Patriot Financial Group Insurance Agency, LLC

Westborough, MA · CIK 1694883 · 13F filing filed 2026-07-16

SEC-registered investment adviser since 2014 · limited liability company

Assets managed$2.6bn
Staff59 · 33 in investment roles
Main clients (by assets)Pension plans 45%, High net worth individuals 34%, Individuals 20%
Main officeWalpole, MA
Websiteprovowealth.com
Form ADV · 2026-07-13SEC adviser record

Kindinstitutions
Others nearbyWalpole, MA, Omaha, NE, Lincoln, NE, Shrewsbury, MA, Worcester, MA, Middleton, MA

As an employer

Offices in1 country

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Walpole, MA (main office)United States	United States
Lincoln, NEUnited States	United States	6
Omaha, NEUnited States	United States	6
Shrewsbury, MA2 officesUnited States	United States	3
Worcester, MA3 officesUnited States	United States	3
Albany, NYUnited States	United States	2
Bristol, CTUnited States	United States	2
Clifton Park, NYUnited States	United States	2
Gloucester, MAUnited States	United States	2
Ipswich, MAUnited States	United States	2
Middleton, MAUnited States	United States	2
Salem, NYUnited States	United States	2

6 more cities

West Hartford, CTUnited States	United States	2
Westborough, MAUnited States	United States	2
Guilford, CTUnited States	United States	1
Hyannis, MAUnited States	United States	1
Norfolk, MAUnited States	United States	1
Windham, NHUnited States	United States	1

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$973.8m reported value -45.1% vs Q1 2026

488positions

19.3%in top 10

24 new 11 added 453 reduced 229 sold out vs Q1 2026

Options: 2 call positions ($37.4k notional), 1 put positions ($210.9k notional) – listed below, not included above.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	APPLE INC COM AAPL	AAPL	88,697	$25.7m2.64%	2.64%	Reduced -84.5k	-84,481 -48.8%
2	ISHARES TR CORE S&P500 ETF IVV	IVV	31,461	$23.6m2.42%	2.42%	Reduced -29.9k	-29,925 -48.8%
3	NVIDIA CORPORATION COM NVDA	NVDA	116,374	$23.3m2.39%	2.39%	Reduced -107.0k	-106,960 -47.9%
4	MICROSOFT CORP COM MSFT	MSFT	52,519	$19.6m2.01%	2.01%	Reduced -46.4k	-46,441 -46.9%
5	ALPHABET INC CAP STK CL C GOOG	GOOG	54,042	$19.1m1.96%	1.96%	Reduced -57.5k	-57,474 -51.5%
6	VANGUARD INDEX FDS S&P 500 ETF SHS VOO	VOO	27,559	$18.9m1.94%	1.94%	Reduced -19.8k	-19,815 -41.8%
7	BLACKROCK ETF TRUST ISHARES US EQUIT DYNF	DYNF	241,924	$16.5m1.69%	1.69%	Reduced -208.3k	-208,318 -46.3%
8	AMAZON COM INC COM AMZN	AMZN	60,390	$14.4m1.48%	1.48%	Reduced -57.6k	-57,630 -48.8%
9	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	26,864	$13.4m1.38%	1.38%	Reduced -24.3k	-24,264 -47.5%
10	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	150,877	$13.3m1.36%	1.36%	Reduced -77.2k	-77,165 -33.8%
11	MICRON TECHNOLOGY INC COM MU	MU	10,384	$12.0m1.23%	1.23%	Added +5.0k	+4,958 91.4%
12	BLACKROCK ETF TRUST ISHARES US LARG BALI	BALI	321,436	$10.9m1.12%	1.12%	Reduced -291.3k	-291,260 -47.5%
13	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	28,864	$10.7m1.10%	1.10%	Reduced -26.5k	-26,454 -47.8%
14	JPMORGAN CHASE & CO COM JPM	JPM	31,761	$10.4m1.07%	1.07%	Reduced -34.0k	-34,019 -51.7%
15	META PLATFORMS INC CL A META	META	16,931	$9.5m0.98%	0.98%	Reduced -15.3k	-15,281 -47.4%
16	ADVANCED MICRO DEVICES INC COM AMD	AMD	16,355	$9.5m0.98%	0.98%	Reduced -18.8k	-18,817 -53.5%
17	LAM RESEARCH CORP COM NEW LRCX	LRCX	21,122	$9.1m0.94%	0.94%	Reduced -24.5k	-24,492 -53.7%
18	J P MORGAN EXCHANGE TRADED F EQUITY PREMIUM JEPI	JEPI	158,461	$8.9m0.92%	0.92%	Reduced -155.7k	-155,659 -49.5%
19	ISHARES TR S&P 500 GRWT ETF IVW	IVW	63,562	$8.7m0.90%	0.90%	Reduced -55.3k	-55,344 -46.5%
20	BLACKROCK ETF TRUST ISHA I IN TE ETF BAI	BAI	163,535	$8.6m0.89%	0.89%	Reduced -70.0k	-70,011 -30.0%
21	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	253,975	$8.6m0.88%	0.88%	Reduced -211.9k	-211,913 -45.5%
22	PHILIP MORRIS INTL INC COM PM	PM	45,816	$8.3m0.85%	0.85%	Reduced -37.3k	-37,288 -44.9%
23	J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM JEPQ	JEPQ	132,001	$8.1m0.83%	0.83%	Reduced -74.9k	-74,913 -36.2%
24	SPDR SERIES TRUST PRTFLO S&P500 GW SPYG	SPYG	66,410	$7.9m0.81%	0.81%	Reduced -68.9k	-68,854 -50.9%
25	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	32,606	$7.7m0.79%	0.79%	Reduced -27.8k	-27,790 -46.0%
26	ISHARES INC MSCI GBL MIN VOL ACWV	ACWV	62,489	$7.5m0.77%	0.77%	Reduced -56.8k	-56,799 -47.6%
27	COSTCO WHSL CORP NEW COM COST	COST	7,424	$6.9m0.71%	0.71%	Reduced -6.4k	-6,434 -46.4%
28	BROADCOM INC COM AVGO	AVGO	17,996	$6.8m0.70%	0.70%	Reduced -17.0k	-17,028 -48.6%
29	ISHARES TR INTL TREA BD ETF IGOV	IGOV	164,412	$6.7m0.69%	0.69%	Reduced -155.0k	-154,974 -48.5%
30	TESLA INC COM TSLA	TSLA	16,007	$6.7m0.69%	0.69%	Reduced -11.3k	-11,303 -41.4%
31	VANGUARD INDEX FDS GROWTH ETF VUG	VUG	77,049	$6.6m0.68%	0.68%	Reduced -93.1k	-93,147 -54.7%
32	VANGUARD INDEX FDS MID CAP ETF VO	VO	81,349	$6.6m0.67%	0.67%	Reduced -108.1k	-108,099 -57.1%
33	PUTNAM ETF TRUST FOCUSED LAR CAP PVAL	PVAL	127,514	$6.5m0.67%	0.67%	Reduced -116.4k	-116,352 -47.7%
34	DIMENSIONAL ETF TRUST INTL CORE EQT MK DFAI	DFAI	156,706	$6.5m0.66%	0.66%	Reduced -156.6k	-156,606 -50.0%
35	ISHARES TR CORE TOTAL USD IUSB	IUSB	139,732	$6.4m0.66%	0.66%	Reduced -37.6k	-37,618 -21.2%
36	VISA INC COM CL A V	V	18,553	$6.4m0.65%	0.65%	Reduced -21.7k	-21,745 -54.0%
37	APPLIED MATLS INC COM AMAT	AMAT	8,798	$6.4m0.65%	0.65%	Reduced -11.0k	-10,956 -55.5%
38	WALMART INC COM WMT	WMT	55,487	$6.3m0.65%	0.65%	Reduced -16.4k	-16,443 -22.9%
39	JOHN HANCOCK EXCHANGE TRADED MULTIFACTOR MI JHMM	JHMM	83,224	$6.2m0.64%	0.64%	Reduced -60.1k	-60,074 -41.9%
40	WELLS FARGO CO NEW COM WFC	WFC	74,895	$6.2m0.64%	0.64%	Reduced -86.9k	-86,851 -53.7%
41	BOOKING HOLDINGS INC COM BKNG	BKNG	33,853	$6.0m0.62%	0.62%	Reduced -16.5k	-16,497 -32.8%
42	ISHARES TR CORE MSCI TOTAL IXUS	IXUS	59,988	$5.7m0.59%	0.59%	Reduced -59.1k	-59,150 -49.6%
43	FIRST TR EXCHANGE-TRADED FD FT VEST RIS RDVI	RDVI	187,978	$5.5m0.57%	0.57%	Reduced -139.2k	-139,250 -42.5%
44	ISHARES GOLD TR ISHARES NEW IAU	IAU	72,628	$5.5m0.56%	0.56%	Reduced -81.6k	-81,636 -52.9%
45	FIDELITY COVINGTON TRUST HIGH DIVID ETF FDVV	FDVV	88,320	$5.3m0.55%	0.55%	Reduced -86.6k	-86,578 -49.5%
46	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	44,402	$5.2m0.53%	0.53%	Reduced -33.6k	-33,566 -43.0%
47	ISHARES TR CORE US AGGBD ET AGG	AGG	51,992	$5.1m0.53%	0.53%	Reduced -49.4k	-49,358 -48.7%
48	GE AEROSPACE COM NEW GE	GE	13,950	$5.1m0.53%	0.53%	Reduced -13.6k	-13,596 -49.4%
49	ISHARES TR S&P 500 VAL ETF IVE	IVE	22,587	$5.1m0.53%	0.53%	Reduced -27.6k	-27,629 -55.0%
50	RTX CORPORATION COM RTX	RTX	26,419	$5.0m0.51%	0.51%	Reduced -27.2k	-27,201 -50.7%
51	CATERPILLAR INC COM CAT	CAT	4,599	$4.9m0.50%	0.50%	Reduced -4.4k	-4,369 -48.7%
52	SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW	SPDW	95,501	$4.8m0.49%	0.49%	Reduced -93.7k	-93,697 -49.5%
53	ISHARES TR INTRM GOV CR ETF GVI	GVI	44,548	$4.7m0.49%	0.49%	Reduced -41.6k	-41,632 -48.3%
54	J P MORGAN EXCHANGE TRADED F ACTIVE GROWTH JGRO	JGRO	47,075	$4.6m0.48%	0.48%	Reduced -51.7k	-51,675 -52.3%
55	FIRST TR EXCHNG TRADED FD VI INNOVATION LEAD ILDR	ILDR	116,269	$4.6m0.47%	0.47%	Reduced -117.4k	-117,415 -50.2%
56	SCHWAB CHARLES CORP COM SCHW	SCHW	48,934	$4.5m0.46%	0.46%	Reduced -40.6k	-40,564 -45.3%
57	ISHARES TR CORE S&P SCP ETF IJR	IJR	29,326	$4.3m0.45%	0.45%	Reduced -28.2k	-28,232 -49.0%
58	ABBVIE INC COM ABBV	ABBV	16,950	$4.3m0.44%	0.44%	Reduced -13.7k	-13,694 -44.7%
59	ISHARES INC CORE MSCI EMKT IEMG	IEMG	49,841	$4.1m0.42%	0.42%	Reduced -60.9k	-60,919 -55.0%
60	CAPITAL GROUP CORE BALANCED SHS CGBL	CGBL	108,672	$4.1m0.42%	0.42%	Reduced -93.8k	-93,850 -46.3%
61	INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF QQQM	QQQM	13,522	$4.1m0.42%	0.42%	Reduced -10.5k	-10,496 -43.7%
62	GE VERNOVA INC COM GEV	GEV	3,470	$4.1m0.42%	0.42%	Reduced -3.8k	-3,762 -52.0%
63	SPDR S&P 500 ETF TR TR UNIT SPY	SPY	5,447	$4.1m0.42%	0.42%	Reduced -5.8k	-5,815 -51.6%
64	SCHWAB STRATEGIC TR US AGGREGATE B SCHZ	SCHZ	164,466	$3.8m0.39%	0.39%	Reduced -121.3k	-121,282 -42.4%
65	VANGUARD WHITEHALL FDS HIGH DIV YLD VYM	VYM	23,955	$3.8m0.39%	0.39%	Reduced -22.5k	-22,477 -48.4%
66	ALPHABET INC CAP STK CL A GOOGL	GOOGL	10,261	$3.7m0.38%	0.38%	Reduced -10.3k	-10,345 -50.2%
67	NETFLIX INC COM NFLX	NFLX	50,486	$3.6m0.37%	0.37%	Reduced -64.9k	-64,868 -56.2%
68	CONOCOPHILLIPS COM COP	COP	34,569	$3.6m0.37%	0.37%	Reduced -26.4k	-26,415 -43.3%
69	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	4,853	$3.6m0.37%	0.37%	Reduced -3.6k	-3,617 -42.7%
70	SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD	SCHD	110,093	$3.5m0.36%	0.36%	Reduced -74.4k	-74,367 -40.3%
71	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	15,904	$3.5m0.36%	0.36%	Reduced -39.1k	-39,078 -71.1%
72	BECTON DICKINSON & CO COM BDX	BDX	23,042	$3.5m0.36%	0.36%	Reduced -15.2k	-15,156 -39.7%
73	AIM ETF PRODUCTS TRUST ALLIANZIM BUF 15 SPBU	SPBU	114,564	$3.5m0.36%	0.36%	Reduced -53.0k	-53,024 -31.6%
74	NEWMONT CORP COM NEM	NEM	36,957	$3.5m0.35%	0.35%	Reduced -35.0k	-35,047 -48.7%
75	ELI LILLY & CO COM LLY	LLY	2,874	$3.4m0.35%	0.35%	Reduced -650	-650 -18.4%
76	BLACKROCK ETF TRUST ISHARES US THEMA THRO	THRO	79,361	$3.4m0.35%	0.35%	Reduced -103.2k	-103,245 -56.5%
77	COMCAST CORP NEW CL A CMCSA	CMCSA	138,788	$3.4m0.35%	0.35%	Reduced -135.6k	-135,608 -49.4%
78	ANALOG DEVICES INC COM ADI	ADI	8,567	$3.4m0.35%	0.35%	Reduced -11.9k	-11,897 -58.1%
79	VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT VEA	VEA	47,264	$3.4m0.35%	0.35%	Reduced -48.2k	-48,244 -50.5%
80	VICTORY PORTFOLIOS II SHORT TRM BD ETF USTB	USTB	66,235	$3.4m0.34%	0.34%	Reduced -56.0k	-56,005 -45.8%
81	HOME DEPOT INC COM HD	HD	9,501	$3.4m0.34%	0.34%	Reduced -8.6k	-8,563 -47.4%
82	AIM ETF PRODUCTS TRUST U S LRGCP 6M APR SIXO	SIXO	92,073	$3.3m0.34%	0.34%	Reduced -105.1k	-105,085 -53.3%
83	GENERAL DYNAMICS CORP COM GD	GD	9,110	$3.2m0.33%	0.33%	Reduced -6.6k	-6,596 -42.0%
84	FIDELITY COMWLTH TR NASDAQ COMPSIT ONEQ	ONEQ	31,109	$3.2m0.33%	0.33%	Reduced -23.9k	-23,923 -43.5%
85	CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI CGDV	CGDV	65,128	$3.2m0.33%	0.33%	Reduced -64.9k	-64,910 -49.9%
86	BLACKROCK ETF TRUST ISHA LA CORE ETF BLCR	BLCR	63,703	$3.2m0.33%	0.33%	Added +8.1k	+8,073 14.5%
87	HOWMET AEROSPACE INC COM HWM	HWM	11,922	$3.2m0.33%	0.33%	Reduced -12.4k	-12,416 -51.0%
88	J P MORGAN EXCHANGE TRADED F INCOME ETF JPIE	JPIE	68,755	$3.2m0.33%	0.33%	Reduced -72.2k	-72,235 -51.2%
89	MEDTRONIC PLC SHS MDT	MDT	39,917	$3.1m0.32%	0.32%	Reduced -30.2k	-30,227 -43.1%
90	OMNICOM GROUP INC COM OMC	OMC	42,504	$3.1m0.32%	0.32%	Reduced -34.6k	-34,622 -44.9%
91	VANGUARD BD INDEX FDS INTERMED TERM BIV	BIV	40,127	$3.1m0.32%	0.32%	Reduced -39.5k	-39,465 -49.6%
92	CHEVRON CORP NEW COM CVX	CVX	18,431	$3.1m0.31%	0.31%	Reduced -19.7k	-19,717 -51.7%
93	FORTINET INC COM FTNT	FTNT	19,652	$3.0m0.31%	0.31%	Reduced -21.5k	-21,504 -52.2%
94	FRANKLIN TEMPLETON ETF TR FRANKLIN DYN MUN FLMI	FLMI	116,414	$2.9m0.30%	0.30%	Reduced -96.0k	-96,050 -45.2%
95	BANK NEW YORK MELLON CORP COM BNY	BNY	20,136	$2.9m0.30%	0.30%	Reduced -24.6k	-24,626 -55.0%
96	SPDR SERIES TRUST BLOOMBERG SHORT BWZ	BWZ	102,347	$2.7m0.28%	0.28%	Reduced -89.1k	-89,077 -46.5%
97	ORACLE CORP COM ORCL	ORCL	18,638	$2.7m0.28%	0.28%	Reduced -14.4k	-14,378 -43.5%
98	ENBRIDGE INC COM ENB	ENB	50,390	$2.7m0.28%	0.28%	Reduced -44.4k	-44,354 -46.8%
99	NOVARTIS AG SPONSORED ADR NVS	NVS	17,411	$2.7m0.28%	0.28%	Reduced -22.1k	-22,085 -55.9%
100	ISHARES TR U.S. TECH ETF IYW	IYW	10,682	$2.7m0.28%	0.28%	Reduced -10.7k	-10,672 -50.0%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
EXXON MOBIL CORP XOM	XOM	78,012	$13.2m78.0k shares
BXP INC BXP	BXP	74,784	$3.9m74.8k shares
RPM INTL INC RPM	RPM	31,910	$3.2m31.9k shares
WARNER BROS DISCOVERY INC WBD	WBD	58,098	$1.6m58.1k shares
HONEYWELL INTL INC		3,481	$1.6m3.5k shares
ARCHER DANIELS MIDLAND CO ADM	ADM	19,538	$1.4m19.5k shares
LINCOLN NATL CORP IND LNC	LNC	39,588	$1.4m39.6k shares
GENUINE PARTS CO GPC	GPC	12,776	$1.4m12.8k shares
ISHARES INC EWZ	EWZ	34,810	$1.3m34.8k shares
GRUPO CIBEST SA CIB	CIB	16,572	$1.2m16.6k shares
WATERS CORP WAT	WAT	4,044	$1.2m4.0k shares
KEYCORP KEY	KEY	56,924	$1.1m56.9k shares
TAKE-TWO INTERACTIVE SOFTWAR TTWO	TTWO	5,744	$1.1m5.7k shares
REGIONS FINANCIAL CORP NEW RF	RF	39,398	$1.0m39.4k shares
CHEWY INC CHWY	CHWY	36,850	$995.0k36.9k shares
HP INC HPQ	HPQ	50,636	$972.7k50.6k shares
REALTY INCOME CORP O	O	15,420	$943.4k15.4k shares
MERCADOLIBRE INC MELI	MELI	506	$874.9k506 shares
VERSANT MEDIA GROUP INC VSNT	VSNT	23,602	$873.7k23.6k shares
FIRST TR EXCHNG TRADED FD VI GJUL	GJUL	21,320	$869.4k21.3k shares
FOMENTO ECONOMICO MEXICANO S FMX	FMX	7,722	$857.6k7.7k shares
ROCKET COS INC RKT	RKT	56,180	$800.6k56.2k shares
RENATUS TACTICAL ACQUIS RTACU	RTACU	73,034	$766.1k73.0k shares
LYONDELLBASELL INDUSTRIES N LYB	LYB	9,364	$754.4k9.4k shares
NOVO-NORDISK A S NVO	NVO	20,474	$752.4k20.5k shares

Options (notional value)

Underlying	Ticker	Type	Shares controlled	Notional	Change
INVESCO CURRENCYSHARES EURO FXE · Put	FXE	Put	2,000	$210.9k2.0k shares	New
MARVELL TECHNOLOGY INC MRVL · Call	MRVL	Call	100	$29.8k100 shares	New
UIPATH INC PATH · Call	PATH	Call	700	$7.6k700 shares	Added