Rakuten Investment Management, Inc. Portfolio Stock Holdings
Rakuten Investment Management, Inc. disclosed 464 stock positions valued at approximately $28.2 billion in its latest SEC 13F filing. The largest holdings include VANGUARD INDEX FDS, VANGUARD INTL EQUITY INDEX F, and SCHWAB STRATEGIC TR. The filing reflects positions held as of March 31, 2026 and was filed on May 12, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 464
- Portfolio Value
- $28.2B
Holdings by Sector
Rakuten Investment Management, Inc. Portfolio Holdings in Q1 2026
461 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | Other | 55.16% | 47,479,738 | - | - | $15,530,622,299 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 7.56% | 15,505,097 | - | - | $2,130,090,225 |
| SCHWAB STRATEGIC TR | SCHD | Other | 4.00% | 41,592,034 | - | - | $1,127,144,121 |
| VANGUARD STAR FDS | VXUS | Other | 3.91% | 15,070,900 | - | - | $1,102,285,626 |
| NVIDIA CORPORATION | NVDA | Technology | 2.49% | 4,240,392 | +483,097 | +12.86% | $700,385,546 |
| VANGUARD INDEX FDS | VOO | Other | 1.88% | 867,009 | - | - | $528,988,201 |
| MICROSOFT CORP | MSFT | Technology | 1.58% | 1,242,866 | +135,421 | +12.23% | $446,139,179 |
| ALPHABET INC | GOOGL | Communication Services | 0.96% | 988,525 | +109,460 | +12.45% | $270,361,587 |
| BROADCOM INC | AVGO | Technology | 0.88% | 845,898 | +111,093 | +15.12% | $248,194,932 |
| ALPHABET INC | GOOG | Communication Services | 0.80% | 819,907 | +92,443 | +12.71% | $223,949,397 |
| META PLATFORMS INC | META | Communication Services | 0.74% | 387,315 | +43,692 | +12.72% | $207,748,019 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.71% | 1,418,554 | - | - | $199,321,022 |
| TESLA INC | TSLA | Consumer Cyclical | 0.66% | 524,929 | +68,095 | +14.91% | $186,496,775 |
| WALMART INC | WMT | Consumer Defensive | 0.41% | 939,304 | +362,450 | +62.83% | $116,004,044 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.40% | 401,444 | +42,167 | +11.74% | $113,917,763 |
| EXXON MOBIL CORP | XOM | Energy | 0.38% | 622,111 | +65,392 | +11.75% | $106,673,373 |
| ELI LILLY & CO | LLY | Healthcare | 0.37% | 118,160 | +13,255 | +12.64% | $104,764,200 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.33% | 92,099 | +9,878 | +12.01% | $91,784,021 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.31% | 357,624 | +40,723 | +12.85% | $86,720,243 |
| MICRON TECHNOLOGY INC | MU | Technology | 0.30% | 266,096 | +36,393 | +15.84% | $85,629,692 |
| NETFLIX INC. | NFLX | Communication Services | 0.29% | 876,812 | +90,172 | +11.46% | $81,517,211 |
| VISA INC | V | Financial Services | 0.27% | 249,725 | +27,250 | +12.25% | $74,802,626 |
| SCHWAB STRATEGIC TR | SCHE | Other | 0.27% | 2,245,603 | - | - | $74,621,387 |
| ISHARES TR | IVV | Other | 0.25% | 104,287 | - | - | $69,534,400 |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 0.23% | 474,397 | +50,961 | +12.04% | $65,253,307 |
| CISCO SYS INC | CSCO | Technology | 0.22% | 819,740 | +87,545 | +11.96% | $63,152,769 |
| MASTERCARD INCORPORATED | MA | Financial Services | 0.21% | 122,478 | +13,239 | +12.12% | $60,504,132 |
| CHEVRON CORPORATION | CVX | Energy | 0.21% | 280,111 | +29,640 | +11.83% | $59,022,188 |
| LAM RESEARCH CORP | LRCX | Other | 0.20% | 288,176 | +22,648 | +8.53% | $57,615,027 |
| ABBVIE INC | ABBV | Healthcare | 0.20% | 262,298 | +29,834 | +12.83% | $55,900,949 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.18% | 345,541 | +37,985 | +12.35% | $50,006,693 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.17% | 147,744 | +16,801 | +12.83% | $47,795,184 |
| INTEL CORP | INTC | Technology | 0.17% | 1,130,361 | +157,353 | +16.17% | $46,559,569 |
| CATERPILLAR INC | CAT | Industrials | 0.16% | 69,188 | +7,605 | +12.35% | $46,178,146 |
| COCA COLA CO | KO | Consumer Defensive | 0.16% | 585,299 | +66,818 | +12.89% | $44,640,754 |
| PEPSICO INC | PEP | Consumer Defensive | 0.16% | 283,801 | +29,928 | +11.79% | $44,505,672 |
| KLA CORP | KLAC | Technology | 0.16% | 31,617 | +2,931 | +10.22% | $43,713,031 |
| MERCK & CO INC | MRK | Healthcare | 0.15% | 368,357 | +40,848 | +12.47% | $43,502,961 |
| ISHARES TR | USRT | Other | 0.15% | 741,871 | - | - | $43,228,823 |
| GE AEROSPACE | GE | Industrials | 0.15% | 155,954 | +16,955 | +12.20% | $42,614,430 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 0.15% | 768,628 | - | - | $41,459,794 |
| TEXAS INSTRS INC | TXN | Technology | 0.15% | 220,016 | +21,487 | +10.82% | $41,015,382 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 0.14% | 231,025 | +26,252 | +12.82% | $38,079,850 |
| GOLDMAN SACHS GROUP INC | GS | Financial Services | 0.13% | 44,513 | +4,939 | +12.48% | $35,948,698 |
| WELLS FARGO & CO | WFC | Financial Services | 0.13% | 461,294 | +45,622 | +10.98% | $35,427,379 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.12% | 134,435 | +15,279 | +12.82% | $35,193,738 |
| ORACLE CORP | ORCL | Technology | 0.12% | 253,204 | +30,604 | +13.75% | $35,144,715 |
| GILEAD SCIENCES INC | GILD | Healthcare | 0.12% | 257,471 | +27,287 | +11.85% | $35,103,596 |
| QUALCOMM INC | QCOM | Technology | 0.12% | 268,358 | +39,593 | +17.31% | $34,100,251 |
| INTUITIVE SURGICAL INC | ISRG | Healthcare | 0.12% | 73,654 | +7,717 | +11.70% | $33,348,689 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 0.12% | 395,967 | - | - | $33,304,784 |
| INTERNATIONAL BUSINESS MACHS | IBM | Technology | 0.12% | 138,724 | +15,896 | +12.94% | $32,912,269 |
| GE VERNOVA INC | GEV | Utilities | 0.12% | 40,201 | +4,341 | +12.11% | $32,858,287 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.12% | 105,691 | +11,946 | +12.74% | $32,608,844 |
| VERIZON COMMUNICATIONS INC | VZ | Communication Services | 0.11% | 625,816 | +71,151 | +12.83% | $31,478,544 |
| AT&T INC | T | Communication Services | 0.11% | 1,043,393 | +108,198 | +11.57% | $30,028,850 |
| HONEYWELL INTL INC | HON | Industrials | 0.10% | 131,778 | +13,990 | +11.88% | $29,449,747 |
| T-MOBILE US INC | TMUS | Communication Services | 0.10% | 136,888 | +12,165 | +9.75% | $29,285,818 |
| NEXTERA ENERGY INC | NEE | Utilities | 0.10% | 307,916 | +34,937 | +12.80% | $28,343,667 |
| MORGAN STANLEY | MS | Financial Services | 0.10% | 177,759 | +19,314 | +12.19% | $28,151,692 |
| CITIGROUP INC | C | Financial Services | 0.10% | 261,432 | +23,865 | +10.05% | $28,043,810 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 0.10% | 55,817 | +6,255 | +12.62% | $26,794,950 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.09% | 168,316 | +41,018 | +32.22% | $25,979,574 |
| SALESFORCE INC | CRM | Technology | 0.09% | 139,176 | +13,720 | +10.94% | $25,751,735 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 0.09% | 164,804 | +18,397 | +12.57% | $25,674,815 |
| DISNEY WALT CO | DIS | Communication Services | 0.09% | 263,873 | +28,217 | +11.97% | $24,888,501 |
| INTUIT | INTU | Technology | 0.09% | 57,637 | +5,940 | +11.49% | $24,728,002 |
| CONOCOPHILLIPS | COP | Energy | 0.09% | 182,354 | +19,236 | +11.79% | $24,233,023 |
| PFIZER INC | PFE | Healthcare | 0.08% | 843,816 | +95,870 | +12.82% | $23,432,770 |
| VERTEX PHARMACEUTICALS INC | VRTX | Healthcare | 0.08% | 52,690 | +5,505 | +11.67% | $23,350,100 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 0.08% | 249,096 | +26,777 | +12.04% | $23,180,873 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 0.08% | 384,275 | - | - | $22,945,060 |
| COMCAST CORP NEW | CMCSA | Communication Services | 0.08% | 746,855 | +70,523 | +10.43% | $21,584,109 |
| ISHARES INC | IEMG | Other | 0.08% | 323,684 | - | - | $21,266,038 |
| UNION PAC CORP | UNP | Industrials | 0.07% | 88,054 | +10,025 | +12.85% | $21,065,158 |
| UBER TECHNOLOGIES INC | UBER | Technology | 0.07% | 301,243 | +32,001 | +11.89% | $21,059,898 |
| APPLOVIN CORP | APP | Technology | 0.07% | 56,349 | +5,830 | +11.54% | $20,966,335 |
| DEERE & CO | DE | Industrials | 0.07% | 37,655 | +4,295 | +12.87% | $20,917,352 |
| ADOBE INC | ADBE | Technology | 0.07% | 85,497 | +7,672 | +9.86% | $20,615,891 |
| STARBUCKS CORP | SBUX | Consumer Cyclical | 0.07% | 236,283 | +25,356 | +12.02% | $20,490,461 |
| CONSTELLATION ENERGY CORP | CEG | Utilities | 0.07% | 67,454 | +9,511 | +16.41% | $20,142,438 |
| WELLTOWER INC | WELL | Real Estate | 0.07% | 102,983 | +13,439 | +15.01% | $20,112,579 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 0.07% | 52,308 | +5,749 | +12.35% | $19,880,178 |
| LOWES COS INC | LOW | Consumer Cyclical | 0.07% | 83,251 | +9,475 | +12.84% | $19,362,517 |
| S&P GLOBAL INC | SPGI | Financial Services | 0.07% | 45,611 | +4,727 | +11.56% | $19,046,697 |
| SLB LIMITED | SLB | Energy | 0.07% | 418,365 | +221,852 | +112.89% | $18,879,875 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 0.06% | 30,337 | +3,275 | +12.10% | $18,158,818 |
| BRISTOL-MYERS SQUIBB CO | BMY | Healthcare | 0.06% | 303,261 | +34,319 | +12.76% | $18,113,779 |
| XCEL ENERGY INC | XEL | Utilities | 0.06% | 234,389 | +124,648 | +113.58% | $18,001,760 |
| PROLOGIS INC. | PLD | Real Estate | 0.06% | 137,921 | +15,737 | +12.88% | $17,761,466 |
| WESTERN DIGITAL CORP | WDC | Technology | 0.06% | 70,489 | +6,845 | +10.76% | $17,739,966 |
| PROGRESSIVE CORP | PGR | Financial Services | 0.06% | 86,988 | +9,855 | +12.78% | $17,518,513 |
| DANAHER CORP DEL | DHR | Healthcare | 0.06% | 93,979 | +10,343 | +12.37% | $17,281,798 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 0.06% | 210,559 | - | - | $16,819,452 |
| NEWMONT CORP | NEM | Basic Materials | 0.06% | 161,955 | +18,095 | +12.58% | $16,700,799 |
| ALTRIA GROUP INC | MO | Consumer Defensive | 0.06% | 249,132 | +28,251 | +12.79% | $16,696,826 |
| STRYKER CORPORATION | SYK | Healthcare | 0.06% | 51,103 | +5,830 | +12.88% | $16,664,688 |
| CAPITAL ONE FINL CORP | COF | Financial Services | 0.06% | 93,302 | +9,511 | +11.35% | $16,619,885 |
| SERVICENOW INC | NOW | Technology | 0.06% | 154,985 | +18,237 | +13.34% | $16,268,775 |
| PARKER-HANNIFIN CORP | PH | Industrials | 0.06% | 18,731 | +2,116 | +12.74% | $16,136,381 |