WealthNavi Inc.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 23, 2024), WealthNavi Inc. reported 10 stock positions worth $8.7 billion. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 36.8% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 27.9%) and iShares Core U.S. Aggregate (AGG, 11.4%). Compared with Q2 2024, it added to 7 and reduced 3. The biggest buy was Vanguard Ftse Developed ETF (VEA, shares +6%) and the biggest sale SPDR Gold Shares (GLD, shares −14%).
- Most Recent 13F
- Q2 2026
- Location
- Shinagawa-ku, TOKYO, M0
- CIK
- 0001774552
- Portfolio Value
- $8.7B (Q3 2024)
- SEC Filing
- 0001104659-24-110709 ↗ filed Oct 23, 2024
Holdings Value
Holdings 10 stocks · $8.7B
| VTI VG Morningstar TS MKT ETF-US | 36.84% | 11,372,065 | $3.2B | Add +3.4% |
| VEA Vanguard Ftse Developed ETF | 27.85% | 46,095,601 | $2.4B | Add +5.6% |
| AGG iShares Core U.S. Aggregate | 11.43% | 9,862,677 | $998.8M | Add +2.4% |
| VWO Vanguard Ftse Emerging Marke | 8.80% | 16,080,266 | $769.4M | Reduce -1.1% |
| IYR iShares US Real Estate ETF | 5.11% | 4,387,956 | $447.0M | Add +0.2% |
| IAU iShares Gold Trust | 3.29% | 5,782,790 | $287.4M | Add +4.2% |
| GLD SPDR Gold Shares | 2.89% | 1,037,738 | $252.2M | Reduce -13.7% |
| IVV iShares Core S&P 500 ETF | 1.42% | 215,534 | $124.3M | Add +58.4% |
| IAGG iShares Intl Aggregate Bond | 1.24% | 2,092,315 | $108.4M | Add +33.4% |
| TIP iShares Tips Bond ETF | 1.12% | 884,044 | $97.7M | Reduce -4.8% |
Portfolio Sells Q2 2024 → Q3 2024
Portfolio Buys Q2 2024 → Q3 2024
| VEA Vanguard Ftse Developed ETF | Add +5.6% | 27.85% | +0.49 |
| IVV iShares Core S&P 500 ETF | Add +58.4% | 1.42% | +0.48 |
| IAGG iShares Intl Aggregate Bond | Add +33.4% | 1.24% | +0.25 |
| IYR iShares US Real Estate ETF | Add +0.2% | 5.11% | +0.24 |
| IAU iShares Gold Trust | Add +4.2% | 3.29% | +0.20 |
| AGG iShares Core U.S. Aggregate | Add +2.4% | 11.43% | −0.43 |
| VTI VG Morningstar TS MKT ETF-US | Add +3.4% | 36.84% | −0.46 |
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 |