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Patriot Financial Group Insurance Agency, LLC
Patriot Financial Group Insurance Agency, LLC is an independent investment adviser and insurance agency headquartered in Westborough, Massachusetts. Founded in 2011, the firm provides investment management, retirement planning, and insurance services primarily to individuals, high net worth clients, and pension/profit sharing plans. With an employee count of 64 as of 2025, Patriot Financial Group is registered with the SEC and has established itself as an institutional manager reporting quarterly 13F filings. The firm serves a diverse client base with a focus on personalized financial solutions.
Investment Strategy
Patriot Financial Group Insurance Agency, LLC manages diversified portfolios with a focus on large-cap equities, ETFs, and retirement-focused assets for individuals and pension plans. Their investment philosophy emphasizes asset allocation, risk management, and growth through strategic holdings such as core S&P 500 ETFs, value and growth ETFs, and leading technology stocks. The approach is both discretionary and tailored to client needs, with a heavy allocation to major U.S. equities and ETFs, reflecting a preference for broad market exposure and long-term performance.
Latest 13F Filing Activity
Patriot Financial Group Insurance Agency, LLC filed their most recent 13F report on Sep 30, 2025 disclosing 475 equity positions and 1 options positions with a total 13F market value of $781M. The fund increased holdings in Palantir Technologies Inc., Putnam Etf Trust, Vanguard Specialized Funds among other positions. Patriot Financial Group Insurance Agency, LLC reduced exposure to Ishares TR, Ishares TR, Ishares TR among others.
Top Holdings
Equity Positions (475)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 2.78% | $21.7M | 41,897 | $269.90 | $517.95 | +$1.1M |
I IVV | ISHARES TR | 2.65% | $20.7M | 30,934 | $429.14 | $669.30 | -$24.8M |
A AAPL | APPLE INC | 2.49% | $19.5M | 76,482 | $86.34 | $254.63 | +$3.3M |
N NVDA | NVIDIA CORPORATION | 2.20% | $17.2M | 91,934 | $21.93 | $186.58 | +$1.5M |
V VOO | VANGUARD INDEX FDS | 1.66% | $13.0M | 21,230 | $431.66 | $612.38 | +$22.8K |
Options Positions (1)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
S SNAP | SNAP INC | Bought | Call | $38.5K | 50 | $7.71 | $7.71 | +50 | +$38.5K |
Industry Allocation
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