Retirement Investment Advisors, Inc.
CIK: 0001957886Latest portfolio: $1.2B · Q4 2025
Holdings
65
Total Value
$1.2B
New Positions
65
Closed Positions
0
Top Holdings
View All 65 Holdings →| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | VTVVANGUARD INDEX FDS | 1,375,849 | $262.8M | 21.18% | NEW | |
| 2 | VUGVANGUARD INDEX FDS | 526,861 | $257.0M | 20.71% | NEW | |
| 3 | AQLTISHARES TR | 2,083,353 | $186.4M | 15.02% | NEW | |
| 4 | BIVVANGUARD BD INDEX FDS | 1,716,738 | $133.7M | 10.77% | NEW | |
| 5 | IEMGISHARES INC | 1,382,686 | $92.9M | 7.49% | NEW | |
| 6 | VBRVANGUARD INDEX FDS | 393,715 | $83.4M | 6.72% | NEW | |
| 7 | BNDXVANGUARD CHARLOTTE FDS | 995,929 | $48.1M | 3.88% | NEW | |
| 8 | MUBISHARES TR | 422,852 | $45.3M | 3.65% | NEW | |
| 9 | EMBISHARES TR | 291,358 | $28.1M | 2.26% | NEW | |
| 10 | HYLBDBX ETF TR | 529,159 | $19.5M | 1.57% | NEW | |
| 11 | VBKVANGUARD INDEX FDS | 62,479 | $18.9M | 1.52% | NEW | |
| 12 | HYDVANECK ETF TRUST | 144,805 | $7.4M | 0.60% | NEW | |
| 13 | VTEBVANGUARD MUN BD FDS | 111,552 | $5.6M | 0.45% | NEW | |
| 14 | SCHVSCHWAB STRATEGIC TR | 155,871 | $4.6M | 0.37% | NEW | |
| 15 | XOMEXXON MOBIL CORP | 36,842 | $4.4M | 0.36% | NEW | |
| 16 | NDQINVESCO QQQ TR | 6,757 | $4.2M | 0.33% | NEW | |
| 17 | IVVISHARES TR | 4,395 | $3.0M | 0.24% | NEW | |
| 18 | VEAVANGUARD TAX-MANAGED FDS | 41,663 | $2.6M | 0.21% | NEW | |
| 19 | SDYSPDR SER TR | 15,460 | $2.2M | 0.17% | NEW | |
| 20 | VXUSVANGUARD STAR FDS | 26,193 | $2.0M | 0.16% | NEW | |
| 21 | AAPLAPPLE INC | 6,466 | $1.8M | 0.14% | NEW | |
| 22 | IJRISHARES TR | 14,098 | $1.7M | 0.14% | NEW | |
| 23 | SPYSPDR S&P 500 ETF TR | 2,477 | $1.7M | 0.14% | NEW | |
| 24 | BRK/BBERKSHIRE HATHAWAY INC DEL | 3,278 | $1.6M | 0.13% | NEW | |
| 25 | VWOVANGUARD INTL EQUITY INDEX F | 26,399 | $1.4M | 0.11% | NEW |
Quarterly Changes
Sector Breakdown
Financial Services0.0% ($2.6277325703413373e+127T)
Energy0.0% ($4433882862511.5T)
Technology0.0% ($175713691110.6T)
Unknown0.0% ($18637641.5T)
Consumer Cyclical0.0% ($1101306.3T)
Industrials0.0% ($266.2B)
Healthcare0.0% ($333.2M)
Communication Services0.0% ($246.2M)
Consumer Defensive0.0% ($886K)
Utilities0.0% ($577K)
Filing History
| Quarter | Filing Date | Portfolio Value | Holdings |
|---|---|---|---|
| Q4 2025 | Jan 21, 2026 | $1.2B | 66 |
| Q3 2025 | Oct 28, 2025 | $1.2T | 0 |
| Q2 2025 | Aug 7, 2025 | $1.1T | 61 |
| Q1 2025 | May 13, 2025 | $987.7B | 60 |
| Q4 2024 | Feb 12, 2025 | $948.3B | 62 |
| Q3 2024 | Nov 14, 2024 | $915.5T | 56 |
| Q2 2024 | Aug 12, 2024 | $823.6T | 54 |
| Q4 2023 | Feb 8, 2024 | $698.6T | 51 |
| Q3 2023 | Nov 13, 2023 | $1098.3T | 59 |
| Q2 2023 | Aug 14, 2023 | $833.9T | 67 |
| Q1 2023 | May 15, 2023 | $558.8T | 67 |
| Q4 2022 | Feb 15, 2023 | $154.5T | 50 |
Fund Information
Retirement Investment Advisors, Inc. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $1.2B across 65 holdings. The largest position is VANGUARD INDEX FDS (VTV), representing 21.2% of the portfolio. Compared to the previous quarter, the fund opened 65 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.