# EDGAR Filing Document

**Accession Number:** 0001958384
**File Stem:** 0002085853-26-000473
**Filing Date:** 2026-4
**Character Count:** 18029
**Document Hash:** 0fc67aaba80174ded975ef36f76169c0
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002085853-26-000473.hdr.sgml**: 20260424

**ACCESSION NUMBER**: 0002085853-26-000473

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260424

**DATE AS OF CHANGE**: 20260423

**EFFECTIVENESS DATE**: 20260424

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** RIA Advisory Group LLC
- **CENTRAL INDEX KEY:** 0001958384

**ORGANIZATION NAME:**
- **EIN:** 203199545
- **STATE OF INCORPORATION:** IA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-22876
- **FILM NUMBER:** 26889933

**BUSINESS ADDRESS:**
- **STREET 1:** 500 SW 7TH ST SUITE 204
- **CITY:** DES MOINES
- **STATE:** IA
- **ZIP:** 50309
- **BUSINESS PHONE:** 515-965-8588

**MAIL ADDRESS:**
- **STREET 1:** 500 SW 7TH ST SUITE 204
- **CITY:** DES MOINES
- **STATE:** IA
- **ZIP:** 50309

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** RIA Advisory Group LLC<br>**Address:** 500 Sw 7th St Suite 204<br>Des Moines, IA 50309

**Form 13F File Number:** 028-22876

**CRD Number (if applicable):** 000152566

**SEC File Number (if applicable):** 801-117837

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Stephanie Theisinger<br>**Title:** Chief Compliance Officer<br>**Phone:** 515-965-8588

**Signature, Place, and Date of Signing:**

/s/ Stephanie Theisinger  Des Moines, IA  04-23-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 145

**Form 13F Information Table Value Total:** $420710505

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| 3M CO | COM | 88579Y101 |  | 1692725 | 11655 | SH |  | SOLE |  | 0 | 0 | 11655 |
| ADMA BIOLOGICS INC | COM | 000899104 |  | 97813 | 10856 | SH |  | SOLE |  | 0 | 0 | 10856 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 674574 | 3316 | SH |  | SOLE |  | 0 | 0 | 3316 |
| AIM ETF PRODUCTS TRUST | ALLIANZIM US EQU | 00888H802 |  | 205747 | 5640 | SH |  | SOLE |  | 0 | 0 | 5640 |
| AIM ETF PRODUCTS TRUST | ALLIANZIM US EQU | 00888H505 |  | 211585 | 5500 | SH |  | SOLE |  | 0 | 0 | 5500 |
| ALLIANT ENERGY CORP | COM | 018802108 |  | 1328051 | 18507 | SH |  | SOLE |  | 0 | 0 | 18507 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 5198490 | 18122 | SH |  | SOLE |  | 0 | 0 | 18122 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 771872 | 2684 | SH |  | SOLE |  | 0 | 0 | 2684 |
| ALTRIA GROUP INC | COM | 02209S103 |  | 617103 | 9351 | SH |  | SOLE |  | 0 | 0 | 9351 |
| AMAZON COM INC | COM | 023135106 |  | 6401456 | 30736 | SH |  | SOLE |  | 0 | 0 | 30736 |
| AMEREN CORP | COM | 023608102 |  | 1109093 | 10090 | SH |  | SOLE |  | 0 | 0 | 10090 |
| AMERICAN ELEC PWR CO INC | COM | 025537101 |  | 1734604 | 13233 | SH |  | SOLE |  | 0 | 0 | 13233 |
| AMPLIFY ETF TR | AMPLIFY JUNIOR S | 032108649 |  | 2130951 | 71701 | SH |  | SOLE |  | 0 | 0 | 71701 |
| APPLE INC | COM | 037833100 |  | 6632425 | 26134 | SH |  | SOLE |  | 0 | 0 | 26134 |
| ASSOCIATED BANC-CORP | COM | 045487105 |  | 2323521 | 89850 | SH |  | SOLE |  | 0 | 0 | 89850 |
| ATMOS ENERGY CORP | COM | 049560105 |  | 220095 | 1192 | SH |  | SOLE |  | 0 | 0 | 1192 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 |  | 887585 | 4368 | SH |  | SOLE |  | 0 | 0 | 4368 |
| AXT INC | COM | 00246W103 |  | 525413 | 9221 | SH |  | SOLE |  | 0 | 0 | 9221 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 745156 | 1555 | SH |  | SOLE |  | 0 | 0 | 1555 |
| CAPITAL GROUP CORE BALANCED | SHS | 14021D107 |  | 1212994 | 35251 | SH |  | SOLE |  | 0 | 0 | 35251 |
| CAPITAL GROUP GROWTH ETF | SHS CREATION UNI | 14020G101 |  | 659203 | 16402 | SH |  | SOLE |  | 0 | 0 | 16402 |
| CARDINAL HEALTH INC | COM | 14149Y108 |  | 256701 | 1215 | SH |  | SOLE |  | 0 | 0 | 1215 |
| CATERPILLAR INC | COM | 149123101 |  | 221517 | 313 | SH |  | SOLE |  | 0 | 0 | 313 |
| CHEVRON CORPORATION | COM | 166764100 |  | 382019 | 1846 | SH |  | SOLE |  | 0 | 0 | 1846 |
| CINTAS CORP | COM | 172908105 |  | 978936 | 5788 | SH |  | SOLE |  | 0 | 0 | 5788 |
| CISCO SYS INC | COM | 17275R102 |  | 429647 | 5537 | SH |  | SOLE |  | 0 | 0 | 5537 |
| CMS ENERGY CORP | COM | 125896100 |  | 1194831 | 15401 | SH |  | SOLE |  | 0 | 0 | 15401 |
| COCA COLA CO | COM | 191216100 |  | 8152012 | 107193 | SH |  | SOLE |  | 0 | 0 | 107193 |
| COMMUNITY FINANCIAL SYSTEM I | COM | 203607106 |  | 245509 | 4186 | SH |  | SOLE |  | 0 | 0 | 4186 |
| CONAGRA BRANDS INC | COM | 205887102 |  | 566046 | 36008 | SH |  | SOLE |  | 0 | 0 | 36008 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 |  | 291601 | 1044 | SH |  | SOLE |  | 0 | 0 | 1044 |
| CORTEVA INC | COM | 22052L104 |  | 407569 | 4869 | SH |  | SOLE |  | 0 | 0 | 4869 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 |  | 1728834 | 1735 | SH |  | SOLE |  | 0 | 0 | 1735 |
| CSX CORP | COM | 126408103 |  | 416370 | 10143 | SH |  | SOLE |  | 0 | 0 | 10143 |
| DISNEY WALT CO | COM | 254687106 |  | 233651 | 2424 | SH |  | SOLE |  | 0 | 0 | 2424 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 1314099 | 10036 | SH |  | SOLE |  | 0 | 0 | 10036 |
| EA SERIES TRUST | ALPHA ARCH 1-3 | 02072L565 |  | 745419 | 6410 | SH |  | SOLE |  | 0 | 0 | 6410 |
| EA SERIES TRUST | EFFICIENT MARKET | 02072Q887 |  | 631399 | 21616 | SH |  | SOLE |  | 0 | 0 | 21616 |
| ESSENTIAL UTILS INC | COM | 29670G102 |  | 346137 | 8595 | SH |  | SOLE |  | 0 | 0 | 8595 |
| EVERCOMMERCE INC | COM | 29977X105 |  | 201227 | 17605 | SH |  | SOLE |  | 0 | 0 | 17605 |
| EVERGY INC | COM | 30034W106 |  | 1204126 | 14699 | SH |  | SOLE |  | 0 | 0 | 14699 |
| EXELON CORP | COM | 30161N101 |  | 1828254 | 37296 | SH |  | SOLE |  | 0 | 0 | 37296 |
| EXPEDITORS INTL WASH INC | COM | 302130109 |  | 400872 | 2799 | SH |  | SOLE |  | 0 | 0 | 2799 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 863880 | 5092 | SH |  | SOLE |  | 0 | 0 | 5092 |
| FEDEX CORP | COM | 31428X106 |  | 437243 | 1228 | SH |  | SOLE |  | 0 | 0 | 1228 |
| FIRST TR EXCHANGE-TRADED FD | VEST LADDERED | 33733E690 |  | 210831 | 10345 | SH |  | SOLE |  | 0 | 0 | 10345 |
| FIRSTENERGY CORP | COM | 337932107 |  | 1124905 | 22205 | SH |  | SOLE |  | 0 | 0 | 22205 |
| GENUINE PARTS CO | COM | 372460105 |  | 331526 | 3135 | SH |  | SOLE |  | 0 | 0 | 3135 |
| GLOBAL X FDS | GLOBAL X SILVER | 37954Y848 |  | 1529206 | 16976 | SH |  | SOLE |  | 0 | 0 | 16976 |
| GOPRO INC | CL A | 38268T103 |  | 12089 | 15700 | SH |  | SOLE |  | 0 | 0 | 15700 |
| GRACO INC | COM | 384109104 |  | 240052 | 2836 | SH |  | SOLE |  | 0 | 0 | 2836 |
| HP INC | COM | 40434L105 |  | 237610 | 12369 | SH |  | SOLE |  | 0 | 0 | 12369 |
| IDEXX LABS INC | COM | 45168D104 |  | 239365 | 426 | SH |  | SOLE |  | 0 | 0 | 426 |
| INTEL CORP | COM | 458140100 |  | 591210 | 13397 | SH |  | SOLE |  | 0 | 0 | 13397 |
| INTERCONTINENTAL HOTELS GROU | SPONSORED ADS | 45857P806 |  | 254909 | 1910 | SH |  | SOLE |  | 0 | 0 | 1910 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 467411 | 1928 | SH |  | SOLE |  | 0 | 0 | 1928 |
| INVESCO EXCH TRADED FD TR II | NASDAQ 100 ETF | 46138G649 |  | 1176607 | 4952 | SH |  | SOLE |  | 0 | 0 | 4952 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | 46138J783 |  | 228687 | 11653 | SH |  | SOLE |  | 0 | 0 | 11653 |
| INVESCO EXCH TRD SLF IDX FD | INVSCO BLSH 28 | 46138J643 |  | 200779 | 9831 | SH |  | SOLE |  | 0 | 0 | 9831 |
| INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | 46138J791 |  | 227076 | 11627 | SH |  | SOLE |  | 0 | 0 | 11627 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 309458 | 1612 | SH |  | SOLE |  | 0 | 0 | 1612 |
| INVESCO EXCHANGE TRADED FD T | RAFI US 1000 ETF | 46137V613 |  | 505948 | 10645 | SH |  | SOLE |  | 0 | 0 | 10645 |
| INVESCO EXCHANGE TRADED FD T | S 500 TOP 50 | 46137V233 |  | 3581423 | 65654 | SH |  | SOLE |  | 0 | 0 | 65654 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 47548550 | 82381 | SH |  | SOLE |  | 0 | 0 | 82381 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 |  | 1692785 | 44060 | SH |  | SOLE |  | 0 | 0 | 44060 |
| ISHARES SILVER TR | ISHARES | 46428Q109 |  | 11924500 | 175000 | SH | Call | SOLE |  | 0 | 0 | 0 |
| ISHARES SILVER TR | ISHARES | 46428Q109 |  | 18927043 | 277767 | SH |  | SOLE |  | 0 | 0 | 277767 |
| ISHARES TR | EXPANDED TECH | 464287515 |  | 5540981 | 69219 | SH |  | SOLE |  | 0 | 0 | 69219 |
| ISHARES TR | RUSSELL 3000 ETF | 464287689 |  | 258073 | 696 | SH |  | SOLE |  | 0 | 0 | 696 |
| ISHARES TR | IBONDS DEC 26 | 46435U259 |  | 1520579 | 59328 | SH |  | SOLE |  | 0 | 0 | 59328 |
| ISHARES TR | 0-3 MNTH TREASRY | 46436E718 |  | 40177771 | 399143 | SH |  | SOLE |  | 0 | 0 | 399143 |
| ISHARES TR | S 100 ETF | 464287101 |  | 36685728 | 115339 | SH |  | SOLE |  | 0 | 0 | 115339 |
| ISHARES TR | IBONDS DEC 28 | 46435U325 |  | 1433226 | 56139 | SH |  | SOLE |  | 0 | 0 | 56139 |
| ISHARES TR | TRUST ISHARE 0-1 | 464288679 |  | 6135035 | 55576 | SH |  | SOLE |  | 0 | 0 | 55576 |
| ISHARES TR | 20 YR TR BD ETF | 464287432 |  | 390801 | 4508 | SH |  | SOLE |  | 0 | 0 | 4508 |
| ISHARES TR | IBONDS DEC 27 | 46435U283 |  | 1455025 | 57194 | SH |  | SOLE |  | 0 | 0 | 57194 |
| ISHARES TR | IBONDS DEC 2029 | 46436E163 |  | 1336089 | 52706 | SH |  | SOLE |  | 0 | 0 | 52706 |
| ISHARES TR | TOP 20 U S STOCK | 46438G570 |  | 1309716 | 45762 | SH |  | SOLE |  | 0 | 0 | 45762 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 7538854 | 30841 | SH |  | SOLE |  | 0 | 0 | 30841 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 412896 | 1404 | SH |  | SOLE |  | 0 | 0 | 1404 |
| KEURIG DR PEPPER INC | COM | 49271V100 |  | 296163 | 11248 | SH |  | SOLE |  | 0 | 0 | 11248 |
| KNIFE RIVER CORP | COMMON STOCK | 498894104 |  | 233437 | 2859 | SH |  | SOLE |  | 0 | 0 | 2859 |
| KODIAK SCIENCES INC | COM | 50015M109 |  | 3227697 | 84672 | SH |  | SOLE |  | 0 | 0 | 84672 |
| LINDE PLC | SHS | G54950103 |  | 1198813 | 2418 | SH |  | SOLE |  | 0 | 0 | 2418 |
| MCDONALDS CORP | COM | 580135101 |  | 6575912 | 21159 | SH |  | SOLE |  | 0 | 0 | 21159 |
| META PLATFORMS INC | CL A | 30303M102 |  | 742755 | 1298 | SH |  | SOLE |  | 0 | 0 | 1298 |
| MICRON TECHNOLOGY INC | COM | 595112103 |  | 209304 | 620 | SH |  | SOLE |  | 0 | 0 | 620 |
| MICROSOFT CORP | COM | 594918104 |  | 6848779 | 18502 | SH |  | SOLE |  | 0 | 0 | 18502 |
| MONSTER BEVERAGE CORP NEW | COM | 61174X109 |  | 341649 | 4715 | SH |  | SOLE |  | 0 | 0 | 4715 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 376628 | 4055 | SH |  | SOLE |  | 0 | 0 | 4055 |
| NORDSON CORP | COM | 655663102 |  | 368227 | 1384 | SH |  | SOLE |  | 0 | 0 | 1384 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 6842917 | 39237 | SH |  | SOLE |  | 0 | 0 | 39237 |
| OLD REP INTL CORP | COM | 680223104 |  | 228534 | 5728 | SH |  | SOLE |  | 0 | 0 | 5728 |
| ORACLE CORP | COM | 68389X105 |  | 1587805 | 10793 | SH |  | SOLE |  | 0 | 0 | 10793 |
| OREILLY AUTOMOTIVE INC | COM | 67103H107 |  | 1179629 | 12779 | SH |  | SOLE |  | 0 | 0 | 12779 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 1592021 | 10883 | SH |  | SOLE |  | 0 | 0 | 10883 |
| PEPSICO INC | COM | 713448108 |  | 803182 | 5172 | SH |  | SOLE |  | 0 | 0 | 5172 |
| PINNACLE WEST CAP CORP | COM | 723484101 |  | 1227540 | 12184 | SH |  | SOLE |  | 0 | 0 | 12184 |
| PROCTER  GAMBLE CO | COM | 742718109 |  | 6475145 | 44829 | SH |  | SOLE |  | 0 | 0 | 44829 |
| PROSHARES TR | S 500 DV ARIST | 74348A467 |  | 376153 | 3548 | SH |  | SOLE |  | 0 | 0 | 3548 |
| PROSHARES TR | PSHS ULT S 500 | 74347R107 |  | 1174812 | 22645 | SH |  | SOLE |  | 0 | 0 | 22645 |
| PROSHARES TR | ULTRASHRT S | 74350P667 |  | 442846 | 5885 | SH |  | SOLE |  | 0 | 0 | 5885 |
| PROSHARES TR | PSHS ULTRA QQQ | 74347R206 |  | 1258948 | 20638 | SH |  | SOLE |  | 0 | 0 | 20638 |
| PROSHARES TR II | ULTRA SILVER NEW | 74347W353 |  | 375261 | 3140 | SH |  | SOLE |  | 0 | 0 | 3140 |
| RBB FUND TRUST | FIRST EAGLE OVER | 75526L878 |  | 6539364 | 129595 | SH |  | SOLE |  | 0 | 0 | 129595 |
| REGENCY CTRS CORP | COM | 758849103 |  | 1101534 | 14559 | SH |  | SOLE |  | 0 | 0 | 14559 |
| RUMBLE INC | COM CL A | 78137L105 |  | 59390 | 11645 | SH |  | SOLE |  | 0 | 0 | 11645 |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 |  | 2271997 | 88611 | SH |  | SOLE |  | 0 | 0 | 88611 |
| SCHWAB STRATEGIC TR | US BRD MKT ETF | 808524102 |  | 496953 | 19799 | SH |  | SOLE |  | 0 | 0 | 19799 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 808524797 |  | 2695400 | 87855 | SH |  | SOLE |  | 0 | 0 | 87855 |
| SELECT SECTOR SPDR TR | STATE STREET UTI | 81369Y886 |  | 522085 | 11377 | SH |  | SOLE |  | 0 | 0 | 11377 |
| SOUTHERN CO | COM | 842587107 |  | 823652 | 8533 | SH |  | SOLE |  | 0 | 0 | 8533 |
| SPDR GOLD TR | GOLD SHS | 78463V107 |  | 1692331 | 3933 | SH |  | SOLE |  | 0 | 0 | 3933 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R754 |  | 396141 | 2953 | SH |  | SOLE |  | 0 | 0 | 2953 |
| SPDR SERIES TRUST | STATE STREET SPD | 78468R663 |  | 7258019 | 79201 | SH |  | SOLE |  | 0 | 0 | 79201 |
| SPDR SERIES TRUST | STATE STREET SPD | 78464A854 |  | 1973656 | 25786 | SH |  | SOLE |  | 0 | 0 | 25786 |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL SILVER | 85207K107 |  | 11084816 | 454482 | SH |  | SOLE |  | 0 | 0 | 454482 |
| SPROTT ASSET MANAGEMENT LP | PHYSICAL GOLD TR | 85207H104 |  | 867890 | 24489 | SH |  | SOLE |  | 0 | 0 | 24489 |
| STATE STR SPDR DOW JONES IND | UT SER 1 | 78467X109 |  | 452841 | 978 | SH |  | SOLE |  | 0 | 0 | 978 |
| STATE STR SPDR S 500 ETF T | TR UNIT | 78462F103 |  | 13900314 | 21374 | SH |  | SOLE |  | 0 | 0 | 21374 |
| STRYKER CORPORATION | COM | 863667101 |  | 627995 | 1911 | SH |  | SOLE |  | 0 | 0 | 1911 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 |  | 894216 | 2646 | SH |  | SOLE |  | 0 | 0 | 2646 |
| TARGET CORP | COM | 87612E106 |  | 523042 | 4316 | SH |  | SOLE |  | 0 | 0 | 4316 |
| TESLA INC | COM | 88160R101 |  | 2421580 | 6514 | SH |  | SOLE |  | 0 | 0 | 6514 |
| TOWER SEMICONDUCTOR LTD | SHS NEW | M87915274 |  | 438525 | 2499 | SH |  | SOLE |  | 0 | 0 | 2499 |
| TRUMP MEDIA  TECHNOLOGY GRO | COM | 25400Q105 |  | 156756 | 16892 | SH |  | SOLE |  | 0 | 0 | 16892 |
| UNION PAC CORP | COM | 907818108 |  | 353327 | 1456 | SH |  | SOLE |  | 0 | 0 | 1456 |
| UNITED BANKSHARES INC WEST V | COM | 909907107 |  | 393656 | 9504 | SH |  | SOLE |  | 0 | 0 | 9504 |
| UNITED PARCEL SVCS INC | CL B | 911312106 |  | 366242 | 3723 | SH |  | SOLE |  | 0 | 0 | 3723 |
| VANECK ETF TRUST | GOLD MINERS ETF | 92189F106 |  | 4303533 | 46895 | SH |  | SOLE |  | 0 | 0 | 46895 |
| VANECK ETF TRUST | JUNIOR GOLD MINE | 92189F791 |  | 4678642 | 38976 | SH |  | SOLE |  | 0 | 0 | 38976 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 |  | 570845 | 7280 | SH |  | SOLE |  | 0 | 0 | 7280 |
| VANGUARD INDEX FDS | S 500 ETF SHS | 922908363 |  | 268591 | 449 | SH |  | SOLE |  | 0 | 0 | 449 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 |  | 39717522 | 123804 | SH |  | SOLE |  | 0 | 0 | 123804 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 474037 | 2204 | SH |  | SOLE |  | 0 | 0 | 2204 |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 |  | 201284 | 3141 | SH |  | SOLE |  | 0 | 0 | 3141 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 921946406 |  | 314332 | 2122 | SH |  | SOLE |  | 0 | 0 | 2123 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 238609 | 4753 | SH |  | SOLE |  | 0 | 0 | 4753 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 |  | 324522 | 1295 | SH |  | SOLE |  | 0 | 0 | 1295 |
| VISA INC | COM CL A | 92826C839 |  | 6395769 | 21161 | SH |  | SOLE |  | 0 | 0 | 21161 |
| WALMART INC | COM | 931142103 |  | 2296448 | 18478 | SH |  | SOLE |  | 0 | 0 | 18478 |
| WEC ENERGY GROUP INC | COM | 92939U106 |  | 1147860 | 9915 | SH |  | SOLE |  | 0 | 0 | 9915 |
| WELLS FARGO  CO | COM | 949746101 |  | 1383184 | 17375 | SH |  | SOLE |  | 0 | 0 | 17375 |
| WORKIVA INC | COM CL A | 98139A105 |  | 205127 | 3440 | SH |  | SOLE |  | 0 | 0 | 3440 |
| XCEL ENERGY INC | COM | 98389B100 |  | 1279222 | 16103 | SH |  | SOLE |  | 0 | 0 | 16103 |

---