Patriot Financial Group Insurance Agency, LLC: 13F holdings
CIK 16948832026Q2
| Positions | 489 |
|---|
| Reported value | $974.0m |
|---|
| Filed | 2026-07-16 |
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Change since last quarter
| Positions | 489 (-204 vs prior quarter) |
|---|
| Reported value | $974.0m (-45.1%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| AAPL APPLE INC | 88,697 | $25.7m | 2.6% |
| IVV ISHARES TR | 31,461 | $23.6m | 2.4% |
| NVDA NVIDIA CORPORATION | 116,374 | $23.3m | 2.4% |
| MSFT MICROSOFT CORP | 52,519 | $19.6m | 2.0% |
| GOOG ALPHABET INC | 54,042 | $19.1m | 2.0% |
| VOO VANGUARD INDEX FDS | 27,559 | $18.9m | 1.9% |
| DYNF BLACKROCK ETF TRUST | 241,924 | $16.5m | 1.7% |
| AMZN AMAZON COM INC | 60,390 | $14.4m | 1.5% |
| BRK-B BERKSHIRE HATHAWAY INC DEL | 26,864 | $13.4m | 1.4% |
| SPYM SPDR SERIES TRUST | 150,877 | $13.3m | 1.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1694883")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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