RIA Advisory Group LLC

Q2 2026 13F-HR Holdings

Location
Des Moines, IA
Holdings as of
6/30/2026
Date filed
7/23/2026
Form type
13F-HR
Num holdings
154
Total value ($000)
$459,570
Net value change ($000)
+38,859 (9.2%)
New positions
23
Sold out positions
14
Turnover %
8.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
RSP 64,864 20991.6%
BIL 13,141 181.1%
AIRR 12,694 NEW
FEOE 12,467 190.7%
SPACE EXPLORATION TECHN CORP 8,272 NEW
SGOV 1,802 4.5%
XOVR 1,561 NEW
GOOGL 1,486 28.6%
AAPL 1,383 20.9%
NVDA 1,334 19.5%
Top Reduces (Value $000, Stocks/ETFs)
VTI -33,162 -83.5%
OEF -32,606 -88.9%
SPY -10,121 -72.8%
SLV -3,883 -20.5%
PSLV -2,486 -22.4%
IGV -2,135 -38.5%
ORCL -1,588 -100.0%
PLTR -1,272 -79.9%
QLD -1,259 -100.0%
SSO -1,175 -100.0%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 9,357 (2.0% of total reported value)
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