Filed: 4/21/2026ACC: 0001566307-26-000003
๐ What this filing means
RAMIAH INVESTMENT GROUP filed this quarterly 13FโHR report disclosing 32 equity positions with a total reported market value of $99.48M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
32
Positions
$99.48M
Total AUM (reported)
1.29M
Total Shares
Allocation by class
STATE STREET SPD$22.88M23.0%
S&P500 EQL WGT$14.45M14.5%
TOTAL STK MKT$11.00M11.1%
SMALL CP ETF$8.28M8.3%
NASDAQ 100 EQ WT$6.41M6.4%
500 VAL IDX FD$5.28M5.3%
ALLWRLD EX US$4.80M4.8%
Portfolio Concentration
Top 3$48.33M48.6%
4โ10$32.55M32.7%
11โ25$15.85M15.9%
Rest$2.75M2.8%
Top 3 weight
48.6%
Top 10 weight
81.3%
Voting Authority Distribution
Total shares with voting rights: 1.29M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.29M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole32
Shared0
Other0
Dominant voting typeNone ยท 100.0% of voting shares
Institutional Holdings32
Rows:
SPDR SERIES TRUST
SOLEShares249.66K
TypeSH
Market value$22.88M
23.00%
Sole
0.00
Shared
0.00
None
249.66K
INVESCO EXCHANGE TRADED FD T
SOLEShares75.29K
TypeSH
Market value$14.45M
14.53%
Sole
0.00
Shared
0.00
None
75.29K
VANGUARD INDEX FDS
SOLEShares34.28K
TypeSH
Market value$11.00M
11.06%
Sole
0.00
Shared
0.00
None
34.28K
VANGUARD INDEX FDS
SOLEShares31.60K
TypeSH
Market value$8.28M
8.32%
Sole
0.00
Shared
0.00
None
31.60K
DIREXION SHARES ETF TRUST
SOLEShares65.07K
TypeSH
Market value$6.41M
6.45%
Sole
0.00
Shared
0.00
None
65.07K
VANGUARD ADMIRAL FDS INC
SOLEShares25.89K
TypeSH
Market value$5.28M
5.30%
Sole
0.00
Shared
0.00
None
25.89K
VANGUARD INTL EQUITY INDEX F
SOLEShares63.87K
TypeSH
Market value$4.80M
4.82%
Sole
0.00
Shared
0.00
None
63.87K
VANGUARD BD INDEX FDS
SOLEShares47.08K
TypeSH
Market value$3.47M
3.49%
Sole
0.00
Shared
0.00
None
47.08K
SCHWAB STRATEGIC TR
SOLEShares103.51K
TypeSH
Market value$2.22M
2.24%
Sole
0.00
Shared
0.00
None
103.51K
VANGUARD SCOTTSDALE FDS
SOLEShares25.39K
TypeSH
Market value$2.10M
2.11%
Sole
0.00
Shared
0.00
None
25.39K
ISHARES TR
SOLEShares25.24K
TypeSH
Market value$2.01M
2.02%
Sole
0.00
Shared
0.00
None
25.24K
ABRDN ETFS
SOLEShares75.75K
TypeSH
Market value$1.84M
1.85%
Sole
0.00
Shared
0.00
None
75.75K
ISHARES TR
SOLEShares11.53K
TypeSH
Market value$1.63M
1.64%
Sole
0.00
Shared
0.00
None
11.53K
VANGUARD SCOTTSDALE FDS
SOLEShares19.24K
TypeSH
Market value$1.53M
1.53%
Sole
0.00
Shared
0.00
None
19.24K
VANGUARD SCOTTSDALE FDS
SOLEShares20.32K
TypeSH
Market value$1.21M
1.22%
Sole
0.00
Shared
0.00
None
20.32K
PIMCO ETF TR
SOLEShares12.63K
TypeSH
Market value$1.17M
1.17%
Sole
0.00
Shared
0.00
None
12.63K
ISHARES TR
SOLEShares11.09K
TypeSH
Market value$1.12M
1.12%
Sole
0.00
Shared
0.00
None
11.09K
ISHARES TR
SOLEShares10.86K
TypeSH
Market value$1.05M
1.06%
Sole
0.00
Shared
0.00
None
10.86K
VANGUARD WORLD FD
SOLEShares11.50K
TypeSH
Market value$824.9K
0.83%
Sole
0.00
Shared
0.00
None
11.50K
DOUBLELINE INCOME SOLUTIONS
SOLEShares57.55K
TypeSH
Market value$623.3K
0.63%
Sole
0.00
Shared
0.00
None
57.55K
FIRST TR EXCHANGE-TRADED FD
SOLEShares15.12K
TypeSH
Market value$613.6K
0.62%
Sole
0.00
Shared
0.00
None
15.12K
ISHARES TR
SOLEShares10.80K
TypeSH
Market value$613.5K
0.62%
Sole
0.00
Shared
0.00
None
10.80K
INVESCO EXCH TRD SLF IDX FD
SOLEShares28.18K
TypeSH
Market value$553.1K
0.56%
Sole
0.00
Shared
0.00
None
28.18K
VANGUARD CHARLOTTE FDS
SOLEShares11.21K
TypeSH
Market value$538.5K
0.54%
Sole
0.00
Shared
0.00
None
11.21K
PIMCO DYNAMIC INCOME FD
SOLEShares31.02K
TypeSH
Market value$530.8K
0.53%
Sole
0.00
Shared
0.00
None
31.02K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR SERIES TRUSTSOLE | STATE STREET SPD | 249.66K | SH | $22.88M 23.00% | 0.00 | 0.00 | 249.66K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 75.29K | SH | $14.45M 14.53% | 0.00 | 0.00 | 75.29K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 34.28K | SH | $11.00M 11.06% | 0.00 | 0.00 | 34.28K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 31.60K | SH | $8.28M 8.32% | 0.00 | 0.00 | 31.60K |
DIREXION SHARES ETF TRUSTSOLE | NASDAQ 100 EQ WT | 65.07K | SH | $6.41M 6.45% | 0.00 | 0.00 | 65.07K |
VANGUARD ADMIRAL FDS INCSOLE | 500 VAL IDX FD | 25.89K | SH | $5.28M 5.30% | 0.00 | 0.00 | 25.89K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 63.87K | SH | $4.80M 4.82% | 0.00 | 0.00 | 63.87K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 47.08K | SH | $3.47M 3.49% | 0.00 | 0.00 | 47.08K |
SCHWAB STRATEGIC TRSOLE | US REIT ETF | 103.51K | SH | $2.22M 2.24% | 0.00 | 0.00 | 103.51K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 25.39K | SH | $2.10M 2.11% | 0.00 | 0.00 | 25.39K |
ISHARES TRSOLE | IBOXX HI YD ETF | 25.24K | SH | $2.01M 2.02% | 0.00 | 0.00 | 25.24K |
ABRDN ETFSSOLE | BBRG ALL COMD K1 | 75.75K | SH | $1.84M 1.85% | 0.00 | 0.00 | 75.75K |
ISHARES TRSOLE | ESG AWR MSCI USA | 11.53K | SH | $1.63M 1.64% | 0.00 | 0.00 | 11.53K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 19.24K | SH | $1.53M 1.53% | 0.00 | 0.00 | 19.24K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 20.32K | SH | $1.21M 1.22% | 0.00 | 0.00 | 20.32K |
PIMCO ETF TRSOLE | ACTIVE BD ETF | 12.63K | SH | $1.17M 1.17% | 0.00 | 0.00 | 12.63K |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 11.09K | SH | $1.12M 1.12% | 0.00 | 0.00 | 11.09K |
ISHARES TRSOLE | MSCI EAFE ETF | 10.86K | SH | $1.05M 1.06% | 0.00 | 0.00 | 10.86K |
VANGUARD WORLD FDSOLE | ESG INTL STK ETF | 11.50K | SH | $824.9K 0.83% | 0.00 | 0.00 | 11.50K |
DOUBLELINE INCOME SOLUTIONSSOLE | COM | 57.55K | SH | $623.3K 0.63% | 0.00 | 0.00 | 57.55K |
FIRST TR EXCHANGE-TRADED FDSOLE | FIRST TR TA HIYL | 15.12K | SH | $613.6K 0.62% | 0.00 | 0.00 | 15.12K |
ISHARES TRSOLE | MSCI EMG MKT ETF | 10.80K | SH | $613.5K 0.62% | 0.00 | 0.00 | 10.80K |
INVESCO EXCH TRD SLF IDX FDSOLE | BULSHS 2027 CB | 28.18K | SH | $553.1K 0.56% | 0.00 | 0.00 | 28.18K |
VANGUARD CHARLOTTE FDSSOLE | TOTAL INT BD ETF | 11.21K | SH | $538.5K 0.54% | 0.00 | 0.00 | 11.21K |
PIMCO DYNAMIC INCOME FDSOLE | SHS | 31.02K | SH | $530.8K 0.53% | 0.00 | 0.00 | 31.02K |
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