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Patriot Investment Management Group, Inc.
Patriot Investment Management Group, Inc. is an SEC Registered Investment Advisory Firm providing professional wealth management services to individuals, corporations, foundations, and institutions.
Investment Strategy
Varied investment planning services including stocks, ETFs, mutual funds, and bonds
Latest 13F Filing Activity
Patriot Investment Management Group, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 242 equity positions with a total 13F market value of $2B. The fund increased holdings in Vanguard Index FDS, Vanguard BD Index FDS, Vanguard Tax-managed FDS among other positions. Patriot Investment Management Group, Inc. reduced exposure to Vanguard World FD, Vanguard World FD, Vanguard World FD among others.
Top Holdings
Equity Positions (242)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 31.31% | $480.0M | 1,462,759 | $190.95 | $328.17 | +$36.3M |
B BND | VANGUARD BD INDEX FDS | 8.27% | $126.8M | 1,705,220 | $80.06 | $74.37 | +$5.9M |
V VEA | VANGUARD TAX-MANAGED FDS | 5.28% | $81.0M | 1,351,580 | $43.42 | $59.92 | +$5.4M |
V VCIT | VANGUARD SCOTTSDALE FDS | 4.26% | $65.2M | 775,555 | $88.28 | $84.11 | +$2.9M |
V VEU | VANGUARD INTL EQUITY INDEX F | 3.94% | $60.4M | 846,486 | $57.02 | $71.37 | +$2.1M |
Industry Allocation
Investment Team (4)
| Name | Role | Location | |
|---|---|---|---|
 | Partner | Knoxville, TN , United States | |
 | Investment Manager | Knoxville, TN , United States | |
 | Partner and Investment Manager | Knoxville, TN , United States | |
 | Investment Manager | Sevierville, TN , United States |
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