Retirement Investment Advisors, Inc.

Q1 2026 13F-HR Holdings

Location
Oklahoma City, OK
Holdings as of
3/31/2026
Date filed
4/15/2026
Form type
13F-HR
Num holdings
67
Total value ($000)
$1,242,348
Net value change ($000)
+1,504 (0.1%)
New positions
2
Sold out positions
0
Turnover %
0.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/21/2026 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)
VOO 266 NEW
EPD 255 NEW
IEFA 197 0.1%
MUB 134 0.3%
HYD 133 1.8%
IEMG 125 0.1%
OKE 111 12.6%
VBR 52 0.1%
VEA 51 2.0%
ET 50 10.8%
Top Reduces (Value $000, Stocks/ETFs)
—
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type