Filed: 5/29/2026ACC: 0001566307-26-000042
📋 What this filing means
RAMIAH INVESTMENT GROUP filed this quarterly 13F‑HR report disclosing 58 equity positions with a total reported market value of $92.92M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
58
Positions
$92.92M
Total AUM (reported)
1.07M
Total Shares
Allocation by class
TR UNIT$13.12M14.1%
BLOOMBERG 1-3 MO$11.46M12.3%
COM$10.92M11.8%
0-3 MNTH TREASRY$8.71M9.4%
TOTAL STK MKT$8.29M8.9%
SMALL CP ETF$6.55M7.0%
UNIT SER 1$5.26M5.7%
Portfolio Concentration
Top 3$33.29M35.8%
4–10$29.66M31.9%
11–25$15.76M17.0%
Rest$14.21M15.3%
Top 3 weight
35.8%
Top 10 weight
67.7%
Voting Authority Distribution
Total shares with voting rights: 1.07M
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
1.07M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole58
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings58
Rows:
SPDR S&P 500 ETF TR
SOLEShares21.24K
TypeSH
Market value$13.12M
14.12%
Sole
0.00
Shared
0.00
None
21.24K
SPDR SERIES TRUST
SOLEShares124.96K
TypeSH
Market value$11.46M
12.34%
Sole
0.00
Shared
0.00
None
124.96K
ISHARES TR
SOLEShares86.48K
TypeSH
Market value$8.71M
9.37%
Sole
0.00
Shared
0.00
None
86.48K
VANGUARD INDEX FDS
SOLEShares27.28K
TypeSH
Market value$8.29M
8.92%
Sole
0.00
Shared
0.00
None
27.28K
VANGUARD INDEX FDS
SOLEShares27.63K
TypeSH
Market value$6.55M
7.05%
Sole
0.00
Shared
0.00
None
27.63K
INVESCO QQQ TR
SOLEShares9.54K
TypeSH
Market value$5.26M
5.66%
Sole
0.00
Shared
0.00
None
9.54K
VANGUARD ADMIRAL FDS INC
SOLEShares18.50K
TypeSH
Market value$3.49M
3.76%
Sole
0.00
Shared
0.00
None
18.50K
VANGUARD INTL EQUITY INDEX F
SOLEShares34.59K
TypeSH
Market value$2.33M
2.50%
Sole
0.00
Shared
0.00
None
34.59K
VANGUARD BD INDEX FDS
SOLEShares25.83K
TypeSH
Market value$1.90M
2.05%
Sole
0.00
Shared
0.00
None
25.83K
VANGUARD SCOTTSDALE FDS
SOLEShares22.18K
TypeSH
Market value$1.84M
1.98%
Sole
0.00
Shared
0.00
None
22.18K
ISHARES TR
SOLEShares20.34K
TypeSH
Market value$1.64M
1.77%
Sole
0.00
Shared
0.00
None
20.34K
SCHWAB STRATEGIC TR
SOLEShares65.03K
TypeSH
Market value$1.38M
1.48%
Sole
0.00
Shared
0.00
None
65.03K
VANGUARD SCOTTSDALE FDS
SOLEShares16.45K
TypeSH
Market value$1.31M
1.41%
Sole
0.00
Shared
0.00
None
16.45K
ISHARES TR
SOLEShares13.19K
TypeSH
Market value$1.18M
1.27%
Sole
0.00
Shared
0.00
None
13.19K
ABRDN ETFS
SOLEShares53.64K
TypeSH
Market value$1.11M
1.20%
Sole
0.00
Shared
0.00
None
53.64K
ISHARES TR
SOLEShares9.84K
TypeSH
Market value$1.08M
1.17%
Sole
0.00
Shared
0.00
None
9.84K
ISHARES TR
SOLEShares8.67K
TypeSH
Market value$1.07M
1.15%
Sole
0.00
Shared
0.00
None
8.67K
ISHARES TR
SOLEShares10.76K
TypeSH
Market value$1.07M
1.15%
Sole
0.00
Shared
0.00
None
10.76K
PIMCO ETF TR
SOLEShares10.97K
TypeSH
Market value$1.01M
1.09%
Sole
0.00
Shared
0.00
None
10.97K
ISHARES TR
SOLEShares20.38K
TypeSH
Market value$983.1K
1.06%
Sole
0.00
Shared
0.00
None
20.38K
VANGUARD SCOTTSDALE FDS
SOLEShares15.32K
TypeSH
Market value$916.6K
0.99%
Sole
0.00
Shared
0.00
None
15.32K
ISHARES TR
SOLEShares15.53K
TypeSH
Market value$837.4K
0.90%
Sole
0.00
Shared
0.00
None
15.53K
VANGUARD BD INDEX FDS
SOLEShares9.57K
TypeSH
Market value$740.1K
0.80%
Sole
0.00
Shared
0.00
None
9.57K
MICROSOFT CORP
SOLEShares1.46K
TypeSH
Market value$726.2K
0.78%
Sole
0.00
Shared
0.00
None
1.46K
DOUBLELINE INCOME SOLUTIONS
SOLEShares57.15K
TypeSH
Market value$699.5K
0.75%
Sole
0.00
Shared
0.00
None
57.15K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR S&P 500 ETF TRSOLE | TR UNIT | 21.24K | SH | $13.12M 14.12% | 0.00 | 0.00 | 21.24K |
SPDR SERIES TRUSTSOLE | BLOOMBERG 1-3 MO | 124.96K | SH | $11.46M 12.34% | 0.00 | 0.00 | 124.96K |
ISHARES TRSOLE | 0-3 MNTH TREASRY | 86.48K | SH | $8.71M 9.37% | 0.00 | 0.00 | 86.48K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 27.28K | SH | $8.29M 8.92% | 0.00 | 0.00 | 27.28K |
VANGUARD INDEX FDSSOLE | SMALL CP ETF | 27.63K | SH | $6.55M 7.05% | 0.00 | 0.00 | 27.63K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 9.54K | SH | $5.26M 5.66% | 0.00 | 0.00 | 9.54K |
VANGUARD ADMIRAL FDS INCSOLE | 500 VAL IDX FD | 18.50K | SH | $3.49M 3.76% | 0.00 | 0.00 | 18.50K |
VANGUARD INTL EQUITY INDEX FSOLE | ALLWRLD EX US | 34.59K | SH | $2.33M 2.50% | 0.00 | 0.00 | 34.59K |
VANGUARD BD INDEX FDSSOLE | TOTAL BND MRKT | 25.83K | SH | $1.90M 2.05% | 0.00 | 0.00 | 25.83K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 22.18K | SH | $1.84M 1.98% | 0.00 | 0.00 | 22.18K |
ISHARES TRSOLE | IBOXX HI YD ETF | 20.34K | SH | $1.64M 1.77% | 0.00 | 0.00 | 20.34K |
SCHWAB STRATEGIC TRSOLE | US REIT ETF | 65.03K | SH | $1.38M 1.48% | 0.00 | 0.00 | 65.03K |
VANGUARD SCOTTSDALE FDSSOLE | SHRT TRM CORP BD | 16.45K | SH | $1.31M 1.41% | 0.00 | 0.00 | 16.45K |
ISHARES TRSOLE | MSCI EAFE ETF | 13.19K | SH | $1.18M 1.27% | 0.00 | 0.00 | 13.19K |
ABRDN ETFSSOLE | BBRG ALL COMD K1 | 53.64K | SH | $1.11M 1.20% | 0.00 | 0.00 | 53.64K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 9.84K | SH | $1.08M 1.17% | 0.00 | 0.00 | 9.84K |
ISHARES TRSOLE | S&P MC 400VL ETF | 8.67K | SH | $1.07M 1.15% | 0.00 | 0.00 | 8.67K |
ISHARES TRSOLE | SP SMCP600VL ETF | 10.76K | SH | $1.07M 1.15% | 0.00 | 0.00 | 10.76K |
PIMCO ETF TRSOLE | ACTIVE BD ETF | 10.97K | SH | $1.01M 1.09% | 0.00 | 0.00 | 10.97K |
ISHARES TRSOLE | MSCI EMG MKT ETF | 20.38K | SH | $983.1K 1.06% | 0.00 | 0.00 | 20.38K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 15.32K | SH | $916.6K 0.99% | 0.00 | 0.00 | 15.32K |
ISHARES TRSOLE | ESG MSCI USA ETF | 15.53K | SH | $837.4K 0.90% | 0.00 | 0.00 | 15.53K |
VANGUARD BD INDEX FDSSOLE | INTERMED TERM | 9.57K | SH | $740.1K 0.80% | 0.00 | 0.00 | 9.57K |
MICROSOFT CORPSOLE | COM | 1.46K | SH | $726.2K 0.78% | 0.00 | 0.00 | 1.46K |
DOUBLELINE INCOME SOLUTIONSSOLE | COM | 57.15K | SH | $699.5K 0.75% | 0.00 | 0.00 | 57.15K |
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