Patriot Investment Management Group, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$1.57B
Q ending 2026-03-31
Prior quarter
$1.58B
Q ending 2025-12-31
Change
-0.7% QoQ · +17.6% YoY
Positions
236
reported holdings
Largest positions
Top 100 of 236 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Index Fds | VTI | Shares | $470.5M | 1.5M |
| Vanguard Bd Index Fds | BND | Shares | $139.1M | 1.9M |
| Vanguard Tax-Managed Fds | VEA | Shares | $88.4M | 1.4M |
| Vanguard Scottsdale Fds | VCIT | Shares | $69.3M | 838K |
| Vanguard Intl Equity Index F | VEU | Shares | $59.5M | 792K |
| Vanguard Intl Equity Index F | VWO | Shares | $50.0M | 925K |
| Vanguard Scottsdale Fds | VCSH | Shares | $40.2M | 508K |
| Spdr Series Trust | SPSM | Shares | $39.1M | 810K |
| Vanguard Index Fds | VB | Shares | $26.0M | 99K |
| Schwab Strategic Tr | SCHB | Shares | $25.7M | 1.0M |
| Vanguard Index Fds | VNQ | Shares | $22.1M | 249K |
| Ishares Tr | AGG | Shares | $19.8M | 200K |
| Vanguard World Fd | VPU | Shares | $18.0M | 91K |
| Vanguard Scottsdale Fds | VGSH | Shares | $16.5M | 283K |
| Ishares Tr | IVV | Shares | $16.5M | 25K |
| Vanguard World Fd | VDC | Shares | $15.5M | 69K |
| Vanguard Whitehall Fds | VYM | Shares | $15.3M | 104K |
| Vanguard Index Fds | VO | Shares | $15.2M | 53K |
| Vanguard Charlotte Fds | BNDX | Shares | $13.9M | 290K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $13.8M | 21K |
| Vanguard Specialized Funds | VIG | Shares | $12.5M | 58K |
| Schwab Strategic Tr | SCHF | Shares | $12.1M | 491K |
| Ishares Inc | IEMG | Shares | $11.4M | 164K |
| Vanguard Index Fds | VV | Shares | $11.0M | 37K |
| Ishares Tr | IGSB | Shares | $9.8M | 187K |
| Ishares Tr | MUB | Shares | $9.3M | 87K |
| Ishares Tr | IEFA | Shares | $9.2M | 102K |
| Apple Inc | AAPL | Shares | $9.1M | 36K |
| Schwab Strategic Tr | SCHA | Shares | $8.7M | 299K |
| Schwab Strategic Tr | SCHM | Shares | $8.7M | 281K |
| Ishares Tr | ITOT | Shares | $8.4M | 59K |
| Schwab Strategic Tr | SCHX | Shares | $7.8M | 305K |
| Schwab Strategic Tr | SCHD | Shares | $7.4M | 242K |
| Ishares Tr | IDEV | Shares | $7.4M | 88K |
| Vanguard Bd Index Fds | BSV | Shares | $7.1M | 91K |
| Ishares Tr | SHY | Shares | $7.1M | 86K |
| Ishares Tr | IGIB | Shares | $6.1M | 115K |
| Vanguard Admiral Fds Inc | VIOO | Shares | $5.8M | 51K |
| Ishares Tr | IVW | Shares | $5.7M | 50K |
| Nvidia Corporation | NVDA | Shares | $5.6M | 32K |
| Vanguard Mun Bd Fds | VTEB | Shares | $5.6M | 113K |
| Invesco Qqq Tr | QQQ | Shares | $5.6M | 10K |
| Schwab Strategic Tr | SCHE | Shares | $5.2M | 159K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $4.3M | 6 |
| Vanguard Index Fds | VOO | Shares | $4.3M | 7K |
| Ishares Gold Tr | IAU | Shares | $4.1M | 47K |
| Vanguard World Fd | VGT | Shares | $4.1M | 6K |
| Spdr Index Shs Fds | SPDW | Shares | $3.9M | 84K |
| Schwab Strategic Tr | SCHC | Shares | $3.8M | 80K |
| Microsoft Corp | MSFT | Shares | $3.4M | 9K |
| Global X Fds | MLPX | Shares | $3.3M | 45K |
| Schwab Strategic Tr | SCHZ | Shares | $3.3M | 141K |
| Vanguard Star Fds | VXUS | Shares | $3.1M | 41K |
| Vanguard World Fd | ESGV | Shares | $3.0M | 27K |
| Vanguard Index Fds | VOT | Shares | $2.8M | 11K |
| Vanguard Intl Equity Index F | VSS | Shares | $2.7M | 19K |
| Johnson & Johnson | JNJ | Shares | $2.6M | 11K |
| Ishares Tr | USMV | Shares | $2.6M | 28K |
| Vanguard Index Fds | VBR | Shares | $2.6M | 12K |
| Exxon Mobil Corp | XOM | Shares | $2.6M | 15K |
| Ishares Tr | IUSB | Shares | $2.6M | 55K |
| Pinnacle Finl Partners Inc | PNFP | Shares | $2.4M | 27K |
| Home Depot Inc | HD | Shares | $2.2M | 7K |
| Vaneck Etf Trust | GDX | Shares | $2.1M | 23K |
| Vanguard Whitehall Fds | VWOB | Shares | $2.1M | 33K |
| Invesco Exchange Traded Fd T | RSP | Shares | $2.1M | 11K |
| Amazon Com Inc | AMZN | Shares | $2.1M | 10K |
| Ishares Tr | IAGG | Shares | $2.1M | 42K |
| Ishares Tr | IJR | Shares | $2.1M | 17K |
| Invesco Exch Traded Fd Tr Ii | TAN | Shares | $2.0M | 37K |
| Vanguard Malvern Fds | VCRB | Shares | $2.0M | 26K |
| Vanguard Index Fds | VTV | Shares | $2.0M | 10K |
| Caterpillar Inc | CAT | Shares | $2.0M | 3K |
| Ishares Tr | IVE | Shares | $2.0M | 9K |
| Vanguard World Fd | VDE | Shares | $1.9M | 11K |
| Ishares Tr | USHY | Shares | $1.9M | 52K |
| Jpmorgan Chase & Co | JPM | Shares | $1.9M | 6K |
| Schwab Strategic Tr | SCHH | Shares | $1.9M | 87K |
| Strategy Inc | MSTR | Shares | $1.8M | 15K |
| Ishares Tr | HDV | Shares | $1.8M | 13K |
| Ishares Tr | DVY | Shares | $1.7M | 12K |
| Ishares Tr | IWM | Shares | $1.7M | 7K |
| Ishares Tr | DGRO | Shares | $1.7M | 24K |
| Amgen Inc | AMGN | Shares | $1.7M | 5K |
| Vanguard Index Fds | VOE | Shares | $1.6M | 9K |
| State Str Spdr S&P Midcap 40 | MDY | Shares | $1.6M | 3K |
| Spdr Series Trust | SPSB | Shares | $1.6M | 53K |
| Ishares Tr | EFA | Shares | $1.6M | 16K |
| Vanguard Index Fds | VXF | Shares | $1.6M | 8K |
| Tesla Inc | TSLA | Shares | $1.5M | 4K |
| Ishares Tr | IBB | Shares | $1.5M | 9K |
| Vanguard Intl Equity Index F | VT | Shares | $1.5M | 11K |
| Select Sector Spdr Tr | XLU | Shares | $1.4M | 31K |
| Deere & Co | DE | Shares | $1.4M | 3K |
| Ishares Tr | IXN | Shares | $1.4M | 14K |
| Ishares Tr | EMB | Shares | $1.4M | 15K |
| Walmart Inc | WMT | Shares | $1.4M | 11K |
| Smartfinancial Inc | SMBK | Shares | $1.4M | 35K |
| Vanguard Index Fds | VUG | Shares | $1.3M | 3K |
| Ishares Tr | IWR | Shares | $1.3M | 13K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.