2026 Q2 Portfolio Activity
In 2026 Q2, Ramiah Investment Group maintained a portfolio of 81 distinct positions. The most significant new addition was STATE STR SPDR S&P 500 ETF T, now representing 16.73% of the total fund value. They heavily accumulated shares in ISHARES TR, increasing the position by 305.1%. The fund also reduced its exposure to SPDR SERIES TRUST by 91.9%.
Position History
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Ramiah Investment Group
AUM $109M
Total Positions
81
Quarter
2026 Q2
Top Holding
SPY (16.7%)
Top 10 Concentration
61.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 81
Ramiah Investment Group Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
SPY
STATE STR SPDR ...
|
ETF | 16.73% | — |
#1
Prev: #—
|
9.5 |
—
|
29,347 | — |
NEW
|
29,347 | $21,915,459 |
$617.19
+19.8%
|
2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-16 | ||
|
VTI
VANGUARD INDEX ...
|
ETF | 10.22% | 11.06% |
#2
1
Prev: #3
|
7.5 |
—
|
1,902 | 5.5% |
P
S
|
36,185 | $13,389,897 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 7.91% | — |
#3
Prev: #—
|
7.7 |
—
|
14,066 | — |
NEW
|
14,066 | $10,358,202 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 7.49% | 8.32% |
#4
Prev: #4
|
4.0 |
—
|
781 | 2.5% |
P
S
|
32,379 | $9,814,722 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
VOOV
VANGUARD ADMIRA...
|
ETF | 4.64% | 5.30% |
#5
1
Prev: #6
|
4.4 |
—
|
1,856 | 7.2% |
P
S
|
27,751 | $6,083,297 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
VEU
VANGUARD INTL E...
|
ETF | 4.33% | 4.82% |
#6
1
Prev: #7
|
3.7 |
—
|
3,925 | 6.1% |
P
S
|
67,798 | $5,678,083 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
BND
VANGUARD BD IND...
|
ETF | 3.20% | 3.49% |
#7
1
Prev: #8
|
3.8 |
—
|
9,986 | 21.2% |
P
S
|
57,070 | $4,189,528 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
IJS
ISHARES TR
|
ETF | 2.62% | — |
#8
Prev: #—
|
4.5 |
—
|
25,120 | — |
NEW
|
25,120 | $3,433,402 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
EEM
ISHARES TR
|
ETF | 2.29% | 0.62% |
#9
13
Prev: #22
|
3.9 |
—
|
32,960 | 305.1% |
P
S
|
43,763 | $2,993,827 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
EFA
ISHARES TR
|
ETF | 2.23% | 1.06% |
#10
8
Prev: #18
|
3.9 |
—
|
17,244 | 158.9% |
P
S
|
28,099 | $2,918,924 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
SCHH
SCHWAB STRATEGI...
|
ETF | 1.89% | 2.24% |
#11
2
Prev: #9
|
1.3 |
—
|
817 | 0.8% |
P
S
|
104,328 | $2,470,487 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
PSI
INVESCO EXCHANG...
|
Unknown | 1.81% | — |
#12
Prev: #—
|
4.2 |
—
|
12,639 | — |
NEW
|
12,639 | $2,373,857 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
SOXX
ISHARES TR
|
ETF | 1.78% | — |
#13
Prev: #—
|
4.2 |
—
|
3,640 | — |
NEW
|
3,640 | $2,332,366 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
VCIT
VANGUARD SCOTTS...
|
Bond/Debt | 1.74% | 2.11% |
#14
4
Prev: #10
|
2.7 |
—
|
2,112 | 8.3% |
P
S
|
27,502 | $2,273,066 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
HYG
ISHARES TR
|
ETF | 1.65% | 2.02% |
#15
4
Prev: #11
|
2.7 |
—
|
1,763 | 7.0% |
P
S
|
27,000 | $2,159,214 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
SPHB
INVESCO EXCH TR...
|
ETF | 1.63% | — |
#16
Prev: #—
|
4.2 |
—
|
13,747 | — |
NEW
|
13,747 | $2,138,896 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
ESGU
ISHARES TR
|
ETF | 1.58% | 1.64% |
#17
4
Prev: #13
|
2.6 |
—
|
1,081 | 9.4% |
P
S
|
12,607 | $2,063,388 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
N/A
ROUNDHILL ETF T...
|
|
ETF | 1.48% | — |
#18
Prev: #—
|
4.1 |
—
|
26,321 | — |
NEW
|
26,321 | $1,943,806 | — | 13F Filing | 2026-06-30 | 2026-07-16 | ||
|
BIL
SPDR SERIES TRU...
|
ETF | 1.42% | 23.00% |
#19
18
Prev: #1
|
0.6 |
—
|
-229,332 | -91.9% |
P
S
|
20,328 | $1,862,858 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
VCSH
VANGUARD SCOTTS...
|
ETF | 1.28% | 1.53% |
#20
6
Prev: #14
|
2.5 |
—
|
1,896 | 9.9% |
P
S
|
21,140 | $1,670,694 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
BCI
ABRDN ETFS
|
ETF | 1.24% | 1.85% |
#21
9
Prev: #12
|
1.0 |
—
|
-2,808 | -3.7% |
P
S
|
72,946 | $1,629,614 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
IJJ
ISHARES TR
|
ETF | 1.17% | — |
#22
Prev: #—
|
4.0 |
—
|
10,374 | — |
NEW
|
10,374 | $1,532,551 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
IVW
ISHARES TR
|
Warrant | 1.12% | — |
#23
Prev: #—
|
3.9 |
—
|
10,626 | — |
NEW
|
10,626 | $1,461,394 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
VGIT
VANGUARD SCOTTS...
|
Bond/Debt | 0.97% | 1.22% |
#24
9
Prev: #15
|
2.4 |
—
|
1,301 | 6.4% |
P
S
|
21,623 | $1,275,320 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
BOND
PIMCO ETF TR
|
ETF | 0.94% | 1.17% |
#25
9
Prev: #16
|
2.4 |
—
|
753 | 6.0% |
P
S
|
13,386 | $1,234,347 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
SGOV
ISHARES TR
|
ETF | 0.86% | 1.12% |
#26
9
Prev: #17
|
0.8 |
—
|
53 | 0.5% |
P
S
|
11,142 | $1,121,665 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
VSGX
VANGUARD WORLD ...
|
Bond/Debt | 0.79% | 0.83% |
#27
8
Prev: #19
|
2.3 |
—
|
1,115 | 9.7% |
P
S
|
12,615 | $1,038,719 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
BIV
VANGUARD BD IND...
|
Bond/Debt | 0.51% | — |
#28
Prev: #—
|
3.7 |
—
|
8,711 | — |
NEW
|
8,711 | $668,154 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
DSL
DOUBLELINE INCO...
|
Financial Services | 0.49% | 0.63% |
#29
9
Prev: #20
|
0.7 |
—
|
10 | 0.0% |
P
S
|
57,562 | $636,630 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
HYLS
FIRST TR EXCHAN...
|
ETF | 0.46% | 0.62% |
#30
9
Prev: #21
|
0.7 |
—
|
-214 | -1.4% |
P
S
|
14,910 | $606,085 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
EWC
ISHARES INC
|
ETF | 0.45% | — |
#31
Prev: #—
|
3.7 |
—
|
10,334 | — |
NEW
|
10,334 | $595,652 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
PDI
PIMCO DYNAMIC I...
|
Financial Services | 0.42% | 0.53% |
#32
7
Prev: #25
|
2.2 |
—
|
2,300 | 7.4% |
P
S
|
33,320 | $556,444 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
BSCR
INVESCO EXCH TR...
|
ETF | 0.42% | 0.56% |
#33
10
Prev: #23
|
0.7 |
—
|
-169 | -0.6% |
P
S
|
28,015 | $549,515 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
MRK
MERCK & CO INC
|
Healthcare | 0.42% | — |
#34
Prev: #—
|
3.7 |
—
|
4,246 | — |
NEW
|
4,246 | $545,611 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
BNDX
VANGUARD CHARLO...
|
Bond/Debt | 0.41% | 0.54% |
#35
11
Prev: #24
|
0.7 |
—
|
-81 | -0.7% |
P
S
|
11,126 | $538,832 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
AMGN
AMGEN INC
|
Healthcare | 0.40% | — |
#36
Prev: #—
|
3.7 |
—
|
1,454 | — |
NEW
|
1,454 | $526,522 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
GS
GOLDMAN SACHS G...
|
Financial Services | 0.40% | — |
#37
Prev: #—
|
3.7 |
—
|
515 | — |
NEW
|
515 | $520,856 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
AAPL
APPLE INC
|
Technology | 0.40% | — |
#38
Prev: #—
|
3.7 |
—
|
1,798 | — |
NEW
|
1,798 | $520,269 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 0.36% | — |
#39
Prev: #—
|
3.6 |
—
|
1,865 | — |
NEW
|
1,865 | $469,309 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 0.36% | — |
#40
Prev: #—
|
3.6 |
—
|
2,342 | — |
NEW
|
2,342 | $468,611 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
VCLT
VANGUARD SCOTTS...
|
ETF | 0.36% | — |
#41
Prev: #—
|
3.6 |
—
|
6,189 | — |
NEW
|
6,189 | $465,722 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.35% | — |
#42
Prev: #—
|
3.6 |
—
|
1,411 | — |
NEW
|
1,411 | $461,863 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
BIIB
BIOGEN INC
|
Healthcare | 0.34% | — |
#43
Prev: #—
|
3.6 |
—
|
2,085 | — |
NEW
|
2,085 | $450,485 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
BKT
BLACKROCK INCOM...
|
Financial Services | 0.34% | 0.43% |
#44
16
Prev: #28
|
0.6 |
—
|
1,281 | 3.2% |
P
S
|
41,602 | $445,973 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
PGX
INVESCO EXCH TR...
|
Preferred | 0.34% | 0.44% |
#45
19
Prev: #26
|
0.6 |
—
|
666 | 1.7% |
P
S
|
40,668 | $440,841 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
HYT
BLACKROCK CORPO...
|
Financial Services | 0.33% | 0.43% |
#46
19
Prev: #27
|
0.6 |
—
|
416 | 0.8% |
P
S
|
50,911 | $435,800 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
BIT
BLACKROCK MULTI...
|
Financial Services | 0.33% | 0.43% |
#47
18
Prev: #29
|
0.6 |
—
|
622 | 1.8% |
P
S
|
34,588 | $433,042 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.33% | — |
#48
Prev: #—
|
3.6 |
—
|
760 | — |
NEW
|
760 | $428,100 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
EW
EDWARDS LIFESCI...
|
Healthcare | 0.33% | — |
#49
Prev: #—
|
3.6 |
—
|
4,709 | — |
NEW
|
4,709 | $425,976 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-16 | |||
|
IBKR
INTERACTIVE BRO...
|
Financial Services | 0.32% | — |
#50
Prev: #—
|
3.6 |
—
|
4,870 | — |
NEW
|
4,870 | $423,885 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-07-16 |
Showing 1-50 of 81 holdings