Wealthnavi Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$11.5M
Q ending 2026-03-31
Prior quarter
$11.3M
Q ending 2025-12-31
Change
+2.0% QoQ · +28.4% YoY
Positions
11
reported holdings
Largest positions
All 11 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Total Stock Market Etf | VTI | Shares | $4.1M | 12.9M |
| Vanguard Ftse Developed Markets Et | VEA | Shares | $3.2M | 49.5M |
| Ishares Core U.S. Aggregate Bond E | AGG | Shares | $1.1M | 11.5M |
| Vanguard Ftse Emerging Markets Etf | VWO | Shares | $870K | 16.1M |
| Ishares Gold Trust | IAU | Shares | $610K | 6.9M |
| Ishares U.S. Real Estate Etf | IYR | Shares | $568K | 6.0M |
| Ishares Core S&P 500 Etf | IVV | Shares | $419K | 641K |
| Ishares Core International Aggrega | IAGG | Shares | $303K | 6.0M |
| Spdr Gold Shares | GLD | Shares | $223K | 518K |
| Ishares Tips Bond Etf | TIP | Shares | $72K | 655K |
| Spdr Gold Minishares Trust | GLDM | Shares | $9K | 98K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.