Rakuten Investment Management, Inc. 13F Holdings
Rakuten Investment Management, Inc.'s holdings from its Form 13F-HR filing for the quarter ended June 30, 2026, compared with the previous quarter (March 31, 2026). 13F filings list the long U.S. equity positions held by institutional investment managers with over $100 million under management.
Quarter
Q2 2026
Reported 13F value
$34.6B
Largest holding
Vanguard Index FDS (total STK MKT)
Biggest Buys (Q2 2026)
| Security | Change | Value of change | % of portfolio |
|---|---|---|---|
| NVIDIA CORPORATION | +527,400 sh | $95.0M | 2.68% |
| MICROSOFT CORP | +158,900 sh | $57.8M | 1.49% |
| BROADCOM INC | +123,900 sh | $41.3M | 1.04% |
| ALPHABET INC (CAP STK CL A) | +131,400 sh | $41.2M | 1.14% |
| BOOKING HOLDINGS INC | New position | $34.1M | 0.10% |
| AMPHENOL CORP (CL A) | New position | $33.5M | 0.10% |
| ALPHABET INC (CAP STK CL C) | +100,100 sh | $31.2M | 0.93% |
| META PLATFORMS INC (CL A) | +54,900 sh | $30.2M | 0.72% |
| TESLA INC | +75,500 sh | $29.0M | 0.71% |
| BOEING CO | New position | $27.2M | 0.08% |
Biggest Sells (Q2 2026)
| Security | Change | Value of change | % of portfolio |
|---|---|---|---|
| VANGUARD INDEX FDS (TOTAL STK MKT) | -45.25M sh | -$15.7B | 52.68% |
| VANGUARD INTL EQUITY INDEX F (TT WRLD ST ETF) | -15.75M sh | -$2.3B | 6.86% |
| SCHWAB STRATEGIC TR (US DIVIDEND EQ) | -36.05M sh | -$1.1B | 4.35% |
| VANGUARD STAR FDS (VG TL INTL STK F) | -12.10M sh | -$956.1M | 4.42% |
| VANGUARD INDEX FDS (S&P 500 ETF SHS) | -779,000 sh | -$502.9M | 1.88% |
| VANGUARD WHITEHALL FDS (HIGH DIV YLD) | -1.14M sh | -$170.7M | 0.78% |
| ISHARES TR (CORE S&P500 ETF) | -116,700 sh | -$82.3M | 0.20% |
| LAM RESEARCH CORP (COM NEW) | Sold out | -$57.6M | 0.00% |
| SCHWAB STRATEGIC TR (EMRG MKTEQ ETF) | -1.55M sh | -$53.5M | 0.31% |
| ISHARES TR (CRE U S REIT ETF) | -641,900 sh | -$40.4M | 0.16% |
Top 50 Holdings
| Security | Value | % of portfolio | Change in shares |
|---|---|---|---|
| VANGUARD INDEX FDS (TOTAL STK MKT) | $18.2B | 52.68% | -47.65% |
| VANGUARD INTL EQUITY INDEX F (TT WRLD ST ETF) | $2.4B | 6.86% | -50.79% |
| VANGUARD STAR FDS (VG TL INTL STK F) | $1.5B | 4.42% | -40.13% |
| SCHWAB STRATEGIC TR (US DIVIDEND EQ) | $1.5B | 4.35% | -43.33% |
| NVIDIA CORPORATION | $929.6M | 2.68% | +12.44% |
| VANGUARD INDEX FDS (S&P 500 ETF SHS) | $650.4M | 1.88% | -44.92% |
| MICROSOFT CORP | $516.7M | 1.49% | +12.79% |
| ALPHABET INC (CAP STK CL A) | $396.1M | 1.14% | +13.29% |
| BROADCOM INC | $361.2M | 1.04% | +14.65% |
| MICRON TECHNOLOGY INC | $343.2M | 0.99% | +12.63% |
| ALPHABET INC (CAP STK CL C) | $323.2M | 0.93% | +12.21% |
| VANGUARD WHITEHALL FDS (HIGH DIV YLD) | $268.6M | 0.78% | -40.25% |
| META PLATFORMS INC (CL A) | $248.8M | 0.72% | +14.18% |
| TESLA INC | $247.3M | 0.71% | +14.38% |
| INTEL CORP | $166.1M | 0.48% | +11.56% |
| ELI LILLY & CO | $160.0M | 0.46% | +10.09% |
| JPMORGAN CHASE & CO | $144.4M | 0.42% | +9.21% |
| WALMART INC | $125.4M | 0.36% | +16.53% |
| CISCO SYS INC | $111.9M | 0.32% | +16.01% |
| KLA CORP (COM NEW) | $107.4M | 0.31% | +22.61% |
| SCHWAB STRATEGIC TR (EMRG MKTEQ ETF) | $105.9M | 0.31% | -34.42% |
| JOHNSON & JOHNSON | $101.8M | 0.29% | +10.12% |
| COSTCO WHOLESALE CORPORATION | $101.2M | 0.29% | +16.06% |
| VISA INC (COM CL A) | $93.2M | 0.27% | +9.20% |
| EXXON MOBIL CORP | $92.3M | 0.27% | +9.08% |
| CATERPILLAR INC | $78.1M | 0.23% | +9.27% |
| MARVELL TECHNOLOGY INC | $76.6M | 0.22% | +56.73% |
| TEXAS INSTRS INC | $75.3M | 0.22% | +19.87% |
| NETFLIX INC. | $74.9M | 0.22% | +15.71% |
| ABBVIE INC | $73.5M | 0.21% | +10.21% |
| ISHARES TR (CORE S&P500 ETF) | $68.4M | 0.20% | -55.96% |
| MASTERCARD INCORPORATED (CL A) | $67.6M | 0.20% | +8.31% |
| PALO ALTO NETWORKS INC | $65.1M | 0.19% | +16.42% |
| GE AEROSPACE (COM NEW) | $63.8M | 0.18% | +9.48% |
| PALANTIR TECHNOLOGIES INC (CL A) | $63.2M | 0.18% | +15.18% |
| UNITEDHEALTH GROUP INC | $62.3M | 0.18% | +10.47% |
| QUALCOMM INC | $58.3M | 0.17% | +15.07% |
| HOME DEPOT INC | $57.2M | 0.17% | +10.27% |
| ISHARES TR (CRE U S REIT ETF) | $56.9M | 0.16% | -43.27% |
| PROCTER & GAMBLE CO | $56.5M | 0.16% | +10.15% |
| SANDISK CORP | $55.7M | 0.16% | +0.76% |
| WESTERN DIGITAL CORP | $54.2M | 0.16% | +17.92% |
| VANGUARD INTL EQUITY INDEX F (FTSE EMR MKT ETF) | $54.0M | 0.16% | -40.69% |
| COCA COLA CO | $52.4M | 0.15% | +8.22% |
| MERCK & CO INC | $52.3M | 0.15% | +9.71% |
| CHEVRON CORPORATION | $51.3M | 0.15% | +8.77% |
| VANGUARD TAX-MANAGED FDS (VAN FTSE DEV MKT) | $49.2M | 0.14% | -9.64% |
| GOLDMAN SACHS GROUP INC | $49.2M | 0.14% | +8.40% |
| GE VERNOVA INC | $48.6M | 0.14% | +9.72% |
| PHILIP MORRIS INTL INC | $46.6M | 0.13% | +10.34% |
Values are as reported in the filing, adjusted for stock splits. Ranked by market value; options and other non-equity positions may be included where the filing lists them.
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