13F filer

Rakuten Investment Management

As of Jun 30, 2026 Filed Aug 18, 2026 CIK 2062680 SEC filings ↗

13F Value

$34.64B

Positions

467

Top Position

VTI52.7%

Top 5

71.0%

Latest filing changes

vs Mar 31, 2026

1 NVDA NVIDIA +12.4%+$102.8M

2 MSFT Microsoft +12.8%+$58.6M

3 GOOGL Alphabet Class A +13.3%+$46.5M

4 AVGO Broadcom +14.7%+$46.2M

5 MU Micron Technology +12.6%+$38.5M

Holdings467

#							Trend (4Q)
1	VTI Vanguard Morningstar Total Stock Market Index Fund — ETF Shares	52.7%	$18.25B	-47.7%	49.71M	63.1%		ETF
2	VT Vanguard Total World Stock Index Fund — ETF Shares	6.9%	$2.38B	-50.8%	15.26M	8.7%		ETF
3	VXUS Vanguard Total International Stock Index Fund — ETF Shares	4.4%	$1.53B	-40.1%	18.05M	4.5%		ETF
4	SCHD Schwab U.S. Dividend Equity ETF	4.3%	$1.51B	-43.3%	47.14M	4.6%		ETF
5	NVDA NVIDIA	2.7%	$929.6M	+12.4%	4.77M	1.4%		Common Stock
6	VOO Vanguard 500 Index Fund — ETF Shares	1.9%	$650.4M	-44.9%	955.0K	2.2%		ETF
7	MSFT Microsoft	1.5%	$516.7M	+12.8%	1.40M	0.9%		Common Stock
8	GOOGL Alphabet Class A Filing details 02079K305 Jun 30, 2026 1,119,897 reported quantity $396,051,574 reported value	1.1%	$396.1M	+13.3%	1.12M	0.5%		Common Stock
9	AVGO Broadcom	1.0%	$361.2M	+14.7%	969.8K	0.5%		Common Stock
10	MU Micron Technology	1.0%	$343.2M	+12.6%	299.7K	0.2%		Common Stock
11	GOOG Alphabet Class C	0.9%	$323.2M	+12.2%	920.0K	0.5%		Common Stock
12	VYM Vanguard High Dividend Yield Index Fund — ETF Shares	0.8%	$268.6M	-40.3%	1.70M	0.8%		ETF
13	META Meta Platforms	0.7%	$248.8M	+14.2%	442.2K	0.4%		Common Stock
14	TSLA Tesla	0.7%	$247.3M	+14.4%	600.4K	0.4%		Common Stock
15	INTC Intel	0.5%	$166.1M	+11.6%	1.26M	0.1%		Common Stock
16	LLY Eli Lilly	0.5%	$160.0M	+10.1%	130.1K	0.2%		Common Stock
17	JPM JPMorgan Chase	0.4%	$144.4M	+9.2%	438.4K	0.2%		Common Stock
18	WMT Walmart	0.4%	$125.4M	+16.5%	1.09M	0.2%		Common Stock
19	CSCO Cisco Systems	0.3%	$111.9M	+16.0%	951.0K	0.1%		Common Stock
20	KLAC KLA	0.3%	$107.4M	—	385.7K	0.1%	—	Common Stock

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing18

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Mar 31, 2026). Prior values are shown for context and are not included in current totals.