AI Portfolio Summary
In 2025 Q4, Wealthfront Advisers LLC maintained a portfolio of 1077 distinct positions. The most significant new addition to the portfolio was VANGUARD WHITEHALL F, which now represents 0.41% of the total fund value. They heavily accumulated shares in VANGUARD INDEX FDS, increasing their position by 0.9%. The fund also reduced its exposure to INVESCO QQQ TR by 18.6%.
Total Positions
1077
Quarter
2025 Q4
Top Holding
VTI (13.5%)
Top 10 Concentration
56.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 1077
| 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 | 13.51% | 13.76% |
#1
Prev: #1
|
6.5 | 163,272 | 0.9% |
P
S
|
18,025,283 | $6,043,336,548 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VEA
VANGUARD TAX-MA...
|
ETF | 8.19% | 8.20% |
#2
Prev: #2
|
5.3 | 375,614 | 0.6% |
P
S
|
58,685,582 | $3,666,088,292 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHF
SCHWAB STRATEGI...
|
Bond/Debt | 5.99% | 6.01% |
#3
1
Prev: #4
|
3.9 | 1,497,065 | 1.4% |
P
S
|
111,479,482 | $2,679,966,753 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IEMG
ISHARES INC
|
ETF | 5.84% | 5.82% |
#4
1
Prev: #5
|
3.3 | 1,258,756 | 3.3% |
P
S
|
38,895,734 | $2,614,571,239 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VWO
VANGUARD INTL E...
|
ETF | 5.70% | 6.01% |
#5
2
Prev: #3
|
3.3 | 130,947 | 0.3% |
P
S
|
47,401,085 | $2,548,282,303 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 4.85% | 4.86% |
#6
Prev: #6
|
2.4 | 287,085 | 3.0% |
P
S
|
9,879,191 | $2,171,248,601 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ITOT
ISHARES TR
|
ETF | 3.86% | 3.61% |
#7
Prev: #7
|
3.5 | 1,056,024 | 10.0% |
P
S
|
11,612,076 | $1,726,599,580 | 2022 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHB
SCHWAB STRATEGI...
|
ETF | 3.14% | 3.33% |
#8
Prev: #8
|
1.8 | -1,533,696 | -2.8% |
P
S
|
53,564,291 | $1,404,991,353 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VTEB
VANGUARD MUN BD...
|
ETF | 2.71% | 2.62% |
#9
1
Prev: #10
|
3.1 | 1,889,400 | 8.5% |
P
S
|
24,153,510 | $1,214,679,994 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
LQD
ISHARES TR
|
ETF | 2.70% | 2.65% |
#10
1
Prev: #9
|
3.1 | 832,469 | 8.2% |
P
S
|
10,951,554 | $1,206,751,776 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
DGRO
ISHARES TR
|
Warrant | 2.16% | 2.13% |
#11
1
Prev: #12
|
1.4 | 628,342 | 4.7% |
P
S
|
13,931,233 | $967,106,195 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHP
SCHWAB STRATEGI...
|
ETF | 2.04% | 2.26% |
#12
1
Prev: #11
|
1.3 | -1,155,114 | -3.2% |
P
S
|
34,533,133 | $914,782,685 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VNQ
VANGUARD INDEX ...
|
ETF | 1.99% | 2.01% |
#13
Prev: #13
|
2.8 | 695,474 | 7.4% |
P
S
|
10,039,327 | $888,380,026 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 1.79% | 1.85% |
#14
Prev: #14
|
1.2 | 59,517 | 1.4% |
P
S
|
4,287,362 | $799,593,038 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VXF
VANGUARD INDEX ...
|
ETF | 1.59% | 1.68% |
#15
Prev: #15
|
1.1 | -14,591 | -0.4% |
P
S
|
3,395,096 | $709,982,402 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MUB
ISHARES TR
|
ETF | 1.17% | 1.26% |
#16
Prev: #16
|
1.0 | -138,765 | -2.8% |
P
S
|
4,900,255 | $524,866,313 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VOO
VANGUARD INDEX ...
|
ETF | 1.14% | 1.14% |
#17
Prev: #17
|
1.0 | 21,948 | 2.8% |
P
S
|
812,030 | $509,248,374 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VCIT
VANGUARD SCOTTS...
|
Bond/Debt | 1.03% | 1.00% |
#18
2
Prev: #20
|
2.4 | 449,017 | 8.9% |
P
S
|
5,510,729 | $461,523,554 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PWZ
INVESCO EXCH TR...
|
Unknown | 1.00% | 1.06% |
#19
1
Prev: #18
|
0.9 | -470,677 | -2.5% |
P
S
|
18,435,141 | $445,393,007 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AAPL
APPLE INC
|
Technology | 0.96% | 0.88% |
#20
2
Prev: #22
|
2.4 | 102,111 | 6.9% |
P
S
|
1,576,668 | $428,632,962 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
MSFT
MICROSOFT CORP
|
Technology | 0.91% | 1.00% |
#21
2
Prev: #19
|
0.9 | 20,748 | 2.5% |
P
S
|
844,366 | $408,352,285 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VB
VANGUARD INDEX ...
|
ETF | 0.90% | 0.89% |
#22
1
Prev: #21
|
0.9 | 70,349 | 4.7% |
P
S
|
1,567,975 | $404,459,151 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ESGU
ISHARES TR
|
ETF | 0.86% | 0.85% |
#23
Prev: #23
|
0.8 | 90,420 | 3.6% |
P
S
|
2,591,308 | $386,053,066 | 2021 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SCHD
SCHWAB STRATEGI...
|
ETF | 0.79% | 0.84% |
#24
Prev: #24
|
0.8 | -281,404 | -2.1% |
P
S
|
12,887,457 | $353,502,946 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
CMF
ISHARES TR
|
ETF | 0.66% | 0.53% |
#25
3
Prev: #28
|
2.8 | 1,151,376 | 29.1% |
P
S
|
5,109,731 | $293,605,143 | 2022 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 0.62% | 0.59% |
#26
1
Prev: #25
|
0.7 | 50,213 | 4.4% |
P
S
|
1,195,364 | $275,913,918 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.56% | 0.43% |
#27
5
Prev: #32
|
2.2 | 57,606 | 7.7% |
P
S
|
805,215 | $252,032,189 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VV
VANGUARD INDEX ...
|
ETF | 0.50% | 0.54% |
#28
1
Prev: #27
|
0.7 | -23,962 | -3.2% |
P
S
|
717,802 | $225,964,070 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.49% | 0.55% |
#29
3
Prev: #26
|
0.7 | 15,220 | 4.8% |
P
S
|
334,651 | $220,899,779 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AVGO
BROADCOM INC
|
Technology | 0.47% | 0.45% |
#30
1
Prev: #31
|
2.2 | 29,867 | 5.1% |
P
S
|
612,521 | $211,993,518 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ESGV
VANGUARD WORLD ...
|
ETF | 0.43% | 0.42% |
#31
2
Prev: #33
|
2.2 | 77,842 | 5.2% |
P
S
|
1,575,578 | $190,581,915 | 2021 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.42% | 0.32% |
#32
4
Prev: #36
|
2.2 | 33,414 | 5.9% |
P
S
|
599,071 | $187,988,480 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 0.41% | 0.41% |
#33
1
Prev: #34
|
0.7 | 14,419 | 3.7% |
P
S
|
408,545 | $183,730,780 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VWOB
VANGUARD WHITEH...
|
ETF | 0.41% | — |
#34
Prev: #—
|
3.7 | 2,718,619 | no change |
NEW
|
2,718,619 | $183,316,505 | 2024 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VTIP
VANGUARD MALVER...
|
ETF | 0.40% | 0.09% |
#35
45
Prev: #80
|
3.2 | 2,900,809 | 396.0% |
P
S
|
3,633,423 | $179,709,079 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SHV
ISHARES TR
|
ETF | 0.40% | 0.51% |
#36
7
Prev: #29
|
0.7 | -343,212 | -17.5% |
P
S
|
1,617,465 | $178,163,770 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SPY
SPDR S&P 500 ET...
|
ETF | 0.38% | 0.37% |
#37
2
Prev: #35
|
0.7 | 7,001 | 2.9% |
P
S
|
246,715 | $168,240,183 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FLRN
SPDR SERIES TRU...
|
ETF | 0.34% | 0.30% |
#38
1
Prev: #39
|
2.6 | 848,337 | 20.8% |
P
S
|
4,935,059 | $151,654,363 | 2022 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
GBIL
GOLDMAN SACHS E...
|
ETF | 0.29% | 0.17% |
#39
15
Prev: #54
|
3.1 | 617,174 | 87.9% |
P
S
|
1,319,398 | $131,860,636 | 2021 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BND
VANGUARD BD IND...
|
ETF | 0.29% | 0.29% |
#40
Prev: #40
|
2.1 | 85,128 | 5.1% |
P
S
|
1,753,658 | $129,893,448 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.28% | 0.20% |
#41
11
Prev: #52
|
0.6 | 4,662 | 4.2% |
P
S
|
115,280 | $123,889,110 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
FLTR
VANECK ETF TRUS...
|
ETF | 0.27% | 0.30% |
#42
4
Prev: #38
|
0.6 | -187,687 | -3.8% |
P
S
|
4,748,728 | $120,997,589 | 2022 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
SHYG
ISHARES TR
|
ETF | 0.27% | 0.27% |
#43
2
Prev: #41
|
2.1 | 182,964 | 7.0% |
P
S
|
2,813,101 | $120,597,640 | 2023 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ESGD
ISHARES TR
|
ETF | 0.27% | 0.26% |
#44
Prev: #44
|
2.1 | 78,247 | 6.7% |
P
S
|
1,247,288 | $118,604,616 | 2021 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.26% | 0.27% |
#45
3
Prev: #42
|
0.6 | 1,879 | 0.5% |
P
S
|
359,778 | $115,927,667 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 0.25% | 0.32% |
#46
9
Prev: #37
|
0.6 | -42,109 | -18.6% |
P
S
|
184,756 | $113,497,458 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
ESGE
ISHARES INC
|
ETF | 0.25% | 0.25% |
#47
2
Prev: #45
|
0.6 | 70,663 | 2.8% |
P
S
|
2,568,072 | $113,431,740 | 2021 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
XLE
SELECT SECTOR S...
|
Unknown | 0.25% | 0.26% |
#48
5
Prev: #43
|
3.1 | 1,231,371 | 100.7% |
P
S
|
2,454,566 | $109,743,646 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
VDE
VANGUARD WORLD ...
|
ETF | 0.24% | 0.25% |
#49
3
Prev: #46
|
0.6 | -17,247 | -2.0% |
P
S
|
835,630 | $105,222,530 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.23% | 0.24% |
#50
3
Prev: #47
|
0.6 | 5,112 | 2.5% |
P
S
|
206,973 | $104,034,978 | 2018 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-50 of 1077 holdings