13F Insight
DOSSIER · 13F-HR · Q1 2026

Patriot Financial Group Insurance Agency, LLC

$1.8B in tracked AUM across 701 positions as of Q1 2026.

PF
CIK 0001694883 · last filed Mar 31, 2026
Total AUM
$1.8B
as of Q1 2026
Holdings
701
—
positions
Whale Score
47
47
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

Patriot Financial Group Insurance Agency, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$44M173K2.5%02
IVV
ISHARES TR
$40M61K2.3%03
NVDA
NVIDIA CORPORATION
$39M223K2.2%04
MSFT
MICROSOFT CORP
$37M99K2.1%05
GOOG
ALPHABET INC
$32M112K1.8%06
VOO
VANGUARD INDEX FDS
$28M47K1.6%07
DYNF
BLACKROCK ETF TRUST
$26M450K1.5%08
AMZN
AMAZON COM INC
$25M118K1.4%09
BRK/B
BERKSHIRE HATHAWAY INC DEL
$25M51K1.4%10
JPM
JPMORGAN CHASE & CO
$19M66K1.1%

Filing history

2026Q1Mar 31
$1.8B▲ 111.1%
701 positionsView →2025Q4Dec 31
$841M▲ 7.6%
508 positionsView →2025Q3Sep 30
$781M▼ 10.3%
489 positionsView →2025Q2Jun 30
$871M▲ 16.8%
536 positionsLocked2025Q1Mar 31
$746M▲ 0.0%
493 positionsLocked2024Q4Dec 31
$746M▲ 0.2%
481 positionsLocked2024Q3Sep 30
$745M▲ 9.5%
501 positionsLocked2024Q2Jun 30
$680M▲ 8.1%
481 positionsLocked2024Q1Mar 31
$629M▲ 18.8%
482 positionsLocked2023Q4Dec 31
$530M▲ 9.5%
463 positionsLocked2023Q3Sep 30
$484M▼ 8.9%
463 positionsLocked2023Q2Jun 30
$531M▲ 7.6%
469 positionsLocked
Showing 12 of 35