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

About Ramiah Investment Group

Investment Activity

  • Ramiah Investment Group has $131.00 million in total holdings as of June 30, 2026.
  • Ramiah Investment Group owns shares of 79 different stocks, but just 22 companies or ETFs make up 80% of its holdings.
  • Approximately 92.21% of the portfolio was purchased this quarter.
  • About 4.41% of the portfolio was sold this quarter.
  • This quarter, Ramiah Investment Group has purchased 35 new stocks and bought additional shares in 13 stocks.
  • Ramiah Investment Group sold shares of 8 stocks and completely divested from 14 stocks this quarter.

Largest Holdings

Invesco QQQ
$10,358,202

Largest New Holdings this Quarter

922908769 - Vanguard Total Stock Market ETF
$13,389,897 Holding
922908751 - Vanguard Small-Cap ETF
$9,814,722 Holding
921932703 - Vanguard S&P 500 Value ETF
$6,083,297 Holding
922042775 - Vanguard FTSE All-World ex-US ETF
$5,678,083 Holding
921937835 - Vanguard Total Bond Market ETF
$4,189,528 Holding

Largest Purchases this Quarter

SPDR S&P 500 ETF Trust
28,201 shares (about $21.06M)
Vanguard Total Stock Market ETF
36,185 shares (about $13.39M)
Vanguard Small-Cap ETF
32,379 shares (about $9.81M)
Invesco QQQ
13,121 shares (about $9.66M)
Vanguard S&P 500 Value ETF
27,751 shares (about $6.08M)

Largest Sales this Quarter

Microsoft
751 shares (about $280.14K)
Edwards Lifesciences
485 shares (about $43.87K)
Altria Group
504 shares (about $36.26K)
AbbVie
103 shares (about $25.92K)
Meta Platforms
42 shares (about $23.66K)

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 S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$21,915,459$21,059,661 â–²2,460.8%29,34716.7%Finance
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$13,389,897$13,389,897 â–²New Holding36,18510.2%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$10,358,202$9,662,304 â–²1,388.5%14,0667.9%Finance
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$9,814,722$9,814,722 â–²New Holding32,3797.5%ETF
Vanguard S&P 500 Value ETF stock logo
VOOV
Vanguard S&P 500 Value ETF
$6,083,297$6,083,297 â–²New Holding27,7514.6%ETF
Vanguard FTSE All-World ex-US ETF stock logo
VEU
Vanguard FTSE All-World ex-US ETF
$5,678,083$5,678,083 â–²New Holding67,7984.3%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$4,189,528$4,189,528 â–²New Holding57,0703.2%ETF
iShares S&P Small-Cap 600 Value ETF stock logo
IJS
iShares S&P Small-Cap 600 Value ETF
$3,433,402$2,268,752 â–²194.8%25,1202.6%ETF
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$2,993,827$2,993,827 â–²New Holding43,7632.3%Finance
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$2,918,924$2,918,924 â–²New Holding28,0992.2%Finance
Schwab U.S. REIT ETF stock logo
SCHH
Schwab U.S. REIT ETF
$2,470,487$2,470,487 â–²New Holding104,3281.9%ETF
Invesco Semiconductors ETF stock logo
PSI
Invesco Semiconductors ETF
$2,373,857$2,373,857 â–²New Holding12,6391.8%ETF
iShares Semiconductor ETF stock logo
SOXX
iShares Semiconductor ETF
$2,332,366$2,332,366 â–²New Holding3,6401.8%ETF
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$2,273,066$2,273,066 â–²New Holding27,5021.7%ETF
iShares iBoxx $ High Yield Corporate Bond ETF stock logo
HYG
iShares iBoxx $ High Yield Corporate Bond ETF
$2,159,214$2,159,214 â–²New Holding27,0001.6%ETF
Invesco S&P 500 High Beta ETF stock logo
SPHB
Invesco S&P 500 High Beta ETF
$2,138,896$2,138,896 â–²New Holding13,7471.6%ETF
iShares ESG Aware MSCI USA ETF stock logo
ESGU
iShares ESG Aware MSCI USA ETF
$2,063,388$2,063,388 â–²New Holding12,6071.6%Manufacturing
ROUNDHILL ETF TRUST
$1,943,806$1,943,806 â–²New Holding26,3211.5%MEMORY ETF
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$1,862,858$1,862,858 â–²New Holding20,3281.4%ETF
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$1,670,694$1,670,694 â–²New Holding21,1401.3%ETF
abrdn Bloomberg All Commodity Strategy K-1 Free ETF stock logo
BCI
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
$1,629,614$1,629,614 â–²New Holding72,9461.2%ETF
iShares S&P Mid-Cap 400 Value ETF stock logo
IJJ
iShares S&P Mid-Cap 400 Value ETF
$1,532,551$403,155 â–²35.7%10,3741.2%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$1,461,394$701,266 â–²92.3%10,6261.1%ETF
Vanguard Intermediate-Term Treasury ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury ETF
$1,275,320$1,275,320 â–²New Holding21,6231.0%ETF
PIMCO ETF TR
$1,234,347$1,234,347 â–²New Holding13,3860.9%ACTIVE BD ETF
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$1,121,665$1,121,665 â–²New Holding11,1420.9%ETF
Vanguard ESG International Stock ETF stock logo
VSGX
Vanguard ESG International Stock ETF
$1,038,719$1,038,719 â–²New Holding12,6150.8%ETF
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$668,154$3,452 â–²0.5%8,7110.5%ETF
DoubleLine Income Solutions Fund stock logo
DSL
DoubleLine Income Solutions Fund
$636,630$636,630 â–²New Holding57,5620.5%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
$606,085$606,085 â–²New Holding14,9100.5%Manufacturing
iShares MSCI Canada ETF stock logo
EWC
iShares MSCI Canada ETF
$595,652$595,652 â–²New Holding10,3340.5%ETF
PIMCO Dynamic Income Fund stock logo
PDI
PIMCO Dynamic Income Fund
$556,444$556,444 â–²New Holding33,3200.4%Financial Services
Invesco BulletShares 2027 Corporate Bond ETF stock logo
BSCR
Invesco BulletShares 2027 Corporate Bond ETF
$549,515$549,515 â–²New Holding28,0150.4%ETF
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$545,611$54,227 â–²11.0%4,2460.4%Medical
Vanguard Total International Bond ETF stock logo
BNDX
Vanguard Total International Bond ETF
$538,832$538,832 â–²New Holding11,1260.4%ETF
Amgen Inc. stock logo
AMGN
Amgen
$526,522$526,522 â–²New Holding1,4540.4%Medical
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$520,856$520,856 â–²New Holding5150.4%Finance
Apple Inc. stock logo
AAPL
Apple
$520,269$59,897 â–²13.0%1,7980.4%Computer and Technology
AbbVie Inc. stock logo
ABBV
AbbVie
$469,309$25,919 â–¼-5.2%1,8650.4%Medical
NVIDIA Corporation stock logo
NVDA
NVIDIA
$468,611$14,607 â–¼-3.0%2,3420.4%Computer and Technology
Vanguard Long-Term Corporate Bond ETF stock logo
VCLT
Vanguard Long-Term Corporate Bond ETF
$465,722$5,794 â–¼-1.2%6,1890.4%Manufacturing
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$461,863$461,863 â–²New Holding1,4110.4%Finance
Biogen Inc. stock logo
BIIB
Biogen
$450,485$450,485 â–²New Holding2,0850.3%Medical
Blackrock Income Trust stock logo
BKT
Blackrock Income Trust
$445,973$445,973 â–²New Holding41,6020.3%Finance
Invesco Preferred ETF stock logo
PGX
Invesco Preferred ETF
$440,841$440,841 â–²New Holding40,6680.3%ETF
BlackRock Corporate High Yield Fund, Inc. stock logo
HYT
BlackRock Corporate High Yield Fund
$435,800$435,800 â–²New Holding50,9110.3%Financial Services
BlackRock Multi-Sector Income Trust stock logo
BIT
BlackRock Multi-Sector Income Trust
$433,042$433,042 â–²New Holding34,5880.3%Financial Services
Meta Platforms, Inc. stock logo
META
Meta Platforms
$428,100$23,658 â–¼-5.2%7600.3%Computer and Technology
Edwards Lifesciences Corporation stock logo
EW
Edwards Lifesciences
$425,976$43,873 â–¼-9.3%4,7090.3%Medical
Interactive Brokers Group, Inc. stock logo
IBKR
Interactive Brokers Group
$423,885$423,885 â–²New Holding4,8700.3%Finance
Micron Technology, Inc. stock logo
MU
Micron Technology
$420,162$420,162 â–²New Holding3640.3%Computer and Technology
Regions Financial Corporation stock logo
RF
Regions Financial
$416,851$416,851 â–²New Holding13,8030.3%Finance
SANDISK CORP
$406,998$406,998 â–²New Holding1790.3%COM
Global Payments Inc. stock logo
GPN
Global Payments
$395,379$395,379 â–²New Holding5,4490.3%Business Services
iShares ESG Aware MSCI USA Small-Cap ETF stock logo
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
$380,324$37,473 â–²10.9%6,8000.3%ETF
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$379,525$379,525 â–²New Holding3,0040.3%Medical
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$367,417$367,417 â–²New Holding8840.3%Medical
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
$365,213$365,213 â–²New Holding1,2260.3%Computer and Technology
VICI Properties Inc. stock logo
VICI
VICI Properties
$361,478$361,478 â–²New Holding13,6150.3%Finance
Regeneron Pharmaceuticals, Inc. stock logo
REGN
Regeneron Pharmaceuticals
$347,935$347,935 â–²New Holding5580.3%Medical
Vanguard Long-Term Treasury ETF stock logo
VGLT
Vanguard Long-Term Treasury ETF
$333,398$3,863 â–²1.2%6,0420.3%ETF
Western Digital Corporation stock logo
WDC
Western Digital
$310,418$310,418 â–²New Holding4860.2%Computer and Technology
Intel Corporation stock logo
INTC
Intel
$297,970$297,970 â–²New Holding2,1340.2%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$258,876$280,138 â–¼-52.0%6940.2%Computer and Technology
SLB Limited stock logo
SLB
SLB
$246,583$246,583 â–²New Holding5,3040.2%Energy
Alphabet Inc. stock logo
GOOGL
Alphabet
$246,228$246,228 â–²New Holding6890.2%Computer and Technology
Lamar Advertising Company stock logo
LAMR
Lamar Advertising
$245,513$245,513 â–²New Holding1,5740.2%Finance
BlackRock Core Bond Trust stock logo
BHK
BlackRock Core Bond Trust
$238,076$238,076 â–²New Holding25,9630.2%Financial Services
Nuveen ESG Large-Cap Growth ETF stock logo
NULG
Nuveen ESG Large-Cap Growth ETF
$227,213$227,213 â–²New Holding1,9410.2%ETF
ARISTA NETWORKS INC
$226,790$226,790 â–²New Holding1,3350.2%COM SHS
Bristol Myers Squibb Company stock logo
BMY
Bristol Myers Squibb
$222,817$8,124 â–¼-3.5%3,8670.2%Medical
Altria Group, Inc. stock logo
MO
Altria Group
$222,397$36,263 â–¼-14.0%3,0910.2%Consumer Staples
SHOPIFY INC
$214,088$214,088 â–²New Holding1,8750.2%CL A SUB VTG SHS
TechnipFMC plc stock logo
FTI
TechnipFMC
$204,668$204,668 â–²New Holding3,0870.2%Energy
Vodafone Group PLC stock logo
VOD
Vodafone Group
$190,215$190,215 â–²New Holding14,3830.1%Computer and Technology
BlackRock MuniAssets Fund, Inc. stock logo
MUA
BlackRock MuniAssets Fund
$125,899$8,940 â–²7.6%11,4350.1%Finance
Nuveen Municipal High Income Opportunity Fund stock logo
NMZ
Nuveen Municipal High Income Opportunity Fund
$124,536$7,970 â–²6.8%11,7820.1%Financial Services
Nuveen Quality Municipal Income Fund stock logo
NAD
Nuveen Quality Municipal Income Fund
$123,903$123,903 â–²New Holding10,2230.1%Financial Services
Nuveen Municipal Value Fund, Inc. stock logo
NUV
Nuveen Municipal Value Fund
$123,391$8,353 â–²7.3%13,3830.1%Finance
Salesforce Inc. stock logo
CRM
Salesforce
$0$586,144 â–¼-100.0%00.0%Computer and Technology
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$0$471,280 â–¼-100.0%00.0%Medical
Vertex Pharmaceuticals Incorporated stock logo
VRTX
Vertex Pharmaceuticals
$0$432,697 â–¼-100.0%00.0%Medical
Electronic Arts Inc. stock logo
EA
Electronic Arts
$0$430,166 â–¼-100.0%00.0%Consumer Discretionary
eBay Inc. stock logo
EBAY
eBay
$0$417,782 â–¼-100.0%00.0%Retail/Wholesale
Incyte Corporation stock logo
INCY
Incyte
$0$384,857 â–¼-100.0%00.0%Medical
Adobe Inc. stock logo
ADBE
Adobe
$0$368,995 â–¼-100.0%00.0%Computer and Technology
Intuit Inc. stock logo
INTU
Intuit
$0$368,388 â–¼-100.0%00.0%Computer and Technology
Paycom Software, Inc. stock logo
PAYC
Paycom Software
$0$353,560 â–¼-100.0%00.0%Computer and Technology
Booking Holdings Inc. stock logo
BKNG
Booking
$0$349,457 â–¼-100.0%00.0%Retail/Wholesale
Synopsys, Inc. stock logo
SNPS
Synopsys
$0$348,902 â–¼-100.0%00.0%Computer and Technology
Workday, Inc. stock logo
WDAY
Workday
$0$306,092 â–¼-100.0%00.0%Computer and Technology
CoStar Group, Inc. stock logo
CSGP
CoStar Group
$0$291,134 â–¼-100.0%00.0%Computer and Technology
Exelixis, Inc. stock logo
EXEL
Exelixis
$0$224,658 â–¼-100.0%00.0%Medical

Showing largest 100 holdings. View all holdings.
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