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DOLORES WALKER

Patriot Investment Management Group, Inc.

Assets Managed
$1.725B
Holdings
240
Last Quarter
2026 - Q2
Filed Date
3d ago
Growth Rate
10.18%(2Q avg: 4.72%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in Patriot Investment Management Group, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 240 positions.

Assets under management

The assets under management (AUM) of Patriot Investment Management Group, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 1.725B in assets, with a quarterly growth rate of 10.18% and a 2-quarter average growth rate of 4.72%. The portfolio is managed by DOLORES WALKER, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Increased 0.09%
31.49%
$543.109M
1.468M shares@ $370.05 avg price
BND
Vanguard Total Bond Market
Recent Activity
Increased 2.97%
8.28%
$142.824M
1.946M shares@ $73.42 avg price
VEA
Vanguard Ftse Developed Etf
Recent Activity
Increased 1.04%
5.76%
$99.353M
1.394M shares@ $71.25 avg price
VCIT
Vanguard Int-term Corporate
Recent Activity
Increased 1.8%
4.09%
$70.479M
852,735 shares@ $82.65 avg price
VEU
Vanguard Ftse All-world Ex-u
Recent Activity
Decreased -0.33%
3.84%
$66.092M
789,158 shares@ $83.76 avg price
VWO
Vanguard Ftse Emerging Marke
Recent Activity
Increased 1.13%
3.24%
$55.816M
935,099 shares@ $59.69 avg price
SPSM
Spdr Portfolio S&p 600 Small
Recent Activity
Increased 2.99%
2.79%
$48.096M
833,994 shares@ $57.67 avg price
VCSH
Vanguard S T Corp Bond Etf
Recent Activity
Increased 2.75%
2.39%
$41.215M
521,512 shares@ $79.03 avg price
VB
Vanguard Small-cap Etf
Recent Activity
Decreased -0.71%
1.74%
$29.906M
98,662 shares@ $303.12 avg price
SCHB
Schwab Us Broad Market Etf
Recent Activity
Decreased -1.74%
1.69%
$29.083M
1.004M shares@ $28.96 avg price

1-10 of 240