Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
RIA Advisory Group LLC (CIK 1958384) reported $420.7M across 142 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: QQQ ($47.5M, 11.30%), SGOV ($40.2M, 9.55%), VTI ($39.7M, 9.44%), OEF ($36.7M, 8.72%), SLV ($30.9M, 7.33%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | $47.5M | 11.30% | 82,381 | Added |
| 2 | SGOV | ISHARES TR | $40.2M | 9.55% | 399,143 | Added |
| 3 | VTI | VANGUARD INDEX FDS | $39.7M | 9.44% | 123,804 | Added |
| 4 | OEF | ISHARES TR | $36.7M | 8.72% | 115,339 | Added |
| 5 | SLV | ISHARES SILVER TR | $30.9M | 7.33% | 452,767 | Trimmed |
| 6 | SPY | STATE STR SPDR S&P 500 ETF T | $13.9M | 3.30% | 21,374 | Added |
| 7 | PSLV | SPROTT ASSET MANAGEMENT LP | $11.1M | 2.63% | 454,482 | Added |
| 8 | KO | COCA COLA CO | $8.2M | 1.94% | 107,193 | Trimmed |
| 9 | JNJ | JOHNSON & JOHNSON | $7.5M | 1.79% | 30,841 | Added |
| 10 | BIL | SPDR SERIES TRUST | $7.3M | 1.73% | 79,201 | Trimmed |
| 11 | MSFT | MICROSOFT CORP | $6.8M | 1.63% | 18,502 | Added |
| 12 | NVDA | NVIDIA CORPORATION | $6.8M | 1.63% | 39,237 | Trimmed |
| 13 | AAPL | APPLE INC | $6.6M | 1.58% | 26,134 | Added |
| 14 | MCD | MCDONALDS CORP | $6.6M | 1.56% | 21,159 | Trimmed |
| 15 | FEOE | RBB FUND TRUST | $6.5M | 1.55% | 129,595 | New |
| 16 | PG | PROCTER & GAMBLE CO | $6.5M | 1.54% | 44,829 | Added |
| 17 | AMZN | AMAZON COM INC | $6.4M | 1.52% | 30,736 | Added |
| 18 | V | VISA INC | $6.4M | 1.52% | 21,161 | Added |
| 19 | SHV | ISHARES TR | $6.1M | 1.46% | 55,576 | Added |
| 20 | IGV | ISHARES TR | $5.5M | 1.32% | 69,219 | New |
| 21 | GOOG | ALPHABET INC | $5.2M | 1.24% | 18,122 | Added |
| 22 | GDXJ | VANECK ETF TRUST | $4.7M | 1.11% | 38,976 | Added |
| 23 | GDX | VANECK ETF TRUST | $4.3M | 1.02% | 46,895 | Added |
| 24 | XLG | INVESCO EXCHANGE TRADED FD T | $3.6M | 0.85% | 65,654 | Trimmed |
| 25 | KOD | KODIAK SCIENCES INC | $3.2M | 0.77% | 84,672 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31