account_balance
Investment manager · 13F filer · SEC CIK 1773830
Patriot Investment Management Group, Inc.
Reported value$1.73Bas of Sep 30, 2026
Positions236 6 new, 10 sold out
Top 10 weight64.6%VTI alone is 32%
FiledOct 1515 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VTIVanguard Index FDS
31.8%
BNDVanguard Bd Index FDS
7.8%
VEAVanguard Tax-Managed FDS
5.7%
VCITVanguard Scottsdale FDS
3.9%Added +2%
VEUVanguard Intl Equity Index F
3.8%
VWOVanguard Intl Equity Index F
3.2%
SPSMSPDR Series Trust
2.6%
VCSHVanguard Scottsdale FDS
2.4%
SCHBSchwab Strategic Tr
1.7%
VBVanguard Index FDS
1.6%
AGG1.4%
VNQ1.4%
VTIVanguard Index FDS
31.8%
BNDVanguard Bd Index FDS
7.8%
VEAVanguard Tax-Managed FDS
5.7%
VCITVanguard Scottsdale FDS
3.9%
VEUVanguard Intl Equity Index F
3.8%
VWOVanguard Intl Equity Index F
3.2%
SPSM2.6%
VCSH2.4%
SCHB
VB
AGG
VNQ
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VTI Vanguard Index FDS 31.8% Held
BND Vanguard Bd Index FDS 7.8% Held
VEA Vanguard Tax-Managed FDS 5.7% Held
VCIT Vanguard Scottsdale FDS 3.9% Added +2%
VEU Vanguard Intl Equity Index F 3.8% Held
VWO Vanguard Intl Equity Index F 3.2% Held
SPSM SPDR Series Trust 2.6% Held
VCSH Vanguard Scottsdale FDS 2.4% Held
SCHB Schwab Strategic Tr 1.7% Held
VB Vanguard Index FDS 1.6% Held
AGG iShares Tr 1.4% Added +31%
VNQ Vanguard Index FDS 1.4% Held
What changed
Biggest moves since Jun 30, 2026
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