Wealth Navi Inc. Portfolio Holdings

Wealth Navi Inc.

$10.8 Billion
Q3 2025

Wealth Navi Inc. has filed its 13F form on October 15, 2025 for Q3 2025 where it was disclosed a total value porftolio of $10.8 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 $4.06B, Vanguard Ftse Developed Market with a value of $2.92B, Ishares Core U.S. Aggregate Bo with a value of $1.04B, Vanguard Ftse Emerging Mkts Et with a value of $830M, and Ishares Gold Trust with a value of $519M.

Examining the 13F form we can see an increase of $860M in the current position value, from $9.93B to 10.8B.

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

Portfolio value $10.8 Billion

ETFs: $10.8 Billion

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
VTI Vanguard Total Stock Market Et ETFs	$0	$4.06 Billion 37.6% of portfolio	12,362,762	Q3 2025 Added 0.08%
VEA Vanguard Ftse Developed Market ETFs	$0	$2.92 Billion 27.1% of portfolio	48,797,610	Q3 2025 Added 1.14%
AGG Ishares Core U.S. Aggregate Bo ETFs	$0	$1.04 Billion 9.67% of portfolio	10,411,748	Q3 2025 Added 3.98%
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$830 Million 7.69% of portfolio	15,310,461	Q3 2025 Reduced 2.19%
IAU Ishares Gold Trust ETFs	$65.3B	$519 Million 4.81% of portfolio	7,130,543	Q3 2025 Added 8.51%
IYR Ishares Tr ETFs	$0	$514 Million 4.77% of portfolio	5,298,667	Q3 2025 Added 8.24%
IVV Ishares Core S&P 500 ETF ETFs	$0	$335 Million 3.11% of portfolio	500,587	Q3 2025 Added 16.28%
GLD Spdr Gold Trust ETFs	$130B	$262 Million 2.43% of portfolio	737,988	Q3 2025 Reduced 5.11%
IAGG Ishares Tr Core Intl Aggregate ETFs	$0	$223 Million 2.07% of portfolio	4,355,338	Q3 2025 Added 14.72%

TIP Ishares Tr Tips Bd ETF ETFs	$0	$80.9 Million 0.75% of portfolio	727,245	Q3 2025 Reduced 4.88%

Summary

Portfolio
No. of Stocks 10
Current Value $10.8 Billion
Prior Value $9.93 Billion
Filing
Period Q3 2025
Filing Date October 15, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 0 stocks
Additional Purchases 7 stocks
Sold out of 0 stocks
Reduced holdings in 3 stocks

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