Filed: 1/30/2026ACC: 0002085853-26-000151
๐ What this filing means
WEALTHFRONT ADVISERS LLC filed this quarterly 13FโHR report disclosing 1052 equity positions with a total reported market value of $44.75B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1052
Positions
$44.75B
Total AUM (reported)
628.44M
Total Shares
Allocation by class
COM$6.46B14.4%
TOTAL STK MKT$6.04B13.5%
VAN FTSE DEV MKT$3.67B8.2%
INTL EQTY ETF$2.68B6.0%
CORE MSCI EMKT$2.61B5.8%
FTSE EMR MKT ETF$2.55B5.7%
DIV APP ETF$2.17B4.9%
Portfolio Concentration
Top 3$12.39B27.7%
4โ10$12.89B28.8%
11โ25$8.50B19.0%
Rest$10.97B24.5%
Top 3 weight
27.7%
Top 10 weight
56.5%
Voting Authority Distribution
Total shares with voting rights: 628.44M
Sole
Full voting authority
628.44M
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)
Sole1052
Shared0
Other0
Dominant voting typeSole ยท 100.0% of voting shares
Institutional Holdings1052
Rows:
VANGUARD INDEX FDS
SOLEShares18.03M
TypeSH
Market value$6.04B
13.51%
Sole
18.03M
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares58.69M
TypeSH
Market value$3.67B
8.19%
Sole
58.69M
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares111.48M
TypeSH
Market value$2.68B
5.99%
Sole
111.48M
Shared
0.00
None
0.00
ISHARES INC
SOLEShares38.90M
TypeSH
Market value$2.61B
5.84%
Sole
38.90M
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares47.40M
TypeSH
Market value$2.55B
5.70%
Sole
47.40M
Shared
0.00
None
0.00
VANGUARD SPECIALIZED FUNDS
SOLEShares9.88M
TypeSH
Market value$2.17B
4.85%
Sole
9.88M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares11.61M
TypeSH
Market value$1.73B
3.86%
Sole
11.61M
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares53.56M
TypeSH
Market value$1.40B
3.14%
Sole
53.56M
Shared
0.00
None
0.00
VANGUARD MUN BD FDS
SOLEShares24.15M
TypeSH
Market value$1.21B
2.71%
Sole
24.15M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares10.95M
TypeSH
Market value$1.21B
2.70%
Sole
10.95M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares13.93M
TypeSH
Market value$967.11M
2.16%
Sole
13.93M
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares34.53M
TypeSH
Market value$914.78M
2.04%
Sole
34.53M
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares10.04M
TypeSH
Market value$888.38M
1.99%
Sole
10.04M
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares4.29M
TypeSH
Market value$799.59M
1.79%
Sole
4.29M
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares3.40M
TypeSH
Market value$709.98M
1.59%
Sole
3.40M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares4.90M
TypeSH
Market value$524.87M
1.17%
Sole
4.90M
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares812.03K
TypeSH
Market value$509.25M
1.14%
Sole
812.03K
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares5.51M
TypeSH
Market value$461.52M
1.03%
Sole
5.51M
Shared
0.00
None
0.00
INVESCO EXCH TRADED FD TR II
SOLEShares18.44M
TypeSH
Market value$445.39M
1.00%
Sole
18.44M
Shared
0.00
None
0.00
APPLE INC
SOLEShares1.58M
TypeSH
Market value$428.63M
0.96%
Sole
1.58M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares844.37K
TypeSH
Market value$408.35M
0.91%
Sole
844.37K
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares1.57M
TypeSH
Market value$404.46M
0.90%
Sole
1.57M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares2.59M
TypeSH
Market value$386.05M
0.86%
Sole
2.59M
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares12.89M
TypeSH
Market value$353.50M
0.79%
Sole
12.89M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares5.11M
TypeSH
Market value$293.61M
0.66%
Sole
5.11M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 18.03M | SH | $6.04B 13.51% | 18.03M | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 58.69M | SH | $3.67B 8.19% | 58.69M | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 111.48M | SH | $2.68B 5.99% | 111.48M | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 38.90M | SH | $2.61B 5.84% | 38.90M | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 47.40M | SH | $2.55B 5.70% | 47.40M | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 9.88M | SH | $2.17B 4.85% | 9.88M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P TTL STK | 11.61M | SH | $1.73B 3.86% | 11.61M | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 53.56M | SH | $1.40B 3.14% | 53.56M | 0.00 | 0.00 |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 24.15M | SH | $1.21B 2.71% | 24.15M | 0.00 | 0.00 |
ISHARES TRSOLE | IBOXX INV CP ETF | 10.95M | SH | $1.21B 2.70% | 10.95M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE DIV GRWTH | 13.93M | SH | $967.11M 2.16% | 13.93M | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US TIPS ETF | 34.53M | SH | $914.78M 2.04% | 34.53M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 10.04M | SH | $888.38M 1.99% | 10.04M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 4.29M | SH | $799.59M 1.79% | 4.29M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 3.40M | SH | $709.98M 1.59% | 3.40M | 0.00 | 0.00 |
ISHARES TRSOLE | NATIONAL MUN ETF | 4.90M | SH | $524.87M 1.17% | 4.90M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 812.03K | SH | $509.25M 1.14% | 812.03K | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 5.51M | SH | $461.52M 1.03% | 5.51M | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR IISOLE | CALIF AMT MUN | 18.44M | SH | $445.39M 1.00% | 18.44M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 1.58M | SH | $428.63M 0.96% | 1.58M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 844.37K | SH | $408.35M 0.91% | 844.37K | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 1.57M | SH | $404.46M 0.90% | 1.57M | 0.00 | 0.00 |
ISHARES TRSOLE | ESG AWR MSCI USA | 2.59M | SH | $386.05M 0.86% | 2.59M | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 12.89M | SH | $353.50M 0.79% | 12.89M | 0.00 | 0.00 |
ISHARES TRSOLE | CALIF MUN BD ETF | 5.11M | SH | $293.61M 0.66% | 5.11M | 0.00 | 0.00 |
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