CIK 1694883
Patriot Financial Group Insurance Agency, LLC
Institutional 13F holdings & portfolio
Holdings
501
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 501
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MSFT | MICROSOFT CORP | 45K | $1M+ | SH |
| AAPL | APPLE INC | 77K | $1M+ | SH |
| IVV | ISHARES TR | 31K | $1M+ | SH |
| NVDA | NVIDIA CORPORATION | 97K | $1M+ | SH |
| GOOG | ALPHABET INC | 46K | $1M+ | SH |
| VOO | VANGUARD INDEX FDS | 22K | $1M+ | SH |
| AMZN | AMAZON COM INC | 53K | $1M+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 24K | $1M+ | SH |
| DYNF | BLACKROCK ETF TRUST | 199K | $1M+ | SH |
| JPM | JPMORGAN CHASE & CO. | 29K | $1M+ | SH |
| JEPI | J P MORGAN EXCHANGE TRADED F | 158K | $1M+ | SH |
| META | META PLATFORMS INC | 14K | $1M+ | SH |
| BALI | BLACKROCK ETF TRUST | 257K | $1M+ | SH |
| SCHG | SCHWAB STRATEGIC TR | 245K | $1M+ | SH |
| SPYM | SPDR SERIES TRUST | 99K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 23K | $1M+ | SH |
| VIG | VANGUARD SPECIALIZED FUNDS | 34K | $1M+ | SH |
| SPYG | SPDR SERIES TRUST | 67K | $1M+ | SH |
| IVW | ISHARES TR | 57K | $1M+ | SH |
| ACWV | ISHARES INC | 59K | $1M+ | SH |
| VUG | VANGUARD INDEX FDS | 14K | $1M+ | SH |
| VO | VANGUARD INDEX FDS | 24K | $1M+ | SH |
| WFC | WELLS FARGO CO NEW | 73K | $1M+ | SH |
| AVGO | BROADCOM INC | 19K | $1M+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 38K | $1M+ | SH |
| IAU | ISHARES GOLD TR | 80K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC | 40K | $1M+ | SH |
| IGOV | ISHARES TR | 153K | $1M+ | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 104K | $1M+ | SH |
| DFAI | DIMENSIONAL ETF TRUST | 157K | $1M+ | SH |
| PVAL | PUTNAM ETF TRUST | 130K | $1M+ | SH |
| TSLA | TESLA INC | 13K | $1M+ | SH |
| WMT | WALMART INC | 50K | $1M+ | SH |
| NFLX | NETFLIX INC | 59K | $1M+ | SH |
| IVE | ISHARES TR | 26K | $1M+ | SH |
| QUAL | ISHARES TR | 27K | $1M+ | SH |
| IEMG | ISHARES INC | 78K | $1M+ | SH |
| ORCL | ORACLE CORP | 26K | $1M+ | SH |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | 78K | $1M+ | SH |
| BKNG | BOOKING HOLDINGS INC | 939 | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 6K | $1M+ | SH |
| FDVV | FIDELITY COVINGTON TRUST | 87K | $1M+ | SH |
| IXUS | ISHARES TR | 57K | $1M+ | SH |
| AGG | ISHARES TR | 48K | $1M+ | SH |
| GVI | ISHARES TR | 43K | $1M+ | SH |
| JGRO | J P MORGAN EXCHANGE TRADED F | 49K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 38K | $1M+ | SH |
| LRCX | LAM RESEARCH CORP | 26K | $1M+ | SH |
| SPDW | SPDR INDEX SHS FDS | 98K | $1M+ | SH |
| GE | GE AEROSPACE | 14K | $1M+ | SH |