# EDGAR Filing Document

**Accession Number:** 0002110677
**File Stem:** 0002110677-26-000001
**Filing Date:** 2026-2
**Character Count:** 11281
**Document Hash:** b15745bd2dc9f679224d5778631acb6b
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0002110677-26-000001.hdr.sgml**: 20260212

**ACCESSION NUMBER**: 0002110677-26-000001

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260212

**DATE AS OF CHANGE**: 20260212

**EFFECTIVENESS DATE**: 20260212

**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:** 26623578

**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:** 12-31-2025

**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  02-12-2026<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:** 79

**Form 13F Information Table Value Total:** $110758347

      (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 |
| ABBOTT LABS | COM | 002824100 |  | 303097 | 2419 | SH |  | SOLE | 0 | 0 | 0 | 2419 |
| ADVANCED MICRO DEVIC | COM | 007903107 |  | 249711 | 1166 | SH |  | SOLE | 0 | 0 | 0 | 1166 |
| AMAZON.COM INC | COM | 023135106 |  | 4082283 | 17686 | SH |  | SOLE | 0 | 0 | 0 | 17686 |
| APPLE INC | COM | 037833100 |  | 8146086 | 29964 | SH |  | SOLE | 0 | 0 | 0 | 29964 |
| BERKSHIRE HATHAWAY | COM | 084670702 |  | 305109 | 607 | SH |  | SOLE | 0 | 0 | 0 | 607 |
| CATERPILLAR INC | COM | 149123101 |  | 274405 | 479 | SH |  | SOLE | 0 | 0 | 0 | 479 |
| GOLDMAN SACHS HEDGE | UIE | 381430545 |  | 312278 | 2016 | SH |  | SOLE | 0 | 0 | 0 | 2016 |
| IBM CORP | COM | 459200101 |  | 328793 | 1110 | SH |  | SOLE | 0 | 0 | 0 | 1110 |
| ISHARES GOLD ETF | UIE | 464285204 |  | 237666 | 2928 | SH |  | SOLE | 0 | 0 | 0 | 2928 |
| ISHARES JP MRGN EM HIGH | UIE | 464286285 |  | 627754 | 15550 | SH |  | SOLE | 0 | 0 | 0 | 15550 |
| ISHARES TOTAL US STOCK | UIE | 464287150 |  | 348827 | 2346 | SH |  | SOLE | 0 | 0 | 0 | 2346 |
| ISHARES CORE S 500 | UIE | 464287200 |  | 741790 | 1083 | SH |  | SOLE | 0 | 0 | 0 | 1083 |
| ISHARES 1-3 YEAR TREASRY | UIE | 464287457 |  | 1343837 | 16226 | SH |  | SOLE | 0 | 0 | 0 | 16226 |
| ISHARES RUSSELL 1000 | UIE | 464287614 |  | 1435552 | 3033 | SH |  | SOLE | 0 | 0 | 0 | 3033 |
| ISHARES RUSSELL 2000 | UIE | 464287655 |  | 1687502 | 6855 | SH |  | SOLE | 0 | 0 | 0 | 6855 |
| ISHARES US FINANCIALS | UIE | 464287788 |  | 257860 | 2000 | SH |  | SOLE | 0 | 0 | 0 | 2000 |
| ISHARES 3-7 YEAR TRERY | UIE | 464288661 |  | 299688 | 2511 | SH |  | SOLE | 0 | 0 | 0 | 2511 |
| ELI LILLY AND CO | COM | 532457108 |  | 529817 | 493 | SH |  | SOLE | 0 | 0 | 0 | 493 |
| MCDONALDS CORP | COM | 580135101 |  | 230751 | 755 | SH |  | SOLE | 0 | 0 | 0 | 755 |
| MICROSOFT CORP | COM | 594918104 |  | 5896977 | 12193 | SH |  | SOLE | 0 | 0 | 0 | 12193 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 240197 | 1304 | SH |  | SOLE | 0 | 0 | 0 | 1304 |
| SCHWAB INTERNATIONAL | UIE | 808524805 |  | 242612 | 10092 | SH |  | SOLE | 0 | 0 | 0 | 10092 |
| FUNDSTRAT GRANNY SHT US | UIE | 886364231 |  | 2094102 | 84576 | SH |  | SOLE | 0 | 0 | 0 | 84576 |
| VANGUARD FTSE ALL WORLD | UIE | 922042775 |  | 294240 | 4000 | SH |  | SOLE | 0 | 0 | 0 | 4000 |
| VANGUARD S 500 ETF | UIE | 922908363 |  | 412918 | 658 | SH |  | SOLE | 0 | 0 | 0 | 658 |
| WALMART INC | COM | 931142103 |  | 2795501 | 25092 | SH |  | SOLE | 0 | 0 | 0 | 25092 |
| INVSC QQQ TRUST SRS 1 | UIE | 46090E103 |  | 7565068 | 12315 | SH |  | SOLE | 0 | 0 | 0 | 12315 |
| Invesco QQQ Trust Series 1 | ETF | 46090E103 |  | 7565068 | 12315 | SH |  | SOLE | 0 | 0 | 0 | 12315 |
| ALPHABET INC | COM | 02079K107 |  | 743392 | 2369 | SH |  | SOLE | 0 | 0 | 0 | 2369 |
| ALPHABET INC | COM | 02079K305 |  | 3413415 | 10905 | SH |  | SOLE | 0 | 0 | 0 | 10905 |
| BLACKROCK INC NEW | COM | 09290D101 |  | 294344 | 275 | SH |  | SOLE | 0 | 0 | 0 | 275 |
| BROADCOM INC | COM | 11135F101 |  | 574919 | 1661 | SH |  | SOLE | 0 | 0 | 0 | 1661 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 2184307 | 2533 | SH |  | SOLE | 0 | 0 | 0 | 2533 |
| DUKE ENERGY CORP NEW | COM | 26441C204 |  | 202422 | 1727 | SH |  | SOLE | 0 | 0 | 0 | 1727 |
| ENERGY TRANSFER L P   LP | MLP | 29273V100 |  | 217668 | 13200 | SH |  | SOLE | 0 | 0 | 0 | 13200 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 979979 | 8143 | SH |  | SOLE | 0 | 0 | 0 | 8143 |
| META PLATFORMS INC | COM | 30303M102 |  | 1942309 | 2942 | SH |  | SOLE | 0 | 0 | 0 | 2942 |
| FIRST TRUST MANAGED | UIE | 33739N108 |  | 385249 | 7534 | SH |  | SOLE | 0 | 0 | 0 | 7534 |
| GE VERNOVA INC | COM | 36828A101 |  | 241821 | 370 | SH |  | SOLE | 0 | 0 | 0 | 370 |
| GOLDMAN SACHS S P 500 | UIE | 38149W622 |  | 204050 | 3865 | SH |  | SOLE | 0 | 0 | 0 | 3865 |
| INTUITIVE SURGICAL INC | COM | 46120E602 |  | 452522 | 799 | SH |  | SOLE | 0 | 0 | 0 | 799 |
| INVSC S P 500 EQUAL | UIE | 46137V357 |  | 313819 | 1638 | SH |  | SOLE | 0 | 0 | 0 | 1638 |
| ISHARES SILVER TRUST | UIE | 46428Q109 |  | 395474 | 6139 | SH |  | SOLE | 0 | 0 | 0 | 6139 |
| ISHARES MSCI USA QLTY | UIE | 46432F339 |  | 1370478 | 6900 | SH |  | SOLE | 0 | 0 | 0 | 6900 |
| ISHS MSCI INTL QUALITY | UIE | 46434V456 |  | 458409 | 10086 | SH |  | SOLE | 0 | 0 | 0 | 10086 |
| ISHARES BITCOIN ETF | UIE | 46438F101 |  | 417805 | 8415 | SH |  | SOLE | 0 | 0 | 0 | 8415 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 3661457 | 11363 | SH |  | SOLE | 0 | 0 | 0 | 11363 |
| JPMORGAN EQUITY PREMIUM | UIE | 46641Q332 |  | 2058598 | 35964 | SH |  | SOLE | 0 | 0 | 0 | 35964 |
| J P MORGAN NASDAQ EQT | UIE | 46654Q203 |  | 1071791 | 18441 | SH |  | SOLE | 0 | 0 | 0 | 18441 |
| MCKESSON CORP | COM | 58155Q103 |  | 245250 | 299 | SH |  | SOLE | 0 | 0 | 0 | 299 |
| MERCK  CO. INC. | COM | 58933Y105 |  | 378515 | 3596 | SH |  | SOLE | 0 | 0 | 0 | 3596 |
| NUBURU INC EQUITY | COM | 67021W301 |  | 16012 | 100580 | SH |  | SOLE | 0 | 0 | 0 | 100580 |
| NVIDIA CORP | COM | 67066G104 |  | 12193633 | 65381 | SH |  | SOLE | 0 | 0 | 0 | 65381 |
| ORACLE CORP | COM | 68389X105 |  | 376761 | 1933 | SH |  | SOLE | 0 | 0 | 0 | 1933 |
| PALANTIR TECHNOLOGIES IN | COM | 69608A108 |  | 739618 | 4161 | SH |  | SOLE | 0 | 0 | 0 | 4161 |
| PIMCO INVEST GRADE CORP | UIE | 72201R817 |  | 212139 | 2168 | SH |  | SOLE | 0 | 0 | 0 | 2168 |
| US TREASURY 3 MONTH BILL | UIE | 74933W452 |  | 1898688 | 38065 | SH |  | SOLE | 0 | 0 | 0 | 38065 |
| SPDR S 500 ETF | UIE | 78462F103 |  | 7203516 | 10564 | SH |  | SOLE | 0 | 0 | 0 | 10564 |
| SPDR GOLD SHARES ETF | UIE | 78463V107 |  | 681257 | 1719 | SH |  | SOLE | 0 | 0 | 0 | 1719 |
| ST STRT SPDR PRTL S | UIE | 78464A409 |  | 609538 | 5713 | SH |  | SOLE | 0 | 0 | 0 | 5713 |
| ST STRT SPDR PRTFL S | UIE | 78464A508 |  | 412909 | 7268 | SH |  | SOLE | 0 | 0 | 0 | 7268 |
| STATE SRT SPDR S | UIE | 78464A862 |  | 456206 | 1419 | SH |  | SOLE | 0 | 0 | 0 | 1419 |
| SPDR DOW JONES | UIE | 78467X109 |  | 3359363 | 6990 | SH |  | SOLE | 0 | 0 | 0 | 6990 |
| SPDR S MIDCAP 400 ETF | UIE | 78467Y107 |  | 276302 | 458 | SH |  | SOLE | 0 | 0 | 0 | 458 |
| ST STERT SPDR BLMBG 1 3 | UIE | 78468R663 |  | 256504 | 2807 | SH |  | SOLE | 0 | 0 | 0 | 2807 |
| ST SRT US SECTOR | UIE | 78470P408 |  | 258711 | 4152 | SH |  | SOLE | 0 | 0 | 0 | 4152 |
| STATE STRT HLTH CRE SLT | UIE | 81369Y209 |  | 223067 | 1441 | SH |  | SOLE | 0 | 0 | 0 | 1441 |
| STATE STRET ENRGY SLECT | UIE | 81369Y506 |  | 376771 | 8427 | SH |  | SOLE | 0 | 0 | 0 | 8427 |
| STE STRT FINCL SLCT | UIE | 81369Y605 |  | 1788720 | 32659 | SH |  | SOLE | 0 | 0 | 0 | 32659 |
| STATE STRT INDSTL SLCT | UIE | 81369Y704 |  | 1283016 | 8271 | SH |  | SOLE | 0 | 0 | 0 | 8271 |
| STATE STRET TEC SELECT | UIE | 81369Y803 |  | 1698671 | 11799 | SH |  | SOLE | 0 | 0 | 0 | 11799 |
| STATE STRT UTLTES SLET | UIE | 81369Y886 |  | 227479 | 5329 | SH |  | SOLE | 0 | 0 | 0 | 5329 |
| SHOPIFY INC            F | FGC | 82509L107 |  | 643880 | 4000 | SH |  | SOLE | 0 | 0 | 0 | 4000 |
| TENET HEALTHCARE CORP | COM | 88033G407 |  | 298080 | 1500 | SH |  | SOLE | 0 | 0 | 0 | 1500 |
| TESLA INC | COM | 88160R101 |  | 2964105 | 6591 | SH |  | SOLE | 0 | 0 | 0 | 6591 |
| UBER TECHNOLOGIES INC | COM | 90353T100 |  | 382648 | 4683 | SH |  | SOLE | 0 | 0 | 0 | 4683 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 |  | 262768 | 796 | SH |  | SOLE | 0 | 0 | 0 | 796 |
| VANGUARD INFORMATION | UIE | 92204A702 |  | 345985 | 459 | SH |  | SOLE | 0 | 0 | 0 | 459 |
| VERTIV HLDGS CO | COM | 92537N108 |  | 254518 | 1571 | SH |  | SOLE | 0 | 0 | 0 | 1571 |

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