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 86.19% of WealthNavi's stock portfolio.
- Added to shares of these 7 stocks: VTI (+$173M), IVV (+$51M), IAGG (+$50M), AGG (+$35M), IYR (+$16M), VWO (+$13M), GLDM (+$9.1M).
- Started 1 new stock position in GLDM.
- Reduced shares in these 4 stocks: GLD (-$60M), IAU (-$15M), TIP, VEA.
- WealthNavi was a net buyer of stock by $265M.
- WealthNavi has $12B in assets under management (AUM), dropping by 1.96%.
- Central Index Key (CIK): 0001774552
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Portfolio Holdings for WealthNavi
WealthNavi holds 11 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Etf Etf (VTI) | 36.0 | $4.1B | +4% | 13M | 320.81 |
|
| Vanguard Ftse Developed Markets Etf Etf (VEA) | 27.5 | $3.2B | 50M | 64.08 |
|
|
| Ishares Core U.s. Aggregate Bond Etf Etf (AGG) | 9.9 | $1.1B | +3% | 12M | 99.27 |
|
| Vanguard Ftse Emerging Markets Etf Etf (VWO) | 7.5 | $870M | 16M | 54.05 |
|
|
| Ishares Gold Trust Etf (IAU) | 5.3 | $610M | -2% | 6.9M | 88.16 |
|
| Ishares U.s. Real Estate Etf Etf (IYR) | 4.9 | $568M | +2% | 6.0M | 94.56 |
|
| Ishares Core S&p 500 Etf Etf (IVV) | 3.6 | $419M | +13% | 641k | 653.21 |
|
| Ishares Core International Aggregate Bond Etf Etf (IAGG) | 2.6 | $303M | +19% | 6.0M | 50.04 |
|
| Spdr Gold Shares Etf (GLD) | 1.9 | $223M | -21% | 518k | 430.29 |
|
| Ishares Tips Bond Etf Etf (TIP) | 0.6 | $72M | -5% | 655k | 110.36 |
|
| SPDR Gold MiniShares Trust Etf (GLDM) | 0.1 | $9.1M | NEW | 98k | 92.69 |
|
Past Filings by WealthNavi
SEC 13F filings are viewable for WealthNavi going back to 2019
- WealthNavi 2026 Q1 filed April 21, 2026
- WealthNavi 2025 Q4 filed Jan. 15, 2026
- WealthNavi 2025 Q3 filed Oct. 15, 2025
- WealthNavi 2025 Q2 filed July 18, 2025
- WealthNavi 2025 Q1 filed April 14, 2025
- WealthNavi 2024 Q4 filed Feb. 6, 2025
- WealthNavi 2024 Q3 filed Oct. 23, 2024
- WealthNavi 2024 Q1 filed April 17, 2024
- WealthNavi 2023 Q4 filed Jan. 29, 2024
- WealthNavi 2023 Q3 filed Oct. 13, 2023
- WealthNavi 2023 Q2 filed July 6, 2023
- WealthNavi 2023 Q1 filed April 12, 2023
- WealthNavi 2022 Q4 filed Jan. 18, 2023
- WealthNavi 2022 Q3 filed Oct. 13, 2022
- WealthNavi 2022 Q2 filed July 25, 2022
- WealthNavi 2022 Q1 filed April 6, 2022