PATRIOT INVESTMENT MANAGEMENT GROUP, INC. Q4 2025 Filing
Filed January 23, 2026
Portfolio Value
$1.6B
Holdings
243
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (243 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VTIVANGUARD INDEX FDS | 1,469,102 | $492.5M | 31.23% | |
| 2 | BNDVANGUARD BD INDEX FDS | 1,781,109 | $131.9M | 8.36% | |
| 3 | VEAVANGUARD TAX-MANAGED FDS | 1,382,059 | $86.3M | 5.47% | |
| 4 | VCITVANGUARD SCOTTSDALE FDS | 805,609 | $67.5M | 4.28% | |
| 5 | VEUVANGUARD INTL EQUITY INDEX F | 836,435 | $61.5M | 3.90% | |
| 6 | VWOVANGUARD INTL EQUITY INDEX F | 918,759 | $49.4M | 3.13% | |
| 7 | VCSHVANGUARD SCOTTSDALE FDS | 492,687 | $39.3M | 2.49% | |
| 8 | SPSMSPDR SERIES TRUST | 790,099 | $37.0M | 2.35% | |
| 9 | SCHBSCHWAB STRATEGIC TR | 1,056,993 | $27.7M | 1.76% | |
| 10 | VBVANGUARD INDEX FDS | 101,104 | $26.1M | 1.65% | |
| 11 | VNQVANGUARD INDEX FDS | 243,968 | $21.6M | 1.37% | |
| 12 | AGGISHARES TR | 198,307 | $19.8M | 1.26% | |
| 13 | IVVISHARES TR | 25,196 | $17.3M | 1.09% | |
| 14 | VPUVANGUARD WORLD FD | 93,167 | $17.2M | 1.09% | |
| 15 | VGSHVANGUARD SCOTTSDALE FDS | 263,556 | $15.5M | 0.98% | |
| 16 | VOVANGUARD INDEX FDS | 53,028 | $15.4M | 0.98% | |
| 17 | VYMVANGUARD WHITEHALL FDS | 105,497 | $15.1M | 0.96% | |
| 18 | VDCVANGUARD WORLD FD | 69,449 | $14.7M | 0.93% | |
| 19 | SPYSPDR S&P 500 ETF TR | 21,250 | $14.5M | 0.92% | |
| 20 | BNDXVANGUARD CHARLOTTE FDS | 275,998 | $13.3M | 0.85% | |
| 21 | VIGVANGUARD SPECIALIZED FUNDS | 58,334 | $12.8M | 0.81% | |
| 22 | SCHFSCHWAB STRATEGIC TR | 507,808 | $12.2M | 0.77% | |
| 23 | VVVANGUARD INDEX FDS | 37,058 | $11.7M | 0.74% | |
| 24 | IEMGISHARES INC | 167,286 | $11.2M | 0.71% | |
| 25 | AAPLAPPLE INC | 37,241 | $10.1M | 0.64% | |
| 26 | IGSBISHARES TR | 186,418 | $9.9M | 0.62% | |
| 27 | AQLTISHARES TR | 108,778 | $9.7M | 0.62% | |
| 28 | MUBISHARES TR | 86,825 | $9.3M | 0.59% | |
| 29 | ITOTISHARES TR | 60,239 | $9.0M | 0.57% | |
| 30 | SCHASCHWAB STRATEGIC TR | 311,162 | $8.9M | 0.56% | |
| 31 | SCHMSCHWAB STRATEGIC TR | 290,220 | $8.7M | 0.55% | |
| 32 | SCHXSCHWAB STRATEGIC TR | 304,560 | $8.2M | 0.52% | |
| 33 | IDEVISHARES TR | 91,244 | $7.5M | 0.48% | |
| 34 | SHYISHARES TR | 85,027 | $7.0M | 0.45% | |
| 35 | NVDANVIDIA CORPORATION | 36,303 | $6.8M | 0.43% | |
| 36 | SCHDSCHWAB STRATEGIC TR | 242,594 | $6.7M | 0.42% | |
| 37 | IGIBISHARES TR | 116,367 | $6.3M | 0.40% | |
| 38 | BSVVANGUARD BD INDEX FDS | 78,645 | $6.2M | 0.39% | |
| 39 | IVWISHARES TR | 50,112 | $6.2M | 0.39% | |
| 40 | NDQINVESCO QQQ TR | 9,441 | $5.8M | 0.37% | |
| 41 | VIOOVANGUARD ADMIRAL FDS INC | 52,103 | $5.8M | 0.37% | |
| 42 | SCHESCHWAB STRATEGIC TR | 163,469 | $5.4M | 0.34% | |
| 43 | VTEBVANGUARD MUN BD FDS | 101,087 | $5.1M | 0.32% | |
| 44 | MSFTMICROSOFT CORP | 9,368 | $4.5M | 0.29% | |
| 45 | BRK-BBERKSHIRE HATHAWAY INC DEL | 6 | $4.5M | 0.29% | |
| 46 | VGTVANGUARD WORLD FD | 5,950 | $4.5M | 0.28% | |
| 47 | VOOVANGUARD INDEX FDS | 7,141 | $4.5M | 0.28% | |
| 48 | IAU*ISHARES GOLD TR | 46,769 | $3.8M | 0.24% | |
| 49 | SCHCSCHWAB STRATEGIC TR | 83,368 | $3.8M | 0.24% | |
| 50 | SPDWSPDR INDEX SHS FDS | 84,361 | $3.7M | 0.24% | |
| 51 | ESGVVANGUARD WORLD FD | 27,959 | $3.4M | 0.21% | |
| 52 | SCHZSCHWAB STRATEGIC TR | 142,331 | $3.3M | 0.21% | |
| 53 | VOTVANGUARD INDEX FDS | 10,965 | $3.1M | 0.19% | |
| 54 | VXUSVANGUARD STAR FDS | 40,389 | $3.0M | 0.19% | |
| 55 | MLPXGLOBAL X FDS | 45,454 | $2.8M | 0.17% | |
| 56 | USMVISHARES TR | 28,669 | $2.7M | 0.17% | |
| 57 | VSSVANGUARD INTL EQUITY INDEX F | 18,678 | $2.7M | 0.17% | |
| 58 | IUSBISHARES TR | 55,387 | $2.6M | 0.16% | |
| 59 | VBRVANGUARD INDEX FDS | 12,125 | $2.6M | 0.16% | |
| 60 | AMZNAMAZON COM INC | 10,861 | $2.5M | 0.16% | |
| 61 | HDHOME DEPOT INC | 6,701 | $2.3M | 0.15% | |
| 62 | JNJJOHNSON & JOHNSON | 10,838 | $2.2M | 0.14% | |
| 63 | MIGASTRATEGY INC | 14,538 | $2.2M | 0.14% | |
| 64 | VWOBVANGUARD WHITEHALL FDS | 32,575 | $2.2M | 0.14% | |
| 65 | RSPINVESCO EXCHANGE TRADED FD T | 11,171 | $2.1M | 0.14% | |
| 66 | VCRBVANGUARD MALVERN FDS | 27,078 | $2.1M | 0.13% | |
| 67 | IAGGISHARES TR | 42,150 | $2.1M | 0.13% | |
| 68 | JPMJPMORGAN CHASE & CO. | 6,400 | $2.1M | 0.13% | |
| 69 | GDXVANECK ETF TRUST | 23,371 | $2.0M | 0.13% | |
| 70 | IJRISHARES TR | 16,518 | $2.0M | 0.13% | |
| 71 | USHYISHARES TR | 53,048 | $2.0M | 0.13% | |
| 72 | TSLATESLA INC | 4,392 | $2.0M | 0.13% | |
| 73 | VTVVANGUARD INDEX FDS | 10,297 | $2.0M | 0.12% | |
| 74 | IVEISHARES TR | 9,237 | $2.0M | 0.12% | |
| 75 | SCHHSCHWAB STRATEGIC TR | 91,591 | $1.9M | 0.12% | |
| 76 | XOMEXXON MOBIL CORP | 15,446 | $1.9M | 0.12% | |
| 77 | TANINVESCO EXCH TRADED FD TR II | 36,654 | $1.8M | 0.11% | |
| 78 | EMBISHARES TR | 17,778 | $1.7M | 0.11% | |
| 79 | IWMISHARES TR | 6,952 | $1.7M | 0.11% | |
| 80 | AQLTISHARES TR | 11,947 | $1.7M | 0.11% | |
| 81 | DGROISHARES TR | 24,050 | $1.7M | 0.11% | |
| 82 | VXFVANGUARD INDEX FDS | 7,955 | $1.7M | 0.11% | |
| 83 | VOEVANGUARD INDEX FDS | 9,145 | $1.6M | 0.10% | |
| 84 | HDVISHARES TR | 13,259 | $1.6M | 0.10% | |
| 85 | SPSBSPDR SERIES TRUST | 53,257 | $1.6M | 0.10% | |
| 86 | AMGNAMGEN INC | 4,893 | $1.6M | 0.10% | |
| 87 | CATCATERPILLAR INC | 2,757 | $1.6M | 0.10% | |
| 88 | MDYSPDR S&P MIDCAP 400 ETF TR | 2,606 | $1.6M | 0.10% | |
| 89 | IBBISHARES TR | 9,076 | $1.5M | 0.10% | |
| 90 | IXNISHARES TR | 14,372 | $1.5M | 0.10% | |
| 91 | VTVANGUARD INTL EQUITY INDEX F | 10,511 | $1.5M | 0.09% | |
| 92 | VUGVANGUARD INDEX FDS | 2,974 | $1.4M | 0.09% | |
| 93 | VDEVANGUARD WORLD FD | 11,420 | $1.4M | 0.09% | |
| 94 | EFAISHARES TR | 14,247 | $1.4M | 0.09% | |
| 95 | XLUSELECT SECTOR SPDR TR | 31,038 | $1.3M | 0.08% | |
| 96 | IWRISHARES TR | 13,484 | $1.3M | 0.08% | |
| 97 | SMBKSMARTFINANCIAL INC | 34,938 | $1.3M | 0.08% | |
| 98 | XLRESELECT SECTOR SPDR TR | 31,547 | $1.3M | 0.08% | |
| 99 | USIGISHARES TR | 24,528 | $1.3M | 0.08% | |
| 100 | DEDEERE & CO | 2,713 | $1.3M | 0.08% |
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