Wealthfront Advisers LLC

Q2 2025 13F-HR Holdings

Location
Palo Alto, CA
Holdings as of
6/30/2025
Date filed
7/31/2025
Form type
13F-HR
Num holdings
963
Total value ($000)
$38,830,846
Net value change ($000)
+1,579,440 (4.2%)
New positions
54
Sold out positions
25
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/2/2025 Next filing: 11/6/2025 SEC filing

Snapshot: Change Analysis

Compared to Q1 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VTI 836,657 19.1%
VIG 385,418 26.1%
SCHWAB STRATEGIC TRUST 351,947 17.0%
NVDA 209,984 47.0%
VWO 193,697 9.4%
IEMG 176,906 8.3%
VCIT 168,796 71.8%
VEA 155,509 5.1%
MSFT 120,614 43.2%
PWZ 117,202 3339.1%
Top Reduces (Value $000, Stocks/ETFs)
DGRO -2,218,465 -72.3%
MUB -143,994 -20.3%
VTEB -111,767 -9.8%
FLRN -71,625 -40.9%
LQD -44,222 -4.2%
AAPL -37,671 -11.7%
SCHD -32,812 -8.4%
UNH -23,146 -54.2%
CMF -21,761 -4.3%
SHY -19,859 -21.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type