Ramiah Investment Group
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 23, 2025), Ramiah Investment Group reported 60 stock positions worth $112.9 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 19.4% of the portfolio, followed by VG Morningstar TS MKT ETF-US (VTI, 8.8%) and Invesco QQQ Trust Series 1 (QQQ, 7.7%). Compared with Q2 2025, it opened 3 new positions, sold out of 1, added to 37 and reduced 20. The biggest buy was SS SPDR S&P 500 ETF Trust-US (SPY, shares +55%) and the biggest sale SS SPDR BB 1-3M T-Bill ETF (BIL, shares −67%).
- Most Recent 13F
- Q2 2026
- Location
- BROOKFIELD, WI
- CIK
- 0001566307
- Portfolio Value
- $112.9M (Q3 2025)
- SEC Filing
- 0001566307-25-000017 ↗ filed Oct 23, 2025
Holdings Value
Holdings 60 stocks · $112.9M
| SPY SS SPDR S&P 500 ETF Trust-US | 19.41% | 32,908 | $21.9M | Add +55.0% |
| VTI VG Morningstar TS MKT ETF-US | 8.78% | 30,220 | $9.9M | Add +10.8% |
| QQQ Invesco QQQ Trust Series 1 | 7.66% | 14,407 | $8.6M | Add +51.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 6.37% | 28,274 | $7.2M | Add +2.4% |
| VOOV Vanguard S&P 500 Value ETF | 3.94% | 22,311 | $4.5M | Add +20.6% |
| VEU Vanguard Ftse All-World Ex-U | 3.56% | 56,251 | $4.0M | Add +62.6% |
| BND Vanguard Total Bond Market | 3.36% | 51,042 | $3.8M | Add +97.6% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 3.34% | 41,112 | $3.8M | Reduce -67.1% |
| EFA iShares MSCI Eafe ETF | 3.34% | 40,340 | $3.8M | Add +205.9% |
| IVW iShares S&P 500 Growth ETF | 3.15% | 29,448 | $3.6M | Add +199.2% |
| EEM iShares MSCI Emerging Market | 3.13% | 66,274 | $3.5M | Add +225.2% |
| IJS iShares S&P Small-Cap 600 Va | 3.13% | 31,934 | $3.5M | Add +196.8% |
| IJJ iShares S&P Mid-Cap 400 Valu | 3.08% | 26,798 | $3.5M | Add +209.1% |
| VCIT Vanguard Int-Term Corporate | 1.74% | 23,354 | $2.0M | Add +5.3% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 1.66% | 23,097 | $1.9M | Add +13.6% |
| SCHH Schwab US REIT ETF | 1.58% | 82,924 | $1.8M | Add +27.5% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.29% | 18,240 | $1.5M | Add +10.9% |
| USXF iShares ESG Advance MSCI USA | 1.28% | 25,205 | $1.4M | Add +62.3% |
| BCI Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 1.24% | 64,895 | $1.4M | Add +21.0% |
| SGOV iShares 0-3 Month Treasury B | 1.18% | 13,216 | $1.3M | Reduce -84.7% |
| BOND PIMCO Active Bond Exchange-T | 0.94% | 11,415 | $1.1M | Add +4.1% |
| VGIT Vanguard Intermediate-Term T | 0.87% | 16,428 | $986K | Add +7.2% |
| BIV Vanguard Intermediate-Term B | 0.65% | 9,367 | $731K | Reduce -2.1% |
| EWC iShares MSCI Canada ETF | 0.64% | 14,393 | $728K | Add +125.8% |
| VSGX Vanguard ESG Intl Stock ETF | 0.64% | 10,405 | $722K | New |
| MSFT Microsoft Corp. | 0.61% | 1,322 | $685K | Reduce -9.4% |
| DSL Doubleline Income Solutions | 0.61% | 55,684 | $684K | Reduce -2.6% |
| EA Electronic Arts Inc. | 0.55% | 3,080 | $621K | Add +2.4% |
| HYLS FT Tactical High Yield ETF | 0.54% | 14,509 | $610K | Add +4.6% |
| JNJ Johnson & Johnson | 0.53% | 3,257 | $604K | Add +4.9% |
| META Meta Platforms Inc. Class A | 0.52% | 793 | $582K | Reduce -15.3% |
| CRM Salesforce Inc. | 0.51% | 2,407 | $570K | Add +35.3% |
| INCY Incyte Corp. | 0.49% | 6,515 | $553K | Reduce -12.1% |
| ABBV Abbvie Inc. | 0.48% | 2,351 | $544K | Add +2.9% |
| EBAY eBay Inc. | 0.47% | 5,805 | $528K | Reduce -6.5% |
| RF Regions Financial Corp. | 0.46% | 19,773 | $521K | Reduce -12.1% |
| PDI PIMCO Dynamic Income Fund | 0.46% | 26,266 | $520K | Reduce -4.6% |
| PGX Invesco Preferred ETF | 0.44% | 42,415 | $492K | Reduce -3.9% |
| BKNG Booking Holdings Inc. | 0.43% | 89 | $481K | Reduce -3.3% |
| HYT BlackRock Corp. Hi YLD | 0.42% | 50,248 | $477K | Add +2.4% |
| INTU Intuit Inc. | 0.42% | 695 | $475K | Reduce -13.7% |
| WDAY Workday Inc. Class A | 0.42% | 1,955 | $471K | Add +10.3% |
| EW Edwards Lifesciences Corp. | 0.41% | 6,009 | $467K | Add +0.3% |
| BIT BlackRock Multi-Sector Inc. | 0.41% | 34,674 | $464K | Add +4.7% |
| MRK Merck & Co. Inc. | 0.41% | 5,517 | $463K | Add +4.7% |
| ADBE Adobe Inc. | 0.40% | 1,285 | $453K | Add +5.6% |
| CSGP Costar Group Inc. | 0.40% | 5,357 | $452K | Add +4.2% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.40% | 13,759 | $449K | Add +4.3% |
| PAYC Paycom Software Inc. | 0.37% | 2,015 | $419K | Add +3.4% |
| SNPS Synopsys Inc. | 0.37% | 850 | $419K | Reduce -13.8% |
| VRTX Vertex Pharmaceuticals Inc. | 0.34% | 970 | $380K | Add +8.6% |
| VCLT Vanguard Long-Term Corp. Bond | 0.33% | 4,793 | $372K | Reduce -2.5% |
| VGLT Vanguard Long-Term Treasury | 0.33% | 6,544 | $372K | Reduce -0.9% |
| NVDA Nvidia Corp. | 0.33% | 1,984 | $370K | Reduce -9.0% |
| BSCR Invesco Bulletshares 2027 CB | 0.29% | 16,729 | $330K | Reduce -0.2% |
| BHK BlackRock Core Bond Trust | 0.23% | 26,276 | $261K | Add +5.8% |
| ESML iShares ESG Aware MSCI USA S | 0.23% | 5,768 | $260K | Reduce -15.6% |
| V Visa Inc. Class A | 0.22% | 722 | $246K | New |
| JBLU Jetblue Airways Corp. | 0.13% | 30,911 | $152K | New |
| EIM Eaton Vance Municipal Bond | 0.09% | 10,057 | $100K | Reduce -12.2% |
Portfolio Sells Q2 2025 → Q3 2025
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -67.1% | 3.34% | −9.00 |
| SGOV iShares 0-3 Month Treasury B | Reduce -84.7% | 1.18% | −8.19 |
| INTU Intuit Inc. | Reduce -13.7% | 0.42% | −0.26 |
| META Meta Platforms Inc. Class A | Reduce -15.3% | 0.52% | −0.23 |
| MSFT Microsoft Corp. | Reduce -9.4% | 0.61% | −0.18 |
| SNPS Synopsys Inc. | Reduce -13.8% | 0.37% | −0.17 |
| BIV Vanguard Intermediate-Term B | Reduce -2.1% | 0.65% | −0.15 |
| BKNG Booking Holdings Inc. | Reduce -3.3% | 0.43% | −0.15 |
| DSL Doubleline Income Solutions | Reduce -2.6% | 0.61% | −0.15 |
| XMHIX Pioneer Muni High Inc. TR | Sold out | 0.00% | −0.12 |
| RF Regions Financial Corp. | Reduce -12.1% | 0.46% | −0.11 |
| PDI PIMCO Dynamic Income Fund | Reduce -4.6% | 0.46% | −0.10 |
| PGX Invesco Preferred ETF | Reduce -3.9% | 0.44% | −0.09 |
| ESML iShares ESG Aware MSCI USA S | Reduce -15.6% | 0.23% | −0.07 |
| VCLT Vanguard Long-Term Corp. Bond | Reduce -2.5% | 0.33% | −0.07 |
| VGLT Vanguard Long-Term Treasury | Reduce -0.9% | 0.33% | −0.07 |
| BSCR Invesco Bulletshares 2027 CB | Reduce -0.2% | 0.29% | −0.06 |
| INCY Incyte Corp. | Reduce -12.1% | 0.49% | −0.05 |
| NVDA Nvidia Corp. | Reduce -9.0% | 0.33% | −0.04 |
| EIM Eaton Vance Municipal Bond | Reduce -12.2% | 0.09% | −0.03 |
| EBAY eBay Inc. | Reduce -6.5% | 0.47% | −0.03 |
Portfolio Buys Q2 2025 → Q3 2025
| SPY SS SPDR S&P 500 ETF Trust-US | Add +55.0% | 19.41% | +5.29 |
| EEM iShares MSCI Emerging Market | Add +225.2% | 3.13% | +2.08 |
| EFA iShares MSCI Eafe ETF | Add +205.9% | 3.34% | +2.07 |
| QQQ Invesco QQQ Trust Series 1 | Add +51.0% | 7.66% | +2.00 |
| IVW iShares S&P 500 Growth ETF | Add +199.2% | 3.15% | +1.98 |
| IJS iShares S&P Small-Cap 600 Va | Add +196.8% | 3.13% | +1.98 |
| IJJ iShares S&P Mid-Cap 400 Valu | Add +209.1% | 3.08% | +1.93 |
| BND Vanguard Total Bond Market | Add +97.6% | 3.36% | +1.31 |
| VEU Vanguard Ftse All-World Ex-U | Add +62.6% | 3.56% | +1.05 |
| VSGX Vanguard ESG Intl Stock ETF | New | 0.64% | +0.64 |
| USXF iShares ESG Advance MSCI USA | Add +62.3% | 1.28% | +0.38 |
| EWC iShares MSCI Canada ETF | Add +125.8% | 0.64% | +0.33 |
| V Visa Inc. Class A | New | 0.22% | +0.22 |
| VOOV Vanguard S&P 500 Value ETF | Add +20.6% | 3.94% | +0.18 |
| JBLU Jetblue Airways Corp. | New | 0.13% | +0.13 |
| SCHH Schwab US REIT ETF | Add +27.5% | 1.58% | +0.10 |
| BCI Abrdn Bloomberg All Commodit | Add +21.0% | 1.24% | +0.04 |
| EA Electronic Arts Inc. | Add +2.4% | 0.55% | +0.03 |
| ABBV Abbvie Inc. | Add +2.9% | 0.48% | +0.03 |
| JNJ Johnson & Johnson | Add +4.9% | 0.53% | +0.02 |
| CRM Salesforce Inc. | Add +35.3% | 0.51% | −0.02 |
| BHK BlackRock Core Bond Trust | Add +5.8% | 0.23% | −0.03 |
| MRK Merck & Co. Inc. | Add +4.7% | 0.41% | −0.04 |
| WDAY Workday Inc. Class A | Add +10.3% | 0.42% | −0.04 |
| CSGP Costar Group Inc. | Add +4.2% | 0.40% | −0.04 |
| VICI Vici Properties Inc. | Add +4.3% | 0.40% | −0.07 |
| HYLS FT Tactical High Yield ETF | Add +4.6% | 0.54% | −0.08 |
| EW Edwards Lifesciences Corp. | Add +0.3% | 0.41% | −0.09 |
| VRTX Vertex Pharmaceuticals Inc. | Add +8.6% | 0.34% | −0.09 |
| HYT BlackRock Corp. Hi YLD | Add +2.4% | 0.42% | −0.09 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +13.6% | 1.66% | −0.10 |
| ADBE Adobe Inc. | Add +5.6% | 0.40% | −0.11 |
| BIT BlackRock Multi-Sector Inc. | Add +4.7% | 0.41% | −0.11 |
| VGIT Vanguard Intermediate-Term T | Add +7.2% | 0.87% | −0.11 |
| PAYC Paycom Software Inc. | Add +3.4% | 0.37% | −0.11 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +10.9% | 1.29% | −0.12 |
| VTI VG Morningstar TS MKT ETF-US | Add +10.8% | 8.78% | −0.14 |
| BOND PIMCO Active Bond Exchange-T | Add +4.1% | 0.94% | −0.14 |
| VCIT Vanguard Int-Term Corporate | Add +5.3% | 1.74% | −0.24 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +2.4% | 6.37% | −0.68 |
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 |