WealthNavi Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 21, 2026), WealthNavi Inc. reported 11 stock positions worth $11.5 billion. Its top holding was VG Morningstar TS MKT ETF-US (VTI) at 36.0% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 27.5%) and iShares Core U.S. Aggregate (AGG, 9.9%). Compared with Q4 2025, it opened 1 new position, added to 6 and reduced 4. The biggest buy was iShares Intl Aggregate Bond (IAGG, shares +20%) and the biggest sale SPDR Gold Shares (GLD, shares −21%).
- Most Recent 13F
- Q2 2026
- Location
- Shinagawa-ku, TOKYO, M0
- CIK
- 0001774552
- Portfolio Value
- $11.5B (Q1 2026)
- SEC Filing
- 0001104659-26-045706 ↗ filed Apr 21, 2026
Holdings Value
Holdings 11 stocks · $11.5B
| VTI VG Morningstar TS MKT ETF-US | 35.97% | 12,935,073 | $4.1B | Add +4.4% |
| VEA Vanguard Ftse Developed ETF | 27.48% | 49,481,329 | $3.2B | Reduce -0.1% |
| AGG iShares Core U.S. Aggregate | 9.91% | 11,513,352 | $1.1B | Add +3.2% |
| VWO Vanguard Ftse Emerging Marke | 7.54% | 16,101,944 | $870.3M | Add +1.5% |
| IAU iShares Gold Trust | 5.29% | 6,921,771 | $610.2M | Reduce -2.4% |
| IYR iShares US Real Estate ETF | 4.93% | 6,010,249 | $568.3M | Add +2.9% |
| IVV iShares Core S&P 500 ETF | 3.63% | 640,705 | $418.5M | Add +13.8% |
| IAGG iShares Intl Aggregate Bond | 2.62% | 6,048,314 | $302.7M | Add +19.9% |
| GLD SPDR Gold Shares | 1.93% | 517,765 | $222.8M | Reduce -21.3% |
| TIP iShares Tips Bond ETF | 0.63% | 654,936 | $72.3M | Reduce -5.4% |
| GLDM SPDR Gold Minishares Trust | 0.08% | 97,779 | $9.1M | New |
Portfolio Sells Q4 2025 → Q1 2026
Portfolio Buys Q4 2025 → Q1 2026
| IAGG iShares Intl Aggregate Bond | Add +19.9% | 2.62% | +0.39 |
| IVV iShares Core S&P 500 ETF | Add +13.8% | 3.63% | +0.22 |
| IYR iShares US Real Estate ETF | Add +2.9% | 4.93% | +0.08 |
| GLDM SPDR Gold Minishares Trust | New | 0.08% | +0.08 |
| AGG iShares Core U.S. Aggregate | Add +3.2% | 9.91% | +0.06 |
| VWO Vanguard Ftse Emerging Marke | Add +1.5% | 7.54% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +4.4% | 35.97% | −0.76 |
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 |