WealthNavi

Latest statistics and disclosures from WealthNavi's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are VTI, VEA, AGG, VWO, IAU, and represent 86.54% of WealthNavi's stock portfolio.
  • Added to shares of these 7 stocks: AGG (+$75M), IYR (+$51M), VEA (+$46M), IVV (+$43M), IAGG (+$35M), VWO (+$29M), VTI (+$11M).
  • Reduced shares in these 3 stocks: GLD (-$32M), TIP, IAU.
  • WealthNavi was a net buyer of stock by $250M.
  • WealthNavi has $11B in assets under management (AUM), dropping by 4.88%.
  • Central Index Key (CIK): 0001774552

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Portfolio Holdings for WealthNavi

WealthNavi holds 10 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Total Stock Market Etf Etf (VTI) 36.7 $4.2B 12M 335.27
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Vanguard Ftse Developed Markets Etf Etf (VEA) 27.3 $3.1B 50M 62.47
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Ishares Core U.s. Aggregate Bond Etf Etf (AGG) 9.8 $1.1B +7% 11M 99.88
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Vanguard Ftse Emerging Markets Etf Etf (VWO) 7.5 $853M +3% 16M 53.76
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Ishares Gold Trust Etf (IAU) 5.1 $575M 7.1M 81.17
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Ishares U.s. Real Estate Etf Etf (IYR) 4.8 $548M +10% 5.8M 93.89
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Ishares Core S&p 500 Etf Etf (IVV) 3.4 $386M +12% 563k 684.94
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Spdr Gold Shares Etf (GLD) 2.3 $261M -10% 658k 396.31
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Ishares Core International Aggregate Bond Etf Etf (IAGG) 2.2 $252M +15% 5.0M 50.01
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Ishares Tips Bond Etf Etf (TIP) 0.7 $76M -4% 693k 109.91
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Past Filings by WealthNavi

SEC 13F filings are viewable for WealthNavi going back to 2019

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