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CIK: 0001773830
Total reported value
$1.7B
$1.7B
243 檔
48.7%
As reported in its official Q4 2025 Form 13F filing, Patriot Investment Management Group, Inc.'s tracked investment portfolio stood at $1.7B with 243 total positions.
In Q4 2025, Patriot Investment Management Group, Inc. displayed an active expansion posture, initiating 6 new positions and adding to 27 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 243 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 31.23% | +1.44% | +0.43% | |
| 2 | BND | Vanguard Total Bond Market | ETF-Other | 8.36% | -0.61% | +4.45% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 5.47% | +0.11% | +2.26% | |
| 4 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 4.28% | -0.34% | +3.88% | |
| 5 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 3.90% | +0.03% | -1.19% | |
| 6 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 3.13% | +0.05% | +0.64% | |
| 7 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 2.49% | -0.18% | +3.21% | |
| 8 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 2.35% | +0.29% | +2.67% | |
| 9 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.76% | +0.05% | -0.00% | |
| 10 | VB | Vanguard Small-cap ETF | ETF-Other | 1.65% | +0.07% | +2.85% | |
| 11 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.37% | +0.03% | +4.42% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.26% | -0.12% | +0.20% | |
| 13 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.09% | +0.04% | +33.55% | |
| 14 | VPU | Vanguard Utilities ETF | ETF-Other | 1.09% | -0.12% | +0.83% | |
| 15 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 0.98% | — | +5.54% | |
| 16 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.98% | — | -6.38% | |
| 17 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.96% | -0.05% | -13.27% | |
| 18 | VDC | Vanguard Consumer Staple ETF | ETF-Other | 0.93% | -0.11% | -10.41% | |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.92% | +0.04% | +373.48% | |
| 20 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.85% | -0.06% | +7.75% | |
| 21 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.81% | -0.02% | -8.78% | |
| 22 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.77% | — | -0.88% | |
| 23 | VV | Vanguard Large-cap ETF | ETF-Other | 0.74% | — | -0.28% | |
| 24 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.71% | +0.04% | +3.28% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 0.64% | +0.13% | -1.31% | |
| 26 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.62% | -0.06% | -0.37% | |
| 27 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.62% | -0.02% | -1.22% | |
| 28 | MUB | Ishares National Muni Bond E | ETF-Other | 0.59% | -0.05% | +9.74% | |
| 29 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.57% | -0.02% | +0.03% | |
| 30 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.56% | +0.04% | -1.70% | |
| 31 | SCHM | Schwab US Mid Cap ETF | ETF-Other | 0.55% | +0.04% | -4.43% | |
| 32 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.52% | +0.01% | -15.64% | |
| 33 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.48% | -0.03% | +1.33% | |
| 34 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.45% | -0.05% | -3.48% | |
| 35 | NVDA | Nvidia CORP | Stock-Tech | 0.43% | -0.04% | +9.01% | |
| 36 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.42% | -0.05% | -3.57% | |
| 37 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.40% | -0.03% | +9.14% | |
| 38 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.39% | -0.11% | +0.35% | |
| 39 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.39% | +0.04% | -5.71% | |
| 40 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.37% | +0.03% | +2.71% | |
| 41 | VIOO | Vanguard S&p Small-cap 600 E | ETF-Other | 0.37% | +0.04% | -0.33% | |
| 42 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.34% | — | -0.74% | |
| 43 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.32% | -0.01% | +1.35% | |
| 44 | MSFT | Microsoft CORP | Stock-Tech | 0.29% | -0.03% | +3.01% | |
| 45 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.29% | -0.02% | — | |
| 46 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.28% | +0.07% | — | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.28% | +0.01% | +1.90% | |
| 48 | IAU | Ishares Gold Trust | ETF-Commodities | 0.24% | -0.09% | -9.78% | |
| 49 | SCHC | Schwab Intl Small-cap Equity | ETF-Other | 0.24% | -0.02% | -5.07% | |
| 50 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.24% | — | +0.18% |
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 243 disclosed positions in Q4 2025.
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In terms of portfolio concentration, the top 5 core holdings (including VTI, BND, VEA) accounted for 48.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
MDY
市值: $1.6M
Top Position Liquidated / Trimmed
PNW
前期市值: $2.4M
During Q4 2025, Patriot Investment Management Group, Inc.'s top holdings by market value included VTI (31.2%)、BND (8.4%)、VEA (5.5%). The largest single position, VTI, represented 31.2% of total portfolio value.
In Q4 2025, Patriot Investment Management Group, Inc. made 50 total portfolio adjustments, initiating 6 new buys, adding to 27 positions, trimming 12 holdings, and fully liquidating 5 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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