13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001957886
Total reported value
$1.4B
$1.4B
61 檔
59.9%
During the Q2 2025 filing period, Retirement Investment Advisors, Inc. (CIK: 0001957886) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.4B across 61 reported positions.
In Q2 2025, Retirement Investment Advisors, Inc. displayed an active expansion posture, initiating 1 new positions and adding to 17 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 20.90% | -0.25% | +5.08% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 20.86% | +1.09% | +5.23% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 15.19% | -0.31% | +4.06% | |
| 4 | BIV | Vanguard Intermediate-term B | ETF-Other | 11.34% | -0.91% | +4.42% | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 7.30% | +0.25% | +4.58% | |
| 6 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 6.66% | +0.15% | +7.20% | |
| 7 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 4.09% | -0.24% | +5.88% | |
| 8 | MUB | Ishares National Muni Bond E | ETF-Other | 3.33% | +0.48% | +11.44% | |
| 9 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 2.28% | -0.16% | +6.17% | |
| 10 | HYLB | Xtrackers Usd High Yield Cor | ETF-High Yield | 1.69% | -0.15% | +5.34% | |
| 11 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.48% | +0.28% | +1.35% | |
| 12 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 0.55% | +0.01% | +12.04% | |
| 13 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.41% | -0.07% | -2.17% | |
| 14 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.36% | +0.09% | +0.37% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.35% | -0.01% | -0.11% | |
| 16 | XOM | Exxon Mobil CORP | Stock-Energy | 0.34% | -0.36% | EXIT | |
| 17 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.22% | +0.06% | +18.31% | |
| 18 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.20% | — | -0.01% | |
| 19 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.17% | — | -1.06% | |
| 20 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.15% | +0.01% | -0.05% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.14% | -0.02% | +1.94% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 0.13% | -0.01% | — | |
| 23 | TXN | Texas Instruments Inc | Stock-Tech | 0.13% | -0.05% | EXIT | |
| 24 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.12% | -0.01% | -0.67% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.12% | +0.03% | -0.32% | |
| 26 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.11% | -0.01% | -5.39% | |
| 27 | AAPL | Apple Inc | Stock-Tech | 0.11% | +0.01% | -8.01% | |
| 28 | OKE | Oneok Inc | Stock-Energy | 0.11% | +0.01% | — | |
| 29 | IBM | Intl Business Machines CORP | Stock-Tech | 0.10% | -0.01% | — | |
| 30 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.10% | — | -8.52% | |
| 31 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.08% | -0.02% | -9.74% | |
| 32 | PSX | Phillips 66 | Stock-Energy | 0.07% | +0.01% | — | |
| 33 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.06% | +0.01% | +1.95% | |
| 34 | PWV | Invesco Large Cap Value ETF | ETF-Large Cap & Growth | 0.06% | — | -0.08% | |
| 35 | OGE | Oge Energy CORP | Stock-Utilities | 0.05% | -0.01% | — | |
| 36 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.05% | — | — | |
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 0.05% | — | — | |
| 38 | COP | Conocophillips | Stock-Energy | 0.05% | — | — | |
| 39 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.04% | +0.01% | -2.52% | |
| 40 | ET | Energy Transfer LP | Stock-Energy | 0.04% | — | +43.75% | |
| 41 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.04% | +0.02% | -0.59% | |
| 42 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.03% | — | — | |
| 43 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.03% | -0.01% | -1.36% | |
| 44 | TRI4EUR | Thomson Reuters CORP | Stock-Other | 0.03% | -0.02% | EXIT | |
| 45 | WMB | Williams Cos Inc | Stock-Energy | 0.03% | — | — | |
| 46 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.03% | — | — | |
| 47 | SFNC | Simmons First Natl Corp-cl A | Stock-Other | 0.03% | — | — | |
| 48 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.03% | — | — | |
| 49 | MSFT | Microsoft CORP | Stock-Tech | 0.02% | — | — | |
| 50 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.02% | — | — |
According to official SEC Form 13F filings, Retirement Investment Advisors, Inc. reported a total U.S. public equity portfolio value of $1.4B across 61 disclosed positions in Q2 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 VUG, VTV, IEFA) accounted for 59.9% of total reported equity market value during Q2 2025.
Top New Position Initiated
AMZN
市值: $210.6K
Top Position Liquidated / Trimmed
VTEB
前期市值: $4.7M
During Q2 2025, Retirement Investment Advisors, Inc.'s top holdings by market value included VUG (20.9%)、VTV (20.9%)、IEFA (15.2%). The largest single position, VUG, represented 20.9% of total portfolio value.
In Q2 2025, Retirement Investment Advisors, Inc. made 31 total portfolio adjustments, initiating 1 new buys, adding to 17 positions, trimming 13 holdings, and fully liquidating 0 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.