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WealthNavi Inc.

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13F filer, CIK 1774552, Shinagawa-ku, TOKYO, Japan

WealthNavi Inc. reported $10,789,009,000 across 10 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-10-15.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001104659-25-099545

Period
2025-09-30
Reported value
$10.8B
Holdings
10
Top 10 weight
100%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
IVVadded+70,090$46.9M
IAUadded+559,413$40.7M
AGGadded+398,378$39.9M
IYRadded+403,581$39.2M
VEAadded+549,899$32.9M

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

SecurityShares changeApprox. value
VWOreduced-342,789-$18.6M
GLDreduced-39,729-$14.1M
TIPreduced-37,285-$4.15M

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, Q3 2025

Share positions as resolved from 13F-HR 0001104659-25-099545, largest first. % of portfolio is the value over $10,789,009,000, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,372,065 shares; 2024Q4: 11,111,500 shares; 2025Q1: 11,457,212 shares; 2025Q2: 12,352,859 shares; 2025Q3: 12,362,762 shares 12,362,762$4.06B37.6%+9,903Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,095,601 shares; 2024Q4: 49,426,996 shares; 2025Q1: 49,789,539 shares; 2025Q2: 48,247,711 shares; 2025Q3: 48,797,610 shares 48,797,610$2.92B27.1%+549,899Timeline
AGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,862,677 shares; 2024Q4: 10,070,637 shares; 2025Q1: 10,341,692 shares; 2025Q2: 10,013,370 shares; 2025Q3: 10,411,748 shares 10,411,748$1.04B9.67%+398,378Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,080,266 shares; 2024Q4: 16,165,516 shares; 2025Q1: 16,822,932 shares; 2025Q2: 15,653,250 shares; 2025Q3: 15,310,461 shares 15,310,461$830M7.69%-342,789Timeline
IAUISHARES GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,782,790 shares; 2024Q4: 5,924,001 shares; 2025Q1: 6,049,600 shares; 2025Q2: 6,571,130 shares; 2025Q3: 7,130,543 shares 7,130,543$519M4.81%+559,413Timeline
IYRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,387,956 shares; 2024Q4: 4,456,004 shares; 2025Q1: 4,696,857 shares; 2025Q2: 4,895,086 shares; 2025Q3: 5,298,667 shares 5,298,667$514M4.77%+403,581Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 215,534 shares; 2024Q4: 283,584 shares; 2025Q1: 362,456 shares; 2025Q2: 430,497 shares; 2025Q3: 500,587 shares 500,587$335M3.11%+70,090Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,037,738 shares; 2024Q4: 982,798 shares; 2025Q1: 880,806 shares; 2025Q2: 777,717 shares; 2025Q3: 737,988 shares 737,988$262M2.43%-39,729Timeline
IAGGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,092,315 shares; 2024Q4: 2,557,308 shares; 2025Q1: 3,408,794 shares; 2025Q2: 3,796,589 shares; 2025Q3: 4,355,338 shares 4,355,338$223M2.07%+558,749Timeline
TIPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 884,044 shares; 2024Q4: 841,524 shares; 2025Q1: 797,453 shares; 2025Q2: 764,530 shares; 2025Q3: 727,245 shares 727,245$80.9M0.75%-37,285Timeline

How Q3 2025 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).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001104659-25-099545 base2025-10-15acceptance time not in the bulk data set