# EDGAR Filing Document

**Accession Number:** 0002110677
**File Stem:** 0002110677-26-000002
**Filing Date:** 2026-5
**Character Count:** 11159
**Document Hash:** bcbc2282a0b7b7881fc9617101d4b6fb
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002110677-26-000002.hdr.sgml**: 20260512

**ACCESSION NUMBER**: 0002110677-26-000002

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260512

**DATE AS OF CHANGE**: 20260512

**EFFECTIVENESS DATE**: 20260512

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Ruggiero Investments, Inc.
- **CENTRAL INDEX KEY:** 0002110677

**ORGANIZATION NAME:**
- **EIN:** 463496602
- **STATE OF INCORPORATION:** FL
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-26246
- **FILM NUMBER:** 26968131

**BUSINESS ADDRESS:**
- **STREET 1:** 516 S DIXIE HWY
- **STREET 2:** SUITE 326
- **CITY:** WEST PALM BEACH
- **STATE:** FL
- **ZIP:** 33401
- **BUSINESS PHONE:** 8007774726

**MAIL ADDRESS:**
- **STREET 1:** 500 S AUSTRALIAN AVE SUITE 608
- **CITY:** WEST PALM BEACH
- **STATE:** FL
- **ZIP:** 33401

### 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:** Ruggiero Investments Inc.<br>**Address:** 500 S AUSTRALIAN AVE SUITE 608<br>WEST PALM BEACH, FL 33401

**Form 13F File Number:** 028-26246

**CRD Number (if applicable):** 000169180

**SEC File Number (if applicable):** 801-131800

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:** Janet Messer<br>**Title:** Compliance Consultant<br>**Phone:** 720-210-9471

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

Janet Messer  Milton, IN  05-12-2026<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:** 78

**Form 13F Information Table Value Total:** $103419863

      (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 |
| ALPHABET INC | COM | 02079K107 |  | 636542 | 2219 | SH |  | SOLE | 0 | 0 | 0 | 2219 |
| ALPHABET INC | COM | 02079K305 |  | 3011799 | 10474 | SH |  | SOLE | 0 | 0 | 0 | 10474 |
| AMAZON.COM INC | COM | 023135106 |  | 3334194 | 16009 | SH |  | SOLE | 0 | 0 | 0 | 16009 |
| APPLE INC | COM | 037833100 |  | 7096639 | 27963 | SH |  | SOLE | 0 | 0 | 0 | 27963 |
| BLACKROCK INC NEW | COM | 09290D101 |  | 264470 | 275 | SH |  | SOLE | 0 | 0 | 0 | 275 |
| BROADCOM INC | COM | 11135F101 |  | 505478 | 1633 | SH |  | SOLE | 0 | 0 | 0 | 1633 |
| CATERPILLAR INC | COM | 149123101 |  | 267089 | 377 | SH |  | SOLE | 0 | 0 | 0 | 377 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 2495141 | 2504 | SH |  | SOLE | 0 | 0 | 0 | 2504 |
| DUKE ENERGY CORP NEW | COM | 26441C204 |  | 212908 | 1626 | SH |  | SOLE | 0 | 0 | 0 | 1626 |
| ELI LILLY AND CO | COM | 532457108 |  | 262134 | 285 | SH |  | SOLE | 0 | 0 | 0 | 285 |
| ENERGY TRANSFER L P   LP | MLP | 29273V100 |  | 254760 | 13200 | SH |  | SOLE | 0 | 0 | 0 | 13200 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 1401866 | 8263 | SH |  | SOLE | 0 | 0 | 0 | 8263 |
| F/M US TREASURY 3 MONTH | UIE | 74933W452 |  | 1798219 | 36065 | SH |  | SOLE | 0 | 0 | 0 | 36065 |
| FIDELITY MSCI | UIE | 316092808 |  | 486005 | 2336 | SH |  | SOLE | 0 | 0 | 0 | 2336 |
| FIDELITY MSCI FINANCIALS | UIE | 316092501 |  | 212846 | 3032 | SH |  | SOLE | 0 | 0 | 0 | 3032 |
| FIRST TRUST MANAGED | UIE | 33739N108 |  | 385129 | 7602 | SH |  | SOLE | 0 | 0 | 0 | 7602 |
| FUNDSTRAT GRANNY SHOTS | UIE | 886364231 |  | 1857492 | 77817 | SH |  | SOLE | 0 | 0 | 0 | 77817 |
| GE VERNOVA INC | COM | 36828A101 |  | 327338 | 375 | SH |  | SOLE | 0 | 0 | 0 | 375 |
| GOLDMAN SACHS HEDGE | UIE | 381430545 |  | 302095 | 2073 | SH |  | SOLE | 0 | 0 | 0 | 2073 |
| HPS CORPORATE LENDING FU | CEM | 40440V303 |  | 573101 | 22998 | SH |  | SOLE | 0 | 0 | 0 | 22998 |
| IBM CORP | COM | 459200101 |  | 269053 | 1110 | SH |  | SOLE | 0 | 0 | 0 | 1110 |
| INVESCO BULLETSHARES | UIE | 46138J783 |  | 1008019 | 51364 | SH |  | SOLE | 0 | 0 | 0 | 51364 |
| INVESCO QQQ TR | UIE | 46090E103 |  | 7161088 | 12407 | SH |  | SOLE | 0 | 0 | 0 | 12407 |
| INVESCO S 500 EQUAL | UIE | 46137V357 |  | 302272 | 1575 | SH |  | SOLE | 0 | 0 | 0 | 1575 |
| ISHARES 1-3 YEAR | UIE | 464287457 |  | 1762539 | 21346 | SH |  | SOLE | 0 | 0 | 0 | 21346 |
| ISHARES 3-7 YEAR | UIE | 464288661 |  | 297805 | 2511 | SH |  | SOLE | 0 | 0 | 0 | 2511 |
| ISHARES BITCOIN TRUST | UIE | 46438F101 |  | 269363 | 7011 | SH |  | SOLE | 0 | 0 | 0 | 7011 |
| ISHARES CORE S 500 | UIE | 464287200 |  | 707426 | 1083 | SH |  | SOLE | 0 | 0 | 0 | 1083 |
| ISHARES CORE S TOTAL | UIE | 464287150 |  | 308503 | 2166 | SH |  | SOLE | 0 | 0 | 0 | 2166 |
| ISHARES GOLD TRUST | UIE | 464285204 |  | 258132 | 2928 | SH |  | SOLE | 0 | 0 | 0 | 2928 |
| ISHARES J.P. MORGAN EM | UIE | 464286285 |  | 612359 | 15550 | SH |  | SOLE | 0 | 0 | 0 | 15550 |
| ISHARES MSCI INTL | UIE | 46434V456 |  | 466276 | 10086 | SH |  | SOLE | 0 | 0 | 0 | 10086 |
| ISHARES MSCI USA QUALITY | UIE | 46432F339 |  | 1324064 | 6903 | SH |  | SOLE | 0 | 0 | 0 | 6903 |
| ISHARES RUSSELL 1000 | UIE | 464287614 |  | 1148754 | 2694 | SH |  | SOLE | 0 | 0 | 0 | 2694 |
| ISHARES RUSSELL 2000 | UIE | 464287655 |  | 1641097 | 6617 | SH |  | SOLE | 0 | 0 | 0 | 6617 |
| ISHARES U.S. FINANCIALS | UIE | 464287788 |  | 235320 | 2000 | SH |  | SOLE | 0 | 0 | 0 | 2000 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 231729 | 948 | SH |  | SOLE | 0 | 0 | 0 | 948 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 3406564 | 11581 | SH |  | SOLE | 0 | 0 | 0 | 11581 |
| JPMORGAN EQUITY PREMIUM | UIE | 46641Q332 |  | 2097523 | 37006 | SH |  | SOLE | 0 | 0 | 0 | 37006 |
| JPMORGAN NASDAQ EQUITY | UIE | 46654Q203 |  | 1045831 | 18837 | SH |  | SOLE | 0 | 0 | 0 | 18837 |
| MCDONALDS CORP | COM | 580135101 |  | 249564 | 803 | SH |  | SOLE | 0 | 0 | 0 | 803 |
| MCKESSON CORP | COM | 58155Q103 |  | 258725 | 299 | SH |  | SOLE | 0 | 0 | 0 | 299 |
| META PLATFORMS INC | COM | 30303M102 |  | 1601754 | 2800 | SH |  | SOLE | 0 | 0 | 0 | 2800 |
| MICROSOFT CORP | COM | 594918104 |  | 4791350 | 12944 | SH |  | SOLE | 0 | 0 | 0 | 12944 |
| NUBURU INC | COM | 67021W400 |  | 3574 | 20156 | SH |  | SOLE | 0 | 0 | 0 | 20156 |
| NVIDIA CORP | COM | 67066G104 |  | 11234189 | 64416 | SH |  | SOLE | 0 | 0 | 0 | 64416 |
| ORACLE CORP | COM | 68389X105 |  | 279803 | 1902 | SH |  | SOLE | 0 | 0 | 0 | 1902 |
| PALANTIR TECHNOLOGIES IN | COM | 69608A108 |  | 699804 | 4784 | SH |  | SOLE | 0 | 0 | 0 | 4784 |
| PIMCO INVESTMENT GRADE | UIE | 72201R817 |  | 210346 | 2173 | SH |  | SOLE | 0 | 0 | 0 | 2173 |
| SCHWAB INTERNATIONAL | UIE | 808524805 |  | 249777 | 10092 | SH |  | SOLE | 0 | 0 | 0 | 10092 |
| SHOPIFY INC            F | FGC | 82509L107 |  | 474480 | 4000 | SH |  | SOLE | 0 | 0 | 0 | 4000 |
| SPDR GOLD SHARES | UIE | 78463V107 |  | 606709 | 1410 | SH |  | SOLE | 0 | 0 | 0 | 1410 |
| STATE STREET ENERGY | UIE | 81369Y506 |  | 2324148 | 37939 | SH |  | SOLE | 0 | 0 | 0 | 37939 |
| STATE STREET FINANCIAL | UIE | 81369Y605 |  | 1669938 | 33825 | SH |  | SOLE | 0 | 0 | 0 | 33825 |
| STATE STREET HEALTH CARE | UIE | 81369Y209 |  | 248516 | 1695 | SH |  | SOLE | 0 | 0 | 0 | 1695 |
| STATE STREET INDUSTRIAL | UIE | 81369Y704 |  | 1325560 | 8196 | SH |  | SOLE | 0 | 0 | 0 | 8196 |
| STATE STREET SPDR | UIE | 78464A508 |  | 366010 | 6469 | SH |  | SOLE | 0 | 0 | 0 | 6469 |
| STATE STREET SPDR | UIE | 78464A854 |  | 420457 | 5493 | SH |  | SOLE | 0 | 0 | 0 | 5493 |
| STATE STREET SPDR | UIE | 78464A409 |  | 539907 | 5514 | SH |  | SOLE | 0 | 0 | 0 | 5514 |
| STATE STREET SPDR | UIE | 78463X889 |  | 1377397 | 30173 | SH |  | SOLE | 0 | 0 | 0 | 30173 |
| STATE STREET SPDR | UIE | 78468R663 |  | 1625210 | 17735 | SH |  | SOLE | 0 | 0 | 0 | 17735 |
| STATE STREET SPDR DOW | UIE | 78467X109 |  | 3373215 | 7283 | SH |  | SOLE | 0 | 0 | 0 | 7283 |
| STATE STREET SPDR S | UIE | 78467Y107 |  | 242387 | 393 | SH |  | SOLE | 0 | 0 | 0 | 393 |
| STATE STREET SPDR S | UIE | 78464A862 |  | 448741 | 1376 | SH |  | SOLE | 0 | 0 | 0 | 1376 |
| STATE STREET SPDR S | UIE | 78462F103 |  | 8400938 | 12918 | SH |  | SOLE | 0 | 0 | 0 | 12918 |
| STATE STREET TECHNOLOGY | UIE | 81369Y803 |  | 1533676 | 11540 | SH |  | SOLE | 0 | 0 | 0 | 11540 |
| STATE STREET US SECTOR | UIE | 78470P408 |  | 292395 | 5064 | SH |  | SOLE | 0 | 0 | 0 | 5064 |
| STATE STREET UTILITIES | UIE | 81369Y886 |  | 268001 | 5840 | SH |  | SOLE | 0 | 0 | 0 | 5840 |
| TENET HEALTHCARE CORP | COM | 88033G407 |  | 283065 | 1500 | SH |  | SOLE | 0 | 0 | 0 | 1500 |
| TERADYNE INC | COM | 880770102 |  | 222049 | 749 | SH |  | SOLE | 0 | 0 | 0 | 749 |
| TESLA INC | COM | 88160R101 |  | 2518235 | 6774 | SH |  | SOLE | 0 | 0 | 0 | 6774 |
| VANGUARD FTSE ALL-WORLD | UIE | 922042775 |  | 300400 | 4000 | SH |  | SOLE | 0 | 0 | 0 | 4000 |
| VANGUARD HIGH DIVIDEND | UIE | 921946406 |  | 336039 | 2269 | SH |  | SOLE | 0 | 0 | 0 | 2269 |
| VANGUARD INFORMATION | UIE | 92204A702 |  | 308392 | 442 | SH |  | SOLE | 0 | 0 | 0 | 442 |
| VANGUARD S 500 ETF | UIE | 922908363 |  | 405565 | 679 | SH |  | SOLE | 0 | 0 | 0 | 679 |
| VANGUARD TOTAL BOND | UIE | 921937835 |  | 256341 | 3481 | SH |  | SOLE | 0 | 0 | 0 | 3481 |
| VERTIV HLDGS CO | COM | 92537N108 |  | 393661 | 1571 | SH |  | SOLE | 0 | 0 | 0 | 1571 |
| WALMART INC | COM | 931142103 |  | 3040583 | 24466 | SH |  | SOLE | 0 | 0 | 0 | 24466 |

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