shares
107,159
Held
Vanguard Index FDSVUG
Share
0.1%
Value
$55m
Shares
637,823
+4%
NetflixNFLX
Share
0.1%
Value
$55m
Shares
769,128
-4%
Goldman Sachs GroupGS
Share
0.1%
Value
$54m
Shares
53,116
Held
Ishares TRIWB
Share
0.1%
Value
$53m
Shares
128,979
Held
Seagate Technology HoldingsSTX
Share
<0.1%
Value
$52m
Shares
53,393
Held
Ishares TRUSHY
Share
<0.1%
Value
$50m
Shares
1,354,616
+14%
UnitedHealth GroupUNH
Share
<0.1%
Value
$49m
Shares
118,689
+20%
AbbVieABBV
Share
<0.1%
Value
$48m
Shares
190,484
+4%
GE VernovaGEV
Share
<0.1%
Value
$48m
Shares
40,606
+3%
DBX ETF TRHYLB
Share
<0.1%
Value
$46m
Shares
1,258,046
-18%
Select Sector Spdr TRXLK
Share
<0.1%
Value
$42m
Shares
222,792
Held
Home DepotHD
Share
<0.1%
Value
$42m
Shares
119,059
-3%
Abrdn Precious Metals BasketGLTR
Share
<0.1%
Value
$42m
Shares
229,307
+23%
Spdr Gold TRGLD
Share
<0.1%
Value
$41m
Shares
112,615
-11%
ChevronCVX
Share
<0.1%
Value
$41m
Shares
247,455
+3%
MerckMRK
Share
<0.1%
Value
$41m
Shares
317,659
+2%
Coca-ColaKO
Share
<0.1%
Value
$41m
Shares
501,901
+8%
Procter & GamblePG
Share
<0.1%
Value
$39m
Shares
267,186
+7%
Ishares TRSOXX
Share
<0.1%
Value
$39m
Shares
61,114
+26%
Morgan StanleyMS
Share
<0.1%
Value
$39m
Shares
184,586
+4%
Philip Morris InternationalPM
Share
<0.1%
Value
$38m
Shares
210,718
+5%

Company	Share of fund	Value	Shares	Change
Vanguard Index FDSVTI	13.0%	$6.8bn	18,297,773	Held
Vanguard Tax-Managed FDSVEA	8.0%	$4.1bn	58,220,511	Held
IsharesIEMG	6.5%	$3.4bn	40,620,373	Held
Schwab Strategic TRSCHF	6.2%	$3.2bn	116,784,490	Held
Vanguard Intl Equity Index FVWO	5.3%	$2.8bn	46,521,161	Held
Ishares TRITOT	4.7%	$2.5bn	14,987,349	+4%
Vanguard Specialized FundsVIG	4.3%	$2.2bn	9,471,819	+5%
Schwab Strategic TRSCHB	2.9%	$1.5bn	51,435,009	-2%
Ishares TRLQD	2.6%	$1.4bn	12,435,413	+16%
Ishares TRDGRO	2.6%	$1.3bn	17,739,616	Held
Vanguard MUN BD FDSVTEB	2.5%	$1.3bn	26,083,419	+5%
Vanguard Index FDSVNQ	1.9%	$980m	10,163,867	Held
Schwab Strategic TRSCHP	1.8%	$935m	35,292,799	+3%
NvidiaNVDA	1.7%	$881m	4,400,817	Held
Vanguard Index FDSVXF	1.6%	$849m	3,450,306	+4%
Vanguard Index FDSVOO	1.2%	$607m	883,355	+3%
Vanguard Index FDSVB	1.0%	$520m	1,715,012	Held
Ishares TRMUB	0.9%	$490m	4,552,278	+2%
Vanguard Scottsdale FDSVCIT	0.9%	$489m	5,914,540	-13%
AppleAAPL	0.9%	$482m	1,667,085	+5%
Ishares TRESGU	0.9%	$450m	2,748,033	+4%
Invesco Exch Traded FD TR IIPWZ	0.8%	$429m	17,483,077	Held
Ishares TRCMF	0.8%	$419m	7,276,324	+17%
Schwab Strategic TRSCHD	0.8%	$400m	12,619,208	Held
AlphabetGOOGL	0.6%	$313m	874,716	+3%
Vanguard Malvern FDSVTIP	0.6%	$308m	6,137,312	+26%
Amazon.comAMZN	0.6%	$305m	1,281,390	+4%
MicrosoftMSFT	0.6%	$295m	790,104	Held
Vanguard Index FDSVV	0.5%	$252m	734,110	Held
BroadcomAVGO	0.5%	$247m	654,462	+3%
Vanguard World FDESGV	0.5%	$241m	1,819,118	Held
Ishares TRSHV	0.5%	$235m	2,133,613	+4%
AlphabetGOOG	0.4%	$231m	655,174	+4%
Micron TechnologyMU	0.4%	$212m	183,867	+12%
Advanced Micro DevicesAMD	0.4%	$193m	332,359	+4%
Meta PlatformsMETA	0.4%	$190m	336,521	Held
Vanguard Whitehall FDSVWOB	0.3%	$181m	2,686,305	Held
TeslaTSLA	0.3%	$176m	419,025	Held
State STR Spdr S&P 500 ETF TSPY	0.3%	$174m	232,989	-5%
Spdr Series TrustFLRN	0.3%	$156m	5,067,526	-5%
Eli LillyLLY	0.3%	$147m	122,313	+4%
IsharesESGE	0.3%	$138m	2,516,931	Held
Vanguard BD Index FDSBND	0.3%	$135m	1,837,435	+6%
Invesco QQQ TRQQQ	0.3%	$135m	183,041	Held
Ishares TRESGD	0.3%	$132m	1,283,855	+6%
Select Sector Spdr TRXLE	0.2%	$128m	2,411,472	-3%
JPMorgan ChaseJPM	0.2%	$122m	372,908	Held
Vanguard World FDVDE	0.2%	$120m	797,265	Held
Ishares TRSGOV	0.2%	$118m	1,167,189	+18%
Vaneck ETF TrustFLTR	0.2%	$117m	4,554,828	Held
Ishares TRSHYG	0.2%	$114m	2,681,442	+39%
Berkshire HathawayBRK-B	0.2%	$106m	212,601	Held
Ishares TRSUSC	0.2%	$104m	4,479,955	+23%
Applied MaterialsAMAT	0.2%	$97m	134,717	+3%
Spdr Series TrustSJNK	0.2%	$95m	3,809,219	-29%
IntelINTC	0.2%	$95m	681,668	+16%
Invesco Exch Traded FD TR IIQQQM	0.2%	$89m	293,890	+13%
Johnson & JohnsonJNJ	0.2%	$86m	337,182	-2%
Lam ResearchLRCX	0.2%	$84m	193,835	+4%
CaterpillarCAT	0.2%	$81m	76,480	+2%
Vaneck ETF TrustSMH	0.1%	$78m	118,496	+20%
Ishares TRSHY	0.1%	$75m	910,823	-10%
Fidelity Comwlth TRONEQ	0.1%	$73m	711,227	+3%
ExxonMobil HoldingsXOM	0.1%	$72m	529,339	+6%
Schwab Strategic TRSCHO	0.1%	$72m	2,980,324	Held
Goldman Sachs ETF TRGBIL	0.1%	$71m	705,962	-23%
WalmartWMT	0.1%	$70m	620,690	-3%
VisaV	0.1%	$68m	199,654	+2%
Nushares ETF TRNUDM	0.1%	$66m	1,646,694	Held
SandiskSNDK	0.1%	$66m	28,870	+31%
Palantir TechnologiesPLTR	0.1%	$62m	534,909	-5%
Vanguard Star FDSVXUS	0.1%	$62m	725,063	+19%
KLAKLAC	0.1%	$61m	202,045	+6%
General ElectricGE	0.1%	$59m	157,751	Held
Costco WholesaleCOST	0.1%	$59m	62,782	-5%
Ishares Bitcoin Trust ETFIBIT	0.1%	$59m	1,760,650	+21%
Bank of AmericaBAC	0.1%	$57m	995,089	+7%
Cisco SystemsCSCO	0.1%	$56m	479,918	+6%
MastercardMA	0.1%	$55m	107,159	Held
Vanguard Index FDSVUG	0.1%	$55m	637,823	+4%
NetflixNFLX	0.1%	$55m	769,128	-4%
Goldman Sachs GroupGS	0.1%	$54m	53,116	Held
Ishares TRIWB	0.1%	$53m	128,979	Held
Seagate Technology HoldingsSTX	<0.1%	$52m	53,393	Held
Ishares TRUSHY	<0.1%	$50m	1,354,616	+14%
UnitedHealth GroupUNH	<0.1%	$49m	118,689	+20%
AbbVieABBV	<0.1%	$48m	190,484	+4%
GE VernovaGEV	<0.1%	$48m	40,606	+3%
DBX ETF TRHYLB	<0.1%	$46m	1,258,046	-18%
Select Sector Spdr TRXLK	<0.1%	$42m	222,792	Held
Home DepotHD	<0.1%	$42m	119,059	-3%
Abrdn Precious Metals BasketGLTR	<0.1%	$42m	229,307	+23%
Spdr Gold TRGLD	<0.1%	$41m	112,615	-11%
ChevronCVX	<0.1%	$41m	247,455	+3%
MerckMRK	<0.1%	$41m	317,659	+2%
Coca-ColaKO	<0.1%	$41m	501,901	+8%
Procter & GamblePG	<0.1%	$39m	267,186	+7%
Ishares TRSOXX	<0.1%	$39m	61,114	+26%
Morgan StanleyMS	<0.1%	$39m	184,586	+4%
Philip Morris InternationalPM	<0.1%	$38m	210,718	+5%

Showing the largest 100 of 1,119.

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 34.0% since 30 June 2025.

Where the money is

Technology7.0%

Financial services2.3%

Media & telecom1.8%

Industrials1.7%

Retail & consumer1.6%

Health care1.4%

Everyday goods1.0%

Energy0.7%

Utilities0.7%

Real estate0.4%

Materials0.3%

Other80.9%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.