Patriot Financial Group Insurance Agency, LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities holdings as of the close of business on September 30, 2026. The filing, signed by Chief Compliance Officer Jon Loranger on October 14, 2026, lists 499 distinct positions held by the firm.
The portfolio is characterized by a significant allocation to exchange-traded funds (ETFs), with the top five holdings by number of shares including the Fidelity Covington Trust High Dividend ETF, Fidelity Covington Trust Enhanced Small Cap, Fidelity Covington Trust Fun Large Cap ETF, Fidelity Covington Trust Int Value Fact ETF, and Franklin Templeton ETF Trust Franklin Dyn Mun. Individual equities in the portfolio include Apple Inc., Amazon.com Inc., Microsoft Corporation, Berkshire Hathaway Inc. Class B, and BlackRock Inc.
The filing details the specific number of shares held for each security. For example, Patriot Financial Group holds 27,304,829 shares of Apple Inc., 16,266,056 shares of Amazon.com Inc., and 14,328,570 shares of Berkshire Hathaway Inc. Class B. The filing also includes positions in companies such as Chevron Corporation, UnitedHealth Group Inc., Eli Lilly & Co., and Visa Inc.
