Funds › WealthNavi Inc.
WealthNavi Inc.
13F for Q3 2026, filed Oct 27, 2026. 11 positions worth $12.9B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Reported in thousands of dollars; shown in dollars. The filing on the SEC site shows the figures as filed.
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Holdings, Q3 2026
Largest first. Common shares only.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | Vanguard Index Fds Mrngstr Ttl Stk | 12.36M | $4.6B | 35.9% | -3.7% | 13F ↗ |
| 2 | Vanguard Tax-Managed Fds | 50.42M | $3.6B | 27.6% | +1.9% | 13F ↗ |
| 3 | iShares Tr Core Us Aggbd Et | 12.40M | $1.2B | 9.1% | +5.6% | 13F ↗ |
| 4 | Vanguard International Equity Index F Ftse Emr Mkt Etf | 17.72M | $1.1B | 8.1% | +6.6% | 13F ↗ |
| 5 | iShares Tr Core S&P500 Etf | 772,596 | $591.7M | 4.6% | +9.9% | 13F ↗ |
| 6 | iShares Tr U.S. Real Es Etf | 5.54M | $526.5M | 4.1% | -5.6% | 13F ↗ |
| 7 | IAU iShares Gold Trust · Ishares New | 6.46M | $504.8M | 3.9% | -2.9% | 13F ↗ |
| 8 | iShares Tr Core Intl Aggr | 7.34M | $361.2M | 2.8% | +10.5% | 13F ↗ |
| 9 | GLDM SPDR Gold MiniShares Trust · Spdr Gld Minis | 3.20M | $263.2M | 2.0% | +98.4% | 13F ↗ |
| 10 | GLD SPDR Gold Shares · Gold Shs | 459,075 | $174.8M | 1.4% | -1.3% | 13F ↗ |
| 11 | iShares Tr Bond Etf | 605,921 | $63.0M | 0.5% | -3.5% | 13F ↗ |
Changes since Q2 2026
0 new, 6 added to, 5 trimmed, 0 exited, 0 unchanged. By estimated dollars.
New positions (0)
None this quarter.
Added to (6)
| GLDM SPDR Gold MiniShares Trust · Spdr Gld Minis | 3.20M | +98.4% | $130.5M |
| Vanguard Tax-Managed Fds | 50.42M | +1.9% | $65.8M |
| Vanguard International Equity Index F Ftse Emr Mkt Etf | 17.72M | +6.6% | $64.9M |
| iShares Tr Core Us Aggbd Et | 12.40M | +5.6% | $61.7M |
| iShares Tr Core S&P500 Etf | 772,596 | +9.9% | $53.4M |
| iShares Tr Core Intl Aggr | 7.34M | +10.5% | $34.2M |
Trimmed (5)
Exited (0)
None this quarter.
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
Compare two quarters
Pick any two quarters: what is new, added to, trimmed or exited. Premium plan.
Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
Pick a quarter to see what the fund's biggest positions were then.
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Oct 27, 2026 | 13F-HR | 11 | $12.9B * | Current | SEC ↗ |
| Q2 2026 | Jul 23, 2026 | 13F-HR | 11 | $12.8B * | Current | SEC ↗ |
| Q1 2026 | Apr 21, 2026 | 13F-HR | 11 | $11.5B * | Current | SEC ↗ |
| Q4 2025 | Jan 15, 2026 | 13F-HR | 10 | $11.3B * | Current | SEC ↗ |
| Q3 2025 | Oct 15, 2025 | 13F-HR | 10 | $10.8B * | Current | SEC ↗ |
| Q2 2025 | Jul 18, 2025 | 13F-HR | 10 | $9.9B * | Current | SEC ↗ |
| Q1 2025 | Apr 14, 2025 | 13F-HR | 10 | $9.0B * | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. A * marks a report whose values we put in dollars; the adjusted figures are shown. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer