§ 13F · FUND PROFILE
Patriot Financial Group Insurance Agency, LLC.
Institutional filer · behavioral pattern: Income / Defensive. Summary pending.
AUM · $871.4T (13F)Positions · 536Turnover · — · Q4Filed · Jan 26, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$30.7T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 26, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | 45K | $21.6T | 2.6% | +7% |
| 2 | AAPL | APPLE INC | 77K | $21.1T | 2.5% | +1% |
| 3 | IVV | ISHARES TR | 31K | $21.0T | 2.5% | −1% |
| 4 | NVDA | NVIDIA CORPORATION | 97K | $18.0T | 2.1% | +5% |
| 5 | GOOG | ALPHABET INC | 46K | $14.5T | 1.7% | +29% |
| 6 | VOO | VANGUARD INDEX FDS | 22K | $14.0T | 1.7% | +5% |
| 7 | AMZN | AMAZON COM INC | 53K | $12.3T | 1.5% | +14% |
| 8 | BRK/B | BERKSHIRE HATHAWAY INC DEL | 24K | $12.2T | 1.5% | +2% |
| 9 | DYNF | BLACKROCK ETF TRUST | 199K | $12.1T | 1.4% | +29% |
| 10 | JPM | JPMORGAN CHASE & CO. | 29K | $9.2T | 1.1% | +6% |
§ 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 $871360.0 trillion in assets. The fund runs a broad portfolio of 536 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed