SEC holdings report of an institutional investment manager
What does Wealthfront Advisers LLC report holding?
Wealthfront Advisers LLC reported holdings of $52.04 billion on Form 13F for the quarter ended 30 June 2026, ranked 182nd of 8,857 managers by reported value. The report was filed on .
Reported value
Wealthfront Advisers LLC reported holdings of $52.04 billion on Form 13F for the quarter ended 30 June 2026, ranked 182nd of 8,857 managers by reported value.
In the quarter before, the quarter ended 31 March 2026, it reported $45.56 billion, so the value is up from then (+14.2%).
Its table has 1,119 entries, which make 1,119 positions when the lines of a security are summed.
The filing
Filed on for the quarter ended 30 June 2026; the manager is in Palo Alto, CA.
The SEC's accession number of the filing is 0002085853-26-000956. The filing is the manager's own. This page shows the value it states for its table and the lines of the table, summed.
As filed
Facts as filed with the SEC, and our arithmetic on them. Not investment advice.
Understanding the report of Wealthfront Advisers LLC
Where it stands today
Wealthfront Advisers LLC reported $52.0 billion for the quarter ended 30 June 2026, ranked 182nd of 8,857 managers.
Where do these numbers come from?
An institutional investment manager that holds 100 million dollars or more of the securities Form 13F covers files a report with the SEC every quarter. This page shows the report of Wealthfront Advisers LLC for the quarter ended 30 June 2026.
Read more
The rank counts every manager that filed a holdings report for the quarter, by the total value its table states, the largest first.
The numbers behind the chart
What are the largest holdings of Wealthfront Advisers LLC?25 positions
| Issuer, as filed | Class | Value | Share of its value | Shares | Change from 31 March 2026 |
|---|---|---|---|---|---|
| VANGUARD INDEX FDS | TOTAL STK MKT | $6.77B | 13% | 18.3M | +1.8% |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $4.15B | 8.0% | 58.2M | +0.9% |
| ISHARES INC | CORE MSCI EMKT | $3.36B | 6.5% | 40.6M | −0.2% |
| SCHWAB STRATEGIC TR | INTL EQTY ETF | $3.23B | 6.2% | 117M | +0.4% |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $2.78B | 5.3% | 46.5M | +1.3% |
| ISHARES TR | CORE S&P TTL STK | $2.46B | 4.7% | 15.0M | +4.3% |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $2.24B | 4.3% | 9.47M | +5.3% |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | $1.49B | 2.9% | 51.4M | −2.1% |
| ISHARES TR | IBOXX INV CP ETF | $1.36B | 2.6% | 12.4M | +15.8% |
| ISHARES TR | CORE DIV GRWTH | $1.34B | 2.6% | 17.7M | +1.8% |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | $1.32B | 2.5% | 26.1M | +4.7% |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $980M | 1.9% | 10.2M | +0.9% |
| SCHWAB STRATEGIC TR | US TIPS ETF | $935M | 1.8% | 35.3M | +3.1% |
| NVIDIA CORPORATION | COM | $881M | 1.7% | 4.40M | +0.8% |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $849M | 1.6% | 3.45M | +4.0% |
| VANGUARD INDEX FDS | [index name] ETF SHS | $607M | 1.2% | 883K | +2.6% |
| VANGUARD INDEX FDS | SMALL CP ETF | $520M | 1.00% | 1.72M | +1.1% |
| ISHARES TR | NATIONAL MUN ETF | $490M | 0.94% | 4.55M | +2.5% |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | $489M | 0.94% | 5.91M | −12.5% |
| APPLE INC | COM | $482M | 0.93% | 1.67M | +5.1% |
| ISHARES TR | ESG AWR MSCI USA | $450M | 0.86% | 2.75M | +3.8% |
| INVESCO EXCH TRADED FD TR II | CALIF AMT MUN | $429M | 0.82% | 17.5M | +0.4% |
| ISHARES TR | CALIF MUN BD ETF | $419M | 0.81% | 7.28M | +17.4% |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $400M | 0.77% | 12.6M | −1.5% |
| ALPHABET INC | CAP STK CL A | $313M | 0.60% | 875K | +3.3% |
The table scrolls sideways; the first column stays in place.
Which positions are new in the quarter ended 30 June 2026?10 positions, the largest first
| Issuer, as filed | Class | Value |
|---|---|---|
| HONEYWELL AEROSPACE INC | COM | $12.0M |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | $9.95M |
| HONEYWELL INTL INC | COM | $9.81M |
| CARNIVAL CORP LTD | COMMON SHARES | $4.18M |
| FEDEX FGHT HLDG CO INC | COMMON STOCK | $2.14M |
| VENTURE GLOBAL INC | COM CL A | $2.11M |
| DUPONT DE NEMOURS INC | COMMON STOCK | $1.96M |
| CARPENTER TECHNOLOGY CORP | COM | $0.59M |
| FLEX LTD | ORD | $0.57M |
| CASEYS GEN STORES INC | COM | $0.49M |
Which positions were sold out since the quarter ended 31 March 2026?10 positions, the largest first
| Issuer, as filed | Class | Value then |
|---|---|---|
| HONEYWELL INTL INC | COM | $20.1M |
| COTERRA ENERGY INC | COM | $5.80M |
| HOLOGIC INC | COM | $4.65M |
| CARNIVAL CORP | COMMON STOCK | $3.53M |
| DUPONT DE NEMOURS INC | COM | $1.82M |
| CHEMOURS CO | COM | $0.94M |
| MEDLINE INC | COM CL A | $0.47M |
| TRANSUNION | COM | $0.37M |
| THOMSON REUTERS CORP | COM | $0.34M |
| FLUTTER ENTMT PLC | SHS | $0.28M |
What did Wealthfront Advisers LLC report in each quarter?8 quarters
| Quarter ended | Filed | Value reported | Entries | Rank |
|---|---|---|---|---|
| $52.0B | 1,119 | 182 | ||
| $45.6B | 1,076 | 172 | ||
| $44.7B | 1,052 | 173 | ||
| $42.6B | 1,007 | 176 | ||
| $38.8B | 963 | 180 | ||
| $37.3B | 934 | 170 | ||
| $34.2B | 912 | 183 | ||
| $32.5B | 909 | 184 |
The table scrolls sideways; the first column stays in place.
What do these figures leave out, and where are they from?Limits and source
What this number cannot tell you
- A manager reports the value of its holdings on the last day of a quarter, within 45 days after it. A report that the manager amended is shown with the amendments applied.
- Values are as filed, in dollars. A manager that files a combination report includes the holdings of the managers it names, so the same holding can be in two reports.
- Only holdings that Form 13F covers are reported: US exchange-traded stocks and some funds, options and convertible bonds. Cash, most bonds and holdings abroad are not in a report.
- The table lists a position once for each security, class, and put or call: the lines of the manager's table are summed. A line for a put or call states the value of the shares the option covers, not what the option costs or is worth.
- A share is the value of a position as a part of the value of all the lines of the manager's table.
- Where a name as filed includes the trademarked name of a stock index, the page shows [index name] in its place.
- A position is new when the manager's table for the quarter before has no line for the security, and sold out when its table for this quarter has none. It says nothing about when a position was bought or sold: only the quarter ends are compared.
- A manager can ask the SEC to keep some of its holdings confidential for a time; those holdings are missing from its report until it discloses them.
Observed .
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