Wealth Navi Inc. Portfolio Holdings

Wealth Navi Inc. has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $8.6 Billion distributed in 10 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $3.22B, Vanguard Ftse Developed Market with a value of $2.36B, Ishares Core U.S. Aggregate Bo with a value of $976M, Vanguard Ftse Emerging Mkts Et with a value of $712M, and Ishares Tr with a value of $415M.

Examining the 13F form we can see an decrease of $138M in the current position value, from $8.74B to 8.6B.

Below you can find more details about Wealth Navi Inc. portfolio as well as his latest detailed transactions.