Filed: 5/5/2026ACC: 0002085853-26-000564
๐ What this filing means
WEALTHFRONT ADVISERS LLC filed this quarterly 13FโHR report disclosing 1076 equity positions with a total reported market value of $45.56B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
1076
Positions
$45.56B
Total AUM (reported)
645.85M
Total Shares
Allocation by class
COM$6.55B14.4%
TOTAL STK MKT$5.76B12.7%
VAN FTSE DEV MKT$3.70B8.1%
INTL EQTY ETF$2.88B6.3%
CORE MSCI EMKT$2.84B6.2%
FTSE EMR MKT ETF$2.48B5.4%
CORE S&P TTL STK$2.05B4.5%
Portfolio Concentration
Top 3$12.34B27.1%
4โ10$13.09B28.7%
11โ25$8.64B19.0%
Rest$11.50B25.2%
Top 3 weight
27.1%
Top 10 weight
55.8%
Voting Authority Distribution
Total shares with voting rights: 645.85M
Sole
Full voting authority
645.85M
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)
Sole1076
Shared0
Other0
Dominant voting typeSole ยท 100.0% of voting shares
Institutional Holdings1076
Rows:
VANGUARD INDEX FDS
SOLEShares17.97M
TypeSH
Market value$5.76B
12.65%
Sole
17.97M
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares57.69M
TypeSH
Market value$3.70B
8.11%
Sole
57.69M
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares116.34M
TypeSH
Market value$2.88B
6.32%
Sole
116.34M
Shared
0.00
None
0.00
ISHARES INC
SOLEShares40.69M
TypeSH
Market value$2.84B
6.23%
Sole
40.69M
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares45.92M
TypeSH
Market value$2.48B
5.45%
Sole
45.92M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares14.37M
TypeSH
Market value$2.05B
4.49%
Sole
14.37M
Shared
0.00
None
0.00
VANGUARD SPECIALIZED FUNDS
SOLEShares9M
TypeSH
Market value$1.93B
4.25%
Sole
9M
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares52.56M
TypeSH
Market value$1.32B
2.90%
Sole
52.56M
Shared
0.00
None
0.00
VANGUARD MUN BD FDS
SOLEShares24.91M
TypeSH
Market value$1.24B
2.73%
Sole
24.91M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares17.43M
TypeSH
Market value$1.22B
2.68%
Sole
17.43M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares10.73M
TypeSH
Market value$1.17B
2.57%
Sole
10.73M
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares34.24M
TypeSH
Market value$911.26M
2.00%
Sole
34.24M
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares10.07M
TypeSH
Market value$893.22M
1.96%
Sole
10.07M
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares4.36M
TypeSH
Market value$761.04M
1.67%
Sole
4.36M
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares3.32M
TypeSH
Market value$682.88M
1.50%
Sole
3.32M
Shared
0.00
None
0.00
VANGUARD SCOTTSDALE FDS
SOLEShares6.76M
TypeSH
Market value$559.56M
1.23%
Sole
6.76M
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares861.15K
TypeSH
Market value$514.58M
1.13%
Sole
861.15K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares4.44M
TypeSH
Market value$471.60M
1.04%
Sole
4.44M
Shared
0.00
None
0.00
VANGUARD INDEX FDS
SOLEShares1.70M
TypeSH
Market value$444.39M
0.98%
Sole
1.70M
Shared
0.00
None
0.00
INVESCO EXCH TRADED FD TR II
SOLEShares17.41M
TypeSH
Market value$415.59M
0.91%
Sole
17.41M
Shared
0.00
None
0.00
APPLE INC
SOLEShares1.59M
TypeSH
Market value$402.67M
0.88%
Sole
1.59M
Shared
0.00
None
0.00
SCHWAB STRATEGIC TR
SOLEShares12.81M
TypeSH
Market value$392.94M
0.86%
Sole
12.81M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares2.65M
TypeSH
Market value$374.23M
0.82%
Sole
2.65M
Shared
0.00
None
0.00
ISHARES TR
SOLEShares6.20M
TypeSH
Market value$352.52M
0.77%
Sole
6.20M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares784.12K
TypeSH
Market value$290.26M
0.64%
Sole
784.12K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 17.97M | SH | $5.76B 12.65% | 17.97M | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 57.69M | SH | $3.70B 8.11% | 57.69M | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | INTL EQTY ETF | 116.34M | SH | $2.88B 6.32% | 116.34M | 0.00 | 0.00 |
ISHARES INCSOLE | CORE MSCI EMKT | 40.69M | SH | $2.84B 6.23% | 40.69M | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 45.92M | SH | $2.48B 5.45% | 45.92M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P TTL STK | 14.37M | SH | $2.05B 4.49% | 14.37M | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 9M | SH | $1.93B 4.25% | 9M | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US BRD MKT ETF | 52.56M | SH | $1.32B 2.90% | 52.56M | 0.00 | 0.00 |
VANGUARD MUN BD FDSSOLE | TAX EXEMPT BD | 24.91M | SH | $1.24B 2.73% | 24.91M | 0.00 | 0.00 |
ISHARES TRSOLE | CORE DIV GRWTH | 17.43M | SH | $1.22B 2.68% | 17.43M | 0.00 | 0.00 |
ISHARES TRSOLE | IBOXX INV CP ETF | 10.73M | SH | $1.17B 2.57% | 10.73M | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US TIPS ETF | 34.24M | SH | $911.26M 2.00% | 34.24M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 10.07M | SH | $893.22M 1.96% | 10.07M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 4.36M | SH | $761.04M 1.67% | 4.36M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | EXTEND MKT ETF | 3.32M | SH | $682.88M 1.50% | 3.32M | 0.00 | 0.00 |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 6.76M | SH | $559.56M 1.23% | 6.76M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | S&P 500 ETF SHS | 861.15K | SH | $514.58M 1.13% | 861.15K | 0.00 | 0.00 |
ISHARES TRSOLE | NATIONAL MUN ETF | 4.44M | SH | $471.60M 1.04% | 4.44M | 0.00 | 0.00 |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 1.70M | SH | $444.39M 0.98% | 1.70M | 0.00 | 0.00 |
INVESCO EXCH TRADED FD TR IISOLE | CALIF AMT MUN | 17.41M | SH | $415.59M 0.91% | 17.41M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 1.59M | SH | $402.67M 0.88% | 1.59M | 0.00 | 0.00 |
SCHWAB STRATEGIC TRSOLE | US DIVIDEND EQ | 12.81M | SH | $392.94M 0.86% | 12.81M | 0.00 | 0.00 |
ISHARES TRSOLE | ESG AWR MSCI USA | 2.65M | SH | $374.23M 0.82% | 2.65M | 0.00 | 0.00 |
ISHARES TRSOLE | CALIF MUN BD ETF | 6.20M | SH | $352.52M 0.77% | 6.20M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 784.12K | SH | $290.26M 0.64% | 784.12K | 0.00 | 0.00 |
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