Wealth Navi Inc. Portfolio Holdings

Wealth Navi Inc. has filed its 13F form on April 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $8.99 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 $3.15B, Vanguard Ftse Developed Market with a value of $2.53B, Ishares Core U.S. Aggregate Bo with a value of $1.02B, Vanguard Ftse Emerging Mkts Et with a value of $761M, and Ishares Tr with a value of $450M.

Examining the 13F form we can see an increase of $385M in the current position value, from $8.6B to 8.99B.

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