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Ramiah Investment Group Top Holdings and 13F Report (2026)

About Ramiah Investment Group

Investment Activity

  • Ramiah Investment Group has $99.48 million in total holdings as of March 31, 2026.
  • Ramiah Investment Group owns shares of 32 different stocks, but just 10 companies or ETFs make up 80% of its holdings.
  • Approximately 44.62% of the portfolio was purchased this quarter.
  • About 47.19% of the portfolio was sold this quarter.
  • This quarter, Ramiah Investment Group has purchased 36 new stocks and bought additional shares in 12 stocks.
  • Ramiah Investment Group sold shares of 18 stocks and completely divested from 6 stocks this quarter.

Largest New Holdings this Quarter

46137V357 - Invesco S&P 500 Equal Weight ETF
$14,450,233 Holding

Largest Purchases this Quarter

SPDR Bloomberg 1-3 Month T-Bill ETF
235,056 shares (about $21.54M)
Invesco S&P 500 Equal Weight ETF
75,293 shares (about $14.45M)
Vanguard Total Stock Market ETF
2,380 shares (about $763.53K)
Vanguard Small-Cap ETF
1,243 shares (about $325.57K)

Largest Sales this Quarter

iShares MSCI Emerging Markets ETF
46,589 shares (about $2.65M)
iShares MSCI EAFE ETF
25,549 shares (about $2.48M)
iShares 0-3 Month Treasury Bond ETF
1,701 shares (about $171.22K)
Regions Financial
5,066 shares (about $132.32K)
iShares ESG Aware MSCI USA ETF
839 shares (about $118.65K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofRamiah Investment Group

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$22,878,842$21,540,531 1,609.5%249,66023.0%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$14,450,233$14,450,233 New Holding75,29314.5%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$10,998,329$763,528 7.5%34,28311.1%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$8,276,148$325,567 4.1%31,5988.3%ETF
Direxion NASDAQ-100 Equal Weighted Index Shares stock logo
QQQE
Direxion NASDAQ-100 Equal Weighted Index Shares
$6,411,544$6,411,544 New Holding65,0726.4%ETF
Vanguard S&P 500 Value ETF stock logo
VOOV
Vanguard S&P 500 Value ETF
$5,277,142$274,709 5.5%25,8955.3%ETF
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$4,796,862$215,237 4.7%63,8734.8%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$3,467,285$48,676 -1.4%47,0843.5%ETF
Schwab U.S. REIT ETF stock logo
SCHH
Schwab U.S. REIT ETF
$2,224,451$172,371 8.4%103,5112.2%ETF
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$2,101,049$9,434 0.5%25,3902.1%ETF
iShares iBoxx $ High Yield Corporate Bond ETF stock logo
HYG
iShares iBoxx $ High Yield Corporate Bond ETF
$2,007,880$1,909 0.1%25,2372.0%ETF
abrdn Bloomberg All Commodity Strategy K-1 Free ETF stock logo
BCI
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
$1,840,065$161,771 9.6%75,7541.8%ETF
iShares ESG Aware MSCI USA ETF stock logo
ESGU
iShares ESG Aware MSCI USA ETF
$1,630,007$118,651 -6.8%11,5261.6%Manufacturing
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$1,525,472$19,738 1.3%19,2441.5%ETF
Vanguard Intermediate-Term Treasury ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury ETF
$1,210,147$14,887 -1.2%20,3221.2%ETF
PIMCO ETF TR
$1,165,798$14,673 -1.2%12,6331.2%ACTIVE BD ETF
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$1,116,219$171,223 -13.3%11,0891.1%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$1,054,346$2,481,574 -70.2%10,8551.1%Finance
Vanguard ESG International Stock ETF stock logo
VSGX
Vanguard ESG International Stock ETF
$824,895$102,861 -11.1%11,5000.8%ETF
DoubleLine Income Solutions Fund stock logo
DSL
DoubleLine Income Solutions Fund
$623,283$19,407 -3.0%57,5520.6%Financial Services
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF stock logo
HYLS
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
$613,575$11,643 -1.9%15,1240.6%Manufacturing
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$613,502$2,645,788 -81.2%10,8030.6%Finance
Invesco BulletShares 2027 Corporate Bond ETF stock logo
BSCR
Invesco BulletShares 2027 Corporate Bond ETF
$553,111$25,375 -4.4%28,1840.6%ETF
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$538,496$13,550 -2.5%11,2070.5%ETF
PIMCO Dynamic Income Fund stock logo
PDI
PIMCO Dynamic Income Fund
$530,752$23,903 -4.3%31,0200.5%Financial Services
Invesco Preferred ETF stock logo
PGX
Invesco Preferred ETF
$435,222$17,256 -3.8%40,0020.4%ETF
BlackRock Corporate High Yield Fund, Inc. stock logo
HYT
BlackRock Corporate High Yield Fund
$430,219$17,032 4.1%50,4950.4%Financial Services
Blackrock Income Trust stock logo
BKT
Blackrock Income Trust
$426,193$11,025 -2.5%40,3210.4%Finance
BlackRock Multi-Sector Income Trust stock logo
BIT
BlackRock Multi-Sector Income Trust
$425,254$8,564 -2.0%33,9660.4%Financial Services
VICI Properties Inc. stock logo
VICI
VICI Properties
$410,237$20,026 5.1%15,0160.4%Finance
Regions Financial Corporation stock logo
RF
Regions Financial
$386,968$132,324 -25.5%14,8150.4%Finance
BlackRock Core Bond Trust stock logo
BHK
BlackRock Core Bond Trust
$231,560$6,339 -2.7%25,2800.2%Financial Services
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$0$22,148,080 -100.0%00.0%Finance
Invesco QQQ stock logo
QQQ
Invesco QQQ
$0$8,640,884 -100.0%00.0%Finance
iShares S&P Small-Cap 600 Value ETF stock logo
IJS
iShares S&P Small-Cap 600 Value ETF
$0$3,225,440 -100.0%00.0%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$0$3,203,897 -100.0%00.0%ETF
iShares S&P Mid-Cap 400 Value ETF stock logo
IJJ
iShares S&P Mid-Cap 400 Value ETF
$0$3,184,610 -100.0%00.0%ETF
iShares MSCI Canada ETF stock logo
EWC
iShares MSCI Canada ETF
$0$671,375 -100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.
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