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

About Rakuten Investment Management, Inc.

Investment Activity

Rakuten Investment Management, Inc. has $34.64 billion in total holdings as of June 30, 2026.
Rakuten Investment Management, Inc. owns shares of 467 different stocks, but just 14 companies or ETFs make up 80% of its holdings.
Approximately 3.94% of the portfolio was purchased this quarter.
About 64.98% of the portfolio was sold this quarter.
This quarter, Rakuten Investment Management, Inc. has purchased 464 new stocks and bought additional shares in 391 stocks.
Rakuten Investment Management, Inc. sold shares of 54 stocks and completely divested from 19 stocks this quarter.

Largest Holdings

Vanguard Total Stock Market ETF: $18,249,101,631
Vanguard Total World Stock ETF: $2,377,747,170
Vanguard Total International Stock ETF: $1,532,578,836
Schwab US Dividend Equity ETF: $1,505,142,969
NVIDIA: $929,569,582

Largest New Holdings this Quarter

09857L108 - Booking: $34,142,226 Holding
032095101 - Amphenol: $33,512,494 Holding
097023105 - Boeing: $27,165,369 Holding
43849R105 - HONEYWELL AEROSPACE INC: $16,820,754 Holding
064058100 - BANK OF NY MELLON CORP: $16,148,021 Holding

Largest Purchases this Quarter

NVIDIA: 527,365 shares (about $102.82M)
KLA: 354,063 shares (about $98.57M)
Microsoft: 158,946 shares (about $58.58M)
Alphabet: 131,372 shares (about $46.46M)
Broadcom: 123,941 shares (about $46.16M)

Largest Sales this Quarter

Vanguard Total Stock Market ETF: 45,250,657 shares (about $16.61B)
Vanguard Total World Stock ETF: 15,751,597 shares (about $2.45B)
Schwab US Dividend Equity ETF: 36,045,234 shares (about $1.15B)
Vanguard Total International Stock ETF: 12,096,600 shares (about $1.03B)
Vanguard S&P 500 ETF: 778,979 shares (about $530.49M)

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	$18,249,101,631	$16,612,421,198 â–¼	-47.7%	49,708,819	52.7%	ETF
VT Vanguard Total World Stock ETF	$2,377,747,170	$2,454,571,360 â–¼	-50.8%	15,258,597	6.9%	ETF
VXUS Vanguard Total International Stock ETF	$1,532,578,836	$1,027,364,238 â–¼	-40.1%	18,045,200	4.4%	ETF
SCHD Schwab US Dividend Equity ETF	$1,505,142,969	$1,150,924,321 â–¼	-43.3%	47,138,834	4.3%	ETF
NVDA NVIDIA	$929,569,582	$102,820,354 â–²	12.4%	4,767,757	2.7%	Technology
VOO Vanguard S&P 500 ETF	$650,391,109	$530,492,488 â–¼	-44.9%	955,039	1.9%	ETF
MSFT Microsoft	$516,665,848	$58,582,727 â–²	12.8%	1,401,812	1.5%	Technology
GOOGL Alphabet	$396,051,574	$46,459,708 â–²	13.3%	1,119,897	1.1%	Communication Services
AVGO Broadcom	$361,216,535	$46,161,825 â–²	14.7%	969,839	1.0%	Technology
MU Micron Technology	$343,230,108	$38,475,682 â–²	12.6%	299,691	1.0%	Technology
GOOG Alphabet	$323,170,223	$35,153,292 â–²	12.2%	919,979	0.9%	Communication Services
VYM Vanguard High Dividend Yield ETF	$268,581,306	$180,958,456 â–¼	-40.3%	1,695,054	0.8%	ETF
META Meta Platforms	$248,800,285	$30,896,867 â–²	14.2%	442,233	0.7%	Communication Services
TSLA Tesla	$247,278,620	$31,091,861 â–²	14.4%	600,424	0.7%	Consumer Discretionary
INTC Intel	$166,101,949	$17,210,799 â–²	11.6%	1,261,023	0.5%	Technology
LLY Eli Lilly and Company	$159,988,064	$14,659,536 â–²	10.1%	130,079	0.5%	Healthcare
JPM JPMorgan Chase & Co.	$144,410,834	$12,179,195 â–²	9.2%	438,419	0.4%	Finance
WALMART INC	$125,434,627	$17,790,389 â–²	16.5%	1,094,543	0.4%	COM
CSCO Cisco Systems	$111,933,759	$15,450,361 â–²	16.0%	951,009	0.3%	Technology
KLAC KLA	$107,369,455	$98,567,598 â–²	1,119.9%	385,680	0.3%	Technology
SCHE Schwab Emerging Markets Equity ETF	$105,853,650	$55,560,293 â–¼	-34.4%	2,945,288	0.3%	ETF
JNJ Johnson & Johnson	$101,802,789	$9,353,409 â–²	10.1%	393,806	0.3%	Healthcare
COST Costco Wholesale	$101,191,571	$14,003,290 â–²	16.1%	106,891	0.3%	Consumer Staples
V Visa	$93,165,905	$7,847,359 â–²	9.2%	272,694	0.3%	Finance
XOM ExxonMobil	$92,332,901	$7,688,478 â–²	9.1%	678,619	0.3%	Energy
CAT Caterpillar	$78,114,329	$6,629,980 â–²	9.3%	75,605	0.2%	Industrials
MRVL Marvell Technology	$76,614,837	$27,730,004 â–²	56.7%	275,841	0.2%	Technology
TXN Texas Instruments	$75,291,638	$12,481,471 â–²	19.9%	263,737	0.2%	Technology
NFLX Netflix	$74,851,654	$10,160,465 â–²	15.7%	1,014,525	0.2%	Communication Services
ABBV AbbVie	$73,518,732	$6,813,728 â–²	10.2%	289,091	0.2%	Healthcare
IVV iShares Core S&P 500 ETF	$68,359,060	$86,859,623 â–¼	-56.0%	91,857	0.2%	ETF
MA Mastercard	$67,608,842	$5,189,154 â–²	8.3%	132,660	0.2%	Finance
PANW Palo Alto Networks	$65,058,056	$9,177,144 â–²	16.4%	195,958	0.2%	Technology
GE GE Aerospace	$63,805,376	$5,523,807 â–²	9.5%	170,735	0.2%	Industrials
PALANTIR TECHNOLOGIES INC	$63,218,248	$8,330,516 â–²	15.2%	546,398	0.2%	CL A
UNH UnitedHealth Group	$62,347,048	$5,908,547 â–²	10.5%	148,509	0.2%	Healthcare
QCOM Qualcomm	$58,279,000	$7,634,479 â–²	15.1%	308,812	0.2%	Technology
HD Home Depot	$57,150,457	$5,320,384 â–²	10.3%	162,910	0.2%	Consumer Discretionary
USRT iShares Core U.S. REIT ETF	$56,870,724	$43,370,885 â–¼	-43.3%	841,781	0.2%	ETF
PG Procter & Gamble	$56,500,515	$5,204,954 â–²	10.1%	380,603	0.2%	Consumer Staples
SANDISK CORP	$55,686,542	$420,330 â–²	0.8%	27,159	0.2%	COM
WDC Western Digital	$54,186,873	$8,236,504 â–²	17.9%	83,124	0.2%	Technology
VWO Vanguard FTSE Emerging Markets ETF	$53,954,761	$37,020,049 â–¼	-40.7%	911,706	0.2%	ETF
KO CocaCola	$52,353,237	$3,978,275 â–²	8.2%	633,433	0.2%	Consumer Staples
MRK Merck & Co., Inc.	$52,284,269	$4,626,241 â–²	9.7%	404,114	0.2%	Healthcare
CVX Chevron	$51,330,281	$4,139,982 â–²	8.8%	304,685	0.1%	Energy
VEA Vanguard FTSE Developed Markets ETF	$49,248,550	$5,257,016 â–¼	-9.6%	694,424	0.1%	ETF
GS The Goldman Sachs Group	$49,226,152	$3,813,545 â–²	8.4%	48,251	0.1%	Finance
GE VERNOVA INC	$48,629,511	$4,307,507 â–²	9.7%	44,108	0.1%	COM
PM Philip Morris International	$46,616,854	$4,369,313 â–²	10.3%	254,918	0.1%	Consumer Staples
PEP PepsiCo	$45,695,892	$6,338,369 â–²	16.1%	329,506	0.1%	Consumer Staples
CRWD CrowdStrike	$45,235,789	$6,375,653 â–²	16.4%	60,890	0.1%	Technology
IBM International Business Machines	$42,706,916	$4,141,644 â–²	10.7%	153,622	0.1%	Technology
WFC Wells Fargo & Company	$41,818,801	$3,296,140 â–²	8.6%	500,764	0.1%	Finance
MS Morgan Stanley	$41,343,834	$3,708,699 â–²	9.9%	195,276	0.1%	Finance
ORCL Oracle	$41,254,000	$3,840,578 â–²	10.3%	279,196	0.1%	Technology
C Citigroup	$39,750,007	$2,498,562 â–²	6.7%	278,967	0.1%	Finance
GILD Gilead Sciences	$37,787,324	$5,261,013 â–²	16.2%	299,116	0.1%	Healthcare
ISRG Intuitive Surgical	$34,664,966	$4,763,652 â–²	15.9%	85,388	0.1%	Healthcare
BKNG Booking	$34,142,226	$34,142,226 â–²	New Holding	187,173	0.1%	Consumer Discretionary
APH Amphenol	$33,512,494	$33,512,494 â–²	New Holding	201,373	0.1%	Technology
QQQ Invesco QQQ	$33,259,890	$23,846,850 â–²	253.3%	45,934	0.1%	ETF
GLW Corning	$32,921,365	$2,863,984 â–²	9.5%	128,755	0.1%	Technology
APPLOVIN CORP	$32,613,417	$4,508,790 â–²	16.0%	65,389	0.1%	COM CL A
MCD McDonald's	$31,047,384	$2,808,863 â–²	9.9%	116,204	0.1%	Consumer Discretionary
TMO Thermo Fisher Scientific	$30,810,086	$2,543,241 â–²	9.0%	60,839	0.1%	Healthcare
VRTX Vertex Pharmaceuticals	$30,570,085	$4,243,527 â–²	16.1%	61,183	0.1%	Healthcare
NEE NextEra Energy	$30,239,975	$2,940,143 â–²	10.8%	341,078	0.1%	Utilities
VZ Verizon Communications	$30,129,737	$2,531,252 â–²	9.2%	683,214	0.1%	Communication Services
SBUX Starbucks	$28,571,650	$3,984,041 â–²	16.2%	274,569	0.1%	Consumer Discretionary
DIS Walt Disney	$28,240,925	$2,215,131 â–²	8.5%	286,332	0.1%	Communication Services
TMUS T-Mobile US	$28,113,725	$4,299,320 â–²	18.1%	161,601	0.1%	Communication Services
VCIT Vanguard Intermediate-Term Corporate Bond ETF	$27,473,614	$38,225,230 â–¼	-58.2%	331,167	0.1%	ETF
TJX TJX Companies	$27,361,287	$2,437,979 â–²	9.8%	180,925	0.1%	Consumer Discretionary
BA Boeing	$27,165,369	$27,165,369 â–²	New Holding	126,533	0.1%	Industrials
TER Teradyne	$26,836,997	$8,920,961 â–²	49.8%	57,937	0.1%	Technology
UNP Union Pacific	$26,480,806	$2,468,480 â–²	10.3%	97,106	0.1%	Industrials
WELL Welltower	$26,275,715	$2,823,397 â–²	12.0%	115,381	0.1%	Real Estate
DE Deere & Company	$25,453,710	$1,857,958 â–²	7.9%	40,620	0.1%	Industrials
T AT&T	$24,840,346	$2,073,511 â–²	9.1%	1,138,421	0.1%	Communication Services
CDNS Cadence Design Systems	$24,774,698	$3,638,493 â–²	17.2%	66,470	0.1%	Technology
SCHW Charles Schwab	$24,354,418	$1,798,776 â–²	8.0%	268,961	0.1%	Finance
UBER Uber Technologies	$24,036,633	$1,292,787 â–²	5.7%	318,366	0.1%	Industrials
AGG iShares Core U.S. Aggregate Bond ETF	$23,997,159	$364,986 â–²	1.5%	241,493	0.1%	ETF
MPWR Monolithic Power Systems	$23,683,683	$4,080,089 â–²	20.8%	18,041	0.1%	Technology
PFE Pfizer	$22,702,287	$2,138,492 â–²	10.4%	931,567	0.1%	Healthcare
COHR Coherent	$22,177,088	$4,679,382 â–²	26.7%	56,687	0.1%	Technology
CVS CVS Health	$21,594,151	$2,051,609 â–²	10.5%	208,478	0.1%	Healthcare
CSX CSX	$21,498,685	$2,968,410 â–²	16.0%	447,796	0.1%	Industrials
PLD Prologis	$21,179,058	$2,023,211 â–²	10.6%	152,488	0.1%	Real Estate
MAR Marriott International	$21,061,508	$2,803,353 â–²	15.4%	56,182	0.1%	Consumer Discretionary
PGR Progressive	$21,021,034	$1,895,853 â–²	9.9%	95,611	0.1%	Finance
CRM Salesforce	$20,945,466	$1,034,599 â–¼	-4.7%	132,625	0.1%	Technology
CMCSA Comcast	$20,826,051	$2,737,223 â–²	15.1%	859,870	0.1%	Communication Services
COP ConocoPhillips	$20,787,691	$1,786,405 â–²	9.4%	199,498	0.1%	Energy
CEG Constellation Energy	$20,630,980	$3,138,809 â–²	17.9%	79,558	0.1%	Utilities
SNPS Synopsys	$20,393,266	$2,632,572 â–²	14.8%	45,596	0.1%	Technology
COF Capital One Financial	$20,308,305	$1,435,177 â–²	7.6%	100,397	0.1%	Finance
SPGI S&P Global	$20,259,673	$1,624,843 â–²	8.7%	49,588	0.1%	Finance
MO Altria Group	$20,231,200	$1,782,976 â–²	9.7%	273,210	0.1%	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