WealthNavi Inc.
13F Reported Value
ⓘ$11.5M
Holdings
11
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
WealthNavi Inc. disclosed 11 positions worth $11.5M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 1 new position and exited 0 — including a new stake in $GLDM. The portfolio is most concentrated in Other (92.7% of disclosed assets). All figures are sourced directly from WealthNavi Inc.’s Form 13F-HR filing with the SEC under CIK 1774552.
AI Fund Analysis
Stable
$IAUSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
VANGUARD TOTAL STOCK MARKET ETF
—Quality
$4.1M12,935,073 shVANGUARD FTSE DEVELOPED MARKETS ETF
—Quality
$3.2M49,481,329 shISHARES CORE U.S. AGGREGATE BOND ETF
—Quality
$1.1M11,513,352 shVANGUARD FTSE EMERGING MARKETS ETF
—Quality
$870.3K16,101,944 sh- —
Quality
$610.2K6,921,771 sh ISHARES U.S. REAL ESTATE ETF
—Quality
$568.3K6,010,249 shISHARES CORE S&P 500 ETF
—Quality
$418.5K640,705 shISHARES CORE INTERNATIONAL AGGREGATE BOND ETF
—Quality
$302.7K6,048,314 sh- —
Quality
$222.8K517,765 sh ISHARES TIPS BOND ETF
—Quality
$72.3K654,936 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET ETF | — | $4.1M | 12,935,073 |
| VANGUARD FTSE DEVELOPED MARKETS ETF | — | $3.2M | 49,481,329 |
| ISHARES CORE U.S. AGGREGATE BOND ETF | — | $1.1M | 11,513,352 |
| VANGUARD FTSE EMERGING MARKETS ETF | — | $870.3K | 16,101,944 |
| ISHARES GOLD TRUST$IAU | — | $610.2K | 6,921,771 |
| ISHARES U.S. REAL ESTATE ETF | — | $568.3K | 6,010,249 |
| ISHARES CORE S&P 500 ETF | — | $418.5K | 640,705 |
| ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | — | $302.7K | 6,048,314 |
 SPDR GOLD TRUST$GLD | — | $222.8K | 517,765 |
| ISHARES TIPS BOND ETF | — | $72.3K | 654,936 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of WealthNavi Inc.'s 11 positions.
Showing top 10 of 11 holdings.
Sector Allocation
Other
$10.7M
Financials
$842,075
Full Holdings — WealthNavi Inc. (Q1 2026)
All 11 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | VANGUARD TOTAL STOCK MARKET ETF | $4.1M | 36.0% | +4% | — |
| 2 | — | VANGUARD FTSE DEVELOPED MARKETS ETF | $3.2M | 27.5% | -0% | — |
| 3 | — | ISHARES CORE U.S. AGGREGATE BOND ETF | $1.1M | 9.9% | +3% | — |
| 4 | — | VANGUARD FTSE EMERGING MARKETS ETF | $870,310 | 7.5% | +2% | — |
| 5 | $IAU | ISHARES GOLD TRUST | $610,223 | 5.3% | -2% | — |
| 6 | — | ISHARES U.S. REAL ESTATE ETF | $568,329 | 4.9% | +3% | — |
| 7 | — | ISHARES CORE S&P 500 ETF | $418,515 | 3.6% | +14% | — |
| 8 | — | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | $302,658 | 2.6% | +20% | — |
| 9 | $GLD | SPDR GOLD TRUST | $222,789 | 1.9% | -21% | — |
| 10 | — | ISHARES TIPS BOND ETF | $72,279 | 0.6% | -5% | — |
| 11 |  $GLDM | World Gold Trust | $9,063 | 0.1% | NEW | — |
New Positions (1)
$GLDM World Gold Trust$9,063Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for WealthNavi Inc. including:
Track WealthNavi Inc.'s Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for WealthNavi Inc. and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
AI-Powered Hedge Fund Analysis: WealthNavi Inc.
13F Pro is an AI hedge fund tracker and stock research platform. For WealthNavi Inc. (SEC CIK: 1774552), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in WealthNavi Inc.'s portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.