Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| State Str SPDR S&P 500 ETF TTR UNIT | TR UNIT | $21.9M | 16.7% |
| Vanguard Index FdsTOTAL STK MKT | TOTAL STK MKT | $13.4M | 10.2% |
| Invesco Qqq TRUNIT SER 1 | UNIT SER 1 | $10.4M | 7.9% |
| Vanguard Index FdsSMALL CP ETF | SMALL CP ETF | $9.81M | 7.5% |
| Vanguard Admiral Fds Inc.500 VAL IDX FD | 500 VAL IDX FD | $6.08M | 4.6% |
| Vanguard Intl Equity Index FALLWRLD EX US | ALLWRLD EX US | $5.68M | 4.3% |
| Vanguard BD Index FdsTOTAL BND MRKT | TOTAL BND MRKT | $4.19M | 3.2% |
| iShares TRSP SMCP600VL ETF | SP SMCP600VL ETF | $3.43M | 2.6% |
| iShares TRMSCI EMG MKT ETF | MSCI EMG MKT ETF | $2.99M | 2.3% |
| iShares TRMSCI EAFE ETF | MSCI EAFE ETF | $2.92M | 2.2% |
| Schwab Strategic TRUS REIT ETF | US REIT ETF | $2.47M | 1.9% |
| Invesco Exchange Traded FD TSEMICONDUCTORS | SEMICONDUCTORS | $2.37M | 1.8% |
| iShares TRISHARES SEMICDTR | ISHARES SEMICDTR | $2.33M | 1.8% |
| Vanguard Scottsdale FdsINT-TERM CORP | INT-TERM CORP | $2.27M | 1.7% |
| iShares TRIBOXX HI YD ETF | IBOXX HI YD ETF | $2.16M | 1.6% |
| Invesco Exch Traded FD TR IIS&P 500 HB ETF | S&P 500 HB ETF | $2.14M | 1.6% |
| iShares TRESG AWR MSCI USA | ESG AWR MSCI USA | $2.06M | 1.6% |
| Roundhill ETF TrustMEMORY ETF | MEMORY ETF | $1.94M | 1.5% |
| SPDR Series TrustST STR BLO 1 ETF | ST STR BLO 1 ETF | $1.86M | 1.4% |
| Vanguard Scottsdale FdsSHRT TRM CORP BD | SHRT TRM CORP BD | $1.67M | 1.3% |
| Abrdn ETFSBBRG ALL COMD K1 | BBRG ALL COMD K1 | $1.63M | 1.2% |
| iShares TRS&P MC 400VL ETF | S&P MC 400VL ETF | $1.53M | 1.2% |
| iShares TRS&P 500 GRWT ETF | S&P 500 GRWT ETF | $1.46M | 1.1% |
| Vanguard Scottsdale FdsINTER TERM TREAS | INTER TERM TREAS | $1.28M | 1.0% |
| Pimco ETF TRACTIVE BD ETF | ACTIVE BD ETF | $1.23M | 0.9% |
| iShares TR0-3 MTH TREASURY | 0-3 MTH TREASURY | $1.12M | 0.9% |
| Vanguard World FDESG INTL STK ETF | ESG INTL STK ETF | $1.04M | 0.8% |
| Vanguard BD Index FdsINTERMED TERM | INTERMED TERM | $668K | 0.5% |
| Doubleline Income SolutionsCOM | COM | $637K | 0.5% |
| First TR Exchange-traded FDFIRST TR TA HIYL | FIRST TR TA HIYL | $606K | 0.5% |
| iShares Inc.MSCI CDA ETF | MSCI CDA ETF | $596K | 0.5% |
| Pimco Dynamic Income FDSHS | SHS | $556K | 0.4% |
| Invesco Exch Trd Slf Idx FDBULSHS 2027 CB | BULSHS 2027 CB | $550K | 0.4% |
| Merck & CO Inc.COM | COM | $546K | 0.4% |
| Vanguard Charlotte FdsTOTAL INT BD ETF | TOTAL INT BD ETF | $539K | 0.4% |
| Amgen Inc.COM | COM | $527K | 0.4% |
| Goldman Sachs Group Inc.COM | COM | $521K | 0.4% |
| Apple Inc.COM | COM | $520K | 0.4% |
| Abbvie Inc.COM | COM | $469K | 0.4% |
| Nvidia CorporationCOM | COM | $469K | 0.4% |
| Vanguard Scottsdale FdsLG-TERM COR BD | LG-TERM COR BD | $466K | 0.4% |
| JPMORGAN Chase & COCOM | COM | $462K | 0.4% |
| Biogen Inc.COM | COM | $450K | 0.3% |
| Blackrock Income TR Inc.COM NEW | COM NEW | $446K | 0.3% |
| Invesco Exch Traded FD TR IIPFD ETF | PFD ETF | $441K | 0.3% |
| Blackrock Corpor HI Yld FD ICOM | COM | $436K | 0.3% |
| Blackrock Multi Sector Inc. TCOM | COM | $433K | 0.3% |
| Meta Platforms Inc.CL A | CL A | $428K | 0.3% |
| Edwards Lifesciences Corp.COM | COM | $426K | 0.3% |
| Interactive Brokers Group INCOM CL A | COM CL A | $424K | 0.3% |
State Str SPDR S&P 500 ETF TTR UNIT$21.9M
- Class
- TR UNIT
- Share
- 16.7%
Vanguard Index FdsTOTAL STK MKT$13.4M
- Class
- TOTAL STK MKT
- Share
- 10.2%
Invesco Qqq TRUNIT SER 1$10.4M
- Class
- UNIT SER 1
- Share
- 7.9%
Vanguard Index FdsSMALL CP ETF$9.81M
- Class
- SMALL CP ETF
- Share
- 7.5%
Vanguard Admiral Fds Inc.500 VAL IDX FD$6.08M
- Class
- 500 VAL IDX FD
- Share
- 4.6%
Vanguard Intl Equity Index FALLWRLD EX US$5.68M
- Class
- ALLWRLD EX US
- Share
- 4.3%
Vanguard BD Index FdsTOTAL BND MRKT$4.19M
- Class
- TOTAL BND MRKT
- Share
- 3.2%
iShares TRSP SMCP600VL ETF$3.43M
- Class
- SP SMCP600VL ETF
- Share
- 2.6%
iShares TRMSCI EMG MKT ETF$2.99M
- Class
- MSCI EMG MKT ETF
- Share
- 2.3%
iShares TRMSCI EAFE ETF$2.92M
- Class
- MSCI EAFE ETF
- Share
- 2.2%
Schwab Strategic TRUS REIT ETF$2.47M
- Class
- US REIT ETF
- Share
- 1.9%
Invesco Exchange Traded FD TSEMICONDUCTORS$2.37M
- Class
- SEMICONDUCTORS
- Share
- 1.8%
iShares TRISHARES SEMICDTR$2.33M
- Class
- ISHARES SEMICDTR
- Share
- 1.8%
Vanguard Scottsdale FdsINT-TERM CORP$2.27M
- Class
- INT-TERM CORP
- Share
- 1.7%
iShares TRIBOXX HI YD ETF$2.16M
- Class
- IBOXX HI YD ETF
- Share
- 1.6%
Invesco Exch Traded FD TR IIS&P 500 HB ETF$2.14M
- Class
- S&P 500 HB ETF
- Share
- 1.6%
iShares TRESG AWR MSCI USA$2.06M
- Class
- ESG AWR MSCI USA
- Share
- 1.6%
Roundhill ETF TrustMEMORY ETF$1.94M
- Class
- MEMORY ETF
- Share
- 1.5%
SPDR Series TrustST STR BLO 1 ETF$1.86M
- Class
- ST STR BLO 1 ETF
- Share
- 1.4%
Vanguard Scottsdale FdsSHRT TRM CORP BD$1.67M
- Class
- SHRT TRM CORP BD
- Share
- 1.3%
Abrdn ETFSBBRG ALL COMD K1$1.63M
- Class
- BBRG ALL COMD K1
- Share
- 1.2%
iShares TRS&P MC 400VL ETF$1.53M
- Class
- S&P MC 400VL ETF
- Share
- 1.2%
iShares TRS&P 500 GRWT ETF$1.46M
- Class
- S&P 500 GRWT ETF
- Share
- 1.1%
Vanguard Scottsdale FdsINTER TERM TREAS$1.28M
- Class
- INTER TERM TREAS
- Share
- 1.0%
Pimco ETF TRACTIVE BD ETF$1.23M
- Class
- ACTIVE BD ETF
- Share
- 0.9%
iShares TR0-3 MTH TREASURY$1.12M
- Class
- 0-3 MTH TREASURY
- Share
- 0.9%
Vanguard World FDESG INTL STK ETF$1.04M
- Class
- ESG INTL STK ETF
- Share
- 0.8%
Vanguard BD Index FdsINTERMED TERM$668K
- Class
- INTERMED TERM
- Share
- 0.5%
Doubleline Income SolutionsCOM$637K
- Class
- COM
- Share
- 0.5%
First TR Exchange-traded FDFIRST TR TA HIYL$606K
- Class
- FIRST TR TA HIYL
- Share
- 0.5%
iShares Inc.MSCI CDA ETF$596K
- Class
- MSCI CDA ETF
- Share
- 0.5%
Pimco Dynamic Income FDSHS$556K
- Class
- SHS
- Share
- 0.4%
Invesco Exch Trd Slf Idx FDBULSHS 2027 CB$550K
- Class
- BULSHS 2027 CB
- Share
- 0.4%
Merck & CO Inc.COM$546K
- Class
- COM
- Share
- 0.4%
Vanguard Charlotte FdsTOTAL INT BD ETF$539K
- Class
- TOTAL INT BD ETF
- Share
- 0.4%
Amgen Inc.COM$527K
- Class
- COM
- Share
- 0.4%
Goldman Sachs Group Inc.COM$521K
- Class
- COM
- Share
- 0.4%
Apple Inc.COM$520K
- Class
- COM
- Share
- 0.4%
Abbvie Inc.COM$469K
- Class
- COM
- Share
- 0.4%
Nvidia CorporationCOM$469K
- Class
- COM
- Share
- 0.4%
Vanguard Scottsdale FdsLG-TERM COR BD$466K
- Class
- LG-TERM COR BD
- Share
- 0.4%
JPMORGAN Chase & COCOM$462K
- Class
- COM
- Share
- 0.4%
Biogen Inc.COM$450K
- Class
- COM
- Share
- 0.3%
Blackrock Income TR Inc.COM NEW$446K
- Class
- COM NEW
- Share
- 0.3%
Invesco Exch Traded FD TR IIPFD ETF$441K
- Class
- PFD ETF
- Share
- 0.3%
Blackrock Corpor HI Yld FD ICOM$436K
- Class
- COM
- Share
- 0.3%
Blackrock Multi Sector Inc. TCOM$433K
- Class
- COM
- Share
- 0.3%
Meta Platforms Inc.CL A$428K
- Class
- CL A
- Share
- 0.3%
Edwards Lifesciences Corp.COM$426K
- Class
- COM
- Share
- 0.3%
Interactive Brokers Group INCOM CL A$424K
- Class
- COM CL A
- Share
- 0.3%
The share class is shown on a wider screen.
The 50 largest of 79 positions by value, with holdings of the same security combined. The 79 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 1566307
- File number
- 028-24835
- Options
- 0 call, 0 put
- In the 25 largest
- 83.4%
- Prior quarter
- $114M at 31 March 2026
- Positions opened
- 28
- Positions closed
- 16
Common questions
What are Ramiah Investment Group’s 13F holdings worth?
$131 million across 79 positions for the quarter ended 30 June 2026.
What is Ramiah Investment Group’s largest 13F holding?
STATE STR SPDR S&P 500 ETF T (TR UNIT) was the largest position at $21.9 million, or 16.7% of reported 13F value, as of 30 June 2026.
How concentrated is Ramiah Investment Group’s 13F portfolio?
The ten largest positions accounted for 61.7% of reported value and the twenty-five largest for 83.4%, across 79 positions as of 30 June 2026.
Does Form 13F show everything Ramiah Investment Group manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Ramiah Investment Group file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.