PATRIOT INVESTMENT MANAGEMENT GROUP, INC.
Q3 2026 13F filing
Updated 21 days ago236 disclosed positions worth $1.7B
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | V VANGUARD INDEX FDS | $549.5M | 1.47M | 31.78% | Added(+0.1%) |
| 2 | V VANGUARD BD INDEX FDS | $135.4M | 1.93M | 7.83% | Trimmed(-0.8%) |
| 3 | V VANGUARD TAX-MANAGED FDS | $98.6M | 1.40M | 5.70% | Added(+0.1%) |
| 4 | V VANGUARD SCOTTSDALE FDS | $68.1M | 869.8K | 3.94% | Added(+2.0%) |
| 5 | V VANGUARD INTL EQUITY INDEX F | $66M | 795.6K | 3.82% | Added(+0.8%) |
| 6 | V VANGUARD INTL EQUITY INDEX F | $56.1M | 945.3K | 3.24% | Added(+1.1%) |
| 7 | A SPDR SERIES TRUST | $44.3M | 838.8K | 2.56% | Added(+0.6%) |
| 8 | V VANGUARD SCOTTSDALE FDS | $41M | 530.5K | 2.37% | Added(+1.7%) |
| 9 | S SCHWAB STRATEGIC TR | $29.2M | 997.3K | 1.69% | Trimmed(-0.7%) |
| 10 | V VANGUARD INDEX FDS | $28.1M | 98.8K | 1.63% | Added(+0.1%) |
| 11 | E ISHARES TR | $24.9M | 263.9K | 1.44% | Added(+31.5%) |
| 12 | V VANGUARD INDEX FDS | $23.4M | 261.1K | 1.35% | Added(+1.7%) |
| 13 | V VANGUARD SCOTTSDALE FDS | $20.2M | 350.6K | 1.17% | Added(+11.8%) |
| 14 | E ISHARES TR | $19.1M | 24.9K | 1.10% | Trimmed(-1.0%) |
| 15 | S STATE STR SPDR S&P 500 ETF T | $16.1M | 21.2K | 0.93% | Unchanged |
| 16 | V VANGUARD INDEX FDS | $16.1M | 204.8K | 0.93% | Trimmed(-1.2%) |
| 17 | V VANGUARD WHITEHALL FDS | $15.7M | 100.9K | 0.91% | Trimmed(-0.8%) |
| 18 | V VANGUARD WORLD FD | $15.2M | 88.9K | 0.88% | Trimmed(-1.7%) |
| 19 | V VANGUARD WORLD FD | $14.8M | 67.8K | 0.86% | Added(+0.3%) |
| 20 | V VANGUARD CHARLOTTE FDS | $14.6M | 311.3K | 0.84% | Added(+4.7%) |
| 21 | A APPLE INC | $13.8M | 41.4K | 0.80% | Trimmed(-2.0%) |
| 22 | B VANGUARD SPECIALIZED FUNDS | $13.3M | 57.0K | 0.77% | Trimmed(-0.4%) |
| 23 | S SCHWAB STRATEGIC TR | $13.2M | 481.6K | 0.77% | Trimmed(-1.4%) |
| 24 | E ISHARES INC | $13.1M | 161.5K | 0.76% | Added(+0.9%) |
| 25 | V VANGUARD INDEX FDS | $12.3M | 35.0K | 0.71% | Trimmed(-1.0%) |
| 26 | T TESLA INC | $11.6M | 32.7K | 0.67% | Added(+694.9%) |
| 27 | E ISHARES TR | $11M | 214.2K | 0.63% | Added(+14.4%) |
| 28 | E ISHARES TR | $9.8M | 101.4K | 0.57% | Trimmed(-0.3%) |
| 29 | S SCHWAB STRATEGIC TR | $9.4M | 288.6K | 0.54% | Added(+0.8%) |
| 30 | S SCHWAB STRATEGIC TR | $9.4M | 275.8K | 0.54% | Trimmed(-1.7%) |
| 31 | E ISHARES TR | $9.4M | 92.8K | 0.54% | Added(+6.8%) |
| 32 | E ISHARES TR | $9.2M | 55.3K | 0.53% | Added(+2.2%) |
| 33 | S SCHWAB STRATEGIC TR | $8.9M | 296.8K | 0.51% | Trimmed(-1.4%) |
| 34 | E ISHARES TR | $7.8M | 87.0K | 0.45% | Added(+2.1%) |
| 35 | S SCHWAB STRATEGIC TR | $7.6M | 233.8K | 0.44% | Trimmed(-0.1%) |
| 36 | V VANGUARD BD INDEX FDS | $7.4M | 97.5K | 0.43% | Added(+25.5%) |
| 37 | Q INVESCO QQQ TR | $6.8M | 9.2K | 0.39% | Trimmed(-0.0%) |
| 38 | E ISHARES TR | $6.7M | 133.6K | 0.39% | Added(+14.5%) |
| 39 | B ISHARES TR | $6.7M | 82.7K | 0.39% | Trimmed(-2.1%) |
| 40 | E ISHARES TR | $6.6M | 46.6K | 0.38% | Trimmed(-6.3%) |
| 41 | V VANGUARD ADMIRAL FDS INC | $6.3M | 50.1K | 0.37% | Trimmed(-1.6%) |
| 42 | V VANGUARD MUN BD FDS | $6.2M | 130.2K | 0.36% | Added(+10.4%) |
| 43 | N NVIDIA CORPORATION | $6.1M | 26.7K | 0.35% | Trimmed(-2.5%) |
| 44 | S SCHWAB STRATEGIC TR | $5.7M | 155.5K | 0.33% | Trimmed(-2.2%) |
| 45 | V VANGUARD WORLD FD | $5.6M | 45.0K | 0.33% | Trimmed(-4.4%) |
| 46 | V VANGUARD INDEX FDS | $5M | 7.2K | 0.29% | Added(+1.1%) |
| 47 | M MICROSOFT CORP | $4.5M | 8.8K | 0.26% | Trimmed(-2.7%) |
| 48 | B BERKSHIRE HATHAWAY INC DEL | $4.5M | 6 | 0.26% | Unchanged |
| 49 | S SPDR INDEX SHS FDS | $4.2M | 84.5K | 0.25% | Unchanged |
| 50 | I ISHARES GOLD TR | $4.1M | 52.3K | 0.24% | Added(+33.4%) |