Latest Wealthfront Advisers LLC Stock Portfolio
Wealthfront Advisers LLC Performance:
2025 Q3: 1.84%YTD: 3.52%2024: 4.15%
Performance for 2025 Q3 is 1.84%, and YTD is 3.52%, and 2024 is 4.15%.
About Wealthfront Advisers LLC and 13F Hedge Fund Stock Holdings
Wealthfront Advisers LLC is a hedge fund based in PALO ALTO, CA. On 07-Jul-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $25.3 Billions. In it's latest 13F Holdings report, Wealthfront Advisers LLC reported an equity portfolio of $42.6 Billions as of 30 Sep, 2025.
The top stock holdings of Wealthfront Advisers LLC are VB, VEA, VEU. The fund has invested 13.8% of it's portfolio in VANGUARD INDEX FDS and 8.2% of portfolio in VANGUARD TAX-MANAGED FDS.
The fund managers got completely rid off WALGREENS BOOTS ALLIANCE INC (WBA), HESS CORP (HES) and ROYALTY PHARMA PLC (RPRX) stocks. They significantly reduced their stock positions in BROWN FORMAN CORP, UDR INC (UDR) and BALL CORP (BALL). Wealthfront Advisers LLC opened new stock positions in WARNER MUSIC GROUP CORP (WMG), OKLO INC (ALCC) and MP MATERIALS CORP (MP). The fund showed a lot of confidence in some stocks as they added substantially to GARTNER INC (IT), VANGUARD ADMIRAL FDS INC (IVOG) and ISHARES GOLD TR (IAU).
The top stock holdings of Wealthfront Advisers LLC are VB, VEA, VEU. The fund has invested 13.8% of it's portfolio in VANGUARD INDEX FDS and 8.2% of portfolio in VANGUARD TAX-MANAGED FDS.
The fund managers got completely rid off WALGREENS BOOTS ALLIANCE INC (WBA), HESS CORP (HES) and ROYALTY PHARMA PLC (RPRX) stocks. They significantly reduced their stock positions in BROWN FORMAN CORP, UDR INC (UDR) and BALL CORP (BALL). Wealthfront Advisers LLC opened new stock positions in WARNER MUSIC GROUP CORP (WMG), OKLO INC (ALCC) and MP MATERIALS CORP (MP). The fund showed a lot of confidence in some stocks as they added substantially to GARTNER INC (IT), VANGUARD ADMIRAL FDS INC (IVOG) and ISHARES GOLD TR (IAU).
Wealthfront Advisers LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Wealthfront Advisers LLC made a return of 1.84% in the last quarter. In trailing 12 months, it's portfolio return was 3.86%.
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| gartner inc | 715 |
| centene corp del | 309 |
| sun cmntys inc | 304 |
| invesco exch traded fd tr ii | 265 |
| elevance health inc formerly | 122 |
| vaneck etf trust | 121 |
| hormel foods corp | 107 |
| fortive corp | 105 |
Additions to existing portfolio by Wealthfront Advisers LLC
Reductions
| Ticker | % Reduced |
|---|---|
| target corp | -56.04 |
| ishares tr | -54.23 |
| old dominion freight line in | -39.52 |
| expeditors intl wash inc | -38.36 |
| kraft heinz co | -37.35 |
| grayscale ethereum trust etf | -32.2 |
| ishares tr | -28.16 |
| fedex corp | -26.74 |
Wealthfront Advisers LLC reduced stake in above stock
Sold off
Sector Distribution
Wealthfront Advisers LLC has about 82.2% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 82.2 |
| Technology | 6.2 |
| Financial Services | 2.2 |
| Consumer Cyclical | 1.9 |
| Communication Services | 1.9 |
| Healthcare | 1.4 |
| Industrials | 1.3 |
Market Cap. Distribution
Wealthfront Advisers LLC has about 17.6% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 82.1 |
| MEGA-CAP | 9.2 |
| LARGE-CAP | 8.4 |
Stocks belong to which Index?
About 16.6% of the stocks held by Wealthfront Advisers LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 83.2 |
| S&P 500 | 16.6 |
Wealthfront Advisers LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Wealthfront Advisers LLC
Wealthfront Advisers LLC has 1006 stocks in it's portfolio. About 56.9% of the portfolio is in top 10 stocks. NFLX proved to be the most loss making stock for the portfolio. NVDA was the most profitable stock for Wealthfront Advisers LLC last quarter.
Last Reported on: 06 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 0.88 | 1,474,560 | 375,466,000 | added | 6.87 | ||
| AAXJ | ishares tr | 1.26 | 5,039,020 | 536,605,000 | reduced | -6.61 | ||
| AAXJ | ishares tr | 0.53 | 3,958,360 | 225,785,000 | reduced | -54.23 | ||
| AAXJ | ishares tr | 0.51 | 1,960,680 | 216,635,000 | added | 9.98 | ||
| AAXJ | ishares tr | 0.48 | 2,152,280 | 204,875,000 | reduced | -4.77 | ||
| AAXJ | ishares tr | 0.01 | 31,817 | 4,007,350 | added | 55.79 | ||
| AAXJ | ishares tr | 0.01 | 246,701 | 3,818,930 | reduced | -0.3 | ||
| AAXJ | ishares tr | 0.01 | 71,422 | 3,787,510 | added | 5.88 | ||
| ABBV | abbvie inc | 0.10 | 175,400 | 40,612,100 | added | 9.25 | ||
| ABC | cencora inc | 0.03 | 37,324 | 11,664,900 | added | 21.08 | ||
| ABT | abbott labs | 0.05 | 163,459 | 21,893,700 | reduced | -9.69 | ||
| ACGL | arch cap group ltd | 0.01 | 59,360 | 5,385,730 | added | 12.44 | ||
| ACN | accenture plc ireland | 0.03 | 50,025 | 12,336,200 | reduced | -18.08 | ||
| ACSG | dbx etf tr | 0.10 | 1,103,640 | 40,956,200 | reduced | -3.75 | ||
| ACWF | ishares tr | 2.13 | 13,302,900 | 905,661,000 | added | 0.04 | ||
| ACWF | ishares tr | 0.27 | 2,630,140 | 113,885,000 | added | 12.41 | ||
| ACWF | ishares tr | 0.01 | 13,640 | 3,094,500 | added | 3.47 | ||
| ADBE | adobe inc | 0.04 | 48,753 | 17,197,600 | added | 0.6 | ||
| ADI | analog devices inc | 0.03 | 47,343 | 11,632,200 | added | 9.37 | ||
| ADM | archer daniels midland co | 0.02 | 130,160 | 7,775,760 | reduced | -0.79 | ||