Rakuten Investment Management, Inc.
Institutional investor · Portfolio as of Q4 2025
Top Holdings607 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
VANGUARD TOTAL STOCK MARKET VIPERS | 47.5M | $15.5B | 52.3% | $205.75 | +64.21% | 23 qtrssince 2019-Q4 | Unchanged 0 |
VANGUARD TOT WORLD STK ETF | 15.5M | $2.1B | 7.2% | $83.19 | +70.68% | 23 qtrssince 2019-Q4 | Unchanged 0 |
SCHWAB US DVD EQUITY ETF | 41.6M | $1.1B | 3.8% | $26.79 | +3.13% | 3 qtrssince 2025-Q1 | Unchanged 0 |
VANGUARD TOTAL INTL STOCK | 15.1M | $1.1B | 3.7% | $61.88 | +22.43% | 3 qtrssince 2025-Q1 | Unchanged 0 |
NVIDIA CORP | 3.8M | $707.2M | 2.4% | $186.50 | +0.56% | 7 qtrssince 2023-Q4 | Increased 87 |
APPLE INC | 2.2M | $612M | 2.1% | $270.29 | +13.06% | 7 qtrssince 2023-Q4 | Increased 87 |
MICROSOFT CORP | 1.1M | $539.4M | 1.8% | $486.01 | +0.30% | 3 qtrssince 2025-Q1 | Increased 80 |
VANGUARD S&P 500 ETF | 867,009 | $529M | 1.8% | $515.53 | +22.54% | 3 qtrssince 2025-Q1 | Unchanged 0 |
AMAZON.COM INC | 1.5M | $344.2M | 1.2% | $226.57 | +15.33% | 7 qtrssince 2023-Q4 | Increased 79 |
ALPHABET INC-CL A | 879,065 | $275.6M | 0.9% | $312.99 | +0.27% | 7 qtrssince 2023-Q4 | Increased 70 |
BROADCOM INC | 734,805 | $256.7M | 0.9% | $348.71 | +0.33% | 7 qtrssince 2023-Q4 | Increased 70 |
ALPHABET INC-CL C | 727,464 | $228.7M | 0.8% | $188.94 | +66.48% | 7 qtrssince 2023-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 343,623 | $226.3M | 0.8% | $613.28 | +8.59% | 7 qtrssince 2023-Q4 | Increased 70 |
TESLA INC | 456,834 | $210M | 0.7% | $448.63 | +1.29% | 7 qtrssince 2023-Q4 | Increased 70 |
VANGUARD HIGH DVD YIELD ETF | 1.4M | $199.3M | 0.7% | $101.57 | +42.31% | 23 qtrssince 2019-Q4 | Unchanged 0 |
JPMORGAN CHASE & CO | 359,277 | $116.3M | 0.4% | $310.80 | +3.59% | 7 qtrssince 2023-Q4 | Increased 58 |
ELI LILLY & CO | 104,905 | $113.2M | 0.4% | $997.23 | +7.25% | 7 qtrssince 2023-Q4 | Increased 58 |
BERKSHIRE HATHAWAY INC-CL B | 221,944 | $111.2M | 0.4% | $497.52 | +0.14% | 7 qtrssince 2023-Q4 | Increased 58 |
VISA INC-CLASS A SHARES | 222,475 | $78.9M | 0.3% | $329.63 | +5.76% | 7 qtrssince 2023-Q4 | Increased 57 |
PALANTIR TECHNOLOGIES INC-A | 423,436 | $78M | 0.3% | $173.78 | +4.06% | 3 qtrssince 2025-Q1 | Increased 57 |
Rakuten Investment Management, Inc. manages $29.7B across 607 positions as of Q4 2025. Top holdings: VTI (52.3%), VT (7.2%), SCHD (3.8%). Fund DNA: Concentrated Value. HoldingsIntel Rating: 1/5.0.
Active quarter - 12 new positions, 42 exits, 308 increased. Top move: NVDA (INCREASED, conviction 87). Portfolio: $29.7B across 607 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