Retirement Investment Advisors
Latest statistics and disclosures from Retirement Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VTV, VUG, IEFA, BIV, IEMG, and represent 75.18% of Retirement Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: VTV (+$5.3M), MUB, BIV, IEFA, BNDX, AAPL, BRK.B, VBR, EMB, VTEB.
- Started 8 new stock positions in AAPL, MRK, GOOG, GOOGL, BRK.B, AMZN, ROK, COHR.
- Reduced shares in these 10 stocks: Apple Inc equity, Berkshire Hathaway Inc Del, VUG, TXN, NVDA, , Amazon, OKE, QQQ, SDY.
- Sold out of its positions in BANF, CannaSys, Amazon, Apple Inc equity, HEMP, MJNA, OWCP, Berkshire Hathaway Inc Del.
- Retirement Investment Advisors was a net buyer of stock by $20M.
- Retirement Investment Advisors has $1.2B in assets under management (AUM), dropping by 3.15%.
- Central Index Key (CIK): 0001957886
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Portfolio Holdings for Retirement Investment Advisors
Retirement Investment Advisors holds 65 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Index Fds Value Etf (VTV) | 21.2 | $263M | +2% | 1.4M | 190.99 |
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| Vanguard Index Fds Growth Etf (VUG) | 20.7 | $257M | 527k | 487.86 |
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| Ishares Tr Core Msci Eafe (IEFA) | 15.0 | $186M | 2.1M | 89.46 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 10.8 | $134M | +2% | 1.7M | 77.88 |
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| Ishares Core Msci Emkt (IEMG) | 7.5 | $93M | 1.4M | 67.22 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 6.7 | $83M | 394k | 211.79 |
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| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 3.9 | $48M | +4% | 996k | 48.32 |
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| Ishares Tr National Mun Etf (MUB) | 3.7 | $45M | +7% | 423k | 107.11 |
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| Ishares Tr Jpmorgan Usd Emg (EMB) | 2.3 | $28M | +3% | 291k | 96.28 |
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| Dbx Etf Tr Xtrack Usd High (HYLB) | 1.6 | $20M | +2% | 529k | 36.83 |
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| Vanguard Index Fds Sml Cp Grw Etf (VBK) | 1.5 | $19M | +2% | 63k | 302.11 |
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| Vaneck Etf Trust High Yld Munietf (HYD) | 0.6 | $7.4M | +7% | 145k | 51.12 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.5 | $5.6M | +14% | 112k | 50.29 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.4 | $4.6M | +7% | 156k | 29.61 |
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| Exxon Mobil Corporation (XOM) | 0.4 | $4.4M | 37k | 120.34 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.3 | $4.2M | -2% | 6.8k | 614.31 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $3.0M | 4.4k | 684.94 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.2 | $2.6M | 42k | 62.47 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.2 | $2.2M | -5% | 16k | 139.16 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $2.0M | -3% | 26k | 75.44 |
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| Apple (AAPL) | 0.1 | $1.8M | NEW | 6.5k | 271.86 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $1.7M | -3% | 14k | 120.18 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $1.7M | +2% | 2.5k | 681.92 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.1 | $1.6M | NEW | 3.3k | 502.65 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $1.4M | -2% | 26k | 53.76 |
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| NVIDIA Corporation (NVDA) | 0.1 | $1.4M | -21% | 7.3k | 186.50 |
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| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.1 | $1.3M | -6% | 16k | 79.73 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $1.1M | 6.0k | 191.56 |
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| International Business Machines (IBM) | 0.1 | $1.1M | 3.8k | 296.21 |
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| Tesla Motors (TSLA) | 0.1 | $1.1M | -7% | 2.4k | 449.72 |
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| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.1 | $898k | 6.0k | 148.69 |
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| Blackrock Etf Trust I Shares (IWN) | 0.1 | $894k | +17% | 4.9k | 181.21 |
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| Wal-Mart Stores (WMT) | 0.1 | $887k | 8.0k | 111.41 |
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| Oneok (OKE) | 0.1 | $882k | -16% | 12k | 73.50 |
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| Phillips 66 (PSX) | 0.1 | $863k | 6.7k | 129.04 |
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| Invesco Exchange Traded Fd T Large Cap Value (PWV) | 0.1 | $683k | 10k | 66.52 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $647k | 1.9k | 335.27 |
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| Oge Energy Corp (OGE) | 0.0 | $578k | 14k | 42.70 |
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| Texas Instruments Incorporated (TXN) | 0.0 | $576k | -48% | 3.3k | 173.49 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.0 | $536k | -6% | 2.2k | 246.16 |
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| ConocoPhillips (COP) | 0.0 | $511k | 5.5k | 93.61 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $465k | +75% | 28k | 16.49 |
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| Ishares Tr Core Intl Aggr (IAGG) | 0.0 | $434k | 8.7k | 50.01 |
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| Microsoft Corporation (MSFT) | 0.0 | $366k | +21% | 757.00 | 483.62 |
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| Vanguard World Inf Tech Etf (VGT) | 0.0 | $354k | 469.00 | 753.78 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.0 | $347k | 3.5k | 100.38 |
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| Johnson & Johnson (JNJ) | 0.0 | $333k | 1.6k | 206.95 |
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| McDonald's Corporation (MCD) | 0.0 | $307k | -4% | 1.0k | 305.63 |
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| Williams Companies (WMB) | 0.0 | $298k | 5.0k | 60.11 |
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| United Therapeutics Corporation (UTHR) | 0.0 | $292k | 600.00 | 487.25 |
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| Simmons 1st Natl Corp Cl A $1 Par (SFNC) | 0.0 | $283k | 15k | 18.85 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.0 | $279k | -8% | 6.3k | 44.41 |
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| Raytheon Technologies Corp (RTX) | 0.0 | $266k | +17% | 1.5k | 183.40 |
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| Ford Motor Company (F) | 0.0 | $262k | 20k | 13.12 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $246k | NEW | 784.00 | 313.80 |
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| Royal Caribbean Cruises (RCL) | 0.0 | $223k | 800.00 | 278.92 |
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| Amazon (AMZN) | 0.0 | $222k | NEW | 960.00 | 230.82 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $220k | NEW | 704.00 | 313.00 |
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| Spdr Ser Tr Nuveen Bloomberg (HYMB) | 0.0 | $217k | -5% | 8.7k | 24.94 |
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| Shell Spon Ads (SHEL) | 0.0 | $216k | -5% | 2.9k | 73.48 |
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| Rockwell Automation (ROK) | 0.0 | $213k | NEW | 548.00 | 389.07 |
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| Merck & Co (MRK) | 0.0 | $213k | NEW | 2.0k | 105.26 |
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| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 0.0 | $208k | 2.3k | 89.43 |
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| Thomson Reuters Corp. (TRI) | 0.0 | $208k | 1.6k | 131.89 |
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| Coherent Corp (COHR) | 0.0 | $207k | NEW | 1.1k | 184.57 |
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Past Filings by Retirement Investment Advisors
SEC 13F filings are viewable for Retirement Investment Advisors going back to 2022
- Retirement Investment Advisors 2025 Q4 filed Jan. 21, 2026
- 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