Filed: 5/29/2026ACC: 0001566307-26-000034
๐ What this filing means
RAMIAH INVESTMENT GROUP filed this quarterly 13FโHR report disclosing 61 equity positions with a total reported market value of $106.35M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
61
Positions
$106.35M
Total AUM (reported)
1.70M
Total Shares
Allocation by class
COM$15.62M14.7%
S&P500 EQL WGT$11.93M11.2%
UNIT SER 1$10.56M9.9%
TR UNIT$8.45M7.9%
TOTAL STK MKT$6.56M6.2%
ISHARES$5.93M5.6%
LATN AMER 40 ETF$5.80M5.5%
Portfolio Concentration
Top 3$30.94M29.1%
4โ10$36.74M34.6%
11โ25$18.48M17.4%
Rest$20.18M19.0%
Top 3 weight
29.1%
Top 10 weight
63.6%
Voting Authority Distribution
Total shares with voting rights: 1.70M
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
1.70M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole61
Shared0
Other0
Dominant voting typeNone ยท 100.0% of voting shares
Institutional Holdings61
Rows:
INVESCO EXCHANGE TRADED FD T
SOLEShares70.45K
TypeSH
Market value$11.93M
11.22%
Sole
0.00
Shared
0.00
None
70.45K
INVESCO QQQ TR
SOLEShares23.78K
TypeSH
Market value$10.56M
9.93%
Sole
0.00
Shared
0.00
None
23.78K
SPDR S&P 500 ETF TR
SOLEShares16.15K
TypeSH
Market value$8.45M
7.94%
Sole
0.00
Shared
0.00
None
16.15K
VANGUARD INDEX FDS
SOLEShares25.23K
TypeSH
Market value$6.56M
6.17%
Sole
0.00
Shared
0.00
None
25.23K
ISHARES SILVER TR
SOLEShares260.47K
TypeSH
Market value$5.93M
5.57%
Sole
0.00
Shared
0.00
None
260.47K
ISHARES TR
SOLEShares204.01K
TypeSH
Market value$5.80M
5.46%
Sole
0.00
Shared
0.00
None
204.01K
ISHARES INC
SOLEShares133.44K
TypeSH
Market value$5.71M
5.37%
Sole
0.00
Shared
0.00
None
133.44K
UNITED STS GASOLINE FD LP
SOLEShares76.23K
TypeSH
Market value$5.41M
5.08%
Sole
0.00
Shared
0.00
None
76.23K
VANGUARD INDEX FDS
SOLEShares21.63K
TypeSH
Market value$4.94M
4.65%
Sole
0.00
Shared
0.00
None
21.63K
VANGUARD ADMIRAL FDS INC
SOLEShares13.27K
TypeSH
Market value$2.39M
2.25%
Sole
0.00
Shared
0.00
None
13.27K
VANGUARD BD INDEX FDS
SOLEShares25.47K
TypeSH
Market value$1.85M
1.74%
Sole
0.00
Shared
0.00
None
25.47K
VANGUARD INTL EQUITY INDEX F
SOLEShares31.29K
TypeSH
Market value$1.84M
1.73%
Sole
0.00
Shared
0.00
None
31.29K
VANGUARD SCOTTSDALE FDS
SOLEShares22.18K
TypeSH
Market value$1.79M
1.68%
Sole
0.00
Shared
0.00
None
22.18K
ISHARES TR
SOLEShares21.73K
TypeSH
Market value$1.69M
1.59%
Sole
0.00
Shared
0.00
None
21.73K
ISHARES TR
SOLEShares35.29K
TypeSH
Market value$1.59M
1.50%
Sole
0.00
Shared
0.00
None
35.29K
VANGUARD SCOTTSDALE FDS
SOLEShares15.54K
TypeSH
Market value$1.20M
1.13%
Sole
0.00
Shared
0.00
None
15.54K
SCHWAB STRATEGIC TR
SOLEShares52.71K
TypeSH
Market value$1.07M
1.01%
Sole
0.00
Shared
0.00
None
52.71K
PIMCO ETF TR
SOLEShares11.18K
TypeSH
Market value$1.03M
0.97%
Sole
0.00
Shared
0.00
None
11.18K
WELLS FARGO CO NEW
SOLEShares17.14K
TypeSH
Market value$993.5K
0.93%
Sole
0.00
Shared
0.00
None
17.14K
SYNOPSYS INC
SOLEShares1.66K
TypeSH
Market value$945.8K
0.89%
Sole
0.00
Shared
0.00
None
1.66K
JPMORGAN CHASE & CO
SOLEShares4.70K
TypeSH
Market value$941.6K
0.89%
Sole
0.00
Shared
0.00
None
4.70K
EDWARDS LIFESCIENCES CORP
SOLEShares9.85K
TypeSH
Market value$941.6K
0.89%
Sole
0.00
Shared
0.00
None
9.85K
BANK AMERICA CORP
SOLEShares23.36K
TypeSH
Market value$886.0K
0.83%
Sole
0.00
Shared
0.00
None
23.36K
ABRDN ETFS
SOLEShares44.19K
TypeSH
Market value$873.6K
0.82%
Sole
0.00
Shared
0.00
None
44.19K
FORTINET INC
SOLEShares12.45K
TypeSH
Market value$850.1K
0.80%
Sole
0.00
Shared
0.00
None
12.45K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting โ Sole | Shared | None |
|---|---|---|---|---|---|---|---|
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 70.45K | SH | $11.93M 11.22% | 0.00 | 0.00 | 70.45K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 23.78K | SH | $10.56M 9.93% | 0.00 | 0.00 | 23.78K |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 16.15K | SH | $8.45M 7.94% | 0.00 | 0.00 | 16.15K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 25.23K | SH | $6.56M 6.17% | 0.00 | 0.00 | 25.23K |
ISHARES SILVER TRSOLE | ISHARES | 260.47K | SH | $5.93M 5.57% | 0.00 | 0.00 | 260.47K |
ISHARES TRSOLE | LATN AMER 40 ETF | 204.01K | SH | $5.80M 5.46% | 0.00 | 0.00 | 204.01K |
ISHARES INCSOLE | MSCI PAC JP ETF | 133.44K | SH | $5.71M 5.37% | 0.00 | 0.00 | 133.44K |
UNITED STS GASOLINE FD LPSOLE | UNITS | 76.23K | SH | $5.41M 5.08% | 0.00 | 0.00 | 76.23K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 21.63K | SH | $4.94M 4.65% | 0.00 | 0.00 | 21.63K |
VANGUARD ADMIRAL FDS INCSOLE | 500 VAL IDX FD | 13.27K | SH | $2.39M 2.25% | 0.00 | 0.00 | 13.27K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 25.47K | SH | $1.85M 1.74% | 0.00 | 0.00 | 25.47K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 31.29K | SH | $1.84M 1.73% | 0.00 | 0.00 | 31.29K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 22.18K | SH | $1.79M 1.68% | 0.00 | 0.00 | 22.18K |
ISHARES TRSOLE | IBOXX HI YD ETF | 21.73K | SH | $1.69M 1.59% | 0.00 | 0.00 | 21.73K |
ISHARES TRSOLE | ESG MSCI USA ETF | 35.29K | SH | $1.59M 1.50% | 0.00 | 0.00 | 35.29K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 15.54K | SH | $1.20M 1.13% | 0.00 | 0.00 | 15.54K |
SCHWAB STRATEGIC TRSOLE | US REIT ETF | 52.71K | SH | $1.07M 1.01% | 0.00 | 0.00 | 52.71K |
PIMCO ETF TRSOLE | ACTIVE BD ETF | 11.18K | SH | $1.03M 0.97% | 0.00 | 0.00 | 11.18K |
WELLS FARGO CO NEWSOLE | COM | 17.14K | SH | $993.5K 0.93% | 0.00 | 0.00 | 17.14K |
SYNOPSYS INCSOLE | COM | 1.66K | SH | $945.8K 0.89% | 0.00 | 0.00 | 1.66K |
JPMORGAN CHASE & COSOLE | COM | 4.70K | SH | $941.6K 0.89% | 0.00 | 0.00 | 4.70K |
EDWARDS LIFESCIENCES CORPSOLE | COM | 9.85K | SH | $941.6K 0.89% | 0.00 | 0.00 | 9.85K |
BANK AMERICA CORPSOLE | COM | 23.36K | SH | $886.0K 0.83% | 0.00 | 0.00 | 23.36K |
ABRDN ETFSSOLE | BBRG ALL COMD K1 | 44.19K | SH | $873.6K 0.82% | 0.00 | 0.00 | 44.19K |
FORTINET INCSOLE | COM | 12.45K | SH | $850.1K 0.80% | 0.00 | 0.00 | 12.45K |
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