PATRIOT INVESTMENT MANAGEMENT GROUP, INC.

Institutional manager (13F) · CIK 1773830

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $1.4B

#	Issuer	Value	Shares
1	VANGUARD INDEX FDS	$470M	1,466,525
2	VANGUARD BD INDEX FDS	$139M	1,889,555
3	VANGUARD TAX-MANAGED FDS	$88M	1,380,121
4	VANGUARD SCOTTSDALE FDS	$69M	837,667
5	VANGUARD INTL EQUITY INDEX F	$59M	791,802
6	VANGUARD INTL EQUITY INDEX F	$50M	924,655
7	VANGUARD SCOTTSDALE FDS	$40M	507,562
8	SPDR SERIES TRUST	$39M	809,845
9	VANGUARD INDEX FDS	$26M	99,375
10	SCHWAB STRATEGIC TR	$26M	1,022,101
11	VANGUARD INDEX FDS	$22M	248,732
12	ISHARES TR	$20M	199,731
13	VANGUARD WORLD FD	$18M	91,058
14	VANGUARD SCOTTSDALE FDS	$17M	282,707
15	ISHARES TR	$16M	25,226
16	VANGUARD WORLD FD	$16M	69,015
17	VANGUARD WHITEHALL FDS	$15M	103,642
18	VANGUARD INDEX FDS	$15M	52,913
19	VANGUARD CHARLOTTE FDS	$14M	290,060
20	STATE STR SPDR S&P 500 ETF T	$14M	21,251
21	VANGUARD SPECIALIZED FUNDS	$12M	57,921
22	SCHWAB STRATEGIC TR	$12M	490,807
23	ISHARES INC	$11M	163,502
24	VANGUARD INDEX FDS	$11M	36,805
25	ISHARES TR	$10M	186,606
26	ISHARES TR	$9M	87,338
27	ISHARES TR	$9M	101,688
28	APPLE INC	$9M	35,762
29	SCHWAB STRATEGIC TR	$9M	298,970
30	SCHWAB STRATEGIC TR	$9M	280,724
31	ISHARES TR	$8M	58,988
32	SCHWAB STRATEGIC TR	$8M	305,184
33	SCHWAB STRATEGIC TR	$7M	242,410
34	ISHARES TR	$7M	88,315
35	VANGUARD BD INDEX FDS	$7M	91,117
36	ISHARES TR	$7M	85,802
37	ISHARES TR	$6M	114,540
38	VANGUARD ADMIRAL FDS INC	$6M	50,849
39	ISHARES TR	$6M	49,984
40	NVIDIA CORPORATION	$6M	32,266
41	VANGUARD MUN BD FDS	$6M	112,614
42	INVESCO QQQ TR	$6M	9,707
43	SCHWAB STRATEGIC TR	$5M	158,737
44	BERKSHIRE HATHAWAY INC DEL	$4M	6
45	VANGUARD INDEX FDS	$4M	7,171
46	ISHARES GOLD TR	$4M	46,769
47	VANGUARD WORLD FD	$4M	5,878
48	SPDR INDEX SHS FDS	$4M	84,361
49	SCHWAB STRATEGIC TR	$4M	80,336
50	MICROSOFT CORP	$3M	9,194

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