WealthNavi Inc.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed April 17, 2024), WealthNavi Inc. reported 10 stock positions worth $7.5 billion. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 36.5% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 27.9%) and iShares Core U.S. Aggregate (AGG, 12.4%). Compared with Q4 2023, it added to 7 and reduced 3. The biggest buy was iShares Intl Aggregate Bond (IAGG, shares +695365%) and the biggest sale iShares Tips Bond ETF (TIP, shares −11%).
- Most Recent 13F
- Q2 2026
- Location
- Shinagawa-ku, TOKYO, M0
- CIK
- 0001774552
- Portfolio Value
- $7.5B (Q1 2024)
- SEC Filing
- 0001104659-24-048032 ↗ filed Apr 17, 2024
Holdings Value
Holdings 10 stocks · $7.5B
| VTI VG Morningstar TS MKT ETF-US | 36.51% | 10,551,380 | $2.7B | Reduce -0.3% |
| VEA Vanguard Ftse Developed ETF | 27.89% | 41,761,577 | $2.1B | Add +4.0% |
| AGG iShares Core U.S. Aggregate | 12.35% | 9,472,127 | $927.7M | Add +4.5% |
| VWO Vanguard Ftse Emerging Marke | 9.29% | 16,700,703 | $697.6M | Add +6.2% |
| IYR iShares US Real Estate ETF | 4.95% | 4,133,691 | $371.6M | Add +5.7% |
| GLD SPDR Gold Shares | 3.60% | 1,313,236 | $270.2M | Reduce -5.0% |
| IAU iShares Gold Trust | 2.94% | 5,249,427 | $220.5M | Add +18.9% |
| TIP iShares Tips Bond ETF | 1.44% | 1,007,055 | $108.2M | Reduce -10.8% |
| IAGG iShares Intl Aggregate Bond | 0.60% | 904,104 | $45.2M | Add +695364.6% |
| IVV iShares Core S&P 500 ETF | 0.44% | 63,045 | $33.1M | Add +331715.8% |
Portfolio Sells Q4 2023 → Q1 2024
Portfolio Buys Q4 2023 → Q1 2024
| IAGG iShares Intl Aggregate Bond | Add +695364.6% | 0.60% | +0.60 |
| IVV iShares Core S&P 500 ETF | Add +331715.8% | 0.44% | +0.44 |
| IAU iShares Gold Trust | Add +18.9% | 2.94% | +0.44 |
| VEA Vanguard Ftse Developed ETF | Add +4.0% | 27.89% | −0.01 |
| VWO Vanguard Ftse Emerging Marke | Add +6.2% | 9.29% | −0.09 |
| IYR iShares US Real Estate ETF | Add +5.7% | 4.95% | −0.24 |
| AGG iShares Core U.S. Aggregate | Add +4.5% | 12.35% | −0.70 |
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 |