13F filer

Patriot Investment Management Group

As of Sep 30, 2026 Filed Oct 15, 2026 CIK 1773830 SEC filings ↗

13F Value

$1.73B

Positions

236

Top Position

VTI31.8%

Top 5

53.1%

Latest filing changes

vs Jun 30, 2026

1 TSLA Tesla +694.8%+$10.1M

2 AGG iShares Core U.S. Aggregate Bond ETF +31.5%+$6.0M

3 VGSH Vanguard Short-Term Treasury Index Fund — ETF Shares +11.8%+$2.1M

4 BSV Vanguard Short-Term Bond Index Fund — ETF Shares +25.5%+$1.5M

5 IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF +14.4%+$1.4M

Holdings236

#
1	VTI Vanguard Morningstar Total Stock Market Index Fund — ETF Shares	31.8%	$549.5M	+0.0%	1.47M	31.5%	ETF
2	BND Vanguard Total Bond Market Index Fund — ETF Shares	7.8%	$135.4M	-0.8%	1.93M	8.3%	ETF
3	VEA Vanguard Developed Markets Index Fund — ETF Shares	5.7%	$98.6M	+0.1%	1.40M	5.8%	ETF
4	VCIT Vanguard Intermediate-Term Corporate Bond Index Fund — ETF Shares	3.9%	$68.1M	+2.0%	869.8K	4.1%	ETF
5	VEU Vanguard FTSE All-World ex-US Index Fund — ETF Shares	3.8%	$66.0M	+0.8%	795.6K	3.8%	ETF
6	VWO Vanguard Emerging Markets Stock Index Fund — ETF Shares	3.2%	$56.1M	+1.1%	945.3K	3.2%	ETF
7	SPSM State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF	2.6%	$44.3M	+0.6%	838.8K	2.8%	ETF
8	VCSH Vanguard Short-Term Corporate Bond Index Fund — ETF Shares	2.4%	$41.0M	+1.7%	530.5K	2.4%	ETF
9	SCHB Schwab U.S. Broad Market ETF	1.7%	$29.2M	-0.7%	997.3K	1.7%	ETF
10	VB Vanguard Morningstar Small-Cap Index Fund — ETF Shares	1.6%	$28.1M	+0.1%	98.8K	1.7%	ETF
11	AGG iShares Core U.S. Aggregate Bond ETF	1.4%	$24.9M	+31.5%	263.9K	1.2%	ETF
12	VNQ Vanguard Real Estate Index Fund — ETF Shares	1.4%	$23.4M	+1.7%	261.1K	1.4%	ETF
13	VGSH Vanguard Short-Term Treasury Index Fund — ETF Shares	1.2%	$20.2M	+11.8%	350.6K	1.1%	ETF
14	IVV iShares Core S&P 500 ETF	1.1%	$19.1M	-1.0%	24.9K	1.1%	ETF
15	SPY State Str SPDR S&P 500 ETF T — Tr Unit	0.9%	$16.1M	—	21.2K	0.9%	ETF
16	VO Vanguard Morningstar Mid-Cap Index Fund — ETF Shares	0.9%	$16.1M	-1.2%	204.8K	1.0%	ETF
17	VYM Vanguard High Dividend Yield Index Fund — ETF Shares	0.9%	$15.7M	-0.8%	100.9K	0.9%	ETF
18	VPU Vanguard Utilities Index Fund — ETF Shares	0.9%	$15.2M	-1.7%	88.9K	1.0%	ETF
19	VDC Vanguard Consumer Staples Index Fund — ETF Shares	0.9%	$14.8M	+0.3%	67.8K	0.9%	ETF
20	BNDX Vanguard Total International Bond Index Fund — ETF Shares	0.8%	$14.6M	+4.7%	311.3K	0.8%	ETF

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 Filing10

#	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.