Patriot Investment Management Group, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on October 15, 2026, Patriot Investment Management Group, Inc. disclosed 235 stock positions valued at approximately $1.73B as of quarter-end September 30, 2026. The largest holdings include VANGUARD INDEX FDS, VANGUARD BD INDEX FDS, and VANGUARD TAX-MANAGED FDS.
- Report Period
- September 30, 2026
- No. of Stocks
- 235
- Portfolio Value
- $1.73B
Holdings by Sector
Patriot Investment Management Group, Inc. Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | Other | 31.78% | 1,468,373 | +669 | +0.05% | $549,523,984 |
| VANGUARD BD INDEX FDS | BND | Other | 7.83% | 1,930,444 | -15,125 | -0.78% | $135,420,656 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 5.70% | 1,395,747 | +1,320 | +0.09% | $98,553,707 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 3.94% | 869,821 | +17,086 | +2.00% | $68,115,647 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 3.82% | 795,612 | +6,454 | +0.82% | $66,011,914 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 3.24% | 945,343 | +10,244 | +1.10% | $56,068,314 |
| SPDR SERIES TRUST | SPSM | Other | 2.56% | 838,842 | +4,848 | +0.58% | $44,341,171 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 2.37% | 530,492 | +8,980 | +1.72% | $40,980,530 |
| SCHWAB STRATEGIC TR | SCHB | Other | 1.69% | 997,341 | -6,892 | -0.69% | $29,232,075 |
| VANGUARD INDEX FDS | VB | Other | 1.63% | 98,797 | +135 | +0.14% | $28,106,836 |
| ISHARES TR | AGG | Other | 1.44% | 263,852 | +63,154 | +31.47% | $24,944,604 |
| VANGUARD INDEX FDS | VNQ | Other | 1.35% | 261,095 | +4,279 | +1.67% | $23,401,982 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 1.17% | 350,578 | +36,960 | +11.79% | $20,179,244 |
| ISHARES TR | IVV | Other | 1.10% | 24,950 | -256 | -1.02% | $19,107,959 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.93% | 21,151 | - | - | $16,130,296 |
| VANGUARD INDEX FDS | VO | Other | 0.93% | 204,820 | -2,494 | -1.20% | $16,061,969 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.91% | 100,949 | -819 | -0.80% | $15,667,351 |
| VANGUARD WORLD FD | VPU | Other | 0.88% | 88,926 | -1,541 | -1.70% | $15,206,418 |
| VANGUARD WORLD FD | VDC | Other | 0.86% | 67,846 | +195 | +0.29% | $14,804,608 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 0.84% | 311,259 | +14,003 | +4.71% | $14,588,727 |
| APPLE INC | AAPL | Technology | 0.80% | 41,372 | -866 | -2.05% | $13,777,766 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.77% | 56,951 | -221 | -0.39% | $13,287,166 |
| SCHWAB STRATEGIC TR | SCHF | Other | 0.77% | 481,645 | -6,929 | -1.42% | $13,230,793 |
| ISHARES INC | IEMG | Other | 0.76% | 161,488 | +1,404 | +0.88% | $13,106,394 |
| VANGUARD INDEX FDS | VV | Other | 0.71% | 34,962 | -361 | -1.02% | $12,301,234 |
| TESLA INC | TSLA | Consumer Cyclical | 0.67% | 32,700 | +28,586 | +694.85% | $11,602,452 |
| ISHARES TR | IGSB | Other | 0.63% | 214,223 | +27,033 | +14.44% | $10,974,646 |
| ISHARES TR | IEFA | Other | 0.57% | 101,420 | -302 | -0.30% | $9,825,529 |
| SCHWAB STRATEGIC TR | SCHA | Other | 0.54% | 288,553 | +2,177 | +0.76% | $9,415,469 |
| SCHWAB STRATEGIC TR | SCHM | Other | 0.54% | 275,794 | -4,744 | -1.69% | $9,382,505 |
Showing 30 of 235 holdings in the latest reporting period.