Latest WealthNavi Inc. Stock Portfolio
$12.76Billion | No. of Holdings #11
WealthNavi Inc. Performance
2026 Q2+9.01%
YTD+8.53%
2025+20.03%
About WealthNavi Inc. and 13F Hedge Fund Stock Holdings
On 2026-07-23, the fund reported it's updated stock portfolio. In the 13F Holdings report, WealthNavi Inc. reported an equity portfolio of $12.8 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of WealthNavi Inc. are VB, VEA, IJR. The fund has invested 37.2% of it's portfolio in VANGUARD TOTAL STOCK MARKET ETF and 27.6% of portfolio in VANGUARD FTSE DEVELOPED MARKETS ETF. <br><br> They significantly reduced their stock positions in SPDR GOLD SHARES (GLD), ISHARES TIPS BOND ETF (IJR) and ISHARES GOLD TRUST (IAU). The fund showed a lot of confidence in some stocks as they added substantially to SPDR GOLD MINISHARES TRUST (GLDM), ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF (AGT) and ISHARES CORE S&P 500 ETF (IJR).
WealthNavi Inc. Equity Portfolio Value
Last Reported on: 23 Jul, 2026
$12.76Billion
as of Jul 23, 2026WealthNavi Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that WealthNavi Inc. made a return of 9.01% in the last quarter. In trailing 12 months, it's portfolio return was 18.56%.
- Performance
- S&P 500
New Buys
No new stocks were added by WealthNavi Inc.
Additions
| Ticker | % Inc. |
|---|---|
| spdr gold minishares trust | 1,551 |
| ishares core international aggregate bond etf | 9.89 |
| ishares core s&p 500 etf | 9.7 |
| vanguard ftse emerging markets etf | 3.24 |
| ishares core u.s. aggregate bond etf | 2.07 |
| vanguard ftse developed markets etf | 0.00 |
Additions to existing portfolio by WealthNavi Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| spdr gold shares | -10.19 |
| ishares tips bond etf | -4.14 |
| ishares gold trust | -3.88 |
| ishares u.s. real estate etf | -2.32 |
| vanguard total stock market etf | -0.8 |
WealthNavi Inc. reduced stake in above stock
Sold off
None of the stocks were completely sold off by WealthNavi Inc.
Sector Distribution
WealthNavi Inc. has about 100% of it's holdings in Others sector.
- Others
| Sector | % |
|---|---|
| Others | 100 |
Market Cap. Distribution
WealthNavi Inc. has about 0% of it's portfolio invested in the large-cap and mega-cap stocks.
- UNALLOCATED
| Category | % |
|---|---|
| UNALLOCATED | 100 |
Stocks belong to which Index?
About 0% of the stocks held by WealthNavi Inc. either belong to S&P 500 or RUSSELL 2000 index.
- Others
| Index | % |
|---|---|
| Others | 100 |
| Top 5 Winners (%) | % | |
|---|---|---|
| VB | vanguard total stock market etf | 15.3 % |
| IJR | ishares core s&p 500 etf | 13.9 % |
| VEA | vanguard ftse developed markets etf | 11.2 % |
| VEU | vanguard ftse emerging markets etf | 10.3 % |
| IJR | ishares u.s. real estate etf | 8.0 % |
| Top 5 Winners ($) | $ | |
|---|---|---|
| VB | vanguard total stock market etf | 634.3 M |
| VEA | vanguard ftse developed markets etf | 354.8 M |
| VEU | vanguard ftse emerging markets etf | 92.3 M |
| IJR | ishares core s&p 500 etf | 64.3 M |
| IJR | ishares u.s. real estate etf | 45.7 M |
| Top 5 Losers (%) | % | |
|---|---|---|
| IAU | ishares gold trust | -14.1 % |
| GLD | spdr gold shares | -13.7 % |
| GLDM | spdr gold minishares trust | -8.1 % |
| IJR | ishares tips bond etf | -0.8 % |
| IJR | ishares core u.s. aggregate bond etf | -0.3 % |
| Top 5 Losers ($) | $ | |
|---|---|---|
| IAU | ishares gold trust | -85.9 M |
| GLD | spdr gold shares | -30.4 M |
| GLDM | spdr gold minishares trust | -11.4 M |
| IJR | ishares core u.s. aggregate bond etf | -3.4 M |
| IJR | ishares tips bond etf | -0.6 M |
WealthNavi Inc. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of WealthNavi Inc.
WealthNavi Inc. has 11 stocks in it's portfolio. IAU proved to be the most loss making stock for the portfolio. VB was the most profitable stock for WealthNavi Inc. last quarter.
$12.76BTotal Value
11.00Positions
23 Jul, 2026Last Reported
| Expand | Holdingsorted ascending | % Portfolio | Shares Held | $ Value | % Change |
|---|---|---|---|---|---|
 AGT Ishares Core International Aggregate Bond EtfIshares Core International Aggregate Bond EtfAGT | 2.63% | 6,646,210 | $336.30M 2.63% | 9.89%increased 9.89 percentadded | |
 GLD Spdr Gold SharesSpdr Gold SharesGLD | 1.34% | 464,989 | $171.29M 1.34% | 10.19%decreased 10.19 percentreduced | |
 GLDM Spdr Gold Minishares TrustSpdr Gold Minishares TrustGLDM | 1% | 1,614,360 | $128.21M 1% | 1551.03%increased 1551.03 percentadded | |
 IAU Ishares Gold TrustIshares Gold TrustIAU | 3.94% | 6,653,240 | $502.39M 3.94% | 3.88%decreased 3.88 percentreduced | |
 IJR Ishares Core U.S. Aggregate Bond EtfIshares Core U.S. Aggregate Bond EtfIJR | 9.11% | 11,751,200 | $1.16B 9.11% | 2.07%increased 2.07 percentadded | |
IJR Ishares U.S. Real Estate EtfIshares U.S. Real Estate EtfIJR | 4.7% | 5,870,510 | $600.26M 4.7% | 2.32%decreased 2.32 percentreduced | |
IJR Ishares Core S&P 500 EtfIshares Core S&P 500 EtfIJR | 4.12% | 702,867 | $526.37M 4.12% | 9.7%increased 9.7 percentadded | |
IJR Ishares Tips Bond EtfIshares Tips Bond EtfIJR | 0.54% | 627,817 | $68.70M 0.54% | 4.14%decreased 4.14 percentreduced | |
 VB Vanguard Total Stock Market EtfVanguard Total Stock Market EtfVB | 37.2% | 12,831,800 | $4.75B 37.2% | 0.8%decreased 0.8 percentreduced | |
 VEA Vanguard Ftse Developed Markets EtfVanguard Ftse Developed Markets EtfVEA | 27.62% | 49,483,500 | $3.53B 27.62% | 0%unchanged 0 percentadded | |
 VEU Vanguard Ftse Emerging Markets EtfVanguard Ftse Emerging Markets EtfVEU | 7.77% | 16,623,300 | $992.25M 7.77% | 3.24%increased 3.24 percentadded | |