WealthNavi Inc.

CIK 1774552 · View on SEC EDGAR ↗

Portfolio value
$12.8M
#8,945 of 9,443 by 13F value · top 94.7%
Positions
11
As of
June 30, 2026

Portfolio value QoQ: +10.6% 13F does not disclose cash

Top 10 holdings weight
99.46%
Top 25 holdings weight
100.00%
Positions above 1%
10
Effective number of positions
4.2

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 0.78% Est. buys $252,071 · sells $95,208

Median holding: 7.0 quarters Tracked Q4 2024–Q2 2026 · 100.0% still held

New positions
0
Increased
6
Decreased
5
Closed
0
On this page

Sector breakdown

Other/Unmapped
100.0%

Full portfolio 11 positions

Type Streak 8Q trend
VTI $4,748,261 37.20% 12,831,750 $598,560 Down ×1
VEA $3,525,702 27.62% 49,483,539 $354,938 Up ×1
AGG $1,163,132 9.11% 11,751,184 $20,202 Up ×4
VWO $992,246 7.77% 16,623,315 $121,936 Up ×3
IYR $600,260 4.70% 5,870,511 $31,931 Down ×1
IVV $526,370 4.12% 702,867 $107,855 Up ×6
IAU $502,386 3.94% 6,653,240 $-107,837 Down ×3
IAGG $336,298 2.63% 6,646,207 $33,640 Up ×6
GLD $171,293 1.34% 464,989 $-51,496 Down ×6
GLDM $128,212 1.00% 1,614,358 $119,149 Up ×1
TIP $68,702 0.54% 627,817 $-3,577 Down ×6

Conviction holdings

Positions increased for 3+ consecutive quarters.

Share counts are as reported in 13F filings (not split-adjusted)

Security Value % of portfolio Streak
AGG $1,163,132 9.11% up ×4
VWO $992,246 7.77% up ×3
IVV $526,370 4.12% up ×6
IAGG $336,298 2.63% up ×6

Top movers (QoQ)

Security Action Shares Δ Value Δ
VTI Trimmed -103K +$599K
VEA Bought more +2K +$355K
VWO Bought more +521K +$122K
IVV Bought more +62K +$108K
IAU Trimmed -269K -$108K
GLD Trimmed -53K -$51K
IAGG Bought more +598K +$34K
IYR Trimmed -140K +$32K
AGG Bought more +238K +$20K
TIP Trimmed -27K -$4K

1 position hidden (data completeness check)