WealthNavi Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 23, 2026), WealthNavi Inc. reported 11 stock positions worth $12.8 billion. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 37.2% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 27.6%) and iShares Core U.S. Aggregate (AGG, 9.1%). Compared with Q1 2026, it added to 6 and reduced 5. The biggest buy was SPDR Gold Minishares Trust (GLDM, shares +1551%) and the biggest sale iShares Gold Trust (IAU, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- Shinagawa-ku, TOKYO, M0
- CIK
- 0001774552
- Portfolio Value
- $12.8B (Q2 2026)
- SEC Filing
- 0001104659-26-086034 ↗ filed Jul 23, 2026
Holdings Value
Holdings 11 stocks · $12.8B
| VTI VG Morningstar TS MKT ETF-US | 37.20% | 12,831,750 | $4.7B | Reduce -0.8% |
| VEA Vanguard Ftse Developed ETF | 27.62% | 49,483,539 | $3.5B | Add +0.0% |
| AGG iShares Core U.S. Aggregate | 9.11% | 11,751,184 | $1.2B | Add +2.1% |
| VWO Vanguard Ftse Emerging Marke | 7.77% | 16,623,315 | $992.2M | Add +3.2% |
| IYR iShares US Real Estate ETF | 4.70% | 5,870,511 | $600.3M | Reduce -2.3% |
| IVV iShares Core S&P 500 ETF | 4.12% | 702,867 | $526.4M | Add +9.7% |
| IAU iShares Gold Trust | 3.94% | 6,653,240 | $502.4M | Reduce -3.9% |
| IAGG iShares Intl Aggregate Bond | 2.63% | 6,646,207 | $336.3M | Add +9.9% |
| GLD SPDR Gold Shares | 1.34% | 464,989 | $171.3M | Reduce -10.2% |
| GLDM SPDR Gold Minishares Trust | 1.00% | 1,614,358 | $128.2M | Add +1551.0% |
| TIP iShares Tips Bond ETF | 0.54% | 627,817 | $68.7M | Reduce -4.1% |
Portfolio Sells Q1 2026 → Q2 2026
Portfolio Buys Q1 2026 → Q2 2026
| GLDM SPDR Gold Minishares Trust | Add +1551.0% | 1.00% | +0.93 |
| IVV iShares Core S&P 500 ETF | Add +9.7% | 4.12% | +0.50 |
| VWO Vanguard Ftse Emerging Marke | Add +3.2% | 7.77% | +0.23 |
| VEA Vanguard Ftse Developed ETF | Add +0.0% | 27.62% | +0.14 |
| IAGG iShares Intl Aggregate Bond | Add +9.9% | 2.63% | +0.01 |
| AGG iShares Core U.S. Aggregate | Add +2.1% | 9.11% | −0.79 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 11 | $12.8B | VTI, VEA, AGG, VWO, IYR |
| Q1 2026 | 11 | $11.5B | VTI, VEA, AGG, VWO, IAU |
| Q4 2025 | 10 | $11.3B | VTI, VEA, AGG, VWO, IAU |
| Q3 2025 | 10 | $10.8B | VTI, VEA, AGG, VWO, IAU |
| Q2 2025 | 10 | $9.9B | VTI, VEA, AGG, VWO, IYR |
| Q1 2025 | 10 | $9.0B | VTI, VEA, AGG, VWO, IYR |
| Q4 2024 | 10 | $8.6B | VTI, VEA, AGG, VWO, IYR |
| Q3 2024 | 10 | $8.7B | VTI, VEA, AGG, VWO, IYR |
| Q2 2024 | 10 | $7.9B | VTI, VEA, AGG, VWO, IYR |
| Q1 2024 | 10 | $7.5B | VTI, VEA, AGG, VWO, IYR |