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RIG

Ramiah Investment Group Portfolio holdings

AUM $131M
1-Year Est. Return 20.75%
This Fund
S&P 500
This Quarter Est. Return
+20.48%
1 Year Est. Return
+20.75%
3 Year Est. Return
+46.29%
5 Year Est. Return
+51.32%
10 Year Est. Return
–
AUM
$131M
AUM Growth
+$116M
Cap. Flow
+$110M
Cap. Flow %
83.7%
Top 10 Hldgs %
61.66%
Holding
93
New
58
Increased
13
Reduced
8
Closed
14

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$20.4M
2
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$12.9M
3
VB icon
Vanguard Morningstar Small-Cap ETF
VB
+$9.28M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$9.03M
5
VOOV icon
Vanguard S&P 500 Value ETF
VOOV
+$5.99M

Top Sells

Rank Stock Value
1
CRM icon
Salesforce
CRM
+$586K
2
JNJ icon
Johnson & Johnson
JNJ
+$471K
3
VRTX icon
Vertex Pharmaceuticals
VRTX
+$433K
4
EA icon
Electronic Arts
EA
+$430K
5
EBAY icon
eBay
EBAY
+$418K

Sector Composition

Rank Sector Weight
1 Healthcare 2.85%
2 Technology 2.66%
3 Financials 1.39%
4 Communication Services 0.66%
5 Real Estate 0.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPY icon
1
State Street SPDR S&P 500 ETF Trust
SPY
$771B
$21.9M 16.73%
29,347
+28,201
+2,461% +$20.4M
VTI icon
2
Vanguard Morningstar Total Stock Market ETF
VTI
$646B
$13.4M 10.22%
+36,185
New +$12.9M
QQQ icon
3
Invesco QQQ Trust
QQQ
$436B
$10.4M 7.91%
14,066
+13,121
+1,388% +$9.03M
VB icon
4
Vanguard Morningstar Small-Cap ETF
VB
$78.9B
$9.81M 7.49%
+32,379
New +$9.28M
VOOV icon
5
Vanguard S&P 500 Value ETF
VOOV
$6.61B
$6.08M 4.64%
+27,751
New +$5.99M
VEU icon
6
Vanguard FTSE All-World ex-US ETF
VEU
$64.8B
$5.68M 4.33%
+67,798
New +$5.54M
BND icon
7
Vanguard Total Bond Market
BND
$158B
$4.19M 3.2%
+57,070
New +$4.19M
IJS icon
8
iShares S&P Small-Cap 600 Value ETF
IJS
$8.12B
$3.43M 2.62%
25,120
+16,599
+195% +$2.14M
EEM icon
9
iShares MSCI Emerging Markets ETF
EEM
$27.5B
$2.99M 2.29%
+43,763
New +$2.86M
EFA icon
10
iShares MSCI EAFE ETF
EFA
$76.4B
$2.92M 2.23%
+28,099
New +$2.89M
SCHH icon
11
Schwab US REIT ETF
SCHH
$11.7B
$2.47M 1.89%
+104,328
New +$2.43M
PSI icon
12
Invesco Semiconductors ETF
PSI
$2.03B
$2.37M 1.81%
+12,639
New +$1.82M
SOXX icon
13
iShares Semiconductor ETF
SOXX
$38.4B
$2.33M 1.78%
+3,640
New +$1.85M
VCIT icon
14
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.2B
$2.27M 1.74%
+27,502
New +$2.27M
HYG icon
15
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$15.9B
$2.16M 1.65%
+27,000
New +$2.16M
SPHB icon
16
Invesco S&P 500 High Beta ETF
SPHB
$934M
$2.14M 1.63%
+13,747
New +$1.92M
ESGU icon
17
iShares ESG Aware MSCI USA ETF
ESGU
$17.5B
$2.06M 1.58%
+12,607
New +$1.99M
DRAM
18
Roundhill Memory ETF
DRAM
$20.5B
$1.94M 1.48%
+26,321
New +$1.37M
BIL icon
19
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$47.1B
$1.86M 1.42%
+20,328
New +$1.86M
VCSH icon
20
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.7B
$1.67M 1.28%
+21,140
New +$1.67M
BCI icon
21
abrdn Bloomberg All Commodity Strategy K-1 Free ETF
BCI
$2.96B
$1.63M 1.24%
+72,946
New +$1.77M
IJJ icon
22
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.83B
$1.53M 1.17%
10,374
+2,729
+36% +$386K
IVW icon
23
iShares S&P 500 Growth ETF
IVW
$70.5B
$1.46M 1.12%
10,626
+5,099
+92% +$673K
VGIT icon
24
Vanguard Intermediate-Term Treasury ETF
VGIT
$41.7B
$1.28M 0.97%
+21,623
New +$1.28M
BOND icon
25
PIMCO Active Bond Exchange-Traded Fund
BOND
$8.4B
$1.23M 0.94%
+13,386
New +$1.23M
1
2 3 4

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Ramiah Investment Group's Q2 2026 Portfolio in Review

As of Q2 2026, Ramiah Investment Group held 93 positions worth $131M, up 775% from $15M the previous quarter. Its ten largest holdings account for 62% of the portfolio.

Ramiah Investment Group deployed $110M of net new capital in Q2 2026, opening 58 new positions and adding to 13 existing holdings. Its largest new stake was Vanguard Morningstar Total Stock Market ETF: 36,185 shares worth $13.4M.

By sector, the portfolio is most concentrated in Healthcare at 2.9% of assets, down from 20% a quarter earlier, followed by Technology and Financials.

On the sell side, the largest reduction was Microsoft, an estimated $304K trimmed.

  • Ramiah Investment Group's largest Q2 2026 buy was Vanguard Morningstar Total Stock Market ETF: 36,185 shares worth $13.4M.
  • Ramiah Investment Group added most to State Street SPDR S&P 500 ETF Trust in Q2 2026, an estimated $20.4M increase.
  • Ramiah Investment Group's biggest Q2 2026 reduction was Microsoft, cutting an estimated $304K.
  • Ramiah Investment Group fully exited Salesforce in Q2 2026, selling an estimated $586K.
  • Ramiah Investment Group's ten largest holdings make up 62% of its $131M portfolio in Q2 2026.
  • Ramiah Investment Group opened 58 new positions and closed 14 in Q2 2026.
  • Ramiah Investment Group's portfolio value rose 775% quarter-over-quarter to $131M.

Based on Ramiah Investment Group's 13F filing for Q2 2026, filed 16 Jul 2026.