StockDriftsStockDriftsTop 11 WealthNavi Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 37.2% | 12.83M | $4.75B | -0.80%(-103.32K) | $195.27(+95.65%) | 2026-06-30 | |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 27.62% | 49.48M | $3.53B | +0.00%(+2.21K) | $45.38(+60.85%) | 2026-06-30 | |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | 9.11% | 11.75M | $1.16B | +2.07%(+237.83K) | $105.86(-7.97%) | 2026-06-30 | |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | 7.77% | 16.62M | $992.2M | +3.24%(+521.37K) | $47.00(+28.53%) | 2026-06-30 | |
| IYR | ISHARES U.S. REAL ESTATE ETF | 4.7% | 5.87M | $600.3M | -2.32%(-139.74K) | $88.57(+16.53%) | 2026-06-30 | |
| IVV | ISHARES CORE S&P 500 ETF | 4.12% | 702.9K | $526.4M | +9.70%(+62.16K) | $601.94(+29.14%) | 2026-06-30 | |
| IAU | ISHARES GOLD TRUST | 3.94% | 6.65M | $502.4M | -3.88%(-268.53K) | $42.08(+96.63%) | 2026-06-30 | |
| IAGG | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | 2.63% | 6.65M | $336.3M | +9.89%(+597.89K) | $50.32(-0.69%) | 2026-06-30 | |
| GLD | SPDR GOLD SHARES | 1.34% | 465.0K | $171.3M | -10.19%(-52.78K) | $143.28(+181.67%) | 2026-06-30 | |
| GLDM | SPDR Gold MiniShares Trust | 1% | 1.61M | $128.2M | +1551.03%(+1.52M) | $84.65(+2.90%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +14.85% | +51.51% | +6.71% | +38.39% |
| Top 20 Holdings Unweighted | +12.54% | +42.52% | +4.92% | +27.16% |
WealthNavi Inc. reports $12.76B in US-listed equity holdings across 11 positions in its most recent 13F filing. Its largest disclosed positions are VTI (37.2%), VEA (27.6%) and AGG (9.1%). The top 20 holdings account for 99.97% of reported assets. Its disclosed equity book has returned +51.51% on a three-year cumulative basis. Figures reflect the Q2 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