RIA Advisory Group LLC

CIK 0001958384 • 7 13F filings • May 12, 2025 – Oct 15, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $340.2M131 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$1.7M	0.5%Prev: 0.4%	11,436 SH	Increased-219 SH
ADVANCED MICRO DEVICES INC	COM	$3.3M	1.0%Prev: 0.2%	23,348 SH	Increased+20,032 SH
AFLAC INC	COM	$206K	0.1%	1,958 SH	New
AIM ETF PRODUCTS TRUST	U S LRGCP 6M APR	$222K	0.1%	6,714 SH	New
AIM ETF PRODUCTS TRUST	US LRGCP B20 OCT	$204K	0.1%	5,500 SH	New
ALPHABET INC	CAP STK CL A	$335K	0.1%Prev: 0.2%	1,901 SH	Decreased-783 SH
ALPHABET INC	CAP STK CL C	$281K	0.1%Prev: 1.2%	1,581 SH	Decreased-16,541 SH
ALTRIA GROUP INC	COM	$826K	0.2%Prev: 0.1%	14,085 SH	Increased+4,734 SH
AMAZON COM INC	COM	$5.5M	1.6%Prev: 1.5%	25,154 SH	Decreased-5,582 SH
AMERICAN ELEC PWR CO INC	COM	$841K	0.2%Prev: 0.4%	8,106 SH	Decreased-5,127 SH
APPLE INC	COM	$4.4M	1.3%Prev: 1.6%	21,295 SH	Decreased-4,839 SH
ARCHER DANIELS MIDLAND CO	COM	$257K	0.1%	4,866 SH	New
ASSOCIATED BANC CORP	COM	$2.2M	0.6%	89,850 SH	New
AUTOMATIC DATA PROCESSING IN	COM	$1.9M	0.6%Prev: 0.2%	6,232 SH	Increased+1,864 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$791K	0.2%Prev: 0.2%	1,629 SH	Increased+74 SH
BLACK HILLS CORP	COM	$335K	0.1%	5,975 SH	New
BLACKSTONE INC	COM	$293K	0.1%	1,962 SH	New
BOSTON SCIENTIFIC CORP	COM	$317K	0.1%	2,951 SH	New
CAPITAL GROUP CORE BALANCED	SHS	$1.0M	0.3%Prev: 0.3%	30,785 SH	Decreased-4,466 SH
CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$583K	0.2%Prev: 0.2%	14,333 SH	Decreased-2,069 SH
CARDINAL HEALTH INC	COM	$218K	0.1%Prev: 0.1%	1,298 SH	Decreased+83 SH
CHECK POINT SOFTWARE TECH LT	ORD	$250K	0.1%	1,131 SH	New
CHEVRON CORP NEW	COM	$314K	0.1%	2,194 SH	New
CINTAS CORP	COM	$212K	0.1%Prev: 0.2%	949 SH	Decreased-4,839 SH
CISCO SYS INC	COM	$7.0M	2.1%Prev: 0.1%	101,391 SH	Increased+95,854 SH
COCA COLA CO	COM	$5.8M	1.7%Prev: 1.9%	81,292 SH	Decreased-25,901 SH
CONSTELLATION ENERGY CORP	COM	$351K	0.1%Prev: 0.1%	1,087 SH	Increased+43 SH
CORTEVA INC	COM	$363K	0.1%Prev: 0.1%	4,869 SH	Decreased
COSTCO WHSL CORP NEW	COM	$1.3M	0.4%	1,265 SH	New
CSX CORP	COM	$460K	0.1%Prev: 0.1%	14,092 SH	Increased+3,949 SH
DIREXION SHS ETF TR	DIREXION HCM	$230K	0.1%	7,061 SH	New
DISNEY WALT CO	COM	$3.0M	0.9%Prev: 0.1%	24,015 SH	Increased+21,591 SH
EVERCOMMERCE INC	COM	$229K	0.1%Prev: 0.0%	21,780 SH	Increased+4,175 SH
EXELON CORP	COM	$1.0M	0.3%Prev: 0.4%	24,040 SH	Decreased-13,256 SH
EXPEDITORS INTL WASH INC	COM	$330K	0.1%Prev: 0.1%	2,892 SH	Decreased+93 SH
EXXON MOBIL CORP	COM	$1.0M	0.3%Prev: 0.2%	9,683 SH	Increased+4,591 SH
FEDEX CORP	COM	$2.3M	0.7%Prev: 0.1%	9,899 SH	Increased+8,671 SH
FISERV INC	COM	$772K	0.2%	4,478 SH	New
GOPRO INC	CL A	$12K	0.0%Prev: 0.0%	15,700 SH	Decreased
GRACO INC	COM	$259K	0.1%Prev: 0.1%	3,007 SH	Increased+171 SH
HONEYWELL INTL INC	COM	$683K	0.2%	2,932 SH	New
HP INC	COM	$357K	0.1%Prev: 0.1%	14,601 SH	Increased+2,232 SH
IDEXX LABS INC	COM	$217K	0.1%Prev: 0.1%	405 SH	Decreased-21 SH
INTEL CORP	COM	$2.4M	0.7%Prev: 0.1%	109,218 SH	Increased+95,821 SH
INTERNATIONAL BUSINESS MACHS	COM	$919K	0.3%Prev: 0.1%	3,118 SH	Increased+1,190 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$1.1M	0.3%Prev: 0.3%	4,948 SH	Decreased-4 SH
INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$457K	0.1%Prev: 0.1%	10,814 SH	Decreased+169 SH
INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$3.8M	1.1%Prev: 0.9%	73,058 SH	Increased+7,404 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$666K	0.2%Prev: 0.1%	3,663 SH	Increased+2,051 SH
INVESCO QQQ TR	UNIT SER 1	$36.6M	10.8%Prev: 11.3%	66,379 SH	Decreased-16,002 SH
IONQ INC	COM	$1.1M	0.3%	25,407 SH	New
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$1.6M	0.5%Prev: 0.4%	26,185 SH	Decreased-17,875 SH
ISHARES SILVER TR	ISHARES	$15.3M	4.5%Prev: 7.3%	467,441 SH	Decreased+14,674 SH
ISHARES TR	0-3 MNTH TREASRY	$1.5M	0.5%Prev: 9.5%	15,330 SH	Decreased-383,813 SH
ISHARES TR	20 YR TR BD ETF	$289K	0.1%Prev: 0.1%	3,275 SH	Decreased-1,233 SH
ISHARES TR	IBONDS DEC 25	$1.4M	0.4%	53,617 SH	New
ISHARES TR	IBONDS DEC 26	$1.4M	0.4%Prev: 0.4%	55,323 SH	Decreased-4,005 SH
ISHARES TR	IBONDS DEC 27	$1.3M	0.4%Prev: 0.3%	52,178 SH	Decreased-5,016 SH
ISHARES TR	IBONDS DEC 28	$1.3M	0.4%Prev: 0.3%	49,569 SH	Decreased-6,570 SH
ISHARES TR	RUSSELL 3000 ETF	$263K	0.1%Prev: 0.1%	750 SH	Increased+54 SH
ISHARES TR	S&P 100 ETF	$27.1M	8.0%Prev: 8.7%	89,011 SH	Decreased-26,328 SH
ISHARES TR	SHORT TREAS BD	$5.8M	1.7%	52,942 SH	New
ISHARES TR	TOP 20 U S STOCK	$1.3M	0.4%Prev: 0.3%	48,774 SH	Increased+3,012 SH
JOHNSON & JOHNSON	COM	$5.6M	1.6%Prev: 1.8%	36,521 SH	Decreased+5,680 SH
JPMORGAN CHASE & CO.	COM	$534K	0.2%	1,841 SH	New
JUNIPER NETWORKS INC	COM	$1.2M	0.4%	30,386 SH	New
KEURIG DR PEPPER INC	COM	$765K	0.2%Prev: 0.1%	23,150 SH	Increased+11,902 SH
KIMBERLY-CLARK CORP	COM	$349K	0.1%	2,706 SH	New
KKR & CO INC	COM	$206K	0.1%	1,548 SH	New
KNIFE RIVER CORP	COMMON STOCK	$246K	0.1%Prev: 0.1%	3,012 SH	Increased+153 SH
KODIAK SCIENCES INC	COM	$610K	0.2%Prev: 0.8%	163,465 SH	Decreased+78,793 SH
LINDE PLC	SHS	$1.2M	0.4%Prev: 0.3%	2,563 SH	Increased+145 SH
LPL FINL HLDGS INC	COM	$235K	0.1%	626 SH	New
MCCORMICK & CO INC	COM NON VTG	$253K	0.1%	3,341 SH	New
META PLATFORMS INC	CL A	$9.0M	2.6%Prev: 0.2%	12,148 SH	Increased+10,850 SH
MICROSOFT CORP	COM	$6.3M	1.8%Prev: 1.6%	12,626 SH	Decreased-5,876 SH
MONDELEZ INTL INC	CL A	$601K	0.2%	8,906 SH	New
NETFLIX INC	COM	$287K	0.1%	214 SH	New
NEXTERA ENERGY INC	COM	$208K	0.1%Prev: 0.1%	3,001 SH	Decreased-1,054 SH
NIKE INC	CL B	$2.6M	0.8%	36,922 SH	New
NOVO-NORDISK A S	ADR	$264K	0.1%	3,831 SH	New
NVIDIA CORPORATION	COM	$6.3M	1.9%Prev: 1.6%	40,046 SH	Decreased+809 SH
OLD REP INTL CORP	COM	$276K	0.1%Prev: 0.1%	7,169 SH	Increased+1,441 SH
OREILLY AUTOMOTIVE INC	COM	$669K	0.2%Prev: 0.3%	7,419 SH	Decreased-5,360 SH
PALANTIR TECHNOLOGIES INC	CL A	$1.6M	0.5%Prev: 0.4%	11,966 SH	Increased+1,083 SH
PENTAIR PLC	SHS	$203K	0.1%	1,973 SH	New
PEPSICO INC	COM	$891K	0.3%Prev: 0.2%	6,750 SH	Increased+1,578 SH
PRINCIPAL FINANCIAL GROUP IN	COM	$237K	0.1%	2,981 SH	New
PROCTER AND GAMBLE CO	COM	$5.5M	1.6%	34,449 SH	New
PROSHARES TR	PSHS ULT S&P 500	$6.3M	1.8%Prev: 0.3%	64,118 SH	Increased+41,473 SH
PROSHARES TR	PSHS ULTRA QQQ	$6.7M	2.0%Prev: 0.3%	57,163 SH	Increased+36,525 SH
PROSHARES TR	S&P 500 DV ARIST	$383K	0.1%Prev: 0.1%	3,801 SH	Increased+253 SH
QUANTUM COMPUTING INC	COM	$282K	0.1%	14,725 SH	New
RBB FD INC	MOTLEY FOL ETF	$823K	0.2%	12,756 SH	New
RBB FD INC	US TREAS 3 MNTH	$8.8M	2.6%	175,044 SH	New
RIGETTI COMPUTING INC	COMMON STOCK	$909K	0.3%	76,627 SH	New
RUMBLE INC	COM CL A	$134K	0.0%Prev: 0.0%	14,925 SH	Increased+3,280 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$518K	0.2%Prev: 0.1%	21,723 SH	Increased+1,924 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$2.3M	0.7%Prev: 0.6%	87,272 SH	Decreased-583 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$2.5M	0.7%Prev: 0.5%	100,406 SH	Increased+11,795 SH
SEAGATE TECHNOLOGY HLDNGS PL	ORD SHS	$233K	0.1%	1,617 SH	New
SELECT SECTOR SPDR TR	SBI INT-UTILS	$440K	0.1%	5,394 SH	New
SOLVENTUM CORP	COM SHS	$213K	0.1%	2,808 SH	New
SOUTHERN CO	COM	$848K	0.2%Prev: 0.2%	9,231 SH	Increased+698 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$360K	0.1%	818 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$13.6M	4.0%	21,992 SH	New
SPDR SERIES TRUST	BLOOMBERG 1-3 MO	$9.8M	2.9%	106,460 SH	New
SPDR SERIES TRUST	RUSSELL LOW VOL	$376K	0.1%	2,911 SH	New
SPROTT PHYSICAL GOLD TR	UNIT	$584K	0.2%	23,046 SH	New
SPROTT PHYSICAL SILVER TR	TR UNIT	$1.5M	0.4%	120,498 SH	New
T-MOBILE US INC	COM	$648K	0.2%	2,719 SH	New
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$614K	0.2%	2,713 SH	New
TESLA INC	COM	$4.2M	1.2%Prev: 0.6%	13,284 SH	Increased+6,770 SH
TRUMP MEDIA & TECHNOLOGY GRO	COM	$256K	0.1%Prev: 0.0%	14,188 SH	Increased-2,704 SH
UNION PAC CORP	COM	$335K	0.1%Prev: 0.1%	1,455 SH	Decreased-1 SH
UNITED BANKSHARES INC WEST V	COM	$390K	0.1%Prev: 0.1%	10,705 SH	Decreased+1,201 SH
UNITED PARCEL SERVICE INC	CL B	$2.4M	0.7%	24,052 SH	New
VANGUARD BD INDEX FDS	SHORT TRM BOND	$662K	0.2%Prev: 0.1%	8,416 SH	Increased+1,136 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$28.8M	8.5%	391,417 SH	New
VANGUARD INDEX FDS	S&P 500 ETF SHS	$246K	0.1%Prev: 0.1%	433 SH	Decreased-16 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$28.9M	8.5%Prev: 9.4%	94,983 SH	Decreased-28,821 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$458K	0.1%Prev: 0.1%	2,237 SH	Decreased+33 SH
VANGUARD STAR FDS	VG TL INTL STK F	$201K	0.1%	2,915 SH	New
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$279K	0.1%Prev: 0.1%	2,097 SH	Decreased-25 SH
VERISIGN INC	COM	$301K	0.1%	1,043 SH	New
VERISK ANALYTICS INC	COM	$1.2M	0.4%	3,979 SH	New
VISA INC	COM CL A	$5.7M	1.7%Prev: 1.5%	16,135 SH	Decreased-5,026 SH
WALMART INC	COM	$833K	0.2%Prev: 0.5%	8,517 SH	Decreased-9,961 SH
WELLS FARGO CO NEW	COM	$1.4M	0.4%	17,846 SH	New
WORKIVA INC	COM CL A	$242K	0.1%Prev: 0.0%	3,540 SH	Increased+100 SH
XCEL ENERGY INC	COM	$325K	0.1%Prev: 0.3%	4,769 SH	Decreased-11,334 SH

Sold (vs prior filing)

ADMA BIOLOGICS INC — $98K
AIM ETF PRODUCTS TRUST — $417K
ALLIANT ENERGY CORP — $1.3M
AMEREN CORP — $1.1M
AMPLIFY ETF TR — $2.1M
ASSOCIATED BANC-CORP — $2.3M
ATMOS ENERGY CORP — $220K
AXT INC — $525K
CATERPILLAR INC — $222K
CHEVRON CORPORATION — $382K
CMS ENERGY CORP — $1.2M
COMMUNITY FINANCIAL SYSTEM I — $246K
CONAGRA BRANDS INC — $566K
COSTCO WHOLESALE CORPORATION — $1.7M
DUKE ENERGY CORP NEW — $1.3M
EA SERIES TRUST — $745K
EA SERIES TRUST — $631K
ESSENTIAL UTILS INC — $346K
EVERGY INC — $1.2M
FIRST TR EXCHANGE-TRADED FD — $211K
… and 41 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 15, 2026	Q3 2026	13F-HR	0002085853-26-001200	—	View
Feb 2, 2026	Q4 2025	13F-HR	0002085853-26-000163	$415.9M	View
Dec 1, 2025	Q3 2025