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CIK: 0002062680
Total reported value
$40.7B
$40.7B
467 檔
60.4%
During the Q2 2026 filing period, Rakuten Investment Management, Inc. (CIK: 0002062680) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $40.7B across 467 reported positions.
In Q2 2026, Rakuten Investment Management, Inc. displayed an active expansion posture, initiating 17 new positions and adding to 140 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 467 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 52.68% | -6.13% | -47.65% | |
| 2 | VT | Vanguard Tot World Stk ETF | ETF-Other | 6.86% | -0.93% | -50.79% | |
| 3 | VXUS | Vanguard Total Intl Stock | ETF-Other | 4.42% | -0.47% | -40.13% | |
| 4 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 4.35% | -0.26% | -43.33% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 2.68% | +0.23% | +12.44% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.88% | -0.22% | -44.92% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 1.49% | +0.44% | +12.79% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.14% | -0.10% | +13.29% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 1.04% | -0.10% | +14.65% | |
| 10 | MU | Micron Technology Inc | Stock-Tech | 0.99% | -0.13% | +12.63% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.93% | -0.08% | +12.21% | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.78% | -0.08% | -40.25% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.72% | +0.17% | +14.18% | |
| 14 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.71% | -0.13% | +14.38% | |
| 15 | INTC | Intel CORP | Stock-Tech | 0.48% | -0.06% | +11.56% | |
| 16 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.46% | -0.04% | +10.09% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.42% | -0.03% | +9.21% | |
| 18 | WMT | Walmart Inc | Stock-Consumer Staples | 0.36% | -0.04% | +16.53% | |
| 19 | CSCO | Cisco Systems Inc | Stock-Tech | 0.32% | -0.04% | +16.01% | |
| 20 | KLAC | Kla CORP | Stock-Tech | 0.31% | -0.10% | +1119.85% | |
| 21 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.31% | -0.04% | -34.42% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.29% | -0.01% | +10.12% | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.29% | -0.02% | +16.06% | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 0.27% | — | +9.20% | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 0.27% | +0.02% | +9.08% | |
| 26 | CAT | Caterpillar Inc | Stock-Industrials | 0.23% | -0.06% | +9.27% | |
| 27 | MRVL | Marvell Technology Inc | Stock-Tech | 0.22% | -0.03% | +56.73% | |
| 28 | TXN | Texas Instruments Inc | Stock-Tech | 0.22% | -0.02% | +19.87% | |
| 29 | NFLX | Netflix Inc | Stock-Comm Services | 0.22% | -0.03% | +15.71% | |
| 30 | ABBV | Abbvie Inc | Stock-Healthcare | 0.21% | — | +10.21% | |
| 31 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.20% | -0.03% | -55.96% | |
| 32 | MA | Mastercard Inc - A | Stock-Financials | 0.20% | — | +8.31% | |
| 33 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.19% | +0.02% | +16.42% | |
| 34 | GE | General Electric | Stock-Industrials | 0.18% | -0.03% | +9.48% | |
| 35 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.18% | +0.10% | +15.18% | |
| 36 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.18% | -0.03% | +10.47% | |
| 37 | QCOM | Qualcomm Inc | Stock-Tech | 0.17% | -0.01% | +15.07% | |
| 38 | HD | Home Depot Inc | Stock-Consumer Disc | 0.16% | -0.03% | +10.27% | |
| 39 | USRT | Ishares Core US Reit ETF | ETF-Other | 0.16% | -0.02% | -43.27% | |
| 40 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.16% | -0.01% | +10.15% | |
| 41 | SNDK | Sandisk CORP | Stock-Tech | 0.16% | +0.01% | +0.76% | |
| 42 | WDC | Western Digital CORP | Stock-Tech | 0.16% | -0.05% | +17.92% | |
| 43 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.16% | -0.02% | -40.69% | |
| 44 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.15% | — | +8.22% | |
| 45 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.15% | +0.01% | +9.71% | |
| 46 | CVX | Chevron CORP | Stock-Energy | 0.15% | +0.02% | +8.77% | |
| 47 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.14% | -0.01% | -9.64% | |
| 48 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.14% | -0.02% | +8.40% | |
| 49 | GEV | GE Vernova Inc | Stock-Industrials | 0.14% | -0.03% | +9.72% | |
| 50 | PM | Philip Morris International | Stock-Consumer Staples | 0.13% | — | +10.34% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | +1.3% | +12.44% | Add |
| 2 | MU | Micron Technology Inc | +0.8% | +12.63% | Add |
| 3 | GOOGL | Alphabet Inc-cl A | +0.6% | +13.29% | Add |
| 4 | MSFT | Microsoft CORP | +0.6% | +12.79% | Add |
| 5 | AVGO | Broadcom Inc | +0.5% | +14.65% | Add |
| 6 | GOOG | Alphabet Inc-cl C | +0.5% | +12.21% | Add |
| 7 | INTC | Intel CORP | +0.4% | +11.56% | Add |
| 8 | TSLA | Tesla Inc | +0.3% | +14.38% | Add |
| 9 | META | Meta Platforms Inc-class A | +0.3% | +14.18% | Add |
| 10 | LLY | Eli Lilly & Co | +0.3% | +10.09% | Add |
| 11 | KLAC | Kla CORP | +0.2% | +1119.85% | Add |
| 12 | MRVL | Marvell Technology Inc | +0.2% | +56.73% | Add |
| 13 | CSCO | Cisco Systems Inc | +0.2% | +16.01% | Add |
| 14 | JPM | Jpmorgan Chase & Co | +0.2% | +9.21% | Add |
| 15 | SNDK | Sandisk CORP | +0.1% | +0.76% | Add |
| 16 | PANW | Palo Alto Networks Inc | +0.1% | +16.42% | Add |
| 17 | TXN | Texas Instruments Inc | +0.1% | +19.87% | Add |
| 18 | CAT | Caterpillar Inc | +0.1% | +9.27% | Add |
| 19 | WDC | Western Digital CORP | +0.1% | +17.92% | Add |
| 20 | V | Visa Inc-class A Shares | +0.1% | +9.20% | Add |
| 21 | WMT | Walmart Inc | +0.1% | +16.53% | Add |
| 22 | UNH | Unitedhealth Group Inc | +0.1% | +10.47% | Add |
| 23 | JNJ | Johnson & Johnson | +0.1% | +10.12% | Add |
| 24 | BKNG | Booking Holdings Inc | +0.1% | NEW | New buy |
| 25 | APH | Amphenol Corp-cl A | +0.1% | NEW | New buy |
| 26 | QCOM | Qualcomm Inc | +0.1% | +15.07% | Add |
| 27 | ABBV | Abbvie Inc | +0.1% | +10.21% | Add |
| 28 | COST | Costco Wholesale CORP | +0.1% | +16.06% | Add |
| 29 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | +16.41% | Add |
| 30 | GE | General Electric | +0.1% | +9.48% | Add |
| 31 | BA | Boeing Co/the | +0.1% | NEW | New buy |
| 32 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +253.34% | Add |
| 33 | MA | Mastercard Inc - A | +0.1% | +8.31% | Add |
| 34 | GLW | Corning Inc | +0.1% | +9.53% | Add |
| 35 | GEV | GE Vernova Inc | +0.1% | +9.72% | Add |
| 36 | GS | Goldman Sachs Group Inc | +0.1% | +8.40% | Add |
| 37 | ALAB | Astera Labs Inc | +0.1% | +84.62% | Add |
| 38 | TER | Teradyne Inc | +0.1% | +49.79% | Add |
| 39 | MS | Morgan Stanley | +0.1% | +9.85% | Add |
| 40 | HD | Home Depot Inc | +0.1% | +10.27% | Add |
| 41 | MRK | Merck & Co. Inc. | +0.1% | +9.71% | Add |
| 42 | KO | Coca-cola Co/the | +0.1% | +8.22% | Add |
| 43 | PG | Procter & Gamble Co/the | +0.1% | +10.15% | Add |
| 44 | ✓ | +0.1% | NEW | New buy | |
| 45 | BNY | Bank Of New York Mellon CORP | +0.1% | NEW | New buy |
| 46 | XOM | Exxon Mobil CORP | +0.1% | +9.08% | Add |
| 47 | C | Citigroup Inc | +0.1% | +6.71% | Add |
| 48 | APP | Applovin Corp-class A | +0.1% | +16.04% | Add |
| 49 | IBM | Intl Business Machines CORP | +0.1% | +10.74% | Add |
| 50 | PM | Philip Morris International | +0.1% | +10.34% | Add |
According to official SEC Form 13F filings, Rakuten Investment Management, Inc. reported a total U.S. public equity portfolio value of $40.7B across 467 disclosed positions in Q2 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, VXUS) accounted for 60.4% of total reported equity market value during Q2 2026.
Top New Position Initiated
BKNG
市值: $34.1M
Top Position Liquidated / Trimmed
LRCX
前期市值: $57.6M
During Q2 2026, Rakuten Investment Management, Inc.'s top holdings by market value included VTI (52.7%)、VT (6.9%)、VXUS (4.4%). The largest single position, VTI, represented 52.7% of total portfolio value.
In Q2 2026, Rakuten Investment Management, Inc. made 200 total portfolio adjustments, initiating 17 new buys, adding to 140 positions, trimming 34 holdings, and fully liquidating 9 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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