AiSiWhale

AI & tech investing

Retirement Investment Advisors, Inc.

CIK 1957886

13F filing for Q2 2026・No. 2,085

Holdings
US$1.4B
Quarter change
+US$160.25M
Entries
66
Net bought (estimate)
+US$60.93M

The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.

Net bought (estimate)

Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.

  • New 4
  • Sold out 5
  • Cut 18
  • Added 30
  • Corporate actions 0
  • Unchanged 14

Largest holdings

66 stocks worth US$1.4B, options and bonds left out.

StockThis quarterValueWeight
VANGUARD INDEX FDSVALUE ETFAddedUS$311.98M22.24%
VUGVANGUARD INDEX FDSGROWTH ETFAddedSplit 6:1US$286.63M20.44%
ISHARES TRCORE MSCI EAFEAddedUS$206.27M14.71%
VANGUARD BD INDEX FDSINTERMED TERMAddedUS$138.22M9.85%
IEMGISHARES INCCORE MSCI EMKTCutUS$108.57M7.74%
VANGUARD INDEX FDSSM CP VAL ETFAddedUS$96.33M6.87%
MUBISHARES TRNATIONAL MUN ETFAddedUS$58.05M4.14%
VANGUARD CHARLOTTE FDSTOTAL INT BD ETFAddedUS$50.96M3.63%
BLACKROCK ETF TRUSTI SharesAddedUS$29.43M2.10%
VANGUARD INDEX FDSSML CP GRW ETFAddedUS$25.22M1.80%

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Filings

The quarter's original 13F filings (SEC).

13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.

AiSiWhaleAI & tech investing

Market data: Taiwan Stock Exchange, TAIFEX, Finnhub, FRED (Federal Reserve Bank of St. Louis), Tiingo, CoinGecko.

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Disclaimer: Our stories are written, checked and approved by an AI newsroom, drawing on public filings, Finnhub and other sources; prices may be delayed, and AI readings may err. For reference only, not investment advice — invest with care.