Rakuten Investment Management, Inc.
"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.
13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.
This manager has only 0 evaluable quarters in its current filing history, below our eight-quarter minimum. The holdings and AUM below are current, but we do not assign a copy-trading verdict until enough post-publication returns exist.
Quarterly compounding, invested quarters only · entry after the actual SEC deadline plus a 2-day buffer
Top 20 holdings of 464 · 2026 Q1
| Ticker | Value | Weight | QoQ |
|---|---|---|---|
| VTI | $31.1B | | ADD ×2.0 |
| VT | $4.3B | | ADD ×2.0 |
| SCHD | $2.3B | | ADD ×2.0 |
| VXUS | $2.2B | | ADD ×2.0 |
| VOO | $1.1B | | ADD ×2.0 |
| NVDA | $700M | | ADD +13% |
| MSFT | $446M | | ADD +12% |
| VYM | $399M | | ADD ×2.0 |
| GOOGL | $270M | | ADD +13% |
| AVGO | $248M | | ADD +15% |
| GOOG | $224M | | ADD +13% |
| META | $208M | | ADD +13% |
| TSLA | $186M | | ADD +15% |
| SCHE | $149M | | ADD ×2.0 |
| IVV | $139M | | ADD ×2.0 |
| WMT | $116M | | ADD +63% |
| JPM | $114M | | ADD +12% |
| XONA.DE | $107M | | ADD +12% |
| LLY | $105M | | ADD +13% |
| COST | $92M | | ADD +12% |
QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.
New positions in 2026 Q1
Method & Limitations
Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry is the first trading session after the actual SEC filing deadline plus a 2-day buffer. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.