Wealthfront Advisers LLC

RIA/Wealth

Wealthfront Advisers LLC is a RIA/Wealth based in Palo Alto, CA led by Andrew Samuel Rachleff, managing $42.6B across 1,008 long positions as of Q3 2025 with 76% ETF concentration and 57% concentrated in top 10 holdings.

CEOAndrew Samuel Rachleff

Portfolio Value: $42.6B
Positions: 1,008
Top Holding: VTI at 13.76%
Last Reported: Q3 2025

Address261 Hamilton Ave., Palo Alto, CA, 94301, United States

Top Holdings

Largest long holdings in Wealthfront Advisers LLC's portfolio (56.9% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard Total Stock Market VTI	ETF ETF	$5.9B	13.76%	+$218.7M Bought	— 17.9M shares	Q4 2018 Held for 7 years
2 Vanguard FTSE Developed Markets VEA	ETF ETF	$3.5B	8.20%	+$105.2M Bought	— 58.3M shares	Q4 2018 Held for 7 years
3 Vanguard FTSE Emerging Markets VWO	ETF ETF	$2.6B	6.01%	+$97.0M Bought	— 47.3M shares	Q4 2018 Held for 7 years
4 Schwab International Equity SCHF	ETF ETF	$2.6B	6.01%	+$6.8M Bought	— 110.0M shares	Q4 2018 Held for 7 years
5 iShares Core MSCI Emerging Markets IEMG	ETF ETF	$2.5B	5.82%	-$47.0M Sold	— 37.6M shares	Q4 2018 Held for 7 years
6 Vanguard Dividend Appreciation VIG	Unknown Unknown	$2.1B	4.86%	+$108.4M Bought	— 9.6M shares	Q4 2022 Held for 3 years
7 iShares Core S&P Total U.S. Stock Market ITOT	ETF ETF	$1.5B	3.61%	-$1.6M Sold	— 10.6M shares	Q2 2022 Held for 3y 6m
8 Schwab U.S. Broad Market SCHB	ETF ETF	$1.4B	3.33%	-$32.5M Sold	— 55.1M shares	Q4 2018 Held for 7 years
9 iShares iBoxx $ Investment Grade Corporate Bond LQD	ETF ETF	$1.1B	2.65%	+$96.4M Bought	— 10.1M shares	Q4 2018 Held for 7 years
10 Vanguard Tax-Exempt Bond Index Fund VTEB	ETF ETF	$1.1B	2.62%	+$67.5M Bought	— 22.3M shares	Q4 2022 Held for 3 years

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Wealthfront Advisers LLC's latest filing

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Market Value

$42.6B

Prior: $38.8B

Q/Q Change

+9.7%

+$3.8B

Net Flows % of MV

+2.91%

Turnover Ratio

3.01%

New Purchases

38 stocks

$9.7M

Added To

588 stocks

+$1.9B

Sold Out Of

21 stocks

$39.2M

Reduced Holdings

354 stocks

-$621.6M

Increased Positions

Position	Shares Δ	Change
1 POWR PowerSecure International, Inc. POWR	New	0 → 35.2K +$883.9K
2 Oklo OKLO	New	0 → 7.9K +$877.9K
3 IonQ IONQ	New	0 → 11.7K +$721.0K
4 Compass COMP	New	0 → 65.3K +$524.6K
5 Rigetti Computing, Inc. RGTI	New	0 → 14.7K +$438.4K

Decreased Positions

Position	Shares Δ	Change
1 Walgreens Boots Alliance WBA	Sold	723.4K → 0 −$8.3M
2 Hess HES	Sold	54.1K → 0 −$7.5M
3 Royalty Pharma RPRX	Sold	202.3K → 0 −$7.3M
4 Brown-Forman Corporation BF.A	Sold	195.4K → 0 −$5.4M
5 Ansys ANSS	Sold	13.7K → 0 −$4.8M

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Analytics

Portfolio insights and performance metrics for Wealthfront Advisers LLC

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Sector Allocation

ETF

76.40%

Technology

6.30%

Financial Services

2.50%

Communication Services

1.90%

Consumer Cyclical

1.90%

Healthcare

1.40%

Industrials

1.30%

Consumer Defensive

1.00%

Utilities

0.70%

Energy

0.60%

Real Estate

0.40%

Basic Materials

0.30%

Market Cap Distribution

Mega Cap (> $200B)

10.62%

Large Cap ($10B - $200B)

7.57%

Mid Cap ($2B - $10B)

0.10%

Small Cap ($300M - $2B)

0.00%

Micro Cap ($50M - $300M)

0.00%

Nano Cap (< $50M)

0.04%

N/A (ETF or Unknown)

81.66%

Portfolio Concentration

Top 10 Holdings %

56.87%

Top 20 Holdings %

72.25%

Top 50 Holdings %

84.98%

Top 100 Holdings %

90.23%