Ramiah Investment Group
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 16, 2026), Ramiah Investment Group reported 79 stock positions worth $131.0 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 16.7% of the portfolio, followed by VG Morningstar TS MKT ETF-US (VTI, 10.2%) and Invesco QQQ Trust Series 1 (QQQ, 7.9%). Compared with Q1 2026, it opened 28 new positions, sold out of 16, added to 36 and reduced 15. The biggest buy was SS SPDR S&P 500 ETF Trust-US (SPY, shares +2461%) and the biggest sale SS SPDR BB 1-3M T-Bill ETF (BIL, shares −92%).
- Most Recent 13F
- Q2 2026
- Location
- BROOKFIELD, WI
- CIK
- 0001566307
- Portfolio Value
- $131.0M (Q2 2026)
- SEC Filing
- 0001566307-26-000074 ↗ filed Jul 16, 2026
Holdings Value
Holdings 79 stocks · $131.0M
| SPY SS SPDR S&P 500 ETF Trust-US | 16.73% | 29,347 | $21.9M | Add +2460.8% |
| VTI VG Morningstar TS MKT ETF-US | 10.22% | 36,185 | $13.4M | Add +5.5% |
| QQQ Invesco QQQ Trust Series 1 | 7.91% | 14,066 | $10.4M | Add +1388.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 7.49% | 32,379 | $9.8M | Add +2.5% |
| VOOV Vanguard S&P 500 Value ETF | 4.64% | 27,751 | $6.1M | Add +7.2% |
| VEU Vanguard Ftse All-World Ex-U | 4.33% | 67,798 | $5.7M | Add +6.2% |
| BND Vanguard Total Bond Market | 3.20% | 57,070 | $4.2M | Add +21.2% |
| IJS iShares S&P Small-Cap 600 Va | 2.62% | 25,120 | $3.4M | Add +194.8% |
| EEM iShares MSCI Emerging Market | 2.29% | 43,763 | $3.0M | Add +305.1% |
| EFA iShares MSCI Eafe ETF | 2.23% | 28,099 | $2.9M | Add +158.9% |
| SCHH Schwab US REIT ETF | 1.89% | 104,328 | $2.5M | Add +0.8% |
| PSI Invesco Semiconductors ETF | 1.81% | 12,639 | $2.4M | New |
| SOXX iShares Semiconductor ETF | 1.78% | 3,640 | $2.3M | New |
| VCIT Vanguard Int-Term Corporate | 1.74% | 27,502 | $2.3M | Add +8.3% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 1.65% | 27,000 | $2.2M | Add +7.0% |
| SPHB Invesco S&P 500 High Beta Et | 1.63% | 13,747 | $2.1M | New |
| ESGU iShares ESG Aware MSCI USA | 1.58% | 12,607 | $2.1M | Add +9.4% |
| DRAM Roundhill Memory ETF | 1.48% | 26,321 | $1.9M | New |
| BIL SS SPDR BB 1-3M T-Bill ETF | 1.42% | 20,328 | $1.9M | Reduce -91.9% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.28% | 21,140 | $1.7M | Add +9.8% |
| BCI Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 1.24% | 72,946 | $1.6M | Reduce -3.7% |
| IJJ iShares S&P Mid-Cap 400 Valu | 1.17% | 10,374 | $1.5M | Add +35.7% |
| IVW iShares S&P 500 Growth ETF | 1.12% | 10,626 | $1.5M | Add +92.3% |
| VGIT Vanguard Intermediate-Term T | 0.97% | 21,623 | $1.3M | Add +6.4% |
| BOND PIMCO Active Bond Exchange-T | 0.94% | 13,386 | $1.2M | Add +6.0% |
| SGOV iShares 0-3 Month Treasury B | 0.86% | 11,142 | $1.1M | Add +0.5% |
| VSGX Vanguard ESG Intl Stock ETF | 0.79% | 12,615 | $1.0M | Add +9.7% |
| BIV Vanguard Intermediate-Term B | 0.51% | 8,711 | $668K | Add +0.5% |
| DSL Doubleline Income Solutions | 0.49% | 57,562 | $637K | Add +0.0% |
| HYLS FT Tactical High Yield ETF | 0.46% | 14,910 | $606K | Reduce -1.4% |
| EWC iShares MSCI Canada ETF | 0.45% | 10,334 | $596K | New |
| PDI PIMCO Dynamic Income Fund | 0.42% | 33,320 | $556K | Add +7.4% |
| BSCR Invesco Bulletshares 2027 CB | 0.42% | 28,015 | $550K | Reduce -0.6% |
| MRK Merck & Co. Inc. | 0.42% | 4,246 | $546K | Add +11.0% |
| BNDX Vanguard Total Intl Bond ETF | 0.41% | 11,126 | $539K | Reduce -0.7% |
| AMGN Amgen Inc. | 0.40% | 1,454 | $527K | New |
| GS Goldman Sachs Group Inc. | 0.40% | 515 | $521K | New |
| AAPL Apple Inc. | 0.40% | 1,798 | $520K | Add +13.0% |
| ABBV Abbvie Inc. | 0.36% | 1,865 | $469K | Reduce -5.2% |
| NVDA Nvidia Corp. | 0.36% | 2,342 | $469K | Reduce -3.0% |
| VCLT Vanguard Long-Term Corp. Bond | 0.36% | 6,189 | $466K | Reduce -1.2% |
| JPM JPMorgan Chase & Co. | 0.35% | 1,411 | $462K | New |
| BIIB Biogen Inc. | 0.34% | 2,085 | $450K | New |
| BKT BlackRock Income Trust | 0.34% | 41,602 | $446K | Add +3.2% |
| PGX Invesco Preferred ETF | 0.34% | 40,668 | $441K | Add +1.7% |
| HYT BlackRock Corp. Hi YLD | 0.33% | 50,911 | $436K | Add +0.8% |
| BIT BlackRock Multi-Sector Inc. | 0.33% | 34,588 | $433K | Add +1.8% |
| META Meta Platforms Inc. Class A | 0.33% | 760 | $428K | Reduce -5.2% |
| EW Edwards Lifesciences Corp. | 0.33% | 4,709 | $426K | Reduce -9.3% |
| IBKR Interactive Brokers Gro Class A | 0.32% | 4,870 | $424K | New |
| MU Micron Technology Inc. | 0.32% | 364 | $420K | New |
| RF Regions Financial Corp. | 0.32% | 13,803 | $417K | Reduce -6.8% |
| SNDK Sandisk Corp. | 0.31% | 179 | $407K | New |
| GPN Global Payments Inc. | 0.30% | 5,449 | $395K | New |
| ESML iShares ESG Aware MSCI USA S | 0.29% | 6,800 | $380K | Add +10.9% |
| GILD Gilead Sciences Inc. | 0.29% | 3,004 | $380K | New |
| UNH Unitedhealth Group Inc. | 0.28% | 884 | $367K | New |
| MRVL Marvell Technology Inc. | 0.28% | 1,226 | $365K | New |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.28% | 13,615 | $361K | Reduce -9.3% |
| REGN Regeneron Pharmaceuticals | 0.27% | 558 | $348K | New |
| VGLT Vanguard Long-Term Treasury | 0.25% | 6,042 | $333K | Add +1.2% |
| WDC Western Digital Corp. | 0.24% | 486 | $310K | New |
| INTC Intel Corp. | 0.23% | 2,134 | $298K | New |
| MSFT Microsoft Corp. | 0.20% | 694 | $259K | Reduce -52.0% |
| SLB SLB Ltd. filed as SLB LIMITED | 0.19% | 5,304 | $247K | New |
| GOOGL Alphabet Inc. Class A | 0.19% | 689 | $246K | New |
| LAMR Lamar Advertising Co. Class A | 0.19% | 1,574 | $246K | New |
| BHK BlackRock Core Bond Trust | 0.18% | 25,963 | $238K | Add +2.7% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.17% | 1,941 | $227K | New |
| ANET Arista Networks Inc. | 0.17% | 1,335 | $227K | New |
| BMY Bristol-Myers Squibb Co. | 0.17% | 3,867 | $223K | Reduce -3.5% |
| MO Altria Group Inc. | 0.17% | 3,091 | $222K | Reduce -14.0% |
| SHOP Shopify Inc. Class A | 0.16% | 1,875 | $214K | New |
| FTI Technipfmc PLC | 0.16% | 3,087 | $205K | New |
| VOD Vodafone Group PLC-SP ADR | 0.15% | 14,383 | $190K | New |
| MUA BlackRock Muniassets Fund | 0.10% | 11,435 | $126K | Add +7.6% |
| NMZ Nuveen Muni Hi Inc. Opport | 0.10% | 11,782 | $125K | Add +6.8% |
| NAD Nuveen Quality Municipal Inc. | 0.09% | 10,223 | $124K | New |
| NUV Nuveen Municipal Value | 0.09% | 13,383 | $123K | Add +7.3% |
Portfolio Sells Q1 2026 → Q2 2026
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -91.9% | 1.42% | −18.57 |
| RSP Invesco S&P 500 Equal Weight | Sold out | 0.00% | −12.63 |
| QQQE Dirx Nasdaq-100EQ Wi ETF-Usd | Sold out | 0.00% | −5.60 |
| CRM Salesforce Inc. | Sold out | 0.00% | −0.51 |
| JNJ Johnson & Johnson | Sold out | 0.00% | −0.41 |
| VRTX Vertex Pharmaceuticals Inc. | Sold out | 0.00% | −0.38 |
| EA Electronic Arts Inc. | Sold out | 0.00% | −0.38 |
| EBAY eBay Inc. | Sold out | 0.00% | −0.36 |
| BCI Abrdn Bloomberg All Commodit | Reduce -3.7% | 1.24% | −0.36 |
| INCY Incyte Corp. | Sold out | 0.00% | −0.34 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.32 |
| INTU Intuit Inc. | Sold out | 0.00% | −0.32 |
| PAYC Paycom Software Inc. | Sold out | 0.00% | −0.31 |
| BKNG Booking Holdings Inc. | Sold out | 0.00% | −0.31 |
| SNPS Synopsys Inc. | Sold out | 0.00% | −0.30 |
| MSFT Microsoft Corp. | Reduce -52.0% | 0.20% | −0.27 |
| WDAY Workday Inc. Class A | Sold out | 0.00% | −0.27 |
| CSGP Costar Group Inc. | Sold out | 0.00% | −0.25 |
| EXEL Exelixis Inc. | Sold out | 0.00% | −0.20 |
| VICI Vici Properties Inc. | Reduce -9.3% | 0.28% | −0.08 |
| META Meta Platforms Inc. Class A | Reduce -5.2% | 0.33% | −0.07 |
| HYLS FT Tactical High Yield ETF | Reduce -1.4% | 0.46% | −0.07 |
| BSCR Invesco Bulletshares 2027 CB | Reduce -0.6% | 0.42% | −0.06 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -0.7% | 0.41% | −0.06 |
| VCLT Vanguard Long-Term Corp. Bond | Reduce -1.2% | 0.36% | −0.05 |
| BMY Bristol-Myers Squibb Co. | Reduce -3.5% | 0.17% | −0.04 |
| EW Edwards Lifesciences Corp. | Reduce -9.3% | 0.33% | −0.04 |
| MO Altria Group Inc. | Reduce -14.0% | 0.17% | −0.04 |
| RF Regions Financial Corp. | Reduce -6.8% | 0.32% | −0.02 |
| ABBV Abbvie Inc. | Reduce -5.2% | 0.36% | −0.02 |
| NVDA Nvidia Corp. | Reduce -3.0% | 0.36% | −0.01 |
Portfolio Buys Q1 2026 → Q2 2026
| SPY SS SPDR S&P 500 ETF Trust-US | Add +2460.8% | 16.73% | +16.08 |
| QQQ Invesco QQQ Trust Series 1 | Add +1388.5% | 7.91% | +7.43 |
| PSI Invesco Semiconductors ETF | New | 1.81% | +1.81 |
| SOXX iShares Semiconductor ETF | New | 1.78% | +1.78 |
| EEM iShares MSCI Emerging Market | Add +305.1% | 2.29% | +1.75 |
| IJS iShares S&P Small-Cap 600 Va | Add +194.8% | 2.62% | +1.74 |
| SPHB Invesco S&P 500 High Beta Et | New | 1.63% | +1.63 |
| DRAM Roundhill Memory ETF | New | 1.48% | +1.48 |
| EFA iShares MSCI Eafe ETF | Add +158.9% | 2.23% | +1.31 |
| VTI VG Morningstar TS MKT ETF-US | Add +5.5% | 10.22% | +0.61 |
| IVW iShares S&P 500 Growth ETF | Add +92.3% | 1.12% | +0.57 |
| EWC iShares MSCI Canada ETF | New | 0.45% | +0.45 |
| AMGN Amgen Inc. | New | 0.40% | +0.40 |
| GS Goldman Sachs Group Inc. | New | 0.40% | +0.40 |
| JPM JPMorgan Chase & Co. | New | 0.35% | +0.35 |
| BIIB Biogen Inc. | New | 0.34% | +0.34 |
| IBKR Interactive Brokers Gro Class A | New | 0.32% | +0.32 |
| MU Micron Technology Inc. | New | 0.32% | +0.32 |
| SNDK Sandisk Corp. | New | 0.31% | +0.31 |
| GPN Global Payments Inc. | New | 0.30% | +0.30 |
| GILD Gilead Sciences Inc. | New | 0.29% | +0.29 |
| IJJ iShares S&P Mid-Cap 400 Valu | Add +35.7% | 1.17% | +0.28 |
| UNH Unitedhealth Group Inc. | New | 0.28% | +0.28 |
| MRVL Marvell Technology Inc. | New | 0.28% | +0.28 |
| REGN Regeneron Pharmaceuticals | New | 0.27% | +0.27 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +2.5% | 7.49% | +0.26 |
| WDC Western Digital Corp. | New | 0.24% | +0.24 |
| INTC Intel Corp. | New | 0.23% | +0.23 |
| SLB SLB Ltd. | New | 0.19% | +0.19 |
| GOOGL Alphabet Inc. Class A | New | 0.19% | +0.19 |
| LAMR Lamar Advertising Co. Class A | New | 0.19% | +0.19 |
| NULG Nuveen ESG LRG-Cap GRW ETF | New | 0.17% | +0.17 |
| ANET Arista Networks Inc. | New | 0.17% | +0.17 |
| BND Vanguard Total Bond Market | Add +21.2% | 3.20% | +0.17 |
| SHOP Shopify Inc. Class A | New | 0.16% | +0.16 |
| FTI Technipfmc PLC | New | 0.16% | +0.16 |
| ESGU iShares ESG Aware MSCI USA | Add +9.4% | 1.58% | +0.15 |
| VOD Vodafone Group PLC-SP ADR | New | 0.15% | +0.15 |
| VEU Vanguard Ftse All-World Ex-U | Add +6.2% | 4.33% | +0.14 |
| NAD Nuveen Quality Municipal Inc. | New | 0.09% | +0.09 |
| VSGX Vanguard ESG Intl Stock ETF | Add +9.7% | 0.79% | +0.07 |
| AAPL Apple Inc. | Add +13.0% | 0.40% | +0.04 |
| ESML iShares ESG Aware MSCI USA S | Add +10.9% | 0.29% | +0.04 |
| VOOV Vanguard S&P 500 Value ETF | Add +7.2% | 4.64% | +0.03 |
| MRK Merck & Co. Inc. | Add +11.0% | 0.42% | +0.01 |
| MUA BlackRock Muniassets Fund | Add +7.6% | 0.10% | −0.00 |
| NUV Nuveen Municipal Value | Add +7.3% | 0.09% | −0.00 |
| NMZ Nuveen Muni Hi Inc. Opport | Add +6.8% | 0.10% | −0.01 |
| BHK BlackRock Core Bond Trust | Add +2.7% | 0.18% | −0.02 |
| BKT BlackRock Income Trust | Add +3.2% | 0.34% | −0.03 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 79 | $131.0M | SPY, VTI, QQQ, VB, VOOV |
| Q1 2026Amended | 67 | $114.4M | BIL, RSP, VTI, VB, QQQE |
| Q4 2025Amended | 69 | $115.3M | SPY, VTI, QQQ, VB, VOOV |
| Q3 2025Amended | 60 | $112.9M | SPY, VTI, QQQ, VB, VOOV |
| Q2 2025 | 58 | $92.9M | SPY, BIL, SGOV, VTI, VB |
| Q1 2025Amended | 50 | $104.4M | FLTR, SPY, VTI, VB, QQQ |
| Q4 2024 | 60 | $109.8M | SPY, QQQ, VTI, VB, RSP |
| Q3 2024 | 64 | $106.2M | QQQ, SPY, VTI, RSP, EPP |
| Q2 2024 | 62 | $102.4M | QQQ, SPY, VTI, RSP, EPP |
| Q1 2024 | 61 | $106.3M | RSP, QQQ, SPY, VTI, SLV |