StockDriftsStockDriftsTop 11 Wealthnavi INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF | 35.87% | 12.36M | $4.63B | -3.68%(-472.07K) | $195.27(+91.23%) | 2026-09-30 | |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 27.61% | 50.42M | $3.56B | +1.88%(+932.04K) | $45.85(+52.42%) | 2026-09-30 | |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | 9.09% | 12.40M | $1.17B | +5.56%(+653.01K) | $105.38(-8.81%) | 2026-09-30 | |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | 8.15% | 17.72M | $1.05B | +6.58%(+1.09M) | $47.77(+18.93%) | 2026-09-30 | |
| IVV | ISHARES CORE S&P 500 ETF | 4.59% | 772.6K | $591.7M | +9.92%(+69.73K) | $615.97(+25.53%) | 2026-09-30 | |
| IYR | ISHARES U.S. REAL ESTATE ETF | 4.08% | 5.54M | $526.5M | -5.63%(-330.47K) | $88.57(+10.61%) | 2026-09-30 | |
| IAU | ISHARES GOLD TRUST | 3.91% | 6.46M | $504.8M | -2.86%(-190.25K) | $42.08(+81.41%) | 2026-09-30 | |
| IAGG | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | 2.8% | 7.34M | $361.2M | +10.46%(+695.05K) | $50.28(-1.66%) | 2026-09-30 | |
| GLDM | SPDR Gold MiniShares Trust | 2.04% | 3.20M | $263.2M | +98.38%(+1.59M) | $82.74(-2.93%) | 2026-09-30 | |
| GLD | SPDR GOLD SHARES | 1.36% | 459.1K | $174.8M | -1.27%(-5.91K) | $143.28(+159.82%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.45% | +57.91% | +7.00% | +40.25% |
| Top 20 Holdings Unweighted | +14.11% | +48.57% | +5.13% | +28.42% |
Wealthnavi INC reports $12.89B in US-listed equity holdings across 11 positions in its most recent 13F filing. Its largest disclosed positions are VTI (35.9%), VEA (27.6%) and AGG (9.1%). The top 20 holdings account for 99.99% of reported assets. Its disclosed equity book has returned +57.91% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Wealthnavi INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1774552). View Wealthnavi INC’s 13F filings on SEC