Filed: 5/29/2026ACC: 0001566307-26-000019
📋 What this filing means
RAMIAH INVESTMENT GROUP filed this quarterly 13F‑HR report disclosing 78 equity positions with a total reported market value of $94.73M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
78
Positions
$94.73M
Total AUM (reported)
1.34M
Total Shares
Allocation by class
COM$22.38M23.6%
TR UNIT$13.10M13.8%
UNIT SER 1$13.06M13.8%
S&P 500 GRWT ETF$10.24M10.8%
UT SER 1$3.63M3.8%
S&P 500 VAL ETF$3.13M3.3%
U.S. REAL ES ETF$2.94M3.1%
Portfolio Concentration
Top 3$36.40M38.4%
4–10$18.47M19.5%
11–25$19.20M20.3%
Rest$20.66M21.8%
Top 3 weight
38.4%
Top 10 weight
57.9%
Voting Authority Distribution
Total shares with voting rights: 1.34M
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
1.34M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole78
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings78
Rows:
SPDR S&P 500 ETF TR
SOLEShares42.48K
TypeSH
Market value$13.10M
13.83%
Sole
0.00
Shared
0.00
None
42.48K
INVESCO QQQ TR
SOLEShares52.75K
TypeSH
Market value$13.06M
13.79%
Sole
0.00
Shared
0.00
None
52.75K
ISHARES TR
SOLEShares49.37K
TypeSH
Market value$10.24M
10.81%
Sole
0.00
Shared
0.00
None
49.37K
SPDR DOW JONES INDL AVERAGE
SOLEShares14.07K
TypeSH
Market value$3.63M
3.83%
Sole
0.00
Shared
0.00
None
14.07K
ISHARES TR
SOLEShares28.96K
TypeSH
Market value$3.13M
3.31%
Sole
0.00
Shared
0.00
None
28.96K
ISHARES TR
SOLEShares37.36K
TypeSH
Market value$2.94M
3.11%
Sole
0.00
Shared
0.00
None
37.36K
VANGUARD BD INDEX FDS
SOLEShares27.57K
TypeSH
Market value$2.44M
2.57%
Sole
0.00
Shared
0.00
None
27.57K
VANGUARD INTL EQUITY INDEX F
SOLEShares45.92K
TypeSH
Market value$2.19M
2.31%
Sole
0.00
Shared
0.00
None
45.92K
ISHARES TR
SOLEShares17.76K
TypeSH
Market value$2.10M
2.22%
Sole
0.00
Shared
0.00
None
17.76K
INVESCO EXCHANGE TRADED FD T
SOLEShares30.32K
TypeSH
Market value$2.04M
2.16%
Sole
0.00
Shared
0.00
None
30.32K
ISHARES TR
SOLEShares24.82K
TypeSH
Market value$2.03M
2.14%
Sole
0.00
Shared
0.00
None
24.82K
VANGUARD INDEX FDS
SOLEShares11.68K
TypeSH
Market value$1.83M
1.93%
Sole
0.00
Shared
0.00
None
11.68K
VANGUARD INDEX FDS
SOLEShares9.07K
TypeSH
Market value$1.32M
1.40%
Sole
0.00
Shared
0.00
None
9.07K
VANGUARD SCOTTSDALE FDS
SOLEShares13.69K
TypeSH
Market value$1.30M
1.37%
Sole
0.00
Shared
0.00
None
13.69K
NVIDIA CORPORATION
SOLEShares3.37K
TypeSH
Market value$1.28M
1.35%
Sole
0.00
Shared
0.00
None
3.37K
REGENERON PHARMACEUTICALS
SOLEShares2.01K
TypeSH
Market value$1.25M
1.32%
Sole
0.00
Shared
0.00
None
2.01K
VERTEX PHARMACEUTICALS INC
SOLEShares4.18K
TypeSH
Market value$1.21M
1.28%
Sole
0.00
Shared
0.00
None
4.18K
ISHARES TR
SOLEShares8.39K
TypeSH
Market value$1.20M
1.27%
Sole
0.00
Shared
0.00
None
8.39K
MARKETAXESS HLDGS INC
SOLEShares2.29K
TypeSH
Market value$1.14M
1.21%
Sole
0.00
Shared
0.00
None
2.29K
FORTINET INC
SOLEShares8.33K
TypeSH
Market value$1.14M
1.21%
Sole
0.00
Shared
0.00
None
8.33K
NEWMONT CORP
SOLEShares18.41K
TypeSH
Market value$1.14M
1.20%
Sole
0.00
Shared
0.00
None
18.41K
SCHWAB STRATEGIC TR
SOLEShares32.13K
TypeSH
Market value$1.13M
1.19%
Sole
0.00
Shared
0.00
None
32.13K
VANGUARD SCOTTSDALE FDS
SOLEShares13.37K
TypeSH
Market value$1.11M
1.17%
Sole
0.00
Shared
0.00
None
13.37K
ADVANCED MICRO DEVICES INC
SOLEShares20.79K
TypeSH
Market value$1.09M
1.15%
Sole
0.00
Shared
0.00
None
20.79K
PIMCO ETF TR
SOLEShares9.10K
TypeSH
Market value$1.02M
1.07%
Sole
0.00
Shared
0.00
None
9.10K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR S&P 500 ETF TRSOLE | TR UNIT | 42.48K | SH | $13.10M 13.83% | 0.00 | 0.00 | 42.48K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 52.75K | SH | $13.06M 13.79% | 0.00 | 0.00 | 52.75K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 49.37K | SH | $10.24M 10.81% | 0.00 | 0.00 | 49.37K |
SPDR DOW JONES INDL AVERAGESOLE | UT SER 1 | 14.07K | SH | $3.63M 3.83% | 0.00 | 0.00 | 14.07K |
ISHARES TRSOLE | S&P 500 VAL ETF | 28.96K | SH | $3.13M 3.31% | 0.00 | 0.00 | 28.96K |
ISHARES TRSOLE | U.S. REAL ES ETF | 37.36K | SH | $2.94M 3.11% | 0.00 | 0.00 | 37.36K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 27.57K | SH | $2.44M 2.57% | 0.00 | 0.00 | 27.57K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 45.92K | SH | $2.19M 2.31% | 0.00 | 0.00 | 45.92K |
ISHARES TRSOLE | CORE US AGGBD ET | 17.76K | SH | $2.10M 2.22% | 0.00 | 0.00 | 17.76K |
INVESCO EXCHANGE TRADED FD TSOLE | DWA MOMENTUM | 30.32K | SH | $2.04M 2.16% | 0.00 | 0.00 | 30.32K |
ISHARES TRSOLE | IBOXX HI YD ETF | 24.82K | SH | $2.03M 2.14% | 0.00 | 0.00 | 24.82K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 11.68K | SH | $1.83M 1.93% | 0.00 | 0.00 | 11.68K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 9.07K | SH | $1.32M 1.40% | 0.00 | 0.00 | 9.07K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 13.69K | SH | $1.30M 1.37% | 0.00 | 0.00 | 13.69K |
NVIDIA CORPORATIONSOLE | COM | 3.37K | SH | $1.28M 1.35% | 0.00 | 0.00 | 3.37K |
REGENERON PHARMACEUTICALSSOLE | COM | 2.01K | SH | $1.25M 1.32% | 0.00 | 0.00 | 2.01K |
VERTEX PHARMACEUTICALS INCSOLE | COM | 4.18K | SH | $1.21M 1.28% | 0.00 | 0.00 | 4.18K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 8.39K | SH | $1.20M 1.27% | 0.00 | 0.00 | 8.39K |
MARKETAXESS HLDGS INCSOLE | COM | 2.29K | SH | $1.14M 1.21% | 0.00 | 0.00 | 2.29K |
FORTINET INCSOLE | COM | 8.33K | SH | $1.14M 1.21% | 0.00 | 0.00 | 8.33K |
NEWMONT CORPSOLE | COM | 18.41K | SH | $1.14M 1.20% | 0.00 | 0.00 | 18.41K |
SCHWAB STRATEGIC TRSOLE | US REIT ETF | 32.13K | SH | $1.13M 1.19% | 0.00 | 0.00 | 32.13K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 13.37K | SH | $1.11M 1.17% | 0.00 | 0.00 | 13.37K |
ADVANCED MICRO DEVICES INCSOLE | COM | 20.79K | SH | $1.09M 1.15% | 0.00 | 0.00 | 20.79K |
PIMCO ETF TRSOLE | ACTIVE BD ETF | 9.10K | SH | $1.02M 1.07% | 0.00 | 0.00 | 9.10K |
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