StockDriftsStockDriftsTop 50 Patriot Financial Group Insurance Agency LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 2.78% | 37.9K | $29.0M | +20.50%(+6.45K) | $572.05(+34.61%) | 2026-09-30 | |
| AAPL | APPLE INC | 2.61% | 82.0K | $27.3M | -7.56%(-6.71K) | $183.08(+87.32%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 2.61% | 53.2K | $27.3M | +1.22%(+641) | $359.18(+48.54%) | 2026-09-30 | |
| NVDA | NVIDIA CORPORATION | 2.4% | 109.9K | $25.1M | -5.58%(-6.50K) | $115.55(+87.88%) | 2026-09-30 | |
| VOO | VANGUARD INDEX FDS | 2.18% | 32.5K | $22.8M | +17.96%(+4.95K) | $552.19(+27.60%) | 2026-09-30 | |
| GOOG | ALPHABET INC | 1.83% | 56.2K | $19.1M | +3.91%(+2.11K) | $229.91(+47.96%) | 2026-09-30 | |
| DYNF | BLACKROCK ETF TRUST | 1.65% | 249.0K | $17.2M | +2.92%(+7.07K) | $55.43(+24.42%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 1.56% | 65.3K | $16.3M | +8.11%(+4.90K) | $191.29(+37.20%) | 2026-09-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 1.37% | 28.8K | $14.3M | +7.11%(+1.91K) | $435.30(+22.27%) | 2026-09-30 | |
| SPYM | SPDR SERIES TRUST | 1.32% | 154.3K | $13.8M | +2.26%(+3.41K) | $65.13(+38.55%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +20.10% | +73.25% | +10.72% | +66.37% |
| Top 20 Holdings Unweighted | +19.13% | +69.07% | +9.98% | +60.93% |
Patriot Financial Group Insurance Agency LLC reports $1.05B in US-listed equity holdings across 497 positions in its most recent 13F filing. Its largest disclosed positions are IVV (2.8%), AAPL (2.6%) and MSFT (2.6%). The top 20 holdings account for 30.5% of reported assets. Its disclosed equity book has returned +73.25% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Patriot Financial Group Insurance Agency LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1694883). View Patriot Financial Group Insurance Agency LLC’s 13F filings on SEC