WEALTHNAVI INC
Q3 2025 Form 13-F
SHIBUYA-KU, TOKYO
CIK 0001774552
· Institutional investment manager
$10.8B Reported Value Total
Reported value
$10.8B
Quarter over quarter
+6.7%
Holdings
10
Top-10 concentration
100.0%
Key People
Named on the latest Form 13-F filing — not necessarily an owner
Kazuhisa Shibayama
CEO
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Q3 2025 13F record
Q3 2025 13F filing summary
| Period of report | September 30, 2025 |
|---|---|
| Filed | October 15, 2025 |
| Form | 13F-HR |
| Reported value | $10.8B |
| Positions | 10 |
| Change in reported value | +8.7% |
| New positions | 0 |
| Exited positions | 0 |
| Position turnover | 0.0% |
| Top-10 concentration | 100.0% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2026 13F
Filed Oct 27, 2026
|
11 | $12.9B |
|
Q2 2026 13F
Filed Jul 23, 2026
|
11 | $12.8B |
|
Q1 2026 13F
Filed Apr 21, 2026
|
11 | $11.5B |
|
Q4 2025 13F
Filed Jan 15, 2026
|
10 | $11.3B |
|
Q3 2025 13F
Filed Oct 15, 2025
|
10 | $10.8B |
|
Q2 2025 13F
Filed Jul 18, 2025
|
10 | $9.9B |
|
Q1 2025 13F
Filed Apr 14, 2025
|
10 | $9.0B |
|
Q4 2024 13F
Filed Feb 6, 2025
|
10 | $8.6B |
|
Q3 2024 13F
Filed Oct 23, 2024
|
10 | $8.7B |
|
Q2 2024 13F
Filed Aug 13, 2024
|
10 | $7.9B |
|
Q1 2024 13F
Filed Apr 17, 2024
|
10 | $7.5B |
|
Q4 2023 13F
Filed Jan 29, 2024
|
10 | $6.9B |
|
Q3 2023 13F
Filed Oct 13, 2023
|
8 | $6.2B |
|
Q2 2023 13F
Filed Jul 6, 2023
|
8 | $6.2B |
|
Q1 2023 13F
Filed Apr 12, 2023
|
8 | $5.9B |
|
Q4 2022 13F
Filed Jan 18, 2023
|
8 | $5.3B |
|
Q3 2022 13F
Filed Oct 13, 2022
|
7 | $4.7B |
|
Q2 2022 13F
Filed Jul 25, 2022
|
7 | $4.9B |
|
Q1 2022 13F
Filed Apr 6, 2022
|
7 | $5.3B |
|
Q4 2021 13F
Filed Jan 18, 2022
|
7 | $5.5B |
11 earlier quarters on file — choose one from the quarter menu above.
Top 10 holdings · Q3 2025
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | VTI VANGUARD TOTAL STOCK MARKET ETF | $4.1B | 37.6% |
| 2 | VEA VANGUARD FTSE DEVELOPED MARKETS ETF | $2.9B | 27.1% |
| 3 | AGG ISHARES CORE U.S. AGGREGATE BOND ETF | $1.0B | 9.67% |
| 4 | VWO VANGUARD FTSE EMERGING MARKETS ETF | $829.5M | 7.69% |
| 5 | IAU ISHARES GOLD TRUST | $518.9M | 4.81% |
| 6 | IYR ISHARES U.S. REAL ESTATE ETF | $514.4M | 4.77% |
| 7 | IVV ISHARES CORE S&P 500 ETF | $335.0M | 3.11% |
| 8 | GLD SPDR GOLD SHARES | $262.3M | 2.43% |
| 9 | IAGG ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | $223.1M | 2.07% |
| 10 | TIP ISHARES TIPS BOND ETF | $80.9M | 0.75% |
Values as reported on the Q3 2025 Form 13F. Every position is in the holdings table below.