2026 Q3 Portfolio Activity
In 2026 Q3, WealthNavi Inc. maintained a portfolio of 11 distinct positions. They heavily accumulated shares in SPDR Gold MiniShares Trust, increasing the position by 98.4%.
Position History
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Total Positions
11
Quarter
2026 Q3
Top Holding
VTI (35.9%)
Top 10 Concentration
99.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-11 of 11
WealthNavi Inc. Full Holdings List — 2026 Q3
| 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 MORNIN...
|
ETF | 35.87% | 37.20% |
#1
Prev: #1
|
6.5 |
—
|
-472,066 | -3.7% |
P
S
|
12,359,684 | $4,625,488 |
$189.04
+96.3%
|
2019 Q1 | 13F Filing | 2026-09-30 | 2026-10-27 | ||
|
VEA
VANGUARD FTSE D...
|
ETF | 27.61% | 27.62% |
#2
Prev: #2
|
6.0 |
—
|
932,045 | 1.9% |
P
S
|
50,415,584 | $3,559,844 |
$45.31
+53.3%
|
2019 Q1 | 13F Filing | 2026-09-30 | 2026-10-27 | ||
|
AGG
ISHARES CORE U....
|
ETF | 9.09% | 9.11% |
#3
Prev: #3
|
6.6 |
—
|
653,006 | 5.6% |
P
S
|
12,404,190 | $1,172,692 |
$91.94
+3.4%
|
2019 Q1 | 13F Filing | 2026-09-30 | 2026-10-27 | ||
|
VWO
VANGUARD FTSE E...
|
ETF | 8.15% | 7.77% |
#4
Prev: #4
|
5.8 |
—
|
1,094,474 | 6.6% |
P
S
|
17,717,789 | $1,050,842 | 2019 Q1 | 13F Filing | 2026-09-30 | 2026-10-27 | |||
|
IVV
ISHARES CORE S&...
|
ETF | 4.59% | 4.12% |
#5
1
Prev: #6
|
4.3 |
—
|
69,729 | 9.9% |
P
S
|
772,596 | $591,693 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-10-27 | |||
|
IYR
ISHARES U.S. RE...
|
ETF | 4.08% | 4.70% |
#6
1
Prev: #5
|
2.1 |
—
|
-330,474 | -5.6% |
P
S
|
5,540,037 | $526,525 | 2019 Q1 | 13F Filing | 2026-09-30 | 2026-10-27 | |||
|
IAU
ISHARES GOLD TR...
|
ETF | 3.91% | 3.94% |
#7
Prev: #7
|
2.1 |
—
|
-190,248 | -2.9% |
P
S
|
6,462,992 | $504,760 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-27 | |||
|
IAGG
ISHARES CORE IN...
|
ETF | 2.80% | 2.63% |
#8
Prev: #8
|
3.1 |
—
|
695,050 | 10.5% |
P
S
|
7,341,257 | $361,190 | 2023 Q4 | 13F Filing | 2026-09-30 | 2026-10-27 | |||
|
GLDM
SPDR Gold MiniS...
|
ETF | 2.04% | 1.00% |
#9
1
Prev: #10
|
3.8 |
—
|
1,588,202 | 98.4% |
P
S
|
3,202,560 | $263,186 | 2026 Q1 | 13F Filing | 2026-09-30 | 2026-10-27 | |||
|
GLD
SPDR GOLD SHARE...
|
ETF | 1.36% | 1.34% |
#10
1
Prev: #9
|
1.0 |
—
|
-5,914 | -1.3% |
P
S
|
459,075 | $174,834 | 2019 Q1 | 13F Filing | 2026-09-30 | 2026-10-27 | |||
|
TIP
ISHARES TIPS BO...
|
ETF | 0.49% | 0.54% |
#11
Prev: #11
|
0.7 |
—
|
-21,896 | -3.5% |
P
S
|
605,921 | $63,040 | 2019 Q1 | 13F Filing | 2026-09-30 | 2026-10-27 |
Showing 1-11 of 11 holdings