Patriot Financial Group Insurance Agency, LLC

Institutional manager (13F) · CIK 1694883

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $802M

#	Issuer	Value	Shares
1	APPLE INC	$44M	173,178
2	ISHARES TR	$40M	61,386
3	NVIDIA CORPORATION	$39M	223,334
4	MICROSOFT CORP	$37M	98,960
5	ALPHABET INC	$32M	111,516
6	VANGUARD INDEX FDS	$28M	47,374
7	BLACKROCK ETF TRUST	$26M	450,242
8	AMAZON COM INC	$25M	118,020
9	BERKSHIRE HATHAWAY INC DEL	$25M	51,128
10	JPMORGAN CHASE & CO	$19M	65,780
11	BLACKROCK ETF TRUST	$19M	612,696
12	META PLATFORMS INC	$18M	32,212
13	J P MORGAN EXCHANGE TRADED F	$18M	314,120
14	VANGUARD INDEX FDS	$18M	55,318
15	SPDR SERIES TRUST	$17M	228,042
16	ISHARES INC	$14M	119,288
17	COSTCO WHOLESALE CORPORATION	$14M	13,858
18	PHILIP MORRIS INTL INC	$14M	83,104
19	VANGUARD INDEX FDS	$14M	47,362
20	ISHARES GOLD TR	$14M	154,264
21	SCHWAB STRATEGIC TR	$14M	465,888
22	ISHARES TR	$13M	118,906
23	SPDR SERIES TRUST	$13M	135,264
24	EXXON MOBIL CORP	$13M	78,012
25	ISHARES TR	$13M	319,386
26	VANGUARD SPECIALIZED FUNDS	$13M	60,396
27	WELLS FARGO & CO	$13M	161,746
28	VANGUARD INDEX FDS	$12M	28,366
29	DIMENSIONAL ETF TRUST	$12M	313,312
30	VISA INC	$12M	40,298
31	J P MORGAN EXCHANGE TRADED F	$11M	206,914
32	PALANTIR TECHNOLOGIES INC	$11M	77,968
33	PUTNAM ETF TRUST	$11M	243,866
34	NETFLIX INC.	$11M	115,354
35	BROADCOM INC	$11M	35,024
36	ISHARES TR	$11M	50,216
37	ISHARES TR	$11M	54,982
38	RTX CORPORATION	$10M	53,620
39	ISHARES TR	$10M	119,138
40	TESLA INC	$10M	27,310
41	ISHARES TR	$10M	101,350
42	LAM RESEARCH CORP	$10M	45,614
43	FIDELITY COVINGTON TRUST	$10M	174,898
44	JOHN HANCOCK EXCHANGE TRADED	$10M	143,298
45	ISHARES TR	$9M	86,180
46	WALMART INC	$9M	71,930
47	SPDR INDEX SHS FDS	$9M	189,198
48	BOOKING HOLDINGS INC	$8M	2,014
49	SCHWAB CHARLES CORP	$8M	89,498
50	FIRST TR EXCHANGE-TRADED FD	$8M	327,228

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.