Ramiah Investment Group
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed May 29, 2026), Ramiah Investment Group reported 60 stock positions worth $109.8 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 9.7% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 9.4%) and VG Morningstar TS MKT ETF-US (VTI, 7.8%). Compared with Q3 2024, it opened 4 new positions, sold out of 8, added to 29 and reduced 27. The biggest buy was a new position in iShares 20+ Year Treasury BD (TLT) and the biggest sale iShares Latin America 40 ETF (ILF, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- BROOKFIELD, WI
- CIK
- 0001566307
- Portfolio Value
- $109.8M (Q4 2024)
- SEC Filing
- 0001566307-26-000040 ↗ filed May 29, 2026
Holdings Value
Holdings 60 stocks · $109.8M
| SPY SS SPDR S&P 500 ETF Trust-US | 9.71% | 18,197 | $10.7M | Add +10.4% |
| QQQ Invesco QQQ Trust Series 1 | 9.38% | 20,155 | $10.3M | Reduce -4.4% |
| VTI VG Morningstar TS MKT ETF-US | 7.80% | 29,538 | $8.6M | Add +8.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 6.23% | 28,453 | $6.8M | Add +11.4% |
| RSP Invesco S&P 500 Equal Weight | 5.50% | 34,478 | $6.0M | Reduce -10.3% |
| EPP iShares MSCI Pacific Ex Japa | 4.91% | 123,187 | $5.4M | Reduce -9.9% |
| TLT iShares 20+ Year Treasury BD | 4.89% | 61,536 | $5.4M | New |
| UGA United States Gas Fund LP | 4.89% | 85,210 | $5.4M | Reduce -9.5% |
| ILF iShares Latin America 40 ETF | 4.47% | 234,775 | $4.9M | Reduce -2.9% |
| SLV iShares Silver Trust | 4.25% | 177,047 | $4.7M | Reduce -13.4% |
| VOOV Vanguard S&P 500 Value ETF | 3.42% | 20,371 | $3.8M | Add +18.1% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 2.68% | 32,237 | $2.9M | Add +574.4% |
| VEU Vanguard Ftse All-World Ex-U | 2.13% | 40,655 | $2.3M | Add +15.5% |
| BND Vanguard Total Bond Market | 1.85% | 28,244 | $2.0M | Add +2.0% |
| VCIT Vanguard Int-Term Corporate | 1.79% | 24,481 | $2.0M | Add +1.6% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 1.60% | 22,277 | $1.8M | Add +0.1% |
| USXF iShares ESG Advance MSCI USA | 1.55% | 34,176 | $1.7M | Reduce -6.0% |
| SCHH Schwab US REIT ETF | 1.35% | 70,592 | $1.5M | Add +16.3% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.22% | 17,111 | $1.3M | Add +1.1% |
| BCI Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 1.09% | 60,631 | $1.2M | Add +12.2% |
| BOND PIMCO Active Bond Exchange-T | 1.05% | 12,809 | $1.2M | Add +0.8% |
| VGIT Vanguard Intermediate-Term T | 0.96% | 18,176 | $1.1M | Add +25.7% |
| BIV Vanguard Intermediate-Term B | 0.90% | 13,198 | $986K | Add +23.8% |
| DSL Doubleline Income Solutions | 0.85% | 73,855 | $928K | Add +52.9% |
| HYLS FT Tactical High Yield ETF | 0.71% | 18,863 | $780K | Reduce -4.9% |
| PDI PIMCO Dynamic Income Fund | 0.61% | 36,583 | $671K | Add +4.4% |
| HYT BlackRock Corp. Hi YLD | 0.59% | 65,779 | $645K | Reduce -2.5% |
| BIT BlackRock Multi-Sector Inc. | 0.59% | 44,113 | $644K | New |
| CRM Salesforce Inc. | 0.58% | 1,895 | $634K | Reduce -9.8% |
| PGX Invesco Preferred ETF | 0.58% | 54,844 | $632K | New |
| EXPE Expedia Group Inc. | 0.56% | 3,330 | $620K | Reduce -11.6% |
| PAYC Paycom Software Inc. | 0.56% | 3,025 | $620K | Reduce -3.5% |
| ESML iShares ESG Aware MSCI USA S | 0.56% | 14,650 | $616K | Reduce -9.2% |
| META Meta Platforms Inc. Class A | 0.53% | 989 | $579K | Reduce -10.1% |
| BKNG Booking Holdings Inc. | 0.52% | 116 | $576K | Reduce -31.8% |
| INTU Intuit Inc. | 0.48% | 843 | $530K | Add +5.8% |
| INCY Incyte Corp. | 0.48% | 7,599 | $525K | Reduce -3.8% |
| EW Edwards Lifesciences Corp. | 0.47% | 6,914 | $512K | Add +22.9% |
| EA Electronic Arts Inc. | 0.46% | 3,454 | $505K | Reduce -1.3% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.46% | 2,683 | $504K | Reduce -16.0% |
| PANW Palo Alto Networks Inc. | 0.45% | 2,716 | $494K | Reduce -9.0% |
| RF Regions Financial Corp. | 0.45% | 20,920 | $492K | Reduce -13.1% |
| VCLT Vanguard Long-Term Corp. Bond | 0.44% | 6,411 | $479K | Reduce -38.1% |
| VGLT Vanguard Long-Term Treasury | 0.43% | 8,625 | $477K | Reduce -36.0% |
| ABNB Airbnb Inc. Class A | 0.43% | 3,618 | $475K | Add +6.3% |
| ALGN Align Technology Inc. | 0.41% | 2,179 | $454K | Add +6.6% |
| BSCR Invesco Bulletshares 2027 CB | 0.41% | 23,131 | $451K | Add +25.2% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.41% | 15,291 | $447K | Reduce -9.9% |
| MRK Merck & Co. Inc. | 0.39% | 4,326 | $430K | Add +10.2% |
| VRTX Vertex Pharmaceuticals Inc. | 0.39% | 1,051 | $423K | Add +1.8% |
| AMGN Amgen Inc. | 0.37% | 1,542 | $402K | Add +0.5% |
| BIIB Biogen Inc. | 0.35% | 2,494 | $381K | Add +10.7% |
| NULG Nuveen ESG LRG-Cap GRW ETF | 0.34% | 4,296 | $369K | Reduce -4.6% |
| REGN Regeneron Pharmaceuticals | 0.31% | 484 | $345K | Add +3.6% |
| BHK BlackRock Core Bond Trust | 0.30% | 31,440 | $329K | Add +0.5% |
| VSGX Vanguard ESG Intl Stock ETF | 0.28% | 5,495 | $312K | Add +1.5% |
| NULV Nuveen ESG Large-Cap Val ETF | 0.18% | 5,144 | $203K | Reduce -2.9% |
| FLTR Vaneck Ig Floating Rate ETF | 0.18% | 7,916 | $201K | Reduce -7.5% |
| FLOT iShares Floating Rate Bond E | 0.18% | 3,948 | $201K | Reduce -7.4% |
| XMHIX Pioneer Muni High Inc. TR | 0.09% | 11,237 | $104K | New |
Portfolio Sells Q3 2024 → Q4 2024
| ILF iShares Latin America 40 ETF | Reduce -2.9% | 4.47% | −1.43 |
| EPP iShares MSCI Pacific Ex Japa | Reduce -9.9% | 4.91% | −1.38 |
| SLV iShares Silver Trust | Reduce -13.4% | 4.25% | −1.23 |
| RSP Invesco S&P 500 Equal Weight | Reduce -10.3% | 5.50% | −0.98 |
| BNDX Vanguard Total Intl Bond ETF | Sold out | 0.00% | −0.79 |
| BLV Vanguard Long-Term Bond ETF | Sold out | 0.00% | −0.79 |
| JNK SS SPDR BB High Yield Bond | Sold out | 0.00% | −0.66 |
| VCLT Vanguard Long-Term Corp. Bond | Reduce -38.1% | 0.44% | −0.36 |
| VGLT Vanguard Long-Term Treasury | Reduce -36.0% | 0.43% | −0.35 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -4.4% | 9.38% | −0.31 |
| NVDA Nvidia Corp. | Sold out | 0.00% | −0.30 |
| UGA United States Gas Fund LP | Reduce -9.5% | 4.89% | −0.30 |
| AXP American Express Co. | Sold out | 0.00% | −0.21 |
| GLD SPDR Gold Shares | Sold out | 0.00% | −0.20 |
| TLH iShares 10-20 Year Treasury | Sold out | 0.00% | −0.19 |
| BKNG Booking Holdings Inc. | Reduce -31.8% | 0.52% | −0.15 |
| USXF iShares ESG Advance MSCI USA | Reduce -6.0% | 1.55% | −0.13 |
| VICI Vici Properties Inc. | Reduce -9.9% | 0.41% | −0.13 |
| MFM Aberdeen Municipal Income | Sold out | 0.00% | −0.11 |
| RF Regions Financial Corp. | Reduce -13.1% | 0.45% | −0.08 |
| MTB M & T Bank Corp. | Reduce -16.0% | 0.46% | −0.08 |
| ESML iShares ESG Aware MSCI USA S | Reduce -9.2% | 0.56% | −0.07 |
| HYLS FT Tactical High Yield ETF | Reduce -4.9% | 0.71% | −0.07 |
| META Meta Platforms Inc. Class A | Reduce -10.1% | 0.53% | −0.07 |
| HYT BlackRock Corp. Hi YLD | Reduce -2.5% | 0.59% | −0.05 |
| PANW Palo Alto Networks Inc. | Reduce -9.0% | 0.45% | −0.03 |
| NULV Nuveen ESG Large-Cap Val ETF | Reduce -2.9% | 0.18% | −0.02 |
| FLOT iShares Floating Rate Bond E | Reduce -7.4% | 0.18% | −0.02 |
| FLTR Vaneck Ig Floating Rate ETF | Reduce -7.5% | 0.18% | −0.02 |
| NULG Nuveen ESG LRG-Cap GRW ETF | Reduce -4.6% | 0.34% | −0.01 |
| INCY Incyte Corp. | Reduce -3.8% | 0.48% | −0.01 |
| EA Electronic Arts Inc. | Reduce -1.3% | 0.46% | −0.01 |
| CRM Salesforce Inc. | Reduce -9.8% | 0.58% | +0.04 |
| EXPE Expedia Group Inc. | Reduce -11.6% | 0.56% | +0.04 |
| PAYC Paycom Software Inc. | Reduce -3.5% | 0.56% | +0.07 |
Portfolio Buys Q3 2024 → Q4 2024
| TLT iShares 20+ Year Treasury BD | New | 4.89% | +4.89 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +574.4% | 2.68% | +2.27 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +10.4% | 9.71% | +0.80 |
| BIT BlackRock Multi-Sector Inc. | New | 0.59% | +0.59 |
| PGX Invesco Preferred ETF | New | 0.58% | +0.58 |
| VTI VG Morningstar TS MKT ETF-US | Add +8.8% | 7.80% | +0.56 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +11.4% | 6.23% | +0.52 |
| VOOV Vanguard S&P 500 Value ETF | Add +18.1% | 3.42% | +0.32 |
| DSL Doubleline Income Solutions | Add +52.9% | 0.85% | +0.25 |
| VGIT Vanguard Intermediate-Term T | Add +25.7% | 0.96% | +0.14 |
| EW Edwards Lifesciences Corp. | Add +22.9% | 0.47% | +0.12 |
| BIV Vanguard Intermediate-Term B | Add +23.8% | 0.90% | +0.11 |
| XMHIX Pioneer Muni High Inc. TR | New | 0.09% | +0.09 |
| BSCR Invesco Bulletshares 2027 CB | Add +25.2% | 0.41% | +0.07 |
| BCI Abrdn Bloomberg All Commodit | Add +12.2% | 1.09% | +0.05 |
| VEU Vanguard Ftse All-World Ex-U | Add +15.5% | 2.13% | +0.04 |
| SCHH Schwab US REIT ETF | Add +16.3% | 1.35% | +0.03 |
| ABNB Airbnb Inc. Class A | Add +6.3% | 0.43% | +0.03 |
| INTU Intuit Inc. | Add +5.8% | 0.48% | +0.02 |
| MRK Merck & Co. Inc. | Add +10.2% | 0.39% | −0.03 |
| VSGX Vanguard ESG Intl Stock ETF | Add +1.5% | 0.28% | −0.03 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +1.1% | 1.22% | −0.05 |
| BHK BlackRock Core Bond Trust | Add +0.5% | 0.30% | −0.06 |
| PDI PIMCO Dynamic Income Fund | Add +4.4% | 0.61% | −0.06 |
| BIIB Biogen Inc. | Add +10.7% | 0.35% | −0.06 |
| VRTX Vertex Pharmaceuticals Inc. | Add +1.8% | 0.39% | −0.07 |
| ALGN Align Technology Inc. | Add +6.6% | 0.41% | −0.08 |
| BOND PIMCO Active Bond Exchange-T | Add +0.8% | 1.05% | −0.08 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +0.1% | 1.60% | −0.09 |
| AMGN Amgen Inc. | Add +0.5% | 0.37% | −0.10 |
| BND Vanguard Total Bond Market | Add +2.0% | 1.85% | −0.11 |
| VCIT Vanguard Int-Term Corporate | Add +1.6% | 1.79% | −0.11 |
| REGN Regeneron Pharmaceuticals | Add +3.6% | 0.31% | −0.15 |
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 |