Patriot Investment Management Group, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on July 15, 2026, Patriot Investment Management Group, Inc. disclosed 237 stock positions valued at approximately $1.72B as of quarter-end June 30, 2026. The largest holdings include VANGUARD INDEX FDS, VANGUARD BD INDEX FDS, and VANGUARD TAX-MANAGED FDS.
- Report Period
- June 30, 2026
- No. of Stocks
- 237
- Portfolio Value
- $1.72B
Holdings by Sector
Patriot Investment Management Group, Inc. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | VTI | Other | 31.49% | 1,467,704 | +1,179 | +0.08% | $543,109,235 |
| VANGUARD BD INDEX FDS | BND | Other | 8.28% | 1,945,569 | +56,014 | +2.96% | $142,824,256 |
| VANGUARD TAX-MANAGED FDS | VEA | Other | 5.76% | 1,394,427 | +14,306 | +1.04% | $99,352,912 |
| VANGUARD SCOTTSDALE FDS | VCIT | Other | 4.09% | 852,735 | +15,068 | +1.80% | $70,478,531 |
| VANGUARD INTL EQUITY INDEX F | VEU | Other | 3.83% | 789,158 | -2,644 | -0.33% | $66,091,994 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 3.24% | 935,099 | +10,444 | +1.13% | $55,816,035 |
| SPDR SERIES TRUST | SPSM | Other | 2.79% | 833,994 | +24,149 | +2.98% | $48,096,406 |
| VANGUARD SCOTTSDALE FDS | VCSH | Other | 2.39% | 521,512 | +13,950 | +2.75% | $41,215,076 |
| VANGUARD INDEX FDS | VB | Other | 1.73% | 98,662 | -713 | -0.72% | $29,906,413 |
| SCHWAB STRATEGIC TR | SCHB | Other | 1.69% | 1,004,233 | -17,868 | -1.75% | $29,082,574 |
| VANGUARD INDEX FDS | VNQ | Other | 1.44% | 256,816 | +8,084 | +3.25% | $24,764,732 |
| ISHARES TR | AGG | Other | 1.15% | 200,698 | +967 | +0.48% | $19,865,047 |
| ISHARES TR | IVV | Other | 1.09% | 25,206 | -20 | -0.08% | $18,876,452 |
| VANGUARD SCOTTSDALE FDS | VGSH | Other | 1.06% | 313,618 | +30,911 | +10.93% | $18,252,561 |
| VANGUARD WORLD FD | VPU | Other | 1.03% | 90,467 | -591 | -0.65% | $17,707,045 |
| VANGUARD INDEX FDS | VO | Other | 0.97% | 207,314 | +154,401 | +291.80% | $16,703,273 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.93% | 101,768 | -1,874 | -1.81% | $16,082,466 |
| STATE STR SPDR S&P 500 ETF T | SPY | Other | 0.92% | 21,151 | -100 | -0.47% | $15,794,746 |
| VANGUARD WORLD FD | VDC | Other | 0.88% | 67,651 | -1,364 | -1.98% | $15,254,612 |
| VANGUARD CHARLOTTE FDS | BNDX | Other | 0.83% | 297,256 | +7,196 | +2.48% | $14,396,125 |
| SCHWAB STRATEGIC TR | SCHF | Other | 0.78% | 488,574 | -2,233 | -0.45% | $13,533,509 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.78% | 57,172 | -749 | -1.29% | $13,528,149 |
| ISHARES INC | IEMG | Other | 0.77% | 160,084 | -3,418 | -2.09% | $13,261,339 |
| APPLE INC | AAPL | Technology | 0.71% | 42,238 | +6,476 | +18.11% | $12,222,029 |
| VANGUARD INDEX FDS | VV | Other | 0.70% | 35,323 | -1,482 | -4.03% | $12,147,779 |
| SCHWAB STRATEGIC TR | SCHA | Other | 0.60% | 286,376 | -12,594 | -4.21% | $10,346,781 |
| SCHWAB STRATEGIC TR | SCHM | Other | 0.60% | 280,538 | -186 | -0.07% | $10,343,421 |
| ISHARES TR | IEFA | Other | 0.57% | 101,722 | +34 | +0.03% | $9,824,270 |
| ISHARES TR | IGSB | Other | 0.57% | 187,190 | +584 | +0.31% | $9,810,641 |
| ISHARES TR | MUB | Other | 0.54% | 86,895 | -443 | -0.51% | $9,351,618 |
Showing 30 of 237 holdings in the latest reporting period.