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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 VTV, VUG, IEFA, BIV, IEMG, and represent 74.98% of Retirement Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: VUG (+$241M), MUB (+$13M), VTV (+$10M), BIV (+$8.2M), IEFA (+$5.7M), VBK, BNDX, EMB, Sei Exchange Traded Funds, HYD.
Started 4 new stock positions in Sei Exchange Traded Funds, BANF, TTE, EFA.
Reduced shares in these 10 stocks: , TXN, VTEB, ROK, Thomson Reuters Corp., COHR, PSX, QQQ, WMB, OGE.
Sold out of its positions in COHR, XOM, ROK, TXN, Thomson Reuters Corp..
Retirement Investment Advisors was a net buyer of stock by $288M.
Retirement Investment Advisors has $1.4B in assets under management (AUM), dropping by 12.90%.
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 66 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Index Fds Value Etf (VTV)	22.2	$312M	+3%	1.4M	219.36	View chart
Vanguard Index Fds Growth Etf (VUG)	20.4	$287M	+531%	3.3M	86.15	View chart
Ishares Tr Core Msci Eafe (IEFA)	14.7	$206M	+2%	2.1M	96.15	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	9.9	$138M	+6%	1.8M	75.72	View chart
Ishares Core Msci Emkt (IEMG)	7.7	$109M		1.4M	78.49	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	6.9	$96M		398k	241.78	View chart
Ishares Tr National Mun Etf (MUB)	4.1	$58M	+28%	543k	106.90	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	3.6	$51M	+6%	1.1M	47.89	View chart
Blackrock Etf Trust I Shares (EMB)	2.1	$29M	+5%	309k	95.38	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	1.8	$25M	+15%	72k	349.18	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	1.4	$20M	+4%	551k	36.26	View chart
Vaneck Etf Trust High Yld Munietf (HYD)	0.6	$8.7M	+15%	170k	51.16	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.5	$6.4M	+20%	187k	34.22	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.4	$5.4M	-4%	107k	50.27	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$4.7M	-3%	6.5k	711.87	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.3	$3.8M	+29%	55k	69.76	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$3.4M	+2%	4.5k	752.58	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.2	$2.4M		15k	154.56	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.2	$2.2M		26k	83.78	View chart
Apple (AAPL)	0.2	$2.1M	+3%	6.7k	317.31	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$2.1M		14k	145.00	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$1.9M	+24%	33k	58.79	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$1.8M	-3%	2.4k	749.17	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$1.6M	-2%	3.2k	496.85	View chart
Sei Exchange Traded Funds HY BND Alt	0.1	$1.5M	NEW	60k	24.91	View chart
NVIDIA Corporation (NVDA)	0.1	$1.4M	-3%	7.1k	203.53	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.1	$1.3M		6.0k	214.23	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$1.3M		16k	78.45	View chart
Oneok (OKE)	0.1	$1.2M		13k	91.71	View chart
Phillips 66 (PSX)	0.1	$1.1M	-13%	5.8k	198.29	View chart
International Business Machines (IBM)	0.1	$1.1M		3.8k	290.23	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$1.1M		4.9k	219.78	View chart
Wal-Mart Stores (WMT)	0.1	$990k	+8%	8.6k	114.78	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.1	$980k		6.0k	164.20	View chart
Tesla Motors (TSLA)	0.1	$956k		2.4k	394.76	View chart
Invesco Exchange Traded Fd T Large Cap Value (PWV)	0.1	$814k		10k	78.55	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$739k	+3%	2.0k	369.78	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$737k	+70%	15k	49.82	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.0	$639k		2.2k	293.48	View chart
ConocoPhillips (COP)	0.0	$616k		5.5k	112.85	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$556k		29k	19.51	View chart
Oge Energy Corp (OGE)	0.0	$541k	-18%	11k	48.99	View chart
Vanguard World Inf Tech Etf (VGT)	0.0	$434k	+700%	3.8k	115.58	View chart
Johnson & Johnson (JNJ)	0.0	$428k	+3%	1.7k	257.77	View chart
Microsoft Corporation (MSFT)	0.0	$396k	+33%	1.0k	390.99	View chart
Spdr Ser Tr Nuveen Bloomberg (HYMB)	0.0	$390k	+74%	16k	25.22	View chart
Simmons 1st Natl Corp Cl A $1 Par (SFNC)	0.0	$345k		15k	22.98	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.0	$331k	-4%	3.3k	100.52	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$325k	+18%	928.00	350.67	View chart
United Therapeutics Corporation (UTHR)	0.0	$321k		600.00	535.57	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.0	$316k		6.4k	49.47	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.0	$305k	+2%	444.00	687.72	View chart
Raytheon Technologies Corp (RTX)	0.0	$285k		1.5k	196.39	View chart
Ford Motor Company (F)	0.0	$277k		20k	13.85	View chart
McDonald's Corporation (MCD)	0.0	$275k		1.0k	272.61	View chart
Shell Spon Ads (SHEL)	0.0	$262k		3.1k	83.60	View chart
Enterprise Products Partners (EPD)	0.0	$254k		6.9k	36.81	View chart
Merck & Co (MRK)	0.0	$251k		2.0k	124.03	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.0	$248k		704.00	352.51	View chart
Amazon (AMZN)	0.0	$244k	+2%	985.00	247.31	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.0	$242k	NEW	2.3k	103.24	View chart
Royal Caribbean Cruises (RCL)	0.0	$231k		800.00	288.61	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.0	$224k		2.3k	96.56	View chart
Williams Companies (WMB)	0.0	$215k	-41%	2.9k	74.46	View chart
BancFirst Corporation (BANF)	0.0	$215k	NEW	1.9k	114.90	View chart
Total Sa New Ord F (TTE)	0.0	$204k	NEW	2.5k	80.96	View chart

Past Filings by Retirement Investment Advisors

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

Retirement Investment Advisors 2026 Q2 filed July 15, 2026
Retirement Investment Advisors 2026 Q1 filed April 15, 2026
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

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