Patriot Investment Management Group, Inc. holds a focused book of 240 stocks worth $1.7B as of Q2 2026 (disclosed Jul 15, 2026, a ~15-day 13F lag). This quarter they opened Intel Corp and trimmed Vanguard Ftse All-World Ex-U. Their largest long position is Vanguard Total Stock MKT ETF at 31% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
5% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Patriot Investment Management Group, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 80 / 80 | $437.6B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $409.7B |
| JPMORGAN CHASE & CO | 80 / 80 | $367.8B |
| GOLDMAN SACHS GROUP INC | 80 / 80 | $184.9B |
| WELLS FARGO & COMPANY/MN | 80 / 80 | $165.0B |
| ENVESTNET ASSET MANAGEMENT INC | 80 / 80 | $126.9B |
| ROYAL BANK OF CANADA | 80 / 80 | $116.8B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $99.3B |
Ranked by the share of each fund's own book sitting in the names it shares with Patriot Investment Management Group, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Index FDS TOTAL STK MKT | $543.1M | 1.47M | 31.5% | ▲+0.1% Added · +1K sh | |
| 2 | Vanguard BD Index FDS TOTAL BND MRKT | $142.8M | 1.95M | 8.3% | ▲+3.0% Added · +56K sh | |
| 3 | Vanguard Tax-Managed FDS VAN FTSE DEV MKT | $99.4M | 1.39M | 5.8% | ▲+1.0% Added · +14K sh | |
| 4 | Vanguard Scottsdale FDS INT-TERM CORP | $70.5M | 852.7K | 4.1% | ▲+1.8% Added · +15K sh | |
| 5 | Vanguard Intl Equity Index F ALLWRLD EX US | $66.1M | 789.2K | 3.8% | ▼−0.3% Reduced · −3K sh | |
| 6 | Vanguard Intl Equity Index F FTSE EMR MKT ETF | $55.8M | 935.1K | 3.2% | ▲+1.1% Added · +10K sh | |
| 7 | SPDR Series Trust ST STR SP600 SML | $48.1M | 834.0K | 2.8% | ▲+3.0% Added · +24K sh | |
| 8 | Vanguard Scottsdale FDS SHRT TRM CORP BD | $41.2M | 521.5K | 2.4% | ▲+2.7% Added · +14K sh | |
| 9 | Vanguard Index FDS SMALL CP ETF | $29.9M | 98.7K | 1.7% | ▼−0.7% Reduced · −713 sh | |
| 10 | Schwab Strategic TR US BRD MKT ETF | $29.1M | 1.00M | 1.7% | ▼−1.7% Reduced · −18K sh | |
| 11 | Vanguard Index FDS REAL ESTATE ETF | $24.8M | 256.8K | 1.4% | ▲+3.3% Added · +8K sh | |
| 12 | Ishares TR CORE US AGGBD ET | $19.9M | 200.7K | 1.2% | ▲+0.5% Added · +967 sh | |
| 13 | Ishares TR CORE S&P500 ETF | $18.9M | 25.2K | 1.1% | ▼−0.1% Reduced · −20 sh | |
| 14 | Vanguard Scottsdale FDS SHORT TERM TREAS | $18.3M | 313.6K | 1.1% | ▲+11% Added · +31K sh | |
| 15 | Vanguard World FD UTILITIES ETF | $17.7M | 90.5K | 1.0% | ▼−0.6% Reduced · −591 sh | |
| 16 | Vanguard Index FDS MID CAP ETF | $16.7M | 207.3K | 1.0% | ▲+292% Added · +154K sh | |
| 17 | Vanguard Whitehall FDS HIGH DIV YLD | $16.1M | 101.8K | 0.9% | ▼−1.8% Reduced · −2K sh | |
| 18 | State STR SPDR S&P 500 ETF T TR UNIT | $15.8M | 21.2K | 0.9% | ▼−0.5% Reduced · −100 sh | |
| 19 | Vanguard World FD CONSUM STP ETF | $15.3M | 67.7K | 0.9% | ▼−2.0% Reduced · −1K sh | |
| 20 | Vanguard Charlotte FDS TOTAL INT BD ETF | $14.4M | 297.3K | 0.8% | ▲+2.5% Added · +7K sh | |
| 21 | Schwab Strategic TR INTL EQTY ETF | $13.5M | 488.6K | 0.8% | ▼−0.5% Reduced · −2K sh | |
| 22 | Vanguard Specialized Funds DIV APP ETF | $13.5M | 57.2K | 0.8% | ▼−1.3% Reduced · −749 sh | |
| 23 | Ishares Inc CORE MSCI EMKT | $13.3M | 160.1K | 0.8% | ▼−2.1% Reduced · −3K sh | |
| 24 | Apple Inc COM | $12.2M | 42.2K | 0.7% | ▲+18% Added · +6K sh | |
| 25 | Vanguard Index FDS LARGE CAP ETF | $12.1M | 35.3K | 0.7% | ▼−4.0% Reduced · −1K sh | |
| 26 | Schwab Strategic TR US SML CAP ETF | $10.3M | 286.4K | 0.6% | ▼−4.2% Reduced · −13K sh | |
| 27 | Schwab Strategic TR US MID-CAP ETF | $10.3M | 280.5K | 0.6% | ▼−0.1% Reduced · −186 sh | |
| 28 | Ishares TR CORE MSCI EAFE | $9.8M | 101.7K | 0.6% | ▲~0% Added · +34 sh | |
| 29 | Ishares TR ISHS 1-5YR INVS | $9.8M | 187.2K | 0.6% | ▲+0.3% Added · +584 sh | |
| 30 | Ishares TR NATIONAL MUN ETF | $9.4M | 86.9K | 0.5% | ▼−0.5% Reduced · −443 sh | |
| 31 | Ishares TR CORE S&P TTL STK | $8.9M | 54.1K | 0.5% | ▼−8.2% Reduced · −5K sh | |
| 32 | Schwab Strategic TR US LRG CAP ETF | $8.9M | 300.9K | 0.5% | ▼−1.4% Reduced · −4K sh | |
| 33 | Ishares TR CORE MSCI INTL | $7.6M | 85.2K | 0.4% | ▼−3.5% Reduced · −3K sh | |
| 34 | Schwab Strategic TR US DIVIDEND EQ | $7.4M | 234.0K | 0.4% | ▼−3.5% Reduced · −8K sh | |
| 35 | Vanguard Admiral FDS Inc SMLLCP 600 IDX | $7.0M | 50.9K | 0.4% | ▲+0.2% Added · +93 sh | |
| 36 | Ishares TR 1 3 YR TREAS BD | $6.9M | 84.4K | 0.4% | ▼−1.6% Reduced · −1K sh | |
| 37 | Ishares TR S&P 500 GRWT ETF | $6.8M | 49.7K | 0.4% | ▼−0.5% Reduced · −258 sh | |
| 38 | Invesco QQQ TR UNIT SER 1 | $6.8M | 9.2K | 0.4% | ▼−5.3% Reduced · −510 sh | |
| 39 | Ishares TR ISHS 5-10YR INVT | $6.2M | 116.7K | 0.4% | ▲+1.9% Added · +2K sh | |
| 40 | Vanguard BD Index FDS SHORT TRM BOND | $6.0M | 77.7K | 0.4% | ▼−15% Reduced · −13K sh | |
| 41 | Vanguard Mun BD FDS TAX EXEMPT BD | $6.0M | 118.0K | 0.3% | ▲+4.7% Added · +5K sh | |
| 42 | Schwab Strategic TR EMRG MKTEQ ETF | $5.8M | 159.1K | 0.3% | ▲+0.2% Added · +333 sh | |
| 43 | Vanguard World FD INF TECH ETF | $5.6M | 47.0K | 0.3% | ▲+700% Added · +41K sh | |
| 44 | Nvidia Corporation COM | $5.5M | 27.4K | 0.3% | ▼−15% Reduced · −5K sh | |
| 45 | Vanguard Index FDS S&P 500 ETF SHS | $4.9M | 7.1K | 0.3% | ▼−1.3% Reduced · −95 sh | |
| 46 | Berkshire Hathaway Inc Del CL A | $4.5M | 6 | 0.3% | —Held | |
| 47 | SPDR Index SHS FDS ST STR PO EX ETF | $4.3M | 84.5K | 0.2% | ▲+0.1% Added · +127 sh | |
| 48 | Schwab Strategic TR INTL SCEQT ETF | $3.8M | 78.7K | 0.2% | ▼−2.0% Reduced · −2K sh | |
| 49 | Vanguard World FD ESG US STK ETF | $3.6M | 27.1K | 0.2% | ▲+0.3% Added · +81 sh | |
| 50 | Vanguard Star FDS VG TL INTL STK F | $3.5M | 41.4K | 0.2% | ▲+1.6% Added · +646 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1773830/holdings"
Use Arkolith to show PATRIOT INVESTMENT MANAGEMENT GROUP, INC.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 15, 2026 | 240 | $1.7B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 14, 2026 | 236 | $1.6B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 23, 2026 | 243 | $1.6B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 15, 2025 | 242 | $1.5B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 15, 2025 | 244 | $1.4B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 16, 2025 | 226 | $1.3B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 21, 2025 | 234 | $1.3B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 11, 2024 | 237 | $1.4B | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.