Q2 2026 13F · SEC CIK 2062680

Rakuten Investment Management, Inc.

Asset managerFiled 2026-08-18 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $34.6B
Reported positions: 467
Holdings vs S&P 500, 3 yrs: —
Average holding period: 1.2 yrs

Rakuten Investment Management, Inc. is an asset manager that reported 467 positions worth $34.6B in its Q2 2026 13F, filed 2026-08-18. Its largest holdings were Vanguard Index Fds (VTI, 52.7%), Vanguard Intl Equity Index F (VT, 6.9%), Vanguard Star Fds (VXUS, 4.4%).

Rakuten Investment Management, Inc. holdings largest 50 of 467 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. 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	Q1 2026	Shares	Share change	Reported value
VTIVanguard Index Fds	52.7%	63.1%	49,708,819	-47.7%	$18.2B
VTVanguard Intl Equity Index F	6.9%	8.7%	15,258,597	-50.8%	$2.4B
VXUSVanguard Star Fds	4.4%	4.5%	18,045,200	-40.1%	$1.5B
SCHDSchwab Strategic Tr	4.3%	4.6%	47,138,834	-43.3%	$1.5B
NVDANvidia Corporation	2.7%	1.4%	4,767,757	+12.4%	$929.6M
VOOVanguard Index Fds	1.9%	2.2%	955,039	-44.9%	$650.4M
MSFTMicrosoft Corp	1.5%	0.9%	1,401,812	+12.8%	$516.7M
GOOGLAlphabet Inc	1.1%	0.6%	1,119,897	+13.3%	$396.1M
AVGOBroadcom Inc	1.0%	0.5%	969,839	+14.7%	$361.2M
MUMicron Technology Inc	1.0%	0.2%	299,691	+12.6%	$343.2M
GOOGAlphabet Inc	0.9%	0.5%	919,979	+12.2%	$323.2M
VYMVanguard Whitehall Fds	0.8%	0.8%	1,695,054	-40.3%	$268.6M
METAMeta Platforms Inc	0.7%	0.4%	442,233	+14.2%	$248.8M
TSLATesla Inc	0.7%	0.4%	600,424	+14.4%	$247.3M
INTCIntel Corp	0.5%	0.1%	1,261,023	+11.6%	$166.1M
LLYEli Lilly & Co	0.5%	0.2%	130,079	+10.1%	$160.0M
JPMJpmorgan Chase & Co	0.4%	0.2%	438,419	+9.2%	$144.4M
WMTWalmart Inc	0.4%	0.2%	1,094,543	+16.5%	$125.4M
CSCOCisco Sys Inc	0.3%	0.1%	951,009	+16.0%	$111.9M
KLACKla Corp	0.3%	0.1%	385,680	+1119.9%	$107.4M
SCHESchwab Strategic Tr	0.3%	0.3%	2,945,288	-34.4%	$105.9M
JNJJohnson & Johnson	0.3%	0.2%	393,806	+10.1%	$101.8M
COSTCostco Wholesale Corporation	0.3%	0.2%	106,891	+16.1%	$101.2M
VVisa Inc	0.3%	0.2%	272,694	+9.2%	$93.2M
XOMExxon Mobil Corp	0.3%	0.2%	678,619	+9.1%	$92.3M
CATCaterpillar Inc	0.2%	0.1%	75,605	+9.3%	$78.1M
MRVLMarvell Technology Inc	0.2%	—	275,841	—	$76.6M
TXNTexas Instrs Inc	0.2%	0.1%	263,737	+19.9%	$75.3M
NFLXNetflix Inc.	0.2%	0.2%	1,014,525	+15.7%	$74.9M
ABBVAbbvie Inc	0.2%	0.1%	289,091	+10.2%	$73.5M
IVVIshares Tr	0.2%	0.3%	91,857	-56.0%	$68.4M
MAMastercard Incorporated	0.2%	0.1%	132,660	+8.3%	$67.6M
PANWPalo Alto Networks Inc	0.2%	—	195,958	—	$65.1M
GEGe Aerospace	0.2%	0.1%	170,735	+9.5%	$63.8M
PLTRPalantir Technologies Inc	0.2%	0.1%	546,398	+15.2%	$63.2M
UNHUnitedhealth Group Inc	0.2%	0.1%	148,509	+10.5%	$62.3M
QCOMQualcomm Inc	0.2%	—	308,812	—	$58.3M
HDHome Depot Inc	0.2%	0.1%	162,910	+10.3%	$57.2M
USRTIshares Tr	0.2%	0.2%	841,781	-43.3%	$56.9M
PGProcter & Gamble Co	0.2%	0.1%	380,603	+10.1%	$56.5M
SNDKSandisk Corp	0.2%	—	27,159	—	$55.7M
WDCWestern Digital Corp Com	0.2%	—	83,124	—	$54.2M
VWOVanguard Intl Equity Index F	0.2%	0.2%	911,706	-40.7%	$54.0M
KOCoca Cola Co	0.2%	0.1%	633,433	+8.2%	$52.4M
MRKMerck & Co Inc	0.2%	0.1%	404,114	+9.7%	$52.3M
CVXChevron Corporation	0.1%	0.1%	304,685	+8.8%	$51.3M
VEAVanguard Ftse Developed Markets Index Fu	0.1%	0.1%	694,424	-9.6%	$49.2M
GSGoldman Sachs Group Inc	0.1%	0.1%	48,251	+8.4%	$49.2M
GEVGe Vernova Inc	0.1%	—	44,108	—	$48.6M
PMPhilip Morris Intl Inc	0.1%	0.1%	254,918	+10.3%	$46.6M

What Rakuten Investment Management, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

KLAC Kla Corp+1119.9% shares
TXN Texas Instrs Inc+19.9% shares
WMT Walmart Inc+16.5% shares
COST Costco Wholesale Corporation+16.1% shares
CSCO Cisco Sys Inc+16.0% shares
NFLX Netflix Inc.+15.7% shares
PLTR Palantir Technologies Inc+15.2% shares
AVGO Broadcom Inc+14.7% shares

Reduced

IVV Ishares Tr-56.0% shares
VT Vanguard Intl Equity Index F-50.8% shares
VTI Vanguard Index Fds-47.7% shares
VOO Vanguard Index Fds-44.9% shares
SCHD Schwab Strategic Tr-43.3% shares
USRT Ishares Tr-43.3% shares
VWO Vanguard Intl Equity Index F-40.7% shares
VYM Vanguard Whitehall Fds-40.3% shares

Left the top 50

Share counts compared with the Q1 2026 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, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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
Q2 2026	$34.6B	467
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 Q2 2026 and filed Aug 18, 2026, lists 467 positions worth $34.6B. The largest are Vanguard Index Fds (VTI) at 52.7%, Vanguard Intl Equity Index F (VT) at 6.9%, Vanguard Star Fds (VXUS) at 4.4%, Schwab Strategic Tr (SCHD) at 4.3% and Nvidia Corporation (NVDA) at 2.7%.

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

In Q2 2026, Rakuten Investment Management, Inc. added Kla Corp (KLAC) (+1119.9% shares), Texas Instrs Inc (TXN) (+19.9% shares) and Walmart Inc (WMT) (+16.5% shares), compared with its Q1 2026 filing.

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

In Q2 2026, Rakuten Investment Management, Inc. cut from its top 50 Vanguard Scottsdale Fds (VCIT), cut from its top 50 Lam Research Corp (LRCX), cut from its top 50 Pepsico Inc (PEP), cut from its top 50 Ishares Inc (IEMG), cut from its top 50 Wells Fargo & Co (WFC), Ishares Tr (IVV) (-56.0% shares), Vanguard Intl Equity Index F (VT) (-50.8% shares) and Vanguard Index Fds (VTI) (-47.7% shares), compared with its Q1 2026 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 Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.