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Retirement Investment Advisors

Latest statistics and disclosures from Retirement Investment Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are VUG, VTV, IEFA, BIV, IEMG, and represent 75.34% of Retirement Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: VTV (+$6.7M), MUB, BIV, IEFA, IVV, BNDX, Apple Inc equity, Berkshire Hathaway Inc Del, IEMG, VBR.
Started 7 new stock positions in Amazon, ITOT, Apple Inc equity, IVV, UTHR, RTX, Berkshire Hathaway Inc Del.
Reduced shares in these 10 stocks: BRK.B, AAPL, VUG, AMZN, DGRW, ET, COP, TXN, IJR, QQQ.
Sold out of its positions in AMZN, AAPL, BRK.B.
Retirement Investment Advisors was a net buyer of stock by $29M.
Retirement Investment Advisors has $1.2B in assets under management (AUM), dropping by 8.21%.
Central Index Key (CIK): 0001957886

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Positions held by Retirement Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Retirement Investment Advisors

Retirement Investment Advisors holds 65 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Growth ETF Etf (VUG)	21.1	$254M		529k	479.61	View chart
Vanguard Value ETF Etf (VTV)	20.9	$251M	+2%	1.3M	186.49	View chart
iShares Core MSCI EAFE ETF Etf (IEFA)	14.9	$180M		2.1M	87.31	View chart
Vanguard Intermediate-Term Bond ETF Etf (BIV)	10.9	$131M	+3%	1.7M	78.09	View chart
iShares Core MSCI Emerging Markets ETF Etf (IEMG)	7.5	$91M		1.4M	65.92	View chart
Vanguard Small-Cap Value ETF Etf (VBR)	6.7	$81M		386k	208.71	View chart
Vanguard Total International Bond ETF Etf (BNDX)	3.9	$47M	+4%	957k	49.46	View chart
iShares National Muni Bond ETF Etf (MUB)	3.5	$42M	+10%	392k	106.49	View chart
iShares J.P. Morgan USD Emerging Markets Bond ETF Etf (EMB)	2.2	$27M	+3%	283k	95.19	View chart
Xtrackers USD High Yield Corporate Bond ETF Etf (HYLB)	1.6	$19M	+2%	518k	37.11	View chart
Vanguard Small-Cap Growth ETF Etf (VBK)	1.5	$18M	+2%	61k	297.62	View chart
VanEck High Yield Muni ETF Etf (HYD)	0.6	$6.9M	+10%	135k	50.90	View chart
Vanguard Tax-Exempt Bond Index ETF Etf (VTEB)	0.4	$4.9M	+4%	97k	50.07	View chart
Schwab U.S. Large-Cap Value ETF Etf (SCHV)	0.3	$4.2M		145k	29.11	View chart
Invesco QQQ Trust Series 1 Etf (QQQ)	0.3	$4.2M		7.0k	600.37	View chart
Exxon Mobil Corp Stock (XOM)	0.3	$4.2M	+4%	37k	112.75	View chart
iShares Core S&P 500 ETF Etf (IVV)	0.2	$2.9M	NEW	4.3k	669.30	View chart
Vanguard FTSE Developed Markets ETF Etf (VEA)	0.2	$2.5M		42k	59.92	View chart
SPDR S&P Dividend ETF Etf (SDY)	0.2	$2.3M		16k	140.05	View chart
Vanguard Total International Stock ETF Etf (VXUS)	0.2	$2.0M		27k	73.46	View chart
NVIDIA Corp Stock (NVDA)	0.1	$1.7M	+2%	9.4k	186.58	View chart
iShares Core S&P Small-Cap ETF Etf (IJR)	0.1	$1.7M		15k	118.83	View chart
Apple Stock	0.1	$1.7M	NEW	6.5k	254.63	View chart
SPDR S&P 500 ETF Trust Etf (SPY)	0.1	$1.6M	+23%	2.4k	666.18	View chart
Berkshire Hathaway Stock	0.1	$1.6M	NEW	3.1k	502.74	View chart
Vanguard FTSE Emerging Markets ETF Etf (VWO)	0.1	$1.5M		27k	54.18	View chart
Vanguard Short-Term Corporate Bond ETF Etf (VCSH)	0.1	$1.4M		17k	79.93	View chart
Texas Instruments Stock (TXN)	0.1	$1.2M	-3%	6.5k	183.73	View chart
Tesla Stock (TSLA)	0.1	$1.2M		2.7k	444.72	View chart
Invesco S&P 500 Equal Weight ETF Etf (RSP)	0.1	$1.1M		6.0k	189.70	View chart
International Business Machines Corp Stock (IBM)	0.1	$1.1M		3.8k	282.16	View chart
Oneok Stock (OKE)	0.1	$1.0M		14k	72.97	View chart
Phillips 66 Stock (PSX)	0.1	$910k		6.7k	136.02	View chart
iShares Core S&P Total US Stock Market ETF Etf (ITOT)	0.1	$879k	NEW	6.0k	145.65	View chart
Walmart Stock (WMT)	0.1	$821k	+34%	8.0k	103.06	View chart
iShares Russell 2000 Value ETF Etf (IWN)	0.1	$740k		4.2k	176.81	View chart
Invesco Large Cap Value ETF Etf (PWV)	0.1	$678k		10k	65.21	View chart
Vanguard Total Stock Market ETF Etf (VTI)	0.1	$633k		1.9k	328.17	View chart
OGE Energy Corp Stock (OGE)	0.1	$626k		14k	46.27	View chart
iShares Russell 2000 ETF Etf (IWM)	0.0	$561k		2.3k	241.96	View chart
ConocoPhillips Stock (COP)	0.0	$516k	-14%	5.5k	94.59	View chart
iShares Core International Aggregate Bond ETF Etf (IAGG)	0.0	$449k	+3%	8.8k	51.23	View chart
Vanguard Information Technology ETF Etf (VGT)	0.0	$350k	+19%	469.00	746.63	View chart
iShares 0-3 Month Treasury Bond ETF Etf (SGOV)	0.0	$348k		3.5k	100.70	View chart
Microsoft Corp Stock (MSFT)	0.0	$322k	+16%	622.00	517.95	View chart
McDonald's CORP Stock (MCD)	0.0	$319k	+7%	1.1k	303.89	View chart
Williams Cos Inc/The Stock (WMB)	0.0	$315k		5.0k	63.35	View chart
Johnson & Johnson Stock (JNJ)	0.0	$299k	+13%	1.6k	185.42	View chart
SPDR Portfolio Developed World ex-US ETF Etf (SPDW)	0.0	$296k		6.9k	42.79	View chart
Simmons First National Corp Stock (SFNC)	0.0	$288k		15k	19.17	View chart
Energy Transfer Operating Stock (ET)	0.0	$276k	-39%	16k	17.16	View chart
Royal Caribbean Cruises Stock (RCL)	0.0	$259k		800.00	323.58	View chart
United Therapeutics Corp Stock (UTHR)	0.0	$252k	NEW	600.00	419.21	View chart
Thomson Reuters Corp Stock (TRI)	0.0	$244k		1.6k	155.33	View chart
BancFirst Corp Stock (BANF)	0.0	$241k		1.9k	126.45	View chart
Ford Motor Stock (F)	0.0	$239k		20k	11.96	View chart
SPDR Nuveen S&P High Yield Municipal Bond ETF Etf (HYMB)	0.0	$231k		9.3k	24.93	View chart
Shell Stock (SHEL)	0.0	$224k		3.1k	71.53	View chart
Amazon.com Stock	0.0	$211k	NEW	960.00	219.57	View chart
RTX Corp Stock (RTX)	0.0	$207k	NEW	1.2k	167.33	View chart
WisdomTree U.S. Quality Dividend Growth Fund Etf (DGRW)	0.0	$207k	-47%	2.3k	88.96	View chart
CannaSys Stock	0.0	$8.000000		20k	0.00	View chart
Medical Marijuana Stock (MJNA)	0.0	$4.000000		20k	0.00	View chart
Hemp Stock (HEMP)	0.0	$0		10k	0.00	View chart
OWC Pharmaceutical Research Corp Stock (OWCP)	0.0	$0		25k	0.00	View chart

Past Filings by Retirement Investment Advisors

SEC 13F filings are viewable for Retirement Investment Advisors going back to 2022

Retirement Investment Advisors 2025 Q3 filed Oct. 28, 2025
Retirement Investment Advisors 2025 Q2 filed Aug. 7, 2025
Retirement Investment Advisors 2025 Q1 filed May 13, 2025
Retirement Investment Advisors 2024 Q4 filed Feb. 12, 2025
Retirement Investment Advisors 2024 Q3 filed Nov. 14, 2024
Retirement Investment Advisors 2024 Q2 filed Aug. 12, 2024
Retirement Investment Advisors 2023 Q4 filed Feb. 8, 2024
Retirement Investment Advisors 2023 Q3 filed Nov. 13, 2023
Retirement Investment Advisors 2023 Q2 filed Aug. 14, 2023
Retirement Investment Advisors 2023 Q1 filed May 15, 2023
Retirement Investment Advisors 2022 Q4 filed Feb. 15, 2023

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