Rakuten Investment Management, Inc. Top Holdings and 13F Report (2026)

About Rakuten Investment Management, Inc.

Investment Activity

Rakuten Investment Management, Inc. has $49.19 billion in total holdings as of March 31, 2026.
Rakuten Investment Management, Inc. owns shares of 464 different stocks, but just 4 companies or ETFs make up 80% of its holdings.
Approximately 44.59% of the portfolio was purchased this quarter.
About 3.77% of the portfolio was sold this quarter.
This quarter, Rakuten Investment Management, Inc. has purchased 607 new stocks and bought additional shares in 456 stocks.
Rakuten Investment Management, Inc. sold shares of 3 stocks and completely divested from 146 stocks this quarter.

Largest Holdings

Vanguard Total Stock Market ETF: $31,061,244,598
Vanguard Total World Stock ETF: $4,260,180,450
Schwab US Dividend Equity ETF: $2,254,288,242
Vanguard Total International Stock ETF: $2,204,571,252
Vanguard S&P 500 ETF: $1,057,976,402

Largest New Holdings this Quarter

55024U109 - Lumentum: $6,922,439 Holding
192108504 - Coeur Mining: $868,263 Holding
00217D100 - AST SpaceMobile: $829,072 Holding

Largest Purchases this Quarter

Vanguard Total Stock Market ETF: 47,479,738 shares (about $15.53B)
Vanguard Total World Stock ETF: 15,505,097 shares (about $2.13B)
Schwab US Dividend Equity ETF: 41,592,034 shares (about $1.13B)
Vanguard Total International Stock ETF: 15,070,900 shares (about $1.10B)
Vanguard S&P 500 ETF: 867,009 shares (about $528.99M)

Largest Sales this Quarter

J. M. Smucker: 3,526 shares (about $335.57K)
BXP: 4,996 shares (about $258.89K)
Brown-Forman: 6,359 shares (about $169.85K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VTI Vanguard Total Stock Market ETF	$31,061,244,598	$15,530,622,299 â–²	100.0%	94,959,476	63.1%	ETF
VT Vanguard Total World Stock ETF	$4,260,180,450	$2,130,090,225 â–²	100.0%	31,010,194	8.7%	ETF
SCHD Schwab US Dividend Equity ETF	$2,254,288,242	$1,127,144,121 â–²	100.0%	83,184,068	4.6%	ETF
VXUS Vanguard Total International Stock ETF	$2,204,571,252	$1,102,285,626 â–²	100.0%	30,141,800	4.5%	ETF
VOO Vanguard S&P 500 ETF	$1,057,976,402	$528,988,201 â–²	100.0%	1,734,018	2.2%	ETF
NVDA NVIDIA	$700,385,546	$79,793,131 â–²	12.9%	4,240,392	1.4%	Computer and Technology
MSFT Microsoft	$446,139,179	$48,610,722 â–²	12.2%	1,242,866	0.9%	Computer and Technology
VYM Vanguard High Dividend Yield ETF	$398,642,044	$199,321,022 â–²	100.0%	2,837,108	0.8%	ETF
GOOGL Alphabet	$270,361,587	$29,937,310 â–²	12.5%	988,525	0.5%	Computer and Technology
AVGO Broadcom	$248,194,932	$32,595,797 â–²	15.1%	845,898	0.5%	Computer and Technology
GOOG Alphabet	$223,949,397	$25,249,881 â–²	12.7%	819,907	0.5%	Computer and Technology
META Meta Platforms	$207,748,019	$23,435,515 â–²	12.7%	387,315	0.4%	Computer and Technology
TSLA Tesla	$186,496,775	$24,192,792 â–²	14.9%	524,929	0.4%	Auto/Tires/Trucks
SCHE Schwab Emerging Markets Equity ETF	$149,242,774	$74,621,387 â–²	100.0%	4,491,206	0.3%	ETF
IVV iShares Core S&P 500 ETF	$139,068,800	$69,534,400 â–²	100.0%	208,574	0.3%	ETF
WALMART INC	$116,004,044	$44,762,575 â–²	62.8%	939,304	0.2%	COM
JPM JPMorgan Chase & Co.	$113,917,763	$11,965,729 â–²	11.7%	401,444	0.2%	Finance
XOM ExxonMobil	$106,673,373	$11,212,766 â–²	11.7%	622,111	0.2%	Energy
LLY Eli Lilly and Company	$104,764,200	$11,752,281 â–²	12.6%	118,160	0.2%	Medical
COST Costco Wholesale	$91,784,021	$9,844,217 â–²	12.0%	92,099	0.2%	Retail/Wholesale
JNJ Johnson & Johnson	$86,720,243	$9,874,920 â–²	12.9%	357,624	0.2%	Medical
USRT iShares Core U.S. REIT ETF	$86,457,646	$43,228,823 â–²	100.0%	1,483,742	0.2%	ETF
MU Micron Technology	$85,629,692	$11,711,267 â–²	15.8%	266,096	0.2%	Computer and Technology
VWO Vanguard FTSE Emerging Markets ETF	$82,919,588	$41,459,794 â–²	100.0%	1,537,256	0.2%	ETF
NFLX Netflix	$81,517,211	$8,383,291 â–²	11.5%	876,812	0.2%	Consumer Discretionary
V Visa	$74,802,626	$8,162,465 â–²	12.2%	249,725	0.2%	Business Services
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$66,609,568	$33,304,784 â–²	100.0%	791,934	0.1%	ETF
PALANTIR TECHNOLOGIES INC	$65,253,307	$7,009,686 â–²	12.0%	474,397	0.1%	CL A
CSCO Cisco Systems	$63,152,769	$6,744,467 â–²	12.0%	819,740	0.1%	Computer and Technology
MA Mastercard	$60,504,132	$6,540,066 â–²	12.1%	122,478	0.1%	Business Services
CVX Chevron	$59,022,188	$6,245,444 â–²	11.8%	280,111	0.1%	Energy
LAM RESEARCH CORP	$57,615,027	$4,528,015 â–²	8.5%	288,176	0.1%	COM NEW
ABBV AbbVie	$55,900,949	$6,358,222 â–²	12.8%	262,298	0.1%	Medical
PG Procter & Gamble	$50,006,693	$5,497,189 â–²	12.4%	345,541	0.1%	Consumer Staples
HD Home Depot	$47,795,184	$5,435,124 â–²	12.8%	147,744	0.1%	Retail/Wholesale
INTC Intel	$46,559,569	$6,481,370 â–²	16.2%	1,130,361	0.1%	Computer and Technology
CAT Caterpillar	$46,178,146	$5,075,805 â–²	12.3%	69,188	0.1%	Industrials
VEA Vanguard FTSE Developed Markets ETF	$45,890,120	$22,945,060 â–²	100.0%	768,550	0.1%	ETF
KO CocaCola	$44,640,754	$5,096,209 â–²	12.9%	585,299	0.1%	Consumer Staples
PEP PepsiCo	$44,505,672	$4,693,309 â–²	11.8%	283,801	0.1%	Consumer Staples
KLAC KLA	$43,713,031	$4,052,342 â–²	10.2%	31,617	0.1%	Computer and Technology
MRK Merck & Co., Inc.	$43,502,961	$4,824,149 â–²	12.5%	368,357	0.1%	Medical
GE GE Aerospace	$42,614,430	$4,632,954 â–²	12.2%	155,954	0.1%	Aerospace
IEMG iShares Core MSCI Emerging Markets ETF	$42,532,076	$21,266,038 â–²	100.0%	647,368	0.1%	ETF
TXN Texas Instruments	$41,015,382	$4,005,606 â–²	10.8%	220,016	0.1%	Computer and Technology
PM Philip Morris International	$38,079,850	$4,327,117 â–²	12.8%	231,025	0.1%	Consumer Staples
GS The Goldman Sachs Group	$35,948,698	$3,988,736 â–²	12.5%	44,513	0.1%	Finance
WFC Wells Fargo & Company	$35,427,379	$3,503,770 â–²	11.0%	461,294	0.1%	Finance
UNH UnitedHealth Group	$35,193,738	$3,999,889 â–²	12.8%	134,435	0.1%	Medical
ORCL Oracle	$35,144,715	$4,247,835 â–²	13.7%	253,204	0.1%	Computer and Technology
GILD Gilead Sciences	$35,103,596	$3,720,310 â–²	11.9%	257,471	0.1%	Medical
QCOM Qualcomm	$34,100,251	$5,031,083 â–²	17.3%	268,358	0.1%	Computer and Technology
VCSH Vanguard Short-Term Corporate Bond ETF	$33,638,904	$16,819,452 â–²	100.0%	421,118	0.1%	ETF
ISRG Intuitive Surgical	$33,348,689	$3,494,065 â–²	11.7%	73,654	0.1%	Medical
IBM International Business Machines	$32,912,269	$3,771,326 â–²	12.9%	138,724	0.1%	Computer and Technology
GE VERNOVA INC	$32,858,287	$3,548,116 â–²	12.1%	40,201	0.1%	COM
MCD McDonald's	$32,608,844	$3,685,699 â–²	12.7%	105,691	0.1%	Retail/Wholesale
VZ Verizon Communications	$31,478,544	$3,578,895 â–²	12.8%	625,816	0.1%	Computer and Technology
T AT&T	$30,028,850	$3,113,938 â–²	11.6%	1,043,393	0.1%	Computer and Technology
HON Honeywell International	$29,449,747	$3,126,485 â–²	11.9%	131,778	0.1%	Multi-Sector Conglomerates
TMUS T-Mobile US	$29,285,818	$2,602,580 â–²	9.8%	136,888	0.1%	Computer and Technology
NEE NextEra Energy	$28,343,667	$3,215,951 â–²	12.8%	307,916	0.1%	Utilities
MS Morgan Stanley	$28,151,692	$3,058,758 â–²	12.2%	177,759	0.1%	Finance
C Citigroup	$28,043,810	$2,559,998 â–²	10.0%	261,432	0.1%	Financial Services
TMO Thermo Fisher Scientific	$26,794,950	$3,002,713 â–²	12.6%	55,817	0.1%	Medical
PANW Palo Alto Networks	$25,979,574	$6,331,128 â–²	32.2%	168,316	0.1%	Computer and Technology
CRM Salesforce	$25,751,735	$2,538,612 â–²	10.9%	139,176	0.1%	Computer and Technology
TJX TJX Companies	$25,674,815	$2,866,069 â–²	12.6%	164,804	0.1%	Retail/Wholesale
DIS Walt Disney	$24,888,501	$2,661,427 â–²	12.0%	263,873	0.1%	Consumer Discretionary
INTU Intuit	$24,728,002	$2,548,438 â–²	11.5%	57,637	0.1%	Computer and Technology
COP ConocoPhillips	$24,233,023	$2,556,272 â–²	11.8%	182,354	0.0%	Energy
USHY iShares Broad USD High Yield Corporate Bond ETF	$23,913,488	$11,956,744 â–²	100.0%	632,632	0.0%	ETF
AGG iShares Core U.S. Aggregate Bond ETF	$23,843,832	$11,921,916 â–²	100.0%	237,820	0.0%	Finance
PFE Pfizer	$23,432,770	$2,662,310 â–²	12.8%	843,816	0.0%	Medical
VRTX Vertex Pharmaceuticals	$23,350,100	$2,439,596 â–²	11.7%	52,690	0.0%	Medical
SCHW Charles Schwab	$23,180,873	$2,491,868 â–²	12.0%	249,096	0.0%	Finance
CMCSA Comcast	$21,584,109	$2,038,115 â–²	10.4%	746,855	0.0%	Consumer Discretionary
UNP Union Pacific	$21,065,158	$2,398,281 â–²	12.8%	88,054	0.0%	Transportation
UBER Uber Technologies	$21,059,898	$2,237,190 â–²	11.9%	301,243	0.0%	Computer and Technology
APPLOVIN CORP	$20,966,335	$2,169,226 â–²	11.5%	56,349	0.0%	COM CL A
DE Deere & Company	$20,917,352	$2,385,872 â–²	12.9%	37,655	0.0%	Industrials
ADBE Adobe	$20,615,891	$1,849,949 â–²	9.9%	85,497	0.0%	Computer and Technology
SBUX Starbucks	$20,490,461	$2,198,872 â–²	12.0%	236,283	0.0%	Retail/Wholesale
CEG Constellation Energy	$20,142,438	$2,840,080 â–²	16.4%	67,454	0.0%	Energy
WELL Welltower	$20,112,579	$2,624,637 â–²	15.0%	102,983	0.0%	Finance
CRWD CrowdStrike	$19,880,178	$2,184,965 â–²	12.3%	52,308	0.0%	Computer and Technology
USMV iShares MSCI USA Min Vol Factor ETF	$19,490,154	$9,745,077 â–²	100.0%	205,766	0.0%	ETF
LOW Lowe's Companies	$19,362,517	$2,203,695 â–²	12.8%	83,251	0.0%	Retail/Wholesale
SPGI S&P Global	$19,046,697	$1,973,948 â–²	11.6%	45,611	0.0%	Finance
SLB SLB	$18,879,875	$10,011,684 â–²	112.9%	418,365	0.0%	Energy
HYLB Xtrackers USD High Yield Corporate Bond ETF	$18,180,112	$9,090,056 â–²	100.0%	489,766	0.0%	ETF
LMT Lockheed Martin	$18,158,818	$1,960,317 â–²	12.1%	30,337	0.0%	Aerospace
BMY Bristol Myers Squibb	$18,113,779	$2,049,874 â–²	12.8%	303,261	0.0%	Medical
XEL Xcel Energy	$18,001,760	$9,573,331 â–²	113.6%	234,389	0.0%	Utilities
PLD Prologis	$17,761,466	$2,026,611 â–²	12.9%	137,921	0.0%	Finance
WDC Western Digital	$17,739,966	$1,722,681 â–²	10.8%	70,489	0.0%	Computer and Technology
PGR Progressive	$17,518,513	$1,984,698 â–²	12.8%	86,988	0.0%	Finance
DHR Danaher	$17,281,798	$1,901,974 â–²	12.4%	93,979	0.0%	Medical
NEM Newmont	$16,700,799	$1,865,956 â–²	12.6%	161,955	0.0%	Basic Materials
MO Altria Group	$16,696,826	$1,893,382 â–²	12.8%	249,132	0.0%	Consumer Staples

Showing largest 100 holdings. View all holdings.

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Rakuten Investment Management, Inc. Top Holdings and 13F Report (2026)

About Rakuten Investment Management, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Rakuten Investment Management, Inc. Top Holdings and 13F Report (2026)

About Rakuten Investment Management, Inc.

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofRakuten Investment Management, Inc.

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools