Rakuten Investment Management, Inc.

TOKYO, M0 · CIK 2062680 · 13F filing filed 2026-08-18

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entity楽天投信投資顧問株式会社 (JP)
Part of 楽天グループ株式会社 (JP)

Other 13F filers in this group: Rakuten Group, Inc. $1.4bn, Rakuten Securities, Inc. $430.2m, Rakuten Mobile, Inc. files a notice

$34.6bn reported value -29.6% vs Q1 2026

467positions

77.5%in top 10

22 new 391 added 54 reduced 19 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	49,708,819	$18.2bn52.68%	52.68%	Reduced -45.3m	-45,250,657 -47.6%
2	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT	VT	15,258,597	$2.4bn6.86%	6.86%	Reduced -15.8m	-15,751,597 -50.8%
3	VANGUARD STAR FDS VG TL INTL STK F VXUS	VXUS	18,045,200	$1.5bn4.42%	4.42%	Reduced -12.1m	-12,096,600 -40.1%
4	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	47,138,834	$1.5bn4.35%	4.35%	Reduced -36.0m	-36,045,234 -43.3%
5	NVIDIA CORPORATION COM NVDA	NVDA	4,767,757	$929.6m2.68%	2.68%	Added +527.4k	+527,365 12.4%
6	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	955,039	$650.4m1.88%	1.88%	Reduced -779.0k	-778,979 -44.9%
7	MICROSOFT CORP COM MSFT	MSFT	1,401,812	$516.7m1.49%	1.49%	Added +158.9k	+158,946 12.8%
8	ALPHABET INC CAP STK CL A GOOGL	GOOGL	1,119,897	$396.1m1.14%	1.14%	Added +131.4k	+131,372 13.3%
9	BROADCOM INC COM AVGO	AVGO	969,839	$361.2m1.04%	1.04%	Added +123.9k	+123,941 14.7%
10	MICRON TECHNOLOGY INC COM MU	MU	299,691	$343.2m0.99%	0.99%	Added +33.6k	+33,595 12.6%
11	ALPHABET INC CAP STK CL C GOOG	GOOG	919,979	$323.2m0.93%	0.93%	Added +100.1k	+100,072 12.2%
12	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	1,695,054	$268.6m0.78%	0.78%	Reduced -1.1m	-1,142,054 -40.2%
13	META PLATFORMS INC CL A META	META	442,233	$248.8m0.72%	0.72%	Added +54.9k	+54,918 14.2%
14	TESLA INC COM TSLA	TSLA	600,424	$247.3m0.71%	0.71%	Added +75.5k	+75,495 14.4%
15	INTEL CORP COM INTC	INTC	1,261,023	$166.1m0.48%	0.48%	Added +130.7k	+130,662 11.6%
16	ELI LILLY & CO COM LLY	LLY	130,079	$160.0m0.46%	0.46%	Added +11.9k	+11,919 10.1%
17	JPMORGAN CHASE & CO COM JPM	JPM	438,419	$144.4m0.42%	0.42%	Added +37.0k	+36,975 9.2%
18	WALMART INC COM WMT	WMT	1,094,543	$125.4m0.36%	0.36%	Added +155.2k	+155,239 16.5%
19	CISCO SYS INC COM CSCO	CSCO	951,009	$111.9m0.32%	0.32%	Added +131.3k	+131,269 16.0%
20	KLA CORP COM NEW KLAC	KLAC	385,680	$107.4m0.31%	0.31%	Added +69.5k	+69,510 22.0%
21	SCHWAB STRATEGIC TR EMRG MKTEQ ETF SCHE	SCHE	2,945,288	$105.9m0.31%	0.31%	Reduced -1.5m	-1,545,918 -34.4%
22	JOHNSON & JOHNSON COM JNJ	JNJ	393,806	$101.8m0.29%	0.29%	Added +36.2k	+36,182 10.1%
23	COSTCO WHSL CORP NEW COM COST	COST	106,891	$101.2m0.29%	0.29%	Added +14.8k	+14,792 16.1%
24	VISA INC COM CL A V	V	272,694	$93.2m0.27%	0.27%	Added +23.0k	+22,969 9.2%
25	EXXON MOBIL CORP COM XOM	XOM	678,619	$92.3m0.27%	0.27%	Added +56.5k	+56,508 9.1%
26	CATERPILLAR INC COM CAT	CAT	75,605	$78.1m0.23%	0.23%	Added +6.4k	+6,417 9.3%
27	MARVELL TECHNOLOGY INC COM MRVL	MRVL	275,841	$76.6m0.22%	0.22%	Added +99.8k	+99,838 56.7%
28	TEXAS INSTRS INC COM TXN	TXN	263,737	$75.3m0.22%	0.22%	Added +43.7k	+43,721 19.9%
29	NETFLIX INC COM NFLX	NFLX	1,014,525	$74.9m0.22%	0.22%	Added +137.7k	+137,713 15.7%
30	ABBVIE INC COM ABBV	ABBV	289,091	$73.5m0.21%	0.21%	Added +26.8k	+26,793 10.2%
31	ISHARES TR CORE S&P500 ETF IVV	IVV	91,857	$68.4m0.20%	0.20%	Reduced -116.7k	-116,717 -56.0%
32	MASTERCARD INCORPORATED CL A MA	MA	132,660	$67.6m0.20%	0.20%	Added +10.2k	+10,182 8.3%
33	PALO ALTO NETWORKS INC COM PANW	PANW	195,958	$65.1m0.19%	0.19%	Added +27.6k	+27,642 16.4%
34	GE AEROSPACE COM NEW GE	GE	170,735	$63.8m0.18%	0.18%	Added +14.8k	+14,781 9.5%
35	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	546,398	$63.2m0.18%	0.18%	Added +72.0k	+72,001 15.2%
36	UNITEDHEALTH GROUP INC COM UNH	UNH	148,509	$62.3m0.18%	0.18%	Added +14.1k	+14,074 10.5%
37	QUALCOMM INC COM QCOM	QCOM	308,812	$58.3m0.17%	0.17%	Added +40.5k	+40,454 15.1%
38	HOME DEPOT INC COM HD	HD	162,910	$57.2m0.16%	0.16%	Added +15.2k	+15,166 10.3%
39	ISHARES TR CRE U S REIT ETF USRT	USRT	841,781	$56.9m0.16%	0.16%	Reduced -642.0k	-641,961 -43.3%
40	PROCTER AND GAMBLE CO COM PG	PG	380,603	$56.5m0.16%	0.16%	Added +35.1k	+35,062 10.2%
41	SANDISK CORP COM SNDK	SNDK	27,159	$55.7m0.16%	0.16%	Added +205	+205 0.8%
42	WESTERN DIGITAL CORP COM WDC	WDC	83,124	$54.2m0.16%	0.16%	Added +12.6k	+12,635 17.9%
43	VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF VWO	VWO	911,706	$54.0m0.16%	0.16%	Reduced -625.5k	-625,550 -40.7%
44	COCA COLA CO COM KO	KO	633,433	$52.4m0.15%	0.15%	Added +48.1k	+48,134 8.2%
45	MERCK & CO INC COM MRK	MRK	404,114	$52.3m0.15%	0.15%	Added +35.8k	+35,757 9.7%
46	CHEVRON CORP NEW COM CVX	CVX	304,685	$51.3m0.15%	0.15%	Added +24.6k	+24,574 8.8%
47	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	694,424	$49.2m0.14%	0.14%	Reduced -74.1k	-74,126 -9.6%
48	GOLDMAN SACHS GROUP INC COM GS	GS	48,251	$49.2m0.14%	0.14%	Added +3.7k	+3,738 8.4%
49	GE VERNOVA INC COM GEV	GEV	44,108	$48.6m0.14%	0.14%	Added +3.9k	+3,907 9.7%
50	PHILIP MORRIS INTL INC COM PM	PM	254,918	$46.6m0.13%	0.13%	Added +23.9k	+23,893 10.3%
51	PEPSICO INC COM PEP	PEP	329,506	$45.7m0.13%	0.13%	Added +45.7k	+45,705 16.1%
52	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	60,890	$45.2m0.13%	0.13%	Added +8.6k	+8,582 16.4%
53	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	153,622	$42.7m0.12%	0.12%	Added +14.9k	+14,898 10.7%
54	WELLS FARGO CO NEW COM WFC	WFC	500,764	$41.8m0.12%	0.12%	Added +39.5k	+39,470 8.6%
55	MORGAN STANLEY COM NEW MS	MS	195,276	$41.3m0.12%	0.12%	Added +17.5k	+17,517 9.8%
56	ORACLE CORP COM ORCL	ORCL	279,196	$41.3m0.12%	0.12%	Added +26.0k	+25,992 10.3%
57	CITIGROUP INC COM NEW C	C	278,967	$39.8m0.11%	0.11%	Added +17.5k	+17,535 6.7%
58	GILEAD SCIENCES INC COM GILD	GILD	299,116	$37.8m0.11%	0.11%	Added +41.6k	+41,645 16.2%
59	INTUITIVE SURGICAL INC COM NEW ISRG	ISRG	85,388	$34.7m0.10%	0.10%	Added +11.7k	+11,734 15.9%
60	BOOKING HOLDINGS INC COM BKNG	BKNG	187,173	$34.1m0.10%	0.10%	New
61	AMPHENOL CORP CL A APH	APH	201,373	$33.5m0.10%	0.10%	New
62	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	45,934	$33.3m0.10%	0.10%	Added +32.9k	+32,934 253.3%
63	CORNING INC COM GLW	GLW	128,755	$32.9m0.10%	0.10%	Added +11.2k	+11,201 9.5%
64	APPLOVIN CORP COM CL A APP	APP	65,389	$32.6m0.09%	0.09%	Added +9.0k	+9,040 16.0%
65	MCDONALDS CORP COM MCD	MCD	116,204	$31.0m0.09%	0.09%	Added +10.5k	+10,513 9.9%
66	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	60,839	$30.8m0.09%	0.09%	Added +5.0k	+5,022 9.0%
67	VERTEX PHARMACEUTICALS INC COM VRTX	VRTX	61,183	$30.6m0.09%	0.09%	Added +8.5k	+8,493 16.1%
68	NEXTERA ENERGY INC COM NEE	NEE	341,078	$30.2m0.09%	0.09%	Added +33.2k	+33,162 10.8%
69	VERIZON COMMUNICATIONS INC COM VZ	VZ	683,214	$30.1m0.09%	0.09%	Added +57.4k	+57,398 9.2%
70	STARBUCKS CORP COM SBUX	SBUX	274,569	$28.6m0.08%	0.08%	Added +38.3k	+38,286 16.2%
71	DISNEY WALT CO COM DIS	DIS	286,332	$28.2m0.08%	0.08%	Added +22.5k	+22,459 8.5%
72	T-MOBILE US INC COM TMUS	TMUS	161,601	$28.1m0.08%	0.08%	Added +24.7k	+24,713 18.1%
73	VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT	VCIT	331,167	$27.5m0.08%	0.08%	Reduced -460.8k	-460,767 -58.2%
74	TJX COS INC NEW COM TJX	TJX	180,925	$27.4m0.08%	0.08%	Added +16.1k	+16,121 9.8%
75	BOEING CO COM BA	BA	126,533	$27.2m0.08%	0.08%	New
76	TERADYNE INC COM TER	TER	57,937	$26.8m0.08%	0.08%	Added +19.3k	+19,259 49.8%
77	UNION PAC CORP COM UNP	UNP	97,106	$26.5m0.08%	0.08%	Added +9.1k	+9,052 10.3%
78	WELLTOWER INC COM WELL	WELL	115,381	$26.3m0.08%	0.08%	Added +12.4k	+12,398 12.0%
79	DEERE & CO COM DE	DE	40,620	$25.5m0.07%	0.07%	Added +3.0k	+2,965 7.9%
80	AT&T INC COM T	T	1,138,421	$24.8m0.07%	0.07%	Added +95.0k	+95,028 9.1%
81	CADENCE DESIGN SYSTEM INC COM CDNS	CDNS	66,470	$24.8m0.07%	0.07%	Added +9.8k	+9,762 17.2%
82	SCHWAB CHARLES CORP COM SCHW	SCHW	268,961	$24.4m0.07%	0.07%	Added +19.9k	+19,865 8.0%
83	UBER TECHNOLOGIES INC COM UBER	UBER	318,366	$24.0m0.07%	0.07%	Added +17.1k	+17,123 5.7%
84	ISHARES TR CORE US AGGBD ET AGG	AGG	241,493	$24.0m0.07%	0.07%	Added +3.7k	+3,673 1.5%
85	MONOLITHIC PWR SYS INC COM MPWR	MPWR	18,041	$23.7m0.07%	0.07%	Added +3.1k	+3,108 20.8%
86	PFIZER INC COM PFE	PFE	931,567	$22.7m0.07%	0.07%	Added +87.8k	+87,751 10.4%
87	COHERENT CORP COM COHR	COHR	56,687	$22.2m0.06%	0.06%	Added +12.0k	+11,961 26.7%
88	CVS HEALTH CORP COM CVS	CVS	208,478	$21.6m0.06%	0.06%	Added +19.8k	+19,807 10.5%
89	CSX CORP COM CSX	CSX	447,796	$21.5m0.06%	0.06%	Added +61.8k	+61,829 16.0%
90	PROLOGIS INC. COM PLD	PLD	152,488	$21.2m0.06%	0.06%	Added +14.6k	+14,567 10.6%
91	MARRIOTT INTL INC NEW CL A MAR	MAR	56,182	$21.1m0.06%	0.06%	Added +7.5k	+7,478 15.3%
92	PROGRESSIVE CORP COM PGR	PGR	95,611	$21.0m0.06%	0.06%	Added +8.6k	+8,623 9.9%
93	SALESFORCE INC COM CRM	CRM	132,625	$20.9m0.06%	0.06%	Reduced -6.6k	-6,551 -4.7%
94	COMCAST CORP NEW CL A CMCSA	CMCSA	859,870	$20.8m0.06%	0.06%	Added +113.0k	+113,015 15.1%
95	CONOCOPHILLIPS COM COP	COP	199,498	$20.8m0.06%	0.06%	Added +17.1k	+17,144 9.4%
96	CONSTELLATION ENERGY CORP COM CEG	CEG	79,558	$20.6m0.06%	0.06%	Added +12.1k	+12,104 17.9%
97	SYNOPSYS INC COM SNPS	SNPS	45,596	$20.4m0.06%	0.06%	Added +5.9k	+5,886 14.8%
98	CAPITAL ONE FINL CORP COM COF	COF	100,397	$20.3m0.06%	0.06%	Added +7.1k	+7,095 7.6%
99	S&P GLOBAL INC COM SPGI	SPGI	49,588	$20.3m0.06%	0.06%	Added +4.0k	+3,977 8.7%
100	ALTRIA GROUP INC COM MO	MO	273,210	$20.2m0.06%	0.06%	Added +24.1k	+24,078 9.7%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
LAM RESEARCH CORP LRCX	LRCX	288,176	$57.6m288.2k shares
ISHARES GOLD TR IAU	IAU	145,148	$10.5m145.1k shares
ZSCALER INC ZS	ZS	27,641	$5.0m27.6k shares
COTERRA ENERGY INC CTRA	CTRA	112,727	$4.0m112.7k shares
CARNIVAL CORP		168,832	$4.0m168.8k shares
DUPONT DE NEMOURS INC DWDP	DWDP	20,406	$2.7m20.4k shares
HOLOGIC INC HOLX	HOLX	33,056	$2.5m33.1k shares
THOMSON REUTERS CORP		26,281	$2.4m26.3k shares
COOPER COS INC COO	COO	29,085	$2.0m29.1k shares
HENRY JACK & ASSOC INC JKHY	JKHY	10,720	$1.7m10.7k shares
GARTNER INC IT	IT	10,536	$1.7m10.5k shares
ISHARES TR IJH	IJH	22,330	$1.5m22.3k shares
CONAGRA BRANDS INC CAG	CAG	47,113	$741.1k47.1k shares
PINTEREST INC PINS	PINS	29,747	$535.7k29.7k shares
DRAFTKINGS INC NEW DKNG	DKNG	22,366	$468.1k22.4k shares
CAMPBELL SOUP CO CPB	CPB	19,379	$429.8k19.4k shares
VIPSHOP HLDGS LTD VIPS	VIPS	14,003	$224.0k14.0k shares
SNAP INC SNAP	SNAP	53,757	$216.1k53.8k shares
TAL EDUCATION GROUP TAL	TAL	18,712	$206.0k18.7k shares