Wealth Navi Inc. Portfolio Holdings by Sector
Wealth Navi Inc.
- $10.8 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
VEA AGG VWO IAU IVV GLD IAGG TIP 8 stocks |
$6.22 Million
57.63% of portfolio
|
5
|
3
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
VTI IYR 2 stocks |
$4.57 Million
42.37% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|