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Jon Loranger

Patriot Financial Group Insurance Agency, Llc

Assets Managed
$1.774B
Holdings
693
Last Quarter
2026 - Q1
Filed Date
1mo 29d ago
Growth Rate
111.07%(2Q avg: 59.34%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Patriot Financial Group Insurance Agency, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 693 positions.

Assets under management

The assets under management (AUM) of Patriot Financial Group Insurance Agency, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.774B in assets, with a quarterly growth rate of 111.07% and a 2-quarter average growth rate of 59.34%. The portfolio is managed by Jon Loranger, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Increased 123.64%
2.48%
$43.951M
173,178 shares@ $253.8 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 100.57%
2.27%
$40.098M
61,386 shares@ $653.22 avg price
NVDA
Nvidia Corp
Recent Activity
Increased 130.82%
2.2%
$38.949M
223,334 shares@ $174.4 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 121.1%
2.07%
$36.632M
98,960 shares@ $370.18 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Increased 140.74%
1.81%
$31.99M
111,516 shares@ $286.87 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Increased 111.59%
1.6%
$28.308M
47,374 shares@ $597.54 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Increased 126.11%
1.48%
$26.195M
450,242 shares@ $58.18 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 120.79%
1.39%
$24.58M
118,020 shares@ $208.27 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Increased 110.04%
1.39%
$24.5M
51,128 shares@ $479.2 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 129.72%
1.1%
$19.35M
65,780 shares@ $294.17 avg price

1-10 of 693