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CIK: 0001763921
Total reported value
$52.0B
$52.0B
1076 檔
33.9%
The Q1 2026 SEC filing reveals that Wealthfront Advisers LLC held a total portfolio value of $52.0B, covering 1076 public equity positions.
In Q1 2026, Wealthfront Advisers LLC displayed an active expansion posture, initiating 0 new positions and adding to 145 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1076 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 12.65% | +0.36% | -0.31% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 8.11% | -0.14% | -1.70% | |
| 3 | SCHF | Schwab Intl Equity ETF | ETF-Other | 6.32% | -0.10% | +4.36% | |
| 4 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 6.23% | +0.24% | +4.60% | |
| 5 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 5.45% | -0.11% | -3.12% | |
| 6 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 4.49% | +0.24% | +23.78% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 4.25% | +0.06% | -8.93% | |
| 8 | SCHB | Schwab US Broad Market ETF | ETF-Other | 2.90% | -0.04% | -1.88% | |
| 9 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.73% | -0.19% | +3.15% | |
| 10 | DGRO | Ishares Core Dividend Growth | ETF-Other | 2.68% | -0.10% | +25.08% | |
| 11 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 2.57% | +0.04% | -1.98% | |
| 12 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 2.00% | -0.20% | -0.83% | |
| 13 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.96% | -0.08% | +0.31% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.67% | +0.02% | +1.78% | |
| 15 | VXF | Vanguard Extended Market ETF | ETF-Other | 1.50% | +0.13% | -2.27% | |
| 16 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.23% | -0.29% | +22.71% | |
| 17 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.13% | +0.04% | +6.05% | |
| 18 | MUB | Ishares National Muni Bond E | ETF-Other | 1.04% | -0.10% | -9.34% | |
| 19 | VB | Vanguard Small-cap ETF | ETF-Other | 0.98% | +0.02% | +8.21% | |
| 20 | PWZ | Invesco California Amt-free | ETF-Other | 0.91% | -0.09% | -5.56% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 0.88% | +0.05% | +0.63% | |
| 22 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.86% | -0.09% | -0.62% | |
| 23 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.82% | +0.04% | +2.12% | |
| 24 | CMF | Ishares California Muni Bond | ETF-Other | 0.77% | +0.04% | +21.33% | |
| 25 | MSFT | Microsoft CORP | Stock-Tech | 0.64% | -0.07% | -7.14% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.56% | +0.03% | +2.96% | |
| 27 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.53% | +0.07% | +5.15% | |
| 28 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.53% | +0.06% | +33.62% | |
| 29 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.50% | -0.05% | +26.62% | |
| 30 | VV | Vanguard Large-cap ETF | ETF-Other | 0.48% | +0.01% | +2.89% | |
| 31 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.44% | +0.02% | +13.62% | |
| 32 | AVGO | Broadcom Inc | Stock-Tech | 0.43% | +0.05% | +3.70% | |
| 33 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.42% | -0.06% | +0.58% | |
| 34 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.40% | +0.04% | +5.13% | |
| 35 | VWOB | Vanguard Emerg Mkts Gov Bnd | ETF-Other | 0.38% | -0.03% | -2.58% | |
| 36 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 0.36% | -0.06% | +7.78% | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.35% | -0.02% | -0.89% | |
| 38 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.34% | — | +3.40% | |
| 39 | XLE | Ss Energy Select Sector | ETF-Other | 0.33% | -0.08% | +1.18% | |
| 40 | VDE | Vanguard Energy ETF | ETF-Other | 0.31% | -0.08% | -3.35% | |
| 41 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 0.29% | -0.11% | +46.53% | |
| 42 | BND | Vanguard Total Bond Market | ETF-Other | 0.28% | -0.02% | -1.14% | |
| 43 | FLTR | Vaneck Ig Floating Rate ETF | ETF-Other | 0.26% | -0.04% | -3.90% | |
| 44 | ESGD | Ishares Trust Ishares Esg Aw | ETF-Other | 0.25% | — | -3.11% | |
| 45 | ESGE | Ishares Inc Ishares Esg Awar | ETF-Other | 0.25% | +0.01% | -2.47% | |
| 46 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.24% | -0.01% | +2.77% | |
| 47 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.24% | +0.04% | +1.89% | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.23% | +0.03% | -2.43% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.23% | -0.03% | +4.21% | |
| 50 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.22% | +0.01% | +13.33% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ITOT | Ishares Core S&p Total U.s. | +0.6% | +23.78% | Add |
| 2 | DGRO | Ishares Core Dividend Growth | +0.5% | +25.08% | Add |
| 3 | IEMG | Ishares Core Msci Emerging | +0.4% | +4.60% | Add |
| 4 | SCHF | Schwab Intl Equity ETF | +0.3% | +4.36% | Add |
| 5 | VCIT | Vanguard Int-term Corporate | +0.2% | +22.71% | Add |
| 6 | VTIP | Vanguard Short-term Tips | +0.1% | +33.62% | Add |
| 7 | CMF | Ishares California Muni Bond | +0.1% | +21.33% | Add |
| 8 | SHV | Ishares 0-1 Year Treasury Bo | +0.1% | +26.62% | Add |
| 9 | XLE | Ss Energy Select Sector | +0.1% | +1.18% | Add |
| 10 | SJNK | Ss Spdr Bb St Hi Yield ETF | +0.1% | +46.53% | Add |
| 11 | VB | Vanguard Small-cap ETF | +0.1% | +8.21% | Add |
| 12 | SCHD | Schwab US Dvd Equity ETF | +0.1% | -0.62% | Trim |
| 13 | VDE | Vanguard Energy ETF | +0.1% | -3.35% | Trim |
| 14 | XOM | Exxon Mobil CORP | +0.1% | +8.08% | Add |
| 15 | SHY | Ishares 1-3 Year Treasury Bo | 0% | +35.82% | Add |
| 16 | MU | Micron Technology Inc | 0% | +37.01% | Add |
| 17 | CVX | Chevron CORP | 0% | +17.86% | Add |
| 18 | JNJ | Johnson & Johnson | 0% | +5.33% | Add |
| 19 | AMAT | Applied Materials Inc | 0% | +16.10% | Add |
| 20 | COST | Costco Wholesale CORP | 0% | +13.57% | Add |
| 21 | WMT | Walmart Inc | 0% | +8.59% | Add |
| 22 | LRCX | Lam Research CORP | 0% | +23.00% | Add |
| 23 | SNDK | Sandisk CORP | 0% | +1100.16% | Add |
| 24 | CAT | Caterpillar Inc | 0% | +6.27% | Add |
| 25 | GEV | GE Vernova Inc | 0% | +8.72% | Add |
| 26 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | +3.15% | Add |
| 27 | GLDM | Spdr Gold Minishares Trust | 0% | +29.58% | Add |
| 28 | FLRN | Ss Spdr Bb Ig Float Rt ETF | 0% | +7.78% | Add |
| 29 | SGOV | Ishares 0-3 Month Treasury B | 0% | +13.33% | Add |
| 30 | MRK | Merck & Co. Inc. | 0% | +21.01% | Add |
| 31 | LIN | Linde plc | 0% | +29.32% | Add |
| 32 | COP | Conocophillips | 0% | +14.43% | Add |
| 33 | VXUS | Vanguard Total Intl Stock | 0% | +24.79% | Add |
| 34 | HYLB | Xtrackers Usd High Yield Cor | 0% | +24.34% | Add |
| 35 | INTC | Intel CORP | 0% | +33.12% | Add |
| 36 | T | At&t Inc | 0% | +8.74% | Add |
| 37 | GLTR | Abrdn Precious Metals Basket | 0% | +21.89% | Add |
| 38 | NUDM | Nuveen Esg Intl Devel Mrk Eq | 0% | +16.62% | Add |
| 39 | QQQM | Invesco Nasdaq 100 ETF | 0% | +22.45% | Add |
| 40 | CIEN | Ciena CORP | 0% | +730.70% | Add |
| 41 | MPC | Marathon Petroleum CORP | 0% | -0.66% | Trim |
| 42 | VCEB | Vanguard Esg US CORP Bond | 0% | +135.68% | Add |
| 43 | BE | Bloom Energy Corp- A | 0% | +1811.44% | Add |
| 44 | ADI | Analog Devices Inc | 0% | +27.98% | Add |
| 45 | BMY | Bristol-myers Squibb Co | 0% | +20.45% | Add |
| 46 | WDC | Western Digital CORP | 0% | +37.50% | Add |
| 47 | GLW | Corning Inc | 0% | +36.25% | Add |
| 48 | DOW | Dow Inc | 0% | +28.73% | Add |
| 49 | NEM | Newmont CORP | 0% | +29.07% | Add |
| 50 | LMT | Lockheed Martin CORP | 0% | +18.83% | Add |
According to official SEC Form 13F filings, Wealthfront Advisers LLC reported a total U.S. public equity portfolio value of $52.0B across 1076 disclosed positions in Q1 2026.
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 33.9% of total reported equity market value during Q1 2026.
Top Position Liquidated / Trimmed
VTI
前期市值: $6.0B
During Q1 2026, Wealthfront Advisers LLC's top holdings by market value included VTI (12.7%)、VEA (8.1%)、SCHF (6.3%). The largest single position, VTI, represented 12.7% of total portfolio value.
In Q1 2026, Wealthfront Advisers LLC made 200 total portfolio adjustments, initiating 0 new buys, adding to 145 positions, trimming 55 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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