WealthNavi Inc.

Q3 2026 13F-HR Holdings

Location
Shinagawa Ku, Tokyo, M0
Holdings as of
9/30/2026
Date filed
10/27/2026
Form type
13F-HR
Num holdings
11
Total value ($000)
$12,894
Net value change ($000)
+131 (1.0%)
New positions
0
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
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)
GLDM 135 105.5%
IVV 66 12.5%
VWO 59 5.9%
VEA 34 1.0%
IAGG 25 7.4%
AGG 10 0.9%
GLD 4 2.3%
IAU 3 0.6%
Top Reduces (Value $000, Stocks/ETFs)
VTI -123 -2.6%
IYR -73 -12.2%
TIP -6 -8.7%
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