Filed: 5/29/2026ACC: 0001566307-26-000017
📋 What this filing means
RAMIAH INVESTMENT GROUP filed this quarterly 13F‑HR report disclosing 73 equity positions with a total reported market value of $56.36M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
73
Positions
$56.36M
Total AUM (reported)
1.05M
Total Shares
Allocation by class
COM$10.76M19.1%
TR UNIT$5.86M10.4%
UNIT SER 1$4.30M7.6%
S&P 500 GRWT ETF$3.34M5.9%
UT SER 1$3.33M5.9%
S&P 500 VAL ETF$2.98M5.3%
U.S. REAL ES ETF$2.75M4.9%
Portfolio Concentration
Top 3$13.49M23.9%
4–10$16.92M30.0%
11–25$12.41M22.0%
Rest$13.53M24.0%
Top 3 weight
23.9%
Top 10 weight
54.0%
Voting Authority Distribution
Total shares with voting rights: 1.05M
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
1.05M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole73
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings73
Rows:
SPDR S&P 500 ETF TR
SOLEShares22.73K
TypeSH
Market value$5.86M
10.40%
Sole
0.00
Shared
0.00
None
22.73K
INVESCO QQQ TR
SOLEShares22.56K
TypeSH
Market value$4.30M
7.62%
Sole
0.00
Shared
0.00
None
22.56K
ISHARES TR
SOLEShares20.24K
TypeSH
Market value$3.34M
5.93%
Sole
0.00
Shared
0.00
None
20.24K
SPDR DOW JONES INDL AVRG ETF
SOLEShares15.17K
TypeSH
Market value$3.33M
5.90%
Sole
0.00
Shared
0.00
None
15.17K
ISHARES TR
SOLEShares30.96K
TypeSH
Market value$2.98M
5.29%
Sole
0.00
Shared
0.00
None
30.96K
ISHARES TR
SOLEShares39.54K
TypeSH
Market value$2.75M
4.88%
Sole
0.00
Shared
0.00
None
39.54K
VANGUARD BD INDEX FDS
SOLEShares26.82K
TypeSH
Market value$2.29M
4.06%
Sole
0.00
Shared
0.00
None
26.82K
ISHARES TR
SOLEShares16.50K
TypeSH
Market value$1.90M
3.38%
Sole
0.00
Shared
0.00
None
16.50K
VANGUARD INTL EQUITY INDEX F
SOLEShares45.26K
TypeSH
Market value$1.86M
3.29%
Sole
0.00
Shared
0.00
None
45.26K
INVESCO EXCHANGE TRADED FD T
SOLEShares33.65K
TypeSH
Market value$1.82M
3.22%
Sole
0.00
Shared
0.00
None
33.65K
ISHARES TR
SOLEShares21.95K
TypeSH
Market value$1.69M
3.00%
Sole
0.00
Shared
0.00
None
21.95K
VANGUARD INDEX FDS
SOLEShares12.61K
TypeSH
Market value$1.62M
2.88%
Sole
0.00
Shared
0.00
None
12.61K
VANGUARD SCOTTSDALE FDS
SOLEShares13.93K
TypeSH
Market value$1.21M
2.15%
Sole
0.00
Shared
0.00
None
13.93K
VANGUARD SCOTTSDALE FDS
SOLEShares13.08K
TypeSH
Market value$1.03M
1.84%
Sole
0.00
Shared
0.00
None
13.08K
VANGUARD INDEX FDS
SOLEShares8.50K
TypeSH
Market value$981.0K
1.74%
Sole
0.00
Shared
0.00
None
8.50K
PIMCO ETF TR
SOLEShares9.08K
TypeSH
Market value$963.8K
1.71%
Sole
0.00
Shared
0.00
None
9.08K
VANGUARD INDEX FDS
SOLEShares13.12K
TypeSH
Market value$916.7K
1.63%
Sole
0.00
Shared
0.00
None
13.12K
VANGUARD BD INDEX FDS
SOLEShares6.32K
TypeSH
Market value$564.1K
1.00%
Sole
0.00
Shared
0.00
None
6.32K
VANGUARD SCOTTSDALE FDS
SOLEShares7.72K
TypeSH
Market value$544.9K
0.97%
Sole
0.00
Shared
0.00
None
7.72K
VANGUARD CHARLOTTE FDS
SOLEShares9.23K
TypeSH
Market value$519.2K
0.92%
Sole
0.00
Shared
0.00
None
9.23K
VERTEX PHARMACEUTICALS INC
SOLEShares2.15K
TypeSH
Market value$511.8K
0.91%
Sole
0.00
Shared
0.00
None
2.15K
ABERDEEN STD INVTS ETFS
SOLEShares26.63K
TypeSH
Market value$464.7K
0.82%
Sole
0.00
Shared
0.00
None
26.63K
CADENCE DESIGN SYSTEM INC
SOLEShares7.02K
TypeSH
Market value$463.3K
0.82%
Sole
0.00
Shared
0.00
None
7.02K
ELECTRONIC ARTS INC
SOLEShares4.57K
TypeSH
Market value$457.7K
0.81%
Sole
0.00
Shared
0.00
None
4.57K
ADOBE INC
SOLEShares1.43K
TypeSH
Market value$456.0K
0.81%
Sole
0.00
Shared
0.00
None
1.43K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR S&P 500 ETF TRSOLE | TR UNIT | 22.73K | SH | $5.86M 10.40% | 0.00 | 0.00 | 22.73K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 22.56K | SH | $4.30M 7.62% | 0.00 | 0.00 | 22.56K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 20.24K | SH | $3.34M 5.93% | 0.00 | 0.00 | 20.24K |
SPDR DOW JONES INDL AVRG ETFSOLE | UT SER 1 | 15.17K | SH | $3.33M 5.90% | 0.00 | 0.00 | 15.17K |
ISHARES TRSOLE | S&P 500 VAL ETF | 30.96K | SH | $2.98M 5.29% | 0.00 | 0.00 | 30.96K |
ISHARES TRSOLE | U.S. REAL ES ETF | 39.54K | SH | $2.75M 4.88% | 0.00 | 0.00 | 39.54K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 26.82K | SH | $2.29M 4.06% | 0.00 | 0.00 | 26.82K |
ISHARES TRSOLE | CORE US AGGBD ET | 16.50K | SH | $1.90M 3.38% | 0.00 | 0.00 | 16.50K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 45.26K | SH | $1.86M 3.29% | 0.00 | 0.00 | 45.26K |
INVESCO EXCHANGE TRADED FD TSOLE | DWA MOMENTUM | 33.65K | SH | $1.82M 3.22% | 0.00 | 0.00 | 33.65K |
ISHARES TRSOLE | IBOXX HI YD ETF | 21.95K | SH | $1.69M 3.00% | 0.00 | 0.00 | 21.95K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 12.61K | SH | $1.62M 2.88% | 0.00 | 0.00 | 12.61K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 13.93K | SH | $1.21M 2.15% | 0.00 | 0.00 | 13.93K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 13.08K | SH | $1.03M 1.84% | 0.00 | 0.00 | 13.08K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 8.50K | SH | $981.0K 1.74% | 0.00 | 0.00 | 8.50K |
PIMCO ETF TRSOLE | ACTIVE BD ETF | 9.08K | SH | $963.8K 1.71% | 0.00 | 0.00 | 9.08K |
VANGUARD INDEX FDSSOLE | REAL ESTATE ETF | 13.12K | SH | $916.7K 1.63% | 0.00 | 0.00 | 13.12K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 6.32K | SH | $564.1K 1.00% | 0.00 | 0.00 | 6.32K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 7.72K | SH | $544.9K 0.97% | 0.00 | 0.00 | 7.72K |
VANGUARD CHARLOTTE FDSSOLE | INTL BD IDX ETF | 9.23K | SH | $519.2K 0.92% | 0.00 | 0.00 | 9.23K |
VERTEX PHARMACEUTICALS INCSOLE | COM | 2.15K | SH | $511.8K 0.91% | 0.00 | 0.00 | 2.15K |
ABERDEEN STD INVTS ETFSSOLE | BBRG ALL COMD K1 | 26.63K | SH | $464.7K 0.82% | 0.00 | 0.00 | 26.63K |
CADENCE DESIGN SYSTEM INCSOLE | COM | 7.02K | SH | $463.3K 0.82% | 0.00 | 0.00 | 7.02K |
ELECTRONIC ARTS INCSOLE | COM | 4.57K | SH | $457.7K 0.81% | 0.00 | 0.00 | 4.57K |
ADOBE INCSOLE | COM | 1.43K | SH | $456.0K 0.81% | 0.00 | 0.00 | 1.43K |
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