account_balance

Investment manager · 13F filer · SEC CIK 1958384

RIA Advisory Group LLC

Reported value$353Mas of Sep 30, 2026
Positions134 13 new, 32 sold out
Top 10 weight56.5%DFUS alone is 16%
FiledOct 1515 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
DFUS Dimensional ETF Trust 16.0% Added +5984%
SGOV iShares Tr 9.2% Trimmed −22%
QQQ Invesco QQQ Tr 8.7% Trimmed −36%
BIL SPDR Series Trust 5.9% Held
SLV iShares Silver Trust 4.4% HeldSPCX Space Exploration Technologies Corp 3.3% Added +61%PSLV Sprott Physical Silver Trust 2.5% HeldKOD Kodiak Sciences Inc. 2.3% Trimmed −3%
AIRR First Tr Exchange Traded Fd 2.1% Trimmed −23%
KO Coca-Cola Co 2.1% Trimmed −23%MSFT Microsoft Corp 1.8% Trimmed −34%AAPL Apple Inc. 1.8% Trimmed −32%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 15, 2026, compared with the Jul 23, 2026 filing
add_circleNew
  • JEPI $390K
  • AVAV $389K
  • KTOS $376K
  • JEPQ $366K
arrow_upwardAdded
  • DFUS +5984%
  • JPM +896%
  • AGQ +90%
  • EMPB +83%
arrow_downwardTrimmed
  • RSP −94%
  • IBIT −55%
  • TSLA −50%
  • QQQM −49%
remove_circleSold out
  • IGV $3.41M
  • XOVR $1.56M
  • PRF $553K
  • VRT $435K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist