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Jon Loranger

Patriot Financial Group Insurance Agency, Llc

Assets Managed
$974M
Holdings
489
Last Quarter
2026 - Q2
Filed Date
1d ago
Growth Rate
-45.1%(2Q avg: 32.99%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Patriot Financial Group Insurance Agency, Llc's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 489 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 0 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 974M in assets, with a quarterly growth rate of -45.1% and a 2-quarter average growth rate of 32.99%. The portfolio is managed by Jon Loranger, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -48.78%
2.64%
$25.663M
88,697 shares@ $289.34 avg price
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -48.74%
2.42%
$23.561M
31,461 shares@ $748.89 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -47.89%
2.4%
$23.285M
116,374 shares@ $200.09 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -46.92%
2.02%
$19.609M
52,519 shares@ $373.38 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -51.53%
1.97%
$19.095M
54,042 shares@ $353.34 avg price
VOO
Vanguard S&p 500 Etf
Recent Activity
Decreased -41.82%
1.95%
$18.928M
27,559 shares@ $686.81 avg price
DYNF
Ishrs Us E F R A Etf-usd Inc
Recent Activity
Decreased -46.26%
1.69%
$16.453M
241,924 shares@ $68.02 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -48.83%
1.48%
$14.402M
60,390 shares@ $238.48 avg price
BRK.B
Berkshire Hathaway Inc-cl B
Recent Activity
Decreased -47.45%
1.39%
$13.443M
26,864 shares@ $500.4 avg price
SPLG
Spdr Portfolio S&p 500 Etf
Recent Activity
Decreased -33.83%
1.37%
$13.259M
150,877 shares@ $87.89 avg price

1-10 of 489