Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
WealthNavi Inc. (CIK 1774552) reported $12.76B across 11 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VTI ($4.75B, 37.20%), VEA ($3.53B, 27.62%), AGG ($1.16B, 9.11%), VWO ($992.2M, 7.77%), IYR ($600.3M, 4.70%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD TOTAL STOCK MARKET ETF | $4.75B | 37.20% | 12.8M | Trimmed |
| 2 | VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $3.53B | 27.62% | 49.5M | Added |
| 3 | AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $1.16B | 9.11% | 11.8M | Added |
| 4 | VWO | VANGUARD FTSE EMERGING MARKETS ETF | $992.2M | 7.77% | 16.6M | Added |
| 5 | IYR | ISHARES U.S. REAL ESTATE ETF | $600.3M | 4.70% | 5.9M | Trimmed |
| 6 | IVV | ISHARES CORE S&P 500 ETF | $526.4M | 4.12% | 702,867 | Added |
| 7 | IAU | ISHARES GOLD TRUST | $502.4M | 3.94% | 6.7M | Trimmed |
| 8 | IAGG | ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | $336.3M | 2.63% | 6.6M | Added |
| 9 | GLD | SPDR GOLD SHARES | $171.3M | 1.34% | 464,989 | Trimmed |
| 10 | GLDM | SPDR Gold MiniShares Trust | $128.2M | 1.00% | 1.6M | Added |
| 11 | TIP | ISHARES TIPS BOND ETF | $68.7M | 0.54% | 627,817 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30