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CIK: 0002062680
Total reported value
$34.6B
$34.6B
464 檔
117.9%
In Q1 2026, Rakuten Investment Management, Inc.'s U.S. equity holdings reached a combined market value of $34.6B, distributed across 464 disclosed stock positions.
In Q1 2026, Rakuten Investment Management, Inc. displayed an active expansion posture, initiating 1 new positions and adding to 136 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 464 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 63.14% | -10.46% | +100.00% | |
| 2 | VT | Vanguard Tot World Stk ETF | ETF-Other | 8.66% | -1.80% | +100.00% | |
| 3 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 4.58% | -0.23% | +100.00% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-Other | 4.48% | -0.06% | +100.00% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 2.15% | -0.27% | +100.00% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 1.42% | +1.26% | +12.86% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 0.91% | +0.58% | +12.23% | |
| 8 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.81% | -0.03% | +100.00% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.55% | +0.59% | +12.45% | |
| 10 | AVGO | Broadcom Inc | Stock-Tech | 0.50% | +0.54% | +15.12% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.46% | +0.47% | +12.71% | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.42% | +0.30% | +12.72% | |
| 13 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.38% | +0.33% | +14.91% | |
| 14 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.30% | +0.01% | +100.00% | |
| 15 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.28% | -0.08% | +100.00% | |
| 16 | WMT | Walmart Inc | Stock-Consumer Staples | 0.24% | +0.12% | +62.83% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.23% | +0.19% | +11.74% | |
| 18 | XOM | Exxon Mobil CORP | Stock-Energy | 0.22% | +0.05% | +11.75% | |
| 19 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.21% | +0.25% | +12.64% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.19% | +0.10% | +12.01% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.18% | +0.11% | +12.85% | |
| 22 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.18% | -0.02% | +100.00% | |
| 23 | MU | Micron Technology Inc | Stock-Tech | 0.17% | +0.82% | +15.84% | |
| 24 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.17% | -0.01% | +100.00% | |
| 25 | NFLX | Netflix Inc | Stock-Comm Services | 0.17% | +0.05% | +11.46% | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 0.15% | +0.12% | +12.25% | |
| 27 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.14% | -0.06% | +100.00% | |
| 28 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.13% | +0.05% | +12.04% | |
| 29 | CSCO | Cisco Systems Inc | Stock-Tech | 0.13% | +0.19% | +11.96% | |
| 30 | MA | Mastercard Inc - A | Stock-Financials | 0.12% | +0.08% | +12.12% | |
| 31 | CVX | Chevron CORP | Stock-Energy | 0.12% | +0.03% | +11.83% | |
| 32 | LRCX | Lam Research CORP | Stock-Tech | 0.12% | -0.12% | EXIT | |
| 33 | ABBV | Abbvie Inc | Stock-Healthcare | 0.11% | +0.10% | +12.83% | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.10% | +0.06% | +12.35% | |
| 35 | HD | Home Depot Inc | Stock-Consumer Disc | 0.10% | +0.06% | +12.83% | |
| 36 | INTC | Intel CORP | Stock-Tech | 0.09% | +0.39% | +16.17% | |
| 37 | CAT | Caterpillar Inc | Stock-Industrials | 0.09% | +0.14% | +12.35% | |
| 38 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.09% | +0.05% | +100.00% | |
| 39 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.09% | +0.06% | +12.89% | |
| 40 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.09% | +0.04% | +11.79% | |
| 41 | KLAC | Kla CORP | Stock-Tech | 0.09% | +0.22% | +10.22% | |
| 42 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.09% | +0.06% | +12.47% | |
| 43 | GE | General Electric | Stock-Industrials | 0.09% | +0.09% | +12.20% | |
| 44 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.09% | -0.04% | +100.00% | |
| 45 | TXN | Texas Instruments Inc | Stock-Tech | 0.08% | +0.14% | +10.82% | |
| 46 | PM | Philip Morris International | Stock-Consumer Staples | 0.08% | +0.05% | +12.82% | |
| 47 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.07% | +0.07% | +12.48% | |
| 48 | WFC | Wells Fargo & Co | Stock-Financials | 0.07% | +0.05% | +10.98% | |
| 49 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.07% | +0.11% | +12.82% | |
| 50 | ORCL | Oracle CORP | Stock-Tech | 0.07% | +0.05% | +13.75% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | +10.8% | +100.00% | Add |
| 2 | VT | Vanguard Tot World Stk ETF | +1.5% | +100.00% | Add |
| 3 | SCHD | Schwab US Dvd Equity ETF | +0.8% | +100.00% | Add |
| 4 | VXUS | Vanguard Total Intl Stock | +0.8% | +100.00% | Add |
| 5 | VOO | Vanguard S&p 500 ETF | +0.4% | +100.00% | Add |
| 6 | VYM | Vanguard High Dvd Yield ETF | +0.1% | +100.00% | Add |
| 7 | SCHE | Schwab Emrg Mrkts Eqty ETF | +0.1% | +100.00% | Add |
| 8 | IVV | Ishares Core S&p 500 ETF | +0.1% | +100.00% | Add |
| 9 | USRT | Ishares Core US Reit ETF | 0% | +100.00% | Add |
| 10 | VWO | Vanguard Ftse Emerging Marke | 0% | +100.00% | Add |
| 11 | VCIT | Vanguard Int-term Corporate | 0% | +100.00% | Add |
| 12 | WMT | Walmart Inc | 0% | +62.83% | Add |
| 13 | IEMG | Ishares Core Msci Emerging | 0% | +100.00% | Add |
| 14 | VRT | Vertiv Holdings Co-a | 0% | +263.16% | Add |
| 15 | CIEN | Ciena CORP | 0% | +249.86% | Add |
| 16 | VEA | Vanguard Ftse Developed ETF | 0% | +100.00% | Add |
| 17 | VCSH | Vanguard S/t CORP Bond ETF | 0% | +100.00% | Add |
| 18 | USHY | Ishares Broad Usd High Yield | 0% | +100.00% | Add |
| 19 | AGG | Ishares Core U.s. Aggregate | 0% | +100.00% | Add |
| 20 | SLB | Slb LTD | 0% | +112.89% | Add |
| 21 | XEL | Xcel Energy Inc | 0% | +113.58% | Add |
| 22 | USMV | Ishares Msci USA Min Vol Fac | 0% | +100.00% | Add |
| 23 | HYLB | Xtrackers Usd High Yield Cor | 0% | +100.00% | Add |
| 24 | SNDK | Sandisk CORP | 0% | +117.07% | Add |
| 25 | EFA | Ishares Msci Eafe ETF | 0% | +100.00% | Add |
| 26 | COHR | Coherent CORP | 0% | +208.56% | Add |
| 27 | VCLT | Vanguard Long-term CORP Bond | 0% | +100.00% | Add |
| 28 | XYL | Xylem Inc | 0% | +112.86% | Add |
| 29 | COP | Conocophillips | — | +11.79% | Add |
| 30 | SOXX | Ishares Semiconductor ETF | — | +100.00% | Add |
| 31 | YUM | Yum! Brands Inc | — | +112.83% | Add |
| 32 | WDC | Western Digital CORP | — | +10.76% | Add |
| 33 | GLW | Corning Inc | — | +12.97% | Add |
| 34 | IAU | Ishares Gold Trust | — | +100.00% | Add |
| 35 | VNQ | Vanguard Real Estate ETF | — | +100.00% | Add |
| 36 | LMT | Lockheed Martin CORP | — | +12.10% | Add |
| 37 | VLO | Valero Energy CORP | — | +12.15% | Add |
| 38 | MPC | Marathon Petroleum CORP | — | +11.01% | Add |
| 39 | PSX | Phillips 66 | — | +12.71% | Add |
| 40 | EQIX | Equinix Inc | — | +12.99% | Add |
| 41 | BKR | Baker Hughes Co | — | +11.99% | Add |
| 42 | TER | Teradyne Inc | — | +10.03% | Add |
| 43 | INSM | Insmed Inc | — | +114.25% | Add |
| 44 | WMB | Williams Cos Inc | — | +12.82% | Add |
| 45 | Q | Qnity Electronics Inc | — | +113.73% | Add |
| 46 | OXY | Occidental Petroleum CORP | — | +12.89% | Add |
| 47 | NOC | Northrop Grumman CORP | — | +12.28% | Add |
| 48 | EEM | Ishares Msci Emerging Market | — | +100.00% | Add |
| 49 | FANG | Diamondback Energy Inc | — | +12.56% | Add |
| 50 | EFAV | Ishares Msci Eafe Min Vol Fa | — | +100.00% | 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 464 disclosed positions in Q1 2026.
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 117.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
LITE
市值: $6.9M
Top Position Liquidated / Trimmed
AAPL
前期市值: $612.0M
During Q1 2026, Rakuten Investment Management, Inc.'s top holdings by market value included VTI (63.1%)、VT (8.7%)、SCHD (4.6%). The largest single position, VTI, represented 63.1% of total portfolio value.
In Q1 2026, Rakuten Investment Management, Inc. made 200 total portfolio adjustments, initiating 1 new buys, adding to 136 positions, trimming 0 holdings, and fully liquidating 63 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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