Patriot Financial Group Insurance Agency, LLC

Est. AUM

$1.77B

13F long equity, this entity only

Positions

701

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	APPLE INC	COM	$44.0M	173178	2.48%	SOLE
2	ISHARES TR	CORE S&P500 ETF	$40.1M	61386	2.26%	SOLE
3	NVIDIA CORPORATION	COM	$38.9M	223334	2.20%	SOLE
4	MICROSOFT CORP	COM	$36.6M	98960	2.06%	SOLE
5	ALPHABET INC	CAP STK CL C	$32.0M	111516	1.80%	SOLE
6	VANGUARD INDEX FDS	S&P 500 ETF SHS	$28.3M	47374	1.60%	SOLE
7	BLACKROCK ETF TRUST	ISHARES US EQUIT	$26.2M	450242	1.48%	SOLE
8	AMAZON COM INC	COM	$24.6M	118020	1.39%	SOLE
9	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$24.5M	51128	1.38%	SOLE
10	JPMORGAN CHASE & CO	COM	$19.4M	65780	1.09%	SOLE
11	BLACKROCK ETF TRUST	ISHARES US LARG	$18.9M	612696	1.06%	SOLE
12	META PLATFORMS INC	CL A	$18.4M	32212	1.04%	SOLE
13	J P MORGAN EXCHANGE TRADED F	EQUITY PREMIUM	$17.8M	314120	1.00%	SOLE
14	VANGUARD INDEX FDS	TOTAL STK MKT	$17.7M	55318	1.00%	SOLE
15	SPDR SERIES TRUST	STATE STREET SPD	$17.5M	228042	0.98%	SOLE
16	ISHARES INC	MSCI GBL MIN VOL	$14.3M	119288	0.80%	SOLE
17	COSTCO WHOLESALE CORPORATION	COM	$13.8M	13858	0.78%	SOLE
18	PHILIP MORRIS INTL INC	COM	$13.7M	83104	0.77%	SOLE
19	VANGUARD INDEX FDS	MID CAP ETF	$13.6M	47362	0.77%	SOLE
20	ISHARES GOLD TR	ISHARES NEW	$13.6M	154264	0.77%	SOLE
21	SCHWAB STRATEGIC TR	US LCAP GR ETF	$13.6M	465888	0.76%	SOLE
22	ISHARES TR	S&P 500 GRWT ETF	$13.4M	118906	0.76%	SOLE
23	SPDR SERIES TRUST	STATE STREET SPD	$13.2M	135264	0.75%	SOLE
24	EXXON MOBIL CORP	COM	$13.2M	78012	0.75%	SOLE
25	ISHARES TR	INTL TREA BD ETF	$13.1M	319386	0.74%	SOLE
26	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$13.0M	60396	0.73%	SOLE
27	WELLS FARGO & CO	COM	$12.9M	161746	0.73%	SOLE
28	VANGUARD INDEX FDS	GROWTH ETF	$12.4M	28366	0.70%	SOLE
29	DIMENSIONAL ETF TRUST	INTL CORE EQT MK	$12.2M	313312	0.69%	SOLE
30	VISA INC	COM CL A	$12.2M	40298	0.69%	SOLE
31	J P MORGAN EXCHANGE TRADED F	NASDAQ EQT PREM	$11.5M	206914	0.65%	SOLE
32	PALANTIR TECHNOLOGIES INC	CL A	$11.4M	77968	0.64%	SOLE
33	PUTNAM ETF TRUST	FOCUSED LAR CAP	$11.3M	243866	0.64%	SOLE
34	NETFLIX INC.	COM	$11.1M	115354	0.63%	SOLE
35	BROADCOM INC	COM	$10.8M	35024	0.61%	SOLE
36	ISHARES TR	S&P 500 VAL ETF	$10.6M	50216	0.60%	SOLE
37	ISHARES TR	MSCI USA QLT FCT	$10.5M	54982	0.59%	SOLE
38	RTX CORPORATION	COM	$10.3M	53620	0.58%	SOLE
39	ISHARES TR	CORE MSCI TOTAL	$10.3M	119138	0.58%	SOLE
40	TESLA INC	COM	$10.2M	27310	0.57%	SOLE
41	ISHARES TR	CORE US AGGBD ET	$10.1M	101350	0.57%	SOLE
42	LAM RESEARCH CORP	COM NEW	$9.7M	45614	0.55%	SOLE
43	FIDELITY COVINGTON TRUST	HIGH DIVID ETF	$9.7M	174898	0.54%	SOLE
44	JOHN HANCOCK EXCHANGE TRADED	MULTIFACTOR MI	$9.6M	143298	0.54%	SOLE
45	ISHARES TR	INTRM GOV CR ETF	$9.2M	86180	0.52%	SOLE
46	WALMART INC	COM	$8.9M	71930	0.50%	SOLE
47	SPDR INDEX SHS FDS	STATE STREET SPD	$8.6M	189198	0.49%	SOLE
48	BOOKING HOLDINGS INC	COM	$8.5M	2014	0.48%	SOLE
49	SCHWAB CHARLES CORP	COM	$8.4M	89498	0.47%	SOLE
50	FIRST TR EXCHANGE-TRADED FD	FT VEST RIS	$8.4M	327228	0.47%	SOLE

1–50 of 701

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.