WealthNavi Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 15, 2026), WealthNavi Inc. reported 10 stock positions worth $11.3 billion. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 36.7% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 27.3%) and iShares Core U.S. Aggregate (AGG, 9.8%). Compared with Q3 2025, it added to 7 and reduced 3. The biggest buy was iShares Core S&P 500 ETF (IVV, shares +13%) and the biggest sale SPDR Gold Shares (GLD, shares −11%).
- Most Recent 13F
- Q2 2026
- Location
- Shinagawa-ku, TOKYO, M0
- CIK
- 0001774552
- Portfolio Value
- $11.3B (Q4 2025)
- SEC Filing
- 0001104659-26-003858 ↗ filed Jan 15, 2026
Holdings Value
Holdings 10 stocks · $11.3B
| VTI VG Morningstar TS MKT ETF-US | 36.72% | 12,394,779 | $4.2B | Add +0.3% |
| VEA Vanguard Ftse Developed ETF | 27.35% | 49,538,873 | $3.1B | Add +1.5% |
| AGG iShares Core U.S. Aggregate | 9.85% | 11,159,114 | $1.1B | Add +7.2% |
| VWO Vanguard Ftse Emerging Marke | 7.53% | 15,857,145 | $852.5M | Add +3.6% |
| IAU iShares Gold Trust | 5.09% | 7,089,248 | $575.4M | Reduce -0.6% |
| IYR iShares US Real Estate ETF | 4.84% | 5,838,937 | $548.2M | Add +10.2% |
| IVV iShares Core S&P 500 ETF | 3.41% | 563,199 | $385.8M | Add +12.5% |
| GLD SPDR Gold Shares | 2.30% | 657,586 | $260.6M | Reduce -10.9% |
| IAGG iShares Intl Aggregate Bond | 2.23% | 5,046,330 | $252.4M | Add +15.9% |
| TIP iShares Tips Bond ETF | 0.67% | 692,532 | $76.1M | Reduce -4.8% |
Portfolio Sells Q3 2025 → Q4 2025
Portfolio Buys Q3 2025 → Q4 2025
| IVV iShares Core S&P 500 ETF | Add +12.5% | 3.41% | +0.30 |
| VEA Vanguard Ftse Developed ETF | Add +1.5% | 27.35% | +0.25 |
| AGG iShares Core U.S. Aggregate | Add +7.2% | 9.85% | +0.18 |
| IAGG iShares Intl Aggregate Bond | Add +15.9% | 2.23% | +0.16 |
| IYR iShares US Real Estate ETF | Add +10.2% | 4.84% | +0.08 |
| VWO Vanguard Ftse Emerging Marke | Add +3.6% | 7.53% | −0.16 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.3% | 36.72% | −0.88 |
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 |