AI Portfolio Summary
In 2026 Q1, Ramiah Investment Group maintained a portfolio of 38 distinct positions. The most significant new addition to the portfolio was INVESCO EXCHANGE TRA, which now represents 14.53% of the total fund value. They heavily accumulated shares in SPDR SERIES TRUST, increasing their position by 1609.5%. Conversely, Ramiah Investment Group completely exited their position in ISHARES INC.
Total Positions
38
Quarter
2026 Q1
Top Holding
BIL (23.0%)
Top 10 Concentration
81.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-38 of 38
| 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
BIL
SPDR SERIES TRU...
|
ETF | 23.00% | 1.31% |
#1
18
Prev: #19
|
9.0 | 235,056 | 1609.5% |
P
S
|
249,660 | $22,878,842 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
RSP
INVESCO EXCHANG...
|
Unknown | 14.53% | — |
#2
Prev: #—
|
9.0 | 75,293 | no change |
NEW
|
75,293 | $14,450,233 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VTI
VANGUARD INDEX ...
|
ETF | 11.06% | 10.47% |
#3
1
Prev: #2
|
7.0 | 2,380 | 7.5% |
P
S
|
34,283 | $10,998,329 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 8.32% | 7.67% |
#4
Prev: #4
|
4.3 | 1,243 | 4.1% |
P
S
|
31,598 | $8,276,148 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
QQQE
DIREXION SHARES...
|
Warrant | 6.45% | — |
#5
Prev: #—
|
6.6 | 65,072 | no change |
NEW
|
65,072 | $6,411,544 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VOOV
VANGUARD ADMIRA...
|
ETF | 5.30% | 4.92% |
#6
1
Prev: #5
|
4.1 | 1,348 | 5.5% |
P
S
|
25,895 | $5,277,142 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VEU
VANGUARD INTL E...
|
ETF | 4.82% | 4.39% |
#7
1
Prev: #6
|
2.4 | 2,866 | 4.7% |
P
S
|
63,873 | $4,796,862 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
BND
VANGUARD BD IND...
|
ETF | 3.49% | 3.46% |
#8
1
Prev: #7
|
1.9 | -661 | -1.4% |
P
S
|
47,084 | $3,467,285 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
SCHH
SCHWAB STRATEGI...
|
ETF | 2.24% | 1.95% |
#9
6
Prev: #15
|
2.9 | 8,021 | 8.4% |
P
S
|
103,511 | $2,224,451 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VCIT
VANGUARD SCOTTS...
|
Bond/Debt | 2.11% | 2.07% |
#10
3
Prev: #13
|
1.3 | 114 | 0.5% |
P
S
|
25,390 | $2,101,049 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
HYG
ISHARES TR
|
ETF | 2.02% | 1.99% |
#11
3
Prev: #14
|
1.3 | 24 | 0.1% |
P
S
|
25,237 | $2,007,880 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
BCI
ABRDN ETFS
|
ETF | 1.85% | 1.32% |
#12
6
Prev: #18
|
2.7 | 6,660 | 9.6% |
P
S
|
75,754 | $1,840,065 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
ESGU
ISHARES TR
|
ETF | 1.64% | 1.80% |
#13
3
Prev: #16
|
1.2 | -839 | -6.8% |
P
S
|
11,526 | $1,630,007 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VCSH
VANGUARD SCOTTS...
|
ETF | 1.53% | 1.48% |
#14
3
Prev: #17
|
1.1 | 249 | 1.3% |
P
S
|
19,244 | $1,525,472 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VGIT
VANGUARD SCOTTS...
|
Bond/Debt | 1.22% | 1.21% |
#15
6
Prev: #21
|
1.0 | -250 | -1.2% |
P
S
|
20,322 | $1,210,147 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
BOND
PIMCO ETF TR
|
ETF | 1.17% | 1.17% |
#16
6
Prev: #22
|
1.0 | -159 | -1.2% |
P
S
|
12,633 | $1,165,798 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
SGOV
ISHARES TR
|
Bond/Debt | 1.12% | 1.26% |
#17
3
Prev: #20
|
0.9 | -1,701 | -13.3% |
P
S
|
11,089 | $1,116,219 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
EFA
ISHARES TR
|
ETF | 1.06% | 3.42% |
#18
10
Prev: #8
|
0.4 | -25,549 | -70.2% |
P
S
|
10,855 | $1,054,346 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VSGX
VANGUARD WORLD ...
|
Bond/Debt | 0.83% | 0.91% |
#19
4
Prev: #23
|
0.8 | -1,434 | -11.1% |
P
S
|
11,500 | $824,895 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
DSL
DOUBLELINE INCO...
|
Financial Services | 0.63% | 0.65% |
#20
5
Prev: #25
|
0.8 | -1,792 | -3.0% |
P
S
|
57,552 | $623,283 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
HYLS
FIRST TR EXCHAN...
|
ETF | 0.62% | 0.63% |
#21
5
Prev: #26
|
0.7 | -287 | -1.9% |
P
S
|
15,124 | $613,575 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
EEM
ISHARES TR
|
ETF | 0.62% | 3.07% |
#22
10
Prev: #12
|
0.2 | -46,589 | -81.2% |
P
S
|
10,803 | $613,502 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
BSCR
INVESCO EXCH TR...
|
ETF | 0.56% | 0.57% |
#23
4
Prev: #27
|
0.7 | -1,293 | -4.4% |
P
S
|
28,184 | $553,111 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
BNDX
VANGUARD CHARLO...
|
Bond/Debt | 0.54% | 0.54% |
#24
5
Prev: #29
|
0.7 | -282 | -2.5% |
P
S
|
11,207 | $538,496 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
PDI
PIMCO DYNAMIC I...
|
Financial Services | 0.53% | 0.56% |
#25
3
Prev: #28
|
0.7 | -1,397 | -4.3% |
P
S
|
31,020 | $530,752 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
PGX
INVESCO EXCH TR...
|
Preferred | 0.44% | 0.46% |
#26
5
Prev: #31
|
0.7 | -1,586 | -3.8% |
P
S
|
40,002 | $435,222 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
HYT
BLACKROCK CORPO...
|
Financial Services | 0.43% | 0.42% |
#27
7
Prev: #34
|
0.7 | 1,999 | 4.1% |
P
S
|
50,495 | $430,219 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
BKT
BLACKROCK INCOM...
|
Financial Services | 0.43% | 0.45% |
#28
4
Prev: #32
|
0.7 | -1,043 | -2.5% |
P
S
|
40,321 | $426,193 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
BIT
BLACKROCK MULTI...
|
Financial Services | 0.43% | 0.44% |
#29
4
Prev: #33
|
0.7 | -684 | -2.0% |
P
S
|
33,966 | $425,254 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
VICI
VICI PPTYS INC
|
Real Estate | 0.41% | 0.39% |
#30
5
Prev: #35
|
2.2 | 733 | 5.1% |
P
S
|
15,016 | $410,237 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
RF
REGIONS FINANCI...
|
Financial Services | 0.39% | 0.53% |
#31
1
Prev: #30
|
0.2 | -5,066 | -25.5% |
P
S
|
14,815 | $386,968 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
BHK
BLACKROCK CORE ...
|
Bond/Debt | 0.23% | 0.24% |
#32
4
Prev: #36
|
0.6 | -692 | -2.7% |
P
S
|
25,280 | $231,560 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
EWC
ISHARES INC
|
ETF | 0.00% | 0.66% |
Sold All 😨
(Was: #24) |
0.0 | -12,449 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
IJJ
ISHARES TR
|
ETF | 0.00% | 3.12% |
Sold All 😨
(Was: #11) |
0.0 | -24,201 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
IVW
ISHARES TR
|
Warrant | 0.00% | 3.14% |
Sold All 😨
(Was: #10) |
0.0 | -25,993 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
IJS
ISHARES TR
|
ETF | 0.00% | 3.16% |
Sold All 😨
(Was: #9) |
0.0 | -28,363 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 0.00% | 8.46% |
Sold All 😨
(Was: #3) |
0.0 | -14,066 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-04-21 | |||
|
SPY
SPDR S&P 500 ET...
|
ETF | 0.00% | 21.69% |
Sold All 😨
(Was: #1) |
0.0 | -32,479 | -100.0% |
CLOSED
|
— | $— | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-04-21 |
Showing 1-38 of 38 holdings