Ramiah Investment Group

Q1 2026 13F-HR Holdings

Location
Brookfield, WI
Holdings as of
3/31/2026
Date filed
4/21/2026
Form type
13F-HR
Num holdings
32
Total value ($000)
$99,475
Net value change ($000)
-2,656 (-2.6%)
New positions
2
Sold out positions
6
Turnover %
62.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/28/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BIL 21,544 1613.8%
RSP 14,450 NEW
QQQE 6,412 NEW
BCI 491 36.4%
VB 446 5.7%
VEU 309 6.9%
VTI 302 2.8%
VOOV 249 5.0%
SCHH 229 11.5%
VCSH 11 0.7%
Top Reduces (Value $000, Stocks/ETFs)
SPY -22,148 -100.0%
QQQ -8,641 -100.0%
IJS -3,225 -100.0%
IVW -3,204 -100.0%
IJJ -3,185 -100.0%
EEM -2,526 -80.4%
EFA -2,442 -69.9%
EWC -671 -100.0%
ESGU -212 -11.5%
SGOV -168 -13.1%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type