WealthNavi Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 6, 2025), WealthNavi Inc. reported 10 stock positions worth $8.6 billion. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 37.4% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 27.5%) and iShares Core U.S. Aggregate (AGG, 11.3%). Compared with Q3 2024, it added to 7 and reduced 3. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +32%) and the biggest sale SPDR Gold Shares (GLD, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- Shinagawa-ku, TOKYO, M0
- CIK
- 0001774552
- Portfolio Value
- $8.6B (Q4 2024)
- SEC Filing
- 0001104659-25-010100 ↗ filed Feb 6, 2025
Holdings Value
Holdings 10 stocks · $8.6B
| VTI VG Morningstar TS MKT ETF-US | 37.44% | 11,111,500 | $3.2B | Reduce -2.3% |
| VEA Vanguard Ftse Developed ETF | 27.48% | 49,426,996 | $2.4B | Add +7.2% |
| AGG iShares Core U.S. Aggregate | 11.34% | 10,070,637 | $975.8M | Add +2.1% |
| VWO Vanguard Ftse Emerging Marke | 8.28% | 16,165,516 | $711.9M | Add +0.5% |
| IYR iShares US Real Estate ETF | 4.82% | 4,456,004 | $414.7M | Add +1.6% |
| IAU iShares Gold Trust | 3.41% | 5,924,001 | $293.3M | Add +2.4% |
| GLD SPDR Gold Shares | 2.77% | 982,798 | $238.0M | Reduce -5.3% |
| IVV iShares Core S&P 500 ETF | 1.94% | 283,584 | $166.9M | Add +31.6% |
| IAGG iShares Intl Aggregate Bond | 1.48% | 2,557,308 | $127.7M | Add +22.2% |
| TIP iShares Tips Bond ETF | 1.04% | 841,524 | $89.7M | Reduce -4.8% |
Portfolio Sells Q3 2024 → Q4 2024
Portfolio Buys Q3 2024 → Q4 2024
| IVV iShares Core S&P 500 ETF | Add +31.6% | 1.94% | +0.52 |
| IAGG iShares Intl Aggregate Bond | Add +22.2% | 1.48% | +0.24 |
| IAU iShares Gold Trust | Add +2.4% | 3.41% | +0.12 |
| AGG iShares Core U.S. Aggregate | Add +2.1% | 11.34% | −0.08 |
| IYR iShares US Real Estate ETF | Add +1.6% | 4.82% | −0.29 |
| VEA Vanguard Ftse Developed ETF | Add +7.2% | 27.48% | −0.38 |
| VWO Vanguard Ftse Emerging Marke | Add +0.5% | 8.28% | −0.53 |
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 |