Wealthfront Advisers

Latest statistics and disclosures from Wealthfront Advisers's latest quarterly 13F-HR filing:

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Positions held by Wealthfront Advisers consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Wealthfront Advisers

Companies in the Wealthfront Advisers portfolio as of the June 2021 quarterly 13F filing

Wealthfront Advisers has 624 total positions. Only the first 250 positions are shown.

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 15.5 $3.3B +6% 63M 51.52
Vanguard Index Fds Total Stk Mkt (VTI) 11.9 $2.5B +5% 11M 222.82
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 11.4 $2.4B +7% 44M 54.31
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 8.3 $1.7B +13% 32M 55.30
Schwab Strategic Tr Intl Eqty Etf (SCHF) 6.8 $1.4B +8% 37M 39.45
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 5.5 $1.1B +6% 11M 104.27
Ishares Core Msci Emkt (IEMG) 4.8 $1.0B +4% 15M 66.99
Vanguard Specialized Funds Div App Etf (VIG) 4.5 $957M +2% 6.2M 154.79
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.2 $682M +11% 9.0M 75.62
Vanguard Index Fds Extend Mkt Etf (VXF) 3.0 $622M +2% 3.3M 188.59
Vanguard Index Fds Real Estate Etf (VNQ) 2.8 $586M 5.8M 101.79
Ishares Tr Iboxx Inv Cp Etf (LQD) 2.6 $540M +4% 4.0M 134.36
Ishares Tr Jpmorgan Usd Emg (EMB) 2.1 $433M +8% 3.9M 112.46
Spdr Ser Tr Nuveen Brc Munic (TFI) 1.6 $340M 6.5M 52.11

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Vanguard Index Fds Small Cp Etf (VB) 1.1 $231M +12% 1.0M 225.28
Microsoft Corporation (MSFT) 0.7 $150M +3% 553k 270.90
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.7 $138M 350k 393.52
Apple (AAPL) 0.7 $137M 1.0M 136.96
Vanguard World Fds Energy Etf (VDE) 0.6 $127M -3% 1.7M 75.89
Select Sector Spdr Tr Energy (XLE) 0.6 $125M 2.3M 53.87
Vanguard Index Fds Large Cap Etf (VV) 0.6 $124M 616k 200.75
Amazon (AMZN) 0.4 $94M +2% 27k 3440.17
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.4 $82M +3% 958k 85.89
Facebook Cl A (FB) 0.3 $59M +11% 168k 347.71
NVIDIA Corporation (NVDA) 0.2 $52M +15% 64k 800.10
Alphabet Cap Stk Cl A (GOOGL) 0.2 $46M +2% 19k 2441.79
Alphabet Cap Stk Cl C (GOOG) 0.2 $44M +2% 18k 2506.33
Paypal Holdings (PYPL) 0.1 $31M +13% 105k 291.48
JPMorgan Chase & Co. (JPM) 0.1 $28M 177k 155.54
Visa Com Cl A (V) 0.1 $26M +4% 111k 233.82
UnitedHealth (UNH) 0.1 $26M 65k 400.44
Schwab Strategic Tr Us Tips Etf (SCHP) 0.1 $25M +10% 397k 62.51
Adobe Systems Incorporated (ADBE) 0.1 $24M +21% 41k 585.65
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $23M +5% 82k 277.91
Home Depot (HD) 0.1 $23M 71k 318.90
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.1 $22M -9% 231k 95.07
Johnson & Johnson (JNJ) 0.1 $21M +3% 129k 164.74
Mastercard Incorporated Cl A (MA) 0.1 $21M 58k 365.08
Netflix (NFLX) 0.1 $21M 39k 528.21
Bank of America Corporation (BAC) 0.1 $20M +5% 496k 41.23
Procter & Gamble Company (PG) 0.1 $20M +8% 148k 134.93
Ishares Tr National Mun Etf (MUB) 0.1 $20M 166k 117.20
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $16M -5% 181k 89.96
Tesla Motors (TSLA) 0.1 $16M +75% 24k 679.72
Costco Wholesale Corporation (COST) 0.1 $16M +11% 39k 395.68
Walt Disney Company (DIS) 0.1 $15M -5% 86k 175.77
Texas Instruments Incorporated (TXN) 0.1 $15M +3% 77k 192.30
Accenture Plc Ireland Shs Class A (ACN) 0.1 $14M +2% 48k 294.78
Wal-Mart Stores (WMT) 0.1 $13M -2% 95k 141.02
Danaher Corporation (DHR) 0.1 $13M +9% 50k 268.35
Comcast Corp Cl A (CMCSA) 0.1 $13M +3% 226k 57.02
Target Corporation (TGT) 0.1 $13M +6% 53k 241.74
Exxon Mobil Corporation (XOM) 0.1 $13M +9% 199k 63.08
Eli Lilly & Co. (LLY) 0.1 $13M +6% 55k 229.52
McDonald's Corporation (MCD) 0.1 $12M +6% 53k 230.99
Verizon Communications (VZ) 0.1 $12M +10% 218k 56.03
Qualcomm (QCOM) 0.1 $12M 85k 142.93
Abbott Laboratories (ABT) 0.1 $12M -7% 103k 115.93
Pepsi (PEP) 0.1 $12M +9% 79k 148.17
Ark Etf Tr Innovation Etf (ARKK) 0.1 $12M NEW 89k 130.79
Occidental Petroleum Corporation (OXY) 0.1 $12M 369k 31.27
Abbvie (ABBV) 0.1 $12M +10% 102k 112.64
Nextera Energy (NEE) 0.1 $12M +7% 157k 73.28
Thermo Fisher Scientific (TMO) 0.1 $11M +2% 22k 504.46
Citigroup Com New (C) 0.1 $11M 153k 70.75
Nike CL B (NKE) 0.1 $11M 69k 154.50
salesforce (CRM) 0.1 $11M +42% 43k 244.26
Honeywell International (HON) 0.0 $10M +4% 47k 219.35
Charter Communications Inc N Cl A (CHTR) 0.0 $10M +2% 14k 721.46
Union Pacific Corporation (UNP) 0.0 $10M -2% 46k 219.93
Medtronic SHS (MDT) 0.0 $10M +2% 81k 124.13
Devon Energy Corporation (DVN) 0.0 $9.9M +6% 340k 29.19
Goldman Sachs (GS) 0.0 $9.8M +7% 26k 379.51
Chevron Corporation (CVX) 0.0 $9.7M +2% 93k 104.74
Schwab Strategic Tr Us Reit Etf (SCHH) 0.0 $9.7M 212k 45.79
Pfizer (PFE) 0.0 $9.5M +18% 243k 39.16
Morgan Stanley Com New (MS) 0.0 $9.5M +7% 104k 91.69
Lowe's Companies (LOW) 0.0 $9.5M 49k 193.96
Coca-Cola Company (KO) 0.0 $9.4M +12% 174k 54.11
BlackRock (BLK) 0.0 $9.4M +3% 11k 874.97
Bristol Myers Squibb (BMY) 0.0 $9.3M 140k 66.82
L Brands (LB) 0.0 $9.0M 126k 72.06
Philip Morris International (PM) 0.0 $8.9M +22% 90k 99.11
Cisco Systems (CSCO) 0.0 $8.8M +4% 167k 53.00
Merck & Co (MRK) 0.0 $8.8M -14% 113k 77.77
Oracle Corporation (ORCL) 0.0 $8.8M +2% 113k 77.84
Simon Property (SPG) 0.0 $8.8M +17% 67k 130.48
Us Bancorp Del Com New (USB) 0.0 $8.6M +2% 150k 56.97
Capital One Financial (COF) 0.0 $8.5M +9% 55k 154.69
Gap (GPS) 0.0 $8.4M 251k 33.65
Amgen (AMGN) 0.0 $8.2M -2% 34k 243.76
Invesco Exch Traded Fd Tr Ii Emrng Mkt Svrg (PCY) 0.0 $8.2M 298k 27.62
General Electric Company (GE) 0.0 $8.1M +13% 601k 13.46
Caterpillar (CAT) 0.0 $8.1M -2% 37k 217.62
At&t (T) 0.0 $8.0M +11% 278k 28.78
Huntington Bancshares Incorporated (HBAN) 0.0 $7.9M +4% 557k 14.27
Schlumberger Com Stk (SLB) 0.0 $7.9M 248k 32.01
Starbucks Corporation (SBUX) 0.0 $7.7M 69k 111.81
Wells Fargo & Company (WFC) 0.0 $7.7M +16% 169k 45.29
Citizens Financial (CFG) 0.0 $7.5M +7% 163k 45.87
Comerica Incorporated (CMA) 0.0 $7.4M 104k 71.34
American Express Company (AXP) 0.0 $7.3M +12% 44k 165.22
Intel Corporation (INTC) 0.0 $7.2M -18% 128k 56.14
Boeing Company (BA) 0.0 $7.2M +13% 30k 239.56
General Motors Company (GM) 0.0 $7.0M +5% 119k 59.17
Diamondback Energy (FANG) 0.0 $6.7M +7% 72k 93.89
Vanguard Malvern Fds Strm Infproidx (VTIP) 0.0 $6.7M +10% 127k 52.41
Broadcom (AVGO) 0.0 $6.6M 14k 476.81
United Parcel Service CL B (UPS) 0.0 $6.6M +8% 32k 207.96
Prudential Financial (PRU) 0.0 $6.5M +17% 64k 102.46
Square Cl A (SQ) 0.0 $6.5M +91% 27k 243.80
Kohl's Corporation (KSS) 0.0 $6.5M 118k 55.11
Servicenow (NOW) 0.0 $6.2M +69% 11k 549.51
Applied Materials (AMAT) 0.0 $6.2M +12% 44k 142.40
Advanced Micro Devices (AMD) 0.0 $6.2M +11% 66k 93.93
Raytheon Technologies Corp (RTX) 0.0 $6.2M +15% 72k 85.30
Intuit (INTU) 0.0 $6.2M +29% 13k 490.16
People's United Financial (PBCT) 0.0 $6.1M 359k 17.14
Zions Bancorporation (ZION) 0.0 $6.1M -5% 116k 52.86
International Business Machines (IBM) 0.0 $6.1M +19% 41k 146.60
Freeport-mcmoran CL B (FCX) 0.0 $5.9M 158k 37.11
FedEx Corporation (FDX) 0.0 $5.8M 20k 298.34
Valero Energy Corporation (VLO) 0.0 $5.8M +30% 74k 78.09
Key (KEY) 0.0 $5.7M +10% 276k 20.65
Marathon Oil Corporation (MRO) 0.0 $5.7M +6% 416k 13.62
Emerson Electric (EMR) 0.0 $5.5M +6% 57k 96.24
Colgate-Palmolive Company (CL) 0.0 $5.5M +21% 68k 81.35
Zoetis Cl A (ZTS) 0.0 $5.5M +27% 29k 186.36
Lam Research Corporation (LRCX) 0.0 $5.4M +10% 8.4k 650.70
Mondelez Intl Cl A (MDLZ) 0.0 $5.4M +8% 86k 62.44
Altria (MO) 0.0 $5.3M 112k 47.68
Ford Motor Company (F) 0.0 $5.3M +8% 355k 14.86
Marathon Petroleum Corp (MPC) 0.0 $5.2M +27% 87k 60.42
Ishares Tr Gl Clean Ene Etf (ICLN) 0.0 $5.2M NEW 221k 23.46
Gilead Sciences (GILD) 0.0 $5.1M +19% 75k 68.86
Fifth Third Ban (FITB) 0.0 $5.1M +15% 134k 38.23
Southern Company (SO) 0.0 $5.0M +14% 83k 60.51
Deere & Company (DE) 0.0 $5.0M +8% 14k 352.74
Kimco Realty Corporation (KIM) 0.0 $5.0M +7% 239k 20.85
Kraft Heinz (KHC) 0.0 $4.9M 121k 40.78
CVS Caremark Corporation (CVS) 0.0 $4.9M +35% 58k 83.44
Duke Energy Corp Com New (DUK) 0.0 $4.8M +44% 49k 98.72
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.0 $4.8M +430% 14k 354.46
Halliburton Company (HAL) 0.0 $4.8M +16% 206k 23.12
American Tower Reit (AMT) 0.0 $4.7M +17% 17k 270.16
MetLife (MET) 0.0 $4.6M +21% 77k 59.85
PNC Financial Services (PNC) 0.0 $4.6M +23% 24k 190.76
Carnival Corp Unit 99/99/9999 (CCL) 0.0 $4.6M +7% 174k 26.36
3M Company (MMM) 0.0 $4.5M 22k 198.62
Invesco SHS (IVZ) 0.0 $4.4M +3% 165k 26.73
American Airls (AAL) 0.0 $4.4M +5% 208k 21.21
Walgreen Boots Alliance (WBA) 0.0 $4.4M +3% 84k 52.61
Linde SHS (LIN) 0.0 $4.4M +13% 15k 289.08
Newmont Mining Corporation (NEM) 0.0 $4.4M +2% 69k 63.38
American Intl Group Com New (AIG) 0.0 $4.3M +5% 91k 47.60
Delta Air Lines Inc Del Com New (DAL) 0.0 $4.3M 100k 43.26
Regions Financial Corporation (RF) 0.0 $4.3M +8% 213k 20.18
S&p Global (SPGI) 0.0 $4.3M +16% 10k 410.47
Unum (UNM) 0.0 $4.2M -2% 149k 28.40
Truist Financial Corp equities (TFC) 0.0 $4.2M +13% 76k 55.50
Select Sector Spdr Tr Technology (XLK) 0.0 $4.1M NEW 28k 147.66
Dow (DOW) 0.0 $4.1M +4% 66k 63.28
Capri Holdings SHS (CPRI) 0.0 $4.1M 72k 57.19
Lockheed Martin Corporation (LMT) 0.0 $4.1M +3% 11k 378.37
Crown Castle Intl (CCI) 0.0 $4.0M +23% 21k 195.11
Progressive Corporation (PGR) 0.0 $4.0M +15% 41k 98.21
General Mills (GIS) 0.0 $3.9M 65k 60.93
Activision Blizzard (ATVI) 0.0 $3.8M +3% 40k 95.45
Hershey Company (HSY) 0.0 $3.8M +74% 22k 174.19
American Electric Power Company (AEP) 0.0 $3.8M +30% 45k 84.59
Discover Financial Services (DFS) 0.0 $3.8M +24% 32k 118.28
Biogen Idec (BIIB) 0.0 $3.7M +17% 11k 346.24
Vornado Rlty Tr Sh Ben Int (VNO) 0.0 $3.7M +31% 79k 46.67
Hldgs (UAL) 0.0 $3.6M +4% 69k 52.29
Marsh & McLennan Companies (MMC) 0.0 $3.6M +12% 26k 140.66
Xcel Energy (XEL) 0.0 $3.6M +41% 54k 65.88
Automatic Data Processing (ADP) 0.0 $3.5M +9% 18k 198.63
Dollar General (DG) 0.0 $3.5M +5% 16k 216.39
General Dynamics Corporation (GD) 0.0 $3.5M +11% 19k 188.28
Dupont De Nemours (DD) 0.0 $3.5M -6% 45k 77.41
Pvh Corporation (PVH) 0.0 $3.5M +4% 32k 107.59
Public Storage (PSA) 0.0 $3.5M +27% 12k 300.66
ConocoPhillips (COP) 0.0 $3.4M +9% 56k 60.91
Howmet Aerospace (HWM) 0.0 $3.4M +18% 100k 34.47
Kroger (KR) 0.0 $3.4M +8% 89k 38.31
Dominion Resources (D) 0.0 $3.4M +42% 46k 73.57
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.0 $3.4M +172% 8.0k 428.12
Waste Management (WM) 0.0 $3.4M +14% 24k 140.12
Kimberly-Clark Corporation (KMB) 0.0 $3.4M +29% 25k 133.77
Spdr Gold Tr Gold Shs (GLD) 0.0 $3.4M NEW 20k 165.64
Royal Caribbean Cruises (RCL) 0.0 $3.3M +9% 39k 85.27
Extra Space Storage (EXR) 0.0 $3.3M +11% 20k 163.82
Wec Energy Group (WEC) 0.0 $3.3M +53% 37k 88.94
Kinder Morgan (KMI) 0.0 $3.3M +6% 182k 18.23
Lyondellbasell Industries N Shs - A - (LYB) 0.0 $3.3M +2% 32k 102.88
Vanguard World Fds Inf Tech Etf (VGT) 0.0 $3.3M NEW 8.2k 398.81
Equinix (EQIX) 0.0 $3.3M +33% 4.1k 802.61
Tapestry (TPR) 0.0 $3.3M 75k 43.48
Principal Financial (PFG) 0.0 $3.3M +8% 52k 63.20
Apa Corporation (APA) 0.0 $3.3M -2% 151k 21.63
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ) 0.0 $3.2M NEW 57k 56.36
Paccar (PCAR) 0.0 $3.2M -11% 36k 89.24
Textron (TXT) 0.0 $3.2M +18% 46k 68.77
International Paper Company (IP) 0.0 $3.2M +7% 52k 61.31
Illinois Tool Works (ITW) 0.0 $3.2M +9% 14k 223.54
Synchrony Financial (SYF) 0.0 $3.2M +30% 65k 48.53
Church & Dwight (CHD) 0.0 $3.1M +3% 37k 85.21
Charles Schwab Corporation (SCHW) 0.0 $3.1M +20% 43k 72.80
Nov (NOV) 0.0 $3.1M +11% 202k 15.32
Becton, Dickinson and (BDX) 0.0 $3.1M +8% 13k 243.15
Macy's (M) 0.0 $3.1M 163k 18.96
Federal Rlty Invt Tr Sh Ben Int New (FRT) 0.0 $3.1M +315% 26k 117.15
Msci (MSCI) 0.0 $3.0M +14% 5.7k 533.10
Nortonlifelock (NLOK) 0.0 $3.0M -18% 111k 27.22
Oneok (OKE) 0.0 $3.0M +8% 54k 55.65
Smucker J M Com New (SJM) 0.0 $3.0M +5% 23k 129.59
Mosaic (MOS) 0.0 $3.0M 94k 31.91
M&T Bank Corporation (MTB) 0.0 $3.0M +7% 21k 145.31
CMS Energy Corporation (CMS) 0.0 $3.0M +51% 51k 59.08
Consolidated Edison (ED) 0.0 $3.0M +28% 42k 71.73
Baker Hughes Company Cl A (BKR) 0.0 $3.0M +38% 130k 22.87
Expeditors International of Washington (EXPD) 0.0 $3.0M +11% 24k 126.62
Ventas (VTR) 0.0 $3.0M -3% 52k 57.10
Kla Corp Com New (KLAC) 0.0 $3.0M 9.1k 324.18
Hollyfrontier Corp (HFC) 0.0 $2.9M -8% 89k 32.90
TransDigm Group Incorporated (TDG) 0.0 $2.9M 4.5k 647.21
Intuitive Surgical Com New (ISRG) 0.0 $2.9M +23% 3.2k 919.60
Metropcs Communications (TMUS) 0.0 $2.9M +17% 20k 144.84
Zoom Video Communications In Cl A (ZM) 0.0 $2.9M NEW 7.6k 387.01
Ihs Markit SHS (INFO) 0.0 $2.9M 26k 112.67
Lumen Technologies (LUMN) 0.0 $2.9M +86% 215k 13.59
Ishares Tr Esg Awr Msci Usa (ESGU) 0.0 $2.9M NEW 30k 98.48
Carrier Global Corporation (CARR) 0.0 $2.9M +22% 60k 48.60
Regency Centers Corporation (REG) 0.0 $2.9M +35% 45k 64.06
Lincoln National Corporation (LNC) 0.0 $2.9M -3% 46k 62.85
Hess (HES) 0.0 $2.8M +13% 33k 87.33
Anthem (ANTM) 0.0 $2.8M +18% 7.4k 381.85
Williams Companies (WMB) 0.0 $2.8M +9% 106k 26.55
Sl Green Realty (SLG) 0.0 $2.8M -13% 35k 79.99
Southwest Airlines (LUV) 0.0 $2.8M +13% 52k 53.09
Norwegian Cruise Line Hldg L SHS (NCLH) 0.0 $2.8M +8% 95k 29.41
Moody's Corporation (MCO) 0.0 $2.8M +11% 7.6k 362.42
Synopsys (SNPS) 0.0 $2.8M -20% 10k 275.79
Seagate Technology Hldngs Pl Ord Shs 0.0 $2.7M NEW 31k 87.94
Chipotle Mexican Grill (CMG) 0.0 $2.7M -9% 1.7k 1550.32
Clorox Company (CLX) 0.0 $2.7M -5% 15k 179.92
Eversource Energy (ES) 0.0 $2.7M +34% 33k 80.25
Agilent Technologies Inc C ommon (A) 0.0 $2.6M +15% 18k 147.82
Sealed Air (SEE) 0.0 $2.6M 44k 59.24
CSX Corporation (CSX) 0.0 $2.6M +187% 81k 32.08

Past Filings by Wealthfront Advisers

SEC 13F filings are viewable for Wealthfront Advisers going back to 2018