WEALTHFRONT ADVISERS LLC

Filed: 11/6/2025ACC: 0002085853-25-000235

📋 What this filing means

WEALTHFRONT ADVISERS LLC filed this quarterly 13F‑HR report disclosing 1007 equity positions with a total reported market value of $42.60B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

1007

Positions

$42.60B

Total AUM (reported)

607.86M

Total Shares

Allocation by class

COM$6.12B14.4%

TOTAL STK MKT$5.86B13.8%

VAN FTSE DEV MKT$3.49B8.2%

FTSE EMR MKT ETF$2.56B6.0%

INTL EQTY ETF$2.56B6.0%

CORE MSCI EMKT$2.48B5.8%

DIV APP ETF$2.07B4.9%

Portfolio Concentration

Top 3$11.92B28.0%

4–10$12.31B28.9%

11–25$8.28B19.4%

Rest$10.09B23.7%

Top 3 weight

28.0%

Top 10 weight

56.9%

Voting Authority Distribution

Total shares with voting rights: 607.86M

Sole

Full voting authority

607.86M

% of voting shares100.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

0.00

% of voting shares0.0%

Investment Discretion (by position count)

Sole1007

Shared0

Other0

Dominant voting typeSole · 100.0% of voting shares

Institutional Holdings1007

Rows:

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares17.86M

TypeSH

Market value$5.86B

13.76%

Sole

17.86M

Shared

0.00

None

0.00

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares58.31M

TypeSH

Market value$3.49B

8.20%

Sole

58.31M

Shared

0.00

None

0.00

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares47.27M

TypeSH

Market value$2.56B

6.01%

Sole

47.27M

Shared

0.00

None

0.00

SCHWAB STRATEGIC TR

SOLE

INTL EQTY ETF

Shares109.98M

TypeSH

Market value$2.56B

6.01%

Sole

109.98M

Shared

0.00

None

0.00

ISHARES INC

SOLE

CORE MSCI EMKT

Shares37.64M

TypeSH

Market value$2.48B

5.82%

Sole

37.64M

Shared

0.00

None

0.00

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares9.59M

TypeSH

Market value$2.07B

4.86%

Sole

9.59M

Shared

0.00

None

0.00

ISHARES TR

SOLE

CORE S&P TTL STK

Shares10.56M

TypeSH

Market value$1.54B

3.61%

Sole

10.56M

Shared

0.00

None

0.00

SCHWAB STRATEGIC TR

SOLE

US BRD MKT ETF

Shares55.10M

TypeSH

Market value$1.42B

3.33%

Sole

55.10M

Shared

0.00

None

0.00

ISHARES TR

SOLE

IBOXX INV CP ETF

Shares10.12M

TypeSH

Market value$1.13B

2.65%

Sole

10.12M

Shared

0.00

None

0.00

VANGUARD MUN BD FDS

SOLE

TAX EXEMPT BD

Shares22.26M

TypeSH

Market value$1.11B

2.62%

Sole

22.26M

Shared

0.00

None

0.00

SCHWAB STRATEGIC TR

SOLE

US TIPS ETF

Shares35.69M

TypeSH

Market value$961.80M

2.26%

Sole

35.69M

Shared

0.00

None

0.00

ISHARES TR

SOLE

CORE DIV GRWTH

Shares13.30M

TypeSH

Market value$905.66M

2.13%

Sole

13.30M

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

REAL ESTATE ETF

Shares9.34M

TypeSH

Market value$854.22M

2.01%

Sole

9.34M

Shared

0.00

None

0.00

NVIDIA CORPORATION

SOLE

COM

Shares4.23M

TypeSH

Market value$788.83M

1.85%

Sole

4.23M

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

EXTEND MKT ETF

Shares3.41M

TypeSH

Market value$713.78M

1.68%

Sole

3.41M

Shared

0.00

None

0.00

ISHARES TR

SOLE

NATIONAL MUN ETF

Shares5.04M

TypeSH

Market value$536.61M

1.26%

Sole

5.04M

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

S&P 500 ETF SHS

Shares790.08K

TypeSH

Market value$483.83M

1.14%

Sole

790.08K

Shared

0.00

None

0.00

INVESCO EXCH TRADED FD TR II

SOLE

CALIF AMT MUN

Shares18.91M

TypeSH

Market value$452.23M

1.06%

Sole

18.91M

Shared

0.00

None

0.00

MICROSOFT CORP

SOLE

COM

Shares823.62K

TypeSH

Market value$426.59M

1.00%

Sole

823.62K

Shared

0.00

None

0.00

VANGUARD SCOTTSDALE FDS

SOLE

INT-TERM CORP

Shares5.06M

TypeSH

Market value$425.74M

1.00%

Sole

5.06M

Shared

0.00

None

0.00

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares1.50M

TypeSH

Market value$380.82M

0.89%

Sole

1.50M

Shared

0.00

None

0.00

APPLE INC

SOLE

COM

Shares1.47M

TypeSH

Market value$375.47M

0.88%

Sole

1.47M

Shared

0.00

None

0.00

ISHARES TR

SOLE

ESG AWR MSCI USA

Shares2.50M

TypeSH

Market value$364.13M

0.85%

Sole

2.50M

Shared

0.00

None

0.00

SCHWAB STRATEGIC TR

SOLE

US DIVIDEND EQ

Shares13.17M

TypeSH

Market value$359.51M

0.84%

Sole

13.17M

Shared

0.00

None

0.00

AMAZON COM INC

SOLE

COM

Shares1.15M

TypeSH

Market value$251.44M

0.59%

Sole

1.15M

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	17.86M	SH	$5.86B 13.76%	17.86M
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	58.31M	SH	$3.49B 8.20%	58.31M
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	47.27M	SH	$2.56B 6.01%	47.27M
SCHWAB STRATEGIC TRSOLE	INTL EQTY ETF	109.98M	SH	$2.56B 6.01%	109.98M
ISHARES INCSOLE	CORE MSCI EMKT	37.64M	SH	$2.48B 5.82%	37.64M
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	9.59M	SH	$2.07B 4.86%	9.59M
ISHARES TRSOLE	CORE S&P TTL STK	10.56M	SH	$1.54B 3.61%	10.56M
SCHWAB STRATEGIC TRSOLE	US BRD MKT ETF	55.10M	SH	$1.42B 3.33%	55.10M
ISHARES TRSOLE	IBOXX INV CP ETF	10.12M	SH	$1.13B 2.65%	10.12M
VANGUARD MUN BD FDSSOLE	TAX EXEMPT BD	22.26M	SH	$1.11B 2.62%	22.26M
SCHWAB STRATEGIC TRSOLE	US TIPS ETF	35.69M	SH	$961.80M 2.26%	35.69M
ISHARES TRSOLE	CORE DIV GRWTH	13.30M	SH	$905.66M 2.13%	13.30M
VANGUARD INDEX FDSSOLE	REAL ESTATE ETF	9.34M	SH	$854.22M 2.01%	9.34M
NVIDIA CORPORATIONSOLE	COM	4.23M	SH	$788.83M 1.85%	4.23M
VANGUARD INDEX FDSSOLE	EXTEND MKT ETF	3.41M	SH	$713.78M 1.68%	3.41M
ISHARES TRSOLE	NATIONAL MUN ETF	5.04M	SH	$536.61M 1.26%	5.04M
VANGUARD INDEX FDSSOLE	S&P 500 ETF SHS	790.08K	SH	$483.83M 1.14%	790.08K
INVESCO EXCH TRADED FD TR IISOLE	CALIF AMT MUN	18.91M	SH	$452.23M 1.06%	18.91M
MICROSOFT CORPSOLE	COM	823.62K	SH	$426.59M 1.00%	823.62K
VANGUARD SCOTTSDALE FDSSOLE	INT-TERM CORP	5.06M	SH	$425.74M 1.00%	5.06M
VANGUARD INDEX FDSSOLE	SMALL CP ETF	1.50M	SH	$380.82M 0.89%	1.50M
APPLE INCSOLE	COM	1.47M	SH	$375.47M 0.88%	1.47M
ISHARES TRSOLE	ESG AWR MSCI USA	2.50M	SH	$364.13M 0.85%	2.50M
SCHWAB STRATEGIC TRSOLE	US DIVIDEND EQ	13.17M	SH	$359.51M 0.84%	13.17M
AMAZON COM INCSOLE	COM	1.15M	SH	$251.44M 0.59%	1.15M

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