Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Patriot Financial Group Insurance Agency, LLC (CIK 1694883) reported $1.77B across 681 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: AAPL ($44.0M, 2.48%), IVV ($40.1M, 2.26%), NVDA ($38.9M, 2.20%), MSFT ($36.6M, 2.06%), GOOG ($32.0M, 1.80%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | $44.0M | 2.48% | 173,178 | Added |
| 2 | IVV | ISHARES TR | $40.1M | 2.26% | 61,386 | Added |
| 3 | NVDA | NVIDIA CORPORATION | $38.9M | 2.20% | 223,334 | Added |
| 4 | MSFT | MICROSOFT CORP | $36.6M | 2.06% | 98,960 | Added |
| 5 | GOOG | ALPHABET INC | $32.0M | 1.80% | 111,516 | Added |
| 6 | VOO | VANGUARD INDEX FDS | $28.3M | 1.60% | 47,374 | Added |
| 7 | DYNF | BLACKROCK ETF TRUST | $26.2M | 1.48% | 450,242 | Added |
| 8 | AMZN | AMAZON COM INC | $24.6M | 1.39% | 118,020 | Added |
| 9 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $24.5M | 1.38% | 51,128 | Added |
| 10 | JPM | JPMORGAN CHASE & CO | $19.4M | 1.09% | 65,780 | Added |
| 11 | BALI | BLACKROCK ETF TRUST | $18.9M | 1.06% | 612,696 | Added |
| 12 | META | META PLATFORMS INC | $18.4M | 1.04% | 32,212 | Added |
| 13 | VTI | VANGUARD INDEX FDS | $17.7M | 1.00% | 55,318 | Added |
| 14 | JEPI | J P MORGAN EXCHANGE TRADED F | $17.8M | 1.00% | 314,120 | Added |
| 15 | SPLG | SPDR SERIES TRUST | $17.5M | 0.98% | 228,042 | Added |
| 16 | ACWV | ISHARES INC | $14.3M | 0.80% | 119,288 | Added |
| 17 | COST | COSTCO WHOLESALE CORPORATION | $13.8M | 0.78% | 13,858 | Added |
| 18 | VO | VANGUARD INDEX FDS | $13.6M | 0.77% | 47,362 | Added |
| 19 | PM | PHILIP MORRIS INTL INC | $13.7M | 0.77% | 83,104 | Added |
| 20 | IAU | ISHARES GOLD TR | $13.6M | 0.77% | 154,264 | Added |
| 21 | SCHG | SCHWAB STRATEGIC TR | $13.6M | 0.76% | 465,888 | Added |
| 22 | IVW | ISHARES TR | $13.4M | 0.76% | 118,906 | Added |
| 23 | SPYG | SPDR SERIES TRUST | $13.2M | 0.75% | 135,264 | Added |
| 24 | XOM | EXXON MOBIL CORP | $13.2M | 0.75% | 78,012 | Added |
| 25 | IGOV | ISHARES TR | $13.1M | 0.74% | 319,386 | Added |
Source: SEC Form 13F filings · as of 2026-03-31