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CIK: 0001774552
Total reported value
$12.8B
$12.8B
11 檔
77.9%
According to the latest 13F quarterly dataset, WealthNavi Inc. managed an equity portfolio of $12.8B at the end of Q1 2026, spanning 11 distinct U.S. exchange-listed positions.
In Q1 2026, WealthNavi Inc. displayed an active expansion posture, initiating 1 new positions and adding to 6 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 35.97% | +1.23% | +4.36% | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 27.48% | +0.14% | -0.12% | |
| 3 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 9.91% | -0.80% | +3.17% | |
| 4 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 7.54% | +0.23% | +1.54% | |
| 5 | IAU | Ishares Gold Trust | ETF-Commodities | 5.29% | -1.35% | -2.36% | |
| 6 | IYR | Ishares US Real Estate ETF | ETF-Other | 4.93% | -0.23% | +2.93% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.63% | +0.49% | +13.76% | |
| 8 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 2.62% | +0.02% | +19.86% | |
| 9 | GLD | Spdr Gold Shares | ETF-Commodities | 1.93% | -0.59% | -21.26% | |
| 10 | TIP | Ishares Tips Bond ETF | ETF-Other | 0.63% | -0.09% | -5.43% | |
| 11 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.08% | +0.92% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IAGG | Ishares Intl Aggregate Bond | +0.4% | +19.86% | Add |
| 2 | IVV | Ishares Core S&p 500 ETF | +0.2% | +13.76% | Add |
| 3 | IAU | Ishares Gold Trust | +0.2% | -2.36% | Trim |
| 4 | VEA | Vanguard Ftse Developed ETF | +0.1% | -0.12% | Trim |
| 5 | IYR | Ishares US Real Estate ETF | +0.1% | +2.93% | Add |
| 6 | AGG | Ishares Core U.s. Aggregate | +0.1% | +3.17% | Add |
| 7 | VWO | Vanguard Ftse Emerging Marke | 0% | +1.54% | Add |
| 8 | TIP | Ishares Tips Bond ETF | 0% | -5.43% | Trim |
| 9 | GLD | Spdr Gold Shares | -0.4% | -21.26% | Trim |
| 10 | VTI | Vanguard Total Stock Mkt ETF | -0.8% | +4.36% | Add |
| 11 | GLDM | Spdr Gold Minishares Trust | — | NEW | New buy |
According to official SEC Form 13F filings, WealthNavi Inc. reported a total U.S. public equity portfolio value of $12.8B across 11 disclosed positions in Q1 2026.
During Q1 2026, WealthNavi Inc.'s top holdings by market value included VTI (36.0%)、VEA (27.5%)、AGG (9.9%). The largest single position, VTI, represented 36.0% of total portfolio value.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, VEA, AGG) accounted for 77.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
GLDM
市值: $9.1M
Top Position Liquidated / Trimmed
VEA
前期市值: $3.1B
In Q1 2026, WealthNavi Inc. made 11 total portfolio adjustments, initiating 1 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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