EdgeMarket › What Patriot Investment Management Group, Inc. reported owning
What Patriot Investment Management Group, Inc. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
1.6BPositions
236Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| VTI Vanguard Morningstar Total Stock Market ETF | 470.5M | 30.1% | 1.5M | 378.24 | +20.5% |
| BND Vanguard Total Bond Market ETF | 139.1M | 8.9% | 1.9M | 72.23 | -1.8% |
| VEA Vanguard FTSE Developed Markets ETF | 88.4M | 5.6% | 1.4M | 73.42 | +24.7% |
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | 69.3M | 4.4% | 837.7K | 81.05 | -2.5% |
| VEU Vanguard FTSE All World Ex US ETF | 59.5M | 3.8% | 791.8K | 85.69 | +23.3% |
| VWO Vanguard FTSE Emerging Markets ETF | 50.0M | 3.2% | 924.7K | 60.45 | +17.7% |
| VCSH Vanguard Short-Term Corporate Bond ETF | 40.2M | 2.6% | 507.6K | 78.59 | -1.3% |
| SPSM State Street SPDR Portfolio S&P 600 Small Cap | 39.1M | 2.5% | 809.8K | 57.28 | +28.7% |
| VB Vanguard Morningstar Small-Cap ETF | 26.0M | 1.7% | 99.4K | 304.76 | +24.4% |
| SCHB Schwab U.S. Broad Market ETF | 25.7M | 1.6% | 1.0M | 29.61 | +20.4% |
| VNQ Vanguard Real Estate ETF | 22.1M | 1.4% | 248.7K | 98.50 | +8.6% |
| AGG iShares Core U.S. Aggregate Bond ETF | 19.8M | 1.3% | 199.7K | 97.35 | -1.7% |
| VPU Vanguard Utilities ETF | 18.0M | 1.2% | 91.1K | 185.03 | -0.6% |
| VGSH Vanguard Short-Term Treasury ETF | 16.5M | 1.1% | 282.7K | 58.13 | -0.9% |
| IVV iShares Core S&P 500 ETF | 16.5M | 1.1% | 25.2K | 769.31 | +20.0% |
| VDC Vanguard Consumer Staples ETF | 15.5M | 1.0% | 69.0K | 231.75 | +2.9% |
| VYM Vanguard High Dividend Yield ETF | 15.3M | 1.0% | 103.6K | 164.97 | +19.9% |
| VO Vanguard Morningstar Mid-Cap ETF | 15.2M | 1.0% | 52.9K | 82.97 | +15.9% |
| BNDX Vanguard Total International Bond ETF | 13.9M | 0.9% | 290.1K | 47.65 | -3.3% |
| SPY SPDR S&P 500 ETF TRUST | 13.8M | 0.9% | 21.3K | 765.72 | +20.0% |
| VIG Vanguard Div Appreciation ETF | 12.5M | 0.8% | 57.9K | 243.91 | +16.2% |
| SCHF Schwab International Equity ETF | 12.1M | 0.8% | 490.8K | 28.46 | +24.7% |
| IEMG iShares Core MSCI Emerging Markets ETF | 11.4M | 0.7% | 163.5K | 81.57 | +31.9% |
| VV Vanguard Morningstar Large-Cap ETF | 11.0M | 0.7% | 36.8K | 352.60 | +19.8% |
| IGSB iShares 1-5 Year Investment Grade Corporate Bo | 9.8M | 0.6% | 186.6K | 52.11 | -1.4% |
| MUB iShares National Muni Bond ETF | 9.3M | 0.6% | 87.3K | 105.34 | +1.2% |
| IEFA iShares Core MSCI EAFE ETF | 9.2M | 0.6% | 101.7K | 100.85 | +16.8% |
| AAPL Apple Inc. | 9.1M | 0.6% | 35.8K | 309.35 | +36.9% |
| SCHA Schwab U.S. Small-Cap ETF | 8.7M | 0.6% | 299.0K | 34.83 | +32.4% |
| SCHM Schwab U.S. Mid Cap ETF | 8.7M | 0.6% | 280.7K | 36.16 | +25.4% |
| ITOT iShares Core S&P Total U.S. Stock Market ETF | 8.4M | 0.5% | 59.0K | 167.97 | +20.5% |
| SCHX Schwab U.S. Large-Cap ETF | 7.8M | 0.5% | 305.2K | 30.21 | +19.6% |
| SCHD Schwab US Dividend Equity ETF | 7.4M | 0.5% | 242.4K | 35.11 | +27.6% |
| IDEV iShares Core MSCI International Developed Mark | 7.4M | 0.5% | 88.3K | 93.31 | +18.6% |
| BSV Vanguard Short-Term Bond ETF | 7.1M | 0.5% | 91.1K | 77.57 | -1.4% |
| SHY iShares 1-3 Year Treasury Bond ETF | 7.1M | 0.5% | 85.8K | 82.00 | -0.9% |
| IGIB iShares 5-10 Year Investment Grade Corporate B | 6.1M | 0.4% | 114.5K | 52.14 | -2.5% |
| VIOO Vanguard S&P Small-Cap 600 ETF | 5.8M | 0.4% | 50.8K | 136.58 | +29.1% |
| IVW iShares S&P 500 Growth ETF | 5.7M | 0.4% | 50.0K | 138.83 | +22.2% |
| NVDA NVIDIA CORP | 5.6M | 0.4% | 32.3K | 214.72 | +22.4% |
| VTEB Vanguard Tax-Exempt Bond ETF | 5.6M | 0.4% | 112.6K | 49.54 | +1.4% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 5.6M | 0.4% | 9.7K | 713.44 | +26.1% |
| SCHE Schwab Emerging Markets Equity ETF | 5.2M | 0.3% | 158.7K | 36.97 | +17.7% |
| unmapped CUSIP 084670108 | 4.3M | 0.3% | 6 | — | — |
| VOO Vanguard S&P 500 ETF | 4.3M | 0.3% | 7.2K | 703.71 | +20.0% |
| IAU ISHARES GOLD TRUST | 4.1M | 0.3% | 46.8K | 86.79 | +37.5% |
| VGT Vanguard Information Tech ETF | 4.1M | 0.3% | 5.9K | 118.42 | +38.5% |
| SPDW State Street SPDR Portfolio Developed World ex | 3.9M | 0.2% | 84.4K | 52.02 | +24.4% |
| SCHC Schwab International Small-Cap Equity ETF | 3.8M | 0.2% | 80.3K | 51.25 | +17.4% |
| MSFT MICROSOFT CORP | 3.4M | 0.2% | 9.2K | 483.24 | -4.4% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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