Ramiah Investment Group

Portfolio Overview

Ramiah Investment Group disclosed 79 positions worth $131.0M in its Form 13F-HR for Q2 2026, led by $SPY (SPDR S&P 500 ETF TRUST) at 16.7% of the equity portfolio. During the quarter the fund opened 47 new positions and exited 1 — including a new stake in $SPY. The portfolio is most concentrated in Other (87.0% of disclosed assets). All figures are sourced directly from Ramiah Investment Group’s Form 13F-HR filing with the SEC under CIK 1566307.

• 

  SPDR S&P 500 ETF TRUST

  $SPY

  —

  Quality

  $21.9M29,347 sh

• VANGUARD INDEX FDS - TOTAL STK MKT

  —

  Quality

  $13.4M36,185 sh
• 

  INVESCO QQQ TRUST, SERIES 1

  $QQQ

  —

  Quality

  $10.4M14,066 sh

• VANGUARD INDEX FDS - SMALL CP ETF

  —

  Quality

  $9.8M32,379 sh

• VANGUARD ADMIRAL FDS INC - 500 VAL IDX FD

  —

  Quality

  $6.1M27,751 sh

• VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US

  —

  Quality

  $5.7M67,798 sh

• VANGUARD BD INDEX FDS - TOTAL BND MRKT

  —

  Quality

  $4.2M57,070 sh

• ISHARES TR - SP SMCP600VL ETF

  —

  Quality

  $3.4M25,120 sh

• ISHARES TR - MSCI EMG MKT ETF

  —

  Quality

  $3.0M43,763 sh

• ISHARES TR - MSCI EAFE ETF

  —

  Quality

  $2.9M28,099 sh

Company	Quality	Value	Shares
SPDR S&P 500 ETF TRUST$SPY	—	$21.9M	29,347
VANGUARD INDEX FDS - TOTAL STK MKT	—	$13.4M	36,185
INVESCO QQQ TRUST, SERIES 1$QQQ	—	$10.4M	14,066
VANGUARD INDEX FDS - SMALL CP ETF	—	$9.8M	32,379
VANGUARD ADMIRAL FDS INC - 500 VAL IDX FD	—	$6.1M	27,751
VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US	—	$5.7M	67,798
VANGUARD BD INDEX FDS - TOTAL BND MRKT	—	$4.2M	57,070
ISHARES TR - SP SMCP600VL ETF	—	$3.4M	25,120
ISHARES TR - MSCI EMG MKT ETF	—	$3.0M	43,763
ISHARES TR - MSCI EAFE ETF	—	$2.9M	28,099

Showing top 10 of 79 holdings.

Full Holdings — Ramiah Investment Group (Q2 2026)

All 79 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.

#	Ticker	Company	Value	Weight	QoQ	Quality
1	$SPY	SPDR S&P 500 ETF TRUST	$21.9M	16.7%	NEW	—
2	—	VANGUARD INDEX FDS - TOTAL STK MKT	$13.4M	10.2%	+6%	—
3	$QQQ	INVESCO QQQ TRUST, SERIES 1	$10.4M	7.9%	NEW	—
4	—	VANGUARD INDEX FDS - SMALL CP ETF	$9.8M	7.5%	+2%	—
5	—	VANGUARD ADMIRAL FDS INC - 500 VAL IDX FD	$6.1M	4.6%	+7%	—
6	—	VANGUARD INTL EQUITY INDEX F - ALLWRLD EX US	$5.7M	4.3%	+6%	—
7	—	VANGUARD BD INDEX FDS - TOTAL BND MRKT	$4.2M	3.2%	+21%	—
8	—	ISHARES TR - SP SMCP600VL ETF	$3.4M	2.6%	NEW	—
9	—	ISHARES TR - MSCI EMG MKT ETF	$3.0M	2.3%	+305%	—
10	—	ISHARES TR - MSCI EAFE ETF	$2.9M	2.2%	+159%	—
11	—	SCHWAB STRATEGIC TR - US REIT ETF	$2.5M	1.9%	+1%	—
12	$IVZ	Invesco Ltd.	$2.4M	1.8%	NEW	—
13	—	ISHARES TR - ISHARES SEMICDTR	$2.3M	1.8%	NEW	—
14	—	VANGUARD SCOTTSDALE FDS - INT-TERM CORP	$2.3M	1.7%	+8%	—
15	—	ISHARES TR - IBOXX HI YD ETF	$2.2M	1.6%	+7%	—
16	$IVZ	Invesco Ltd.	$2.1M	1.6%	NEW	—
17	—	ISHARES TR - ESG AWR MSCI USA	$2.1M	1.6%	+9%	—
18	—	ROUNDHILL ETF TRUST - MEMORY ETF	$1.9M	1.5%	NEW	—
19	—	SPDR SERIES TRUST - ST STR BLO 1 ETF	$1.9M	1.4%	-92%	—
20	—	VANGUARD SCOTTSDALE FDS - SHRT TRM CORP BD	$1.7M	1.3%	+10%	—
21	—	ABRDN ETFS - BBRG ALL COMD K1	$1.6M	1.2%	-4%	—
22	—	ISHARES TR - S&P MC 400VL ETF	$1.5M	1.2%	NEW	—
23	—	ISHARES TR - S&P 500 GRWT ETF	$1.5M	1.1%	NEW	—
24	—	VANGUARD SCOTTSDALE FDS - INTER TERM TREAS	$1.3M	1.0%	+6%	—
25	—	PIMCO ETF TR - ACTIVE BD ETF	$1.2M	0.9%	+6%	—
26	—	ISHARES TR - 0-3 MTH TREASURY	$1.1M	0.9%	+0%	—
27	—	VANGUARD WORLD FD - ESG INTL STK ETF	$1.0M	0.8%	+10%	—
28	—	VANGUARD BD INDEX FDS - INTERMED TERM	$668,154	0.5%	NEW	—
29	$DSL	DoubleLine Income Solutions Fund	$636,630	0.5%	+0%	—
30	—	FIRST TR EXCHANGE-TRADED FD - FIRST TR TA HIYL	$606,085	0.5%	-1%	—
31	—	ISHARES INC - MSCI CDA ETF	$595,652	0.5%	NEW	—
32	$PDI	PIMCO Dynamic Income Fund	$556,444	0.4%	+7%	—
33	$IVZ	Invesco Ltd.	$549,515	0.4%	-1%	—
34	$MRK	Merck & Co., Inc.	$545,611	0.4%	NEW	70.9
35	—	VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF	$538,832	0.4%	-1%	—
36	$AMGN	AMGEN INC	$526,522	0.4%	NEW	79.5
37	$GS	GOLDMAN SACHS GROUP INC	$520,856	0.4%	NEW	—
38	$AAPL	Apple Inc.	$520,269	0.4%	NEW	76.1
39	$ABBV	AbbVie Inc.	$469,309	0.4%	NEW	59.3
40	$NVDA	NVIDIA CORP	$468,611	0.4%	NEW	90.2
41	—	VANGUARD SCOTTSDALE FDS - LG-TERM COR BD	$465,722	0.4%	NEW	—
42	$JPM	JPMORGAN CHASE & CO	$461,863	0.3%	NEW	35.6
43	$BIIB	BIOGEN INC.	$450,485	0.3%	NEW	65.6
44	$BKT	BLACKROCK INCOME TRUST, INC.	$445,973	0.3%	+3%	—
45	$IVZ	Invesco Ltd.	$440,841	0.3%	+2%	—
46	$HYT	BLACKROCK CORPORATE HIGH YIELD FUND, INC.	$435,800	0.3%	+1%	—
47	$BIT	BlackRock Multi-Sector Income Trust	$433,042	0.3%	+2%	—
48	$META	Meta Platforms, Inc.	$428,100	0.3%	NEW	80.9
49	$EW	Edwards Lifesciences Corp	$425,976	0.3%	NEW	67.6
50	$IBKR	Interactive Brokers Group, Inc.	$423,885	0.3%	NEW	75.5
51	$MU	MICRON TECHNOLOGY INC	$420,162	0.3%	NEW	88.4
52	$RF	REGIONS FINANCIAL CORP	$416,851	0.3%	-7%	—
53	$SNDK	Sandisk Corp	$406,998	0.3%	NEW	88.8
54	$GPN	GLOBAL PAYMENTS INC	$395,379	0.3%	NEW	42.9
55	—	ISHARES TR - ESG AWARE MSCI	$380,324	0.3%	NEW	—
56	$GILD	GILEAD SCIENCES, INC.	$379,525	0.3%	NEW	77.8
57	$UNH	UNITEDHEALTH GROUP INC	$367,417	0.3%	NEW	66.8
58	$MRVL	Marvell Technology, Inc.	$365,213	0.3%	NEW	77.3
59	$VICI	VICI PROPERTIES INC.	$361,478	0.3%	-9%	76.2
60	$REGN	REGENERON PHARMACEUTICALS, INC.	$347,935	0.3%	NEW	75.1
61	—	VANGUARD SCOTTSDALE FDS - LONG TERM TREAS	$333,398	0.3%	NEW	—
62	$WDC	WESTERN DIGITAL CORP	$310,418	0.2%	NEW	76.8
63	$INTC	INTEL CORP	$297,970	0.2%	NEW	41.5
64	$MSFT	MICROSOFT CORP	$258,876	0.2%	NEW	83.7
65	$SLB	SLB LIMITED/NV	$246,583	0.2%	NEW	63.2
66	$GOOG	Alphabet Inc.	$246,228	0.2%	NEW	80.2
67	$LAMR	LAMAR ADVERTISING CO/NEW	$245,513	0.2%	NEW	67.8
68	$BHK	BLACKROCK CORE BOND TRUST	$238,076	0.2%	+3%	—
69	—	NUSHARES ETF TR - NUVEEN ESG LRGCP	$227,213	0.2%	NEW	—
70	$ANET	Arista Networks, Inc.	$226,790	0.2%	NEW	86
71	$BMY	BRISTOL MYERS SQUIBB CO	$222,817	0.2%	NEW	70.1
72	$MO	ALTRIA GROUP, INC.	$222,397	0.2%	NEW	72.1
73	$SHOP	SHOPIFY INC.	$214,088	0.2%	NEW	—
74	$FTI	TechnipFMC plc	$204,668	0.2%	NEW	—
75	$VOD	VODAFONE GROUP PUBLIC LTD CO	$190,215	0.1%	NEW	—
76	$MUA	BLACKROCK MUNIASSETS FUND, INC.	$125,899	0.1%	NEW	—
77	$NMZ	NUVEEN MUNICIPAL HIGH INCOME OPPORTUNITY FUND	$124,536	0.1%	NEW	—
78	$NAD	Nuveen Quality Municipal Income Fund	$123,903	0.1%	NEW	—
79	$NUV	NUVEEN MUNICIPAL VALUE FUND INC	$123,391	0.1%	NEW	—