Q2 2026 13F · SEC CIK 1566307

Ramiah Investment Group

Wealth managerFiled 2026-07-16 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $131.0M
Reported positions: 79
Holdings vs S&P 500, 3 yrs: —
Assets under management: $283.3M

Ramiah Investment Group is a wealth manager that reported 79 positions worth $131.0M in its Q2 2026 13F, filed 2026-07-16. Its largest holdings were Spdr S&p 500 ETF Tr (SPY, 16.7%), Vanguard Index Fds (VTI, 10.2%), Invesco Qqq Tr (QQQ, 7.9%).

Ramiah Investment Group holdings largest 50 of 79 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Ramiah Investment Group 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SPYSpdr S&p 500 ETF Tr	16.7%	New	29,347	—	$21.9M
VTIVanguard Index Fds	10.2%	11.1%	36,185	+5.5%	$13.4M
QQQInvesco Qqq Tr	7.9%	New	14,066	—	$10.4M
VBVanguard Indx Fd	7.5%	8.3%	32,379	+2.5%	$9.8M
VOOVVanguard S&P 500 Value ETF Total	4.6%	5.3%	27,751	+7.2%	$6.1M
VEUVanguard FTSE All	4.3%	4.8%	67,798	+6.1%	$5.7M
BNDVanguard Total Bond Market ETF	3.2%	3.5%	57,070	+21.2%	$4.2M
IJSIShares S&P Small Cap 600 Value	2.6%	New	25,120	—	$3.4M
EEMIshares	2.3%	0.6%	43,763	+305.1%	$3.0M
EFAiShs MSCI EAFE	2.2%	1.1%	28,099	+158.9%	$2.9M
SCHHSchwab Strategic Tr	1.9%	2.2%	104,328	+0.8%	$2.5M
PSIInvesco Exchange Traded Fd T	1.8%	New	12,639	—	$2.4M
SOXXIshares Semiconductor ETF	1.8%	New	3,640	—	$2.3M
VCITVanguard Scottsdale Fds	1.7%	2.1%	27,502	+8.3%	$2.3M
HYGIshares Trust	1.6%	2.0%	27,000	+7.0%	$2.2M
SPHBInvesco Exch Traded Fd Tr II	1.6%	New	13,747	—	$2.1M
ESGUIshares Msci Usa Esg	1.6%	1.6%	12,607	+9.4%	$2.1M
DRAMRoundhill ETF Trust	1.5%	New	26,321	—	$1.9M
BILSPDR Brcy1-3 Ser	1.4%	23.0%	20,328	-91.9%	$1.9M
VCSHVanguard Scottsdale Fds	1.3%	1.5%	21,140	+9.9%	$1.7M
BCIAbrdn Etfs	1.2%	1.9%	72,946	-3.7%	$1.6M
IJJiShares S&P Midcap 400 Value	1.2%	New	10,374	—	$1.5M
IVWIshares	1.1%	New	10,626	—	$1.5M
VGITVanguard Intermediate Treasury ETF	1.0%	1.2%	21,623	+6.4%	$1.3M
BONDPimco ETF Tr	0.9%	1.2%	13,386	+6.0%	$1.2M
SGOViShares 0-3 Month Treasury Bon	0.9%	1.1%	11,142	+0.5%	$1.1M
VSGXVanguard ESG International Stoc	0.8%	0.8%	12,615	+9.7%	$1.0M
BIVVanguard Bd Index Fds	0.5%	New	8,711	—	$668K
DSLDoubleline Income Solutions	0.5%	0.6%	57,562	+0.0%	$637K
HYLSFirst Tr Exchange-Traded Fd	0.5%	0.6%	14,910	-1.4%	$606K
EWCiShares MSCI Canada	0.5%	New	10,334	—	$596K
PDIPimco Dynamic Income Fd Shs	0.4%	0.5%	33,320	+7.4%	$556K
BSCRInvesco Exch Trd Slf Idx Fd	0.4%	0.6%	28,015	-0.6%	$550K
MRKMerck & Co. Inc	0.4%	New	4,246	—	$546K
BNDXVanguard Charlotte Fds	0.4%	0.5%	11,126	-0.7%	$539K
AMGNAmgen Inc Com	0.4%	New	1,454	—	$527K
GSGoldman Sachs Group Inc	0.4%	New	515	—	$521K
AAPLApple Inc	0.4%	New	1,798	—	$520K
ABBVAbbvie Inc	0.4%	New	1,865	—	$469K
NVDANvidia Corporation Com	0.4%	New	2,342	—	$469K
VCLTVanguard Scottsdale Fds	0.4%	New	6,189	—	$466K
JPMJpmorgan Chase & Co	0.4%	New	1,411	—	$462K
BIIBBiogen Inc	0.3%	New	2,085	—	$450K
BKTBlackRock Income Trust	0.3%	0.4%	41,602	+3.2%	$446K
PGXInvesco Exch Traded Fd Tr II	0.3%	0.4%	40,668	+1.7%	$441K
HYTBlackrock Corpor Hi Yld Fd I	0.3%	0.4%	50,911	+0.8%	$436K
BITBlackrock Multi Sector Inc T	0.3%	0.4%	34,588	+1.8%	$433K
METAMeta Platforms Inc Class A	0.3%	New	760	—	$428K
EWEdwards Lifesciences Corp	0.3%	New	4,709	—	$426K
IBKRInteractive Brokers Group in	0.3%	New	4,870	—	$424K

What Ramiah Investment Group bought and sold in Q2 2026, against Q1 2026.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +16.5% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$131.0M	79
Q1 2026	$99.5M	32
Q4 2025	$102.1M	36
Q3 2025	$101.1M	34
Q1 2025	$91.7M	27

Questions about Ramiah Investment Group's portfolio

What stocks does Ramiah Investment Group own?

Ramiah Investment Group's latest 13F, for Q2 2026 and filed Jul 16, 2026, lists 79 positions worth $131.0M. The largest are Spdr S&p 500 ETF Tr (SPY) at 16.7%, Vanguard Index Fds (VTI) at 10.2%, Invesco Qqq Tr (QQQ) at 7.9%, Vanguard Indx Fd (VB) at 7.5% and Vanguard S&P 500 Value ETF Total (VOOV) at 4.6%.

What did Ramiah Investment Group buy last quarter?

In Q2 2026, Ramiah Investment Group added a new position in Spdr S&p 500 ETF Tr (SPY), a new position in Invesco Qqq Tr (QQQ), a new position in IShares S&P Small Cap 600 Value (IJS), a new position in Invesco Exchange Traded Fd T (PSI), a new position in Ishares Semiconductor ETF (SOXX), Ishares (EEM) (+305.1% shares), iShs MSCI EAFE (EFA) (+158.9% shares) and Vanguard Total Bond Market ETF (BND) (+21.2% shares), compared with its Q1 2026 filing.

What did Ramiah Investment Group sell last quarter?

In Q2 2026, Ramiah Investment Group cut from its top 50 Invesco S&p 500 Equal Weight ETF (RSP), cut from its top 50 Direxion Shares ETF Trust (QQQE), cut from its top 50 VICI Properties Inc (VICI), cut from its top 50 Regions Financial Corp New (RF), cut from its top 50 Blackrock Core Bd Tr Shs Ben Int (BHK) and SPDR Brcy1-3 Ser (BIL) (-91.9% shares), compared with its Q1 2026 filing.

When is Ramiah Investment Group's next 13F filing due?

13F filings are due 45 days after each quarter ends. Ramiah Investment Group's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Ramiah Investment Group manage?

Ramiah Investment Group reported $283.3M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $131.0M.