Filed: 5/2/2025ACC: 0001667731-25-000578
📋 What this filing means
WEALTHFRONT ADVISERS LLC filed this quarterly 13F‑HR report disclosing 934 equity positions with a total reported market value of $37.25B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
934
Positions
$37.25B
Total AUM (reported)
578.99M
Total Shares
Allocation by class
COM$4.82B12.9%
TOTAL STK MKT$4.39B11.8%
VAN FTSE DEV MKT$3.07B8.2%
CORE DIV GRWTH$3.07B8.2%
CORE MSCI EMKT$2.13B5.7%
INTL EQTY ETF$2.07B5.6%
FTSE EMR MKT ETF$2.06B5.5%
Portfolio Concentration
Top 3$10.53B28.3%
4–10$11.47B30.8%
11–25$7.21B19.4%
Rest$8.05B21.6%
Top 3 weight
28.3%
Top 10 weight
59.0%
Voting Authority Distribution
Total shares with voting rights: 578.99M
Sole
Full voting authority
578.99M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole934
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings934
Rows:
VANGUARD INDEX FDS
SOLEShares15.97M
TypeSH
Market value$4.39B
11.78%
Sole
15.97M
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares60.37M
TypeSH
Market value$3.07B
8.24%
Sole
60.37M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares16.88M
TypeSH
Market value$3.07B
8.24%
Sole
16.88M
Shared
0.00
None
0.00
ISHARES INC
SOLEShares39.37M
TypeSH
Market value$2.13B
5.71%
Sole
39.37M
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares104.77M
TypeSH
Market value$2.07B
5.56%
Sole
104.77M
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares45.42M
TypeSH
Market value$2.06B
5.52%
Sole
45.42M
Shared
0.00
None
0.00
VANGUARD SPECIALIZED FUNDS
SOLEShares7.60M
TypeSH
Market value$1.47B
3.96%
Sole
7.60M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares11M
TypeSH
Market value$1.34B
3.60%
Sole
11M
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares58.43M
TypeSH
Market value$1.26B
3.38%
Sole
58.43M
Shared
0.00
None
0.00
VANGUARD MUN BD FDS
SOLEShares22.92M
TypeSH
Market value$1.14B
3.05%
Sole
22.92M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares9.74M
TypeSH
Market value$1.06B
2.84%
Sole
9.74M
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares8.56M
TypeSH
Market value$775.15M
2.08%
Sole
8.56M
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares28.22M
TypeSH
Market value$758.86M
2.04%
Sole
28.22M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares6.71M
TypeSH
Market value$707.76M
1.90%
Sole
6.71M
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares3.14M
TypeSH
Market value$541.57M
1.45%
Sole
3.14M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares8.95M
TypeSH
Market value$503.81M
1.35%
Sole
8.95M
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares4.12M
TypeSH
Market value$446.45M
1.20%
Sole
4.12M
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares762.68K
TypeSH
Market value$391.95M
1.05%
Sole
762.68K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares13.92M
TypeSH
Market value$389.33M
1.05%
Sole
13.92M
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares1.45M
TypeSH
Market value$322.61M
0.87%
Sole
1.45M
Shared
0.00
None
0.00
APPLE INC
SOLEShares1.44M
TypeSH
Market value$320.75M
0.86%
Sole
1.44M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares742.92K
TypeSH
Market value$278.88M
0.75%
Sole
742.92K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares2.17M
TypeSH
Market value$264.99M
0.71%
Sole
2.17M
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares2.88M
TypeSH
Market value$235.17M
0.63%
Sole
2.88M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares2.37M
TypeSH
Market value$214.93M
0.58%
Sole
2.37M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 15.97M | SH | $4.39B 11.78% | 15.97M | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 60.37M | SH | $3.07B 8.24% | 60.37M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE DIV GRWTH | 16.88M | SH | $3.07B 8.24% | 16.88M | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 39.37M | SH | $2.13B 5.71% | 39.37M | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 104.77M | SH | $2.07B 5.56% | 104.77M | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 45.42M | SH | $2.06B 5.52% | 45.42M | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 7.60M | SH | $1.47B 3.96% | 7.60M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P TTL STK | 11M | SH | $1.34B 3.60% | 11M | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 58.43M | SH | $1.26B 3.38% | 58.43M | 0.00 | 0.00 |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 22.92M | SH | $1.14B 3.05% | 22.92M | 0.00 | 0.00 |
ISHARES TRSOLE | IBOXX INV CP ETF | 9.74M | SH | $1.06B 2.84% | 9.74M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 8.56M | SH | $775.15M 2.08% | 8.56M | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US TIPS ETF | 28.22M | SH | $758.86M 2.04% | 28.22M | 0.00 | 0.00 |
ISHARES TRSOLE | NATIONAL MUN ETF | 6.71M | SH | $707.76M 1.90% | 6.71M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 3.14M | SH | $541.57M 1.45% | 3.14M | 0.00 | 0.00 |
ISHARES TRSOLE | CALIF MUN BD ETF | 8.95M | SH | $503.81M 1.35% | 8.95M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 4.12M | SH | $446.45M 1.20% | 4.12M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 762.68K | SH | $391.95M 1.05% | 762.68K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 13.92M | SH | $389.33M 1.05% | 13.92M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 1.45M | SH | $322.61M 0.87% | 1.45M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 1.44M | SH | $320.75M 0.86% | 1.44M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 742.92K | SH | $278.88M 0.75% | 742.92K | 0.00 | 0.00 |
ISHARES TRSOLE | ESG AWR MSCI USA | 2.17M | SH | $264.99M 0.71% | 2.17M | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 2.88M | SH | $235.17M 0.63% | 2.88M | 0.00 | 0.00 |
ISHARES TRSOLE | JPMORGAN USD EMG | 2.37M | SH | $214.93M 0.58% | 2.37M | 0.00 | 0.00 |
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