PATRIOT INVESTMENT MANAGEMENT GROUP, INC. Q3 2025 Filing
Filed October 15, 2025
Portfolio Value
$1.5T
Holdings
242
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (242 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VTIVANGUARD INDEX FDS | 1,462,759 | $480.0B | 31.31% | |
| 2 | BNDVANGUARD BD INDEX FDS | 1,705,220 | $126.8B | 8.27% | |
| 3 | VEAVANGUARD TAX-MANAGED FDS | 1,351,580 | $81.0B | 5.28% | |
| 4 | VCITVANGUARD SCOTTSDALE FDS | 775,555 | $65.2B | 4.26% | |
| 5 | VEUVANGUARD INTL EQUITY INDEX F | 846,486 | $60.4B | 3.94% | |
| 6 | VWOVANGUARD INTL EQUITY INDEX F | 912,904 | $49.5B | 3.23% | |
| 7 | VCSHVANGUARD SCOTTSDALE FDS | 477,368 | $38.2B | 2.49% | |
| 8 | SPSMSPDR SERIES TRUST | 769,539 | $35.6B | 2.33% | |
| 9 | SCHBSCHWAB STRATEGIC TR | 1,057,006 | $27.2B | 1.77% | |
| 10 | VBVANGUARD INDEX FDS | 98,300 | $25.0B | 1.63% | |
| 11 | VNQVANGUARD INDEX FDS | 233,650 | $21.4B | 1.39% | |
| 12 | AGGISHARES TR | 197,903 | $19.8B | 1.29% | |
| 13 | VPUVANGUARD WORLD FD | 92,401 | $17.5B | 1.14% | |
| 14 | VYMVANGUARD WHITEHALL FDS | 121,638 | $17.1B | 1.12% | |
| 15 | VOVANGUARD INDEX FDS | 56,644 | $16.6B | 1.09% | |
| 16 | VDCVANGUARD WORLD FD | 77,516 | $16.6B | 1.08% | |
| 17 | VGSHVANGUARD SCOTTSDALE FDS | 249,724 | $14.7B | 0.96% | |
| 18 | VIGVANGUARD SPECIALIZED FUNDS | 63,946 | $13.8B | 0.90% | |
| 19 | BNDXVANGUARD CHARLOTTE FDS | 256,138 | $12.7B | 0.83% | |
| 20 | IVVISHARES TR | 18,866 | $12.6B | 0.82% | |
| 21 | SCHFSCHWAB STRATEGIC TR | 512,308 | $11.9B | 0.78% | |
| 22 | VVVANGUARD INDEX FDS | 37,163 | $11.4B | 0.75% | |
| 23 | IEMGISHARES INC | 161,980 | $10.7B | 0.70% | |
| 24 | IGSBISHARES TR | 187,107 | $9.9B | 0.65% | |
| 25 | AQLTISHARES TR | 110,123 | $9.6B | 0.63% | |
| 26 | AAPLAPPLE INC | 37,734 | $9.6B | 0.63% | |
| 27 | SCHXSCHWAB STRATEGIC TR | 361,003 | $9.5B | 0.62% | |
| 28 | SCHMSCHWAB STRATEGIC TR | 303,670 | $9.0B | 0.59% | |
| 29 | SCHASCHWAB STRATEGIC TR | 316,540 | $8.8B | 0.58% | |
| 30 | ITOTISHARES TR | 60,220 | $8.8B | 0.57% | |
| 31 | MUBISHARES TR | 79,119 | $8.4B | 0.55% | |
| 32 | SHYISHARES TR | 88,097 | $7.3B | 0.48% | |
| 33 | IDEVISHARES TR | 90,044 | $7.2B | 0.47% | |
| 34 | SCHDSCHWAB STRATEGIC TR | 251,574 | $6.9B | 0.45% | |
| 35 | IVWISHARES TR | 53,147 | $6.4B | 0.42% | |
| 36 | NVDANVIDIA CORPORATION | 33,301 | $6.2B | 0.41% | |
| 37 | BSVVANGUARD BD INDEX FDS | 78,374 | $6.2B | 0.40% | |
| 38 | VIOOVANGUARD ADMIRAL FDS INC | 52,273 | $5.8B | 0.38% | |
| 39 | IGIBISHARES TR | 106,624 | $5.8B | 0.38% | |
| 40 | NDQINVESCO QQQ TR | 9,192 | $5.5B | 0.36% | |
| 41 | SCHESCHWAB STRATEGIC TR | 164,692 | $5.5B | 0.36% | |
| 42 | VTEBVANGUARD MUN BD FDS | 99,736 | $5.0B | 0.33% | |
| 43 | MSFTMICROSOFT CORP | 9,094 | $4.7B | 0.31% | |
| 44 | MIGASTRATEGY INC | 14,465 | $4.7B | 0.30% | |
| 45 | BRK-BBERKSHIRE HATHAWAY INC DEL | 6 | $4.5B | 0.30% | |
| 46 | VGTVANGUARD WORLD FD | 5,950 | $4.4B | 0.29% | |
| 47 | VOOVANGUARD INDEX FDS | 7,008 | $4.3B | 0.28% | |
| 48 | SCHCSCHWAB STRATEGIC TR | 87,823 | $4.0B | 0.26% | |
| 49 | IAU*ISHARES GOLD TR | 51,839 | $3.8B | 0.25% | |
| 50 | SPDWSPDR INDEX SHS FDS | 84,206 | $3.6B | 0.24% | |
| 51 | SCHZSCHWAB STRATEGIC TR | 143,729 | $3.4B | 0.22% | |
| 52 | ESGVVANGUARD WORLD FD | 28,083 | $3.3B | 0.22% | |
| 53 | VOTVANGUARD INDEX FDS | 10,965 | $3.2B | 0.21% | |
| 54 | MLPXGLOBAL X FDS | 47,699 | $3.0B | 0.20% | |
| 55 | SPYSPDR S&P 500 ETF TR | 4,488 | $3.0B | 0.20% | |
| 56 | VXUSVANGUARD STAR FDS | 40,277 | $3.0B | 0.19% | |
| 57 | USMVISHARES TR | 29,572 | $2.8B | 0.18% | |
| 58 | VSSVANGUARD INTL EQUITY INDEX F | 19,306 | $2.8B | 0.18% | |
| 59 | HDHOME DEPOT INC | 6,557 | $2.7B | 0.17% | |
| 60 | VBRVANGUARD INDEX FDS | 12,123 | $2.5B | 0.17% | |
| 61 | PNFPPINNACLE FINL PARTNERS INC | 25,794 | $2.4B | 0.16% | |
| 62 | AMZNAMAZON COM INC | 10,839 | $2.4B | 0.16% | |
| 63 | IAGGISHARES TR | 43,211 | $2.2B | 0.14% | |
| 64 | VWOBVANGUARD WHITEHALL FDS | 32,980 | $2.2B | 0.14% | |
| 65 | VCRBVANGUARD MALVERN FDS | 27,648 | $2.2B | 0.14% | |
| 66 | RSPINVESCO EXCHANGE TRADED FD T | 11,151 | $2.1B | 0.14% | |
| 67 | IUSBISHARES TR | 43,967 | $2.1B | 0.13% | |
| 68 | JNJJOHNSON & JOHNSON | 10,982 | $2.0B | 0.13% | |
| 69 | USHYISHARES TR | 52,915 | $2.0B | 0.13% | |
| 70 | TSLATESLA INC | 4,428 | $2.0B | 0.13% | |
| 71 | IJRISHARES TR | 16,558 | $2.0B | 0.13% | |
| 72 | SCHHSCHWAB STRATEGIC TR | 90,958 | $2.0B | 0.13% | |
| 73 | JPMJPMORGAN CHASE & CO. | 6,183 | $2.0B | 0.13% | |
| 74 | IVEISHARES TR | 9,237 | $1.9B | 0.12% | |
| 75 | GDXVANECK ETF TRUST | 23,345 | $1.8B | 0.12% | |
| 76 | XOMEXXON MOBIL CORP | 15,756 | $1.8B | 0.12% | |
| 77 | VTVVANGUARD INDEX FDS | 9,362 | $1.7B | 0.11% | |
| 78 | AQLTISHARES TR | 11,947 | $1.7B | 0.11% | |
| 79 | IWMISHARES TR | 6,952 | $1.7B | 0.11% | |
| 80 | VXFVANGUARD INDEX FDS | 7,940 | $1.7B | 0.11% | |
| 81 | SPSBSPDR SERIES TRUST | 54,257 | $1.6B | 0.11% | |
| 82 | HDVISHARES TR | 13,259 | $1.6B | 0.11% | |
| 83 | TANINVESCO EXCH TRADED FD TR II | 36,654 | $1.6B | 0.10% | |
| 84 | DGROISHARES TR | 23,478 | $1.6B | 0.10% | |
| 85 | IXNISHARES TR | 14,957 | $1.5B | 0.10% | |
| 86 | WMTWALMART INC | 14,331 | $1.5B | 0.10% | |
| 87 | VOEVANGUARD INDEX FDS | 8,400 | $1.5B | 0.10% | |
| 88 | VTVANGUARD INTL EQUITY INDEX F | 10,565 | $1.5B | 0.09% | |
| 89 | VDEVANGUARD WORLD FD | 11,462 | $1.4B | 0.09% | |
| 90 | VUGVANGUARD INDEX FDS | 2,973 | $1.4B | 0.09% | |
| 91 | MCIBARINGS CORPORATE INVS | 68,100 | $1.4B | 0.09% | |
| 92 | AMGNAMGEN INC | 4,945 | $1.4B | 0.09% | |
| 93 | XLRESELECT SECTOR SPDR TR | 32,854 | $1.4B | 0.09% | |
| 94 | XLUSELECT SECTOR SPDR TR | 15,519 | $1.4B | 0.09% | |
| 95 | CATCATERPILLAR INC | 2,750 | $1.3B | 0.09% | |
| 96 | IBBISHARES TR | 9,076 | $1.3B | 0.09% | |
| 97 | IWRISHARES TR | 13,484 | $1.3B | 0.08% | |
| 98 | EMBISHARES TR | 13,610 | $1.3B | 0.08% | |
| 99 | IYWISHARES TR | 6,557 | $1.3B | 0.08% | |
| 100 | USIGISHARES TR | 24,358 | $1.3B | 0.08% |
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