Patriot Financial Group Insurance Agency, LLC — 13F holdings

Patriot Financial Group Insurance Agency, LLC reported 499 holdings worth $1.05B in its 13F filing for Q3 2026, filed October 14, 2026.

Largest positions

1. IVV ISHARES TR — $29.0M (2.8%)
2. AAPL APPLE INC — $27.3M (2.6%)
3. MSFT MICROSOFT CORP — $27.3M (2.6%)
4. NVDA NVIDIA CORPORATION — $25.1M (2.4%)
5. VOO VANGUARD INDEX FDS — $22.8M (2.2%)
6. GOOG ALPHABET INC — $19.1M (1.8%)
7. DYNF BLACKROCK ETF TRUST — $17.2M (1.6%)
8. AMZN AMAZON COM INC — $16.3M (1.6%)
9. BRK.B BERKSHIRE HATHAWAY INC DEL — $14.3M (1.4%)
10. SPYM SPDR SERIES TRUST — $13.8M (1.3%)