Patriot Investment Management Inc.

RIA/Wealth

Patriot Investment Management Inc. is a RIA/Wealth based in Knoxville, TN led by John Taylor Wortham, reporting $1.7B in AUM as of Q3 2025 with 94% ETF concentration, 65% concentrated in top 10 holdings, 31% allocation to VTI, and minimal technology exposure.

PresidentJohn Taylor Wortham

Portfolio Value: $1.5B
Positions: 242
Top Holding: VTI at 31.31%
Last Reported: Q3 2025

Address9721 Cogdill Road, Suite 101, Knoxville, TN, 37932, United States

Top Holdings

Largest long holdings in Patriot Investment Management Inc.'s portfolio (64.5% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Vanguard Total Stock Market VTI	ETF ETF	$480.0M	31.31%	+$873.6K Bought	— 1.5M shares	Q1 2019 Held for 6y 8m
2 Vanguard Total Bond Market BND	ETF ETF	$126.8M	8.27%	+$4.7M Bought	— 1.7M shares	Q1 2019 Held for 6y 8m
3 Vanguard FTSE Developed Markets VEA	ETF ETF	$81.0M	5.28%	+$1.6M Bought	— 1.4M shares	Q1 2019 Held for 6y 8m
4 Vanguard Intermediate-Term Corporate Bond VCIT	ETF ETF	$65.2M	4.26%	+$2.0M Bought	— 775.6K shares	Q1 2019 Held for 6y 8m
5 Vanguard FTSE All-World Ex-US ETF VEU	ETF ETF	$60.4M	3.94%	-$1.5M Sold	— 846.5K shares	Q1 2019 Held for 6y 8m
6 Vanguard FTSE Emerging Markets VWO	ETF ETF	$49.5M	3.23%	+$986.5K Bought	— 912.9K shares	Q1 2019 Held for 6y 8m
7 Vanguard Short-Term Corporate Bond VCSH	ETF ETF	$38.2M	2.49%	+$1.6M Bought	— 477.4K shares	Q1 2019 Held for 6y 8m
8 SPDR Portfolio S&P 600 Small Cap ETF SPSM	ETF ETF	$35.6M	2.33%	+$1.5M Bought	— 769.5K shares	Q1 2023 Held for 2y 8m
9 Schwab U.S. Broad Market SCHB	ETF ETF	$27.2M	1.77%	-$186.4K Sold	— 1.1M shares	Q1 2019 Held for 6y 8m
10 Vanguard Small-Cap ETF VB	ETF ETF	$25.0M	1.63%	-$266.7K Sold	— 98.3K shares	Q1 2019 Held for 6y 8m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Patriot Investment Management Inc.'s latest filing

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Market Value

$1.5B

Prior: $1.4B

Q/Q Change

+6.11%

+$88.3M

Net Flows % of MV

+0.307%

Turnover Ratio

1.17%

New Purchases

0 stocks

Added To

61 stocks

+$19.6M

Sold Out Of

8 stocks

$2.1M

Reduced Holdings

110 stocks

-$12.8M

Increased Positions

Position	Shares Δ	Change
1 iShares iBonds Dec 2028 Term Corporate IBDT	+30.02%	10.5K → 13.7K +$80.6K
2 iShares iBonds Dec 2027 Term Corporate ETF IBDS	+25.6%	22.6K → 28.4K +$140.7K
3 iShares iBonds Dec 2026 Term Corporate ETF IBDR	+24.3%	23.8K → 29.6K +$140.5K
4 GLD SPDR Gold Trust GLD	+23.87%	1.2K → 1.4K +$97.8K
5 iShares National Muni Bond MUB	+20.38%	65.7K → 79.1K +$1.4M

Decreased Positions

Position	Shares Δ	Change
1 VSGX Vanguard ESG International Stock VSGX	Sold	6.9K → 0 −$454.3K
2 ProShares Ultra S&P 500 SSO	Sold	4.3K → 0 −$420.6K
3 Invesco Aerospace & Defense PPA	Sold	1.7K → 0 −$245.8K
4 iShares Expanded Tech Sector ETF IGM	Sold	2.0K → 0 −$224.5K
5 Molson Coors Beverage Company TAP	Sold	4.5K → 0 −$215.7K