Ramiah Investment Group
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 28, 2026), Ramiah Investment Group reported 69 stock positions worth $115.3 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 19.2% of the portfolio, followed by VG Morningstar TS MKT ETF-US (VTI, 9.3%) and Invesco QQQ Trust Series 1 (QQQ, 7.5%). Compared with Q3 2025, it opened 13 new positions, sold out of 4, added to 27 and reduced 28. The biggest buy was a new position in iShares ESG Aware MSCI USA (ESGU) and the biggest sale SS SPDR BB 1-3M T-Bill ETF (BIL, shares −64%).
- Most Recent 13F
- Q2 2026
- Location
- BROOKFIELD, WI
- CIK
- 0001566307
- Portfolio Value
- $115.3M (Q4 2025)
- SEC Filing
- 0001566307-26-000002 ↗ filed Jan 28, 2026
Holdings Value
Holdings 69 stocks · $115.3M
| SPY SS SPDR S&P 500 ETF Trust-US | 19.21% | 32,479 | $22.1M | Reduce -1.3% |
| VTI VG Morningstar TS MKT ETF-US | 9.28% | 31,903 | $10.7M | Add +5.6% |
| QQQ Invesco QQQ Trust Series 1 | 7.50% | 14,066 | $8.6M | Reduce -2.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 6.79% | 30,355 | $7.8M | Add +7.4% |
| VOOV Vanguard S&P 500 Value ETF | 4.36% | 24,547 | $5.0M | Add +10.0% |
| VEU Vanguard Ftse All-World Ex-U | 3.89% | 61,007 | $4.5M | Add +8.4% |
| BND Vanguard Total Bond Market | 3.07% | 47,745 | $3.5M | Reduce -6.5% |
| EFA iShares MSCI Eafe ETF | 3.03% | 36,404 | $3.5M | Reduce -9.8% |
| IJS iShares S&P Small-Cap 600 Va | 2.80% | 28,363 | $3.2M | Reduce -11.2% |
| IVW iShares S&P 500 Growth ETF | 2.78% | 25,993 | $3.2M | Reduce -11.7% |
| IJJ iShares S&P Mid-Cap 400 Valu | 2.76% | 24,201 | $3.2M | Reduce -9.7% |
| EEM iShares MSCI Emerging Market | 2.72% | 57,392 | $3.1M | Reduce -13.4% |
| VCIT Vanguard Int-Term Corporate | 1.84% | 25,276 | $2.1M | Add +8.2% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 1.76% | 25,213 | $2.0M | Add +9.2% |
| SCHH Schwab US REIT ETF | 1.73% | 95,490 | $2.0M | Add +15.2% |
| ESGU iShares ESG Aware MSCI USA | 1.60% | 12,365 | $1.8M | New |
| VCSH Vanguard S/T Corp. Bond ETF | 1.31% | 18,995 | $1.5M | Add +4.1% |
| BCI Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 1.17% | 69,094 | $1.3M | Add +6.5% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 1.16% | 14,604 | $1.3M | Reduce -64.5% |
| SGOV iShares 0-3 Month Treasury B | 1.11% | 12,790 | $1.3M | Reduce -3.2% |
| VGIT Vanguard Intermediate-Term T | 1.07% | 20,572 | $1.2M | Add +25.2% |
| BOND PIMCO Active Bond Exchange-T | 1.03% | 12,792 | $1.2M | Add +12.1% |
| VSGX Vanguard ESG Intl Stock ETF | 0.80% | 12,934 | $926K | Add +24.3% |
| BIV Vanguard Intermediate-Term B | 0.61% | 9,005 | $701K | Reduce -3.9% |
| MSFT Microsoft Corp. | 0.59% | 1,414 | $684K | Add +7.0% |
| EWC iShares MSCI Canada ETF | 0.58% | 12,449 | $671K | Reduce -13.5% |
| DSL Doubleline Income Solutions | 0.58% | 59,344 | $669K | Add +6.6% |
| ADBE Adobe Inc. | 0.56% | 1,854 | $649K | Add +44.3% |
| HYLS FT Tactical High Yield ETF | 0.56% | 15,411 | $645K | Add +6.2% |
| JNJ Johnson & Johnson | 0.53% | 2,935 | $607K | Reduce -9.9% |
| BSCR Invesco Bulletshares 2027 CB | 0.50% | 29,477 | $582K | Add +76.2% |
| PDI PIMCO Dynamic Income Fund | 0.50% | 32,417 | $574K | Add +23.4% |
| BNDX Vanguard Total Intl Bond ETF | 0.48% | 11,489 | $555K | New |
| INCY Incyte Corp. | 0.47% | 5,474 | $541K | Reduce -16.0% |
| RF Regions Financial Corp. | 0.47% | 19,881 | $539K | Add +0.6% |
| MRK Merck & Co. Inc. | 0.47% | 5,111 | $538K | Reduce -7.4% |
| EA Electronic Arts Inc. | 0.44% | 2,471 | $505K | Reduce -19.8% |
| CRM Salesforce Inc. | 0.43% | 1,888 | $500K | Reduce -21.6% |
| META Meta Platforms Inc. Class A | 0.43% | 753 | $497K | Reduce -5.0% |
| EW Edwards Lifesciences Corp. | 0.43% | 5,830 | $497K | Reduce -3.0% |
| VCLT Vanguard Long-Term Corp. Bond | 0.42% | 6,442 | $489K | Add +34.4% |
| BKNG Booking Holdings Inc. | 0.41% | 89 | $477K | No change |
| VRTX Vertex Pharmaceuticals Inc. | 0.41% | 1,044 | $473K | Add +7.6% |
| PGX Invesco Preferred ETF | 0.41% | 41,588 | $467K | Reduce -1.9% |
| ABBV Abbvie Inc. | 0.40% | 2,031 | $464K | Reduce -13.6% |
| BKT BlackRock Income Trust | 0.40% | 41,364 | $457K | New |
| INTU Intuit Inc. | 0.39% | 686 | $454K | Reduce -1.3% |
| BIT BlackRock Multi-Sector Inc. | 0.39% | 34,650 | $453K | Reduce -0.1% |
| EBAY eBay Inc. | 0.39% | 5,127 | $447K | Reduce -11.7% |
| HYT BlackRock Corp. Hi YLD | 0.37% | 48,496 | $432K | Reduce -3.5% |
| SNPS Synopsys Inc. | 0.37% | 909 | $427K | Add +6.9% |
| NVDA Nvidia Corp. | 0.35% | 2,188 | $408K | Add +10.3% |
| AAPL Apple Inc. | 0.35% | 1,483 | $403K | New |
| WDAY Workday Inc. Class A | 0.35% | 1,877 | $403K | Reduce -4.0% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.35% | 14,283 | $402K | Add +3.8% |
| CSGP Costar Group Inc. | 0.32% | 5,462 | $367K | Add +2.0% |
| VGLT Vanguard Long-Term Treasury | 0.30% | 6,251 | $349K | Reduce -4.5% |
| PAYC Paycom Software Inc. | 0.29% | 2,120 | $338K | Add +5.2% |
| ESML iShares ESG Aware MSCI USA S | 0.29% | 7,161 | $329K | Add +24.1% |
| BHK BlackRock Core Bond Trust | 0.22% | 25,972 | $249K | Reduce -1.2% |
| BMY Bristol-Myers Squibb Co. | 0.20% | 4,210 | $227K | New |
| GOOGL Alphabet Inc. Class A | 0.19% | 689 | $216K | New |
| WDC Western Digital Corp. | 0.19% | 1,239 | $213K | New |
| LRCX Lam Research Corp. | 0.18% | 1,211 | $207K | New |
| MPLX MPLX LP | 0.18% | 3,867 | $206K | New |
| MO Altria Group Inc. | 0.17% | 3,496 | $202K | New |
| NUV Nuveen Municipal Value | 0.10% | 12,730 | $115K | New |
| MUA BlackRock Muniassets Fund | 0.09% | 10,052 | $108K | New |
| NMZ Nuveen Muni Hi Inc. Opport | 0.09% | 10,451 | $106K | New |
Portfolio Sells Q3 2025 → Q4 2025
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -64.5% | 1.16% | −2.18 |
| USXF iShares ESG Advance MSCI USA | Sold out | 0.00% | −1.28 |
| EEM iShares MSCI Emerging Market | Reduce -13.4% | 2.72% | −0.41 |
| IVW iShares S&P 500 Growth ETF | Reduce -11.7% | 2.78% | −0.37 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -11.2% | 2.80% | −0.33 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -9.7% | 2.76% | −0.32 |
| EFA iShares MSCI Eafe ETF | Reduce -9.8% | 3.03% | −0.30 |
| BND Vanguard Total Bond Market | Reduce -6.5% | 3.07% | −0.29 |
| V Visa Inc. Class A | Sold out | 0.00% | −0.22 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.3% | 19.21% | −0.20 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -2.4% | 7.50% | −0.16 |
| JBLU Jetblue Airways Corp. | Sold out | 0.00% | −0.13 |
| EA Electronic Arts Inc. | Reduce -19.8% | 0.44% | −0.11 |
| EIM Eaton Vance Municipal Bond | Sold out | 0.00% | −0.09 |
| META Meta Platforms Inc. Class A | Reduce -5.0% | 0.43% | −0.08 |
| EBAY eBay Inc. | Reduce -11.7% | 0.39% | −0.08 |
| ABBV Abbvie Inc. | Reduce -13.6% | 0.40% | −0.08 |
| CRM Salesforce Inc. | Reduce -21.6% | 0.43% | −0.07 |
| WDAY Workday Inc. Class A | Reduce -4.0% | 0.35% | −0.07 |
| SGOV iShares 0-3 Month Treasury B | Reduce -3.2% | 1.11% | −0.06 |
| EWC iShares MSCI Canada ETF | Reduce -13.5% | 0.58% | −0.06 |
| HYT BlackRock Corp. Hi YLD | Reduce -3.5% | 0.37% | −0.05 |
| BIV Vanguard Intermediate-Term B | Reduce -3.9% | 0.61% | −0.04 |
| PGX Invesco Preferred ETF | Reduce -1.9% | 0.41% | −0.03 |
| VGLT Vanguard Long-Term Treasury | Reduce -4.5% | 0.30% | −0.03 |
| INTU Intuit Inc. | Reduce -1.3% | 0.39% | −0.03 |
| INCY Incyte Corp. | Reduce -16.0% | 0.47% | −0.02 |
| BIT BlackRock Multi-Sector Inc. | Reduce -0.1% | 0.39% | −0.02 |
| BHK BlackRock Core Bond Trust | Reduce -1.2% | 0.22% | −0.02 |
| JNJ Johnson & Johnson | Reduce -9.9% | 0.53% | −0.01 |
| EW Edwards Lifesciences Corp. | Reduce -3.0% | 0.43% | +0.02 |
| MRK Merck & Co. Inc. | Reduce -7.4% | 0.47% | +0.06 |
Portfolio Buys Q3 2025 → Q4 2025
| ESGU iShares ESG Aware MSCI USA | New | 1.60% | +1.60 |
| VTI VG Morningstar TS MKT ETF-US | Add +5.6% | 9.28% | +0.50 |
| BNDX Vanguard Total Intl Bond ETF | New | 0.48% | +0.48 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +7.4% | 6.79% | +0.43 |
| VOOV Vanguard S&P 500 Value ETF | Add +10.0% | 4.36% | +0.42 |
| BKT BlackRock Income Trust | New | 0.40% | +0.40 |
| AAPL Apple Inc. | New | 0.35% | +0.35 |
| VEU Vanguard Ftse All-World Ex-U | Add +8.4% | 3.89% | +0.34 |
| BSCR Invesco Bulletshares 2027 CB | Add +76.2% | 0.50% | +0.21 |
| BMY Bristol-Myers Squibb Co. | New | 0.20% | +0.20 |
| VGIT Vanguard Intermediate-Term T | Add +25.2% | 1.07% | +0.20 |
| GOOGL Alphabet Inc. Class A | New | 0.19% | +0.19 |
| WDC Western Digital Corp. | New | 0.19% | +0.19 |
| LRCX Lam Research Corp. | New | 0.18% | +0.18 |
| MPLX MPLX LP | New | 0.18% | +0.18 |
| MO Altria Group Inc. | New | 0.17% | +0.17 |
| VSGX Vanguard ESG Intl Stock ETF | Add +24.3% | 0.80% | +0.16 |
| ADBE Adobe Inc. | Add +44.3% | 0.56% | +0.16 |
| SCHH Schwab US REIT ETF | Add +15.2% | 1.73% | +0.15 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +9.2% | 1.76% | +0.10 |
| NUV Nuveen Municipal Value | New | 0.10% | +0.10 |
| VCIT Vanguard Int-Term Corporate | Add +8.2% | 1.84% | +0.10 |
| VCLT Vanguard Long-Term Corp. Bond | Add +34.4% | 0.42% | +0.09 |
| MUA BlackRock Muniassets Fund | New | 0.09% | +0.09 |
| NMZ Nuveen Muni Hi Inc. Opport | New | 0.09% | +0.09 |
| BOND PIMCO Active Bond Exchange-T | Add +12.1% | 1.03% | +0.09 |
| VRTX Vertex Pharmaceuticals Inc. | Add +7.6% | 0.41% | +0.07 |
| ESML iShares ESG Aware MSCI USA S | Add +24.1% | 0.29% | +0.06 |
| PDI PIMCO Dynamic Income Fund | Add +23.4% | 0.50% | +0.04 |
| NVDA Nvidia Corp. | Add +10.3% | 0.35% | +0.03 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +4.1% | 1.31% | +0.02 |
| HYLS FT Tactical High Yield ETF | Add +6.2% | 0.56% | +0.02 |
| RF Regions Financial Corp. | Add +0.6% | 0.47% | +0.01 |
| SNPS Synopsys Inc. | Add +6.9% | 0.37% | −0.00 |
| MSFT Microsoft Corp. | Add +7.0% | 0.59% | −0.01 |
| DSL Doubleline Income Solutions | Add +6.6% | 0.58% | −0.03 |
| VICI Vici Properties Inc. | Add +3.8% | 0.35% | −0.05 |
| BCI Abrdn Bloomberg All Commodit | Add +6.5% | 1.17% | −0.07 |
| PAYC Paycom Software Inc. | Add +5.2% | 0.29% | −0.08 |
| CSGP Costar Group Inc. | Add +2.0% | 0.32% | −0.08 |
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 |