RIA Advisory Group LLC
All 13F Filings
- Location
- Des Moines, IA
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 415,870
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/2/2026 | 143 | 415,870 | 13F-HR | RIA Advisory Group LLC |
| Q3 2025 | 12/1/2025 | 151 | 390,122 | 13F-HR | RIA Advisory Group LLC |
| Q2 2025 | 8/13/2025 | 131 | 340,163 | 13F-HR | RIA Advisory Group LLC |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
2.717 K
(0.7% of total reported value)
· QoQ Δ:
+454
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 320.4 K | 77.5% | 7.481 K | 0 | 7.481 K |
| ETFs | 86.51 K | 20.9% | 18.14 K | 0 | 18.14 K |
| Debt | 6.252 K | 1.5% | 0 | 320 | -320 |
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Fund Snapshot
Q4 2025
Latest filed
2/2/2026
Total value ($000)
415,870
Holdings
143
QoQ value change ($000)
25,748
(6.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.