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Patriot Financial Group Insurance Agency, LLC

Q2 2026 13F Holdings

  • Location
    westborough, MA
  • Num holdings

    491

  • Value ($000)

    $974,000

  • Date Filed
    07/16/2026
  • Form type
    13F-HR
  • CIK
    0001694883
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2026 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
A
AAPL

APPLE INC

COM
037833100
$25.66M
3 %

88,697

I
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$23.56M
2 %

31,461

N
NVDA

NVIDIA CORPORATION

COM
67066G104
$23.29M
2 %

116,374

M
MSFT

MICROSOFT CORP

COM
594918104
$19.61M
2 %

52,519

G
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$19.09M
2 %

54,042

V
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$18.93M
2 %

27,559

D
DYNF

BLACKROCK ETF TRUST

ISHARES US EQUIT
09290C103
$16.45M
2 %

241,924

A
AMZN

AMAZON COM INC

COM
023135106
$14.4M
2 %

60,390

B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$13.44M
1 %

26,864

K
KRE

SPDR SERIES TRUST

ST STR P500ETF
78464A854
$13.26M
1 %

150,877

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