Ramiah Investment Group
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 21, 2026), Ramiah Investment Group reported 67 stock positions worth $114.4 million. Its top holding was SS SPDR BB 1-3M T-Bill ETF (BIL) at 20.0% of the portfolio, followed by Invesco S&P 500 Equal Weight (RSP, 12.6%) and VG Morningstar TS MKT ETF-US (VTI, 9.6%). Compared with Q4 2025, it opened 3 new positions, sold out of 5, added to 24 and reduced 40. The biggest buy was SS SPDR BB 1-3M T-Bill ETF (BIL, shares +1610%) and the biggest sale SS SPDR S&P 500 ETF Trust-US (SPY, shares −96%).
- Most Recent 13F
- Q2 2026
- Location
- BROOKFIELD, WI
- CIK
- 0001566307
- Portfolio Value
- $114.4M (Q1 2026)
- SEC Filing
- 0001566307-26-000003 ↗ filed Apr 21, 2026
Holdings Value
Holdings 67 stocks · $114.4M
| BIL SS SPDR BB 1-3M T-Bill ETF | 19.99% | 249,660 | $22.9M | Add +1609.5% |
| RSP Invesco S&P 500 Equal Weight | 12.63% | 75,293 | $14.5M | New |
| VTI VG Morningstar TS MKT ETF-US | 9.61% | 34,283 | $11.0M | Add +7.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 7.23% | 31,598 | $8.3M | Add +4.1% |
| QQQE Dirx Nasdaq-100EQ Wi ETF-Usd | 5.60% | 65,072 | $6.4M | New |
| VOOV Vanguard S&P 500 Value ETF | 4.61% | 25,895 | $5.3M | Add +5.5% |
| VEU Vanguard Ftse All-World Ex-U | 4.19% | 63,873 | $4.8M | Add +4.7% |
| BND Vanguard Total Bond Market | 3.03% | 47,084 | $3.5M | Reduce -1.4% |
| SCHH Schwab US REIT ETF | 1.94% | 103,511 | $2.2M | Add +8.4% |
| VCIT Vanguard Int-Term Corporate | 1.84% | 25,390 | $2.1M | Add +0.5% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 1.75% | 25,237 | $2.0M | Add +0.1% |
| BCI Abrdn Bloomberg All Commodit filed as ABRDN ETFS | 1.61% | 75,754 | $1.8M | Add +9.6% |
| ESGU iShares ESG Aware MSCI USA | 1.42% | 11,526 | $1.6M | Reduce -6.8% |
| VCSH Vanguard S/T Corp. Bond ETF | 1.33% | 19,244 | $1.5M | Add +1.3% |
| VGIT Vanguard Intermediate-Term T | 1.06% | 20,322 | $1.2M | Reduce -1.2% |
| BOND PIMCO Active Bond Exchange-T | 1.02% | 12,633 | $1.2M | Reduce -1.2% |
| SGOV iShares 0-3 Month Treasury B | 0.98% | 11,089 | $1.1M | Reduce -13.3% |
| EFA iShares MSCI Eafe ETF | 0.92% | 10,855 | $1.1M | Reduce -70.2% |
| IJJ iShares S&P Mid-Cap 400 Valu | 0.89% | 7,645 | $1.0M | Reduce -68.4% |
| IJS iShares S&P Small-Cap 600 Va | 0.88% | 8,521 | $1.0M | Reduce -70.0% |
| VSGX Vanguard ESG Intl Stock ETF | 0.72% | 11,500 | $825K | Reduce -11.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.65% | 1,146 | $745K | Reduce -96.5% |
| BIV Vanguard Intermediate-Term B | 0.58% | 8,666 | $669K | Reduce -3.8% |
| IVW iShares S&P 500 Growth ETF | 0.55% | 5,527 | $625K | Reduce -78.7% |
| DSL Doubleline Income Solutions | 0.54% | 57,552 | $623K | Reduce -3.0% |
| HYLS FT Tactical High Yield ETF | 0.54% | 15,124 | $614K | Reduce -1.9% |
| EEM iShares MSCI Emerging Market | 0.54% | 10,803 | $614K | Reduce -81.2% |
| CRM Salesforce Inc. | 0.51% | 3,140 | $586K | Add +66.3% |
| BSCR Invesco Bulletshares 2027 CB | 0.48% | 28,184 | $553K | Reduce -4.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.48% | 945 | $545K | Reduce -93.3% |
| BNDX Vanguard Total Intl Bond ETF | 0.47% | 11,207 | $538K | Reduce -2.5% |
| MSFT Microsoft Corp. | 0.47% | 1,445 | $535K | Add +2.2% |
| PDI PIMCO Dynamic Income Fund | 0.46% | 31,020 | $531K | Reduce -4.3% |
| JNJ Johnson & Johnson | 0.41% | 1,928 | $471K | Reduce -34.3% |
| VCLT Vanguard Long-Term Corp. Bond | 0.41% | 6,266 | $468K | Reduce -2.7% |
| MRK Merck & Co. Inc. | 0.40% | 3,824 | $460K | Reduce -25.2% |
| META Meta Platforms Inc. Class A | 0.40% | 802 | $459K | Add +6.5% |
| PGX Invesco Preferred ETF | 0.38% | 40,002 | $435K | Reduce -3.8% |
| VRTX Vertex Pharmaceuticals Inc. | 0.38% | 969 | $433K | Reduce -7.2% |
| HYT BlackRock Corp. Hi YLD | 0.38% | 50,495 | $430K | Add +4.1% |
| EA Electronic Arts Inc. | 0.38% | 2,110 | $430K | Reduce -14.6% |
| ABBV Abbvie Inc. | 0.37% | 1,968 | $428K | Reduce -3.1% |
| BKT BlackRock Income Trust | 0.37% | 40,321 | $426K | Reduce -2.5% |
| BIT BlackRock Multi-Sector Inc. | 0.37% | 33,966 | $425K | Reduce -2.0% |
| NVDA Nvidia Corp. | 0.37% | 2,415 | $421K | Add +10.4% |
| EBAY eBay Inc. | 0.36% | 4,590 | $418K | Reduce -10.5% |
| EW Edwards Lifesciences Corp. | 0.36% | 5,194 | $416K | Reduce -10.9% |
| VICI Vici Properties Inc. filed as VICI PPTYS INC | 0.36% | 15,016 | $410K | Add +5.1% |
| AAPL Apple Inc. | 0.35% | 1,591 | $404K | Add +7.3% |
| RF Regions Financial Corp. | 0.34% | 14,815 | $387K | Reduce -25.5% |
| INCY Incyte Corp. | 0.34% | 4,089 | $385K | Reduce -25.3% |
| ADBE Adobe Inc. | 0.32% | 1,518 | $369K | Reduce -18.1% |
| INTU Intuit Inc. | 0.32% | 852 | $368K | Add +24.2% |
| PAYC Paycom Software Inc. | 0.31% | 2,909 | $354K | Add +37.2% |
| BKNG Booking Holdings Inc. | 0.31% | 83 | $349K | Reduce -6.7% |
| SNPS Synopsys Inc. | 0.30% | 880 | $349K | Reduce -3.2% |
| VGLT Vanguard Long-Term Treasury | 0.29% | 5,972 | $331K | Reduce -4.5% |
| WDAY Workday Inc. Class A | 0.27% | 2,356 | $306K | Add +25.5% |
| CSGP Costar Group Inc. | 0.25% | 7,217 | $291K | Add +32.1% |
| ESML iShares ESG Aware MSCI USA S | 0.25% | 6,130 | $288K | Reduce -14.4% |
| BMY Bristol-Myers Squibb Co. | 0.21% | 4,008 | $243K | Reduce -4.8% |
| MO Altria Group Inc. | 0.21% | 3,595 | $237K | Add +2.8% |
| BHK BlackRock Core Bond Trust | 0.20% | 25,280 | $232K | Reduce -2.7% |
| EXEL Exelixis Inc. | 0.20% | 5,238 | $225K | New |
| NMZ Nuveen Muni Hi Inc. Opport | 0.10% | 11,028 | $114K | Add +5.5% |
| MUA BlackRock Muniassets Fund | 0.10% | 10,623 | $113K | Add +5.7% |
| NUV Nuveen Municipal Value | 0.10% | 12,477 | $112K | Reduce -2.0% |
Portfolio Sells Q4 2025 → Q1 2026
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -96.5% | 0.65% | −18.56 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -93.3% | 0.48% | −7.02 |
| IVW iShares S&P 500 Growth ETF | Reduce -78.7% | 0.55% | −2.23 |
| EEM iShares MSCI Emerging Market | Reduce -81.2% | 0.54% | −2.19 |
| EFA iShares MSCI Eafe ETF | Reduce -70.2% | 0.92% | −2.11 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -70.0% | 0.88% | −1.92 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -68.4% | 0.89% | −1.88 |
| EWC iShares MSCI Canada ETF | Sold out | 0.00% | −0.58 |
| ADBE Adobe Inc. | Reduce -18.1% | 0.32% | −0.24 |
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −0.19 |
| WDC Western Digital Corp. | Sold out | 0.00% | −0.19 |
| LRCX Lam Research Corp. | Sold out | 0.00% | −0.18 |
| MPLX MPLX LP | Sold out | 0.00% | −0.18 |
| ESGU iShares ESG Aware MSCI USA | Reduce -6.8% | 1.42% | −0.17 |
| SGOV iShares 0-3 Month Treasury B | Reduce -13.3% | 0.98% | −0.14 |
| INCY Incyte Corp. | Reduce -25.3% | 0.34% | −0.13 |
| RF Regions Financial Corp. | Reduce -25.5% | 0.34% | −0.13 |
| JNJ Johnson & Johnson | Reduce -34.3% | 0.41% | −0.12 |
| BKNG Booking Holdings Inc. | Reduce -6.7% | 0.31% | −0.11 |
| VSGX Vanguard ESG Intl Stock ETF | Reduce -11.1% | 0.72% | −0.08 |
| EW Edwards Lifesciences Corp. | Reduce -10.9% | 0.36% | −0.07 |
| SNPS Synopsys Inc. | Reduce -3.2% | 0.30% | −0.07 |
| MRK Merck & Co. Inc. | Reduce -25.2% | 0.40% | −0.06 |
| EA Electronic Arts Inc. | Reduce -14.6% | 0.38% | −0.06 |
| BND Vanguard Total Bond Market | Reduce -1.4% | 3.03% | −0.04 |
| DSL Doubleline Income Solutions | Reduce -3.0% | 0.54% | −0.04 |
| PDI PIMCO Dynamic Income Fund | Reduce -4.3% | 0.46% | −0.03 |
| ESML iShares ESG Aware MSCI USA S | Reduce -14.4% | 0.25% | −0.03 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -7.2% | 0.38% | −0.03 |
| ABBV Abbvie Inc. | Reduce -3.1% | 0.37% | −0.03 |
| PGX Invesco Preferred ETF | Reduce -3.8% | 0.38% | −0.03 |
| BIV Vanguard Intermediate-Term B | Reduce -3.8% | 0.58% | −0.02 |
| BKT BlackRock Income Trust | Reduce -2.5% | 0.37% | −0.02 |
| HYLS FT Tactical High Yield ETF | Reduce -1.9% | 0.54% | −0.02 |
| EBAY eBay Inc. | Reduce -10.5% | 0.36% | −0.02 |
| BSCR Invesco Bulletshares 2027 CB | Reduce -4.4% | 0.48% | −0.02 |
| BIT BlackRock Multi-Sector Inc. | Reduce -2.0% | 0.37% | −0.02 |
| VCLT Vanguard Long-Term Corp. Bond | Reduce -2.7% | 0.41% | −0.01 |
| BOND PIMCO Active Bond Exchange-T | Reduce -1.2% | 1.02% | −0.01 |
| BHK BlackRock Core Bond Trust | Reduce -2.7% | 0.20% | −0.01 |
| VGLT Vanguard Long-Term Treasury | Reduce -4.5% | 0.29% | −0.01 |
| VGIT Vanguard Intermediate-Term T | Reduce -1.2% | 1.06% | −0.01 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -2.5% | 0.47% | −0.01 |
| NUV Nuveen Municipal Value | Reduce -2.0% | 0.10% | −0.00 |
| BMY Bristol-Myers Squibb Co. | Reduce -4.8% | 0.21% | +0.02 |
Portfolio Buys Q4 2025 → Q1 2026
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +1609.5% | 19.99% | +18.83 |
| RSP Invesco S&P 500 Equal Weight | New | 12.63% | +12.63 |
| QQQE Dirx Nasdaq-100EQ Wi ETF-Usd | New | 5.60% | +5.60 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +4.1% | 7.23% | +0.44 |
| BCI Abrdn Bloomberg All Commodit | Add +9.6% | 1.61% | +0.44 |
| VTI VG Morningstar TS MKT ETF-US | Add +7.5% | 9.61% | +0.33 |
| VEU Vanguard Ftse All-World Ex-U | Add +4.7% | 4.19% | +0.30 |
| VOOV Vanguard S&P 500 Value ETF | Add +5.5% | 4.61% | +0.25 |
| SCHH Schwab US REIT ETF | Add +8.4% | 1.94% | +0.21 |
| EXEL Exelixis Inc. | New | 0.20% | +0.20 |
| CRM Salesforce Inc. | Add +66.3% | 0.51% | +0.08 |
| MO Altria Group Inc. | Add +2.8% | 0.21% | +0.03 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +1.3% | 1.33% | +0.02 |
| PAYC Paycom Software Inc. | Add +37.2% | 0.31% | +0.02 |
| NVDA Nvidia Corp. | Add +10.4% | 0.37% | +0.01 |
| VICI Vici Properties Inc. | Add +5.1% | 0.36% | +0.01 |
| NMZ Nuveen Muni Hi Inc. Opport | Add +5.5% | 0.10% | +0.01 |
| MUA BlackRock Muniassets Fund | Add +5.7% | 0.10% | +0.01 |
| AAPL Apple Inc. | Add +7.3% | 0.35% | +0.00 |
| HYT BlackRock Corp. Hi YLD | Add +4.1% | 0.38% | +0.00 |
| VCIT Vanguard Int-Term Corporate | Add +0.5% | 1.84% | −0.00 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Add +0.1% | 1.75% | −0.01 |
| META Meta Platforms Inc. Class A | Add +6.5% | 0.40% | −0.03 |
| CSGP Costar Group Inc. | Add +32.1% | 0.25% | −0.06 |
| INTU Intuit Inc. | Add +24.2% | 0.32% | −0.07 |
| WDAY Workday Inc. Class A | Add +25.5% | 0.27% | −0.08 |
| MSFT Microsoft Corp. | Add +2.2% | 0.47% | −0.13 |
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 |