WealthNavi Inc.

CIK 0001774552 · SHINAGAWA-KU, TOKYO, M0 · Quarter end: 2026-06-30 · Filed on: 2026-07-23 · Open the SEC source

WealthNavi Inc. reported 11 positions worth $12.8M as of June 30, 2026 (13F filed July 23, 2026). Largest holding: VTI (37.2%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$12.8M
2026 Q2
Positions
11
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
99.5%
Est. Net Flow (Q)
2026 Q2
10 / 11 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1VTIVANGUARD TOTAL STOCK MARKET ETFSH$4.7M37.20%12,831,750
2VEAVANGUARD FTSE DEVELOPED MARKETS ETFSH$3.5M27.62%49,483,539
3AGGISHARES CORE U.S. AGGREGATE BOND ETFSH$1.2M9.11%11,751,184
4VWOVANGUARD FTSE EMERGING MARKETS ETFSH$992.2K7.77%16,623,315
5IYRISHARES U.S. REAL ESTATE ETFSH$600.3K4.70%5,870,511
6IVVISHARES CORE S&P 500 ETFSH$526.4K4.12%702,867
7IAUISHARES GOLD TRUSTSH$502.4K3.94%6,653,240
8IAGGISHARES CORE INTERNATIONAL AGGREGATE BOND ETFSH$336.3K2.63%6,646,207
9GLDSPDR GOLD SHARESSH$171.3K1.34%464,989
10GLDMSPDR Gold MiniShares TrustSH$128.2K1.00%1,614,358

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does WealthNavi Inc. hold as of Q2 2026?

WealthNavi Inc. reported 11 positions worth $12.8M in its Q2 2026 13F filing. Largest positions: VTI (37.2%), VEA (27.6%), AGG (9.1%), VWO (7.8%) and IYR (4.7%).

What did WealthNavi Inc. buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did WealthNavi Inc. sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.