Q1 2026 13F · SEC CIK 2062680

Rakuten Investment Management, Inc.

Asset managerFiled 2026-05-12 for Q1 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $49.2B
Reported positions: 464
Holdings vs S&P 500, 3 yrs: —
Average holding period: 4 qtrs

Rakuten Investment Management, Inc. is an asset manager that reported 464 positions worth $49.2B in its Q1 2026 13F, filed 2026-05-12. Its largest holdings were Vanguard Index Fds (VTI, 63.1%), Vanguard Total World Stock Index Fund Et (VT, 8.7%), Schwab Strategic Tr (SCHD, 4.6%).

Rakuten Investment Management, Inc. holdings largest 50 of 464 positions.

Weights are shares of the filer's total reported 13F value, compared with Q4 2025. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Rakuten Investment Management, Inc. 13F holdings
Stock	% of 13F value	Q4 2025	Shares	Share change	Reported value
VTIVanguard Index Fds	63.1%	52.3%	94,959,476	+100.0%	$31.1B
VTVanguard Total World Stock Index Fund Et	8.7%	7.2%	31,010,194	+100.0%	$4.3B
SCHDSchwab Strategic Tr	4.6%	3.8%	83,184,068	+100.0%	$2.3B
VXUSVanguard Star Fds Vanguard Total Intl St	4.5%	3.7%	30,141,800	+100.0%	$2.2B
VOOVanguard S&p 500 ETF	2.2%	1.8%	1,734,018	+100.0%	$1.1B
NVDANvidia Corporation Com	1.4%	2.4%	4,240,392	+12.9%	$700.4M
MSFTMicrosoft Corp	0.9%	1.8%	1,242,866	+12.2%	$446.1M
VYMVym	0.8%	0.7%	2,837,108	+100.0%	$398.6M
GOOGLAlphabet Inc	0.6%	0.9%	988,525	+12.5%	$270.4M
AVGOBroadcom Inc	0.5%	0.9%	845,898	+15.1%	$248.2M
GOOGAlphabet Inc	0.5%	0.8%	819,907	+12.7%	$223.9M
METAMeta Platforms Inc Class A	0.4%	0.8%	387,315	+12.7%	$207.7M
TSLATesla Inc Com	0.4%	0.7%	524,929	+14.9%	$186.5M
SCHESchwab Strategic Tr	0.3%	0.3%	4,491,206	+100.0%	$149.2M
IVVIshares Core S&p 500 ETF	0.3%	0.2%	208,574	+100.0%	$139.1M
WMTWalmart Inc	0.2%	0.2%	939,304	+62.8%	$116.0M
JPMJpmorgan Chase & Co	0.2%	0.4%	401,444	+11.7%	$113.9M
XOMExxon Mobil Corp	0.2%	0.2%	622,111	+11.7%	$106.7M
LLYLilly Eli & Co	0.2%	0.4%	118,160	+12.6%	$104.8M
COSTCostco Whsl Corp New	0.2%	0.2%	92,099	+12.0%	$91.8M
JNJJohnson & Johnson	0.2%	0.2%	357,624	+12.9%	$86.7M
USRTIshares Tr	0.2%	0.1%	1,483,742	+100.0%	$86.5M
MUMicron Technology Inc	0.2%	0.2%	266,096	+15.8%	$85.6M
VWOVanguard Intl Equity Index F	0.2%	0.1%	1,537,256	+100.0%	$82.9M
NFLXNetflix Inc Total	0.2%	0.2%	876,812	+11.5%	$81.5M
VVisa Inc Com Cl A	0.2%	0.3%	249,725	+12.2%	$74.8M
VCITVanguard Scottsdale Fds	0.1%	—	791,934	—	$66.6M
PLTRPalantir Technologies Inclass Class A	0.1%	0.3%	474,397	+12.0%	$65.3M
CSCOCisco Sys Inc	0.1%	0.2%	819,740	+12.0%	$63.2M
MAMastercard Inc.	0.1%	0.2%	122,478	+12.1%	$60.5M
CVXChevron Corp New	0.1%	0.1%	280,111	+11.8%	$59.0M
LRCXLam Research Corp	0.1%	0.2%	288,176	+8.5%	$57.6M
ABBVAbbvie Inc	0.1%	0.2%	262,298	+12.8%	$55.9M
PGProcter & Gamble Co Com	0.1%	0.1%	345,541	+12.4%	$50.0M
HDHome Depot Inc Com	0.1%	0.2%	147,744	+12.8%	$47.8M
INTCIntel Corp	0.1%	—	1,130,361	—	$46.6M
CATCaterpillar Inc Com	0.1%	—	69,188	—	$46.2M
VEAVanguard Tax-Managed Fds	0.1%	—	768,550	—	$45.9M
KOCoca Cola Co	0.1%	0.1%	585,299	+12.9%	$44.6M
PEPPepsico Inc	0.1%	0.1%	283,801	+11.8%	$44.5M
KLACKla Corp	0.1%	0.1%	31,617	+10.2%	$43.7M
MRKMerck & Co. Inc	0.1%	—	368,357	—	$43.5M
GEGe Aerospace	0.1%	0.1%	155,954	+12.2%	$42.6M
IEMGIshares	0.1%	—	647,368	—	$42.5M
TXNTexas Instruments Inc	0.1%	—	220,016	—	$41.0M
PMPhilip Morris Intl Inc Com	0.1%	—	231,025	—	$38.1M
GSGoldman Sachs Group Inc	0.1%	—	44,513	—	$35.9M
WFCWells Fargo Co New	0.1%	0.1%	461,294	+11.0%	$35.4M
UNHUnitedhealth Group Inc Com	0.1%	0.1%	134,435	+12.8%	$35.2M
ORCLOracle Corp	0.1%	0.1%	253,204	+13.7%	$35.1M

What Rakuten Investment Management, Inc. bought and sold in Q1 2026, against Q4 2025.

New positions

Q4 2025's filing was too long to tell new positions apart.

Added to

VTI Vanguard Index Fds+100.0% shares
VT Vanguard Total World Stock Index Fund Et+100.0% shares
SCHD Schwab Strategic Tr+100.0% shares
VXUS Vanguard Star Fds Vanguard Total Intl St+100.0% shares
VOO Vanguard S&p 500 ETF+100.0% shares
VYM Vym+100.0% shares
SCHE Schwab Strategic Tr+100.0% shares
IVV Ishares Core S&p 500 ETF+100.0% shares

Reduced

No position shrank by more than 5%.

Left the top 50

AAPL Apple Incwas 2.1%
AMZN Amazon Com Inc Comwas 1.2%
BRK-B Berkshire Hathaway Inc Delwas 0.4%
AMD Advanced Micro Devices Incwas 0.3%
BAC Bank of Amer Corpwas 0.2%
AMAT Applied Matls Incwas 0.1%
QCOM Qualcomm Incwas 0.1%
ISRG Intuitive Surgical Incwas 0.1%

Share counts compared with the Q4 2025 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +21.2% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q1 2026	$49.2B	464
Q4 2025	$29.7B	607
Q3 2025	$28.1B	637
Q1 2025	$21.8B	694

Questions about Rakuten Investment Management, Inc.'s portfolio

What stocks does Rakuten Investment Management, Inc. own?

Rakuten Investment Management, Inc.'s latest 13F, for Q1 2026 and filed May 12, 2026, lists 464 positions worth $49.2B. The largest are Vanguard Index Fds (VTI) at 63.1%, Vanguard Total World Stock Index Fund Et (VT) at 8.7%, Schwab Strategic Tr (SCHD) at 4.6%, Vanguard Star Fds Vanguard Total Intl St (VXUS) at 4.5% and Vanguard S&p 500 ETF (VOO) at 2.2%.

What did Rakuten Investment Management, Inc. buy last quarter?

In Q1 2026, Rakuten Investment Management, Inc. added Vanguard Index Fds (VTI) (+100.0% shares), Vanguard Total World Stock Index Fund Et (VT) (+100.0% shares) and Schwab Strategic Tr (SCHD) (+100.0% shares), compared with its Q4 2025 filing.

What did Rakuten Investment Management, Inc. sell last quarter?

In Q1 2026, Rakuten Investment Management, Inc. cut from its top 50 Apple Inc (AAPL), cut from its top 50 Amazon Com Inc Com (AMZN), cut from its top 50 Berkshire Hathaway Inc Del (BRK-B), cut from its top 50 Advanced Micro Devices Inc (AMD) and cut from its top 50 Bank of Amer Corp (BAC), compared with its Q4 2025 filing.

When is Rakuten Investment Management, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Rakuten Investment Management, Inc.'s filing for the quarter ending Jun 30, 2026 was due by Aug 14, 2026; this page updates once it is processed.