Ramiah Investment Group
RIA/Wealth
Ramiah Investment Group is a RIA/Wealth based in Brookfield, WI led by Ramu Ramiah, reporting $256.4M in AUM as of Q3 2025 with 97% ETF concentration, 70% concentrated in top 10 holdings, and 22% allocation to SPY.
PresidentRamu Ramiah
- Portfolio Value
- $101.1M
- Positions
- 34
- Top Holding
- SPY at 21.67%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Ramiah Investment Group's portfolio (70.2% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $21.9M | 21.67% | +$11.2M Bought | — 32.9K shares | |
ETF ETF | $9.9M | 9.80% | +$1.6M Bought | — 30.2K shares | |
ETF ETF | $8.6M | 8.55% | -$7.7M Sold | — 14.4K shares | |
ETF ETF | $7.2M | 7.11% | +$968.8K Bought | — 28.3K shares | |
ETF ETF | $4.5M | 4.40% | +$1.0M Bought | — 22.3K shares | |
ETF ETF | $4.0M | 3.97% | +$1.5M Bought | — 56.3K shares | |
ETF ETF | $3.8M | 3.75% | +$1.8M Bought | — 51.0K shares | |
ETF ETF | $3.8M | 3.73% | +$860.0K Bought | — 41.1K shares | |
ETF ETF | $3.8M | 3.72% | +$3.8M Bought | — 40.3K shares | |
ETF ETF | $3.6M | 3.51% | +$3.6M Bought | — 29.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Ramiah Investment Group's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
-47.0% | |
-17.83% | |
-5.72% | |
-4.46% | |
-3.84% |
Analytics
Portfolio insights and performance metrics for Ramiah Investment Group
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