§ 13F · FUND PROFILE
Patriot Financial Group Insurance Agency, LLC.
Institutional filer · behavioral pattern: Income / Defensive. Summary pending.
AUM · $781M (13F)Positions · 489Turnover · — · Q1Filed · Apr 22, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$101M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 22, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 173K | $44M | 2.5% | +124% |
| 2 | IVV | ISHARES TR | 61K | $40M | 2.3% | +101% |
| 3 | NVDA | NVIDIA CORPORATION | 223K | $39M | 2.2% | +131% |
| 4 | MSFT | MICROSOFT CORP | 99K | $37M | 2.1% | +121% |
| 5 | GOOG | ALPHABET INC | 112K | $32M | 1.8% | +141% |
| 6 | VOO | VANGUARD INDEX FDS | 47K | $28M | 1.6% | +112% |
| 7 | DYNF | BLACKROCK ETF TRUST | 450K | $26M | 1.5% | +126% |
| 8 | AMZN | AMAZON COM INC | 118K | $25M | 1.4% | +121% |
| 9 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 51K | $25M | 1.4% | +110% |
| 10 | JPM | JPMORGAN CHASE & CO | 66K | $19M | 1.1% | +130% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE PATRIOT SIGNAL
AC read
Patriot Financial Group Insurance Agency, LLC is a Income / Defensive fund managing $781 million in assets. The fund runs a broad portfolio of 489 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed