Rakuten Investment Management, Inc.
Institutional investor · Portfolio as of Q2 2026
Top Holdings467 positions
VANGUARD INDEX FDS | 49.7M | $18.2B | 52.7% | $261.54 | +43.03% | 25 qtrssince 2019-Q4 | Decreased 0 |
VANGUARD INTL EQUITY INDEX F | 15.3M | $2.4B | 6.9% | $109.88 | +42.72% | 25 qtrssince 2019-Q4 | Decreased 0 |
VANGUARD STAR FDS | 18M | $1.5B | 4.4% | $68.87 | +21.14% | 5 qtrssince 2025-Q1 | Decreased 0 |
SCHWAB STRATEGIC TR | 47.1M | $1.5B | 4.3% | $28.33 | +21.23% | 5 qtrssince 2025-Q1 | Decreased 0 |
NVIDIA CORPORATION | 4.8M | $929.6M | 2.7% | $185.44 | +15.47% | 9 qtrssince 2023-Q4 | Increased 61 |
VANGUARD INDEX FDS | 955,039 | $650.4M | 1.9% | $554.19 | +26.60% | 5 qtrssince 2025-Q1 | Decreased 0 |
MICROSOFT CORP | 1.4M | $516.7M | 1.5% | $456.34 | +15.93% | 5 qtrssince 2025-Q1 | Increased 56 |
ALPHABET INC | 1.1M | $396.1M | 1.1% | $314.51 | +8.29% | 9 qtrssince 2023-Q4 | Increased 56 |
BROADCOM INC | 969,839 | $361.2M | 1.0% | $343.39 | -4.26% | 9 qtrssince 2023-Q4 | Increased 56 |
MICRON TECHNOLOGY INC | 299,691 | $343.2M | 1.0% | $333.18 | +163.77% | 5 qtrssince 2025-Q1 | Increased 49 |
ALPHABET INC | 919,979 | $323.2M | 0.9% | $216.27 | +55.78% | 9 qtrssince 2023-Q4 | Increased 49 |
VANGUARD WHITEHALL FDS | 1.7M | $268.6M | 0.8% | $123.22 | +30.06% | 25 qtrssince 2019-Q4 | Decreased 0 |
META PLATFORMS INC | 442,233 | $248.8M | 0.7% | $599.04 | +18.41% | 9 qtrssince 2023-Q4 | Increased 49 |
TESLA INC | 600,424 | $247.3M | 0.7% | $432.87 | -18.05% | 9 qtrssince 2023-Q4 | Increased 49 |
INTEL CORP | 1.3M | $166.1M | 0.5% | $48.40 | +85.63% | 9 qtrssince 2023-Q4 | Increased 41 |
ELI LILLY & CO | 130,079 | $160M | 0.5% | $1,007.41 | +24.78% | 9 qtrssince 2023-Q4 | Increased 40 |
JPMORGAN CHASE & CO | 438,419 | $144.4M | 0.4% | $306.97 | +10.67% | 9 qtrssince 2023-Q4 | Increased 40 |
WALMART INC | 1.1M | $125.4M | 0.4% | $115.20 | +3.13% | 5 qtrssince 2025-Q1 | Increased 42 |
CISCO SYS INC | 951,009 | $111.9M | 0.3% | $80.26 | +33.81% | 9 qtrssince 2023-Q4 | Increased 41 |
KLA CORP | 385,680 | $107.4M | 0.3% | $140.40 | +18.05% | 9 qtrssince 2023-Q4 | Increased 58 |
Rakuten Investment Management, Inc. manages $34.6B across 467 positions as of Q2 2026. Top holdings: VTI (52.7%), VT (6.9%), VXUS (4.4%). Fund DNA: Concentrated Value. HoldingsIntel Score: 3.5/5.0.
Active quarter - 22 new positions, 19 exits, 391 increased. Top move: NVDA (INCREASED, conviction 61). Portfolio: $34.6B across 467 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
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