AiSiWhale

AI & tech investing

WealthNavi Inc.

CIK 1774552

13F filing for Q2 2026・No. 487

Holdings
US$12.76B
Quarter change
+US$1.23B
Entries
11
Net bought (estimate)
+US$156.86M

This quarter was filed in thousands of dollars (dollars are required since 2023); multiplied by 1,000 here.

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 0
  • Sold out 0
  • Cut 5
  • Added 6
  • Corporate actions 0
  • Unchanged 0

Largest holdings

11 stocks worth US$12.76B, options and bonds left out.

StockThis quarterValueWeight
VANGUARD TOTAL STOCK MARKET ETFETFCutUS$4.75B37.20%
VANGUARD FTSE DEVELOPED MARKETS ETFETFAddedUS$3.53B27.62%
ISHARES CORE U.S. AGGREGATE BOND ETFETFAddedUS$1.16B9.11%
VWOVANGUARD FTSE EMERGING MARKETS ETFETFAddedUS$992.25M7.77%
ISHARES U.S. REAL ESTATE ETFETFCutUS$600.26M4.70%
IVVISHARES CORE S&P 500 ETFETFAddedUS$526.37M4.12%
ISHARES GOLD TRUSTETFCutUS$502.39M3.94%
ISHARES CORE INTERNATIONAL AGGREGATE BOND ETFETFAddedUS$336.3M2.63%
GLDSPDR GOLD SHARESETFCutUS$171.29M1.34%
SPDR Gold MiniShares TrustETFAddedUS$128.21M1.00%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

AiSiWhaleAI & tech investing

Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.