PATRIOT INVESTMENT MANAGEMENT GROUP, INC.

Est. AUM

$1.57B

13F long equity, this entity only

Positions

235

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD INDEX FDS	TOTAL STK MKT	$470.5M	1466525	30.05%	SOLE
2	VANGUARD BD INDEX FDS	TOTAL BND MRKT	$139.1M	1889555	8.89%	SOLE
3	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$88.4M	1380121	5.65%	SOLE
4	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$69.3M	837667	4.43%	SOLE
5	VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$59.5M	791802	3.80%	SOLE
6	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$50.0M	924655	3.19%	SOLE
7	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$40.2M	507562	2.57%	SOLE
8	SPDR SERIES TRUST	STATE STREET SPD	$39.1M	809845	2.50%	SOLE
9	VANGUARD INDEX FDS	SMALL CP ETF	$26.0M	99375	1.66%	SOLE
10	SCHWAB STRATEGIC TR	US BRD MKT ETF	$25.7M	1022101	1.64%	SOLE
11	VANGUARD INDEX FDS	REAL ESTATE ETF	$22.1M	248732	1.41%	SOLE
12	ISHARES TR	CORE US AGGBD ET	$19.8M	199731	1.27%	SOLE
13	VANGUARD WORLD FD	UTILITIES ETF	$18.0M	91058	1.15%	SOLE
14	VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$16.6M	282707	1.06%	SOLE
15	ISHARES TR	CORE S&P500 ETF	$16.5M	25226	1.05%	SOLE
16	VANGUARD WORLD FD	CONSUM STP ETF	$15.5M	69015	0.99%	SOLE
17	VANGUARD WHITEHALL FDS	HIGH DIV YLD	$15.3M	103642	0.98%	SOLE
18	VANGUARD INDEX FDS	MID CAP ETF	$15.2M	52913	0.97%	SOLE
19	VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$13.9M	290060	0.89%	SOLE
20	STATE STR SPDR S&P 500 ETF T	TR UNIT	$13.8M	21251	0.88%	SOLE
21	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$12.5M	57921	0.80%	SOLE
22	SCHWAB STRATEGIC TR	INTL EQTY ETF	$12.1M	490807	0.78%	SOLE
23	ISHARES INC	CORE MSCI EMKT	$11.4M	163502	0.73%	SOLE
24	VANGUARD INDEX FDS	LARGE CAP ETF	$11.0M	36805	0.70%	SOLE
25	ISHARES TR	ISHS 1-5YR INVS	$9.8M	186606	0.63%	SOLE
26	ISHARES TR	NATIONAL MUN ETF	$9.3M	87338	0.59%	SOLE
27	ISHARES TR	CORE MSCI EAFE	$9.2M	101688	0.59%	SOLE
28	APPLE INC	COM	$9.1M	35762	0.58%	SOLE
29	SCHWAB STRATEGIC TR	US SML CAP ETF	$8.7M	298970	0.56%	SOLE
30	SCHWAB STRATEGIC TR	US MID-CAP ETF	$8.7M	280724	0.56%	SOLE
31	ISHARES TR	CORE S&P TTL STK	$8.4M	58988	0.54%	SOLE
32	SCHWAB STRATEGIC TR	US LRG CAP ETF	$7.8M	305184	0.50%	SOLE
33	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$7.4M	242410	0.48%	SOLE
34	ISHARES TR	CORE MSCI INTL	$7.4M	88315	0.47%	SOLE
35	VANGUARD BD INDEX FDS	SHORT TRM BOND	$7.1M	91117	0.46%	SOLE
36	ISHARES TR	1 3 YR TREAS BD	$7.1M	85802	0.45%	SOLE
37	ISHARES TR	ISHS 5-10YR INVT	$6.1M	114540	0.39%	SOLE
38	VANGUARD ADMIRAL FDS INC	SMLLCP 600 IDX	$5.8M	50849	0.37%	SOLE
39	ISHARES TR	S&P 500 GRWT ETF	$5.7M	49984	0.36%	SOLE
40	NVIDIA CORPORATION	COM	$5.6M	32266	0.36%	SOLE
41	VANGUARD MUN BD FDS	TAX EXEMPT BD	$5.6M	112614	0.36%	SOLE
42	INVESCO QQQ TR	UNIT SER 1	$5.6M	9707	0.36%	SOLE
43	SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$5.2M	158737	0.33%	SOLE
44	BERKSHIRE HATHAWAY INC DEL	CL A	$4.3M	6	0.28%	SOLE
45	VANGUARD INDEX FDS	S&P 500 ETF SHS	$4.3M	7171	0.27%	SOLE
46	ISHARES GOLD TR	ISHARES NEW	$4.1M	46769	0.26%	SOLE
47	VANGUARD WORLD FD	INF TECH ETF	$4.1M	5878	0.26%	SOLE
48	SPDR INDEX SHS FDS	STATE STREET SPD	$3.9M	84361	0.25%	SOLE
49	SCHWAB STRATEGIC TR	INTL SCEQT ETF	$3.8M	80336	0.24%	SOLE
50	MICROSOFT CORP	COM	$3.4M	9194	0.22%	SOLE

1–50 of 235

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