PATRIOT INVESTMENT MANAGEMENT GROUP, INC.

Filed: 10/15/2025ACC: 0001773830-25-000002

📋 What this filing means

PATRIOT INVESTMENT MANAGEMENT GROUP, INC. filed this quarterly 13F‑HR report disclosing 242 equity positions with a total reported market value of $1.53B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

242

Positions

$1.53B

Total AUM (reported)

16.51M

Total Shares

Allocation by class

TOTAL STK MKT$480.04M31.3%

TOTAL BND MRKT$126.82M8.3%

VAN FTSE DEV MKT$80.99M5.3%

INT-TERM CORP$65.23M4.3%

COM$64.40M4.2%

ALLWRLD EX US$60.41M3.9%

FTSE EMR MKT ETF$49.46M3.2%

Portfolio Concentration

Top 3$687.84M44.9%

4–10$301.08M19.6%

11–25$216.43M14.1%

Rest$327.65M21.4%

Top 3 weight

44.9%

Top 10 weight

64.5%

Voting Authority Distribution

Total shares with voting rights: 16.51M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

16.51M

% of voting shares100.0%

Investment Discretion (by position count)

Sole242

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings242

Rows:

VANGUARD INDEX FDS

SOLE

TOTAL STK MKT

Shares1.46M

TypeSH

Market value$480.04M

31.31%

Sole

0.00

Shared

0.00

None

1.46M

VANGUARD BD INDEX FDS

SOLE

TOTAL BND MRKT

Shares1.71M

TypeSH

Market value$126.82M

8.27%

Sole

0.00

Shared

0.00

None

1.71M

VANGUARD TAX-MANAGED FDS

SOLE

VAN FTSE DEV MKT

Shares1.35M

TypeSH

Market value$80.99M

5.28%

Sole

0.00

Shared

0.00

None

1.35M

VANGUARD SCOTTSDALE FDS

SOLE

INT-TERM CORP

Shares775.55K

TypeSH

Market value$65.23M

4.26%

Sole

0.00

Shared

0.00

None

775.55K

VANGUARD INTL EQUITY INDEX F

SOLE

ALLWRLD EX US

Shares846.49K

TypeSH

Market value$60.41M

3.94%

Sole

0.00

Shared

0.00

None

846.49K

VANGUARD INTL EQUITY INDEX F

SOLE

FTSE EMR MKT ETF

Shares912.90K

TypeSH

Market value$49.46M

3.23%

Sole

0.00

Shared

0.00

None

912.90K

VANGUARD SCOTTSDALE FDS

SOLE

SHRT TRM CORP BD

Shares477.37K

TypeSH

Market value$38.16M

2.49%

Sole

0.00

Shared

0.00

None

477.37K

SPDR SERIES TRUST

SOLE

PORTFOLIO S&P600

Shares769.54K

TypeSH

Market value$35.65M

2.33%

Sole

0.00

Shared

0.00

None

769.54K

SCHWAB STRATEGIC TR

SOLE

US BRD MKT ETF

Shares1.06M

TypeSH

Market value$27.18M

1.77%

Sole

0.00

Shared

0.00

None

1.06M

VANGUARD INDEX FDS

SOLE

SMALL CP ETF

Shares98.30K

TypeSH

Market value$25.00M

1.63%

Sole

0.00

Shared

0.00

None

98.30K

VANGUARD INDEX FDS

SOLE

REAL ESTATE ETF

Shares233.65K

TypeSH

Market value$21.36M

1.39%

Sole

0.00

Shared

0.00

None

233.65K

ISHARES TR

SOLE

CORE US AGGBD ET

Shares197.90K

TypeSH

Market value$19.84M

1.29%

Sole

0.00

Shared

0.00

None

197.90K

VANGUARD WORLD FD

SOLE

UTILITIES ETF

Shares92.40K

TypeSH

Market value$17.50M

1.14%

Sole

0.00

Shared

0.00

None

92.40K

VANGUARD WHITEHALL FDS

SOLE

HIGH DIV YLD

Shares121.64K

TypeSH

Market value$17.14M

1.12%

Sole

0.00

Shared

0.00

None

121.64K

VANGUARD INDEX FDS

SOLE

MID CAP ETF

Shares56.64K

TypeSH

Market value$16.64M

1.09%

Sole

0.00

Shared

0.00

None

56.64K

VANGUARD WORLD FD

SOLE

CONSUM STP ETF

Shares77.52K

TypeSH

Market value$16.57M

1.08%

Sole

0.00

Shared

0.00

None

77.52K

VANGUARD SCOTTSDALE FDS

SOLE

SHORT TERM TREAS

Shares249.72K

TypeSH

Market value$14.70M

0.96%

Sole

0.00

Shared

0.00

None

249.72K

VANGUARD SPECIALIZED FUNDS

SOLE

DIV APP ETF

Shares63.95K

TypeSH

Market value$13.80M

0.90%

Sole

0.00

Shared

0.00

None

63.95K

VANGUARD CHARLOTTE FDS

SOLE

TOTAL INT BD ETF

Shares256.14K

TypeSH

Market value$12.67M

0.83%

Sole

0.00

Shared

0.00

None

256.14K

ISHARES TR

SOLE

CORE S&P500 ETF

Shares18.87K

TypeSH

Market value$12.63M

0.82%

Sole

0.00

Shared

0.00

None

18.87K

SCHWAB STRATEGIC TR

SOLE

INTL EQTY ETF

Shares512.31K

TypeSH

Market value$11.93M

0.78%

Sole

0.00

Shared

0.00

None

512.31K

VANGUARD INDEX FDS

SOLE

LARGE CAP ETF

Shares37.16K

TypeSH

Market value$11.44M

0.75%

Sole

0.00

Shared

0.00

None

37.16K

ISHARES INC

SOLE

CORE MSCI EMKT

Shares161.98K

TypeSH

Market value$10.68M

0.70%

Sole

0.00

Shared

0.00

None

161.98K

ISHARES TR

SOLE

ISHS 1-5YR INVS

Shares187.11K

TypeSH

Market value$9.92M

0.65%

Sole

0.00

Shared

0.00

None

187.11K

ISHARES TR

SOLE

CORE MSCI EAFE

Shares110.12K

TypeSH

Market value$9.61M

0.63%

Sole

0.00

Shared

0.00

None

110.12K

Issuer	Class	Shares	Type	Value / Portfolio %	None
VANGUARD INDEX FDSSOLE	TOTAL STK MKT	1.46M	SH	$480.04M 31.31%	1.46M
VANGUARD BD INDEX FDSSOLE	TOTAL BND MRKT	1.71M	SH	$126.82M 8.27%	1.71M
VANGUARD TAX-MANAGED FDSSOLE	VAN FTSE DEV MKT	1.35M	SH	$80.99M 5.28%	1.35M
VANGUARD SCOTTSDALE FDSSOLE	INT-TERM CORP	775.55K	SH	$65.23M 4.26%	775.55K
VANGUARD INTL EQUITY INDEX FSOLE	ALLWRLD EX US	846.49K	SH	$60.41M 3.94%	846.49K
VANGUARD INTL EQUITY INDEX FSOLE	FTSE EMR MKT ETF	912.90K	SH	$49.46M 3.23%	912.90K
VANGUARD SCOTTSDALE FDSSOLE	SHRT TRM CORP BD	477.37K	SH	$38.16M 2.49%	477.37K
SPDR SERIES TRUSTSOLE	PORTFOLIO S&P600	769.54K	SH	$35.65M 2.33%	769.54K
SCHWAB STRATEGIC TRSOLE	US BRD MKT ETF	1.06M	SH	$27.18M 1.77%	1.06M
VANGUARD INDEX FDSSOLE	SMALL CP ETF	98.30K	SH	$25.00M 1.63%	98.30K
VANGUARD INDEX FDSSOLE	REAL ESTATE ETF	233.65K	SH	$21.36M 1.39%	233.65K
ISHARES TRSOLE	CORE US AGGBD ET	197.90K	SH	$19.84M 1.29%	197.90K
VANGUARD WORLD FDSOLE	UTILITIES ETF	92.40K	SH	$17.50M 1.14%	92.40K
VANGUARD WHITEHALL FDSSOLE	HIGH DIV YLD	121.64K	SH	$17.14M 1.12%	121.64K
VANGUARD INDEX FDSSOLE	MID CAP ETF	56.64K	SH	$16.64M 1.09%	56.64K
VANGUARD WORLD FDSOLE	CONSUM STP ETF	77.52K	SH	$16.57M 1.08%	77.52K
VANGUARD SCOTTSDALE FDSSOLE	SHORT TERM TREAS	249.72K	SH	$14.70M 0.96%	249.72K
VANGUARD SPECIALIZED FUNDSSOLE	DIV APP ETF	63.95K	SH	$13.80M 0.90%	63.95K
VANGUARD CHARLOTTE FDSSOLE	TOTAL INT BD ETF	256.14K	SH	$12.67M 0.83%	256.14K
ISHARES TRSOLE	CORE S&P500 ETF	18.87K	SH	$12.63M 0.82%	18.87K
SCHWAB STRATEGIC TRSOLE	INTL EQTY ETF	512.31K	SH	$11.93M 0.78%	512.31K
VANGUARD INDEX FDSSOLE	LARGE CAP ETF	37.16K	SH	$11.44M 0.75%	37.16K
ISHARES INCSOLE	CORE MSCI EMKT	161.98K	SH	$10.68M 0.70%	161.98K
ISHARES TRSOLE	ISHS 1-5YR INVS	187.11K	SH	$9.92M 0.65%	187.11K
ISHARES TRSOLE	CORE MSCI EAFE	110.12K	SH	$9.61M 0.63%	110.12K

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