WealthNavi Inc.
WealthNavi Inc. reported 11 US-listed holdings worth $12.76 billion in its 13F for the quarter ended 30 June 2026, filed 23 July 2026. Its largest: VG Totl STK Vprs (37.2%), Vanguard Ftse Developed Markets (27.6%) and iShares Trust (9.1%). Against the quarter before, it opened 0 positions, added to 5, trimmed 5 and sold out of 0.
Reported holdings$12.76B+10.6% on Q1 2026
Positions11as many as Q1 2026
The largest ten99.5%of its reported holdings
Latest 13FQ2 2026filed 23 July 2026
Added toHeldTrimmed
The 11 largest of its 11 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What it did on the quarter
Added 5Held 1Trimmed 5
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Added to 5
- SPDR Gold MiniShares GLDM+1.5 million shares · +1551%
- iShares Core S&P 500 ETF IVV+62,162 shares · +10%
- Vanguard Ftse Emerging Markets VWO+521,371 shares · +3%
- iShares Trust IAGG+597,893 shares · +10%
- iShares Trust AGG+237,832 shares · +2%
Trimmed 5
- VG Totl STK Vprs VTI-103,323 shares · -1%
- iShares Gold Trust IAU-268,531 shares · -4%
- SPDR Gold Trust GLD-52,776 shares · -10%
- iShares Trust IYR-139,738 shares · -2%
- iShares Barclays Tips Bond TIP-27,119 shares · -4%
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| VG Totl STK Vprs VTI | 12,831,750 | $4.75 billion | 37.20% | -103,323 |
| Vanguard Ftse Developed Markets VEA | 49,483,539 | $3.53 billion | 27.62% | +2,210 |
| iShares Trust AGG | 11,751,184 | $1.16 billion | 9.11% | +237,832 |
| Vanguard Ftse Emerging Markets VWO | 16,623,315 | $992.2 million | 7.77% | +521,371 |
| iShares Trust IYR | 5,870,511 | $600.3 million | 4.70% | -139,738 |
| iShares Core S&P 500 ETF IVV | 702,867 | $526.4 million | 4.12% | +62,162 |
| iShares Gold Trust IAU | 6,653,240 | $502.4 million | 3.94% | -268,531 |
| iShares Trust IAGG | 6,646,207 | $336.3 million | 2.63% | +597,893 |
| SPDR Gold Trust GLD | 464,989 | $171.3 million | 1.34% | -52,776 |
| SPDR Gold MiniShares GLDM | 1,614,358 | $128.2 million | 1.00% | +1,516,579 |
| iShares Barclays Tips Bond TIP | 627,817 | $68.7 million | 0.54% | -27,119 |
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.