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Ramiah Investment Group 13F Portfolio

Portfolio Manager
Ramiah Investment Group
Performance
+8.06% (2026 Q2)
AUM (13F)
$131.00M
# of Holdings
79
Performance Rank
Allocation (Top 20)
77.68%
Latest filing
Q2 2026

Ramiah Investment Group Holdings Map

Top 50 Ramiah Investment Group Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SPY
STATE STR SPDR S&P 500 ETF T
16.73%29.3K$21.9Mnew2025-Q2: 21.2K shares2025-Q3: 32.9K shares2025-Q4: 32.5K shares2026-Q1: 0 shares2026-Q2: 29.3K shares
$538.91(+43.87%)
2026-06-30
VTI
VANGUARD INDEX FDS
10.22%36.2K$13.4M
+5.55%(+1.90K)
2025-Q2: 27.3K shares2025-Q3: 30.2K shares2025-Q4: 31.9K shares2026-Q1: 34.3K shares2026-Q2: 36.2K shares
$242.08(+58.36%)
2026-06-30
QQQ
INVESCO QQQ TR
7.91%14.1K$10.4Mnew2025-Q2: 9.5K shares2025-Q3: 14.4K shares2025-Q4: 14.1K shares2026-Q1: 0 shares2026-Q2: 14.1K shares
$433.20(+69.09%)
2026-06-30
VB
VANGUARD INDEX FDS
7.49%32.4K$9.8M
+2.47%(+781)
2025-Q2: 27.6K shares2025-Q3: 28.3K shares2025-Q4: 30.4K shares2026-Q1: 31.6K shares2026-Q2: 32.4K shares
$211.33(+45.96%)
2026-06-30
VOOV
VANGUARD ADMIRAL FDS INC
4.64%27.8K$6.1M
+7.17%(+1.86K)
2025-Q2: 18.5K shares2025-Q3: 22.3K shares2025-Q4: 24.5K shares2026-Q1: 25.9K shares2026-Q2: 27.8K shares
$175.97(+30.54%)
2026-06-30
VEU
VANGUARD INTL EQUITY INDEX F
4.33%67.8K$5.7M
+6.15%(+3.92K)
2025-Q2: 34.6K shares2025-Q3: 56.3K shares2025-Q4: 61.0K shares2026-Q1: 63.9K shares2026-Q2: 67.8K shares
$63.02(+36.69%)
2026-06-30
BND
VANGUARD BD INDEX FDS
3.2%57.1K$4.2M
+21.21%(+9.99K)
2025-Q2: 25.8K shares2025-Q3: 51.0K shares2025-Q4: 47.7K shares2026-Q1: 47.1K shares2026-Q2: 57.1K shares
$74.91(-3.55%)
2026-06-30
IJS
ISHARES TR
2.62%25.1K$3.4Mnew2025-Q2: 10.8K shares2025-Q3: 31.9K shares2025-Q4: 28.4K shares2026-Q1: 0 shares2026-Q2: 25.1K shares
$102.78(+36.22%)
2026-06-30
EEM
ISHARES TR
2.29%43.8K$3.0M
+305.10%(+32.96K)
2025-Q2: 20.4K shares2025-Q3: 66.3K shares2025-Q4: 57.4K shares2026-Q1: 10.8K shares2026-Q2: 43.8K shares
$58.56(+15.62%)
2026-06-30
EFA
ISHARES TR
2.23%28.1K$2.9M
+158.86%(+17.24K)
2025-Q2: 13.2K shares2025-Q3: 40.3K shares2025-Q4: 36.4K shares2026-Q1: 10.9K shares2026-Q2: 28.1K shares
$95.35(+13.95%)
2026-06-30

About Ramiah Investment Groupโ€™s portfolio

Ramiah Investment Group reports $131.00M in US-listed equity holdings across 79 positions in its most recent 13F filing. Its largest disclosed positions are SPY (16.7%), VTI (10.2%) and QQQ (7.9%). The top 20 holdings account for 77.68% of reported assets. Its disclosed equity book has returned +37.12% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.

Portfolio concentration

Portfolio concentration
SPY โ€” 18.0% ($21.92M)VTI โ€” 11.0% ($13.39M)QQQ โ€” 8.5% ($10.36M)VB โ€” 8.1% ($9.81M)VOOV โ€” 5.0% ($6.08M)VEU โ€” 4.7% ($5.68M)BND โ€” 3.4% ($4.19M)IJS โ€” 2.8% ($3.43M)EEM โ€” 2.5% ($2.99M)EFA โ€” 2.4% ($2.92M)Other โ€” 33.5% ($40.67M)
67%in top 10
  • SPY18.0%
  • VTI11.0%
  • QQQ8.5%
  • VB8.1%
  • VOOV5.0%
  • VEU4.7%
  • BND3.4%
  • IJS2.8%
  • EEM2.5%
  • EFA2.4%
  • Other33.5%

Portfolio changes

What the fund actually did

Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.

New buys
23
SPYSTATE STR SPDR S&P 500 ETF T16.7%
QQQINVESCO QQQ TR7.9%
IJSISHARES TR2.6%
PSIINVESCO EXCHANGE TRADED FD T1.8%
+19 opened
Added to
22
EEMISHARES TR+305.1%
EFAISHARES TR+158.9%
BNDVANGUARD BD INDEX FDS+21.2%
VTIVANGUARD INDEX FDS+5.5%
+18 more
Trimmed
5
BILSPDR SERIES TRUST-91.9%
BCIABRDN ETFS-3.7%
HYLSFIRST TR EXCHANGE-TRADED FD-1.4%
BNDXVANGUARD CHARLOTTE FDS-0.7%
+1 more

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Source filings

Holdings on this page are parsed from Ramiah Investment Groupโ€™s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1566307). View Ramiah Investment Groupโ€™s 13F filings on SEC

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