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

PATRIOT INVESTMENT MANAGEMENT GROUP, INC.

$1.7B in tracked AUM across 236 positions as of Q3 2026.

PI
CIK 0001773830 · last filed Sep 30, 2026
Total AUM
$1.7B
as of Q3 2026
Holdings
236
—
positions
Whale Score
67
67
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026
Comprehensive SEC 13F Analysis: Patriot Investment Management Group, Inc.
1. Portfolio Overview

Patriot Investment Management Group, Inc. has reported a substantial expansion in its managed assets for the quarter ending December 31, 2025. The total portfolio value surged by 406.2%, growing from $311.61 million to $1.58 billion. This dramatic increase in Assets Under Management (AUM) suggests significant capital inflows, the acquisition of a new client mandate, or a strategic r...

The portfolio currently consists of 243 holdings, indicating a high level of diversification. However, the concentration is heavily skewed toward the top positions, with the top 10 holdings accounting for approximately 64.7% of the total portfolio value. The composition is overwhelmingly dominated by Exchange Traded Funds (ETFs), representing approximately 86.7% of the total value, signaling a "core-satellite" or purely passive investment approach rather than active stock picking.

2. Key Holdings
Analysis generated by 13F Insight from SEC Form 13F filing data · Q3 2026. Methodology

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
VTI
VANGUARD INDEX FDS
$550M1.5M31.8%02
BND
VANGUARD BD INDEX FDS
$135M1.9M7.8%03
VEA
VANGUARD TAX-MANAGED FDS
$99M1.4M5.7%04
VCIT
VANGUARD SCOTTSDALE FDS
$68M870K3.9%05
VEU
VANGUARD INTL EQUITY INDEX F
$66M796K3.8%06
VWO
VANGUARD INTL EQUITY INDEX F
$56M945K3.2%07
SPSM
SPDR SERIES TRUST
$44M839K2.6%08
VCSH
VANGUARD SCOTTSDALE FDS
$41M530K2.4%09
SCHB
SCHWAB STRATEGIC TR
$29M997K1.7%10
VB
VANGUARD INDEX FDS
$28M99K1.6%

Filing history

2026Q3Sep 30
$1.7B▲ 0.3%
236 positionsView →2026Q2Jun 30
$1.7B▲ 10.2%
240 positionsView →2026Q1Mar 31
$1.6B▼ 0.7%
236 positionsView →2025Q4Dec 31
$1.6B▲ 2.9%
243 positionsView →2025Q3Sep 30
$1.5B▲ 6.1%
242 positionsLocked2025Q2Jun 30
$1.4B▲ 8.5%
244 positionsLocked2025Q1Mar 31
$1.3B▼ 0.4%
226 positionsLocked2024Q4Dec 31
$1.3B▼ 1.8%
234 positionsLocked2024Q3Sep 30
$1.4B▲ 6.5%
237 positionsLocked2024Q2Jun 30
$1.3B▲ 1.2%
237 positionsLocked2024Q1Mar 31
$1.3B▲ 7.8%
243 positionsLocked2023Q4Dec 31
$1.2B▲ 7.5%
231 positionsLocked
Showing 12 of 29