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Ramiah Investment Group

Q1 2026 13F Holdings

  • Location
    brookfield, WI
  • Num holdings

    35

  • Value ($000)

    $14,970

  • Date Filed
    05/29/2026
  • Form type
    new holdings
  • CIK
    0001566307
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IJJ

ISHARES TR

S&P MC 400VL ETF
464287705
$1.01M
7 %

7,645

I
IJS

ISHARES TR

SP SMCP600VL ETF
464287879
$1.01M
7 %

8,521

S
SPY

STATE STR SPDR S&P 500 ETF T

TR UNIT
78462F103
$745.29K
5 %

1,146

B
BIV

VANGUARD BD INDEX FDS

INTERMED TERM
921937819
$668.86K
5 %

8,666

I
IVW

ISHARES TR

S&P 500 GRWT ETF
464287309
$625.16K
4 %

5,527

C
CRM

SALESFORCE INC

COM
79466L302
$586.14K
4 %

3,140

N
NDQ

INVESCO QQQ TR

UNIT SER 1
46090E103
$545.44K
4 %

945

M
MSFT

MICROSOFT CORP

COM
594918104
$534.9K
4 %

1,445

J
JNJ

JOHNSON & JOHNSON

COM
478160104
$471.28K
3 %

1,928

V
VCLT

VANGUARD SCOTTSDALE FDS

LG-TERM COR BD
92206C813
$468.2K
3 %

6,266

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