Wealth Navi Inc. Portfolio Holdings

Wealth Navi Inc.

$11.3 Billion
Q4 2025

Wealth Navi Inc. has filed its 13F form on January 15, 2026 for Q4 2025 where it was disclosed a total value porftolio of $11.3 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 $4.16B, Vanguard Ftse Developed Market with a value of $3.09B, Ishares Core U.S. Aggregate Bo with a value of $1.11B, Vanguard Ftse Emerging Mkts Et with a value of $852M, and Ishares Gold Trust with a value of $575M.

Examining the 13F form we can see an increase of $527M in the current position value, from $10.8B to 11.3B.

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

Portfolio value $11.3 Billion

ETFs: $11.3 Billion

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
VTI Vanguard Total Stock Market Et ETFs	$0	$4.16 Billion 36.72% of portfolio	12,394,779	Q4 2025 Added 0.26%
VEA Vanguard Ftse Developed Market ETFs	$0	$3.09 Billion 27.35% of portfolio	49,538,873	Q4 2025 Added 1.52%
AGG Ishares Core U.S. Aggregate Bo ETFs	$0	$1.11 Billion 9.85% of portfolio	11,159,114	Q4 2025 Added 7.18%
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$852 Million 7.53% of portfolio	15,857,145	Q4 2025 Added 3.57%
IAU Ishares Gold Trust ETFs	$65.3B	$575 Million 5.09% of portfolio	7,089,248	Q4 2025 Reduced 0.58%
IYR Ishares Tr ETFs	$0	$548 Million 4.84% of portfolio	5,838,937	Q4 2025 Added 10.2%
IVV Ishares Core S&P 500 ETF ETFs	$0	$386 Million 3.41% of portfolio	563,199	Q4 2025 Added 12.51%
GLD Spdr Gold Trust ETFs	$130B	$261 Million 2.3% of portfolio	657,586	Q4 2025 Reduced 10.89%
IAGG Ishares Tr Core Intl Aggregate ETFs	$0	$252 Million 2.23% of portfolio	5,046,330	Q4 2025 Added 15.87%

TIP Ishares Tr Tips Bd ETF ETFs	$0	$76.1 Million 0.67% of portfolio	692,532	Q4 2025 Reduced 4.77%

Summary

Portfolio
No. of Stocks 10
Current Value $11.3 Billion
Prior Value $10.8 Billion
Filing
Period Q4 2025
Filing Date January 15, 2026
Form Type 13F-HR
Activity in Q4 2025
New Purchases 0 stocks
Additional Purchases 7 stocks
Sold out of 0 stocks
Reduced holdings in 3 stocks

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