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Ramiah Investment Group — 13F Holdings & Portfolio

CIK 1566307 · latest 13F-HR filed 2026-07-16

Backtest portfolio

Ramiah Investment Group manages $131.0M in 13F-reported U.S. long-equity assets across 79 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SPY (16.73%), VTI (10.22%), QQQ (7.91%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 58 new positions, exited 14, added to 13, and trimmed 4.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
675 N. BARKER ROAD
BROOKFIELD, WI 53045
Phone
(262) 784-7205
Filing Manager
Ramiah Investment Group
BROOKFIELD, WI
Signatory
Daena Ramiah
VP of Investments
Loading holdings…
AUM

$131.0M

Long-equity book

Holdings

79

Distinct positions

Period

2026-06-30

Filed 2026-07-16

Q/Q Activity

+58 / −14 / ↑13 / ↓4

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • STATE STR SPDR S&P 500 ETF T$21.2M +2840.5%
  • INVESCO QQQ TR$9.8M +1799.1%
  • ISHARES TR$2.4M +240.2%
  • ISHARES TR$836.2K +133.8%
  • ISHARES TR$519.6K +51.3%
Show all 13 →

Top Trims

  • MICROSOFT CORP-$276.0K -51.6%
  • META PLATFORMS INC-$30.7K -6.7%
  • BRISTOL-MYERS SQUIBB CO-$20.3K -8.3%
  • ALTRIA GROUP INC-$14.8K -6.3%
Show all 4 →

New Positions

  • VANGUARD INDEX FDS$13.4M
  • VANGUARD INDEX FDS$9.8M
  • VANGUARD ADMIRAL FDS INC$6.1M
  • VANGUARD INTL EQUITY INDEX F$5.7M
  • VANGUARD BD INDEX FDS$4.2M
Show all 58 →

Exited Positions

  • SALESFORCE INC$586.1K
  • JOHNSON & JOHNSON$471.3K
  • VERTEX PHARMACEUTICALS INC$432.7K
  • ELECTRONIC ARTS INC$430.2K
  • EBAY INC.$417.8K
Show all 14 →
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 STATE STR SPDR S&P 500 ETF T SPY 78462F103 $21.9M 16.73% 29,347 SH
2 VANGUARD INDEX FDS VTI 922908769 $13.4M 10.22% 36,185 SH
3 INVESCO QQQ TR QQQ 46090E103 $10.4M 7.91% 14,066 SH
4 VANGUARD INDEX FDS VB 922908751 $9.8M 7.49% 32,379 SH
5 VANGUARD ADMIRAL FDS INC VOOV 921932703 $6.1M 4.64% 27,751 SH
6 VANGUARD INTL EQUITY INDEX F VEU 922042775 $5.7M 4.33% 67,798 SH
7 VANGUARD BD INDEX FDS BND 921937835 $4.2M 3.20% 57,070 SH
8 ISHARES TR IJS 464287879 $3.4M 2.62% 25,120 SH
9 ISHARES TR EEM 464287234 $3.0M 2.29% 43,763 SH
10 ISHARES TR EFA 464287465 $2.9M 2.23% 28,099 SH
11 SCHWAB STRATEGIC TR SCHH 808524847 $2.5M 1.89% 104,328 SH
12 INVESCO EXCHANGE TRADED FD T PSI 46137V647 $2.4M 1.81% 12,639 SH
13 ISHARES TR SOXX 464287523 $2.3M 1.78% 3,640 SH
14 VANGUARD SCOTTSDALE FDS VCIT 92206C870 $2.3M 1.74% 27,502 SH
15 ISHARES TR HYG 464288513 $2.2M 1.65% 27,000 SH
16 INVESCO EXCH TRADED FD TR II SPHB 46138E370 $2.1M 1.63% 13,747 SH
17 ISHARES TR ESGU 46435G425 $2.1M 1.58% 12,607 SH
18 ROUNDHILL ETF TRUST DRAM 77926X320 $1.9M 1.48% 26,321 SH
19 SPDR SERIES TRUST BIL 78468R663 $1.9M 1.42% 20,328 SH
20 VANGUARD SCOTTSDALE FDS VCSH 92206C409 $1.7M 1.28% 21,140 SH
21 ABRDN ETFS BCI 003261104 $1.6M 1.24% 72,946 SH
22 ISHARES TR IJJ 464287705 $1.5M 1.17% 10,374 SH
23 ISHARES TR IVW 464287309 $1.5M 1.12% 10,626 SH
24 VANGUARD SCOTTSDALE FDS VGIT 92206C706 $1.3M 0.97% 21,623 SH
25 PIMCO ETF TR BOND 72201R775 $1.2M 0.94% 13,386 SH
26 ISHARES TR SGOV 46436E718 $1.1M 0.86% 11,142 SH
27 VANGUARD WORLD FD VSGX 921910725 $1.0M 0.79% 12,615 SH
28 VANGUARD BD INDEX FDS BIV 921937819 $668.2K 0.51% 8,711 SH
29 DOUBLELINE INCOME SOLUTIONS DSL 258622109 $636.6K 0.49% 57,562 SH
30 FIRST TR EXCHANGE-TRADED FD HYLS 33738D408 $606.1K 0.46% 14,910 SH
31 ISHARES INC EWC 464286509 $595.7K 0.45% 10,334 SH
32 PIMCO DYNAMIC INCOME FD PDI 72201Y101 $556.4K 0.42% 33,320 SH
33 INVESCO EXCH TRD SLF IDX FD BSCR 46138J783 $549.5K 0.42% 28,015 SH
34 MERCK & CO INC MRK 58933Y105 $545.6K 0.42% 4,246 SH
35 VANGUARD CHARLOTTE FDS BNDX 92203J407 $538.8K 0.41% 11,126 SH
36 AMGEN INC AMGN 031162100 $526.5K 0.40% 1,454 SH
37 GOLDMAN SACHS GROUP INC GS 38141G104 $520.9K 0.40% 515 SH
38 APPLE INC AAPL 037833100 $520.3K 0.40% 1,798 SH
39 ABBVIE INC ABBV 00287Y109 $469.3K 0.36% 1,865 SH
40 NVIDIA CORPORATION NVDA 67066G104 $468.6K 0.36% 2,342 SH
41 VANGUARD SCOTTSDALE FDS VCLT 92206C813 $465.7K 0.36% 6,189 SH
42 JPMORGAN CHASE & CO JPM 46625H100 $461.9K 0.35% 1,411 SH
43 BIOGEN INC BIIB 09062X103 $450.5K 0.34% 2,085 SH
44 BLACKROCK INCOME TR INC BKT 09247F209 $446.0K 0.34% 41,602 SH
45 INVESCO EXCH TRADED FD TR II PGX 46138E511 $440.8K 0.34% 40,668 SH
46 BLACKROCK CORPOR HI YLD FD I HYT 09255P107 $435.8K 0.33% 50,911 SH
47 BLACKROCK MULTI SECTOR INC T BIT 09258A107 $433.0K 0.33% 34,588 SH
48 META PLATFORMS INC META 30303M102 $428.1K 0.33% 760 SH
49 EDWARDS LIFESCIENCES CORP EW 28176E108 $426.0K 0.33% 4,709 SH
50 INTERACTIVE BROKERS GROUP IN IBKR 45841N107 $423.9K 0.32% 4,870 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-16 $131.0M 79 0001566307-26-000074
2026-03-31 2026-04-21 $99.5M 32 0001566307-26-000003
2026-03-31 2026-05-29 $15.0M 35 0001566307-26-000071
2025-12-31 2026-01-28 $102.1M 36 0001566307-26-000002
2025-06-30 2026-05-29 $92.9M 58 0001566307-26-000042
2022-03-31 2026-05-29 $17.7M 25 0001566307-26-000047