13F
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Retirement Investment Advisors, Inc.

13F equity value
$1.2B
Positions
67
Top 10 concentration
93.2%
Quarters / total new picks
10 / 39
13F equity value over time
$0M$621M$1B20222023202420252026

"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.

Not significant Verdict

13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.

We backtested copying it anyway. Buying this fund's new positions the day each filing went public, over 10 quarters, returned +6.4% per quarter — versus +4.0% per quarter from simply owning every 13F stock. It beat that baseline in only 50.0% of quarters (excess t = -0.73, not statistically significant). Its filings tell you what it bought — not what you should buy.

Avg 2Q excess
-2.6%
t-stat
-0.73
Quarterly win rate
50%
Annualized excess
+10.2%
$1 → follow vs universe
$1.80 vs $1.46
Cumulative return: $1 invested in new picks vs universe
1.00 20230331: universe 1.05420230630: universe 1.01620230930: universe 1.15320231231: universe 1.20520240930: universe 1.19420241231: universe 1.11520250331: universe 1.21520250630: universe 1.25320250930: universe 1.40920251231: universe 1.458 20230331: follow 1.02520230630: follow 1.02320230930: follow 1.15720231231: follow 1.23620240930: follow 1.27420241231: follow 1.19320250331: follow 1.29220250630: follow 1.31020250930: follow 1.43620251231: follow 1.799 0.92 1.43 1.94 202320242025 Follow Universe

Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)

Listed as facts. See the verdict above before treating this as signal.

Top 20 holdings of 67 · 2026 Q1

Ticker Value Weight QoQ
VTV $263M
21.1%
HOLD
VUG $257M
20.7%
HOLD
IEFA $187M
15.0%
HOLD
BIV $134M
10.8%
HOLD
IEMG $93M
7.5%
HOLD
VBR $83M
6.7%
HOLD
BNDX $48M
3.9%
HOLD
MUB $45M
3.7%
HOLD
EMB $28M
2.3%
HOLD
HYLB $19M
1.6%
HOLD
VBK $19M
1.5%
HOLD
HYD $8M
0.6%
HOLD
VTEB $6M
0.4%
HOLD
SCHV $5M
0.4%
HOLD
XOM $4M
0.4%
HOLD
QQQ $4M
0.3%
HOLD
IVV $3M
0.2%
HOLD
VEA $3M
0.2%
HOLD
SDY $2M
0.2%
HOLD
VXUS $2M
0.2%
HOLD

QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.

Listed as facts. See the verdict above before treating this as signal.

New positions in 2026 Q1

Method & Limitations

Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.