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: $420.7M141 positionsView on SEC.gov

			% of Portfolio
3M CO	COM	$1.7M	0.4%Prev: 0.5%	11,655 SH	Increased+180 SH
ADMA BIOLOGICS INC	COM	$98K	0.0%	10,856 SH	New
ADVANCED MICRO DEVICES INC	COM	$675K	0.2%	3,316 SH	New
AIM ETF PRODUCTS TRUST	ALLIANZIM US EQU	$417K	0.1%	11,140 SH	New
ALLIANT ENERGY CORP	COM	$1.3M	0.3%Prev: 0.2%	18,507 SH	Increased+7,556 SH
ALPHABET INC	CAP STK CL A	$772K	0.2%Prev: 0.1%	2,684 SH	Increased+807 SH
ALPHABET INC	CAP STK CL C	$5.2M	1.2%Prev: 0.1%	18,122 SH	Increased+16,682 SH
ALTRIA GROUP INC	COM	$617K	0.1%Prev: 0.5%	9,351 SH	Decreased-15,970 SH
AMAZON COM INC	COM	$6.4M	1.5%Prev: 1.2%	30,736 SH	Increased+11,542 SH
AMEREN CORP	COM	$1.1M	0.3%	10,090 SH	New
AMERICAN ELEC PWR CO INC	COM	$1.7M	0.4%Prev: 0.2%	13,233 SH	Increased+8,033 SH
AMPLIFY ETF TR	AMPLIFY JUNIOR S	$2.1M	0.5%	71,701 SH	New
APPLE INC	COM	$6.6M	1.6%Prev: 1.3%	26,134 SH	Increased+8,229 SH
ASSOCIATED BANC-CORP	COM	$2.3M	0.6%	89,850 SH	New
ATMOS ENERGY CORP	COM	$220K	0.1%Prev: 0.3%	1,192 SH	Decreased-4,892 SH
AUTOMATIC DATA PROCESSING IN	COM	$888K	0.2%Prev: 0.7%	4,368 SH	Decreased-2,810 SH
AXT INC	COM	$525K	0.1%	9,221 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$745K	0.2%Prev: 0.3%	1,555 SH	Decreased+4 SH
CAPITAL GROUP CORE BALANCED	SHS	$1.2M	0.3%Prev: 0.3%	35,251 SH	Increased+5,603 SH
CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$659K	0.2%Prev: 0.2%	16,402 SH	Increased+2,622 SH
CARDINAL HEALTH INC	COM	$257K	0.1%Prev: 0.3%	1,215 SH	Decreased-5,668 SH
CATERPILLAR INC	COM	$222K	0.1%	313 SH	New
CHEVRON CORPORATION	COM	$382K	0.1%	1,846 SH	New
CINTAS CORP	COM	$979K	0.2%Prev: 0.4%	5,788 SH	Decreased-361 SH
CISCO SYS INC	COM	$430K	0.1%Prev: 1.8%	5,537 SH	Decreased-82,292 SH
CMS ENERGY CORP	COM	$1.2M	0.3%Prev: 0.2%	15,401 SH	Increased+5,859 SH
COCA COLA CO	COM	$8.2M	1.9%Prev: 2.0%	107,193 SH	Increased+20,844 SH
COMMUNITY FINANCIAL SYSTEM I	COM	$246K	0.1%	4,186 SH	New
CONAGRA BRANDS INC	COM	$566K	0.1%	36,008 SH	New
CONSTELLATION ENERGY CORP	COM	$292K	0.1%Prev: 0.1%	1,044 SH	Increased-43 SH
CORTEVA INC	COM	$408K	0.1%Prev: 0.1%	4,869 SH	Increased
COSTCO WHOLESALE CORPORATION	COM	$1.7M	0.4%	1,735 SH	New
CSX CORP	COM	$416K	0.1%Prev: 0.1%	10,143 SH	Increased-3,551 SH
DISNEY WALT CO	COM	$234K	0.1%	2,424 SH	New
DUKE ENERGY CORP NEW	COM NEW	$1.3M	0.3%Prev: 0.3%	10,036 SH	Increased+2,804 SH
EA SERIES TRUST	ALPHA ARCH 1-3	$745K	0.2%	6,410 SH	New
EA SERIES TRUST	EFFICIENT MARKET	$631K	0.2%	21,616 SH	New
ESSENTIAL UTILS INC	COM	$346K	0.1%	8,595 SH	New
EVERCOMMERCE INC	COM	$201K	0.0%Prev: 0.1%	17,605 SH	Decreased-5,638 SH
EVERGY INC	COM	$1.2M	0.3%Prev: 0.2%	14,699 SH	Increased+4,529 SH
EXELON CORP	COM	$1.8M	0.4%Prev: 0.2%	37,296 SH	Increased+23,250 SH
EXPEDITORS INTL WASH INC	COM	$401K	0.1%	2,799 SH	New
EXXON MOBIL CORP	COM	$864K	0.2%Prev: 0.4%	5,092 SH	Decreased-5,110 SH
FEDEX CORP	COM	$437K	0.1%	1,228 SH	New
FIRST TR EXCHANGE-TRADED FD	VEST LADDERED	$211K	0.1%	10,345 SH	New
FIRSTENERGY CORP	COM	$1.1M	0.3%	22,205 SH	New
GENUINE PARTS CO	COM	$332K	0.1%	3,135 SH	New
GLOBAL X FDS	GLOBAL X SILVER	$1.5M	0.4%	16,976 SH	New
GOPRO INC	CL A	$12K	0.0%Prev: 0.0%	15,700 SH	Increased
GRACO INC	COM	$240K	0.1%Prev: 0.1%	2,836 SH	Decreased-632 SH
HP INC	COM	$238K	0.1%Prev: 0.2%	12,369 SH	Decreased-6,161 SH
IDEXX LABS INC	COM	$239K	0.1%	426 SH	New
INTEL CORP	COM	$591K	0.1%	13,397 SH	New
INTERCONTINENTAL HOTELS GROU	SPONSORED ADS	$255K	0.1%	1,910 SH	New
INTERNATIONAL BUSINESS MACHS	COM	$467K	0.1%Prev: 0.5%	1,928 SH	Decreased-4,314 SH
INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$1.2M	0.3%Prev: 0.1%	4,952 SH	Increased+3,512 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$227K	0.1%	11,627 SH	New
INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 CB	$229K	0.1%	11,653 SH	New
INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 28	$201K	0.0%	9,831 SH	New
INVESCO EXCHANGE TRADED FD T	RAFI US 1000 ETF	$506K	0.1%Prev: 0.1%	10,645 SH	Increased-739 SH
INVESCO EXCHANGE TRADED FD T	S&P 500 TOP 50	$3.6M	0.9%Prev: 1.1%	65,654 SH	Increased-8,251 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$309K	0.1%Prev: 23.1%	1,612 SH	Decreased-409,114 SH
INVESCO QQQ TR	UNIT SER 1	$47.5M	11.3%Prev: 1.7%	82,381 SH	Increased+70,993 SH
ISHARES BITCOIN TRUST ETF	SHS BEN INT	$1.7M	0.4%Prev: 0.3%	44,060 SH	Increased+22,706 SH
ISHARES SILVER TR	ISHARES	$30.9M	7.3%Prev: 5.1%	452,767 SH	Increased-50,434 SH
ISHARES TR	0-3 MNTH TREASRY	$40.2M	9.5%Prev: 0.5%	399,143 SH	Increased+383,769 SH
ISHARES TR	20 YR TR BD ETF	$391K	0.1%Prev: 0.1%	4,508 SH	Decreased-295 SH
ISHARES TR	EXPANDED TECH	$5.5M	1.3%	69,219 SH	New
ISHARES TR	IBONDS DEC 2029	$1.3M	0.3%	52,706 SH	New
ISHARES TR	IBONDS DEC 26	$1.5M	0.4%Prev: 0.4%	59,328 SH	Increased+6,522 SH
ISHARES TR	IBONDS DEC 27	$1.5M	0.3%Prev: 0.4%	57,194 SH	Increased+8,815 SH
ISHARES TR	IBONDS DEC 28	$1.4M	0.3%Prev: 0.4%	56,139 SH	Increased+10,675 SH
ISHARES TR	RUSSELL 3000 ETF	$258K	0.1%Prev: 0.1%	696 SH	Increased-62 SH
ISHARES TR	S&P 100 ETF	$36.7M	8.7%Prev: 0.1%	115,339 SH	Increased+114,559 SH
ISHARES TR	TOP 20 U S STOCK	$1.3M	0.3%Prev: 0.3%	45,762 SH	Increased+9,496 SH
ISHARES TR	TRUST ISHARE 0-1	$6.1M	1.5%	55,576 SH	New
JOHNSON & JOHNSON	COM	$7.5M	1.8%Prev: 1.9%	30,841 SH	Increased-4,886 SH
JPMORGAN CHASE & CO	COM	$413K	0.1%	1,404 SH	New
KEURIG DR PEPPER INC	COM	$296K	0.1%Prev: 0.3%	11,248 SH	Decreased-11,673 SH
KNIFE RIVER CORP	COMMON STOCK	$233K	0.1%Prev: 0.1%	2,859 SH	Decreased-313 SH
KODIAK SCIENCES INC	COM	$3.2M	0.8%Prev: 0.1%	84,672 SH	Increased-15,804 SH
LINDE PLC	SHS	$1.2M	0.3%Prev: 0.3%	2,418 SH	Increased+756 SH
MCDONALDS CORP	COM	$6.6M	1.6%	21,159 SH	New
META PLATFORMS INC	CL A	$743K	0.2%Prev: 1.3%	1,298 SH	Decreased-5,386 SH
MICRON TECHNOLOGY INC	COM	$209K	0.0%	620 SH	New
MICROSOFT CORP	COM	$6.8M	1.6%Prev: 1.4%	18,502 SH	Increased+6,814 SH
MONSTER BEVERAGE CORP NEW	COM	$342K	0.1%	4,715 SH	New
NEXTERA ENERGY INC	COM	$377K	0.1%Prev: 0.1%	4,055 SH	Increased+672 SH
NORDSON CORP	COM	$368K	0.1%	1,384 SH	New
NVIDIA CORPORATION	COM	$6.8M	1.6%Prev: 1.2%	39,237 SH	Increased+5,169 SH
OLD REP INTL CORP	COM	$229K	0.1%Prev: 0.1%	5,728 SH	Decreased-1,416 SH
ORACLE CORP	COM	$1.6M	0.4%	10,793 SH	New
OREILLY AUTOMOTIVE INC	COM	$1.2M	0.3%Prev: 0.1%	12,779 SH	Increased+12,571 SH
PALANTIR TECHNOLOGIES INC	CL A	$1.6M	0.4%Prev: 0.9%	10,883 SH	Decreased-21,856 SH
PEPSICO INC	COM	$803K	0.2%Prev: 0.4%	5,172 SH	Decreased-2,621 SH
PINNACLE WEST CAP CORP	COM	$1.2M	0.3%Prev: 0.2%	12,184 SH	Increased+4,797 SH
PROCTER & GAMBLE CO	COM	$6.5M	1.5%	44,829 SH	New
PROSHARES TR	PSHS ULT S&P 500	$1.2M	0.3%	22,645 SH	New
PROSHARES TR	PSHS ULTRA QQQ	$1.3M	0.3%	20,638 SH	New
PROSHARES TR	S&P 500 DV ARIST	$376K	0.1%Prev: 0.1%	3,548 SH	Decreased-478 SH
PROSHARES TR	ULTRASHRT S&P500	$443K	0.1%	5,885 SH	New
PROSHARES TR II	ULTRA SILVER NEW	$375K	0.1%	3,140 SH	New
RBB FUND TRUST	FIRST EAGLE OVER	$6.5M	1.6%Prev: 1.0%	129,595 SH	Increased+49,595 SH
REGENCY CTRS CORP	COM	$1.1M	0.3%	14,559 SH	New
RUMBLE INC	COM CL A	$59K	0.0%Prev: 0.0%	11,645 SH	Decreased-3,480 SH
SCHWAB STRATEGIC TR	US BRD MKT ETF	$497K	0.1%Prev: 0.2%	19,799 SH	Decreased-4,045 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$2.7M	0.6%Prev: 0.8%	87,855 SH	Increased+4,059 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$2.3M	0.5%Prev: 0.7%	88,611 SH	Increased-7,061 SH
SELECT SECTOR SPDR TR	STATE STREET UTI	$522K	0.1%	11,377 SH	New
SOUTHERN CO	COM	$824K	0.2%Prev: 0.3%	8,533 SH	Decreased-1,700 SH
SPDR GOLD TR	GOLD SHS	$1.7M	0.4%	3,933 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$9.6M	2.3%	107,940 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL GOLD TR	$868K	0.2%	24,489 SH	New
SPROTT ASSET MANAGEMENT LP	PHYSICAL SILVER	$11.1M	2.6%	454,482 SH	New
STATE STR SPDR DOW JONES IND	UT SER 1	$453K	0.1%	978 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$13.9M	3.3%	21,374 SH	New
STRYKER CORPORATION	COM	$628K	0.1%	1,911 SH	New
TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$894K	0.2%	2,646 SH	New
TARGET CORP	COM	$523K	0.1%	4,316 SH	New
TESLA INC	COM	$2.4M	0.6%Prev: 0.3%	6,514 SH	Increased+3,280 SH
TOWER SEMICONDUCTOR LTD	SHS NEW	$439K	0.1%	2,499 SH	New
TRUMP MEDIA & TECHNOLOGY GRO	COM	$157K	0.0%Prev: 0.1%	16,892 SH	Decreased+3,760 SH
UNION PAC CORP	COM	$353K	0.1%Prev: 0.1%	1,456 SH	Increased+1 SH
UNITED BANKSHARES INC WEST V	COM	$394K	0.1%Prev: 0.1%	9,504 SH	Decreased-2,947 SH
UNITED PARCEL SVCS INC	CL B	$366K	0.1%	3,723 SH	New
VANECK ETF TRUST	GOLD MINERS ETF	$4.3M	1.0%	46,895 SH	New
VANECK ETF TRUST	JUNIOR GOLD MINE	$4.7M	1.1%	38,976 SH	New
VANGUARD BD INDEX FDS	SHORT TRM BOND	$571K	0.1%Prev: 0.3%	7,280 SH	Decreased-3,770 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$269K	0.1%Prev: 0.1%	449 SH	Increased+26 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$39.7M	9.4%Prev: 0.4%	123,804 SH	Increased+118,825 SH
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$474K	0.1%Prev: 0.2%	2,204 SH	Increased-190 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$201K	0.0%	3,141 SH	New
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$314K	0.1%Prev: 0.1%	2,122 SH	Increased+31 SH
VERIZON COMMUNICATIONS INC	COM	$239K	0.1%	4,753 SH	New
VERTIV HOLDINGS CO	COM CL A	$325K	0.1%	1,295 SH	New
VISA INC	COM CL A	$6.4M	1.5%Prev: 1.6%	21,161 SH	Increased+7,210 SH
WALMART INC	COM	$2.3M	0.5%Prev: 0.5%	18,478 SH	Increased+642 SH
WEC ENERGY GROUP INC	COM	$1.1M	0.3%	9,915 SH	New
WELLS FARGO & CO	COM	$1.4M	0.3%	17,375 SH	New
WORKIVA INC	COM CL A	$205K	0.0%Prev: 0.1%	3,440 SH	Decreased-500 SH
XCEL ENERGY INC	COM	$1.3M	0.3%	16,103 SH	New

Sold (vs prior filing)

AFLAC INC — $1.0M
AIM ETF PRODUCTS TRUST — $248K
AMPLIFY ETF TR — $615K
ARCHER DANIELS MIDLAND CO — $247K
ASSOCIATED BANC CORP — $2.0M
BARRICK GOLD CORP — $237K
BLACK HILLS CORP — $419K
BLACKSTONE INC — $273K
BOSTON SCIENTIFIC CORP — $319K
BROWN & BROWN INC — $1.1M
CHECK POINT SOFTWARE TECH LT — $247K
CHEVRON CORP NEW — $431K
CINCINNATI FINL CORP — $932K
COSTCO WHSL CORP NEW — $1.4M
DIREXION SHS ETF TR — $1.3M
DOMINION ENERGY INC — $206K
ELECTRONIC ARTS INC — $349K
FISERV INC — $1.4M
GARMIN LTD — $253K
HONEYWELL INTL INC — $948K
… and 40 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