13F Insight
DOSSIER · 13F-HR · Q3 2026

Patriot Financial Group Insurance Agency, LLC

$1.0B in tracked AUM across 499 positions as of Q3 2026.

PF
CIK 0001694883 · last filed Sep 30, 2026
Total AUM
$1.0B
as of Q3 2026
Holdings
499
—
positions
Whale Score
56
56
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

Patriot Financial Group Insurance Agency, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
IVV
ISHARES TR
$29M38K2.8%02
AAPL
APPLE INC
$27M82K2.6%03
MSFT
MICROSOFT CORP
$27M53K2.6%04
NVDA
NVIDIA CORPORATION
$25M110K2.4%05
VOO
VANGUARD INDEX FDS
$23M33K2.2%06
GOOG
ALPHABET INC
$19M56K1.8%07
DYNF
BLACKROCK ETF TRUST
$17M249K1.6%08
AMZN
AMAZON COM INC
$16M65K1.6%09
BRK/B
BERKSHIRE HATHAWAY INC DEL
$14M29K1.4%10
SPYM
SPDR SERIES TRUST
$14M154K1.3%

Filing history

2026Q3Sep 30
$1.0B▲ 7.3%
499 positionsView →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 positionsLocked2025Q2Jun 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 positionsLocked
Showing 12 of 37