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CIK: 0002062680
Total reported value
$34.6B
$34.6B
607 檔
59.5%
The Q4 2025 SEC filing reveals that Rakuten Investment Management, Inc. held a total portfolio value of $34.6B, covering 607 public equity positions.
Rakuten Investment Management, Inc. executed strategic sector rebalancing during Q4 2025, establishing 1 new positions while fully exiting 7 holdings and trimming 88 positions.
Showing top 200 holdings (of 607 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 52.31% | -10.46% | — | |
| 2 | VT | Vanguard Tot World Stk ETF | ETF-Other | 7.17% | -1.80% | — | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 3.80% | -0.23% | — | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-Other | 3.71% | -0.06% | — | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.38% | +1.26% | +6661.25% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.06% | — | +7643.66% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 1.82% | +0.58% | +7429.03% | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.78% | -0.27% | — | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.16% | — | +647.45% | |
| 10 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.93% | +0.59% | +17950.62% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 0.86% | +0.54% | +15756.82% | |
| 12 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.77% | +0.47% | -8.29% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.76% | +0.30% | +161.80% | |
| 14 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.71% | +0.33% | +3831.11% | |
| 15 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.67% | -0.03% | — | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.39% | +0.19% | +898.46% | |
| 17 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.38% | +0.25% | +248.22% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.37% | — | +556.02% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 0.27% | +0.12% | +154.52% | |
| 20 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.26% | +0.05% | +1245.22% | |
| 21 | AMD | Advanced Micro Devices | Stock-Tech | 0.25% | — | +11.91% | |
| 22 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.25% | +0.01% | — | |
| 23 | NFLX | Netflix Inc | Stock-Comm Services | 0.25% | +0.05% | +8336.72% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.24% | +0.10% | +28648.60% | |
| 25 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.23% | -0.08% | — | |
| 26 | MU | Micron Technology Inc | Stock-Tech | 0.23% | +0.82% | +172.53% | |
| 27 | XOM | Exxon Mobil CORP | Stock-Energy | 0.23% | +0.05% | +238.20% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.22% | +0.11% | +596.98% | |
| 29 | WMT | Walmart Inc | Stock-Consumer Staples | 0.22% | +0.12% | +8527.79% | |
| 30 | MA | Mastercard Inc - A | Stock-Financials | 0.21% | +0.08% | +1833.09% | |
| 31 | CSCO | Cisco Systems Inc | Stock-Tech | 0.19% | +0.19% | +1558.99% | |
| 32 | ABBV | Abbvie Inc | Stock-Healthcare | 0.18% | +0.10% | +11.49% | |
| 33 | BAC | Bank Of America CORP | Stock-Financials | 0.17% | — | +7006.55% | |
| 34 | LRCX | Lam Research CORP | Stock-Tech | 0.16% | -0.12% | EXIT | |
| 35 | HD | Home Depot Inc | Stock-Consumer Disc | 0.15% | +0.06% | +1474.40% | |
| 36 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.15% | +0.06% | -54.25% | |
| 37 | AMAT | Applied Materials Inc | Stock-Tech | 0.15% | — | +214.39% | |
| 38 | ORCL | Oracle CORP | Stock-Tech | 0.15% | +0.05% | +2240.20% | |
| 39 | GE | General Electric | Stock-Industrials | 0.15% | +0.09% | -17.99% | |
| 40 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.15% | -0.02% | — | |
| 41 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.14% | -0.01% | — | |
| 42 | QCOM | Qualcomm Inc | Stock-Tech | 0.13% | +0.10% | +162.11% | |
| 43 | WFC | Wells Fargo & Co | Stock-Financials | 0.13% | +0.05% | +894.26% | |
| 44 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.13% | +0.11% | +353.34% | |
| 45 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.13% | +0.03% | -92.41% | |
| 46 | CVX | Chevron CORP | Stock-Energy | 0.13% | +0.03% | +6207.50% | |
| 47 | IBM | Intl Business Machines CORP | Stock-Tech | 0.13% | +0.05% | +1977.60% | |
| 48 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.12% | +0.04% | +7890.97% | |
| 49 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.12% | +0.06% | +4370.05% | |
| 50 | KLAC | Kla CORP | Stock-Tech | 0.12% | +0.22% | +143.91% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +2.4% | +6661.25% | Add |
| 2 | AAPL | Apple Inc | +2.1% | +7643.66% | Add |
| 3 | MSFT | Microsoft CORP | +1.8% | +7429.03% | Add |
| 4 | AMZN | Amazon.com Inc | +1.1% | +647.45% | Add |
| 5 | GOOGL | Alphabet Inc-cl A | +0.9% | +17950.62% | Add |
| 6 | AVGO | Broadcom Inc | +0.9% | +15756.82% | Add |
| 7 | META | Meta Platforms Inc-class A | +0.7% | +161.80% | Add |
| 8 | TSLA | Tesla Inc | +0.7% | +3831.11% | Add |
| 9 | JPM | Jpmorgan Chase & Co | +0.4% | +898.46% | Add |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | +0.4% | +556.02% | Add |
| 11 | LLY | Eli Lilly & Co | +0.4% | +248.22% | Add |
| 12 | PLTR | Palantir Technologies Inc-a | +0.2% | +1245.22% | Add |
| 13 | V | Visa Inc-class A Shares | +0.2% | +154.52% | Add |
| 14 | COST | Costco Wholesale CORP | +0.2% | +28648.60% | Add |
| 15 | NFLX | Netflix Inc | +0.2% | +8336.72% | Add |
| 16 | WMT | Walmart Inc | +0.2% | +8527.79% | Add |
| 17 | MA | Mastercard Inc - A | +0.2% | +1833.09% | Add |
| 18 | XOM | Exxon Mobil CORP | +0.2% | +238.20% | Add |
| 19 | HD | Home Depot Inc | +0.2% | +1474.40% | Add |
| 20 | CSCO | Cisco Systems Inc | +0.2% | +1558.99% | Add |
| 21 | ORCL | Oracle CORP | +0.2% | +2240.20% | Add |
| 22 | LRCX | Lam Research CORP | +0.1% | +617.70% | Add |
| 23 | MU | Micron Technology Inc | +0.1% | +172.53% | Add |
| 24 | BAC | Bank Of America CORP | +0.1% | +7006.55% | Add |
| 25 | CVX | Chevron CORP | +0.1% | +6207.50% | Add |
| 26 | GE | General Electric | +0.1% | -17.99% | Trim |
| 27 | IBM | Intl Business Machines CORP | +0.1% | +1977.60% | Add |
| 28 | AMAT | Applied Materials Inc | +0.1% | +214.39% | Add |
| 29 | QCOM | Qualcomm Inc | +0.1% | +162.11% | Add |
| 30 | PEP | Pepsico Inc | +0.1% | +7890.97% | Add |
| 31 | KLAC | Kla CORP | +0.1% | +143.91% | Add |
| 32 | CAT | Caterpillar Inc | +0.1% | +408.57% | Add |
| 33 | INTC | Intel CORP | +0.1% | +10452.09% | Add |
| 34 | JNJ | Johnson & Johnson | +0.1% | +596.98% | Add |
| 35 | KO | Coca-cola Co/the | +0.1% | +4370.05% | Add |
| 36 | GS | Goldman Sachs Group Inc | +0.1% | +141.20% | Add |
| 37 | INTU | Intuit Inc | +0.1% | +522.26% | Add |
| 38 | MRK | Merck & Co. Inc. | +0.1% | +4501.14% | Add |
| 39 | RTX | Rtx CORP | +0.1% | +66.98% | Add |
| 40 | MCD | Mcdonald's CORP | +0.1% | +19677.43% | Add |
| 41 | MS | Morgan Stanley | +0.1% | +467.09% | Add |
| 42 | CRM | Salesforce Inc | +0.1% | +625.60% | Add |
| 43 | PG | Procter & Gamble Co/the | +0.1% | -54.25% | Trim |
| 44 | UNH | Unitedhealth Group Inc | +0.1% | +353.34% | Add |
| 45 | AMGN | Amgen Inc | +0.1% | +266.86% | Add |
| 46 | GILD | Gilead Sciences Inc | +0.1% | +251.96% | Add |
| 47 | GOOG | Alphabet Inc-cl C | +0.1% | -8.29% | Trim |
| 48 | C | Citigroup Inc | +0.1% | +723.34% | Add |
| 49 | TMO | Thermo Fisher Scientific Inc | +0.1% | +201.91% | Add |
| 50 | PANW | Palo Alto Networks Inc | +0.1% | +42332.67% | 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 607 disclosed positions in Q4 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 59.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
COF
市值: $20.6M
Top Position Liquidated / Trimmed
JEPQ
前期市值: $58.2M
During Q4 2025, Rakuten Investment Management, Inc.'s top holdings by market value included VTI (52.3%)、VT (7.2%)、SCHD (3.8%). The largest single position, VTI, represented 52.3% of total portfolio value.
In Q4 2025, Rakuten Investment Management, Inc. made 200 total portfolio adjustments, initiating 1 new buys, adding to 104 positions, trimming 88 holdings, and fully liquidating 7 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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