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CIK: 0001763921
Total reported value
$52.0B
$52.0B
934 檔
28.3%
As reported in its official Q1 2025 Form 13F filing, Wealthfront Advisers LLC's tracked investment portfolio stood at $52.0B with 934 total positions.
In Q1 2025, Wealthfront Advisers LLC displayed an active expansion posture, initiating 0 new positions and adding to 36 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 934 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 11.78% | +0.36% | +2.21% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 8.24% | -0.14% | +3.04% | |
| 3 | DGRO | Ishares Core Dividend Growth | ETF-Other | 8.24% | -0.10% | -2.61% | |
| 4 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 5.71% | +0.24% | +1.07% | |
| 5 | SCHF | Schwab Intl Equity ETF | ETF-Other | 5.56% | -0.10% | -2.44% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 5.52% | -0.11% | +1.89% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.96% | +0.06% | +10.76% | |
| 8 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 3.60% | +0.24% | +12.81% | |
| 9 | SCHB | Schwab US Broad Market ETF | ETF-Other | 3.38% | -0.04% | -2.98% | |
| 10 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 3.05% | -0.19% | -6.40% | |
| 11 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 2.84% | +0.04% | +17.72% | |
| 12 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.08% | -0.08% | +0.31% | |
| 13 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 2.04% | -0.20% | +26.93% | |
| 14 | MUB | Ishares National Muni Bond E | ETF-Other | 1.90% | -0.10% | -11.41% | |
| 15 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.45% | +0.13% | -8.80% | |
| 16 | CMF | Ishares California Muni Bond | ETF-Other | 1.35% | +0.04% | +31.12% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.20% | +0.02% | +4.72% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.05% | +0.04% | +6.18% | |
| 19 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.05% | -0.09% | -2.69% | |
| 20 | VB | Vanguard Small-cap ETF | ETF-Other | 0.87% | +0.02% | -8.43% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 0.86% | +0.05% | +6.57% | |
| 22 | MSFT | Microsoft CORP | Stock-Tech | 0.75% | -0.07% | +9.37% | |
| 23 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.71% | +0.04% | +8.56% | |
| 24 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.63% | -0.29% | -6.84% | |
| 25 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.58% | -0.01% | -16.82% | |
| 26 | VV | Vanguard Large-cap ETF | ETF-Other | 0.56% | +0.01% | +4.16% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.53% | +0.03% | +4.89% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.47% | -0.06% | +5.21% | |
| 29 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 0.47% | -0.06% | +12.93% | |
| 30 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.45% | -0.05% | +108.44% | |
| 31 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.40% | +0.02% | +4.01% | |
| 32 | VDE | Vanguard Energy ETF | ETF-Other | 0.32% | -0.08% | -7.02% | |
| 33 | XLE | Ss Energy Select Sector | ETF-Other | 0.31% | -0.08% | -0.01% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.30% | -0.03% | +25.67% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.30% | -0.02% | +13.87% | |
| 36 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.27% | +0.04% | +5.40% | |
| 37 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.27% | +0.07% | +7.98% | |
| 38 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.26% | -0.02% | +4.27% | |
| 39 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.25% | — | +23.12% | |
| 40 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.25% | -0.04% | -9.53% | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.25% | +0.04% | +6.32% | |
| 42 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.25% | — | -0.49% | |
| 43 | AVGO | Broadcom Inc | Stock-Tech | 0.24% | +0.05% | +10.59% | |
| 44 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.24% | +0.03% | +8.06% | |
| 45 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.23% | +0.01% | -1.51% | |
| 46 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 0.22% | -0.11% | +10.14% | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.21% | +0.04% | +6.08% | |
| 48 | GBIL | Goldman Sachs Access Treasur | ETF-Commodities | 0.21% | -0.06% | -42.92% | |
| 49 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.21% | -0.01% | +9.97% | |
| 50 | BND | Vanguard Total Bond Market | ETF-Other | 0.19% | -0.02% | +7.11% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DGRO | Ishares Core Dividend Growth | +5.1% | -2.61% | Trim |
| 2 | SCHP | Schwab U.s. Tips ETF | +0.4% | +26.93% | Add |
| 3 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.3% | +17.72% | Add |
| 4 | CMF | Ishares California Muni Bond | +0.2% | +31.12% | Add |
| 5 | SHV | Ishares 0-1 Year Treasury Bo | +0.2% | +108.44% | Add |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +25.67% | Add |
| 7 | VEA | Vanguard Ftse Developed ETF | +0.1% | +3.04% | Add |
| 8 | JNJ | Johnson & Johnson | 0% | +58.59% | Add |
| 9 | VIG | Vanguard Dividend Apprec ETF | 0% | +10.76% | Add |
| 10 | EXC | Exelon CORP | 0% | +364.61% | Add |
| 11 | CCI | Crown Castle Inc | 0% | +143.32% | Add |
| 12 | FLRN | Ss Spdr Bb Ig Float Rt ETF | 0% | +12.93% | Add |
| 13 | V | Visa Inc-class A Shares | 0% | +12.49% | Add |
| 14 | PM | Philip Morris International | 0% | +24.03% | Add |
| 15 | SGOV | Ishares 0-3 Month Treasury B | 0% | +75.75% | Add |
| 16 | GLD | Spdr Gold Shares | 0% | +34.31% | Add |
| 17 | XOM | Exxon Mobil CORP | 0% | +12.30% | Add |
| 18 | CVS | Cvs Health CORP | 0% | +86.84% | Add |
| 19 | GILD | Gilead Sciences Inc | 0% | +28.37% | Add |
| 20 | T | At&t Inc | 0% | +4.44% | Add |
| 21 | CVX | Chevron CORP | 0% | +20.00% | Add |
| 22 | LLY | Eli Lilly & Co | 0% | +6.32% | Add |
| 23 | JPM | Jpmorgan Chase & Co | 0% | +9.97% | Add |
| 24 | GE | General Electric | 0% | +14.01% | Add |
| 25 | XLE | Ss Energy Select Sector | — | -0.01% | Trim |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | +13.87% | Add |
| 27 | MRK | Merck & Co. Inc. | 0% | -34.18% | Trim |
| 28 | ETHE | Grayscale Ethereum Staking E | 0% | -6.48% | Trim |
| 29 | SHY | Ishares 1-3 Year Treasury Bo | -0.1% | -9.53% | Trim |
| 30 | GOOGL | Alphabet Inc-cl A | -0.1% | +7.98% | Add |
| 31 | GOOG | Alphabet Inc-cl C | -0.1% | +6.08% | Add |
| 32 | ITOT | Ishares Core S&p Total U.s. | -0.1% | +12.81% | Add |
| 33 | AVGO | Broadcom Inc | -0.1% | +10.59% | Add |
| 34 | TSLA | Tesla Inc | -0.1% | +23.12% | Add |
| 35 | VCIT | Vanguard Int-term Corporate | -0.1% | -6.84% | Trim |
| 36 | AMZN | Amazon.com Inc | -0.1% | +4.89% | Add |
| 37 | AAPL | Apple Inc | -0.1% | +6.57% | Add |
| 38 | VNQ | Vanguard Real Estate ETF | -0.1% | +0.31% | Add |
| 39 | EMB | Ishares Jp Morgan Usd Emergi | -0.2% | -16.82% | Trim |
| 40 | GBIL | Goldman Sachs Access Treasur | -0.2% | -42.92% | Trim |
| 41 | VWO | Vanguard Ftse Emerging Marke | -0.2% | +1.89% | Add |
| 42 | IEMG | Ishares Core Msci Emerging | -0.2% | +1.07% | Add |
| 43 | SCHF | Schwab Intl Equity ETF | -0.2% | -2.44% | Trim |
| 44 | VB | Vanguard Small-cap ETF | -0.3% | -8.43% | Trim |
| 45 | NVDA | Nvidia CORP | -0.3% | +4.72% | Add |
| 46 | VXF | Vanguard Extended Market ETF | -0.5% | -8.80% | Trim |
| 47 | MUB | Ishares National Muni Bond E | -0.5% | -11.41% | Trim |
| 48 | VTEB | Vanguard Tax-exempt Bond ETF | -0.5% | -6.40% | Trim |
| 49 | SCHB | Schwab US Broad Market ETF | -0.6% | -2.98% | Trim |
| 50 | VTI | Vanguard Total Stock Mkt ETF | -1.5% | +2.21% | Add |
According to official SEC Form 13F filings, Wealthfront Advisers LLC reported a total U.S. public equity portfolio value of $52.0B across 934 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, VEA, DGRO) accounted for 28.3% of total reported equity market value during Q1 2025.
Top Position Liquidated / Trimmed
SCHF
前期市值: $2.0B
During Q1 2025, Wealthfront Advisers LLC's top holdings by market value included VTI (11.8%)、VEA (8.2%)、DGRO (8.2%). The largest single position, VTI, represented 11.8% of total portfolio value.
In Q1 2025, Wealthfront Advisers LLC made 50 total portfolio adjustments, initiating 0 new buys, adding to 36 positions, trimming 14 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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