WealthNavi Inc.
Follow13F filer, CIK 1774552, Shinagawa-ku, TOKYO, Japan
WealthNavi Inc. reported $12,762,862,000 across 11 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-07-23. Its ten largest share positions make up 99.46% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001104659-26-086034
- Period
- 2026-06-30
- Reported value
- $12.8B
- Holdings
- 11
- Top 10 weight
- 99.46%
- New
- 0
- Sold out
- 0
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| GLDMadded | +1,516,579 | $120M |
| IVVadded | +62,162 | $46.6M |
| VWOadded | +521,371 | $31.1M |
| IAGGadded | +597,893 | $30.3M |
| AGGadded | +237,832 | $23.5M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| VTIreduced | -103,323 | -$38.2M |
| IAUreduced | -268,531 | -$20.3M |
| GLDreduced | -52,776 | -$19.4M |
| IYRreduced | -139,738 | -$14.3M |
| TIPreduced | -27,119 | -$2.97M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Holdings, Q2 2026
Share positions as resolved from 13F-HR 0001104659-26-086034, largest first. % of portfolio is the value over $12,762,862,000, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| VTIVANGUARD INDEX FDS | 12,831,750 | $4.75B | 37.2% | -103,323 | Timeline | ||
| VEAVANGUARD TAX-MANAGED FDS | 49,483,539 | $3.53B | 27.62% | +2,210 | Timeline | ||
| AGGISHARES TR | 11,751,184 | $1.16B | 9.11% | +237,832 | Timeline | ||
| VWOVANGUARD INTL EQUITY INDEX F | 16,623,315 | $992M | 7.77% | +521,371 | Timeline | ||
| IYRISHARES TR | 5,870,511 | $600M | 4.7% | -139,738 | Timeline | ||
| IVVISHARES TR | 702,867 | $526M | 4.12% | +62,162 | Timeline | ||
| IAUISHARES GOLD TR | 6,653,240 | $502M | 3.94% | -268,531 | Timeline | ||
| IAGGISHARES TR | 6,646,207 | $336M | 2.63% | +597,893 | Timeline | ||
| GLDSPDR GOLD TR | 464,989 | $171M | 1.34% | -52,776 | Timeline | ||
| GLDMWORLD GOLD TR | 1,614,358 | $128M | 1% | +1,516,579 | Timeline | ||
| TIPISHARES TR | 627,817 | $68.7M | 0.54% | -27,119 | Timeline |
How Q2 2026 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001104659-26-086034 | base | 2026-07-23 | acceptance time not in the bulk data set |
Filings
Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.
| Filing | Subject | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001104659-26-086034 | Quarter ended 2026-06-30 | 2026-07-23 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-26-045706 | Quarter ended 2026-03-31 | 2026-04-21 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-26-003858 | Quarter ended 2025-12-31 | 2026-01-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-25-099545 | Quarter ended 2025-09-30 | 2025-10-15 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-25-068814 | Quarter ended 2025-06-30 | 2025-07-18 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-25-034358 | Quarter ended 2025-03-31 | 2025-04-14 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-25-010100 | Quarter ended 2024-12-31 | 2025-02-06 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-24-110709 | Quarter ended 2024-09-30 | 2024-10-23 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-24-088585 | Quarter ended 2024-06-30 | 2024-08-13 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-24-048032 | Quarter ended 2024-03-31 | 2024-04-17 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-24-007422 | Quarter ended 2023-12-31 | 2024-01-29 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-23-108927 | Quarter ended 2023-09-30 | 2023-10-13 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-23-078408 | Quarter ended 2023-06-30 | 2023-07-06 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-23-044295 | Quarter ended 2023-03-31 | 2023-04-12 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-23-004415 | Quarter ended 2022-12-31 | 2023-01-18 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-22-108222 | Quarter ended 2022-09-30 | 2022-10-13 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-22-082156 | Quarter ended 2022-06-30 | 2022-07-25 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-22-043006 | Quarter ended 2022-03-31 | 2022-04-06 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-22-004611 | Quarter ended 2021-12-31 | 2022-01-18 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-21-123474 | Quarter ended 2021-09-30 | 2021-10-06 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-21-118199 | Quarter ended 2021-06-30 | 2021-09-22 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-21-062683 | Quarter ended 2021-03-31 | 2021-05-07 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-21-021423 | Quarter ended 2020-12-31 | 2021-02-12 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-20-121512 | Quarter ended 2020-09-30 | 2020-11-05 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-20-094246 | Quarter ended 2020-06-30 | 2020-08-13 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-20-048529 | Quarter ended 2020-03-31 | 2020-04-20 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-20-008299 | Quarter ended 2019-12-31 | 2020-01-30 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-19-055060 | Quarter ended 2019-09-30 | 2019-10-21 | acceptance time not in the bulk data set | |
| 13F-HR 0001104659-19-041509 | Quarter ended 2019-06-30 | 2019-07-24 | acceptance time not in the bulk data set | |
| 13F-HR 0000947871-19-000342 | Quarter ended 2019-03-31 | 2019-05-08 | acceptance time not in the bulk data set |