WealthNavi Inc.

Q3 2025 13F-HR Holdings

Location
Shinagawa Ku, Tokyo, M0
Holdings as of
9/30/2025
Date filed
10/15/2025
Form type
13F-HR
Num holdings
10
Total value ($000)
$10,789
Net value change ($000)
+860 (8.7%)
New positions
0
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/18/2025 Next filing: 1/15/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VTI 303 8.1%
VEA 173 6.3%
IAU 109 26.6%
IVV 68 25.5%
VWO 56 7.2%
AGG 51 5.1%
IYR 50 10.8%
IAGG 29 14.9%
GLD 25 10.5%
Top Reduces (Value $000, Stocks/ETFs)
TIP -3 -3.6%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type