2026 Q1 Portfolio Activity
In 2026 Q1, WealthNavi Inc. maintained a portfolio of 11 distinct positions. The most significant new addition was SPDR Gold MiniShares Trust, now representing 0.08% of the total fund value. They heavily accumulated shares in ISHARES CORE INTERNATIONAL AGG, increasing the position by 19.9%. The fund also reduced its exposure to SPDR GOLD SHARES by 21.3%.
Position History
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Total Positions
11
Quarter
2026 Q1
Top Holding
VTI (36.0%)
Top 10 Concentration
99.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-11 of 11
WealthNavi Inc. Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VTI
VANGUARD TOTAL ...
|
ETF | 35.97% | 36.72% |
#1
Prev: #1
|
6.5 |
—
|
540,294 | 4.4% |
P
S
|
12,935,073 | $4,149,701 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VEA
VANGUARD FTSE D...
|
ETF | 27.48% | 27.35% |
#2
Prev: #2
|
6.0 |
—
|
-57,544 | -0.1% |
P
S
|
49,481,329 | $3,170,764 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
AGG
ISHARES CORE U....
|
ETF | 9.91% | 9.85% |
#3
Prev: #3
|
5.5 |
—
|
354,238 | 3.2% |
P
S
|
11,513,352 | $1,142,930 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VWO
VANGUARD FTSE E...
|
ETF | 7.54% | 7.53% |
#4
Prev: #4
|
4.0 |
—
|
244,799 | 1.5% |
P
S
|
16,101,944 | $870,310 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
IAU
ISHARES GOLD TR...
|
ETF | 5.29% | 5.09% |
#5
Prev: #5
|
3.1 |
—
|
-167,477 | -2.4% |
P
S
|
6,921,771 | $610,223 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
IYR
ISHARES U.S. RE...
|
ETF | 4.93% | 4.84% |
#6
Prev: #6
|
2.5 |
—
|
171,312 | 2.9% |
P
S
|
6,010,249 | $568,329 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
IVV
ISHARES CORE S&...
|
ETF | 3.63% | 3.41% |
#7
Prev: #7
|
3.5 |
—
|
77,506 | 13.8% |
P
S
|
640,705 | $418,515 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
IAGG
ISHARES CORE IN...
|
ETF | 2.62% | 2.23% |
#8
1
Prev: #9
|
3.0 |
—
|
1,001,984 | 19.9% |
P
S
|
6,048,314 | $302,658 | 2023 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
GLD
SPDR GOLD SHARE...
|
ETF | 1.93% | 2.30% |
#9
1
Prev: #8
|
0.8 |
—
|
-139,821 | -21.3% |
P
S
|
517,765 | $222,789 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
TIP
ISHARES TIPS BO...
|
ETF | 0.63% | 0.67% |
#10
Prev: #10
|
0.8 |
—
|
-37,596 | -5.4% |
P
S
|
654,936 | $72,279 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
GLDM
SPDR Gold MiniS...
|
ETF | 0.08% | — |
#11
Prev: #—
|
3.5 |
—
|
97,779 | — |
NEW
|
97,779 | $9,063 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 |
Showing 1-11 of 11 holdings