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CIK: 0002062680
Total reported value
$34.6B
$34.6B
694 檔
47.3%
According to the latest 13F quarterly dataset, Rakuten Investment Management, Inc. managed an equity portfolio of $34.6B at the end of Q1 2025, spanning 694 distinct U.S. exchange-listed positions.
In Q1 2025, Rakuten Investment Management, Inc. displayed an active expansion posture, initiating 72 new positions and adding to 124 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 694 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 56.90% | -10.46% | +5.49% | |
| 2 | VT | Vanguard Tot World Stk ETF | ETF-Other | 8.30% | -1.80% | -3.75% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 4.17% | -0.23% | — | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-Other | 3.83% | -0.06% | — | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.84% | -0.27% | — | |
| 6 | AAPL | Apple Inc | Stock-Tech | 1.59% | — | +62.29% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 1.35% | +0.58% | — | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 1.35% | +1.26% | +57.77% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.90% | — | +63.99% | |
| 10 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.73% | -0.03% | +18.85% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.61% | +0.30% | +50.40% | |
| 12 | AVGO | Broadcom Inc | Stock-Tech | 0.45% | +0.54% | +38.01% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.45% | -0.08% | +83.62% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.44% | +0.59% | +61.56% | |
| 15 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.38% | +0.33% | +54.92% | |
| 16 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.37% | +0.47% | +59.74% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.37% | — | +62.60% | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.28% | +0.19% | +58.38% | |
| 19 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.27% | +0.25% | +60.97% | |
| 20 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.25% | +0.01% | +20.74% | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 0.25% | +0.12% | +69.75% | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.24% | +0.10% | +61.31% | |
| 23 | NFLX | Netflix Inc | Stock-Comm Services | 0.23% | +0.05% | +60.40% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 0.22% | +0.05% | +58.01% | |
| 25 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.20% | +0.11% | +60.93% | |
| 26 | MA | Mastercard Inc - A | Stock-Financials | 0.18% | +0.08% | +59.22% | |
| 27 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.17% | +0.06% | +60.75% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.16% | +0.11% | +61.34% | |
| 29 | WMT | Walmart Inc | Stock-Consumer Staples | 0.16% | +0.12% | — | |
| 30 | ABBV | Abbvie Inc | Stock-Healthcare | 0.15% | +0.10% | — | |
| 31 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.15% | -0.02% | +33.06% | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 0.15% | +0.06% | +61.59% | |
| 33 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.15% | -0.01% | +11.45% | |
| 34 | CSCO | Cisco Systems Inc | Stock-Tech | 0.14% | +0.19% | +59.21% | |
| 35 | LIN | Linde plc | Stock-Materials | 0.13% | — | — | |
| 36 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.12% | +0.04% | +60.87% | |
| 37 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.12% | -0.06% | +1.13% | |
| 38 | CVX | Chevron CORP | Stock-Energy | 0.12% | +0.03% | +58.03% | |
| 39 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.12% | +0.06% | +60.92% | |
| 40 | BAC | Bank Of America CORP | Stock-Financials | 0.12% | — | +57.69% | |
| 41 | QCOM | Qualcomm Inc | Stock-Tech | 0.11% | +0.10% | +49.74% | |
| 42 | AMD | Advanced Micro Devices | Stock-Tech | 0.11% | — | +36.57% | |
| 43 | CRM | Salesforce Inc | Stock-Tech | 0.11% | +0.01% | +59.13% | |
| 44 | TXN | Texas Instruments Inc | Stock-Tech | 0.11% | +0.14% | — | |
| 45 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.11% | +0.05% | — | |
| 46 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.11% | +0.02% | +57.62% | |
| 47 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.10% | +0.03% | +61.86% | |
| 48 | PM | Philip Morris International | Stock-Consumer Staples | 0.10% | +0.05% | +61.32% | |
| 49 | ADBE | Adobe Inc | Stock-Tech | 0.10% | +0.02% | +58.16% | |
| 50 | INTU | Intuit Inc | Stock-Tech | 0.10% | — | +61.26% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | +0.3% | +62.29% | Add |
| 2 | AMZN | Amazon.com Inc | +0.2% | +63.99% | Add |
| 3 | NVDA | Nvidia CORP | +0.2% | +57.77% | Add |
| 4 | IVV | Ishares Core S&p 500 ETF | +0.1% | +83.62% | Add |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +62.60% | Add |
| 6 | META | Meta Platforms Inc-class A | +0.1% | +50.40% | Add |
| 7 | V | Visa Inc-class A Shares | +0.1% | +69.75% | Add |
| 8 | NFLX | Netflix Inc | +0.1% | +60.40% | Add |
| 9 | JPM | Jpmorgan Chase & Co | +0.1% | +58.38% | Add |
| 10 | GOOGL | Alphabet Inc-cl A | +0.1% | +61.56% | Add |
| 11 | TSLA | Tesla Inc | +0.1% | +54.92% | Add |
| 12 | GOOG | Alphabet Inc-cl C | +0.1% | +59.74% | Add |
| 13 | COST | Costco Wholesale CORP | +0.1% | +61.31% | Add |
| 14 | XOM | Exxon Mobil CORP | +0.1% | +58.01% | Add |
| 15 | LLY | Eli Lilly & Co | 0% | +60.97% | Add |
| 16 | MA | Mastercard Inc - A | 0% | +59.22% | Add |
| 17 | CSCO | Cisco Systems Inc | 0% | +59.21% | Add |
| 18 | TMUS | T-mobile US Inc | 0% | +57.62% | Add |
| 19 | PM | Philip Morris International | 0% | +61.32% | Add |
| 20 | CVX | Chevron CORP | 0% | +58.03% | Add |
| 21 | AVGO | Broadcom Inc | 0% | +38.01% | Add |
| 22 | JNJ | Johnson & Johnson | 0% | +61.34% | Add |
| 23 | PG | Procter & Gamble Co/the | 0% | +60.75% | Add |
| 24 | BAC | Bank Of America CORP | 0% | +57.69% | Add |
| 25 | ABT | Abbott Laboratories | 0% | +60.81% | Add |
| 26 | KO | Coca-cola Co/the | 0% | +60.92% | Add |
| 27 | VEA | Vanguard Ftse Developed ETF | 0% | +149.40% | Add |
| 28 | DASH | Doordash Inc - A | 0% | +219.04% | Add |
| 29 | UNH | Unitedhealth Group Inc | 0% | +60.93% | Add |
| 30 | HD | Home Depot Inc | 0% | +61.59% | Add |
| 31 | IBM | Intl Business Machines CORP | 0% | +62.06% | Add |
| 32 | ISRG | Intuitive Surgical Inc | 0% | +61.86% | Add |
| 33 | CRM | Salesforce Inc | 0% | +59.13% | Add |
| 34 | GE | General Electric | 0% | +59.58% | Add |
| 35 | BKNG | Booking Holdings Inc | 0% | +58.20% | Add |
| 36 | MCD | Mcdonald's CORP | 0% | +60.90% | Add |
| 37 | INTU | Intuit Inc | 0% | +61.26% | Add |
| 38 | AMGN | Amgen Inc | 0% | +61.38% | Add |
| 39 | RTX | Rtx CORP | 0% | +61.24% | Add |
| 40 | ADP | Automatic Data Processing | 0% | +60.65% | Add |
| 41 | HON | Honeywell International Inc | 0% | +60.73% | Add |
| 42 | BA | Boeing Co/the | 0% | +106.50% | Add |
| 43 | PGR | Progressive CORP | 0% | +61.35% | Add |
| 44 | VZ | Verizon Communications Inc | 0% | +61.32% | Add |
| 45 | GS | Goldman Sachs Group Inc | 0% | +58.60% | Add |
| 46 | BSX | Boston Scientific CORP | 0% | +61.53% | Add |
| 47 | CRWD | Crowdstrike Holdings Inc - A | 0% | +69.00% | Add |
| 48 | MS | Morgan Stanley | 0% | +60.20% | Add |
| 49 | C | Citigroup Inc | 0% | +59.08% | Add |
| 50 | FISV | Fiserv Inc | 0% | +58.57% | Add |
According to official SEC Form 13F filings, Rakuten Investment Management, Inc. reported a total U.S. public equity portfolio value of $34.6B across 694 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VTI, VT, SCHD) accounted for 47.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
SCHD
市值: $911.0M
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $7.6M
During Q1 2025, Rakuten Investment Management, Inc.'s top holdings by market value included VTI (56.9%)、VT (8.3%)、SCHD (4.2%). The largest single position, VTI, represented 56.9% of total portfolio value.
In Q1 2025, Rakuten Investment Management, Inc. made 200 total portfolio adjustments, initiating 72 new buys, adding to 124 positions, trimming 3 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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