WealthNavi Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 18, 2025), WealthNavi Inc. reported 10 stock positions worth $9.9 billion. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 37.8% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 27.7%) and iShares Core U.S. Aggregate (AGG, 10.0%). Compared with Q1 2025, it added to 5 and reduced 5. The biggest buy was VG Morningstar TS MKT ETF-US (VTI, shares +8%) and the biggest sale iShares Core U.S. Aggregate (AGG, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- Shinagawa-ku, TOKYO, M0
- CIK
- 0001774552
- Portfolio Value
- $9.9B (Q2 2025)
- SEC Filing
- 0001104659-25-068814 ↗ filed Jul 18, 2025
Holdings Value
Holdings 10 stocks · $9.9B
| VTI VG Morningstar TS MKT ETF-US | 37.81% | 12,352,859 | $3.8B | Add +7.8% |
| VEA Vanguard Ftse Developed ETF | 27.70% | 48,247,711 | $2.8B | Reduce -3.1% |
| AGG iShares Core U.S. Aggregate | 10.00% | 10,013,370 | $993.3M | Reduce -3.2% |
| VWO Vanguard Ftse Emerging Marke | 7.80% | 15,653,250 | $774.2M | Reduce -7.0% |
| IYR iShares US Real Estate ETF | 4.67% | 4,895,086 | $463.9M | Add +4.2% |
| IAU iShares Gold Trust | 4.13% | 6,571,130 | $409.8M | Add +8.6% |
| IVV iShares Core S&P 500 ETF | 2.69% | 430,497 | $267.3M | Add +18.8% |
| GLD SPDR Gold Shares | 2.39% | 777,717 | $237.1M | Reduce -11.7% |
| IAGG iShares Intl Aggregate Bond | 1.95% | 3,796,589 | $194.0M | Add +11.4% |
| TIP iShares Tips Bond ETF | 0.85% | 764,530 | $84.1M | Reduce -4.1% |
Portfolio Sells Q1 2025 → Q2 2025
Portfolio Buys Q1 2025 → Q2 2025
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 |