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What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
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CIK: 0001957886
Total reported value
$1.4B
$1.4B
65 檔
63.5%
According to the latest 13F quarterly dataset, Retirement Investment Advisors, Inc. managed an equity portfolio of $1.4B at the end of Q3 2025, spanning 65 distinct U.S. exchange-listed positions.
In Q3 2025, Retirement Investment Advisors, Inc. displayed an active expansion posture, initiating 7 new positions and adding to 27 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 21.07% | +0.94% | -0.26% | |
| 2 | VTV | Vanguard Value ETF | ETF-Other | 20.90% | -0.96% | +2.73% | |
| 3 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 14.94% | +0.09% | +1.75% | |
| 4 | BIV | Vanguard Intermediate-term B | ETF-Other | 10.90% | +0.26% | +3.04% | |
| 5 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 7.53% | +0.17% | +1.62% | |
| 6 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 6.70% | -0.44% | +1.70% | |
| 7 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 3.93% | +0.02% | +4.31% | |
| 8 | MUB | Ishares National Muni Bond E | ETF-Other | 3.47% | -0.29% | +10.69% | |
| 9 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 2.24% | -0.07% | +3.36% | |
| 10 | HYLB | Xtrackers Usd High Yield Cor | ETF-High Yield | 1.60% | -0.01% | +2.02% | |
| 11 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.51% | +0.02% | +2.90% | |
| 12 | HYD | Vaneck High Yield Muni ETF | ETF-High Yield | 0.57% | -0.02% | +10.35% | |
| 13 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.41% | -0.02% | +4.46% | |
| 14 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.35% | -0.03% | -0.14% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.35% | +0.01% | -0.64% | |
| 16 | XOM | Exxon Mobil CORP | Stock-Energy | 0.35% | — | +4.08% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.24% | — | — | |
| 18 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.21% | — | +0.09% | |
| 19 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.19% | -0.01% | +0.35% | |
| 20 | VXUS | Vanguard Total Intl Stock | ETF-Other | 0.17% | — | -0.10% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 0.15% | +0.01% | +2.21% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.14% | -0.01% | -1.60% | |
| 23 | ✓ | Stock-Other | 0.14% | — | — | ||
| 24 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.13% | — | +23.07% | |
| 25 | ✓ | Berkshire Hathaway Inc Del Cl B New | Stock-Other | 0.13% | — | — | |
| 26 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.12% | — | -0.54% | |
| 27 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.11% | — | — | |
| 28 | TXN | Texas Instruments Inc | Stock-Tech | 0.10% | — | -3.86% | |
| 29 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.10% | -0.01% | -0.37% | |
| 30 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.09% | -0.01% | — | |
| 31 | IBM | Intl Business Machines CORP | Stock-Tech | 0.09% | -0.02% | — | |
| 32 | OKE | Oneok Inc | Stock-Energy | 0.09% | -0.09% | EXIT | |
| 33 | PSX | Phillips 66 | Stock-Energy | 0.08% | +0.02% | — | |
| 34 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.07% | — | — | |
| 35 | WMT | Walmart Inc | Stock-Consumer Staples | 0.07% | -0.01% | +34.57% | |
| 36 | IWN | Ishares Russell 2000 Value E | ETF-Small Cap | 0.06% | -0.01% | — | |
| 37 | PWV | Invesco Large Cap Value ETF | ETF-Large Cap & Growth | 0.06% | — | — | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.05% | — | — | |
| 39 | OGE | Oge Energy CORP | Stock-Utilities | 0.05% | -0.01% | — | |
| 40 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.05% | -0.01% | — | |
| 41 | COP | Conocophillips | Stock-Energy | 0.04% | +0.01% | -14.48% | |
| 42 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.04% | — | +3.52% | |
| 43 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.03% | — | +19.04% | |
| 44 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.03% | — | -1.12% | |
| 45 | MSFT | Microsoft CORP | Stock-Tech | 0.03% | +0.01% | +16.48% | |
| 46 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.03% | — | +7.80% | |
| 47 | WMB | Williams Cos Inc | Stock-Energy | 0.03% | -0.02% | EXIT | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.02% | — | +13.37% | |
| 49 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.02% | — | — | |
| 50 | SFNC | Simmons First Natl Corp-cl A | Stock-Other | 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 65 disclosed positions in Q3 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 63.5% of total reported equity market value during Q3 2025.
Top New Position Initiated
IVV
市值: $2.9M
Top Position Liquidated / Trimmed
BRK-B
前期市值: $1.6M
During Q3 2025, Retirement Investment Advisors, Inc.'s top holdings by market value included VUG (21.1%)、VTV (20.9%)、IEFA (14.9%). The largest single position, VUG, represented 21.1% of total portfolio value.
In Q3 2025, Retirement Investment Advisors, Inc. made 53 total portfolio adjustments, initiating 7 new buys, adding to 27 positions, trimming 17 holdings, and fully liquidating 2 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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