What does Patriot Financial Group Insurance Agency, LLC hold? Q1 2026 13F Holdings & Portfolio

AI Analysis · Q1 2026 · 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.

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight

APPLE INC

$44M173K2.5%

ISHARES TR

$40M61K2.3%

NVIDIA CORPORATION

$39M223K2.2%

MICROSOFT CORP

$37M99K2.1%

ALPHABET INC

$32M112K1.8%

VANGUARD INDEX FDS

$28M47K1.6%

BLACKROCK ETF TRUST

$26M450K1.5%

AMAZON COM INC

$25M118K1.4%

BERKSHIRE HATHAWAY INC DEL

$25M51K1.4%

JPMORGAN CHASE & CO

$19M66K1.1%

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