AI Portfolio Summary
In 2026 Q1, Wealthfront Advisers LLC maintained a portfolio of 1109 distinct positions. They heavily accumulated shares in SCHWAB STRATEGIC TR, increasing their position by 4.4%. The fund also reduced its exposure to ISHARES TR by 9.3%.
Total Positions
1109
Quarter
2026 Q1
Top Holding
VTI (12.7%)
Top 10 Concentration
55.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 1109
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD INDEX ...
|
ETF | 12.65% | 13.51% |
#1
Prev: #1
|
6.5 | -55,838 | -0.3% |
P
S
|
17,969,445 | $5,764,777,619 |
$173.97
+86.1%
|
2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | ||
|
VEA
VANGUARD TAX-MA...
|
ETF | 8.11% | 8.19% |
#2
Prev: #2
|
5.2 | -998,618 | -1.7% |
P
S
|
57,686,964 | $3,696,580,632 |
$40.42
+59.9%
|
2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | ||
|
SCHF
SCHWAB STRATEGI...
|
Bond/Debt | 6.32% | 5.99% |
#3
Prev: #3
|
4.0 | 4,858,558 | 4.4% |
P
S
|
116,338,040 | $2,879,366,486 |
$15.68
+59.3%
|
2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | ||
|
IEMG
ISHARES INC
|
ETF | 6.23% | 5.84% |
#4
Prev: #4
|
3.5 | 1,790,462 | 4.6% |
P
S
|
40,686,196 | $2,837,862,151 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 5.45% | 5.70% |
#5
Prev: #5
|
3.2 | -1,479,419 | -3.1% |
P
S
|
45,921,666 | $2,482,066,044 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
ITOT
ISHARES TR
|
ETF | 4.49% | 3.86% |
#6
1
Prev: #7
|
4.3 | 2,761,411 | 23.8% |
P
S
|
14,373,487 | $2,047,215,684 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 4.25% | 4.85% |
#7
1
Prev: #6
|
2.2 | -882,045 | -8.9% |
P
S
|
8,997,146 | $1,934,926,284 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
SCHB
SCHWAB STRATEGI...
|
ETF | 2.90% | 3.14% |
#8
Prev: #8
|
1.7 | -1,008,153 | -1.9% |
P
S
|
52,556,138 | $1,319,159,064 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
VTEB
VANGUARD MUN BD...
|
ETF | 2.73% | 2.71% |
#9
Prev: #9
|
1.6 | 760,249 | 3.1% |
P
S
|
24,913,759 | $1,242,947,441 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
DGRO
ISHARES TR
|
Warrant | 2.68% | 2.16% |
#10
1
Prev: #11
|
3.6 | 3,494,469 | 25.1% |
P
S
|
17,425,702 | $1,222,935,756 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
LQD
ISHARES TR
|
ETF | 2.57% | 2.70% |
#11
1
Prev: #10
|
1.5 | -216,717 | -2.0% |
P
S
|
10,734,837 | $1,169,989,901 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
SCHP
SCHWAB STRATEGI...
|
ETF | 2.00% | 2.04% |
#12
Prev: #12
|
1.3 | -288,194 | -0.8% |
P
S
|
34,244,939 | $911,257,824 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
VNQ
VANGUARD INDEX ...
|
ETF | 1.96% | 1.99% |
#13
Prev: #13
|
1.3 | 30,853 | 0.3% |
P
S
|
10,070,180 | $893,224,959 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.67% | 1.79% |
#14
Prev: #14
|
1.2 | 76,404 | 1.8% |
P
S
|
4,363,766 | $761,040,814 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
VXF
VANGUARD INDEX ...
|
ETF | 1.50% | 1.59% |
#15
Prev: #15
|
1.1 | -76,921 | -2.3% |
P
S
|
3,318,175 | $682,880,342 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
VCIT
VANGUARD SCOTTS...
|
Bond/Debt | 1.23% | 1.03% |
#16
2
Prev: #18
|
3.0 | 1,251,320 | 22.7% |
P
S
|
6,762,049 | $559,559,569 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 1.13% | 1.14% |
#17
Prev: #17
|
2.5 | 49,121 | 6.0% |
P
S
|
861,151 | $514,580,780 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
MUB
ISHARES TR
|
ETF | 1.04% | 1.17% |
#18
2
Prev: #16
|
0.9 | -457,491 | -9.3% |
P
S
|
4,442,764 | $471,599,399 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 0.98% | 0.90% |
#19
3
Prev: #22
|
2.4 | 128,686 | 8.2% |
P
S
|
1,696,661 | $444,389,449 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
PWZ
INVESCO EXCH TR...
|
Unknown | 0.91% | 1.00% |
#20
1
Prev: #19
|
0.9 | -1,024,382 | -5.6% |
P
S
|
17,410,759 | $415,594,817 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
AAPL
APPLE INC
|
Technology | 0.88% | 0.96% |
#21
1
Prev: #20
|
0.9 | 9,944 | 0.6% |
P
S
|
1,586,612 | $402,666,259 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
SCHD
SCHWAB STRATEGI...
|
ETF | 0.86% | 0.79% |
#22
2
Prev: #24
|
0.8 | -79,615 | -0.6% |
P
S
|
12,807,842 | $392,944,593 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
ESGU
ISHARES TR
|
ETF | 0.82% | 0.86% |
#23
Prev: #23
|
0.8 | 54,889 | 2.1% |
P
S
|
2,646,197 | $374,225,180 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
CMF
ISHARES TR
|
ETF | 0.77% | 0.66% |
#24
1
Prev: #25
|
2.8 | 1,089,990 | 21.3% |
P
S
|
6,199,721 | $352,516,136 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.64% | 0.91% |
#25
4
Prev: #21
|
0.8 | -60,247 | -7.1% |
P
S
|
784,119 | $290,257,330 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.56% | 0.62% |
#26
Prev: #26
|
0.7 | 35,392 | 3.0% |
P
S
|
1,230,756 | $256,329,552 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.53% | 0.56% |
#27
Prev: #27
|
2.2 | 41,453 | 5.1% |
P
S
|
846,668 | $243,467,752 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
VTIP
VANGUARD MALVER...
|
ETF | 0.53% | 0.40% |
#28
7
Prev: #35
|
2.7 | 1,221,608 | 33.6% |
P
S
|
4,855,031 | $242,508,777 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
SHV
ISHARES TR
|
ETF | 0.50% | 0.40% |
#29
7
Prev: #36
|
2.7 | 430,574 | 26.6% |
P
S
|
2,048,039 | $226,083,025 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
VV
VANGUARD INDEX ...
|
ETF | 0.48% | 0.50% |
#30
2
Prev: #28
|
0.7 | 20,753 | 2.9% |
P
S
|
738,555 | $220,717,162 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
ESGV
VANGUARD WORLD ...
|
ETF | 0.44% | 0.43% |
#31
Prev: #31
|
2.2 | 214,530 | 13.6% |
P
S
|
1,790,108 | $200,975,425 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
AVGO
BROADCOM INC
|
Technology | 0.43% | 0.47% |
#32
2
Prev: #30
|
0.7 | 22,652 | 3.7% |
P
S
|
635,173 | $196,592,395 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.42% | 0.49% |
#33
4
Prev: #29
|
0.7 | 1,925 | 0.6% |
P
S
|
336,576 | $192,565,227 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.40% | 0.42% |
#34
2
Prev: #32
|
2.2 | 30,735 | 5.1% |
P
S
|
629,806 | $180,666,149 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
VWOB
VANGUARD WHITEH...
|
ETF | 0.38% | 0.41% |
#35
1
Prev: #34
|
0.7 | -70,240 | -2.6% |
P
S
|
2,648,379 | $173,972,014 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
FLRN
SPDR SERIES TRU...
|
ETF | 0.36% | 0.34% |
#36
2
Prev: #38
|
2.1 | 384,144 | 7.8% |
P
S
|
5,319,203 | $163,725,068 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
SPY
STATE STR SPDR ...
|
ETF | 0.35% | 0.38% |
#37
Prev: #37
|
0.6 | -2,207 | -0.9% |
P
S
|
244,508 | $159,013,610 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.34% | 0.41% |
#38
5
Prev: #33
|
0.6 | 13,891 | 3.4% |
P
S
|
422,436 | $157,040,519 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
XLE
SELECT SECTOR S...
|
Unknown | 0.33% | 0.25% |
#39
9
Prev: #48
|
0.6 | 28,935 | 1.2% |
P
S
|
2,483,501 | $152,139,271 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
VDE
VANGUARD WORLD ...
|
ETF | 0.31% | 0.24% |
#40
9
Prev: #49
|
0.6 | -27,980 | -3.3% |
P
S
|
807,650 | $139,755,756 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
SJNK
SPDR SERIES TRU...
|
ETF | 0.29% | 0.21% |
#41
12
Prev: #53
|
2.6 | 1,703,692 | 46.5% |
P
S
|
5,365,286 | $134,024,844 | 2023 Q2 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
BND
VANGUARD BD IND...
|
ETF | 0.28% | 0.29% |
#42
2
Prev: #40
|
0.6 | -19,939 | -1.1% |
P
S
|
1,733,719 | $127,671,067 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
FLTR
VANECK ETF TRUS...
|
ETF | 0.26% | 0.27% |
#43
1
Prev: #42
|
0.6 | -185,349 | -3.9% |
P
S
|
4,563,379 | $116,274,897 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
ESGD
ISHARES TR
|
ETF | 0.25% | 0.27% |
#44
Prev: #44
|
0.6 | -38,766 | -3.1% |
P
S
|
1,208,522 | $115,558,874 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
ESGE
ISHARES INC
|
ETF | 0.25% | 0.25% |
#45
2
Prev: #47
|
0.6 | -63,548 | -2.5% |
P
S
|
2,504,524 | $113,880,706 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.24% | 0.26% |
#46
1
Prev: #45
|
0.6 | 9,967 | 2.8% |
P
S
|
369,745 | $108,764,189 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.24% | 0.28% |
#47
6
Prev: #41
|
0.6 | 2,178 | 1.9% |
P
S
|
117,458 | $108,034,345 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 0.23% | 0.25% |
#48
2
Prev: #46
|
0.6 | -4,494 | -2.4% |
P
S
|
180,262 | $104,043,621 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.23% | 0.23% |
#49
1
Prev: #50
|
0.6 | 8,718 | 4.2% |
P
S
|
215,691 | $103,359,127 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 | |||
|
SGOV
ISHARES TR
|
Bond/Debt | 0.22% | 0.20% |
#50
4
Prev: #54
|
2.1 | 116,781 | 13.3% |
P
S
|
992,541 | $99,909,177 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-05-05 |
Showing 1-50 of 1109 holdings