SEC Form 13F

Patriot Financial Group Insurance Agency, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-17
Reported value$973,999,814
Positions491

Largest disclosed positions

IssuerTickerClassReported valueReported amount
APPLE INCAAPLCOM$25,663,38188,697
ISHARES TRIVVCORE S&P500 ETF$23,560,60831,461
NVIDIA CORPORATIONNVDACOM$23,285,065116,374
MICROSOFT CORPMSFTCOM$19,609,23152,519
ALPHABET INCGOOGCAP STK CL C$19,094,80854,042
VANGUARD INDEX FDSVOOS&P 500 ETF SHS$18,927,67127,559
BLACKROCK ETF TRUSTDYNFISHARES US EQUIT$16,453,272241,924
AMAZON COM INCAMZNCOM$14,401,51560,390
BERKSHIRE HATHAWAY INC DELBRK.BCL B NEW$13,442,51026,864
SPDR SERIES TRUSTSPYMST STR P500ETF$13,259,079150,877

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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