Ryan Investment Management Inc. Portfolio Shifts: Significant Growth in Tech ETFs & Smaller Changes Observed

As of June 30th, 2026, Ryan Investment Management Inc. has observed several noteworthy changes within its portfolio structure compared to the previous quarter.

The most significant activity involves substantial increases in specific ETF holdings:

• ISHARES RUSSELL 1000 GROWTH ETF (IWF) saw a massive increase of over 959% in shares, boosting its portfolio allocation from previous levels.
• INVESCO NASDAQ 100 ETF (QQQ) experienced a significant rise with an approximate 55.45% increase in shares during the quarter, impacting its allocation percentage upward.
• The firm also increased exposure to small-cap stocks via ISHARES RUSSELL 2000 ETF (IWM), which saw an increase in shares and maintained a notable portfolio weight.

Conversely, the investor disclosed significant reductions or exits from certain positions:

• The allocation to short-term Treasury bonds via ISHARES 0-3 MONTH TREASURY BOND ETF (SGOV) was drastically cut, with a reduction of over -70% in shares during the period.

Beyond these major shifts, Ryan Investment Management Inc. also noted several other changes:

• VANGUARD TOTAL BOND MARKET ETF (BND) allocation increased slightly.
• The firm added new positions to its portfolio, including holdings in ESG-focused and specialized strategies like ISHARES ESG AWARE MSCI EAFE ETF (ESGD), IMGP DBI MANAGED FUTURES STRATEGY ETF (DBMF), and others, though these represent smaller allocations.
• There were also increases in holdings like VANGUARD TAX-EXEMPT BOND ETF (VTEB).

The overall portfolio structure reflects a mix of strategic adjustments. The firm's allocation to the 'Unknown' sector remains dominant, accounting for approximately 99.25% as of June 30th.

Furthermore, Ryan Investment Management Inc.'s portfolio includes exposure within specific sectors like Healthcare and Energy, though these allocations are relatively small compared to its primary holdings in broad market ETFs.