WealthNavi portfolio
Type not verifiedPortfolio as of Sep 30, 2026 (Q3 2026) · filed with the SEC on Oct 27, 2026 · data updated on Nov 5, 2026 · Q3 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
WealthNavi reported a $12.9 bn portfolio of 11 positions to the SEC as of the end of Q3 2026. Its largest positions are VTI, VEA, AGG.
Sections with a free account
What changed this quarter
11 positions with a change (6 added to, 5 trimmed). 4 are listed here: those of 0.5 points of the portfolio or more (up to 12).
- Vanguard Index Funds−3.7%fewer sharesReduced37.2% → 35.9%
- SPDR Gold Minishares Trust ETF+98%more sharesIncreased1.0% → 2.0%
- Vanguard Ftse Developed ETF+1.9%more sharesIncreased27.6% → 27.6%
- Vanguard International Equity Index F+6.6%more sharesIncreased7.8% → 8.1%
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- Vanguard Index FundsVTI35.9%
- Vanguard Ftse Developed ETFVEA27.6%
- iShares Core U.s. Aggregate ETFAGG9.1%
- Vanguard International Equity Index FVWO8.1%
- iShares Core S&P 500 ETFIVV4.6%
- iShares US Real Estate ETFIYR4.1%
- iShares Gold Trust ETFIAU3.9%
- iShares International Aggregate Bond ETFIAGG2.8%
- SPDR Gold Minishares Trust ETFGLDM2.0%
- SPDR Gold Shares ETFGLD1.4%
- iShares Tips Bond ETFTIP0.5%
Portfolio by sector
- ● No sector 100%
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Type not verified: we have not assigned a type because we found no document that is enough to tell. Most 13F filers are in this situation: we only review in depth those that meet the portfolio criteria.
Not counted as a concentrated manager: more than 20% is ETFs. Its portfolio is shown all the same, but it is left out of manager counts, the consensus and the ranking. How this is decided
Managers of a similar size
A 13F portfolio value between a third and three times this one, whatever the type of filer. It is not a comparison of what they hold.
- EdgePoint Investment GroupInvestment firm · $13.2 bn
- Whale Rock Capital ManagementInvestment firm · $12.5 bn
- Fundsmith LLPInvestment firm · $13.6 bn
- Jericho Capital Asset ManagementInvestment firm · $12.1 bn
- Centersquare Investment ManagementInvestment firm · $11.7 bn
- RTW InvestmentsInvestment firm · $11.7 bn