Filed: 5/27/2026ACC: 0001566307-26-000015
๐ What this filing means
RAMIAH INVESTMENT GROUP filed this quarterly 13FโHR report disclosing 72 equity positions with a total reported market value of $101.28M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
72
Positions
$101.28M
Total AUM (reported)
1.36M
Total Shares
Allocation by class
UNIT SER 1$13.42M13.2%
TR UNIT$11.59M11.4%
COM$11.49M11.3%
S&P 500 GRWT ETF$8.39M8.3%
UT SER 1$8.33M8.2%
U.S. REAL ES ETF$7.61M7.5%
S&P 500 VAL ETF$6.07M6.0%
Portfolio Concentration
Top 3$33.39M33.0%
4โ10$32.84M32.4%
11โ25$17.91M17.7%
Rest$17.14M16.9%
Top 3 weight
33.0%
Top 10 weight
65.4%
Voting Authority Distribution
Total shares with voting rights: 1.36M
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
1.36M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole72
Shared0
Other0
Dominant voting typeNone ยท 100.0% of voting shares
Institutional Holdings72
Rows:
INVESCO QQQ TR
SOLEShares63.12K
TypeSH
Market value$13.42M
13.25%
Sole
0.00
Shared
0.00
None
63.12K
SPDR S&P 500 ETF TR
SOLEShares36.01K
TypeSH
Market value$11.59M
11.44%
Sole
0.00
Shared
0.00
None
36.01K
ISHARES TR
SOLEShares43.30K
TypeSH
Market value$8.39M
8.28%
Sole
0.00
Shared
0.00
None
43.30K
SPDR DOW JONES INDL AVRG ETF
SOLEShares29.21K
TypeSH
Market value$8.33M
8.22%
Sole
0.00
Shared
0.00
None
29.21K
ISHARES TR
SOLEShares81.71K
TypeSH
Market value$7.61M
7.51%
Sole
0.00
Shared
0.00
None
81.71K
ISHARES TR
SOLEShares46.69K
TypeSH
Market value$6.07M
6.00%
Sole
0.00
Shared
0.00
None
46.69K
ISHARES TR
SOLEShares22.66K
TypeSH
Market value$3.75M
3.71%
Sole
0.00
Shared
0.00
None
22.66K
VANGUARD BD INDEX FD INC
SOLEShares28.81K
TypeSH
Market value$2.42M
2.39%
Sole
0.00
Shared
0.00
None
28.81K
VANGUARD INTL EQUITY INDEX F
SOLEShares44.48K
TypeSH
Market value$2.39M
2.36%
Sole
0.00
Shared
0.00
None
44.48K
INVESCO EXCHANGE TRADED FD T
SOLEShares35.30K
TypeSH
Market value$2.27M
2.24%
Sole
0.00
Shared
0.00
None
35.30K
ISHARES TR
SOLEShares18.72K
TypeSH
Market value$2.10M
2.08%
Sole
0.00
Shared
0.00
None
18.72K
VANGUARD INDEX FDS
SOLEShares12.23K
TypeSH
Market value$2.00M
1.98%
Sole
0.00
Shared
0.00
None
12.23K
ISHARES TR
SOLEShares22.08K
TypeSH
Market value$1.94M
1.92%
Sole
0.00
Shared
0.00
None
22.08K
VANGUARD INDEX FDS
SOLEShares8.64K
TypeSH
Market value$1.43M
1.41%
Sole
0.00
Shared
0.00
None
8.64K
VANGUARD SCOTTSDALE FDS
SOLEShares14.62K
TypeSH
Market value$1.34M
1.32%
Sole
0.00
Shared
0.00
None
14.62K
VANGUARD INDEX FDS
SOLEShares13.27K
TypeSH
Market value$1.23M
1.22%
Sole
0.00
Shared
0.00
None
13.27K
VANGUARD SCOTTSDALE FDS
SOLEShares13.36K
TypeSH
Market value$1.08M
1.07%
Sole
0.00
Shared
0.00
None
13.36K
PIMCO ETF TR
SOLEShares9.49K
TypeSH
Market value$1.02M
1.01%
Sole
0.00
Shared
0.00
None
9.49K
ISHARES TR
SOLEShares4.33K
TypeSH
Market value$1.01M
0.99%
Sole
0.00
Shared
0.00
None
4.33K
TRUIST FINL CORP
SOLEShares16.50K
TypeSH
Market value$929.1K
0.92%
Sole
0.00
Shared
0.00
None
16.50K
ISHARES TR
SOLEShares5.46K
TypeSH
Market value$915.1K
0.90%
Sole
0.00
Shared
0.00
None
5.46K
ISHARES TR
SOLEShares4.08K
TypeSH
Market value$880.4K
0.87%
Sole
0.00
Shared
0.00
None
4.08K
ISHARES TR
SOLEShares6.30K
TypeSH
Market value$868.3K
0.86%
Sole
0.00
Shared
0.00
None
6.30K
ABERDEEN STD INVTS ETFS
SOLEShares25.94K
TypeSH
Market value$588.2K
0.58%
Sole
0.00
Shared
0.00
None
25.94K
SYNOPSYS INC
SOLEShares4.11K
TypeSH
Market value$572.5K
0.57%
Sole
0.00
Shared
0.00
None
4.11K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
INVESCO QQQ TRSOLE | UNIT SER 1 | 63.12K | SH | $13.42M 13.25% | 0.00 | 0.00 | 63.12K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 36.01K | SH | $11.59M 11.44% | 0.00 | 0.00 | 36.01K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 43.30K | SH | $8.39M 8.28% | 0.00 | 0.00 | 43.30K |
SPDR DOW JONES INDL AVRG ETFSOLE | UT SER 1 | 29.21K | SH | $8.33M 8.22% | 0.00 | 0.00 | 29.21K |
ISHARES TRSOLE | U.S. REAL ES ETF | 81.71K | SH | $7.61M 7.51% | 0.00 | 0.00 | 81.71K |
ISHARES TRSOLE | S&P 500 VAL ETF | 46.69K | SH | $6.07M 6.00% | 0.00 | 0.00 | 46.69K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 22.66K | SH | $3.75M 3.71% | 0.00 | 0.00 | 22.66K |
VANGUARD BD INDEX FD INCSOLE | TOTAL BND MRKT | 28.81K | SH | $2.42M 2.39% | 0.00 | 0.00 | 28.81K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 44.48K | SH | $2.39M 2.36% | 0.00 | 0.00 | 44.48K |
INVESCO EXCHANGE TRADED FD TSOLE | DWA MOMENTUM | 35.30K | SH | $2.27M 2.24% | 0.00 | 0.00 | 35.30K |
ISHARES TRSOLE | CORE US AGGBD ET | 18.72K | SH | $2.10M 2.08% | 0.00 | 0.00 | 18.72K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 12.23K | SH | $2.00M 1.98% | 0.00 | 0.00 | 12.23K |
ISHARES TRSOLE | IBOXX HI YD ETF | 22.08K | SH | $1.94M 1.92% | 0.00 | 0.00 | 22.08K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 8.64K | SH | $1.43M 1.41% | 0.00 | 0.00 | 8.64K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 14.62K | SH | $1.34M 1.32% | 0.00 | 0.00 | 14.62K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 13.27K | SH | $1.23M 1.22% | 0.00 | 0.00 | 13.27K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 13.36K | SH | $1.08M 1.07% | 0.00 | 0.00 | 13.36K |
PIMCO ETF TRSOLE | ACTIVE BD ETF | 9.49K | SH | $1.02M 1.01% | 0.00 | 0.00 | 9.49K |
ISHARES TRSOLE | U.S. TECH ETF | 4.33K | SH | $1.01M 0.99% | 0.00 | 0.00 | 4.33K |
TRUIST FINL CORPSOLE | COM | 16.50K | SH | $929.1K 0.92% | 0.00 | 0.00 | 16.50K |
ISHARES TRSOLE | US INDUSTRIALS | 5.46K | SH | $915.1K 0.90% | 0.00 | 0.00 | 5.46K |
ISHARES TRSOLE | US HLTHCARE ETF | 4.08K | SH | $880.4K 0.87% | 0.00 | 0.00 | 4.08K |
ISHARES TRSOLE | U.S. FINLS ETF | 6.30K | SH | $868.3K 0.86% | 0.00 | 0.00 | 6.30K |
ABERDEEN STD INVTS ETFSSOLE | BBRG ALL COMD K1 | 25.94K | SH | $588.2K 0.58% | 0.00 | 0.00 | 25.94K |
SYNOPSYS INCSOLE | COM | 4.11K | SH | $572.5K 0.57% | 0.00 | 0.00 | 4.11K |
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