account_balance
Investment manager · 13F filer · SEC CIK 1694883
Patriot Financial Group Insurance Agency, LLC
Reported value$974Mas of Jun 30, 2026
Positions488 24 new, 229 sold out
Top 10 weight19.3%AAPL alone is 3%
FiledJul 1616 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc
2.6%Trimmed −49%
IVViShares Tr
2.4%Trimmed −49%
NVDANvidia Corporation
2.4%Trimmed −48%
MSFTMicrosoft Corp
2.0%Trimmed −47%
GOOGAlphabet Inc
2.0%Trimmed −52%
VOOVanguard Index FDS
1.9%Trimmed −42%
DYNFBlackRock ETF Trust
1.7%Trimmed −46%
AMZNAmazon Com Inc
1.5%Trimmed −49%
BRK-BBerkshire Hathaway Inc
1.4%Trimmed −47%
SPYMSPDR Series Trust
1.4%Trimmed −34%
MUMicron Technology Inc
1.2%Added +91%
BALIBlackRock ETF Trust
1.1%Trimmed −48%
AAPL2.6%
IVV2.4%
NVDA2.4%MSFTMicrosoft Corp
2.0%Trimmed −47%
GOOGAlphabet Inc
2.0%Trimmed −52%
VOOVanguard Index FDS
1.9%Trimmed −42%
DYNF1.7%
AMZN1.5%BRK-B1.4%SPYM1.4%
MU1.2%BALI1.1%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc 2.6% Trimmed −49%
IVV iShares Tr 2.4% Trimmed −49%
NVDA Nvidia Corporation 2.4% Trimmed −48%MSFT Microsoft Corp 2.0% Trimmed −47%GOOG Alphabet Inc 2.0% Trimmed −52%VOO Vanguard Index FDS 1.9% Trimmed −42%
DYNF BlackRock ETF Trust 1.7% Trimmed −46%
AMZN Amazon Com Inc 1.5% Trimmed −49%BRK-B Berkshire Hathaway Inc 1.4% Trimmed −47%SPYM SPDR Series Trust 1.4% Trimmed −34%
MU Micron Technology Inc 1.2% Added +91%BALI BlackRock ETF Trust 1.1% Trimmed −48%
What changed