WEALTHFRONT ADVISERS LLC
Q2 2026 Form 13-F
PALO ALTO, CALIFORNIA
CIK 0001763921
· CRD 148456
· SEC-registered investment adviser
$52.0B Reported Value Total
WEALTHFRONT ADVISERS LLC reports 687,493 total accounts under management (AUM). There are 618,466 discretionary accounts valued at $46,031,854,707, and 69,027 non-discretionary accounts valued at $1,695,996,088.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Source: Form ADV filed 2026-10-15
Reported value
$52.0B
Quarter over quarter
+11.5%
Holdings
1,119
Top-10 concentration
56.1%
Key People
Form ADV owners & control persons
David Fortunato
CHIEF EXECUTIVE OFFICER
Alan Dean Imberman
CHIEF FINANCIAL OFFICER
Lauren D Lin
SECRETARY
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13F Metrics
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Q2 2026 13F record
Q2 2026 13F filing summary
| Period of report | June 30, 2026 |
|---|---|
| Filed | August 07, 2026 |
| Form | 13F-HR |
| Reported value | $52.0B |
| Positions | 1,119 |
| Change in reported value | +14.2% |
| New positions | 66 |
| Exited positions | 23 |
| Position turnover | 7.8% |
| Top-10 concentration | 56.1% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 7, 2026
|
1,119 | $52.0B |
|
Q1 2026 13F
Filed May 5, 2026
|
1,076 | $45.6B |
|
Q4 2025 13F
Filed Jan 30, 2026
|
1,052 | $44.7B |
|
Q3 2025 13F
Filed Nov 6, 2025
|
1,007 | $42.6B |
|
Q2 2025 13F
Filed Jul 31, 2025
|
963 | $38.8B |
|
Q1 2025 13F
Filed May 2, 2025
|
934 | $37.3B |
|
Q4 2024 13F
Filed Feb 7, 2025
|
912 | $34.2B |
|
Q3 2024 13F
Filed Nov 12, 2024
|
909 | $32.5B |
|
Q2 2024 13F
Filed Aug 14, 2024
|
871 | $29.7B |
|
Q1 2024 13F
Filed Apr 19, 2024
|
866 | $28.6B |
|
Q4 2023 13F
Filed Feb 9, 2024
|
862 | $26.0B |
|
Q3 2023 13F
Filed Nov 1, 2023
|
827 | $23.2B |
|
Q2 2023 13F
Filed Aug 7, 2023
|
824 | $23.6B |
|
Q1 2023 13F
Filed Apr 28, 2023
|
805 | $22.0B |
|
Q4 2022 13F
Filed Feb 10, 2023
|
780 | $20.6B |
|
Q3 2022 13F
Filed Nov 14, 2022
|
759 | $18.8B |
|
Q2 2022 13F
Filed Jul 20, 2022
|
763 | $19.9B |
|
Q1 2022 13F
Filed May 16, 2022
|
772 | $22.8B |
|
Q4 2021 13F
Filed Jan 21, 2022
|
762 | $23.6B |
|
Q3 2021 13F
Filed Nov 15, 2021
|
689 | $21.6B |
11 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q2 2026
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | VTI VANGUARD INDEX FDS | $6.8B | 13.01% |
| 2 | VEA VANGUARD TAX-MANAGED FDS | $4.1B | 7.97% |
| 3 | IEMG ISHARES INC | $3.4B | 6.47% |
| 4 | SCHF SCHWAB STRATEGIC TR | $3.2B | 6.22% |
| 5 | VWO VANGUARD INTL EQUITY INDEX F | $2.8B | 5.34% |
| 6 | ITOT ISHARES TR | $2.5B | 4.73% |
| 7 | VIG VANGUARD SPECIALIZED FUNDS | $2.2B | 4.31% |
| 8 | SCHB SCHWAB STRATEGIC TR | $1.5B | 2.86% |
| 9 | LQD ISHARES TR | $1.4B | 2.61% |
| 10 | DGRO ISHARES TR | $1.3B | 2.58% |
| 11 | VTEB VANGUARD MUN BD FDS | $1.3B | 2.54% |
| 12 | VNQ VANGUARD INDEX FDS | $980.1M | 1.88% |
| 13 | SCHP SCHWAB STRATEGIC TR | $935.3M | 1.8% |
| 14 | NVDA NVIDIA CORPORATION | $880.6M | 1.69% |
| 15 | VXF VANGUARD INDEX FDS | $849.5M | 1.63% |
| 16 | VOO VANGUARD INDEX FDS | $606.7M | 1.17% |
| 17 | VB VANGUARD INDEX FDS | $519.9M | 1.0% |
| 18 | MUB ISHARES TR | $489.9M | 0.94% |
| 19 | VCIT VANGUARD SCOTTSDALE FDS | $488.8M | 0.94% |
| 20 | AAPL APPLE INC | $482.4M | 0.93% |
Values as reported on the Q2 2026 Form 13F. Every position is in the holdings table below.