RAM Investment Partners, LLC

CIK 0001989672 • 7 13F filings • Apr 23, 2025 – Oct 21, 2026

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Filer information

Filed by: RAM Investment Partners, LLC, Chief Compliance Officer
Address: 10655 NE 4TH STREET, SUITE 500, BELLEVUE, WA, 98004
Phone: 425-467-1011
AUM: $553.0M

AUM over time

$630.9M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2026

Q3 2025

Q2 2026

Q2 2025

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $553.0M1 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$707K	0.1%	5,642 SH	New
ABBVIE INC	COM	$1.3M	0.2%Prev: 0.2%	5,617 SH	Decreased-401 SH
ADVANCED MICRO DEVICES INC	COM	$136K	0.0%Prev: 0.2%	636 SH	Decreased-1,189 SH
ALPHABET INC	CAP STK CL A	$2.4M	0.4%Prev: 0.4%	7,561 SH	Increased+1,028 SH
ALPHABET INC	CAP STK CL C	$6.5M	1.2%Prev: 1.0%	20,726 SH	Decreased+1,335 SH
AMAZON COM INC	COM	$11.2M	2.0%Prev: 1.7%	48,450 SH	Increased+5,070 SH
AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$1.1M	0.2%Prev: 0.2%	14,161 SH	Decreased-1,598 SH
AMERICAN CENTY ETF TR	INTL EQT ETF	$2.2M	0.4%Prev: 0.4%	26,477 SH	Decreased-345 SH
AMERICAN CENTY ETF TR	US EQT ETF	$3.0M	0.5%Prev: 0.5%	26,710 SH	Decreased+2,606 SH
AMERICAN EXPRESS CO	COM	$137K	0.0%Prev: 0.0%	369 SH	Decreased-390 SH
APPLE INC	COM	$5.0M	0.9%Prev: 1.0%	18,457 SH	Decreased-1,205 SH
APPLIED MATLS INC	COM	$532K	0.1%Prev: 0.2%	2,070 SH	Decreased-230 SH
AT&T INC	COM	$182K	0.0%Prev: 0.0%	7,314 SH	Decreased-1,662 SH
AUTOMATIC DATA PROCESSING IN	COM	$151K	0.0%	585 SH	New
BANK AMERICA CORP	COM	$113K	0.0%	2,060 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$981K	0.2%Prev: 0.2%	1,952 SH	Decreased-76 SH
BROADCOM INC	COM	$3.1M	0.6%Prev: 0.7%	8,925 SH	Decreased-4,201 SH
CATERPILLAR INC	COM	$121K	0.0%Prev: 0.1%	211 SH	Decreased-258 SH
CINTAS CORP	COM	$156K	0.0%Prev: 0.0%	830 SH	Decreased-301 SH
CISCO SYS INC	COM	$104K	0.0%Prev: 0.1%	1,351 SH	Decreased-2,043 SH
COLGATE PALMOLIVE CO	COM	$235K	0.0%Prev: 0.0%	2,973 SH	Increased+507 SH
COSTCO WHSL CORP NEW	COM	$6.9M	1.3%	8,024 SH	New
CSX CORP	COM	$134K	0.0%Prev: 0.0%	3,702 SH	Decreased-1,998 SH
DIMENSIONAL ETF TRUST	CALIF MUN BD ETF	$793K	0.1%Prev: 0.1%	15,842 SH	Increased+5,392 SH
DIMENSIONAL ETF TRUST	EMERGING MARKETS	$2.8M	0.5%	67,844 SH	New
DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$42.0M	7.6%Prev: 8.3%	1,288,728 SH	Decreased-43,769 SH
DIMENSIONAL ETF TRUST	GLOBAL SUSTAINA	$3.1M	0.6%Prev: 0.5%	59,084 SH	Increased-346 SH
DIMENSIONAL ETF TRUST	INTERNATIONAL	$5.2M	0.9%Prev: 1.0%	121,930 SH	Decreased-20,938 SH
DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$685K	0.1%Prev: 0.1%	13,737 SH	Decreased-1,789 SH
DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$70.8M	12.8%Prev: 12.8%	1,857,465 SH	Decreased-89,360 SH
DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$1.1M	0.2%Prev: 0.4%	35,610 SH	Decreased-39,105 SH
DIMENSIONAL ETF TRUST	INTL SMALL CAP E	$236K	0.0%	7,176 SH	New
DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$1.9M	0.3%Prev: 0.6%	49,843 SH	Decreased-38,871 SH
DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$24.5M	4.4%Prev: 2.5%	509,229 SH	Increased+164,117 SH
DIMENSIONAL ETF TRUST	SHORT DURATION F	$45.6M	8.3%	952,008 SH	New
DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$108.2M	19.6%	2,731,780 SH	New
DIMENSIONAL ETF TRUST	US EQUITY MARKET	$1.6M	0.3%	21,830 SH	New
DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$1.0M	0.2%	26,400 SH	New
DIMENSIONAL ETF TRUST	US LARGE CAP VAL	$313K	0.1%	9,149 SH	New
DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$1.4M	0.2%Prev: 0.2%	29,014 SH	Decreased+1,308 SH
DIMENSIONAL ETF TRUST	US REAL ESTATE E	$31.0M	5.6%	1,355,398 SH	New
DIMENSIONAL ETF TRUST	US SMALL CAP ETF	$242K	0.0%Prev: 0.0%	3,470 SH	Decreased+128 SH
DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$1.5M	0.3%	45,728 SH	New
DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$5.3M	1.0%Prev: 1.1%	121,104 SH	Decreased-27,434 SH
DIMENSIONAL ETF TRUST	US TARGETED VLU	$668K	0.1%Prev: 0.1%	11,226 SH	Increased+1,544 SH
DIMENSIONAL ETF TRUST	WORLD EQUITY ETF	$564K	0.1%Prev: 0.1%	7,624 SH	Decreased-1,855 SH
DIMENSIONAL ETF TRUST	WORLD EX US CORE	$5.1M	0.9%Prev: 0.9%	157,292 SH	Decreased+7,658 SH
ELI LILLY & CO	COM	$251K	0.0%Prev: 0.1%	234 SH	Decreased-61 SH
ENDAVA PLC	ADS	$168K	0.0%Prev: 0.0%	26,601 SH	Increased
EXPEDITORS INTL WASH INC	COM	$194K	0.0%Prev: 0.0%	1,304 SH	Decreased-170 SH
EXXON MOBIL CORP	COM	$167K	0.0%	1,391 SH	New
FIDELITY COVINGTON TRUST	ENHANCED MID	$216K	0.0%	5,927 SH	New
FIDELITY COVINGTON TRUST	HIGH DIVID ETF	$297K	0.1%	5,232 SH	New
GE AEROSPACE	COM NEW	$66K	0.0%Prev: 0.0%	214 SH	Decreased-506 SH
INTERNATIONAL BUSINESS MACHS	COM	$53K	0.0%	179 SH	New
INVESCO EXCH TRADED FD TR II	S&P 500 MOMNTM	$733K	0.1%Prev: 0.1%	6,147 SH	Decreased
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$222K	0.0%Prev: 0.0%	1,159 SH	Decreased+71 SH
INVESCO QQQ TR	UNIT SER 1	$868K	0.2%Prev: 0.1%	1,414 SH	Increased+282 SH
ISHARES INC	CORE MSCI EMKT	$266K	0.0%Prev: 0.1%	3,952 SH	Decreased-1,315 SH
ISHARES TR	20 YR TR BD ETF	$411K	0.1%	4,718 SH	New
ISHARES TR	CORE MSCI TOTAL	$335K	0.1%Prev: 0.1%	3,955 SH	Decreased
ISHARES TR	CORE S&P SCP ETF	$205K	0.0%Prev: 0.1%	1,702 SH	Decreased-1,459 SH
ISHARES TR	CORE S&P500 ETF	$845K	0.2%Prev: 0.7%	1,234 SH	Decreased-4,780 SH
ISHARES TR	IBOXX HI YD ETF	$312K	0.1%Prev: 0.0%	3,865 SH	Increased+351 SH
ISHARES TR	MRGSTR MD CP GRW	$229K	0.0%Prev: 0.0%	2,865 SH	Decreased
ISHARES TR	MSCI EAFE ETF	$250K	0.0%Prev: 0.1%	2,604 SH	Decreased-865 SH
ISHARES TR	NATIONAL MUN ETF	$614K	0.1%	5,732 SH	New
ISHARES TR	RUS 1000 ETF	$312K	0.1%Prev: 0.1%	836 SH	Decreased
JOHNSON & JOHNSON	COM	$474K	0.1%Prev: 0.1%	2,289 SH	Decreased-615 SH
JPMORGAN CHASE & CO.	COM	$491K	0.1%	1,524 SH	New
LAM RESEARCH CORP	COM NEW	$1.8M	0.3%Prev: 0.5%	10,330 SH	Decreased+192 SH
LATTICE STRATEGIES TR	HARTFORD US EQTY	$386K	0.1%Prev: 0.1%	6,681 SH	Decreased
MARRIOTT INTL INC NEW	CL A	$292K	0.1%Prev: 0.1%	942 SH	Decreased-100 SH
MASTERCARD INCORPORATED	CL A	$429K	0.1%Prev: 0.1%	752 SH	Decreased-362 SH
META PLATFORMS INC	CL A	$2.2M	0.4%Prev: 0.4%	3,318 SH	Decreased+236 SH
MICRON TECHNOLOGY INC	COM	$128K	0.0%Prev: 0.1%	450 SH	Decreased-267 SH
MICROSOFT CORP	COM	$51.6M	9.3%Prev: 8.4%	106,755 SH	Decreased+2,840 SH
NETFLIX INC	COM	$440K	0.1%	4,692 SH	New
NIKE INC	CL B	$818K	0.1%	12,846 SH	New
NURIX THERAPEUTICS INC	COM	$328K	0.1%Prev: 0.1%	17,284 SH	Decreased
NUSHARES ETF TR	NUVEEN ESG LRGCP	$593K	0.1%Prev: 0.1%	6,062 SH	Decreased
NVIDIA CORPORATION	COM	$6.9M	1.3%Prev: 1.6%	37,114 SH	Decreased-7,839 SH
ORACLE CORP	COM	$4.4M	0.8%Prev: 0.4%	22,370 SH	Increased+4,365 SH
PACCAR INC	COM	$1.7M	0.3%Prev: 0.3%	15,382 SH	Decreased-297 SH
PALANTIR TECHNOLOGIES INC	CL A	$343K	0.1%Prev: 0.1%	1,927 SH	Decreased-373 SH
PIMCO ETF TR	INV GRD CRP BD	$46.0M	8.3%Prev: 9.2%	470,404 SH	Decreased-164,968 SH
PORCH GROUP INC	COM	$872K	0.2%Prev: 0.2%	95,490 SH	Decreased+28,050 SH
ROBLOX CORP	CL A	$4.2M	0.8%Prev: 0.3%	51,246 SH	Increased+6,335 SH
RTX CORPORATION	COM	$94K	0.0%Prev: 0.0%	513 SH	Decreased-775 SH
SALESFORCE INC	COM	$541K	0.1%Prev: 0.1%	2,043 SH	Increased+49 SH
SCHWAB CHARLES CORP	COM	$316K	0.1%	3,164 SH	New
SCHWAB STRATEGIC TR	US LRG CAP ETF	$273K	0.0%Prev: 0.1%	10,149 SH	Decreased-14,205 SH
SPDR GOLD TR	GOLD SHS	$439K	0.1%	1,109 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$1.0M	0.2%	1,533 SH	New
STARBUCKS CORP	COM	$364K	0.1%Prev: 0.1%	4,324 SH	Decreased+174 SH
T-MOBILE US INC	COM	$157K	0.0%Prev: 0.1%	773 SH	Decreased-2,802 SH
TESLA INC	COM	$2.0M	0.4%Prev: 0.2%	4,529 SH	Increased+859 SH
THERMO FISHER SCIENTIFIC INC	COM	$154K	0.0%Prev: 0.0%	265 SH	Decreased-185 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$367K	0.1%Prev: 0.1%	4,956 SH	Increased+167 SH
VANGUARD INDEX FDS	GROWTH ETF	$711K	0.1%	1,457 SH	New
VANGUARD INDEX FDS	MID CAP ETF	$417K	0.1%	1,437 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.2M	0.2%Prev: 0.3%	1,880 SH	Decreased-1,088 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$213K	0.0%	1,004 SH	New
VANGUARD INDEX FDS	TOTAL STK MKT	$1.4M	0.3%	4,274 SH	New
VANGUARD INDEX FDS	VALUE ETF	$275K	0.0%	1,439 SH	New
VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$355K	0.1%Prev: 0.1%	6,611 SH	Decreased-1,109 SH
VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$419K	0.1%Prev: 0.1%	2,968 SH	Increased+336 SH
VANGUARD MALVERN FDS	STRM INFPROIDX	$3.7M	0.7%Prev: 0.6%	75,444 SH	Decreased-1,266 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$376K	0.1%Prev: 0.1%	4,720 SH	Increased-53 SH
VANGUARD STAR FDS	VG TL INTL STK F	$661K	0.1%Prev: 0.1%	8,767 SH	Decreased-60 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$944K	0.2%Prev: 0.3%	15,115 SH	Decreased-8,108 SH
VANGUARD WHITEHALL FDS	EM MK GOV BD ETF	$405K	0.1%Prev: 0.1%	5,999 SH	Increased+429 SH
VANGUARD WORLD FD	ESG US STK ETF	$590K	0.1%Prev: 0.1%	4,878 SH	Decreased
VANGUARD WORLD FD	INF TECH ETF	$1.1M	0.2%Prev: 0.2%	1,422 SH	Decreased-7,575 SH
VISA INC	COM CL A	$688K	0.1%Prev: 0.1%	1,963 SH	Decreased-610 SH
WALMART INC	COM	$189K	0.0%Prev: 0.1%	1,698 SH	Decreased-1,371 SH
WASTE MGMT INC DEL	COM	$253K	0.0%Prev: 0.0%	1,153 SH	Decreased-220 SH

Sold (vs prior filing)

ABBOTT LABORATORIES — $353K
AMGEN INC — $240K
ARM HOLDINGS PLC — $324K
ASML HLDG NV — $223K
BANK OF AMER CORP — $268K
CHARLES SCHWAB CORP (THE) — $349K
CHEVRON CORPORATION — $259K
COSTCO WHOLESALE CORPORATION — $6.2M
CROWDSTRIKE HLDGS INC — $497K
DANAHER CORP DEL — $1.2M
DELL TECHNOLOGIES INC — $824K
DFA INVT DIMENSIONS GROUP IN — $35.6M
DFA INVT DIMENSIONS GROUP IN — $2.9M
DFA INVT DIMENSIONS GROUP IN — $3.7M
DIMENSIONAL ETF TRUST — $4.0M
DIMENSIONAL ETF TRUST — $295K
DIMENSIONAL ETF TRUST — $44.4M
DIMENSIONAL ETF TRUST — $118.7M
DIMENSIONAL ETF TRUST — $3.9M
DIMENSIONAL ETF TRUST — $350K
… and 32 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 12, 2026	Q4 2025	13F-HR	0001989672-26-000001	$553.0M	View
Oct 21, 2026	Q3 2026	13F-HR	0001989672-26-000005	$630.9M	View
Nov 3, 2025	Q3 2025