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: $415.9M139 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$1.9M	0.4%Prev: 0.5%	11,655 SH	Increased
ABERCROMBIE & FITCH CO	CL A	$262K	0.1%	2,085 SH	New
ABM INDS INC	COM	$275K	0.1%	6,504 SH	New
ADOBE INC	COM	$1.1M	0.3%Prev: 0.5%	3,096 SH	Decreased-2,926 SH
ADVANCED MICRO DEVICES INC	COM	$2.3M	0.6%Prev: 1.0%	10,749 SH	Decreased-12,549 SH
AIM ETF PRODUCTS TRUST	ALLIANZIM US EQU	$423K	0.1%	11,140 SH	New
ALLIANT ENERGY CORP	COM	$1.1M	0.3%Prev: 0.1%	16,933 SH	Increased+12,581 SH
ALPHABET INC	CAP STK CL A	$937K	0.2%Prev: 0.2%	2,992 SH	Increased+537 SH
ALPHABET INC	CAP STK CL C	$4.7M	1.1%Prev: 0.1%	15,091 SH	Increased+13,586 SH
ALTRIA GROUP INC	COM	$1.6M	0.4%Prev: 0.2%	26,918 SH	Increased+12,940 SH
AMAZON COM INC	COM	$6.6M	1.6%Prev: 1.5%	28,703 SH	Increased+2,220 SH
AMERICAN ELEC PWR CO INC	COM	$1.5M	0.4%Prev: 0.4%	13,253 SH	Increased+753 SH
AMPLIFY ETF TR	AMPLIFY JUNIOR S	$2.0M	0.5%	72,954 SH	New
APPLE INC	COM	$6.5M	1.6%Prev: 1.5%	23,895 SH	Increased+637 SH
ASSOCIATED BANC CORP	COM	$2.3M	0.6%Prev: 0.6%	89,850 SH	Increased
AUTOMATIC DATA PROCESSING IN	COM	$751K	0.2%Prev: 0.5%	2,918 SH	Decreased-3,284 SH
BANK AMERICA CORP	COM	$216K	0.1%Prev: 0.1%	3,932 SH	Increased-145 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$808K	0.2%Prev: 0.2%	1,608 SH	Decreased-131 SH
BLACKSTONE INC	COM	$212K	0.1%Prev: 0.1%	1,378 SH	Decreased-125 SH
BLOOM ENERGY CORP	COM CL A	$468K	0.1%	5,384 SH	New
BOSTON SCIENTIFIC CORP	COM	$260K	0.1%Prev: 0.1%	2,724 SH	Decreased-237 SH
CAPITAL GROUP CORE BALANCED	SHS	$1.2M	0.3%Prev: 0.3%	33,737 SH	Increased+2,983 SH
CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$668K	0.2%Prev: 0.2%	15,013 SH	Increased+925 SH
CARDINAL HEALTH INC	COM	$263K	0.1%Prev: 0.1%	1,278 SH	Increased-91 SH
CHECK POINT SOFTWARE TECH LT	ORD	$233K	0.1%Prev: 0.1%	1,258 SH	Decreased+61 SH
CHEVRON CORP NEW	COM	$209K	0.1%Prev: 0.1%	1,372 SH	Decreased-681 SH
CINTAS CORP	COM	$1.0M	0.2%Prev: 0.1%	5,451 SH	Increased+4,466 SH
CISCO SYS INC	COM	$452K	0.1%Prev: 0.1%	5,871 SH	Increased-538 SH
CMS ENERGY CORP	COM	$974K	0.2%	13,922 SH	New
COCA COLA CO	COM	$7.8M	1.9%Prev: 1.5%	111,216 SH	Increased+21,257 SH
CONSTELLATION ENERGY CORP	COM	$369K	0.1%Prev: 0.1%	1,044 SH	Increased-43 SH
CORTEVA INC	COM	$326K	0.1%Prev: 0.1%	4,869 SH	Decreased
COSTCO WHSL CORP NEW	COM	$1.5M	0.4%Prev: 0.3%	1,691 SH	Increased+424 SH
CULLEN FROST BANKERS INC	COM	$221K	0.1%Prev: 0.1%	1,749 SH	Decreased-44 SH
DIREXION SHS ETF TR	DIREXION HCM	$802K	0.2%Prev: 0.2%	20,788 SH	Increased+1,771 SH
DISNEY WALT CO	COM	$1.3M	0.3%Prev: 0.7%	11,856 SH	Decreased-12,506 SH
DOLLAR TREE INC	COM	$219K	0.1%	1,781 SH	New
DUKE ENERGY CORP NEW	COM NEW	$1.1M	0.3%Prev: 0.1%	9,175 SH	Increased+7,040 SH
EA SERIES TRUST	ALPHA ARCH 1-3	$986K	0.2%Prev: 0.3%	8,566 SH	Decreased-2,401 SH
ESSENTIAL UTILS INC	COM	$344K	0.1%	8,962 SH	New
ETF SER SOLUTIONS	DEFIANCE QUANTUM	$484K	0.1%Prev: 0.1%	4,412 SH	Increased+132 SH
EVERCOMMERCE INC	COM	$253K	0.1%Prev: 0.1%	20,930 SH	Increased-1,100 SH
EVERGY INC	COM	$967K	0.2%	13,337 SH	New
EXELON CORP	COM	$1.7M	0.4%Prev: 0.4%	39,390 SH	Increased+3,206 SH
EXPEDITORS INTL WASH INC	COM	$420K	0.1%Prev: 0.1%	2,822 SH	Increased-148 SH
EXXON MOBIL CORP	COM	$1.0M	0.2%Prev: 0.3%	8,621 SH	Increased-560 SH
FEDEX CORP	COM	$1.4M	0.3%Prev: 0.6%	5,012 SH	Decreased-5,304 SH
FIRST TR EXCH TRD ALPHDX FD	DEV MRK EX US	$251K	0.1%Prev: 0.1%	3,159 SH	Increased+67 SH
GLOBAL X FDS	GLOBAL X SILVER	$1.5M	0.4%Prev: 0.2%	17,477 SH	Increased+4,212 SH
GOPRO INC	CL A	$22K	0.0%Prev: 0.0%	15,700 SH	Decreased
GRACO INC	COM	$240K	0.1%Prev: 0.1%	2,926 SH	Decreased+9 SH
HP INC	COM	$211K	0.1%Prev: 0.1%	9,470 SH	Decreased-3,417 SH
IDEXX LABS INC	COM	$274K	0.1%Prev: 0.1%	405 SH	Increased-1 SH
INTEL CORP	COM	$1.9M	0.5%Prev: 1.0%	51,897 SH	Decreased-59,677 SH
INTERCONTINENTAL HOTELS GROU	SPONSORED ADS	$255K	0.1%Prev: 0.1%	1,814 SH	Increased+32 SH
INTERNATIONAL BUSINESS MACHS	COM	$750K	0.2%Prev: 0.2%	2,532 SH	Decreased-444 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$546K	0.1%Prev: 0.1%	2,160 SH	Increased+446 SH
INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$501K	0.1%Prev: 0.1%	10,669 SH	Increased+31 SH
INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$3.9M	0.9%Prev: 1.0%	66,633 SH	Decreased-2,563 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$402K	0.1%Prev: 0.1%	2,097 SH	Decreased-698 SH
INVESCO QQQ TR	UNIT SER 1	$45.9M	11.0%Prev: 9.7%	74,660 SH	Increased+11,882 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$1.4M	0.3%Prev: 0.5%	27,623 SH	Decreased-480 SH
ISHARES ETHEREUM TR	SHS	$663K	0.2%Prev: 0.6%	29,578 SH	Decreased-41,786 SH
ISHARES SILVER TR	ISHARES	$35.4M	8.5%Prev: 6.5%	508,789 SH	Increased-87,596 SH
ISHARES TR	0-3 MNTH TREASRY	$1.0M	0.3%Prev: 0.3%	10,394 SH	Decreased-1,729 SH
ISHARES TR	20 YR TR BD ETF	$439K	0.1%Prev: 0.1%	5,042 SH	Increased+2,003 SH
ISHARES TR	FUTURE EXPONENTI	$492K	0.1%Prev: 0.1%	7,056 SH	Increased+945 SH
ISHARES TR	IBONDS DEC 2029	$1.3M	0.3%	51,479 SH	New
ISHARES TR	IBONDS DEC 26	$1.5M	0.4%Prev: 0.4%	58,844 SH	Decreased-852 SH
ISHARES TR	IBONDS DEC 27	$1.4M	0.3%Prev: 0.4%	55,809 SH	Decreased-578 SH
ISHARES TR	IBONDS DEC 28	$1.4M	0.3%Prev: 0.4%	55,217 SH	Increased+1,189 SH
ISHARES TR	RUSSELL 3000 ETF	$280K	0.1%Prev: 0.1%	723 SH	Increased-11 SH
ISHARES TR	S&P 100 ETF	$37.1M	8.9%Prev: 7.9%	108,309 SH	Increased+16,151 SH
ISHARES TR	TOP 20 U S STOCK	$1.5M	0.4%Prev: 0.4%	47,580 SH	Increased-705 SH
ISHARES TR	TRUST ISHARE 0-1	$5.9M	1.4%	53,987 SH	New
JOHNSON & JOHNSON	COM	$1.2M	0.3%Prev: 0.1%	5,560 SH	Increased+3,806 SH
JPMORGAN CHASE & CO.	COM	$460K	0.1%Prev: 0.1%	1,428 SH	Decreased-289 SH
KEURIG DR PEPPER INC	COM	$330K	0.1%Prev: 0.3%	11,782 SH	Decreased-30,511 SH
KIMBERLY-CLARK CORP	COM	$1.1M	0.3%Prev: 0.1%	10,577 SH	Increased+8,145 SH
KNIFE RIVER CORP	COMMON STOCK	$209K	0.1%Prev: 0.1%	2,977 SH	Decreased
KODIAK SCIENCES INC	COM	$3.2M	0.8%Prev: 0.7%	113,473 SH	Increased-53,061 SH
LINDE PLC	SHS	$971K	0.2%Prev: 0.4%	2,278 SH	Decreased-646 SH
MCDONALDS CORP	COM	$6.6M	1.6%Prev: 1.6%	21,644 SH	Increased+1,330 SH
META PLATFORMS INC	CL A	$2.2M	0.5%Prev: 2.4%	3,316 SH	Decreased-9,355 SH
MICRON TECHNOLOGY INC	COM	$212K	0.1%	743 SH	New
MICROSOFT CORP	COM	$7.8M	1.9%Prev: 1.8%	16,229 SH	Increased+2,830 SH
MONDELEZ INTL INC	CL A	$218K	0.1%Prev: 0.1%	4,049 SH	Decreased-214 SH
MONSTER BEVERAGE CORP NEW	COM	$388K	0.1%Prev: 0.1%	5,059 SH	Increased-59 SH
NIKE INC	CL B	$1.1M	0.3%Prev: 0.7%	17,636 SH	Decreased-19,890 SH
NOVO-NORDISK A S	ADR	$219K	0.1%Prev: 0.1%	4,298 SH	Decreased-845 SH
NVIDIA CORPORATION	COM	$7.5M	1.8%Prev: 1.9%	40,447 SH	Increased+508 SH
OLD REP INTL CORP	COM	$256K	0.1%Prev: 0.1%	5,618 SH	Decreased-1,528 SH
OREILLY AUTOMOTIVE INC	COM	$1.2M	0.3%Prev: 0.2%	13,116 SH	Increased+4,888 SH
PALANTIR TECHNOLOGIES INC	CL A	$2.1M	0.5%Prev: 0.5%	11,539 SH	Decreased+115 SH
PEPSICO INC	COM	$691K	0.2%Prev: 0.2%	4,817 SH	Decreased-1,844 SH
PINNACLE WEST CAP CORP	COM	$982K	0.2%	11,073 SH	New
PROCTER AND GAMBLE CO	COM	$6.0M	1.5%Prev: 1.5%	42,154 SH	Increased+5,022 SH
PROSHARES TR	PSHS ULT S&P 500	$2.3M	0.5%Prev: 1.8%	39,454 SH	Decreased-24,769 SH
PROSHARES TR	PSHS ULTRA QQQ	$2.5M	0.6%Prev: 1.9%	34,820 SH	Decreased-19,625 SH
PROSHARES TR	S&P 500 DV ARIST	$368K	0.1%Prev: 0.1%	3,534 SH	Increased+15 SH
RBB FD INC	MOTLEY FOL ETF	$704K	0.2%Prev: 0.2%	9,814 SH	Decreased-2,032 SH
RIGETTI COMPUTING INC	COMMON STOCK	$545K	0.1%Prev: 0.3%	24,584 SH	Decreased-18,187 SH
RUMBLE INC	COM CL A	$75K	0.0%Prev: 0.0%	11,805 SH	Decreased-4,920 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$520K	0.1%Prev: 0.1%	19,839 SH	Decreased-1,741 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$2.3M	0.6%Prev: 0.6%	85,314 SH	Increased+412 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$2.4M	0.6%Prev: 0.6%	89,641 SH	Increased-226 SH
SELECT SECTOR SPDR TR	STATE STREET UTI	$453K	0.1%	10,617 SH	New
SOLVENTUM CORP	COM SHS	$222K	0.1%Prev: 0.1%	2,803 SH	Increased-59 SH
SOUTHERN CO	COM	$750K	0.2%Prev: 0.2%	8,605 SH	Decreased-416 SH
SPDR DOW JONES INDL AVERAGE	UT SER 1	$385K	0.1%Prev: 0.1%	801 SH	Increased-25 SH
SPDR GOLD TR	GOLD SHS	$721K	0.2%	1,819 SH	New
SPDR S&P 500 ETF TR	TR UNIT	$12.0M	2.9%Prev: 3.5%	17,548 SH	Decreased-3,166 SH
SPDR SERIES TRUST	STATE STREET SPD	$20.8M	5.0%	229,050 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD TR	$745K	0.2%Prev: 0.2%	22,567 SH	Increased-301 SH
SPROTT ASSET MANAGEMENT LP	PHYSICAL SILVER	$2.8M	0.7%Prev: 0.5%	120,028 SH	Increased+2,530 SH
STRYKER CORPORATION	COM	$771K	0.2%Prev: 0.1%	2,193 SH	Increased+1,008 SH
TAIWAN SEMICONDUCTOR MFG LTD	SPONSORED ADS	$846K	0.2%Prev: 0.2%	2,783 SH	Increased-12 SH
TARGET CORP	COM	$436K	0.1%	4,461 SH	New
TESLA INC	COM	$3.6M	0.9%Prev: 1.5%	8,113 SH	Decreased-4,965 SH
TRUMP MEDIA & TECHNOLOGY GRO	COM	$201K	0.0%Prev: 0.1%	15,163 SH	Decreased+1,050 SH
UNION PAC CORP	COM	$365K	0.1%Prev: 0.1%	1,580 SH	Increased+124 SH
UNITED PARCEL SERVICE INC	CL B	$365K	0.1%Prev: 0.1%	3,677 SH	Increased-84 SH
VANECK ETF TRUST	GOLD MINERS ETF	$3.7M	0.9%Prev: 0.9%	42,923 SH	Increased-1,643 SH
VANECK ETF TRUST	JUNIOR GOLD MINE	$4.2M	1.0%Prev: 0.7%	37,327 SH	Increased+11,605 SH
VANECK ETF TRUST	RARE EARTH AND S	$459K	0.1%	6,209 SH	New
VANGUARD BD INDEX FDS	SHORT TRM BOND	$605K	0.1%Prev: 0.2%	7,681 SH	Decreased-818 SH
VANGUARD BD INDEX FDS	TOTAL BND MRKT	$33.6M	8.1%Prev: 7.9%	453,185 SH	Increased+40,755 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$291K	0.1%Prev: 0.1%	464 SH	Increased+3 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$39.2M	9.4%Prev: 8.3%	117,060 SH	Increased+17,935 SH
VANGUARD MALVERN FDS	CORE-PLUS BD ETF	$3.6M	0.9%Prev: 0.9%	46,569 SH	Increased+3,422 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.4M	0.3%Prev: 0.1%	6,377 SH	Increased+4,170 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$232K	0.1%	3,712 SH	New
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$303K	0.1%Prev: 0.1%	2,108 SH	Increased+6 SH
VERIZON COMMUNICATIONS INC	COM	$6.3M	1.5%Prev: 1.7%	155,416 SH	Decreased+6,630 SH
VISA INC	COM CL A	$6.7M	1.6%Prev: 1.5%	19,054 SH	Increased+1,613 SH
WALMART INC	COM	$872K	0.2%Prev: 0.2%	7,828 SH	Increased-255 SH
WELLS FARGO CO NEW	COM	$1.6M	0.4%Prev: 0.4%	17,372 SH	Increased-491 SH
WORKIVA INC	COM CL A	$297K	0.1%Prev: 0.1%	3,440 SH	Decreased-98 SH
XCEL ENERGY INC	COM	$1.2M	0.3%Prev: 0.2%	15,761 SH	Increased+4,699 SH

Sold (vs prior filing)

AIM ETF PRODUCTS TRUST — $215K
AIM ETF PRODUCTS TRUST — $204K
AIM ETF PRODUCTS TRUST — $211K
ARCHER DANIELS MIDLAND CO — $290K
ATMOS ENERGY CORP — $213K
BLACK HILLS CORP — $375K
D-WAVE QUANTUM INC — $210K
FIRST TR EXCHANGE TRADED FD — $245K
FISERV INC — $366K
HONEYWELL INTL INC — $312K
IONQ INC — $835K
ISHARES TR — $1.5M
ISHARES TR — $6.3M
KKR & CO INC — $201K
MCCORMICK & CO INC — $224K
MOLSON COORS BEVERAGE CO — $320K
NETFLIX INC — $257K
PRINCIPAL FINANCIAL GROUP IN — $248K
QUANTUM COMPUTING INC — $271K
SELECT SECTOR SPDR TR — $446K
… and 8 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