StockDriftsStockDriftsTop 50 Retirement Investment Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTV | VANGUARD INDEX FDS | 22.24% | 1.42M | $312.0M | +3.37%(+46.40K) | $150.13(+51.54%) | 2026-06-30 | |
| VUG | VANGUARD INDEX FDS | 20.44% | 3.33M | $286.6M | +5.24%(+165.78K) | $46.03(+93.76%) | 2026-06-30 | |
| IEFA | ISHARES TR | 14.71% | 2.15M | $206.3M | +2.87%(+59.76K) | $68.98(+46.88%) | 2026-06-30 | |
| BIV | VANGUARD BD INDEX FDS | 9.85% | 1.83M | $138.2M | +6.33%(+108.64K) | $75.46(+0.10%) | 2026-06-30 | |
| IEMG | ISHARES INC | 7.74% | 1.38M | $108.6M | -0.09%(-1.28K) | $50.25(+64.44%) | 2026-06-30 | |
| VBR | VANGUARD INDEX FDS | 6.87% | 398.4K | $96.3M | +1.13%(+4.46K) | $170.67(+46.77%) | 2026-06-30 | |
| MUB | ISHARES TR | 4.14% | 543.0K | $58.0M | +28.04%(+118.92K) | $106.16(-0.40%) | 2026-06-30 | |
| BNDX | VANGUARD CHARLOTTE FDS | 3.63% | 1.06M | $51.0M | +6.84%(+68.13K) | $48.63(-1.93%) | 2026-06-30 | |
| EMB | BLACKROCK ETF TRUST | 2.1% | 308.5K | $29.4M | +5.87%(+17.09K) | $87.48(+8.43%) | 2026-06-30 | |
| VBK | VANGUARD INDEX FDS | 1.8% | 72.2K | $25.2M | +15.35%(+9.61K) | $244.53(+49.85%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (13 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.01% | +40.52% | — | — | +48.68% |
| Top 20 Holdings Unweighted | +9.82% | +32.43% | — | — | +36.87% |
Retirement Investment Advisors, Inc. reports $1.40B in US-listed equity holdings across 66 positions in its most recent 13F filing. Its largest disclosed positions are VTV (22.2%), VUG (20.4%) and IEFA (14.7%). The top 20 holdings account for 97.72% of reported assets. Its disclosed equity book has returned +40.52% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Retirement Investment Advisors, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1957886). View Retirement Investment Advisors, Inc.’s 13F filings on SEC