Patriot Financial Group Insurance Agency, LLC
Q3 2026 13F filing
Updated 5 days ago499 disclosed positions worth $1B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ISHARES TR | $29M | 37.9K | 2.78% | — |
| 2 | A APPLE INC | $27.3M | 82.0K | 2.61% | — |
| 3 | M MICROSOFT CORP | $27.3M | 53.2K | 2.61% | — |
| 4 | N NVIDIA CORPORATION | $25.1M | 109.9K | 2.40% | — |
| 5 | V VANGUARD INDEX FDS | $22.8M | 32.5K | 2.18% | — |
| 6 | G ALPHABET INC | $19.1M | 56.2K | 1.83% | — |
| 7 | E BLACKROCK ETF TRUST | $17.2M | 249.0K | 1.65% | — |
| 8 | A AMAZON COM INC | $16.3M | 65.3K | 1.56% | — |
| 9 | B BERKSHIRE HATHAWAY INC DEL | $14.3M | 28.8K | 1.37% | — |
| 10 | S SPDR SERIES TRUST | $13.8M | 154.3K | 1.32% | — |
| 11 | A ADVANCED MICRO DEVICES INC | $13M | 21.3K | 1.24% | — |
| 12 | M META PLATFORMS INC | $12.5M | 17.2K | 1.20% | — |
| 13 | V VANGUARD INDEX FDS | $11.8M | 31.6K | 1.13% | — |
| 14 | B BLACKROCK ETF TRUST | $11.6M | 337.0K | 1.11% | — |
| 15 | J JPMORGAN CHASE & CO | $10.9M | 32.8K | 1.04% | — |
| 16 | M MICRON TECHNOLOGY INC | $10.2M | 9.5K | 0.97% | — |
| 17 | J J P MORGAN EXCHANGE TRADED F | $10M | 163.3K | 0.96% | — |
| 18 | S SCHWAB STRATEGIC TR | $9M | 251.8K | 0.87% | — |
| 19 | J J P MORGAN EXCHANGE TRADED F | $8.9M | 159.1K | 0.86% | — |
| 20 | P PALANTIR TECHNOLOGIES INC | $8.4M | 45.0K | 0.81% | — |
| 21 | P PHILIP MORRIS INTL INC | $8.3M | 43.4K | 0.79% | — |
| 22 | A APPLIED MATLS INC | $8M | 15.7K | 0.77% | — |
| 23 | S SPDR SERIES TRUST | $8M | 65.1K | 0.77% | — |
| 24 | E BLACKROCK ETF TRUST | $7.7M | 164.2K | 0.74% | — |
| 25 | E ISHARES INC | $7.7M | 62.4K | 0.73% | — |
| 26 | B VANGUARD SPECIALIZED FUNDS | $7.5M | 32.3K | 0.72% | — |
| 27 | X EXXONMOBIL HOLDINGS CORP | $7.5M | 46.2K | 0.72% | — |
| 28 | E ISHARES TR | $7.4M | 167.1K | 0.70% | — |
| 29 | E ISHARES TR | $7.1M | 50.1K | 0.68% | — |
| 30 | V VANGUARD INDEX FDS | $7.1M | 78.3K | 0.68% | — |
| 31 | V VANGUARD INDEX FDS | $7M | 89.0K | 0.67% | — |
| 32 | P PUTNAM ETF TRUST | $6.9M | 131.5K | 0.66% | — |
| 33 | C DIMENSIONAL ETF TRUST | $6.9M | 165.6K | 0.66% | — |
| 34 | V VISA INC | $6.8M | 19.0K | 0.65% | — |
| 35 | ? N/A ISHARES TR | $6.7M | 167.6K | 0.64% | — |
| 36 | A BROADCOM INC | $6.6M | 18.8K | 0.63% | — |
| 37 | L LAM RESEARCH CORP | $6.5M | 19.7K | 0.62% | — |
| 38 | V VICTORY PORTFOLIOS II | $6.4M | 125.3K | 0.61% | — |
| 39 | W WELLS FARGO & CO | $6.2M | 77.2K | 0.59% | — |
| 40 | H JOHN HANCOCK EXCHANGE TRADED | $5.9M | 82.9K | 0.57% | — |
| 41 | J JOHNSON & JOHNSON | $5.9M | 22.3K | 0.56% | — |
| 42 | F FIRST TR EXCHANGE-TRADED FD | $5.8M | 208.7K | 0.56% | — |
| 43 | E ISHARES TR | $5.8M | 60.8K | 0.55% | — |
| 44 | B BOOKING HOLDINGS INC | $5.7M | 35.2K | 0.55% | — |
| 45 | I ISHARES GOLD TR | $5.7M | 73.1K | 0.55% | — |
| 46 | E BLACKROCK ETF TRUST | $5.6M | 153.6K | 0.53% | — |
| 47 | B BECTON DICKINSON & CO | $5.6M | 31.2K | 0.53% | — |
| 48 | T TESLA INC | $5.6M | 15.6K | 0.53% | — |
| 49 | F FIDELITY COVINGTON TRUST | $5.5M | 90.2K | 0.52% | — |
| 50 | E ISHARES TR | $5.4M | 23.8K | 0.52% | — |