DOSSIER · 13F-HR · Q3 2026

RAM Investment Partners, LLC

$631M in tracked AUM across 143 positions as of Q3 2026.

RI
CIK 0001989672 · last filed Sep 30, 2026
Total AUM
$631M
as of Q3 2026
Holdings
143
—
positions
Whale Score
62
62
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

RAM Investment Partners, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
DFAC
DIMENSIONAL ETF TRUST
$119M2.7M18.8%
02
DFAI
DIMENSIONAL ETF TRUST
$81M1.9M12.8%
03
CORP
PIMCO ETF TR
$58M635K9.2%
04
MSFT
MICROSOFT CORP
$53M104K8.4%
05
DFAE
DIMENSIONAL ETF TRUST
$52M1.3M8.3%
06
DFSD
DIMENSIONAL ETF TRUST
$44M955K7.0%
07
DFAR
DFA INVT DIMENSIONS GROUP IN
$36M1.5M5.6%
08
DFNM
DIMENSIONAL ETF TRUST
$16M345K2.5%
09
AMZN
AMAZON COM INC
$11M43K1.7%
10
NVDA
NVIDIA CORPORATION
$10M45K1.6%

Filing history

2026Q3Sep 30
$631M▲ 0.9%
143 positionsView →
2026Q2Jun 30
$625M▲ 9.8%
127 positionsView →
2026Q1Mar 31
$569M▲ 3.0%
121 positionsView →
2025Q4Dec 31
$553M▲ 3.7%
152 positionsView →
2025Q3Sep 30
$533M▲ 11.9%
171 positionsLocked
2025Q2Jun 30
$476M▲ 17.6%
162 positionsLocked
2025Q1Mar 31
$405M▼ 0.4%
152 positionsLocked
2024Q4Dec 31
$407M▲ 5.9%
149 positionsLocked
2024Q3Sep 30
$384M▲ 11.5%
90 positionsLocked
2024Q2Jun 30
$345M▲ 8.3%
84 positionsLocked
2024Q1Mar 31
$318M▲ 10.9%
89 positionsLocked
2023Q4Dec 31
$287M▲ 21.3%
65 positionsLocked
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