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CIK: 0001566307
Total reported value
$131.0M
$131.0M
36 檔
41.5%
In Q4 2025, Ramiah Investment Group's U.S. equity holdings reached a combined market value of $131.0M, distributed across 36 disclosed stock positions.
In Q4 2025, Ramiah Investment Group displayed an active expansion posture, initiating 3 new positions and adding to 18 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 21.69% | +16.73% | NEW | |
| 2 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 10.47% | -0.84% | +5.57% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 8.46% | +7.91% | NEW | |
| 4 | VB | Vanguard Small-cap ETF | ETF-Other | 7.67% | -0.83% | +7.36% | |
| 5 | VOOV | Vanguard S&p 500 Value ETF | ETF-Large Cap & Growth | 4.92% | -0.66% | +10.02% | |
| 6 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 4.39% | -0.49% | +8.46% | |
| 7 | BND | Vanguard Total Bond Market | ETF-Other | 3.46% | -0.29% | -6.46% | |
| 8 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.42% | +1.17% | -9.76% | |
| 9 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 3.16% | +2.62% | NEW | |
| 10 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 3.14% | +1.12% | NEW | |
| 11 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 3.12% | +1.17% | NEW | |
| 12 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 3.07% | +1.67% | -13.40% | |
| 13 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.07% | -0.37% | +8.23% | |
| 14 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.99% | -0.37% | +9.16% | |
| 15 | SCHH | Schwab US Reit ETF | ETF-Other | 1.95% | -0.35% | +15.15% | |
| 16 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 1.80% | -0.06% | — | |
| 17 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 1.48% | -0.25% | +4.14% | |
| 18 | BCI | Abrdn Bloomberg All Commodit | ETF-Other | 1.32% | -0.61% | +6.47% | |
| 19 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 1.31% | -21.58% | -64.48% | |
| 20 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 1.26% | -0.26% | -3.22% | |
| 21 | VGIT | Vanguard Intermediate-term T | ETF-Other | 1.21% | -0.25% | +25.23% | |
| 22 | BOND | Pimco Active Bond Exchange-t | ETF-Other | 1.17% | -0.23% | +12.06% | |
| 23 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 0.91% | -0.04% | +24.31% | |
| 24 | EWC | Ishares Msci Canada ETF | ETF-Other | 0.66% | +0.45% | NEW | |
| 25 | DSL | Doubleline Income Solutions | Stock-Other | 0.65% | -0.14% | +6.57% | |
| 26 | HYLS | Ft Tactical High Yield ETF | ETF-High Yield | 0.63% | -0.16% | +6.22% | |
| 27 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 0.57% | -0.14% | +76.20% | |
| 28 | PDI | Pimco Dynamic Income Fund | Stock-Financials | 0.56% | -0.11% | +23.42% | |
| 29 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.54% | -0.13% | — | |
| 30 | RF | Regions Financial CORP | Stock-Financials | 0.53% | -0.07% | +0.55% | |
| 31 | PGX | Invesco Preferred ETF | ETF-Other | 0.46% | -0.10% | -1.95% | |
| 32 | BKT | Blackrock Income Trust | Stock-Other | 0.45% | -0.09% | — | |
| 33 | BIT | Blackrock Multi-sector Inc | Stock-Other | 0.44% | -0.10% | -0.07% | |
| 34 | HYT | Blackrock CORP Hi Yld | Stock-Other | 0.42% | -0.10% | -3.49% | |
| 35 | VICI | Vici Properties Inc | Stock-Real Estate | 0.39% | -0.13% | +3.81% | |
| 36 | BHK | Blackrock Core Bond Trust | Stock-Other | 0.24% | -0.05% | -1.16% |
According to official SEC Form 13F filings, Ramiah Investment Group reported a total U.S. public equity portfolio value of $131.0M across 36 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, VTI, QQQ) accounted for 41.5% of total reported equity market value during Q4 2025.
Top New Position Initiated
ESGU
市值: $1.8M
Top Position Liquidated / Trimmed
USXF
前期市值: $1.4M
During Q4 2025, Ramiah Investment Group's top holdings by market value included SPY (21.7%)、VTI (10.5%)、QQQ (8.5%). The largest single position, SPY, represented 21.7% of total portfolio value.
In Q4 2025, Ramiah Investment Group made 37 total portfolio adjustments, initiating 3 new buys, adding to 18 positions, trimming 15 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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