Filed: 5/29/2026ACC: 0001566307-26-000021
๐ What this filing means
RAMIAH INVESTMENT GROUP filed this quarterly 13FโHR report disclosing 75 equity positions with a total reported market value of $103.25M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
75
Positions
$103.25M
Total AUM (reported)
1.31M
Total Shares
Allocation by class
COM$24.82M24.0%
TR UNIT$14.67M14.2%
UNIT SER 1$13.79M13.4%
S&P 500 GRWT ETF$11.82M11.5%
S&P MC 400GR ETF$11.57M11.2%
TOTAL BND MRKT$2.33M2.3%
ALLWRLD EX US$2.31M2.2%
Portfolio Concentration
Top 3$40.28M39.0%
4โ10$25.10M24.3%
11โ25$19.19M18.6%
Rest$18.68M18.1%
Top 3 weight
39.0%
Top 10 weight
63.3%
Voting Authority Distribution
Total shares with voting rights: 1.31M
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
1.31M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole75
Shared0
Other0
Dominant voting typeNone ยท 100.0% of voting shares
Institutional Holdings75
Rows:
SPDR S&P 500 ETF TR
SOLEShares43.80K
TypeSH
Market value$14.67M
14.21%
Sole
0.00
Shared
0.00
None
43.80K
INVESCO QQQ TR
SOLEShares49.62K
TypeSH
Market value$13.79M
13.35%
Sole
0.00
Shared
0.00
None
49.62K
ISHARES TR
SOLEShares51.17K
TypeSH
Market value$11.82M
11.45%
Sole
0.00
Shared
0.00
None
51.17K
ISHARES TR
SOLEShares48.37K
TypeSH
Market value$11.57M
11.21%
Sole
0.00
Shared
0.00
None
48.37K
VANGUARD BD INDEX FDS
SOLEShares26.45K
TypeSH
Market value$2.33M
2.26%
Sole
0.00
Shared
0.00
None
26.45K
VANGUARD INTL EQUITY INDEX F
SOLEShares45.84K
TypeSH
Market value$2.31M
2.24%
Sole
0.00
Shared
0.00
None
45.84K
INVESCO EXCHANGE TRADED FD T
SOLEShares30.02K
TypeSH
Market value$2.29M
2.22%
Sole
0.00
Shared
0.00
None
30.02K
ABIOMED INC
SOLEShares8.18K
TypeSH
Market value$2.27M
2.20%
Sole
0.00
Shared
0.00
None
8.18K
ISHARES TR
SOLEShares26.95K
TypeSH
Market value$2.26M
2.19%
Sole
0.00
Shared
0.00
None
26.95K
NVIDIA CORPORATION
SOLEShares3.81K
TypeSH
Market value$2.06M
2.00%
Sole
0.00
Shared
0.00
None
3.81K
ISHARES TR
SOLEShares16.80K
TypeSH
Market value$1.98M
1.92%
Sole
0.00
Shared
0.00
None
16.80K
VANGUARD INDEX FDS
SOLEShares11.38K
TypeSH
Market value$1.94M
1.88%
Sole
0.00
Shared
0.00
None
11.38K
PAYPAL HLDGS INC
SOLEShares7.57K
TypeSH
Market value$1.49M
1.44%
Sole
0.00
Shared
0.00
None
7.57K
L BRANDS INC
SOLEShares45.22K
TypeSH
Market value$1.44M
1.39%
Sole
0.00
Shared
0.00
None
45.22K
VANGUARD INDEX FDS
SOLEShares9.23K
TypeSH
Market value$1.42M
1.37%
Sole
0.00
Shared
0.00
None
9.23K
AMAZON COM INC
SOLEShares438.00
TypeSH
Market value$1.38M
1.34%
Sole
0.00
Shared
0.00
None
438.00
VANGUARD SCOTTSDALE FDS
SOLEShares13.53K
TypeSH
Market value$1.30M
1.26%
Sole
0.00
Shared
0.00
None
13.53K
ADVANCED MICRO DEVICES INC
SOLEShares14.85K
TypeSH
Market value$1.22M
1.18%
Sole
0.00
Shared
0.00
None
14.85K
APPLE INC
SOLEShares10.14K
TypeSH
Market value$1.17M
1.14%
Sole
0.00
Shared
0.00
None
10.14K
VANGUARD SCOTTSDALE FDS
SOLEShares13.65K
TypeSH
Market value$1.13M
1.10%
Sole
0.00
Shared
0.00
None
13.65K
SCHWAB STRATEGIC TR
SOLEShares31.82K
TypeSH
Market value$1.13M
1.09%
Sole
0.00
Shared
0.00
None
31.82K
PIMCO ETF TR
SOLEShares9.73K
TypeSH
Market value$1.09M
1.06%
Sole
0.00
Shared
0.00
None
9.73K
ISHARES TR
SOLEShares6.16K
TypeSH
Market value$922.3K
0.89%
Sole
0.00
Shared
0.00
None
6.16K
FIRST TR EXCHANGE-TRADED FD
SOLEShares17.53K
TypeSH
Market value$826.9K
0.80%
Sole
0.00
Shared
0.00
None
17.53K
CADENCE DESIGN SYSTEM INC
SOLEShares7.07K
TypeSH
Market value$754.0K
0.73%
Sole
0.00
Shared
0.00
None
7.07K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR S&P 500 ETF TRSOLE | TR UNIT | 43.80K | SH | $14.67M 14.21% | 0.00 | 0.00 | 43.80K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 49.62K | SH | $13.79M 13.35% | 0.00 | 0.00 | 49.62K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 51.17K | SH | $11.82M 11.45% | 0.00 | 0.00 | 51.17K |
ISHARES TRSOLE | S&P MC 400GR ETF | 48.37K | SH | $11.57M 11.21% | 0.00 | 0.00 | 48.37K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 26.45K | SH | $2.33M 2.26% | 0.00 | 0.00 | 26.45K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 45.84K | SH | $2.31M 2.24% | 0.00 | 0.00 | 45.84K |
INVESCO EXCHANGE TRADED FD TSOLE | DWA MOMENTUM | 30.02K | SH | $2.29M 2.22% | 0.00 | 0.00 | 30.02K |
ABIOMED INCSOLE | COM | 8.18K | SH | $2.27M 2.20% | 0.00 | 0.00 | 8.18K |
ISHARES TRSOLE | IBOXX HI YD ETF | 26.95K | SH | $2.26M 2.19% | 0.00 | 0.00 | 26.95K |
NVIDIA CORPORATIONSOLE | COM | 3.81K | SH | $2.06M 2.00% | 0.00 | 0.00 | 3.81K |
ISHARES TRSOLE | CORE US AGGBD ET | 16.80K | SH | $1.98M 1.92% | 0.00 | 0.00 | 16.80K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 11.38K | SH | $1.94M 1.88% | 0.00 | 0.00 | 11.38K |
PAYPAL HLDGS INCSOLE | COM | 7.57K | SH | $1.49M 1.44% | 0.00 | 0.00 | 7.57K |
L BRANDS INCSOLE | COM | 45.22K | SH | $1.44M 1.39% | 0.00 | 0.00 | 45.22K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 9.23K | SH | $1.42M 1.37% | 0.00 | 0.00 | 9.23K |
AMAZON COM INCSOLE | COM | 438.00 | SH | $1.38M 1.34% | 0.00 | 0.00 | 438.00 |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 13.53K | SH | $1.30M 1.26% | 0.00 | 0.00 | 13.53K |
ADVANCED MICRO DEVICES INCSOLE | COM | 14.85K | SH | $1.22M 1.18% | 0.00 | 0.00 | 14.85K |
APPLE INCSOLE | COM | 10.14K | SH | $1.17M 1.14% | 0.00 | 0.00 | 10.14K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 13.65K | SH | $1.13M 1.10% | 0.00 | 0.00 | 13.65K |
SCHWAB STRATEGIC TRSOLE | US REIT ETF | 31.82K | SH | $1.13M 1.09% | 0.00 | 0.00 | 31.82K |
PIMCO ETF TRSOLE | ACTIVE BD ETF | 9.73K | SH | $1.09M 1.06% | 0.00 | 0.00 | 9.73K |
ISHARES TRSOLE | RUSSELL 2000 ETF | 6.16K | SH | $922.3K 0.89% | 0.00 | 0.00 | 6.16K |
FIRST TR EXCHANGE-TRADED FDSOLE | FIRST TR TA HIYL | 17.53K | SH | $826.9K 0.80% | 0.00 | 0.00 | 17.53K |
CADENCE DESIGN SYSTEM INCSOLE | COM | 7.07K | SH | $754.0K 0.73% | 0.00 | 0.00 | 7.07K |
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