Institutions / Patriot Financial Group Insurance Agency, LLC
Patriot Financial Group Insurance Agency, LLC
CIK 1694883 · Institution · as of Dec 31, 2025
Portfolio value
$838.79M
Positions
501
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 501 →
| Company | Value | % of portfolio |
|---|---|---|
| Microsoft Corp | $21.65M | 2.6% |
| Apple Inc. | $21.05M | 2.5% |
| iShares Tr | $20.96M | 2.5% |
| NVIDIA Corp | $18.05M | 2.2% |
| Alphabet Inc. | $14.54M | 1.7% |
| Vanguard Index Fds | $14.04M | 1.7% |
| Amazon.com Inc | $12.34M | 1.5% |
| Warren E. Buffett | $12.24M | 1.5% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $12.11M | 1.4% |
| JPMorgan Chase & Co | $9.23M | 1.1% |
| J P Morgan Exchange Traded F | $9.02M | 1.1% |
| Meta Platforms Inc | $8.96M | 1.1% |
| BlackRock ETF Trust | $8.16M | 1.0% |
| Schwab Strategic Tr | $7.98M | 1.0% |
| SPDR Series Trust | $7.92M | 0.9% |
| Vanguard Index Fds | $7.71M | 0.9% |
| Vanguard Specialized Funds | $7.48M | 0.9% |
| SPDR Series Trust | $7.11M | 0.8% |
| iShares Tr | $7.06M | 0.8% |
| iShares Inc | $6.97M | 0.8% |
| Vanguard Index Fds | $6.89M | 0.8% |
| Vanguard Index Fds | $6.86M | 0.8% |
| Wells Fargo & COMPANY/MN | $6.82M | 0.8% |
| Broadcom Inc. | $6.74M | 0.8% |
| Palantir Technologies Inc | $6.69M | 0.8% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.