Ramiah Investment Group holds a focused book of 79 stocks worth $131.0M as of Q2 2026 (disclosed Jul 16, 2026, a ~16-day 13F lag). Their largest long position is SS SPDR S&P 500 ETF Trust-US at 17% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
9% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Other tracked managers holding the same core names as Ramiah Investment Group
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Morgan Stanley | 79 / 79 | $389.8B |
| Bank Of America Corp | 79 / 79 | $276.9B |
| UBS Group AG | 79 / 79 | $102.1B |
| Royal Bank Of Canada | 79 / 79 | $101.8B |
| Wells Fargo & Company | 79 / 79 | $101.2B |
| LPL Financial LLC | 79 / 79 | $57.2B |
| Raymond James Financial Inc | 79 / 79 | $52.4B |
| Envestnet Asset Management Inc | 79 / 79 | $49.9B |
Ranked by the share of each fund's own book sitting in the names it shares with Ramiah Investment Group: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | State STR SPDR S&P 500 ETF T TR UNIT | $21.9M | 29.3K | 16.7% | — | |
| 2 | Vanguard Index FDS TOTAL STK MKT | $13.4M | 36.2K | 10.2% | — | |
| 3 | Invesco QQQ TR UNIT SER 1 | $10.4M | 14.1K | 7.9% | — | |
| 4 | Vanguard Index FDS SMALL CP ETF | $9.8M | 32.4K | 7.5% | — | |
| 5 | Vanguard Admiral FDS Inc 500 VAL IDX FD | $6.1M | 27.8K | 4.6% | — | |
| 6 | Vanguard Intl Equity Index F ALLWRLD EX US | $5.7M | 67.8K | 4.3% | — | |
| 7 | Vanguard BD Index FDS TOTAL BND MRKT | $4.2M | 57.1K | 3.2% | — | |
| 8 | Ishares TR SP SMCP600VL ETF | $3.4M | 25.1K | 2.6% | — | |
| 9 | Ishares TR MSCI EMG MKT ETF | $3.0M | 43.8K | 2.3% | — | |
| 10 | Ishares TR MSCI EAFE ETF | $2.9M | 28.1K | 2.2% | — | |
| 11 | Schwab Strategic TR US REIT ETF | $2.5M | 104.3K | 1.9% | — | |
| 12 | Invesco Exchange Traded FD T SEMICONDUCTORS | $2.4M | 12.6K | 1.8% | — | |
| 13 | Ishares TR ISHARES SEMICDTR | $2.3M | 3.6K | 1.8% | — | |
| 14 | Vanguard Scottsdale FDS INT-TERM CORP | $2.3M | 27.5K | 1.7% | — | |
| 15 | Ishares TR IBOXX HI YD ETF | $2.2M | 27.0K | 1.6% | — | |
| 16 | Invesco Exch Traded FD TR II S&P 500 HB ETF | $2.1M | 13.7K | 1.6% | — | |
| 17 | Ishares TR ESG AWR MSCI USA | $2.1M | 12.6K | 1.6% | — | |
| 18 | Roundhill ETF Trust MEMORY ETF | $1.9M | 26.3K | 1.5% | — | |
| 19 | SPDR Series Trust ST STR BLO 1 ETF | $1.9M | 20.3K | 1.4% | — | |
| 20 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $1.7M | 21.1K | 1.3% | — | |
| 21 | Abrdn Etfs BBRG ALL COMD K1 | $1.6M | 72.9K | 1.2% | — | |
| 22 | Ishares TR S&P MC 400VL ETF | $1.5M | 10.4K | 1.2% | — | |
| 23 | Ishares TR S&P 500 GRWT ETF | $1.5M | 10.6K | 1.1% | — | |
| 24 | Vanguard Scottsdale FDS INTER TERM TREAS | $1.3M | 21.6K | 1.0% | — | |
| 25 | Pimco ETF TR ACTIVE BD ETF | $1.2M | 13.4K | 0.9% | — | |
| 26 | Ishares TR 0-3 MTH TREASURY | $1.1M | 11.1K | 0.9% | — | |
| 27 | Vanguard World FD ESG INTL STK ETF | $1.0M | 12.6K | 0.8% | — | |
| 28 | Vanguard BD Index FDS INTERMED TERM | $668K | 8.7K | 0.5% | — | |
| 29 | Doubleline Income Solutions COM | $637K | 57.6K | 0.5% | — | |
| 30 | First TR Exchange-Traded FD FIRST TR TA HIYL | $606K | 14.9K | 0.5% | — | |
| 31 | Ishares Inc MSCI CDA ETF | $596K | 10.3K | 0.5% | — | |
| 32 | Pimco Dynamic Income FD SHS | $556K | 33.3K | 0.4% | — | |
| 33 | Invesco Exch TRD SLF Idx FD BULSHS 2027 CB | $550K | 28.0K | 0.4% | — | |
| 34 | Merck & Co Inc COM | $546K | 4.2K | 0.4% | — | |
| 35 | Vanguard Charlotte FDS TOTAL INT BD ETF | $539K | 11.1K | 0.4% | — | |
| 36 | Amgen Inc COM | $527K | 1.5K | 0.4% | — | |
| 37 | Goldman Sachs Group Inc COM | $521K | 515 | 0.4% | — | |
| 38 | Apple Inc COM | $520K | 1.8K | 0.4% | — | |
| 39 | Abbvie Inc COM | $469K | 1.9K | 0.4% | — | |
| 40 | Nvidia Corporation COM | $469K | 2.3K | 0.4% | — | |
| 41 | Vanguard Scottsdale FDS LG-TERM COR BD | $466K | 6.2K | 0.4% | — | |
| 42 | JPMorgan Chase & Co COM | $462K | 1.4K | 0.4% | — | |
| 43 | Biogen Inc COM | $450K | 2.1K | 0.3% | — | |
| 44 | BlackRock Income TR Inc COM NEW | $446K | 41.6K | 0.3% | — | |
| 45 | Invesco Exch Traded FD TR II PFD ETF | $441K | 40.7K | 0.3% | — | |
| 46 | BlackRock Corpor Hi Yld FD I COM | $436K | 50.9K | 0.3% | — | |
| 47 | BlackRock Multi Sector Inc T COM | $433K | 34.6K | 0.3% | — | |
| 48 | Meta Platforms Inc CL A | $428K | 760 | 0.3% | — | |
| 49 | Edwards Lifesciences Corp COM | $426K | 4.7K | 0.3% | — | |
| 50 | Interactive Brokers Group In COM CL A | $424K | 4.9K | 0.3% | — |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1566307/holdings"
Use Arkolith to show Ramiah Investment Group's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 16, 2026 | 79 | $131.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 29, 2026 | 35 | $15.0M | 13F-HR/A |
| Q4 2025 | Dec 31, 2025 | May 29, 2026 | 33 | $13.1M | 13F-HR/A |
| Q3 2025 | Sep 30, 2025 | May 29, 2026 | 26 | $11.8M | 13F-HR/A |
| Q1 2025 | Mar 31, 2025 | May 29, 2026 | 23 | $12.7M | 13F-HR/A |
| Q4 2023 | Dec 31, 2023 | May 29, 2026 | 24 | $14.1M | 13F-HR/A |
| Q3 2023 | Sep 30, 2023 | May 29, 2026 | 28 | $15.5M | 13F-HR/A |
| Q2 2023 | Jun 30, 2023 | May 29, 2026 | 27 | $14.0M | 13F-HR/A |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.