DOSSIER · 13F-HR · Q2 2026

SBI Okasan Asset Management Co.Ltd.

$3.0B in tracked AUM across 320 positions as of Q2 2026.

SO
CIK 0001535128 · last filed Jun 30, 2026
Total AUM
$3.0B
as of Q2 2026
Holdings
320
positions
Whale Score
70
70
strong
Activity
no data
changes this Q
AI Analysis · Q2 2026

SBI Okasan Asset Management Co.Ltd. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VTI
VANGUARD TOTAL STOCK MKT ETF
$780M2.1M25.6%
02
GLDM
SPDR GOLD MINISHARES TRUST
$625M7.9M20.5%
03
BND
VANGUARD TOTAL BOND MARKET
$508M6.9M16.7%
04
EMB
ISHARES JP MORGAN USD EMERGI
$177M1.8M5.8%
05
VWO
VANGUARD FTSE EMERGING MARKE
$141M2.4M4.7%
06
VEA
VANGUARD FTSE DEVELOPED ETF
$136M1.9M4.5%
07
IYR
ISHARES US REAL ESTATE ETF
$106M1.0M3.5%
08
VNQ
VANGUARD REAL ESTATE ETF
$84M854K2.8%
09
HYG
ISHR IBX USD HIYLD CB ETF-UI
$62M777K2.0%
10
NVDA
NVIDIA CORP
$17M89K0.6%

Filing history

2026Q2Jun 30
$3.0B 24.6%
320 positionsView →
2026Q1Mar 31
$2.4B 34.4%
321 positionsView →
2025Q4Dec 31
$1.8B
308 positionsView →