WealthNavi Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 15, 2025), WealthNavi Inc. reported 10 stock positions worth $10.8 billion. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 37.6% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 27.1%) and iShares Core U.S. Aggregate (AGG, 9.7%). Compared with Q2 2025, it added to 7 and reduced 3. The biggest buy was iShares Gold Trust (IAU, shares +9%) and the biggest sale Vanguard Ftse Emerging Marke (VWO, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- Shinagawa-ku, TOKYO, M0
- CIK
- 0001774552
- Portfolio Value
- $10.8B (Q3 2025)
- SEC Filing
- 0001104659-25-099545 ↗ filed Oct 15, 2025
Holdings Value
Holdings 10 stocks · $10.8B
| VTI VG Morningstar TS MKT ETF-US | 37.60% | 12,362,762 | $4.1B | Add +0.1% |
| VEA Vanguard Ftse Developed ETF | 27.10% | 48,797,610 | $2.9B | Add +1.1% |
| AGG iShares Core U.S. Aggregate | 9.67% | 10,411,748 | $1.0B | Add +4.0% |
| VWO Vanguard Ftse Emerging Marke | 7.69% | 15,310,461 | $829.5M | Reduce -2.2% |
| IAU iShares Gold Trust | 4.81% | 7,130,543 | $518.9M | Add +8.5% |
| IYR iShares US Real Estate ETF | 4.77% | 5,298,667 | $514.4M | Add +8.2% |
| IVV iShares Core S&P 500 ETF | 3.11% | 500,587 | $335.0M | Add +16.3% |
| GLD SPDR Gold Shares | 2.43% | 737,988 | $262.3M | Reduce -5.1% |
| IAGG iShares Intl Aggregate Bond | 2.07% | 4,355,338 | $223.1M | Add +14.7% |
| TIP iShares Tips Bond ETF | 0.75% | 727,245 | $80.9M | Reduce -4.9% |
Portfolio Sells Q2 2025 → Q3 2025
Portfolio Buys Q2 2025 → Q3 2025
| IAU iShares Gold Trust | Add +8.5% | 4.81% | +0.68 |
| IVV iShares Core S&P 500 ETF | Add +16.3% | 3.11% | +0.41 |
| IAGG iShares Intl Aggregate Bond | Add +14.7% | 2.07% | +0.11 |
| IYR iShares US Real Estate ETF | Add +8.2% | 4.77% | +0.10 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.1% | 37.60% | −0.21 |
| AGG iShares Core U.S. Aggregate | Add +4.0% | 9.67% | −0.33 |
| VEA Vanguard Ftse Developed ETF | Add +1.1% | 27.10% | −0.60 |
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 |