Ria Advisory Group LLC Portfolio Holdings

Ria Advisory Group LLC

  • $390 Billion
  • Q3 2025

Ria Advisory Group LLC has filed its 13F form on December 01, 2025 for Q3 2025 where it was disclosed a total value porftolio of $390 Billion distributed in 151 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $37.7B, Vanguard Total Stock Market Et with a value of $32.5B, Vanguard Bd Index Fd Inc Total with a value of $30.7B, Ishares S&P 100 ETF with a value of $30.7B, and I Shares Silver Trust with a value of $23.8B.

Examining the 13F form we can see an increase of $50B in the current position value, from $340B to 390B.

Ria Advisory Group LLC is based out at Ames, IA

Below you can find more details about Ria Advisory Group LLC portfolio as well as his latest detailed transactions.

Portfolio value $390 Billion
ETFs: $240 Billion
Technology: $38.8 Billion
Consumer Cyclical: $21.5 Billion
Communication Services: $20.1 Billion
Consumer Defensive: $18.4 Billion
Financial Services: $15.8 Billion
Industrials: $8.76 Billion
Utilities: $6.28 Billion
Other: $6.49 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$37.7 Billion 9.66% of portfolio
62,778
Q3 2025 Reduced 5.42%
$0
$32.5 Billion 8.34% of portfolio
99,125
Q3 2025 Added 4.36%
$0
$30.7 Billion 7.86% of portfolio
412,430
Q3 2025 Added 5.37%
$0
$30.7 Billion 7.86% of portfolio
92,158
Q3 2025 Added 3.54%
$24.1B
$23.8 Billion 6.1% of portfolio
561,385
Q3 2025 Added 20.1%
$0
$15 Billion 3.84% of portfolio
163,396
Q3 2025 Added 53.48%
$0
$13.8 Billion 3.54% of portfolio
20,714
Q3 2025 Reduced 5.81%
$1.37T
$9.31 Billion 2.39% of portfolio
12,671
Q3 2025 Added 4.31%
$465B
$7.45 Billion 1.91% of portfolio
39,939
Q3 2025 Reduced 0.27%
$0
$7.47 Billion 1.91% of portfolio
54,445
Q3 2025 Reduced 4.75%
$0
$7.2 Billion 1.85% of portfolio
64,223
Q3 2025 Added 0.16%
$3.78T
$6.94 Billion 1.78% of portfolio
13,399
Q3 2025 Added 6.12%
$172B
$6.54 Billion 1.68% of portfolio
148,786
Q3 2025 New
$0
$6.27 Billion 1.61% of portfolio
56,714
Q3 2025 Added 7.12%
$224B
$6.17 Billion 1.58% of portfolio
20,314
Q3 2025 New
$533B
$5.95 Billion 1.53% of portfolio
17,441
Q3 2025 Added 8.09%
$4.3T
$5.92 Billion 1.52% of portfolio
23,258
Q3 2025 Added 9.22%
$2.39T
$5.81 Billion 1.49% of portfolio
26,483
Q3 2025 Added 5.28%
$1.29T
$5.82 Billion 1.49% of portfolio
13,078
Q3 2025 Reduced 1.55%
$346B
$5.71 Billion 1.46% of portfolio
37,132
Q3 2025 Added 7.79%
$0
$3.98 Billion 1.02% of portfolio
69,196
Q3 2025 Reduced 5.29%
$388B
$3.77 Billion 0.97% of portfolio
23,298
Q3 2025 Reduced 0.21%
$143B
$3.74 Billion 0.96% of portfolio
111,574
Q3 2025 Added 2.16%
Vanguard Malvern Fds
-
$3.39 Billion 0.87% of portfolio
-
Q3 2025 New
$193B
$2.79 Billion 0.72% of portfolio
24,362
Q3 2025 Added 1.44%
$1.02B
$2.71 Billion 0.69% of portfolio
165,534
Q3 2025 Added 1.27%
$0
$2.64 Billion 0.68% of portfolio
34,566
Q3 2025 New
$79.2B
$2.62 Billion 0.67% of portfolio
37,526
Q3 2025 Added 1.64%
$0
$2.55 Billion 0.65% of portfolio
25,722
Q3 2025 New
$68.9B
$2.43 Billion 0.62% of portfolio
10,316
Q3 2025 Added 4.21%
$0
$2.37 Billion 0.61% of portfolio
89,867
Q3 2025 Reduced 10.5%
$0
$2.32 Billion 0.59% of portfolio
84,902
Q3 2025 Reduced 2.72%
$3.8B
$2.31 Billion 0.59% of portfolio
89,850
Q1 2023 New
Ishares Ethereum Tr
-
$2.25 Billion 0.58% of portfolio
-
Q3 2025 New
$151B
$2.12 Billion 0.54% of portfolio
6,022
Q3 2025 New
$342B
$2.08 Billion 0.53% of portfolio
11,424
Q3 2025 Reduced 4.53%
$104B
$1.82 Billion 0.47% of portfolio
6,202
Q3 2025 Reduced 0.48%
Ishares Bitcoin Trust ETF
-
$1.83 Billion 0.47% of portfolio
-
Q3 2025 Added 7.32%
$0
$1.84 Billion 0.47% of portfolio
117,498
Q3 2025 Reduced 2.49%
$91.4B
$1.81 Billion 0.46% of portfolio
11,655
Q3 2025 Added 1.92%
$0
$1.67 Billion 0.43% of portfolio
21,284
Q3 2025 New
$45.6B
$1.63 Billion 0.42% of portfolio
36,184
Q3 2025 Added 50.52%
$0
$1.55 Billion 0.4% of portfolio
57,766
Q3 2025 Added 7.74%
$0
$1.53 Billion 0.39% of portfolio
59,696
Q3 2025 Added 7.9%
$317B
$1.5 Billion 0.38% of portfolio
17,863
Q3 2025 Added 0.1%
Ishares Tr
-
$1.47 Billion 0.38% of portfolio
-
Q3 2025 Reduced 1.0%
$0
$1.44 Billion 0.37% of portfolio
56,387
Q3 2025 Added 8.07%
$62.3B
$1.41 Billion 0.36% of portfolio
12,500
Q3 2025 Added 54.21%
$0
$1.39 Billion 0.36% of portfolio
54,028
Q3 2025 Added 9.0%

Summary

  • Portfolio
  • No. of Stocks 151
  • Current Value $390 Billion
  • Prior Value $340 Billion
  • Filing
  • Period Q3 2025
  • Filing Date December 01, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 26 stocks
  • Additional Purchases 58 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 57 stocks
Track This Portfolio

Track Ria Advisory Group LLC Portfolio

Follow Ria Advisory Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ria Advisory Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ria Advisory Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email