WA
Wealthfront Advisers LLC 13F Filing (Q2 2026) — Top Positions & Stock Picks
Wealthfront Advisers LLCCIK: 0001763921
Diversified strategyMomentum followerLong-term holder
Total reported value
$52.0B
Reporting period: 2026-06-30 · Number of holdings: 1119
Wealthfront Advisers LLC disclosed 1119 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $52.0B and a quarterly turnover rate of 16.2%.
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Personality snowflake
- Concentration
- 17.43
- Portfolio Stability
- 16.21
- Momentum
- 100
- Sector conviction
- 57.57
- Diversification
- 100
- Sizing Uniformity
- 30.86
Wealthfront Advisers LLC's disclosed holdings carry a Herfindahl concentration index of 0.044 — mathematically equivalent to about 23 equally-sized positions, well below its 1119 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 6.91), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 19% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd VTI
+1.8% $1.0B
Add MU
+11.6% $156.6M
Trim VCIT
-12.5% -$70.7M
Add IEMG
-0.2% $527.1M
Add ITOT
+4.3% $414.8M
Add AMD
+3.7% $127.8M
Holdings Map
New buyAddUnchangedTrim
Institutional Game-State Analysis
Core Intent
This quarter's activity at Wealthfront Advisers shows a modest bias toward adding core equity positions (VTI, ITOT, SCHF, VIG, VWO) alongside a smaller add to investment-grade credit (LQD). The only flagged trim — IEMG — paradoxically saw its portfolio weight rise from 6.23% to 6.47%, implying the share reduction was outpaced by price appreciation. With a turnover ratio near 16%, the overall posture is a quiet, incremental rebalance rather than a decisive rotation.
Macro & Fundamentals
The pattern of adding broad U.S. and developed-market equity ETFs while behaving ambiguously toward emerging markets (trimming IEMG, adding VWO) and nudging up LQD could line up with a defensive tilt toward higher-liquidity, lower-volatility core exposures. This appears consistent with a market environment where investors are cautious on EM-specific risks while still wanting broad beta — but this is an inference from weight changes only, and the data is too thin to confirm a causal sector call.
Blind Spots / Risks
The key blind spot here is that this portfolio's extreme diversification (1,119 holdings, HHI of 0.044) and near-zero active share — with a momentum score of 100 yet a turnover under 17% — mean most weight shifts are price-driven drift, not signal. In a sharp drawdown or liquidity squeeze, this structure offers no obvious ballast; the modest LQD allocation is the only quasi-defensive sleeve, and its 2.6% weight is too small to materially cushion a broad equity selloff. Treating any single ETF weight change as a tactical view would overstate the data.
Produced with AI assistance from this institution's Form 13F data on SEC EDGAR. Historical only; not a personalized investment recommendation — the original filing is linked below. View the original 2026-06-30 Form 13F filing on SEC.gov
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 1119 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 13.01% | +0.36% | +1.83% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 7.97% | -0.14% | +0.92% | |
| 3 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 6.47% | +0.24% | -0.16% | |
| 4 | SCHF | Schwab Intl Equity ETF | ETF-Other | 6.22% | -0.10% | +0.38% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 5.34% | -0.11% | +1.31% | |
| 6 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 4.73% | +0.24% | +4.27% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 4.31% | +0.06% | +5.28% | |
| 8 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.86% | -0.04% | -2.13% | |
| 9 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 2.61% | +0.04% | +15.84% | |
| 10 | DGRO | Ishares Core Dividend Growth | ETF-Other | 2.58% | -0.10% | +1.80% | |
| 11 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.54% | -0.19% | +4.69% | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.88% | -0.08% | +0.93% | |
| 13 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.80% | -0.20% | +3.06% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.69% | +0.02% | +0.85% | |
| 15 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.63% | +0.13% | +3.98% | |
| 16 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.17% | +0.04% | +2.58% | |
| 17 | VB | Vanguard Small-cap ETF | ETF-Other | 1.00% | +0.02% | +1.08% | |
| 18 | MUB | Ishares National Muni Bond E | ETF-Other | 0.94% | -0.10% | +2.46% | |
| 19 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.94% | -0.29% | -12.53% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 0.93% | +0.05% | +5.07% | |
| 21 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.86% | +0.04% | +3.85% | |
| 22 | PWZ | Invesco California Amt-free | ETF-Other | 0.82% | -0.09% | +0.42% | |
| 23 | CMF | Ishares California Muni Bond | ETF-Other | 0.81% | +0.04% | +17.37% | |
| 24 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.77% | -0.09% | -1.47% | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.60% | +0.07% | +3.31% | |
| 26 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.59% | +0.06% | +26.41% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.59% | +0.03% | +4.11% | |
| 28 | MSFT | Microsoft CORP | Stock-Tech | 0.57% | -0.07% | +0.76% | |
| 29 | VV | Vanguard Large-cap ETF | ETF-Other | 0.49% | +0.01% | -0.60% | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 0.48% | +0.05% | +3.04% | |
| 31 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.46% | +0.02% | +1.62% | |
| 32 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.45% | -0.05% | +4.18% | |
| 33 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.44% | +0.04% | +4.03% | |
| 34 | MU | Micron Technology Inc | Stock-Tech | 0.41% | +0.29% | +11.56% | |
| 35 | AMD | Advanced Micro Devices | Stock-Tech | 0.37% | +0.23% | +3.66% | |
| 36 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.36% | -0.06% | -0.02% | |
| 37 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.35% | -0.03% | +1.43% | |
| 38 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.34% | — | -0.81% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.33% | -0.02% | -4.71% | |
| 40 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 0.30% | -0.06% | -4.73% | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.28% | +0.04% | +4.13% | |
| 42 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.26% | +0.01% | +0.50% | |
| 43 | BND | Vanguard Total Bond Market | ETF-Other | 0.26% | -0.02% | +5.98% | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.26% | +0.03% | +1.54% | |
| 45 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.25% | — | +6.23% | |
| 46 | XLE | Ss Energy Select Sector | ETF-Other | 0.25% | -0.08% | -2.90% | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.23% | -0.01% | +0.86% | |
| 48 | VDE | Vanguard Energy ETF | ETF-Other | 0.23% | -0.08% | -1.29% | |
| 49 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.23% | +0.01% | +17.60% | |
| 50 | FLTR | Vaneck Ig Floating Rate ETF | ETF-Other | 0.22% | -0.04% | -0.19% |
1–50 of 200
Portfolio Performance
Performance for Q3 2026
+1.7%
Performance Last 4 Quarters
+19.5%
- Stdev
- +10.6%
- Beta
- +0.78
- Alpha
- +0.8%
- Max Drawdown
- -5.4%
- Annualized Perf
- +17.1%
- Batting Avg vs S&P
- +38.9%
- Sortino
- +3.11
- Stutzer
- +0.45
- Treynor
- +0.21
- Sterling
- +1.21
- Calmar
- +3.19
- Information Ratio
- -0.81
- Tracking Error
- +4.4%
- Stdev Down
- +5.3%
- Winning Months %
- +66.7%
- Losing Months %
- +33.3%
- Best 12 Months
- +28%
- Worst 12 Months
- +6.1%
- Efficiency Ratio
- +0.61
- Sharpe
- +1.55
- Stdev Sectors
- +9.6%
- Skewness
- -0.08
- Kurtosis
- -0.06
- Upside Potential
- +4.67
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q2 | 1119 | $52.0B | 16 | ||
| 2026 Q1 | 1076 | $45.6B | 10 | ||
| 2025 Q4 | 1052 | $44.7B | 8 | ||
| 2025 Q3 | 1007 | $42.6B | 29 | ||
| 2025 Q2 | 963 | $38.8B | 0 | ||
| 2025 Q1 | 934 | $37.3B | 15 | ||
| 2024 Q4 | 912 | $34.2B | 100 | ||
| 2024 Q3 | 909 | $32.5B | 0 | ||
| 2024 Q2 | 871 | $29.7B | 0 | ||
| 2024 Q1 | 866 | $28.6B | 0 | ||
| 2023 Q4 | 862 | $26.0B | 0 | ||
| 2023 Q3 | 827 | $23.2B | 0 | ||
| 2023 Q2 | 824 | $23.6B | 0 | ||
| 2023 Q1 | 805 | $22.0B | 0 | ||
| 2022 Q4 | 780 | $20.6B | 0 | ||
| 2022 Q3 | 759 | $18.8B | 0 | ||
| 2022 Q2 | 763 | $19.9B | 0 | ||
| 2022 Q1 | 772 | $22.8B | 0 | ||
| 2021 Q4 | 762 | $23.6B | 0 | ||
| 2021 Q3 | 689 | $21.6B | 0 | ||
| 2021 Q2 | 624 | $21.1B | 12 | ||
| 2021 Q1 | 552 | $18.7B | 13 | ||
| 2020 Q4 | 525 | $16.6B | 18 | ||
| 2020 Q3 | 504 | $14.0B | 10 | ||
| 2020 Q2 | 501 | $12.9B | 41 | ||
| 2020 Q1 | 433 | $11.0B | 29 | ||
| 2019 Q4 | 493 | $13.5B | 13 | ||
| 2019 Q3 | 469 | $11.9B | 8 | ||
| 2019 Q2 | 487 | $11.5B | 10 | ||
| 2019 Q1 | 480 | $10.8B | 20 | ||
| 2018 Q4 | 442 | $9.4B | — |
Holding changes this quarter
Wealthfront Advisers LLC's most significant position changes for 2026-06-30: Sold out: Honeywell International Inc (HON); New buy: ; New buy: ; New buy: ; Sold out: Coterra Energy Inc (CTRA).
Showing top 200 changes by size (of 1142 total)
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | +0.4% | +1.83% | Add |
| 2 | MU | Micron Technology Inc | +0.3% | +11.56% | Add |
| 3 | IEMG | Ishares Core Msci Emerging | +0.2% | -0.16% | Trim |
| 4 | ITOT | Ishares Core S&p Total U.s. | +0.2% | +4.27% | Add |
| 5 | AMD | Advanced Micro Devices | +0.2% | +3.66% | Add |
| 6 | VXF | Vanguard Extended Market ETF | +0.1% | +3.98% | Add |
| 7 | INTC | Intel CORP | +0.1% | +15.53% | Add |
| 8 | SNDK | Sandisk CORP | +0.1% | +30.81% | Add |
| 9 | AMAT | Applied Materials Inc | +0.1% | +3.17% | Add |
| 10 | GOOGL | Alphabet Inc-cl A | +0.1% | +3.31% | Add |
| 11 | LRCX | Lam Research CORP | +0.1% | +4.11% | Add |
| 12 | SMH | Vaneck Semiconductor ETF | +0.1% | +20.46% | Add |
| 13 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +5.28% | Add |
| 14 | VTIP | Vanguard Short-term Tips | +0.1% | +26.41% | Add |
| 15 | KLAC | Kla CORP | +0.1% | +956.72% | Add |
| 16 | STX | Seagate Technology Holdings plc | +0.1% | +1.99% | Add |
| 17 | AAPL | Apple Inc | +0.1% | +5.07% | Add |
| 18 | AVGO | Broadcom Inc | +0.1% | +3.04% | Add |
| 19 | MRVL | Marvell Technology Inc | +0.1% | +64.19% | Add |
| 20 | SOXX | Ishares Semiconductor ETF | +0.1% | +26.42% | Add |
| 21 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | 0% | +15.84% | Add |
| 22 | VOO | Vanguard S&p 500 ETF | 0% | +2.58% | Add |
| 23 | ESGU | Ishares Esg Aware Msci USA | 0% | +3.85% | Add |
| 24 | CMF | Ishares California Muni Bond | 0% | +17.37% | Add |
| 25 | GOOG | Alphabet Inc-cl C | 0% | +4.03% | Add |
| 26 | LLY | Eli Lilly & Co | 0% | +4.13% | Add |
| 27 | SHYG | Ishares 0-5 Yr Hy CORP Bond | 0% | +38.80% | Add |
| 28 | CAT | Caterpillar Inc | 0% | +2.30% | Add |
| 29 | AMZN | Amazon.com Inc | 0% | +4.11% | Add |
| 30 | QQQ | Invesco Qqq Trust Series 1 | 0% | +1.54% | Add |
| 31 | QQQM | Invesco Nasdaq 100 ETF | 0% | +13.21% | Add |
| 32 | UNH | Unitedhealth Group Inc | 0% | +20.13% | Add |
| 33 | PANW | Palo Alto Networks Inc | 0% | +32.73% | Add |
| 34 | CSCO | Cisco Systems Inc | 0% | +6.06% | Add |
| 35 | WDC | Western Digital CORP | 0% | +13.84% | Add |
| 36 | DELL | Dell Technologies -c | 0% | +6.65% | Add |
| 37 | PGR | Progressive CORP | 0% | +79.13% | Add |
| 38 | TXN | Texas Instruments Inc | 0% | +14.26% | Add |
| 39 | CRWD | Crowdstrike Holdings Inc - A | 0% | +18.18% | Add |
| 40 | NVDA | Nvidia CORP | 0% | +0.85% | Add |
| 41 | VB | Vanguard Small-cap ETF | 0% | +1.08% | Add |
| 42 | ESGV | Vanguard Esg US Stock ETF | 0% | +1.62% | Add |
| 43 | SUSC | Ishares Esg Aware Usd Corpor | 0% | +23.41% | Add |
| 44 | VXUS | Vanguard Total Intl Stock | 0% | +19.16% | Add |
| 45 | GLW | Corning Inc | 0% | +14.76% | Add |
| 46 | CB | Chubb Limited | 0% | +63.30% | Add |
| 47 | ✓ | 0% | NEW | New buy | |
| 48 | MKC | Mccormick & Co-non Vtg Shrs | 0% | +2407.55% | Add |
| 49 | VGT | Vanguard Info Tech ETF | 0% | +746.39% | Add |
| 50 | ✓ | 0% | NEW | New buy |
1–50 of 200
Filing History
FAQ
What is Wealthfront Advisers LLC and what type of investor is it?
Wealthfront Advisers LLC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $52.0B, spread across 1119 disclosed positions.
What are Wealthfront Advisers LLC's largest equity positions?
Based on the latest 13F filing, Wealthfront Advisers LLC's top holdings by market value are:
1. Vanguard Total Stock Mkt ETF (VTI) — $6.8B (13.0%)
2. Vanguard Ftse Developed ETF (VEA) — $4.1B (8.0%)
3. Ishares Core Msci Emerging (IEMG) — $3.4B (6.5%)
4. Schwab Intl Equity ETF (SCHF) — $3.2B (6.2%)
5. Vanguard Ftse Emerging Marke (VWO) — $2.8B (5.3%)
What changes did Wealthfront Advisers LLC make in its most recent portfolio filing?
In the latest reported quarter, Wealthfront Advisers LLC made 200 notable position adjustments: 4 new positions were initiated, 134 existing holdings were added to, 59 positions were partially reduced, and 3 were completely exited. The largest of these moves: Sold out: Honeywell International Inc (HON); New buy: ; New buy: ; New buy: ; Sold out: Coterra Energy Inc (CTRA)
What sectors does Wealthfront Advisers LLC focus on?
Wealthfront Advisers LLC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 37.8%
• Financials: 11.3%
• Communication Services: 9.5%
• Consumer Discretionary: 8.9%
• Industrials: 8.6%
• Health Care: 7.8%
Investment Profile
Wealthfront Advisers LLC returned an annualized 17.1% over the trailing 36 months — outperforming the S&P 500 by 0.8 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.78 (less volatile than the market) and a 39% quarterly batting average against the index.
Its portfolio is broadly diversified and long-term-holding, with 37.8% of the portfolio concentrated in Information Technology.
Its turnover score has risen from 0 to 16 over the past 4 quarters — a shift toward more active trading.
It has added to its IEMG position over the past two quarters (+$750.4M, now $3.4B), while trimming GBIL over the same stretch (-$61.2M, still holding $70.7M).
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Developer Access
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