Retirement Investment Advisors
Retirement Investment Advisors reported 66 stocks worth $1.4B in its 13F filing for Q3 2026, filed Oct 22, 2026. Its largest holdings are VUG (21.4%), VTV (21.3%) and IEFA (14.8%). Compared with Q2 2026, the fund opened new positions in XOM, OKE and V, added to VUG, IEFA and BIV, trimmed VTV, VBR and SCHV and sold out of OKE, RCL and DGRW.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  VUG Vanguard Index Fds | $305M | 21.4% | 3.4M | +62K (+2%) | 8 of 8 | |
| 2 |  VTV Vanguard Index Fds | $304M | 21.3% | 1.4M | −16K (−1%) | 8 of 8 | |
| 3 |  IEFA Ishares TR | $211M | 14.8% | 2.2M | +36K (+2%) | 8 of 8 | |
| 4 |  BIV Vanguard Intermediate | $144M | 10.1% | 2M | +157K (+9%) | 8 of 8 | |
| 5 |  IEMG Ishares Inc | $113M | 7.9% | 1.4M | +7,977 (+1%) | 8 of 8 | |
| 6 |  VBR Vanguard Index Fds | $91.9M | 6.4% | 398K | −783 (−0%) | 8 of 8 | |
| 7 |  MUB Ishares TR | $55M | 3.9% | 544K | +1,216 (+0%) | 8 of 8 | |
| 8 |  BNDX Vanguard Total | $52.1M | 3.6% | 1.1M | +48K (+4%) | 8 of 8 | |
| 9 |  EMB Ishares TR | $28.9M | 2.0% | 318K | +9,900 (+3%) | 8 of 8 | |
| 10 |  VBK Vanguard Small Cap | $26M | 1.8% | 77K | +4,813 (+7%) | 8 of 8 |
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
Reported value
last 8 quartersThe 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| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 22, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Retirement Investment Advisors 13F FAQ
What does Retirement Investment Advisors own?
Retirement Investment Advisors reported 66 stocks worth $1.4B in its 13F filing for Q3 2026, filed Oct 22, 2026. Its largest holdings are VUG (21.4%), VTV (21.3%) and IEFA (14.8%). The table above lists every position in the filing (the top 10 without an account).
What did Retirement Investment Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 4 new positions, 20 added to, 18 trimmed and 4 sold out. New positions include XOM, OKE and V. It sold all of OKE, RCL and DGRW.
When will Retirement Investment Advisors 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 Retirement Investment Advisors's portfolio worth?
The Q3 2026 filing reports $1.4B 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.