WEALTHFRONT ADVISERS LLC

PrivateCIK: 1763921
Location

PALO ALTO, CA

📋 What this filing means

WEALTHFRONT ADVISERS LLC filed this quarterly 13F‑HR report disclosing 1119 equity positions with a total reported market value of $52.04B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

1119
Positions
$52.04B
Total AUM (reported)
658.36M
Total Shares

Allocation by class

TOTAL AUM$52.04B1119 positions
COM$7.73B14.9%
TOTAL STK MKT$6.77B13.0%
VAN FTSE DEV MKT$4.15B8.0%
CORE MSCI EMKT$3.36B6.5%
INTL EQTY ETF$3.23B6.2%
FTSE EMR MKT ETF$2.78B5.3%
CORE S&P TTL STK$2.46B4.7%

Portfolio Concentration

Top 327.4%4–1028.6%11–2518.4%Rest25.5%TOP 1056.1%0%100%
Top 3$14.28B27.4%
4–10$14.91B28.6%
11–25$9.56B18.4%
Rest$13.29B25.5%

Top 3 weight

27.4%

Top 10 weight

56.1%

Voting Authority Distribution

Total shares with voting rights: 658.36M

Sole

Full voting authority

658.36M

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)

Sole1119
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings1119
Rows:

VANGUARD INDEX FDS

SOLE
TOTAL STK MKT
Shares18.30M
TypeSH
Market value$6.77B
13.01%
Sole
18.30M
Shared
0.00
None
0.00

VANGUARD TAX-MANAGED FDS

SOLE
VAN FTSE DEV MKT
Shares58.22M
TypeSH
Market value$4.15B
7.97%
Sole
58.22M
Shared
0.00
None
0.00

ISHARES INC

SOLE
CORE MSCI EMKT
Shares40.62M
TypeSH
Market value$3.36B
6.47%
Sole
40.62M
Shared
0.00
None
0.00

SCHWAB STRATEGIC TR

SOLE
INTL EQTY ETF
Shares116.78M
TypeSH
Market value$3.23B
6.22%
Sole
116.78M
Shared
0.00
None
0.00

VANGUARD INTL EQUITY INDEX F

SOLE
FTSE EMR MKT ETF
Shares46.52M
TypeSH
Market value$2.78B
5.34%
Sole
46.52M
Shared
0.00
None
0.00

ISHARES TR

SOLE
CORE S&P TTL STK
Shares14.99M
TypeSH
Market value$2.46B
4.73%
Sole
14.99M
Shared
0.00
None
0.00

VANGUARD SPECIALIZED FUNDS

SOLE
DIV APP ETF
Shares9.47M
TypeSH
Market value$2.24B
4.31%
Sole
9.47M
Shared
0.00
None
0.00

SCHWAB STRATEGIC TR

SOLE
US BRD MKT ETF
Shares51.44M
TypeSH
Market value$1.49B
2.86%
Sole
51.44M
Shared
0.00
None
0.00

ISHARES TR

SOLE
IBOXX INV CP ETF
Shares12.44M
TypeSH
Market value$1.36B
2.61%
Sole
12.44M
Shared
0.00
None
0.00

ISHARES TR

SOLE
CORE DIV GRWTH
Shares17.74M
TypeSH
Market value$1.34B
2.58%
Sole
17.74M
Shared
0.00
None
0.00

VANGUARD MUN BD FDS

SOLE
TAX EXEMPT BD
Shares26.08M
TypeSH
Market value$1.32B
2.54%
Sole
26.08M
Shared
0.00
None
0.00

VANGUARD INDEX FDS

SOLE
REAL ESTATE ETF
Shares10.16M
TypeSH
Market value$980.10M
1.88%
Sole
10.16M
Shared
0.00
None
0.00

SCHWAB STRATEGIC TR

SOLE
US TIPS ETF
Shares35.29M
TypeSH
Market value$935.26M
1.80%
Sole
35.29M
Shared
0.00
None
0.00

NVIDIA CORPORATION

SOLE
COM
Shares4.40M
TypeSH
Market value$880.56M
1.69%
Sole
4.40M
Shared
0.00
None
0.00

VANGUARD INDEX FDS

SOLE
EXTEND MKT ETF
Shares3.45M
TypeSH
Market value$849.50M
1.63%
Sole
3.45M
Shared
0.00
None
0.00

VANGUARD INDEX FDS

SOLE
S&P 500 ETF SHS
Shares883.36K
TypeSH
Market value$606.70M
1.17%
Sole
883.36K
Shared
0.00
None
0.00

VANGUARD INDEX FDS

SOLE
SMALL CP ETF
Shares1.72M
TypeSH
Market value$519.85M
1.00%
Sole
1.72M
Shared
0.00
None
0.00

ISHARES TR

SOLE
NATIONAL MUN ETF
Shares4.55M
TypeSH
Market value$489.92M
0.94%
Sole
4.55M
Shared
0.00
None
0.00

VANGUARD SCOTTSDALE FDS

SOLE
INT-TERM CORP
Shares5.91M
TypeSH
Market value$488.84M
0.94%
Sole
5.91M
Shared
0.00
None
0.00

APPLE INC

SOLE
COM
Shares1.67M
TypeSH
Market value$482.39M
0.93%
Sole
1.67M
Shared
0.00
None
0.00

ISHARES TR

SOLE
ESG AWR MSCI USA
Shares2.75M
TypeSH
Market value$449.77M
0.86%
Sole
2.75M
Shared
0.00
None
0.00

INVESCO EXCH TRADED FD TR II

SOLE
CALIF AMT MUN
Shares17.48M
TypeSH
Market value$428.51M
0.82%
Sole
17.48M
Shared
0.00
None
0.00

ISHARES TR

SOLE
CALIF MUN BD ETF
Shares7.28M
TypeSH
Market value$419.41M
0.81%
Sole
7.28M
Shared
0.00
None
0.00

SCHWAB STRATEGIC TR

SOLE
US DIVIDEND EQ
Shares12.62M
TypeSH
Market value$400.16M
0.77%
Sole
12.62M
Shared
0.00
None
0.00

ALPHABET INC

SOLE
CAP STK CL A
Shares874.72K
TypeSH
Market value$312.60M
0.60%
Sole
874.72K
Shared
0.00
None
0.00
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