Ramiah Investment Group
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed May 29, 2026), Ramiah Investment Group reported 58 stock positions worth $92.9 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 14.1% of the portfolio, followed by SS SPDR BB 1-3M T-Bill ETF (BIL, 12.3%) and iShares 0-3 Month Treasury B (SGOV, 9.4%). Compared with Q1 2025, it opened 17 new positions, sold out of 9, added to 18 and reduced 23. The biggest buy was SS SPDR BB 1-3M T-Bill ETF (BIL, shares +294%) and the biggest sale an exit from Vaneck Ig Floating Rate ETF (FLTR).
- Most Recent 13F
- Q2 2026
- Location
- BROOKFIELD, WI
- CIK
- 0001566307
- Portfolio Value
- $92.9M (Q2 2025)
- SEC Filing
- 0001566307-26-000042 ↗ filed May 29, 2026
Holdings Value
Holdings 58 stocks · $92.9M
| SPY SS SPDR S&P 500 ETF Trust-US | 14.12% | 21,238 | $13.1M | Add +32.0% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 12.34% | 124,960 | $11.5M | Add +293.7% |
| SGOV iShares 0-3 Month Treasury B | 9.37% | 86,481 | $8.7M | New |
| VTI VG Morningstar TS MKT ETF-US | 8.92% | 27,276 | $8.3M | Add +7.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 7.05% | 27,626 | $6.5M | Add +12.9% |
| QQQ Invesco QQQ Trust Series 1 | 5.66% | 9,538 | $5.3M | Add +33.3% |
| VOOV Vanguard S&P 500 Value ETF | 3.76% | 18,502 | $3.5M | Add +8.2% |
| VEU Vanguard Ftse All-World Ex-U | 2.50% | 34,590 | $2.3M | Reduce -2.4% |
| BND Vanguard Total Bond Market | 2.05% | 25,831 | $1.9M | Reduce -2.2% |
| VCIT Vanguard Int-Term Corporate | 1.98% | 22,178 | $1.8M | Reduce -2.5% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 1.77% | 20,341 | $1.6M | Reduce -1.3% |
| SCHH Schwab US REIT ETF | 1.48% | 65,027 | $1.4M | Add +5.4% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.41% | 16,453 | $1.3M | Reduce -1.2% |
| EFA iShares MSCI Eafe ETF | 1.27% | 13,186 | $1.2M | New |
| BCI Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 1.20% | 53,644 | $1.1M | Add +5.6% |
| IVW iShares S&P 500 Growth ETF | 1.17% | 9,841 | $1.1M | New |
| IJJ iShares S&P Mid-Cap 400 Valu | 1.15% | 8,671 | $1.1M | New |
| IJS iShares S&P Small-Cap 600 Va | 1.15% | 10,759 | $1.1M | New |
| BOND PIMCO Active Bond Exchange-T | 1.09% | 10,967 | $1.0M | Reduce -1.8% |
| EEM iShares MSCI Emerging Market | 1.06% | 20,379 | $983K | New |
| VGIT Vanguard Intermediate-Term T | 0.99% | 15,324 | $917K | Reduce -5.4% |
| USXF iShares ESG Advance MSCI USA | 0.90% | 15,528 | $837K | Add +27.8% |
| BIV Vanguard Intermediate-Term B | 0.80% | 9,569 | $740K | Reduce -5.5% |
| MSFT Microsoft Corp. | 0.78% | 1,460 | $726K | New |
| DSL Doubleline Income Solutions | 0.75% | 57,148 | $699K | Reduce -1.3% |
| META Meta Platforms Inc. Class A | 0.74% | 936 | $691K | Add +1.3% |
| INTU Intuit Inc. | 0.68% | 805 | $634K | Reduce -2.2% |
| HYLS FT Tactical High Yield ETF | 0.62% | 13,866 | $580K | Reduce -4.6% |
| BKNG Booking Holdings Inc. | 0.57% | 92 | $533K | Reduce -6.1% |
| RF Regions Financial Corp. | 0.57% | 22,505 | $529K | Add +8.7% |
| PDI PIMCO Dynamic Income Fund | 0.56% | 27,524 | $522K | Add +1.6% |
| SNPS Synopsys Inc. | 0.54% | 986 | $506K | New |
| INCY Incyte Corp. | 0.54% | 7,410 | $505K | Add +10.5% |
| PGX Invesco Preferred ETF | 0.53% | 44,135 | $491K | Add +0.8% |
| CRM Salesforce Inc. | 0.52% | 1,779 | $485K | Add +6.0% |
| BIT BlackRock Multi-Sector Inc. | 0.52% | 33,133 | $484K | Reduce -3.3% |
| EA Electronic Arts Inc. | 0.52% | 3,009 | $481K | Reduce -11.9% |
| HYT BlackRock Corp. Hi YLD | 0.51% | 49,062 | $478K | Reduce -4.4% |
| JNJ Johnson & Johnson | 0.51% | 3,105 | $474K | New |
| ADBE Adobe Inc. | 0.51% | 1,217 | $471K | New |
| EW Edwards Lifesciences Corp. | 0.50% | 5,989 | $468K | Reduce -8.1% |
| EBAY eBay Inc. | 0.50% | 6,210 | $462K | New |
| PAYC Paycom Software Inc. | 0.49% | 1,949 | $451K | Reduce -16.4% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.46% | 13,190 | $430K | Reduce -21.2% |
| WDAY Workday Inc. Class A | 0.46% | 1,773 | $426K | New |
| ABBV Abbvie Inc. | 0.46% | 2,284 | $424K | New |
| MRK Merck & Co. Inc. | 0.45% | 5,271 | $417K | Add +15.1% |
| CSGP Costar Group Inc. | 0.44% | 5,141 | $413K | New |
| VRTX Vertex Pharmaceuticals Inc. | 0.43% | 893 | $398K | Reduce -22.1% |
| VCLT Vanguard Long-Term Corp. Bond | 0.40% | 4,914 | $373K | Reduce -3.0% |
| VGLT Vanguard Long-Term Treasury | 0.40% | 6,605 | $371K | Reduce -2.0% |
| NVDA Nvidia Corp. | 0.37% | 2,181 | $345K | New |
| BSCR Invesco Bulletshares 2027 CB | 0.35% | 16,760 | $329K | Reduce -5.5% |
| EWC iShares MSCI Canada ETF | 0.32% | 6,374 | $294K | New |
| ESML iShares ESG Aware MSCI USA S | 0.30% | 6,837 | $283K | New |
| BHK BlackRock Core Bond Trust | 0.26% | 24,824 | $241K | Reduce -1.9% |
| XMHIX Pioneer Muni High Inc. TR | 0.12% | 12,201 | $112K | Add +5.5% |
| EIM Eaton Vance Municipal Bond | 0.12% | 11,452 | $111K | Add +11.5% |
Portfolio Sells Q1 2025 → Q2 2025
| FLTR Vaneck Ig Floating Rate ETF | Sold out | 0.00% | −42.75 |
| AMGN Amgen Inc. | Sold out | 0.00% | −0.53 |
| PANW Palo Alto Networks Inc. | Sold out | 0.00% | −0.47 |
| MTB M & T Bank Corp. | Sold out | 0.00% | −0.44 |
| EXPE Expedia Group Inc. | Sold out | 0.00% | −0.44 |
| ABNB Airbnb Inc. Class A | Sold out | 0.00% | −0.41 |
| BIIB Biogen Inc. | Sold out | 0.00% | −0.40 |
| REGN Regeneron Pharmaceuticals | Sold out | 0.00% | −0.40 |
| ALGN Align Technology Inc. | Sold out | 0.00% | −0.33 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -22.1% | 0.43% | −0.10 |
| VICI Vici Properties Inc. | Reduce -21.2% | 0.46% | −0.06 |
| BHK BlackRock Core Bond Trust | Reduce -1.9% | 0.26% | −0.00 |
| PAYC Paycom Software Inc. | Reduce -16.4% | 0.49% | −0.00 |
| BSCR Invesco Bulletshares 2027 CB | Reduce -5.5% | 0.35% | +0.02 |
| VGLT Vanguard Long-Term Treasury | Reduce -2.0% | 0.40% | +0.03 |
| VCLT Vanguard Long-Term Corp. Bond | Reduce -3.0% | 0.40% | +0.03 |
| HYT BlackRock Corp. Hi YLD | Reduce -4.4% | 0.51% | +0.04 |
| EA Electronic Arts Inc. | Reduce -11.9% | 0.52% | +0.04 |
| BIT BlackRock Multi-Sector Inc. | Reduce -3.3% | 0.52% | +0.05 |
| EW Edwards Lifesciences Corp. | Reduce -8.1% | 0.50% | +0.05 |
| HYLS FT Tactical High Yield ETF | Reduce -4.6% | 0.62% | +0.05 |
| DSL Doubleline Income Solutions | Reduce -1.3% | 0.75% | +0.05 |
| BIV Vanguard Intermediate-Term B | Reduce -5.5% | 0.80% | +0.05 |
| VGIT Vanguard Intermediate-Term T | Reduce -5.4% | 0.99% | +0.06 |
| BOND PIMCO Active Bond Exchange-T | Reduce -1.8% | 1.09% | +0.10 |
| BKNG Booking Holdings Inc. | Reduce -6.1% | 0.57% | +0.14 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -1.2% | 1.41% | +0.15 |
| BND Vanguard Total Bond Market | Reduce -2.2% | 2.05% | +0.19 |
| VCIT Vanguard Int-Term Corporate | Reduce -2.5% | 1.98% | +0.20 |
| INTU Intuit Inc. | Reduce -2.2% | 0.68% | +0.20 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -1.3% | 1.77% | +0.21 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -2.4% | 2.50% | +0.44 |
Portfolio Buys Q1 2025 → Q2 2025
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +293.7% | 12.34% | +9.55 |
| SGOV iShares 0-3 Month Treasury B | New | 9.37% | +9.37 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +32.0% | 14.12% | +5.50 |
| QQQ Invesco QQQ Trust Series 1 | Add +33.3% | 5.66% | +2.45 |
| VTI VG Morningstar TS MKT ETF-US | Add +7.6% | 8.92% | +2.25 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +12.9% | 7.05% | +1.85 |
| EFA iShares MSCI Eafe ETF | New | 1.27% | +1.27 |
| IVW iShares S&P 500 Growth ETF | New | 1.17% | +1.17 |
| IJJ iShares S&P Mid-Cap 400 Valu | New | 1.15% | +1.15 |
| IJS iShares S&P Small-Cap 600 Va | New | 1.15% | +1.15 |
| EEM iShares MSCI Emerging Market | New | 1.06% | +1.06 |
| MSFT Microsoft Corp. | New | 0.78% | +0.78 |
| VOOV Vanguard S&P 500 Value ETF | Add +8.2% | 3.76% | +0.74 |
| SNPS Synopsys Inc. | New | 0.54% | +0.54 |
| JNJ Johnson & Johnson | New | 0.51% | +0.51 |
| ADBE Adobe Inc. | New | 0.51% | +0.51 |
| EBAY eBay Inc. | New | 0.50% | +0.50 |
| WDAY Workday Inc. Class A | New | 0.46% | +0.46 |
| ABBV Abbvie Inc. | New | 0.46% | +0.46 |
| CSGP Costar Group Inc. | New | 0.44% | +0.44 |
| NVDA Nvidia Corp. | New | 0.37% | +0.37 |
| USXF iShares ESG Advance MSCI USA | Add +27.8% | 0.90% | +0.36 |
| EWC iShares MSCI Canada ETF | New | 0.32% | +0.32 |
| ESML iShares ESG Aware MSCI USA S | New | 0.30% | +0.30 |
| META Meta Platforms Inc. Class A | Add +1.3% | 0.74% | +0.23 |
| SCHH Schwab US REIT ETF | Add +5.4% | 1.48% | +0.21 |
| BCI Abrdn Bloomberg All Commodit | Add +5.6% | 1.20% | +0.15 |
| INCY Incyte Corp. | Add +10.5% | 0.54% | +0.15 |
| RF Regions Financial Corp. | Add +8.7% | 0.57% | +0.14 |
| CRM Salesforce Inc. | Add +6.0% | 0.52% | +0.09 |
| PGX Invesco Preferred ETF | Add +0.8% | 0.53% | +0.06 |
| MRK Merck & Co. Inc. | Add +15.1% | 0.45% | +0.06 |
| PDI PIMCO Dynamic Income Fund | Add +1.6% | 0.56% | +0.05 |
| EIM Eaton Vance Municipal Bond | Add +11.5% | 0.12% | +0.02 |
| XMHIX Pioneer Muni High Inc. TR | Add +5.5% | 0.12% | +0.02 |
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 |