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Portfolio (Quarterly) Guide ↗

Wealthfront Advisers LLC

· CIK 0001763921
13F Portfolio $42.6B AUM Filed Nov 6, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 1007 New
Page 16 of 51  ·  1,007 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 LEN LENNAR CORP Consumer Cyclical 58,298.0 $7.3M 0.02% NEW $126.04 -29.5%
302 MOH MOLINA HEALTHCARE INC Healthcare 38,368.0 $7.3M 0.02% NEW $191.36 -5.3%
303 TEL TE CONNECTIVITY PLC Technology 33,285.0 $7.3M 0.02% NEW $219.53 -8.3%
304 DELL DELL TECHNOLOGIES INC Technology 51,292.0 $7.3M 0.02% NEW $141.77 +78.4%
305 CTVA CORTEVA INC Basic Materials 107,078.0 $7.2M 0.02% NEW $67.63 +16.9%
306 GL GLOBE LIFE INC Financial Services 50,609.0 $7.2M 0.02% NEW $142.97 +9.5%
307 MSI MOTOROLA SOLUTIONS INC Technology 15,802.0 $7.2M 0.02% NEW $457.29 -12.5%
308 FORTINET INC 85,576.0 $7.2M 0.02% NEW $84.08
309 EXR EXTRA SPACE STORAGE INC Real Estate 50,960.0 $7.2M 0.02% NEW $140.94 +2.1%
310 JCI JOHNSON CTLS INTL PLC Industrials 65,286.0 $7.2M 0.02% NEW $109.95 +23.2%
311 AVUV AMERICAN CENTY ETF TR 72,069.0 $7.2M 0.02% NEW $99.53 +19.8%
312 EMR EMERSON ELEC CO Industrials 54,319.0 $7.1M 0.02% NEW $131.18 +2.8%
313 KKR KKR & CO INC Financial Services 54,743.0 $7.1M 0.02% NEW $129.95 -27.1%
314 SLB SCHLUMBERGER LTD Energy 206,051.0 $7.1M 0.02% NEW $34.37 +66.7%
315 AFL AFLAC INC Financial Services 63,386.0 $7.1M 0.02% NEW $111.70 +5.5%
316 AEE AMEREN CORP Utilities 67,751.0 $7.1M 0.02% NEW $104.38 +5.2%
317 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 27,072.0 $7.0M 0.02% NEW $259.44 +24.4%
318 KHC KRAFT HEINZ CO Consumer Defensive 269,569.0 $7.0M 0.02% NEW $26.04 -9.6%
319 BKR BAKER HUGHES COMPANY Energy 143,325.0 $7.0M 0.02% NEW $48.72 +35.1%
320 CLX CLOROX CO DEL Consumer Defensive 55,981.0 $6.9M 0.02% NEW $123.30 -22.8%
Page 16 of 51  ·  1,007 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.3%
Financial Services 18.3%
Communication Services 10.2%
Consumer Cyclical 9.7%
Healthcare 7.1%
Industrials 7.0%
Consumer Defensive 5.3%
Utilities 3.4%
Energy 3.2%
Real Estate 2.2%