Ramiah Investment Group
Reported holdings as of Q2 2026, from 27 quarterly filings.
Holdings
| Security | Ticker | Value | Shares | Weight | Weight change | Held | Change |
|---|---|---|---|---|---|---|---|
| STATE STR SPDR S&P 500 ETF T | SPY | $21.9M | 29,347 | +16.08pp | 27q | +2460.8%+$21.1M | |
| VANGUARD INDEX FDS | VTI | $13.4M | 36,185 | +0.61pp | 27q | +5.5%+$703.8K | |
| INVESCO QQQ TR | QQQ | $10.4M | 14,066 | +7.43pp | 27q | +1388.5%+$9.7M | |
| VANGUARD INDEX FDS | VB | $9.8M | 32,379 | +0.26pp | 27q | +2.5%+$236.7K | |
| VANGUARD ADMIRAL FDS INC | VOOV | $6.1M | 27,751 | +0.03pp | 18q | +7.2%+$406.9K | |
| VANGUARD INTL EQUITY INDEX F | VEU | $5.7M | 67,798 | +0.14pp | 27q | +6.1%+$328.7K | |
| VANGUARD BD INDEX FDS | BND | $4.2M | 57,070 | +0.17pp | 27q | +21.2%+$733.1K | |
| ISHARES TR | IJS | $3.4M | 25,120 | +1.74pp | 5q | +194.8%+$2.3M | |
| ISHARES TR | EEM | $3.0M | 43,763 | +1.75pp | 5q | +305.1%+$2.3M | |
| ISHARES TR | EFA | $2.9M | 28,099 | +1.31pp | 5q | +158.9%+$1.8M | |
| SCHWAB STRATEGIC TR | SCHH | $2.5M | 104,328 | -0.06pp | 25q | +0.8%+$19.3K | |
| INVESCO EXCHANGE TRADED FD T | PSI | $2.4M | 12,639 | - | new | NEW | |
| ISHARES TR | SOXX | $2.3M | 3,640 | - | new | NEW | |
| VANGUARD SCOTTSDALE FDS | VCIT | $2.3M | 27,502 | -0.10pp | 27q | +8.3%+$174.6K | |
| ISHARES TR | HYG | $2.2M | 27,000 | -0.11pp | 27q | +7.0%+$141.0K | |
| INVESCO EXCH TRADED FD TR II | SPHB | $2.1M | 13,747 | - | new | NEW | |
| ISHARES TR | ESGU | $2.1M | 12,607 | +0.15pp | 3q | +9.4%+$176.9K | |
| ROUNDHILL ETF TRUST | $1.9M | 26,321 | - | new | NEW | ||
| SPDR SERIES TRUST | BIL | $1.9M | 20,328 | -18.57pp | 10q | -91.9%-$21.0M | |
| VANGUARD SCOTTSDALE FDS | VCSH | $1.7M | 21,140 | -0.06pp | 27q | +9.9%+$149.8K | |
| ABRDN ETFS | BCI | $1.6M | 72,946 | -0.36pp | 27q | -3.7%-$62.7K | |
| ISHARES TR | IJJ | $1.5M | 10,374 | +0.28pp | 5q | +35.7%+$403.2K | |
| ISHARES TR | IVW | $1.5M | 10,626 | +0.57pp | 5q | +92.3%+$701.3K | |
| VANGUARD SCOTTSDALE FDS | VGIT | $1.3M | 21,623 | -0.08pp | 27q | +6.4%+$76.7K | |
| PIMCO ETF TR | BOND | $1.2M | 13,386 | -0.08pp | 27q | +6.0%+$69.4K | |
| ISHARES TR | SGOV | $1.1M | 11,142 | -0.12pp | 5q | HELD | |
| VANGUARD WORLD FD | VSGX | $1.0M | 12,615 | +0.07pp | 4q | +9.7%+$91.8K | |
| VANGUARD BD INDEX FDS | BIV | $668.2K | 8,711 | -0.07pp | 24q | +0.5%+$3.5K | |
| DOUBLELINE INCOME SOLUTIONS | DSL | $636.6K | 57,562 | -0.06pp | 27q | HELD | |
| FIRST TR EXCHANGE-TRADED FD | HYLS | $606.1K | 14,910 | -0.07pp | 27q | -1.4%-$8.7K | |
| ISHARES INC | EWC | $595.7K | 10,334 | - | new | NEW | |
| PIMCO DYNAMIC INCOME FD | PDI | $556.4K | 33,320 | -0.04pp | 18q | +7.4%+$38.4K | |
| INVESCO EXCH TRD SLF IDX FD | BSCR | $549.5K | 28,015 | -0.06pp | 21q | -0.6%-$3.3K | |
| MERCK & CO INC | MRK | $545.6K | 4,246 | +0.01pp | 9q | +11.0%+$54.2K | |
| VANGUARD CHARLOTTE FDS | BNDX | $538.8K | 11,126 | -0.06pp | 3q | -0.7%-$3.9K | |
| AMGEN INC | AMGN | $526.5K | 1,454 | - | new | NEW | |
| GOLDMAN SACHS GROUP INC | GS | $520.9K | 515 | - | new | NEW | |
| APPLE INC | AAPL | $520.3K | 1,798 | +0.04pp | 3q | +13.0%+$59.9K | |
| ABBVIE INC | ABBV | $469.3K | 1,865 | -0.02pp | 5q | -5.2%-$25.9K | |
| NVIDIA CORPORATION | NVDA | $468.6K | 2,342 | -0.01pp | 5q | -3.0%-$14.6K | |
| VANGUARD SCOTTSDALE FDS | VCLT | $465.7K | 6,189 | -0.05pp | 11q | -1.2%-$5.8K | |
| JPMORGAN CHASE & CO | JPM | $461.9K | 1,411 | - | new | NEW | |
| BIOGEN INC | BIIB | $450.5K | 2,085 | - | new | NEW | |
| BLACKROCK INCOME TR INC | BKT | $446.0K | 41,602 | -0.03pp | 3q | +3.2%+$13.7K | |
| INVESCO EXCH TRADED FD TR II | PGX | $440.8K | 40,668 | -0.04pp | 7q | +1.7%+$7.2K | |
| BLACKROCK CORPOR HI YLD FD I | HYT | $435.8K | 50,911 | -0.04pp | 27q | +0.8%+$3.6K | |
| BLACKROCK MULTI SECTOR INC T | BIT | $433.0K | 34,588 | -0.04pp | 7q | +1.8%+$7.8K | |
| META PLATFORMS INC | META | $428.1K | 760 | -0.07pp | 9q | -5.2%-$23.7K | |
| EDWARDS LIFESCIENCES CORP | EW | $426.0K | 4,709 | -0.04pp | 13q | -9.3%-$43.9K | |
| INTERACTIVE BROKERS GROUP IN | IBKR | $423.9K | 4,870 | - | new | NEW | |
| MICRON TECHNOLOGY INC | MU | $420.2K | 364 | - | new | NEW | |
| REGIONS FINANCIAL CORP NEW | RF | $416.9K | 13,803 | -0.02pp | 19q | -6.8%-$30.6K | |
| SANDISK CORP | SNDK | $407.0K | 179 | - | new | NEW | |
| GLOBAL PMTS INC | GPN | $395.4K | 5,449 | - | new | NEW | |
| ISHARES TR | ESML | $380.3K | 6,800 | +0.04pp | 5q | +10.9%+$37.5K | |
| GILEAD SCIENCES INC | GILD | $379.5K | 3,004 | - | new | NEW | |
| UNITEDHEALTH GROUP INC | UNH | $367.4K | 884 | - | new | NEW | |
| MARVELL TECHNOLOGY INC | MRVL | $365.2K | 1,226 | - | new | NEW | |
| VICI PPTYS INC | VICI | $361.5K | 13,615 | -0.08pp | 9q | -9.3%-$37.2K | |
| REGENERON PHARMACEUTICALS | REGN | $347.9K | 558 | - | new | NEW | |
| VANGUARD SCOTTSDALE FDS | VGLT | $333.4K | 6,042 | -0.03pp | 11q | +1.2%+$3.9K | |
| WESTERN DIGITAL CORP | WDC | $310.4K | 486 | - | new | NEW | |
| INTEL CORP | INTC | $298.0K | 2,134 | - | new | NEW | |
| MICROSOFT CORP | MSFT | $258.9K | 694 | -0.27pp | 5q | -52.0%-$280.1K | |
| SLB LIMITED | SLB | $246.6K | 5,304 | - | new | NEW | |
| ALPHABET INC | GOOGL | $246.2K | 689 | - | new | NEW | |
| LAMAR ADVERTISING CO | LAMR | $245.5K | 1,574 | - | new | NEW | |
| BLACKROCK CORE BD TR | BHK | $238.1K | 25,963 | -0.02pp | 27q | +2.7%+$6.3K | |
| NUSHARES ETF TR | NULG | $227.2K | 1,941 | - | new | NEW | |
| ARISTA NETWORKS INC | ANET | $226.8K | 1,335 | - | new | NEW | |
| BRISTOL-MYERS SQUIBB CO | BMY | $222.8K | 3,867 | -0.04pp | 3q | -3.5%-$8.1K | |
| ALTRIA GROUP INC | MO | $222.4K | 3,091 | -0.04pp | 3q | -14.0%-$36.3K | |
| SHOPIFY INC | SHOP | $214.1K | 1,875 | - | new | NEW | |
| TECHNIPFMC PLC | FTI | $204.7K | 3,087 | - | new | NEW | |
| VODAFONE GROUP PLC | VOD | $190.2K | 14,383 | - | new | NEW | |
| BLACKROCK MUNIASSETS FD INC | MUA | $125.9K | 11,435 | flat | 3q | +7.6%+$8.9K | |
| NUVEEN MUN HIGH INCOME OPPOR | NMZ | $124.5K | 11,782 | flat | 3q | +6.8%+$8.0K | |
| NUVEEN QUALITY MUNCP INCOME | NAD | $123.9K | 10,223 | - | new | NEW | |
| NUVEEN MUN VALUE FD INC | NUV | $123.4K | 13,383 | flat | 3q | +7.3%+$8.4K |
By sector
Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.
| Sector | Value | Share |
|---|---|---|
| Funds & ETFs | $35.1M | 26.8% |
| Biotech & Pharma | $2.9M | 2.2% |
| Other sectors | $8.6M | 6.6% |
| Not classified | $84.3M | 64.4% |
Quarter by quarter
| Quarter | Value | Positions | New | Added | Trimmed | Exited | Top 10 | Days to file |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | $131.0M | 79 | 28 | 34 | 15 | 16 | 61.7% | 16 |
| Q1 2026 | $114.4M | 67 | 3 | 22 | 40 | 5 | 70.7% | 21 |
| Q4 2025 | $115.3M | 69 | 13 | 27 | 27 | 4 | 62.7% | 28 |
| Q3 2025 | $112.9M | 60 | 3 | 36 | 19 | 1 | 62.9% | 23 |
| Q2 2025 | $92.9M | 58 | 17 | 18 | 23 | 9 | 67.7% | 333 |
| Q1 2025 | $104.4M | 50 | 1 | 10 | 39 | 11 | 78.0% | 30 |
| Q4 2024 | $109.8M | 60 | 4 | 27 | 26 | 8 | 62.0% | 514 |
| Q3 2024 | $106.2M | 64 | 4 | 29 | 26 | 2 | 64.0% | 606 |
| Q2 2024 | $102.4M | 62 | 15 | 34 | 11 | 14 | 62.1% | 698 |
| Q1 2024 | $106.3M | 61 | 4 | 33 | 23 | 4 | 63.6% | 789 |
| Q4 2023 | $106.2M | 61 | 15 | 26 | 20 | 18 | 65.0% | 408 |
| Q3 2023 | $96.3M | 64 | 0 | 31 | 33 | 3 | 67.3% | 500 |
| Q2 2023 | $102.5M | 67 | 20 | 12 | 31 | 18 | 60.4% | 592 |
| Q1 2023 | $110.3M | 65 | 13 | 38 | 11 | 8 | 65.1% | 683 |
| Q4 2022 | $52.0M | 60 | 19 | 18 | 17 | 26 | 47.5% | 772 |
| Q3 2022 | $47.7M | 67 | 3 | 31 | 26 | 9 | 44.5% | 864 |
| Q2 2022 | $122.6M | 73 | 4 | 22 | 46 | 3 | 70.9% | 956 |
| Q1 2022 | $144.4M | 72 | 6 | 49 | 15 | 6 | 73.4% | 1,047 |
| Q4 2021 | $148.2M | 72 | 11 | 45 | 14 | 23 | 74.1% | 1,610 |
| Q3 2021 | $139.5M | 84 | 17 | 45 | 16 | 16 | 53.1% | 1,702 |
| Q2 2021 | $139.7M | 83 | 6 | 31 | 21 | 9 | 57.8% | 1,794 |
| Q1 2021 | $133.0M | 86 | 23 | 37 | 23 | 16 | 59.6% | 1,885 |
| Q4 2020 | $120.0M | 79 | 9 | 35 | 30 | 5 | 62.3% | 1,975 |
| Q3 2020 | $103.3M | 75 | 11 | 20 | 28 | 14 | 63.3% | 2,067 |
| Q2 2020 | $94.7M | 78 | 22 | 40 | 15 | 17 | 57.9% | 2,159 |
| Q1 2020 | $56.4M | 73 | 15 | 7 | 48 | 14 | 54.0% | 2,250 |
| Q4 2019 | $101.3M | 72 | 0 | 0 | 0 | 0 | 65.4% | 2,339 |
Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.
Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.
Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.