13F Insight
DOSSIER · 13F-HR · Q2 2026

Patriot Financial Group Insurance Agency, LLC

$974M in tracked AUM across 491 positions as of Q2 2026.

PF
CIK 0001694883 · last filed Jun 30, 2026
Total AUM
$974M
as of Q2 2026
Holdings
491
—
positions
Whale Score
47
47
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Patriot Financial Group Insurance Agency, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
AAPL
APPLE INC
$26M89K2.6%02
IVV
ISHARES TR
$24M31K2.4%03
NVDA
NVIDIA CORPORATION
$23M116K2.4%04
MSFT
MICROSOFT CORP
$20M53K2.0%05
GOOG
ALPHABET INC
$19M54K2.0%06
VOO
VANGUARD INDEX FDS
$19M28K1.9%07
DYNF
BLACKROCK ETF TRUST
$16M242K1.7%08
AMZN
AMAZON COM INC
$14M60K1.5%09
BRK/B
BERKSHIRE HATHAWAY INC DEL
$13M27K1.4%10
SPYM
SPDR SERIES TRUST
$13M151K1.4%

Filing history

2026Q2Jun 30
$974M▼ 45.1%
491 positionsView →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 positionsLocked
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