Filed: 7/31/2025ACC: 0001667731-25-001032
📋 What this filing means
WEALTHFRONT ADVISERS LLC filed this quarterly 13F‑HR report disclosing 963 equity positions with a total reported market value of $38.83B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
963
Positions
$38.83B
Total AUM (reported)
586.74M
Total Shares
Allocation by class
COM$5.55B14.3%
TOTAL STK MKT$5.23B13.5%
VAN FTSE DEV MKT$3.22B8.3%
INTL EQTY ETF$2.42B6.2%
CORE MSCI EMKT$2.30B5.9%
FTSE EMR MKT ETF$2.25B5.8%
DIV APP ETF$1.86B4.8%
Portfolio Concentration
Top 3$10.87B28.0%
4–10$11.22B28.9%
11–25$7.60B19.6%
Rest$9.13B23.5%
Top 3 weight
28.0%
Top 10 weight
56.9%
Voting Authority Distribution
Total shares with voting rights: 586.74M
Sole
Full voting authority
586.74M
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)
Sole963
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings963
Rows:
VANGUARD INDEX FDS
SOLEShares17.20M
TypeSH
Market value$5.23B
13.46%
Sole
17.20M
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares56.55M
TypeSH
Market value$3.22B
8.30%
Sole
56.55M
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares109.69M
TypeSH
Market value$2.42B
6.24%
Sole
109.69M
Shared
0.00
None
0.00
ISHARES INC
SOLEShares38.35M
TypeSH
Market value$2.30B
5.93%
Sole
38.35M
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares45.48M
TypeSH
Market value$2.25B
5.79%
Sole
45.48M
Shared
0.00
None
0.00
VANGUARD SPECIALIZED FUNDS
SOLEShares9.09M
TypeSH
Market value$1.86B
4.79%
Sole
9.09M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares10.57M
TypeSH
Market value$1.43B
3.67%
Sole
10.57M
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares56.36M
TypeSH
Market value$1.34B
3.46%
Sole
56.36M
Shared
0.00
None
0.00
VANGUARD MUN BD FDS
SOLEShares20.92M
TypeSH
Market value$1.03B
2.64%
Sole
20.92M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares9.25M
TypeSH
Market value$1.01B
2.61%
Sole
9.25M
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares31.97M
TypeSH
Market value$852.96M
2.20%
Sole
31.97M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares13.30M
TypeSH
Market value$850.21M
2.19%
Sole
13.30M
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares8.78M
TypeSH
Market value$781.79M
2.01%
Sole
8.78M
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares4.15M
TypeSH
Market value$656.43M
1.69%
Sole
4.15M
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares3.28M
TypeSH
Market value$632.78M
1.63%
Sole
3.28M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares5.40M
TypeSH
Market value$563.76M
1.45%
Sole
5.40M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares8.65M
TypeSH
Market value$482.05M
1.24%
Sole
8.65M
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares762.84K
TypeSH
Market value$433.31M
1.12%
Sole
762.84K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares4.87M
TypeSH
Market value$403.96M
1.04%
Sole
4.87M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares803.16K
TypeSH
Market value$399.50M
1.03%
Sole
803.16K
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares13.45M
TypeSH
Market value$356.52M
0.92%
Sole
13.45M
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares1.47M
TypeSH
Market value$347.85M
0.90%
Sole
1.47M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares2.34M
TypeSH
Market value$316.93M
0.82%
Sole
2.34M
Shared
0.00
None
0.00
APPLE INC
SOLEShares1.38M
TypeSH
Market value$283.08M
0.73%
Sole
1.38M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares1.10M
TypeSH
Market value$241.87M
0.62%
Sole
1.10M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 17.20M | SH | $5.23B 13.46% | 17.20M | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 56.55M | SH | $3.22B 8.30% | 56.55M | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 109.69M | SH | $2.42B 6.24% | 109.69M | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 38.35M | SH | $2.30B 5.93% | 38.35M | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 45.48M | SH | $2.25B 5.79% | 45.48M | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 9.09M | SH | $1.86B 4.79% | 9.09M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P TTL STK | 10.57M | SH | $1.43B 3.67% | 10.57M | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 56.36M | SH | $1.34B 3.46% | 56.36M | 0.00 | 0.00 |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 20.92M | SH | $1.03B 2.64% | 20.92M | 0.00 | 0.00 |
ISHARES TRSOLE | IBOXX INV CP ETF | 9.25M | SH | $1.01B 2.61% | 9.25M | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US TIPS ETF | 31.97M | SH | $852.96M 2.20% | 31.97M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE DIV GRWTH | 13.30M | SH | $850.21M 2.19% | 13.30M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 8.78M | SH | $781.79M 2.01% | 8.78M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 4.15M | SH | $656.43M 1.69% | 4.15M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 3.28M | SH | $632.78M 1.63% | 3.28M | 0.00 | 0.00 |
ISHARES TRSOLE | NATIONAL MUN ETF | 5.40M | SH | $563.76M 1.45% | 5.40M | 0.00 | 0.00 |
ISHARES TRSOLE | CALIF MUN BD ETF | 8.65M | SH | $482.05M 1.24% | 8.65M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 762.84K | SH | $433.31M 1.12% | 762.84K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 4.87M | SH | $403.96M 1.04% | 4.87M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 803.16K | SH | $399.50M 1.03% | 803.16K | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 13.45M | SH | $356.52M 0.92% | 13.45M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 1.47M | SH | $347.85M 0.90% | 1.47M | 0.00 | 0.00 |
ISHARES TRSOLE | ESG AWR MSCI USA | 2.34M | SH | $316.93M 0.82% | 2.34M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 1.38M | SH | $283.08M 0.73% | 1.38M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 1.10M | SH | $241.87M 0.62% | 1.10M | 0.00 | 0.00 |
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