13F filer

Patriot Financial Group Insurance Agency

As of Sep 30, 2026 Filed Oct 14, 2026 CIK 1694883 SEC filings ↗

13F Value

$1.05B

Positions

499

Top Position

IVV2.8%

Top 5

12.6%

Latest filing changes

vs Jun 30, 2026

1 IVV iShares Core S&P 500 ETF +20.5%+$4.9M

2 INTC Intel +530.1%+$4.2M

3 VFLO VictoryShares Free Cash Flow ETF +170.3%+$4.0M

4 MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund +393.3%+$3.9M

5 JNJ Johnson & Johnson +150.9%+$3.6M

Holdings499

#							Trend (4Q)
1	IVV iShares Core S&P 500 ETF	2.8%	$29.0M	+20.5%	37.9K	2.4%		ETF
2	AAPL Apple	2.6%	$27.3M	-7.6%	82.0K	2.6%		Common Stock
3	MSFT Microsoft	2.6%	$27.3M	+1.2%	53.2K	2.0%		Common Stock
4	NVDA NVIDIA	2.4%	$25.1M	-5.6%	109.9K	2.4%		Common Stock
5	VOO Vanguard 500 Index Fund — ETF Shares	2.2%	$22.8M	+18.0%	32.5K	1.9%		ETF
6	GOOG Alphabet Class C	1.8%	$19.1M	+3.9%	56.2K	2.0%		Common Stock
7	DYNF iShares U.S. Equity Factor Rotation Active ETF	1.6%	$17.2M	+2.9%	249.0K	1.7%		ETF
8	AMZN Amazon	1.6%	$16.3M	+8.1%	65.3K	1.5%		Common Stock
9	BRK.B Berkshire Hathaway Class B Filing details 084670702 Sep 30, 2026 28,775 reported quantity $14,328,570 reported value	1.4%	$14.3M	+7.1%	28.8K	1.4%		Common Stock
10	SPYM State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	1.3%	$13.8M	+2.3%	154.3K	1.4%		ETF
11	AMD Advanced Micro Devices	1.2%	$13.0M	+30.0%	21.3K	1.0%		Common Stock
12	META Meta Platforms	1.2%	$12.5M	+1.8%	17.2K	1.0%		Common Stock
13	VTI Vanguard Morningstar Total Stock Market Index Fund — ETF Shares	1.1%	$11.8M	+9.5%	31.6K	1.1%		ETF
14	BALI Blackrock ETF Trust — iShares US Larg	1.1%	$11.6M	+4.8%	337.0K	1.1%		ETF
15	JPM JPMorgan Chase	1.0%	$10.9M	+3.3%	32.8K	1.1%		Common Stock
16	MU Micron Technology	1.0%	$10.2M	-8.2%	9.5K	1.2%	—	Common Stock
17	JEPQ JPMorgan Nasdaq Equity Premium Income ETF	1.0%	$10.0M	+23.7%	163.3K	0.8%		ETF
18	SCHG Schwab U.S. Large-Cap Growth ETF	0.9%	$9.0M	-0.8%	251.8K	0.9%		ETF
19	JEPI JPMorgan Equity Premium Income ETF	0.9%	$8.9M	+0.4%	159.1K	0.9%		ETF
20	PLTR Palantir Technologies	0.8%	$8.4M	+1.3%	45.0K	0.5%		Common Stock

Change compares with the prior filing. Prior % is the share of the portfolio in that filing. Trend shows the quantity held in each of the last four filings: green rose, red fell, grey unchanged.

Exited in Latest Filing36

#	Holding	Prior %	Prior Value	Change	Prior Quantity	Trend (4Q)	Type

Compared with the immediately prior published filing (Jun 30, 2026). Prior values are shown for context and are not included in current totals.