Wealthfront Advisers LLC
Filing Date
Global Rank
#334
/ 8,232
▲ 36
Top Industry
Semiconductors
14.6%
3Y Alpha vs SPY
-1.9%
Period ended 2 months ago
Filed May 5, 2026 · 40d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+68.5%
SPY
+76.3%
Annualised alpha
-1.8%
Max drawdown
−19.2%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
712 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
8.7%
−0.5 pts
Top 5
22.4%
−2.7 pts
Top 10
31.8%
−3.8 pts
HHI
167
Diversified−29
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 30.3% | $2,635,510,971 |
| Financial Services | 12.0% | $1,048,897,982 |
| Consumer Cyclical | 9.0% | $786,651,015 |
| Industrials | 8.2% | $718,566,768 |
| Healthcare | 8.2% | $711,768,751 |
| Communication Services | 7.9% | $692,505,859 |
| Unclassified | 6.2% | $541,150,665 |
| Consumer Defensive | 6.0% | $521,105,975 |
| Energy | 4.4% | $381,213,511 |
| Utilities | 3.7% | $326,415,355 |
| Real Estate | 2.2% | $194,422,474 |
| Basic Materials | 1.8% | $152,792,579 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ETHA | iShares Ethereum Trust ETF | +366,092 | 1,227,230 | $19,427,050 | |
| IBIT | iShares Bitcoin Trust ETF | +344,030 | 1,460,531 | $56,113,601 | |
| SNAP | Snap Inc | +294,048 | 372,961 | $1,715,620 | |
| OWL | Blue Owl Capital Inc. | +208,331 | 288,826 | $2,636,981 | |
| INTC | Intel Corp | +146,794 | 590,059 | $26,039,303 | |
| PFE | Pfizer Inc | +134,523 | 824,349 | $23,147,719 | |
| CMCSA | Comcast Corp | +132,669 | 283,128 | $8,128,604 | |
| T | At&T Inc. | +122,558 | 1,524,157 | $44,185,311 | |
| GLDM | World Gold Trust | +104,667 | 458,522 | $42,500,404 | |
| INVH | Invitation Homes Inc. | +98,268 | 112,174 | $2,787,523 | |
| ALIT | Alight, Inc. / Delaware | +76,947 | 126,650 | $73,836 | |
| NVDA | Nvidia Corp | +76,404 | 4,363,766 | $761,040,790 | |
| LUV | Southwest Airlines Co | +75,260 | 107,577 | $4,041,667 | |
| RKLB | Rocket Lab Corp | +73,867 | 191,529 | $12,299,992 | |
| BMY | Bristol Myers Squibb Co | +72,630 | 427,748 | $25,942,916 | |
| HPQ | Hp Inc | +69,503 | 214,536 | $4,121,236 | |
| PPL | PPL Corp | +64,023 | 300,722 | $11,487,580 | |
| PAYX | Paychex Inc | +62,437 | 87,924 | $8,099,558 | |
| DOW | Dow Inc. | +62,261 | 278,988 | $11,619,850 | |
| KMB | Kimberly Clark Corp | +59,338 | 218,372 | $21,066,346 | |
| SLV | iShares Silver Trust | +57,070 | 375,833 | $25,609,260 | |
| KHC | Kraft Heinz Co | +56,506 | 322,124 | $7,244,568 | |
| GIS | General Mills Inc | +55,345 | 389,260 | $14,488,257 | |
| DG | Dollar General Corp | +54,156 | 156,346 | $18,562,960 | |
| MRK | Merck & Co., Inc. | +54,035 | 311,279 | $37,443,750 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| HRL | Hormel Foods Corp /De/ | −628,544 | 61,097 | $1,383,847 | |
| BBY | Best Buy Co Inc | −60,468 | 27,997 | $1,797,407 | |
| MSFT | Microsoft Corp | −60,247 | 784,119 | $290,257,330 | |
| MOH | Molina Healthcare, Inc. | −53,156 | 3,942 | $525,468 | |
| ABT | Abbott Laboratories | −45,803 | 117,993 | $12,114,341 | |
| NKE | NIKE, Inc. | −38,447 | 56,736 | $2,996,795 | |
| CNC | Centene Corp | −36,716 | 290,225 | $9,501,966 | |
| KDP | Keurig Dr Pepper Inc. | −32,634 | 156,228 | $4,113,483 | |
| SSNC | SS&C Technologies Holdings Inc | −31,094 | 14,253 | $963,075 | |
| CVS | CVS HEALTH Corp | −30,784 | 181,517 | $13,036,550 | |
| CI | Cigna Group | −28,861 | 18,800 | $5,014,900 | |
| KKR | KKR & Co. Inc. | −28,725 | 28,874 | $2,670,845 | |
| HBAN | Huntington Bancshares Inc /Md/ | −27,874 | 503,448 | $7,878,961 | |
| BXP | BXP, Inc. | −27,488 | 14,890 | $772,791 | |
| BSX | Boston Scientific Corp | −27,180 | 99,104 | $6,218,776 | |
| CTSH | Cognizant Technology Solutions Corp | −26,693 | 31,741 | $1,947,310 | |
| CCI | Crown Castle Inc. | −25,062 | 143,921 | $11,702,216 | |
| RR | Richtech Robotics Inc. | −22,443 | 36,869 | $77,056 | |
| PINS | Pinterest, Inc. | −21,055 | 22,317 | $409,293 | |
| RBLX | Roblox Corp | −20,214 | 28,553 | $1,614,957 | |
| MDLZ | Mondelez International, Inc. | −19,843 | 196,980 | $11,353,927 | |
| MET | Metlife Inc | −19,732 | 61,147 | $4,324,315 | |
| INTU | Intuit Inc. | −19,487 | 24,858 | $10,748,102 | |
| NWSA | News Corp | −18,122 | 33,497 | $835,080 | |
| ETHE | Grayscale Ethereum Staking ETF | −15,881 | 272,314 | $4,648,399 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| MELI | Mercadolibre Inc | 396 | $684,691 | |
| SUNB | Sunbelt Rentals Holdings, Inc. | 10,473 | $681,687 | |
| AEM | Agnico Eagle Mines Ltd | 2,387 | $484,513 | |
| MDLN | Medline Inc. | 10,574 | $470,543 | |
| SCCO | Southern Copper Corp/ | 2,431 | $418,277 | |
| AAOI | Applied Optoelectronics, Inc. | 4,663 | $394,443 | |
| ARM | Arm Holdings PLC /Uk | 2,602 | $393,630 | |
| AVAV | AeroVironment Inc | 1,647 | $301,483 | |
| FLUT | Flutter Entertainment plc | 2,789 | $284,338 | |
| FIG | Figma, Inc. | 13,285 | $280,844 | |
| GNRC | Generac Holdings Inc. | 1,389 | $271,313 | |
| STRL | Sterling Infrastructure, Inc. | 656 | $267,169 | |
| BEN | Franklin Resources Inc | 11,028 | $260,481 | |
| BETA | BETA Technologies, Inc. | 17,458 | $256,632 | |
| UI | Ubiquiti Inc. | 306 | $241,828 | |
| BMNR | Bitmine Immersion Technologies, Inc. | 12,211 | $241,533 | |
| AZN | Astrazeneca PLC | 1,171 | $230,944 | |
| PNW | Pinnacle West Capital Corp | 2,194 | $221,045 | |
| MTZ | Mastec Inc | 685 | $220,391 | |
| AMKR | Amkor Technology, Inc. | 4,890 | $220,196 | |
| FRT | Federal Realty Investment Trust | 2,056 | $218,367 | |
| BWXT | BWX Technologies, Inc. | 1,067 | $218,190 | |
| CHWY | Chewy, Inc. | 8,050 | $217,350 | |
| BABA | Alibaba Group Holding Ltd | 1,698 | $213,031 | |
| ALMU | Aeluma, Inc. | 16,217 | $212,280 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
22 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| FUBO | FuboTV Inc. | 93,519 | $2,828,014 | |
| WMG | Warner Music Group Corp. | 62,811 | $1,926,413 | |
| BAX | Baxter International Inc | 33,171 | $633,897 | |
| EXAS | EXACT SCIENCES CORP | 4,680 | $475,300 | |
| HOG | Harley-Davidson, Inc. | 21,452 | $439,551 | |
| UPST | Upstart Holdings, Inc. | 8,032 | $351,239 | |
| CROX | Crocs, Inc. | 4,020 | $343,790 | |
| BSY | Bentley Systems Inc | 8,412 | $321,043 | |
| EPAM | EPAM Systems, Inc. | 1,345 | $275,563 | |
| CRCL | Circle Internet Group, Inc. | 3,428 | $271,840 | |
| BLDR | Builders FirstSource, Inc. | 2,500 | $257,225 | |
| MANH | Manhattan Associates Inc | 1,351 | $234,141 | |
| RUN | Sunrun Inc. | 12,365 | $227,516 | |
| AN | Autonation, Inc. | 1,000 | $206,480 | |
| SGI | Somnigroup International Inc. | 2,249 | $200,790 | |
| POOL | Pool Corp | 876 | $200,385 | |
| CLSK | Cleanspark, Inc. | 18,994 | $192,219 | |
| BYND | Beyond Meat, Inc. | 131,429 | $107,771 | |
| UAA | Under Armour, Inc. | 19,488 | $96,855 | |
| TE | T1 Energy Inc. | 12,350 | $82,498 | |
| BZAI | Blaize Holdings, Inc. | 10,326 | $20,135 | |
| DVLT | Datavault AI Inc. | 15,944 | $10,363 | |
| No positions match the current search. | ||||
712 positions ·
$8,711,001,905 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 712 positions by value
· page 1 of 15
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
Added | 4,363,766 | $761,040,790 | 8.74% | |
| AAPL |
Apple Inc.
Technology
|
Added | 1,586,612 | $402,666,259 | 4.62% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 784,119 | $290,257,330 | 3.33% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 1,230,756 | $256,329,552 | 2.94% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 846,668 | $243,467,850 | 2.79% | |
| AVGO |
Broadcom Inc.
Technology
|
Added | 635,173 | $196,592,395 | 2.26% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Added | 336,576 | $192,565,226 | 2.21% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 244,508 | $159,013,332 | 1.83% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 422,436 | $157,040,583 | 1.80% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 369,745 | $108,764,189 | 1.25% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 117,458 | $108,034,344 | 1.24% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 180,262 | $104,043,621 | 1.19% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 215,691 | $103,359,127 | 1.19% | |
| XOM |
Exxon Mobil Corp
Energy
|
Added | 500,455 | $84,907,195 | 0.97% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 345,011 | $84,334,488 | 0.97% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
Added | 564,361 | $82,554,727 | 0.95% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 641,515 | $79,727,484 | 0.92% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 797,815 | $76,709,912 | 0.88% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 66,236 | $65,999,537 | 0.76% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 320,629 | $65,225,557 | 0.75% | |
| V |
Visa Inc.
Financial Services
|
Added | 195,150 | $58,982,136 | 0.68% | |
| IBIT |
iShares Bitcoin Trust ETF
|
Added | 1,460,531 | $56,113,601 | 0.64% | |
| MU |
Micron Technology Inc
Technology
|
Added | 164,821 | $55,683,126 | 0.64% | |
| GLD |
Spdr Gold Trust
|
Reduced | 125,903 | $54,174,801 | 0.62% | |
| MA |
Mastercard Inc
Financial Services
|
Added | 108,039 | $53,982,766 | 0.62% | |
| CAT |
Caterpillar Inc
Industrials
|
Added | 74,764 | $52,967,303 | 0.61% | |
| CVX |
Chevron Corp
Energy
|
Added | 239,405 | $49,532,894 | 0.57% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Reduced | 927,086 | $45,195,442 | 0.52% | |
| GE |
General Electric Co
Industrials
|
Added | 158,018 | $44,840,767 | 0.51% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Added | 130,582 | $44,631,621 | 0.51% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 52,333 | $44,273,194 | 0.51% | |
| T |
At&T Inc.
Communication Services
|
Added | 1,524,157 | $44,185,311 | 0.51% | |
| GLDM |
World Gold Trust
|
Added | 458,522 | $42,500,404 | 0.49% | |
| GLTR |
abrdn Precious Metals Basket ETF Trust
|
Added | 185,979 | $40,677,326 | 0.47% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Added | 260,715 | $40,486,432 | 0.46% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 122,119 | $40,163,717 | 0.46% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 182,934 | $39,786,315 | 0.46% | |
| LRCX |
Lam Research Corp
Technology
|
Added | 186,183 | $39,779,859 | 0.46% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Added | 311,279 | $37,443,750 | 0.43% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 249,968 | $36,105,377 | 0.41% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 464,919 | $35,357,089 | 0.41% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Added | 452,493 | $35,108,931 | 0.40% | |
| GEV |
GE Vernova Inc.
Industrials
|
Added | 39,606 | $34,572,077 | 0.40% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
Added | 244,488 | $34,074,292 | 0.39% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Reduced | 422,133 | $33,606,008 | 0.39% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 667,727 | $33,519,895 | 0.38% | |
| PM |
Philip Morris International Inc.
Consumer Defensive
|
Added | 199,970 | $33,063,039 | 0.38% | |
| ORCL |
Oracle Corp
Technology
|
Added | 223,079 | $32,817,151 | 0.38% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 134,147 | $32,515,891 | 0.37% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Added | 203,603 | $32,515,399 | 0.37% |