WealthNavi
WealthNavi reported 11 stocks worth $12.9M in its 13F filing for Q3 2026, filed Oct 27, 2026. Its largest holdings are VTI (35.9%), VEA (27.6%) and AGG (9.1%). Compared with Q2 2026, the fund added to VEA, AGG and VWO and trimmed VTI, IYR and IAU.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VTI Vanguard Total Stock Market ETF | $4.6M | 35.9% | 12.4M | −472K (−4%) | 8 of 8 | |
| 2 |  VEA Vanguard Tax-Managed Fds | $3.6M | 27.6% | 50.4M | +932K (+2%) | 8 of 8 | |
| 3 |  AGG Ishares TR | $1.2M | 9.1% | 12.4M | +653K (+6%) | 8 of 8 | |
| 4 |  VWO Vanguard Intl Equity Index F | $1.1M | 8.2% | 17.7M | +1.1M (+7%) | 8 of 8 | |
| 5 |  IVV Ishares TR | $592K | 4.6% | 773K | +70K (+10%) | 8 of 8 | |
| 6 |  IYR Ishares TR | $527K | 4.1% | 5.5M | −330K (−6%) | 8 of 8 | |
| 7 |  IAU Ishares Gold TR | $505K | 3.9% | 6.5M | −190K (−3%) | 8 of 8 | |
| 8 |  IAGG Ishares TR | $361K | 2.8% | 7.3M | +695K (+10%) | 8 of 8 | |
| 9 |  GLDM World Gold TR | $263K | 2.0% | 3.2M | +1.6M (+98%) | 3 of 8 | |
| 10 |  GLD Spdr Gold TR | $175K | 1.4% | 459K | −5,914 (−1%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 27, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →WealthNavi 13F FAQ
What does WealthNavi own?
WealthNavi reported 11 stocks worth $12.9M in its 13F filing for Q3 2026, filed Oct 27, 2026. Its largest holdings are VTI (35.9%), VEA (27.6%) and AGG (9.1%). The table above lists every position in the filing (the top 10 without an account).
What did WealthNavi buy and sell in Q3 2026?
Compared with Q2 2026: 0 new positions, 6 added to, 5 trimmed and 0 sold out.
When will WealthNavi file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is WealthNavi's portfolio worth?
The Q3 2026 filing reports $12.9M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.