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CIK: 0001773830
Total reported value
$1.7B
$1.7B
242 檔
47.2%
At the close of Q3 2025, Patriot Investment Management Group, Inc. disclosed equity holdings valued at approximately $1.7B, spread across 242 reported holdings.
Patriot Investment Management Group, Inc. executed strategic sector rebalancing during Q3 2025, establishing 4 new positions while fully exiting 1 holdings and trimming 24 positions.
Showing top 200 holdings (of 242 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 31.31% | +1.44% | +0.18% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 8.27% | -0.61% | +3.86% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.28% | +0.11% | +1.97% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 4.26% | -0.34% | +3.15% | |
| 5 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 3.94% | +0.03% | -2.37% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.23% | +0.05% | +2.04% | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.49% | -0.18% | +4.25% | |
| 8 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 2.33% | +0.29% | +4.54% | |
| 9 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.77% | +0.05% | -0.68% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-Other | 1.63% | +0.07% | -1.06% | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.39% | +0.03% | +2.93% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.29% | -0.12% | +2.82% | |
| 13 | VPU | Vanguard Utilities ETF | ETF-Other | 1.14% | -0.12% | -1.49% | |
| 14 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.12% | -0.05% | -0.59% | |
| 15 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.09% | — | -2.44% | |
| 16 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 1.08% | -0.11% | -1.43% | |
| 17 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.96% | — | +5.10% | |
| 18 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.90% | -0.02% | -1.95% | |
| 19 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.83% | -0.06% | +6.00% | |
| 20 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.82% | +0.04% | -3.11% | |
| 21 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.78% | — | -2.15% | |
| 22 | VV | Vanguard Large-cap ETF | ETF-Other | 0.75% | — | -0.69% | |
| 23 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.70% | +0.04% | -0.91% | |
| 24 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.65% | -0.06% | -1.80% | |
| 25 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.63% | -0.02% | -2.01% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 0.63% | +0.13% | +1.31% | |
| 27 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.62% | +0.01% | -1.44% | |
| 28 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.59% | +0.04% | -2.53% | |
| 29 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.58% | +0.04% | -0.36% | |
| 30 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.57% | -0.02% | -0.96% | |
| 31 | MUB | Ishares National Muni Bond E | ETF-Other | 0.55% | -0.05% | +20.38% | |
| 32 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.48% | -0.05% | +0.94% | |
| 33 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.47% | -0.03% | -0.09% | |
| 34 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.45% | -0.05% | -3.29% | |
| 35 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.42% | +0.04% | -10.39% | |
| 36 | NVDA | Nvidia CORP | Stock-Tech | 0.41% | -0.04% | -1.36% | |
| 37 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.40% | -0.11% | +0.07% | |
| 38 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 0.38% | +0.04% | -0.06% | |
| 39 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.38% | -0.03% | -2.44% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.36% | +0.03% | +1.04% | |
| 41 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.36% | — | -0.30% | |
| 42 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.33% | -0.01% | -6.97% | |
| 43 | MSFT | Microsoft CORP | Stock-Tech | 0.31% | -0.03% | -4.38% | |
| 44 | MSTR | Strategy Inc | Stock-Tech | 0.30% | -0.08% | +19.46% | |
| 45 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.30% | -0.02% | — | |
| 46 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.29% | +0.07% | -2.84% | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.28% | +0.01% | -1.41% | |
| 48 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.26% | -0.02% | -2.21% | |
| 49 | IAU | Ishares Gold Trust | ETF-Commodities | 0.25% | -0.09% | -15.29% | |
| 50 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.24% | — | — |
According to official SEC Form 13F filings, Patriot Investment Management Group, Inc. reported a total U.S. public equity portfolio value of $1.7B across 242 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, BND, VEA) accounted for 47.2% of total reported equity market value during Q3 2025.
Top New Position Initiated
MSTR
市值: $4.7M
Top Position Liquidated / Trimmed
TLT
前期市值: $774.8K
During Q3 2025, Patriot Investment Management Group, Inc.'s top holdings by market value included VTI (31.3%)、BND (8.3%)、VEA (5.3%). The largest single position, VTI, represented 31.3% of total portfolio value.
In Q3 2025, Patriot Investment Management Group, Inc. made 49 total portfolio adjustments, initiating 4 new buys, adding to 20 positions, trimming 24 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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