WealthNavi Inc.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 13, 2024), WealthNavi Inc. reported 10 stock positions worth $7.9 billion. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 37.3% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 27.4%) and iShares Core U.S. Aggregate (AGG, 11.9%). Compared with Q1 2024, it added to 7 and reduced 3. The biggest buy was VG Morningstar TS MKT ETF-US (VTI, shares +4%) and the biggest sale SPDR Gold Shares (GLD, shares −8%).
- Most Recent 13F
- Q2 2026
- Location
- Shinagawa-ku, TOKYO, M0
- CIK
- 0001774552
- Portfolio Value
- $7.9B (Q2 2024)
- SEC Filing
- 0001104659-24-088585 ↗ filed Aug 13, 2024
Holdings Value
Holdings 10 stocks · $7.9B
| VTI VG Morningstar TS MKT ETF-US | 37.31% | 10,994,434 | $2.9B | Add +4.2% |
| VEA Vanguard Ftse Developed ETF | 27.37% | 43,659,589 | $2.2B | Add +4.5% |
| AGG iShares Core U.S. Aggregate | 11.86% | 9,630,337 | $934.8M | Add +1.7% |
| VWO Vanguard Ftse Emerging Marke | 9.03% | 16,265,396 | $711.8M | Reduce -2.6% |
| IYR iShares US Real Estate ETF | 4.87% | 4,378,197 | $384.1M | Add +5.9% |
| GLD SPDR Gold Shares | 3.28% | 1,202,946 | $258.6M | Reduce -8.4% |
| IAU iShares Gold Trust | 3.09% | 5,548,791 | $243.8M | Add +5.7% |
| TIP iShares Tips Bond ETF | 1.26% | 929,151 | $99.2M | Reduce -7.7% |
| IAGG iShares Intl Aggregate Bond | 0.99% | 1,568,786 | $78.3M | Add +73.5% |
| IVV iShares Core S&P 500 ETF | 0.94% | 136,074 | $74.5M | Add +115.8% |
Portfolio Sells Q1 2024 → Q2 2024
Portfolio Buys Q1 2024 → Q2 2024
| VTI VG Morningstar TS MKT ETF-US | Add +4.2% | 37.31% | +0.80 |
| IVV iShares Core S&P 500 ETF | Add +115.8% | 0.94% | +0.50 |
| IAGG iShares Intl Aggregate Bond | Add +73.5% | 0.99% | +0.39 |
| IAU iShares Gold Trust | Add +5.7% | 3.09% | +0.16 |
| IYR iShares US Real Estate ETF | Add +5.9% | 4.87% | −0.07 |
| AGG iShares Core U.S. Aggregate | Add +1.7% | 11.86% | −0.49 |
| VEA Vanguard Ftse Developed ETF | Add +4.5% | 27.37% | −0.52 |
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 |