§ 13F · FUND PROFILE
WealthNavi Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $10M (13F)Positions · 10Turnover · — · Q1Filed · Apr 21, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$9K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD TOTAL STOCK MARKET ETF | 12.94M | $4M | 36.0% | +4% |
| 2 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 49.48M | $3M | 27.5% | ±0% |
| 3 | AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | 11.51M | $1M | 9.9% | +3% |
| 4 | VWO | VANGUARD FTSE EMERGING MARKETS ETF | 16.10M | $870K | 7.5% | +2% |
| 5 | IAU | ISHARES GOLD TRUST | 6.92M | $610K | 5.3% | −2% |
| 6 | IYR | ISHARES U.S. REAL ESTATE ETF | 6.01M | $568K | 4.9% | +3% |
| 7 | IVV | ISHARES CORE S&P 500 ETF | 641K | $419K | 3.6% | +14% |
| 8 | IAGG | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | 6.05M | $303K | 2.6% | +20% |
| 9 | GLD | SPDR GOLD SHARES | 518K | $223K | 1.9% | −21% |
| 10 | TIP | ISHARES TIPS BOND ETF | 655K | $72K | 0.6% | −5% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WEALTHNAVI SIGNAL
AC read
WealthNavi Inc. is a Other fund managing $10 million in assets. The fund runs a focused portfolio of just 10 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed