Wealth Navi Inc. Portfolio Holdings

Wealth Navi Inc. has filed its 13F form on July 18, 2025 for Q2 2025 where it was disclosed a total value porftolio of $9.93 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 $3.75B, Vanguard Ftse Developed Market with a value of $2.75B, Ishares Core U.S. Aggregate Bo with a value of $993M, Vanguard Ftse Emerging Mkts Et with a value of $774M, and Ishares Tr with a value of $464M.

Examining the 13F form we can see an increase of $942M in the current position value, from $8.99B to 9.93B.

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