RAM Investment Partners, LLC

Est. AUM

$568.6M

13F long equity, this entity only

Positions

120

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DIMENSIONAL ETF TRUST	US CORE EQUITY 2	$106.5M	2739860	18.72%	SOLE
2	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$74.4M	1909728	13.08%	SOLE
3	PIMCO ETF TR	INV GRD CRP BD	$51.3M	530354	9.03%	SOLE
4	DIMENSIONAL ETF TRUST	SHORT DURATION F	$47.8M	998462	8.41%	SOLE
5	DIMENSIONAL ETF TRUST	EMGR CRE EQT MNG	$44.9M	1325462	7.89%	SOLE
6	MICROSOFT CORP	COM	$42.4M	114617	7.46%	SOLE
7	DIMENSIONAL ETF TRUST	US REAL ESTATE E	$33.8M	1427781	5.94%	SOLE
8	DIMENSIONAL ETF TRUST	NATL MUN BD ETF	$24.8M	516432	4.35%	SOLE
9	AMAZON COM INC	COM	$10.2M	49079	1.80%	SOLE
10	NVIDIA CORPORATION	COM	$8.3M	47530	1.46%	SOLE
11	COSTCO WHOLESALE CORPORATION	COM	$7.6M	7649	1.34%	SOLE
12	ALPHABET INC	CAP STK CL C	$6.4M	22233	1.12%	SOLE
13	DIMENSIONAL ETF TRUST	INTERNATIONAL	$5.3M	125123	0.93%	SOLE
14	DIMENSIONAL ETF TRUST	US SUSTAINABILTY	$5.3M	128615	0.93%	SOLE
15	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$5.2M	151993	0.91%	SOLE
16	APPLE INC	COM	$4.4M	17497	0.78%	SOLE
17	VANGUARD MALVERN FDS	STRM INFPROIDX	$3.9M	77603	0.68%	SOLE
18	ISHARES TR	CORE S&P500 ETF	$3.4M	5228	0.60%	SOLE
19	ORACLE CORP	COM	$3.4M	22948	0.59%	SOLE
20	DIMENSIONAL ETF TRUST	GLOBAL SUSTAINA	$3.2M	62797	0.57%	SOLE
21	DIMENSIONAL ETF TRUST	EMERGING MARKETS	$3.0M	71045	0.53%	SOLE
22	AMERICAN CENTY ETF TR	US EQT ETF	$3.0M	26710	0.52%	SOLE
23	DIMENSIONAL ETF TRUST	US SMALL CAP VAL	$2.8M	80767	0.50%	SOLE
24	ROBLOX CORP	CL A	$2.7M	47547	0.47%	SOLE
25	DIMENSIONAL ETF TRUST	INTL SMALL CAP V	$2.6M	66829	0.46%	SOLE
26	DIMENSIONAL ETF TRUST	US EQUITY MARKET	$2.6M	36112	0.45%	SOLE
27	BROADCOM INC	COM	$2.5M	8198	0.45%	SOLE
28	LAM RESEARCH CORP	COM NEW	$2.4M	11025	0.41%	SOLE
29	AMERICAN CENTY ETF TR	INTL EQT ETF	$2.2M	26452	0.39%	SOLE
30	DIMENSIONAL ETF TRUST	US HIGH PROFITAB	$2.1M	57031	0.37%	SOLE
31	META PLATFORMS INC	CL A	$2.0M	3579	0.36%	SOLE
32	PACCAR INC	COM	$1.8M	15726	0.32%	SOLE
33	ALPHABET INC	CAP STK CL A	$1.8M	6274	0.32%	SOLE
34	DIMENSIONAL ETF TRUST	INTL HIGH PROFIT	$1.8M	55680	0.32%	SOLE
35	TESLA INC	COM	$1.8M	4734	0.31%	SOLE
36	VANGUARD INDEX FDS	TOTAL STK MKT	$1.4M	4258	0.24%	SOLE
37	DIMENSIONAL ETF TRUST	US MKTWIDE VALUE	$1.3M	27714	0.24%	SOLE
38	ABBVIE INC	COM	$1.3M	5996	0.23%	SOLE
39	STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.2M	1821	0.21%	SOLE
40	AMERICAN CENTY ETF TR	AVANTIS EMGMKT	$1.1M	14088	0.20%	SOLE
41	VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.1M	1866	0.20%	SOLE
42	DANAHER CORP DEL	COM	$1.0M	5505	0.18%	SOLE
43	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$965K	15072	0.17%	SOLE
44	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$934K	1950	0.16%	SOLE
45	INVESCO QQQ TR	UNIT SER 1	$883K	1531	0.16%	SOLE
46	DIMENSIONAL ETF TRUST	CALIF MUN BD ETF	$863K	17315	0.15%	SOLE
47	VANGUARD WORLD FD	INF TECH ETF	$852K	1222	0.15%	SOLE
48	APPLIED MATLS INC	COM	$820K	2401	0.14%	SOLE
49	VISA INC	COM CL A	$742K	2455	0.13%	SOLE
50	DIMENSIONAL ETF TRUST	INTERNATNAL VAL	$740K	14037	0.13%	SOLE

1–50 of 120

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.