§ 13F · FUND PROFILE
WealthNavi Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $9.9T (13F)Positions · 10Turnover · — · Q4Filed · Jan 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$11.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD TOTAL STOCK MARKET ETF | 12.39M | $4.2T | 36.7% | NEW |
| 2 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | 49.54M | $3.1T | 27.3% | NEW |
| 3 | AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | 11.16M | $1.1T | 9.8% | NEW |
| 4 | VWO | VANGUARD FTSE EMERGING MARKETS ETF | 15.86M | $852.5B | 7.5% | NEW |
| 5 | IAU | ISHARES GOLD TRUST | 7.09M | $575.4B | 5.1% | NEW |
| 6 | IYR | ISHARES U.S. REAL ESTATE ETF | 5.84M | $548.2B | 4.8% | NEW |
| 7 | IVV | ISHARES CORE S&P 500 ETF | 563K | $385.8B | 3.4% | NEW |
| 8 | GLD | SPDR GOLD SHARES | 658K | $260.6B | 2.3% | NEW |
| 9 | IAGG | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | 5.05M | $252.4B | 2.2% | NEW |
| 10 | TIP | ISHARES TIPS BOND ETF | 693K | $76.1B | 0.7% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WEALTHNAVI SIGNAL
AC read
WealthNavi Inc. is a Other fund managing $9928.7 trillion 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
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