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13F holdings · Q3 2026

Ramiah Investment Group

Brookfield, WI · files as Ramiah Investment Group
Holdings as of Sep 30, 2026Filed Oct 20, 2026Next filing due Feb 15, 2027CIK 1566307

Ramiah Investment Group reported 76 stocks worth $130M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are SPY (16.1%), VTI (10.8%) and BIL (9.5%). Compared with Q2 2026, the fund opened new positions in XLV, HACK and FLOT, added to VTI, BIL and VB, trimmed SPY, QQQ and IJS and sold out of PSI, SOXX and SPHB.

Reported value$130M−1.0% vs last quarter
Stocks held7612 new · 15 sold out
Top 5 weight51.0%fairly concentrated
Turnover29%of the portfolio changed
🔒 A free account shows every holding, what the fund sold and its options.Create free account

Holdings

#StockValueWeightSharesChangeShares, 8 qtrsHeld
1
SPY
Spdr S&P 500 ETF TR
$20.9M16.1%27K−1,917 (−7%)8 of 8
2
VTI
Vanguard Total Stock Market ETF
$14M10.8%37K+1,211 (+3%)8 of 8
3
BIL
ST Stert Spdr Blmbg 1 3
$12.3M9.5%134K+114K (+561%)8 of 8
4
QQQ
Invesco Qqq TR
$9.7M7.5%13K−959 (−7%)8 of 8
5
VB
Vanguard Index Fds
$9.3M7.2%33K+264 (+1%)8 of 8
6
VOOV
Vanguard S&P 500 Value ETF
$6.1M4.7%28KNo change8 of 8
7
VEU
Vanguard Intl Equity Index F
$5.7M4.4%69K+1,496 (+2%)8 of 8
8
BND
Vanguard BD Index Fds
$4.2M3.2%59K+2,351 (+4%)8 of 8
9
IJS
Ishares TR
$2.3M1.8%18K−6,960 (−28%)6 of 8
10
SCHH
Charles Schwab US REIT
$2.3M1.8%105K+817 (+1%)8 of 8
🔒 66 more holdings in this filing. Create a free account or sign in to see them all.

Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.

Sold out

held in Q2 2026, gone in Q3 2026
StockValue last quarterShares sold
PSI
Invesco Exchange Traded FD T
$2.4M13K
SOXX
Ishares Semiconductor
$2.3M3,640
SPHB
Invesco Exch Traded FD TR II
$2.1M14K
DRAM
Roundhill ETF Trust
$1.9M26K
VCLT
Vanguard Scottsdale Fds
$466K6,189

🔒 Free account: see all 15.

Reported value

last 8 quarters
$110MQ4 '24
$104MQ1 '25
$92.9MQ2 '25
$113MQ3 '25
$115MQ4 '25
$114MQ1 '26
$131MQ2 '26
$130MQ3 '26

The value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.

Filings for Q3 2026

straight from the SEC
FiledFormQuarter
Oct 20, 202613F-HRQ3 2026SEC filing ↗

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Ramiah Investment Group 13F FAQ

What does Ramiah Investment Group own?

Ramiah Investment Group reported 76 stocks worth $130M in its 13F filing for Q3 2026, filed Oct 20, 2026. Its largest holdings are SPY (16.1%), VTI (10.8%) and BIL (9.5%). The table above lists every position in the filing (the top 10 without an account).

What did Ramiah Investment Group buy and sell in Q3 2026?

Compared with Q2 2026: 12 new positions, 22 added to, 40 trimmed and 15 sold out. New positions include XLV, HACK and FLOT. It sold all of PSI, SOXX and SPHB.

When will Ramiah Investment Group file its next 13F?

Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.

How much is Ramiah Investment Group's portfolio worth?

The Q3 2026 filing reports $130M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.

For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.