Q2 2026 13F · SEC CIK 1773830

Patriot Investment Management Group, Inc.

Wealth managerFiled 2026-07-15 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.7B
Reported positions: 240
Top holdings a year, 3 yrs: +13.7%
Assets under management: $1.9B

Patriot Investment Management Group, Inc. is a wealth manager that reported 240 positions worth $1.7B in its Q2 2026 13F, filed 2026-07-15. Its largest holdings were Vanguard Index Fds (VTI, 31.5%), Vanguard Total Bond Market ETF (BND, 8.3%), Vanguard Tax-Managed Fds (VEA, 5.8%). A portfolio copying its top holdings returned 13.7% a year over the last 3 years, against 20.4% for the S&P 500.

Patriot Investment Management Group, Inc. holdings largest 50 of 240 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Patriot Investment Management Group, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VTIVanguard Index Fds	31.5%	30.1%	1,467,704	+0.1%	$543.1M
BNDVanguard Total Bond Market ETF	8.3%	8.9%	1,945,569	+3.0%	$142.8M
VEAVanguard Tax-Managed Fds	5.8%	5.6%	1,394,427	+1.0%	$99.4M
VCITVanguard Scottsdale Fds	4.1%	4.4%	852,735	+1.8%	$70.5M
VEUVanguard FTSE All	3.8%	3.8%	789,158	-0.3%	$66.1M
VWOVanguard Intl Equity Index F	3.2%	3.2%	935,099	+1.1%	$55.8M
SPSMSpdr Series Trust	2.8%	2.5%	833,994	+3.0%	$48.1M
VCSHVanguard Scottsdale Fds	2.4%	2.6%	521,512	+2.7%	$41.2M
VBVanguard Indx Fd	1.7%	1.7%	98,662	-0.7%	$29.9M
SCHBSchwb US Broad	1.7%	1.6%	1,004,233	-1.7%	$29.1M
VNQVanguard Real Estate ETF	1.4%	1.4%	256,816	+3.3%	$24.8M
AGGIshares Tr	1.2%	1.3%	200,698	+0.5%	$19.9M
IVVIshares Core S&p 500 ETF	1.1%	1.1%	25,206	-0.1%	$18.9M
VGSHVanguard Short-Term Treasury ETF Total	1.1%	1.1%	313,618	+10.9%	$18.3M
VPUVanguard World Fd	1.0%	1.2%	90,467	-0.6%	$17.7M
VOVanguard Index Fds	1.0%	1.0%	207,314	+291.8%	$16.7M
VYMVym	0.9%	1.0%	101,768	-1.8%	$16.1M
SPYSpdr S&p 500 ETF Tr	0.9%	0.9%	21,151	-0.5%	$15.8M
VDCVanguard World Fd	0.9%	1.0%	67,651	-2.0%	$15.3M
BNDXVanguard Charlotte Fds	0.8%	0.9%	297,256	+2.5%	$14.4M
SCHFSchwab Intl Equity	0.8%	0.8%	488,574	-0.5%	$13.5M
VIGVanguard Dividend Appreciation ETF	0.8%	0.8%	57,172	-1.3%	$13.5M
IEMGIshares	0.8%	0.7%	160,084	-2.1%	$13.3M
AAPLApple Inc	0.7%	0.6%	42,238	+18.1%	$12.2M
VVVanguard Inx Lrg	0.7%	0.7%	35,323	-4.0%	$12.1M
SCHASchwab U.s. Small-Cap ETF	0.6%	0.6%	286,376	-4.2%	$10.3M
SCHMSchwab Strategic Tr	0.6%	0.6%	280,538	-0.1%	$10.3M
IEFAIshares Core Msci Eafe ETF	0.6%	0.6%	101,722	+0.0%	$9.8M
IGSBIshares 1-3 Yr Credit Bond ETF	0.6%	0.6%	187,190	+0.3%	$9.8M
MUBIshares National Muni Bond ETF	0.5%	0.6%	86,895	-0.5%	$9.4M
ITOTIshares Total US Stock Market ETF	0.5%	0.5%	54,136	-8.2%	$8.9M
SCHXSchwab Stratgc Tr	0.5%	0.5%	300,936	-1.4%	$8.9M
IDEVIshares Tr	0.4%	0.5%	85,238	-3.5%	$7.6M
SCHDSchwab Strategic Tr	0.4%	0.5%	234,014	-3.5%	$7.4M
VIOOVanguard Admiral Fds Inc	0.4%	0.4%	50,942	+0.2%	$7.0M
SHYiShs Lehman 1-3Tsy	0.4%	0.5%	84,438	-1.6%	$6.9M
IVWIshares	0.4%	0.4%	49,726	-0.5%	$6.8M
QQQInvesco Qqq Tr	0.4%	0.4%	9,197	-5.3%	$6.8M
IGIBIshares Tr	0.4%	0.4%	116,746	+1.9%	$6.2M
BSVVanguard Bd Index Fds Vanguard Short Ter	0.4%	0.5%	77,650	-14.8%	$6.0M
VTEBVanguard Tx Ex Bd	0.3%	0.4%	117,960	+4.7%	$6.0M
SCHESchwab Strategic Tr	0.3%	0.3%	159,070	+0.2%	$5.8M
VGTVanguard Info Tech	0.3%	0.3%	47,027	+700.1%	$5.6M
NVDANvidia Corporation Com	0.3%	0.4%	27,416	-15.0%	$5.5M
VOOVanguard S&p 500 ETF	0.3%	0.3%	7,076	-1.3%	$4.9M
BRK-ABerkshire Hathaway Inc Del	0.3%	0.3%	6	+0.0%	$4.5M
SPDWSPDR Portfolio Developed World	0.2%	0.2%	84,488	+0.2%	$4.3M
SCHCSchwab Strategic Tr	0.2%	0.2%	78,685	-2.1%	$3.8M
ESGVVanguard World Fd	0.2%	—	27,124	—	$3.6M
VXUSVanguard Star Fds Vanguard Total Intl St	0.2%	—	41,422	—	$3.5M

What Patriot Investment Management Group, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +15.0% /yr; S&P 500 +20.1%
3 years: +13.7% /yr; S&P 500 +20.4%
5 years: +5.9% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.7B	240
Q1 2026	$1.6B	236
Q4 2025	$1.6B	243
Q3 2025	$1.5B	242
Q2 2025	$1.4B	244
Q1 2025	$1.3B	226
Q4 2024	$1.3B	234
Q3 2024	$1.4B	237
Q2 2024	$1.3B	237
Q1 2024	$1.3B	243
Q4 2023	$1.2B	231
Q3 2023	$1.1B	225

Questions about Patriot Investment Management Group, Inc.'s portfolio

What stocks does Patriot Investment Management Group, Inc. own?

Patriot Investment Management Group, Inc.'s latest 13F, for Q2 2026 and filed Jul 15, 2026, lists 240 positions worth $1.7B. The largest are Vanguard Index Fds (VTI) at 31.5%, Vanguard Total Bond Market ETF (BND) at 8.3%, Vanguard Tax-Managed Fds (VEA) at 5.8%, Vanguard Scottsdale Fds (VCIT) at 4.1% and Vanguard FTSE All (VEU) at 3.8%.

What did Patriot Investment Management Group, Inc. buy last quarter?

In Q2 2026, Patriot Investment Management Group, Inc. added Vanguard Info Tech (VGT) (+700.1% shares), Vanguard Index Fds (VO) (+291.8% shares) and Apple Inc (AAPL) (+18.1% shares), compared with its Q1 2026 filing.

What did Patriot Investment Management Group, Inc. sell last quarter?

In Q2 2026, Patriot Investment Management Group, Inc. cut from its top 50 Ishares Gold Trust (IAU), cut from its top 50 Microsoft Corp (MSFT), Nvidia Corporation Com (NVDA) (-15.0% shares), Vanguard Bd Index Fds Vanguard Short Ter (BSV) (-14.8% shares) and Ishares Total US Stock Market ETF (ITOT) (-8.2% shares), compared with its Q1 2026 filing.

How has Patriot Investment Management Group, Inc.'s portfolio performed?

A portfolio copying Patriot Investment Management Group, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +13.7% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +15.0% against +20.1%. Over 5 years: +5.9% a year against +11.6%.

When is Patriot Investment Management Group, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Patriot Investment Management Group, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Patriot Investment Management Group, Inc. manage?

Patriot Investment Management Group, Inc. reported $1.9B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.7B.