1y return+18.4%S&P 500 +20.9%
3y return+48.1%S&P 500 +68.5%
5y return+34.9%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since December 31, 2018: $197 against $299 in the S&P 500.2
Wealthfront Advisers LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| VTIVanguard Index Fds | $6.8B | 13.0% | +1.8% |
| VEAVanguard Tax-managed Fds | $4.1B | 8.0% | |
| IEMGIshares Inc | $3.4B | 6.5% | |
| SCHFSchwab Strategic Tr | $3.2B | 6.2% | |
| VWOVanguard Intl Equity Index F | $2.8B | 5.3% | +1.3% |
| ITOTIshares Tr | $2.5B | 4.7% | +4.3% |
| VIGVanguard Specialized Funds | $2.2B | 4.3% | +5.3% |
| SCHBSchwab Strategic Tr | $1.5B | 2.9% | −2.1% |
| LQDIshares Tr | $1.4B | 2.6% | +15.8% |
| DGROIshares Tr | $1.3B | 2.6% | +1.8% |
| VTEBVanguard Mun Bd Fds | $1.3B | 2.5% | +4.7% |
| VNQVanguard Index Fds | $980.1M | 1.9% | |
| SCHPSchwab Strategic Tr | $935.3M | 1.8% | +3.1% |
| NVDANvidia Corporation | $880.6M | 1.7% | |
| VXFVanguard Index Fds | $849.5M | 1.6% | +4.0% |
| VOOVanguard Index Fds | $606.7M | 1.2% | +2.6% |
| VBVanguard Index Fds | $519.9M | 1.0% | +1.1% |
| MUBIshares Tr | $489.9M | 0.9% | +2.5% |
| VCITVanguard Scottsdale Fds | $488.8M | 0.9% | −12.5% |
| AAPLApple Inc | $482.4M | 0.9% | +5.1% |
| ESGUIshares Tr | $449.8M | 0.9% | +3.8% |
| PWZInvesco Exch Traded Fd Tr II | $428.5M | 0.8% | |
| CMFIshares Tr | $419.4M | 0.8% | +17.4% |
| SCHDSchwab Strategic Tr | $400.2M | 0.8% | −1.5% |
| GOOGLAlphabet Inc | $312.6M | 0.6% | +3.3% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2020 | +2006.7% | $880.6M |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $247.2M |
| AMDAdvanced Micro Devices Inc | June 30, 2020 | +1004.1% | $193.1M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $312.6M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $231.5M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $482.4M |
| METAMeta Platforms Inc | June 30, 2020 | +148.1% | $189.6M |
| VOOVanguard Index Fds | June 30, 2020 | +142.3% | $606.7M |
| SPYState Str Spdr S&p 500 Etf T | June 30, 2020 | +142.2% | $174.0M |
| VVVanguard Index Fds | June 30, 2020 | +140.5% | $252.5M |
Sold off last quarter
- Honeywell Intl IncCUSIP 438516106 was $20.1M
- CTRACoterra Energy Inc was $5.8M
- Hologic IncCUSIP 436440101 was $4.6M
- Carnival CorpCUSIP 143658300 was $3.5M
- Dupont De Nemours IncCUSIP 26614N102 was $1.8M
- CCChemours Co was $938K
- MDLNMedline Inc was $471K
- TRUTransunion was $365K
- Thomson Reuters CorpCUSIP 884903808 was $343K
- Flutter Entmt PLCCUSIP G3643J108 was $284K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.9% | +14.8% |
| March 31, 2026 | −1.2% | −4.6% |
| December 31, 2025 | +1.5% | +2.4% |
| September 30, 2025 | +6.5% | +7.8% |
| June 30, 2025 | +8.2% | +10.5% |
| March 31, 2025 | −0.9% | −4.6% |
| December 31, 2024 | −2.3% | +2.1% |
| September 30, 2024 | +6.1% | +5.4% |
| June 30, 2024 | +1.3% | +4.0% |
| March 31, 2024 | +5.9% | +10.0% |
| December 31, 2023 | +9.2% | +11.2% |
| September 30, 2023 | −3.9% | −3.6% |
| June 30, 2023 | +3.8% | +8.3% |
| March 31, 2023 | +4.7% | +7.0% |
| December 31, 2022 | +8.2% | +7.1% |
| September 30, 2022 | −7.3% | −5.3% |
| June 30, 2022 | −13.4% | −16.5% |
| March 31, 2022 | −5.4% | −4.9% |
| December 31, 2021 | +4.2% | +10.7% |
| September 30, 2021 | −2.2% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Wealthfront Advisers LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1763921&type=13F-HR&dateb=&owner=include&count=40CIK 1763921
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1763921/000208585326000956/Filed August 7, 2026 · accession 0002085853-26-000956