DOSSIER · 13F-HR · Q1 2026

RAM Investment Partners, LLC

$569M in tracked AUM across 121 positions as of Q1 2026.

RI
CIK 0001989672 · last filed Mar 31, 2026
Total AUM
$569M
as of Q1 2026
Holdings
121
positions
Whale Score
62
62
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

RAM Investment Partners, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
DFAC
DIMENSIONAL ETF TRUST
$106M2.7M18.7%
02
DFAI
DIMENSIONAL ETF TRUST
$74M1.9M13.1%
03
CORP
PIMCO ETF TR
$51M530K9.0%
04
DFSD
DIMENSIONAL ETF TRUST
$48M998K8.4%
05
DFAE
DIMENSIONAL ETF TRUST
$45M1.3M7.9%
06
MSFT
MICROSOFT CORP
$42M115K7.5%
07
DFAR
DIMENSIONAL ETF TRUST
$34M1.4M5.9%
08
DFNM
DIMENSIONAL ETF TRUST
$25M516K4.3%
09
AMZN
AMAZON COM INC
$10M49K1.8%
10
NVDA
NVIDIA CORPORATION
$8M48K1.5%

Filing history

2026Q1Mar 31
$569M 3.0%
121 positionsView →
2025Q4Dec 31
$553M 3.7%
152 positionsView →
2025Q3Sep 30
$533M 11.9%
171 positionsView →
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
2023Q3Sep 30
$236M 1.1%
52 positionsLocked
2023Q2Jun 30
$239M 28.8%
51 positionsLocked
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