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CIK: 0001763921
Total reported value
$52.0B
$52.0B
963 檔
29.6%
During the Q2 2025 filing period, Wealthfront Advisers LLC (CIK: 0001763921) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $52.0B across 963 reported positions.
In Q2 2025, Wealthfront Advisers LLC displayed an active expansion posture, initiating 0 new positions and adding to 31 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 963 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 13.46% | +0.36% | +7.66% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 8.30% | -0.14% | -6.32% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-Other | 6.24% | -0.10% | +4.70% | |
| 4 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 5.93% | +0.24% | -2.59% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 5.79% | -0.11% | +0.13% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 4.79% | +0.06% | +19.55% | |
| 7 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 3.67% | +0.24% | -3.96% | |
| 8 | SCHB | Schwab US Broad Market ETF | ETF-Other | 3.46% | -0.04% | -3.54% | |
| 9 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.64% | -0.19% | -8.74% | |
| 10 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 2.61% | +0.04% | -4.98% | |
| 11 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 2.20% | -0.20% | +13.29% | |
| 12 | DGRO | Ishares Core Dividend Growth | ETF-Other | 2.19% | -0.10% | -21.24% | |
| 13 | VNQ | Vanguard Real Estate ETF | ETF-Other | 2.01% | -0.08% | +2.53% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.69% | +0.02% | +0.86% | |
| 15 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.63% | +0.13% | +4.44% | |
| 16 | MUB | Ishares National Muni Bond E | ETF-Other | 1.45% | -0.10% | -19.61% | |
| 17 | CMF | Ishares California Muni Bond | ETF-Other | 1.24% | +0.04% | -3.39% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.12% | +0.04% | +0.02% | |
| 19 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.04% | -0.29% | +69.37% | |
| 20 | MSFT | Microsoft CORP | Stock-Tech | 1.03% | -0.07% | +8.11% | |
| 21 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.92% | -0.09% | -3.38% | |
| 22 | VB | Vanguard Small-cap ETF | ETF-Other | 0.90% | +0.02% | +0.89% | |
| 23 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.82% | +0.04% | +7.76% | |
| 24 | AAPL | Apple Inc | Stock-Tech | 0.73% | +0.05% | -4.45% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.62% | +0.03% | +6.89% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.60% | -0.06% | +2.40% | |
| 27 | VV | Vanguard Large-cap ETF | ETF-Other | 0.58% | +0.01% | -3.86% | |
| 28 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.54% | -0.01% | -4.74% | |
| 29 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.51% | -0.05% | +16.20% | |
| 30 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.43% | +0.02% | +1.27% | |
| 31 | AVGO | Broadcom Inc | Stock-Tech | 0.40% | +0.05% | +6.52% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.36% | -0.02% | +13.56% | |
| 33 | FLTR | Vaneck Ig Floating Rate ETF | ETF-Other | 0.34% | -0.04% | +181.99% | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.32% | +0.07% | +9.37% | |
| 35 | PWZ | Invesco California Amt-free | ETF-Other | 0.31% | -0.09% | +3414.50% | |
| 36 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.31% | — | +5.51% | |
| 37 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.29% | +0.03% | +11.05% | |
| 38 | BND | Vanguard Total Bond Market | ETF-Other | 0.29% | -0.02% | +55.37% | |
| 39 | VDE | Vanguard Energy ETF | ETF-Other | 0.27% | -0.08% | -2.80% | |
| 40 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 0.27% | -0.06% | -40.93% | |
| 41 | XLE | Ss Energy Select Sector | ETF-Other | 0.27% | -0.08% | -1.62% | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.26% | -0.01% | +10.53% | |
| 43 | NFLX | Netflix Inc | Stock-Comm Services | 0.26% | -0.06% | +3.19% | |
| 44 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 0.26% | +0.04% | -1.79% | |
| 45 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.26% | — | -0.01% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.25% | -0.03% | -6.62% | |
| 47 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.25% | +0.04% | +5.77% | |
| 48 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.24% | +0.01% | -2.99% | |
| 49 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 0.23% | -0.11% | +6.49% | |
| 50 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.23% | -0.02% | -8.46% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | +1.7% | +7.66% | Add |
| 2 | VIG | Vanguard Dividend Apprec ETF | +0.8% | +19.55% | Add |
| 3 | SCHF | Schwab Intl Equity ETF | +0.7% | +4.70% | Add |
| 4 | NVDA | Nvidia CORP | +0.5% | +0.86% | Add |
| 5 | VCIT | Vanguard Int-term Corporate | +0.4% | +69.37% | Add |
| 6 | PWZ | Invesco California Amt-free | +0.3% | +3414.50% | Add |
| 7 | MSFT | Microsoft CORP | +0.3% | +8.11% | Add |
| 8 | VWO | Vanguard Ftse Emerging Marke | +0.3% | +0.13% | Add |
| 9 | IEMG | Ishares Core Msci Emerging | +0.2% | -2.59% | Trim |
| 10 | FLTR | Vaneck Ig Floating Rate ETF | +0.2% | +181.99% | Add |
| 11 | VXF | Vanguard Extended Market ETF | +0.2% | +4.44% | Add |
| 12 | SCHP | Schwab U.s. Tips ETF | +0.2% | +13.29% | Add |
| 13 | AVGO | Broadcom Inc | +0.2% | +6.52% | Add |
| 14 | META | Meta Platforms Inc-class A | +0.1% | +2.40% | Add |
| 15 | ESGU | Ishares Esg Aware Msci USA | +0.1% | +7.76% | Add |
| 16 | BND | Vanguard Total Bond Market | +0.1% | +55.37% | Add |
| 17 | AMZN | Amazon.com Inc | +0.1% | +6.89% | Add |
| 18 | SCHB | Schwab US Broad Market ETF | +0.1% | -3.54% | Trim |
| 19 | NFLX | Netflix Inc | +0.1% | +3.19% | Add |
| 20 | PLTR | Palantir Technologies Inc-a | +0.1% | +7.78% | Add |
| 21 | ITOT | Ishares Core S&p Total U.s. | +0.1% | -3.96% | Trim |
| 22 | VOO | Vanguard S&p 500 ETF | +0.1% | +0.02% | Add |
| 23 | VEA | Vanguard Ftse Developed ETF | +0.1% | -6.32% | Trim |
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +13.56% | Add |
| 25 | SHV | Ishares 0-1 Year Treasury Bo | +0.1% | +16.20% | Add |
| 26 | TSLA | Tesla Inc | +0.1% | +5.51% | Add |
| 27 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +11.05% | Add |
| 28 | GOOGL | Alphabet Inc-cl A | +0.1% | +9.37% | Add |
| 29 | JPM | Jpmorgan Chase & Co | +0.1% | +10.53% | Add |
| 30 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | +74.54% | Add |
| 31 | ORCL | Oracle CORP | 0% | +6.68% | Add |
| 32 | GOOG | Alphabet Inc-cl C | 0% | +5.77% | Add |
| 33 | COF | Capital One Financial CORP | 0% | +147.59% | Add |
| 34 | VB | Vanguard Small-cap ETF | 0% | +0.89% | Add |
| 35 | ESGV | Vanguard Esg US Stock ETF | 0% | +1.27% | Add |
| 36 | COIN | Coinbase Global Inc -class A | 0% | -1.43% | Trim |
| 37 | VV | Vanguard Large-cap ETF | 0% | -3.86% | Trim |
| 38 | XLE | Ss Energy Select Sector | 0% | -1.62% | Trim |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -6.62% | Trim |
| 40 | VDE | Vanguard Energy ETF | -0.1% | -2.80% | Trim |
| 41 | UNH | Unitedhealth Group Inc | -0.1% | -23.14% | Trim |
| 42 | SHY | Ishares 1-3 Year Treasury Bo | -0.1% | -21.55% | Trim |
| 43 | CMF | Ishares California Muni Bond | -0.1% | -3.39% | Trim |
| 44 | AAPL | Apple Inc | -0.1% | -4.45% | Trim |
| 45 | SCHD | Schwab US Dvd Equity ETF | -0.1% | -3.38% | Trim |
| 46 | FLRN | Ss Spdr Bb Ig Float Rt ETF | -0.2% | -40.93% | Trim |
| 47 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.2% | -4.98% | Trim |
| 48 | VTEB | Vanguard Tax-exempt Bond ETF | -0.4% | -8.74% | Trim |
| 49 | MUB | Ishares National Muni Bond E | -0.5% | -19.61% | Trim |
| 50 | DGRO | Ishares Core Dividend Growth | -6.1% | -21.24% | Trim |
According to official SEC Form 13F filings, Wealthfront Advisers LLC reported a total U.S. public equity portfolio value of $52.0B across 963 disclosed positions in Q2 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, SCHF) accounted for 29.6% of total reported equity market value during Q2 2025.
Top Position Liquidated / Trimmed
DGRO
前期市值: $3.1B
During Q2 2025, Wealthfront Advisers LLC's top holdings by market value included VTI (13.5%)、VEA (8.3%)、SCHF (6.2%). The largest single position, VTI, represented 13.5% of total portfolio value.
In Q2 2025, Wealthfront Advisers LLC made 50 total portfolio adjustments, initiating 0 new buys, adding to 31 positions, trimming 19 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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