StockDriftsStockDriftsTop 50 Ria Advisory Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFUS | DIMENSIONAL ETF TRUST | 16.01% | 681.4K | $56.6M | +5984.04%(+670.21K) | $82.37(+1.22%) | 2026-09-30 | |
| SGOV | ISHARES TR | 9.22% | 323.5K | $32.6M | -22.43%(-93.55K) | $100.53(+0.06%) | 2026-09-30 | |
| QQQ | INVESCO QQQ TR | 8.66% | 41.3K | $30.6M | -35.60%(-22.86K) | $521.54(+37.74%) | 2026-09-30 | |
| BIL | SPDR SERIES TRUST | 5.88% | 226.8K | $20.8M | +1.90%(+4.22K) | $91.65(-0.09%) | 2026-09-30 | |
| SLV | ISHARES SILVER TR | 4.4% | 285.3K | $15.6M | +1.41%(+3.96K) | $25.76(+100.05%) | 2026-09-30 | |
| PSLV | SPROTT ASSET MANAGEMENT LP | 2.52% | 459.4K | $8.9M | +0.82%(+3.72K) | $20.37(-9.30%) | 2026-09-30 | |
| KOD | KODIAK SCIENCES INC | 2.26% | 84.3K | $8.0M | -3.32%(-2.90K) | $5.46(+1574.53%) | 2026-09-30 | |
| AIRR | FIRST TR EXCHANGE TRADED FD | 2.15% | 73.4K | $7.6M | -22.94%(-21.85K) | $118.77(-16.83%) | 2026-09-30 | |
| KO | COCA COLA CO | 2.06% | 84.6K | $7.3M | -22.62%(-24.74K) | $63.43(+47.28%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 1.81% | 12.5K | $6.4M | -33.74%(-6.36K) | $394.00(+35.41%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (14 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +9.93% | +32.86% | — | — | +38.67% |
| Top 20 Holdings Unweighted | +16.04% | +56.27% | — | — | +66.14% |
Ria Advisory Group LLC reports $353.32M in US-listed equity holdings across 134 positions in its most recent 13F filing. Its largest disclosed positions are DFUS (16.0%), SGOV (9.2%) and QQQ (8.7%). The top 20 holdings account for 69.07% of reported assets. Its disclosed equity book has returned +32.86% on a three-year cumulative basis. Figures reflect the Q3 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 Ria Advisory Group LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1958384). View Ria Advisory Group LLC’s 13F filings on SEC