PATRIOT INVESTMENT MANAGEMENT GROUP, INC. Q2 2025 Filing
Filed July 15, 2025
Portfolio Value
$1.4T
Holdings
244
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (244 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VTIVANGUARD INDEX FDS | 1,460,097 | $443.8B | 30.72% | |
| 2 | BNDVANGUARD BD INDEX FDS | 1,641,785 | $120.9B | 8.37% | |
| 3 | VEAVANGUARD TAX-MANAGED FDS | 1,325,529 | $75.6B | 5.23% | |
| 4 | VCITVANGUARD SCOTTSDALE FDS | 751,904 | $62.3B | 4.32% | |
| 5 | VEUVANGUARD INTL EQUITY INDEX F | 867,006 | $58.3B | 4.03% | |
| 6 | VWOVANGUARD INTL EQUITY INDEX F | 894,697 | $44.3B | 3.06% | |
| 7 | VCSHVANGUARD SCOTTSDALE FDS | 457,889 | $36.4B | 2.52% | |
| 8 | SPSMSPDR SERIES TRUST | 736,144 | $31.4B | 2.17% | |
| 9 | SCHBSCHWAB STRATEGIC TR | 1,064,255 | $25.4B | 1.76% | |
| 10 | VBVANGUARD INDEX FDS | 99,349 | $23.5B | 1.63% | |
| 11 | VNQVANGUARD INDEX FDS | 226,989 | $20.2B | 1.40% | |
| 12 | AGGISHARES TR | 192,482 | $19.1B | 1.32% | |
| 13 | VDCVANGUARD WORLD FD | 78,643 | $17.2B | 1.19% | |
| 14 | VPUVANGUARD WORLD FD | 93,795 | $16.6B | 1.15% | |
| 15 | VYMVANGUARD WHITEHALL FDS | 122,366 | $16.3B | 1.13% | |
| 16 | VOVANGUARD INDEX FDS | 58,058 | $16.2B | 1.12% | |
| 17 | VGSHVANGUARD SCOTTSDALE FDS | 237,605 | $14.0B | 0.97% | |
| 18 | VIGVANGUARD SPECIALIZED FUNDS | 65,215 | $13.3B | 0.92% | |
| 19 | IVVISHARES TR | 19,471 | $12.1B | 0.84% | |
| 20 | BNDXVANGUARD CHARLOTTE FDS | 241,640 | $12.0B | 0.83% | |
| 21 | SCHFSCHWAB STRATEGIC TR | 523,538 | $11.6B | 0.80% | |
| 22 | VVVANGUARD INDEX FDS | 37,421 | $10.7B | 0.74% | |
| 23 | IGSBISHARES TR | 190,537 | $10.1B | 0.70% | |
| 24 | IEMGISHARES INC | 163,466 | $9.8B | 0.68% | |
| 25 | AQLTISHARES TR | 112,384 | $9.4B | 0.65% | |
| 26 | SCHXSCHWAB STRATEGIC TR | 366,285 | $9.0B | 0.62% | |
| 27 | SCHMSCHWAB STRATEGIC TR | 311,541 | $8.7B | 0.60% | |
| 28 | ITOTISHARES TR | 60,801 | $8.2B | 0.57% | |
| 29 | SCHASCHWAB STRATEGIC TR | 317,695 | $8.0B | 0.56% | |
| 30 | AAPLAPPLE INC | 37,246 | $7.6B | 0.53% | |
| 31 | SHYISHARES TR | 87,275 | $7.2B | 0.50% | |
| 32 | SCHDSCHWAB STRATEGIC TR | 260,128 | $6.9B | 0.48% | |
| 33 | MUBISHARES TR | 65,723 | $6.9B | 0.48% | |
| 34 | IDEVISHARES TR | 90,122 | $6.9B | 0.47% | |
| 35 | IVWISHARES TR | 59,307 | $6.5B | 0.45% | |
| 36 | BSVVANGUARD BD INDEX FDS | 78,320 | $6.2B | 0.43% | |
| 37 | IGIBISHARES TR | 109,290 | $5.8B | 0.40% | |
| 38 | ESGVVANGUARD WORLD FD | 50,298 | $5.5B | 0.38% | |
| 39 | NVDANVIDIA CORPORATION | 33,759 | $5.3B | 0.37% | |
| 40 | VIOOVANGUARD ADMIRAL FDS INC | 52,302 | $5.3B | 0.37% | |
| 41 | VTEBVANGUARD MUN BD FDS | 107,213 | $5.3B | 0.36% | |
| 42 | NDQINVESCO QQQ TR | 9,097 | $5.0B | 0.35% | |
| 43 | SCHESCHWAB STRATEGIC TR | 165,182 | $5.0B | 0.34% | |
| 44 | MIGAMICROSTRATEGY INC | 12,109 | $4.9B | 0.34% | |
| 45 | MSFTMICROSOFT CORP | 9,511 | $4.7B | 0.33% | |
| 46 | BRK-BBERKSHIRE HATHAWAY INC DEL | 6 | $4.4B | 0.30% | |
| 47 | VGTVANGUARD WORLD FD | 6,124 | $4.1B | 0.28% | |
| 48 | VOOVANGUARD INDEX FDS | 7,108 | $4.0B | 0.28% | |
| 49 | SCHCSCHWAB STRATEGIC TR | 89,810 | $3.8B | 0.26% | |
| 50 | IAU*ISHARES GOLD TR | 61,197 | $3.8B | 0.26% | |
| 51 | SCHZSCHWAB STRATEGIC TR | 148,688 | $3.5B | 0.24% | |
| 52 | SPDWSPDR INDEX SHS FDS | 84,206 | $3.4B | 0.24% | |
| 53 | VOTVANGUARD INDEX FDS | 10,972 | $3.1B | 0.22% | |
| 54 | MLPXGLOBAL X FDS | 47,290 | $3.0B | 0.21% | |
| 55 | SPYSPDR S&P 500 ETF TR | 4,658 | $2.9B | 0.20% | |
| 56 | PNFPPINNACLE FINL PARTNERS INC | 25,748 | $2.8B | 0.20% | |
| 57 | VXUSVANGUARD STAR FDS | 40,309 | $2.8B | 0.19% | |
| 58 | USMVISHARES TR | 29,461 | $2.8B | 0.19% | |
| 59 | VSSVANGUARD INTL EQUITY INDEX F | 19,277 | $2.6B | 0.18% | |
| 60 | AMZNAMAZON COM INC | 11,022 | $2.4B | 0.17% | |
| 61 | HDHOME DEPOT INC | 6,574 | $2.4B | 0.17% | |
| 62 | VBRVANGUARD INDEX FDS | 12,162 | $2.4B | 0.16% | |
| 63 | IAGGISHARES TR | 42,725 | $2.2B | 0.15% | |
| 64 | VWOBVANGUARD WHITEHALL FDS | 33,004 | $2.2B | 0.15% | |
| 65 | VCRBVANGUARD MALVERN FDS | 27,393 | $2.1B | 0.15% | |
| 66 | IUSBISHARES TR | 43,951 | $2.0B | 0.14% | |
| 67 | RSPINVESCO EXCHANGE TRADED FD T | 11,125 | $2.0B | 0.14% | |
| 68 | SCHHSCHWAB STRATEGIC TR | 90,368 | $1.9B | 0.13% | |
| 69 | IJRISHARES TR | 16,824 | $1.8B | 0.13% | |
| 70 | IVEISHARES TR | 9,237 | $1.8B | 0.12% | |
| 71 | JPMJPMORGAN CHASE & CO. | 6,197 | $1.8B | 0.12% | |
| 72 | USHYISHARES TR | 47,504 | $1.8B | 0.12% | |
| 73 | XOMEXXON MOBIL CORP | 15,996 | $1.7B | 0.12% | |
| 74 | JNJJOHNSON & JOHNSON | 11,006 | $1.7B | 0.12% | |
| 75 | IYWISHARES TR | 9,576 | $1.7B | 0.11% | |
| 76 | VTVVANGUARD INDEX FDS | 9,356 | $1.7B | 0.11% | |
| 77 | SPSBSPDR SERIES TRUST | 54,534 | $1.6B | 0.11% | |
| 78 | AQLTISHARES TR | 12,072 | $1.6B | 0.11% | |
| 79 | VXFVANGUARD INDEX FDS | 8,084 | $1.6B | 0.11% | |
| 80 | HDVISHARES TR | 13,259 | $1.6B | 0.11% | |
| 81 | IWMISHARES TR | 6,993 | $1.5B | 0.10% | |
| 82 | DGROISHARES TR | 23,478 | $1.5B | 0.10% | |
| 83 | MCIBARINGS CORPORATE INVS | 68,100 | $1.5B | 0.10% | |
| 84 | TSLATESLA INC | 4,517 | $1.4B | 0.10% | |
| 85 | DEDEERE & CO | 2,786 | $1.4B | 0.10% | |
| 86 | AMGNAMGEN INC | 5,069 | $1.4B | 0.10% | |
| 87 | WMTWALMART INC | 14,350 | $1.4B | 0.10% | |
| 88 | IXNISHARES TR | 15,157 | $1.4B | 0.10% | |
| 89 | VOEVANGUARD INDEX FDS | 8,412 | $1.4B | 0.10% | |
| 90 | VDEVANGUARD WORLD FD | 11,543 | $1.4B | 0.10% | |
| 91 | VTVANGUARD INTL EQUITY INDEX F | 10,564 | $1.4B | 0.09% | |
| 92 | VUGVANGUARD INDEX FDS | 3,086 | $1.4B | 0.09% | |
| 93 | XLRESELECT SECTOR SPDR TR | 32,109 | $1.3B | 0.09% | |
| 94 | EMBISHARES TR | 13,787 | $1.3B | 0.09% | |
| 95 | USIGISHARES TR | 24,642 | $1.3B | 0.09% | |
| 96 | XLUSELECT SECTOR SPDR TR | 15,519 | $1.3B | 0.09% | |
| 97 | TANINVESCO EXCH TRADED FD TR II | 36,654 | $1.3B | 0.09% | |
| 98 | IWRISHARES TR | 13,484 | $1.2B | 0.09% | |
| 99 | SDYSPDR SERIES TRUST | 9,060 | $1.2B | 0.09% | |
| 100 | GDXVANECK ETF TRUST | 23,345 | $1.2B | 0.08% |
Page 1 of 3Next