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CIK: 0001774552
Total reported value
$12.8B
$12.8B
10 檔
73.4%
The Q3 2025 SEC filing reveals that WealthNavi Inc. held a total portfolio value of $12.8B, covering 10 public equity positions.
In Q3 2025, WealthNavi Inc. displayed an active expansion posture, initiating 0 new positions and adding to 6 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including VTI, VEA, AGG) accounted for 73.4% of total reported equity market value during Q3 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 37.60% | +1.23% | +0.08% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 27.10% | +0.14% | +1.14% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 9.67% | -0.80% | +3.98% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 7.69% | +0.23% | -2.19% | |
| 5 | IAU | Ishares Gold Trust | ETF-Commodities | 4.81% | -1.35% | +8.51% | |
| 6 | IYR | Ishares US Real Estate ETF | ETF-Other | 4.77% | -0.23% | +8.24% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.11% | +0.49% | +16.28% | |
| 8 | GLD | Spdr Gold Shares | ETF-Commodities | 2.43% | -0.59% | -5.11% | |
| 9 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 2.07% | +0.02% | +14.72% | |
| 10 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.75% | -0.09% | -4.88% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | +2.6% | +0.08% | Add |
| 2 | IAU | Ishares Gold Trust | +0.8% | +8.51% | Add |
| 3 | IVV | Ishares Core S&p 500 ETF | +0.8% | +16.28% | Add |
| 4 | IAGG | Ishares Intl Aggregate Bond | +0.2% | +14.72% | Add |
| 5 | IYR | Ishares US Real Estate ETF | -0.2% | +8.24% | Add |
| 6 | TIP | Ishares Tips Bond ETF | -0.2% | -4.88% | Trim |
| 7 | GLD | Spdr Gold Shares | -0.4% | -5.11% | Trim |
| 8 | VWO | Vanguard Ftse Emerging Marke | -0.8% | -2.19% | Trim |
| 9 | VEA | Vanguard Ftse Developed ETF | -1.1% | +1.14% | Trim |
| 10 | AGG | Ishares Core U.s. Aggregate | -1.7% | +3.98% | Add |
According to official SEC Form 13F filings, WealthNavi Inc. reported a total U.S. public equity portfolio value of $12.8B across 10 disclosed positions in Q3 2025.
During Q3 2025, WealthNavi Inc.'s top holdings by market value included VTI (37.6%)、VEA (27.1%)、AGG (9.7%). The largest single position, VTI, represented 37.6% of total portfolio value.
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Top Position Liquidated / Trimmed
VEA
前期市值: $2.5B
In Q3 2025, WealthNavi Inc. made 10 total portfolio adjustments, initiating 0 new buys, adding to 6 positions, trimming 4 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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