WealthNavi Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 14, 2025), WealthNavi Inc. reported 10 stock positions worth $9.0 billion. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 35.0% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 28.2%) and iShares Core U.S. Aggregate (AGG, 11.4%). Compared with Q4 2024, it added to 8 and reduced 2. The biggest buy was Vanguard Ftse Developed ETF (VEA, shares +1%) and the biggest sale iShares Tips Bond ETF (TIP, shares −5%).
- Most Recent 13F
- Q2 2026
- Location
- Shinagawa-ku, TOKYO, M0
- CIK
- 0001774552
- Portfolio Value
- $9.0B (Q1 2025)
- SEC Filing
- 0001104659-25-034358 ↗ filed Apr 14, 2025
Holdings Value
Holdings 10 stocks · $9.0B
| VTI VG Morningstar TS MKT ETF-US | 35.04% | 11,457,212 | $3.1B | Add +3.1% |
| VEA Vanguard Ftse Developed ETF | 28.16% | 49,789,539 | $2.5B | Add +0.7% |
| AGG iShares Core U.S. Aggregate | 11.38% | 10,341,692 | $1.0B | Add +2.7% |
| VWO Vanguard Ftse Emerging Marke | 8.47% | 16,822,932 | $761.4M | Add +4.1% |
| IYR iShares US Real Estate ETF | 5.00% | 4,696,857 | $449.7M | Add +5.4% |
| IAU iShares Gold Trust | 3.97% | 6,049,600 | $356.7M | Add +2.1% |
| GLD SPDR Gold Shares | 2.82% | 880,806 | $253.8M | Reduce -10.4% |
| IVV iShares Core S&P 500 ETF | 2.27% | 362,456 | $203.7M | Add +27.8% |
| IAGG iShares Intl Aggregate Bond | 1.90% | 3,408,794 | $170.4M | Add +33.3% |
| TIP iShares Tips Bond ETF | 0.99% | 797,453 | $88.6M | Reduce -5.2% |
Portfolio Sells Q4 2024 → Q1 2025
Portfolio Buys Q4 2024 → Q1 2025
| VEA Vanguard Ftse Developed ETF | Add +0.7% | 28.16% | +0.68 |
| IAU iShares Gold Trust | Add +2.1% | 3.97% | +0.56 |
| IAGG iShares Intl Aggregate Bond | Add +33.3% | 1.90% | +0.41 |
| IVV iShares Core S&P 500 ETF | Add +27.8% | 2.27% | +0.33 |
| VWO Vanguard Ftse Emerging Marke | Add +4.1% | 8.47% | +0.20 |
| IYR iShares US Real Estate ETF | Add +5.4% | 5.00% | +0.18 |
| AGG iShares Core U.S. Aggregate | Add +2.7% | 11.38% | +0.04 |
| VTI VG Morningstar TS MKT ETF-US | Add +3.1% | 35.04% | −2.40 |
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 |