Patten Group, Inc. ETF holdings
Chattanooga, TN
Reported $216.2M in 138 ETFs in its Form 13F for June 30, 2026.
ETF value
$216.2M
ETFs held
138
Change from prior quarter
+2.7%
With price moves
ETFs as a share of its 13F
33.6%
of $643.3M
Top 10 of 138 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IWF | iShares Russell 1000 Growth ETF | $10.3M | 83,348 | +59,564 shares |
| IVV | iShares Core S&P 500 ETF | $7.8M | 10,473 | −455 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $7.6M | 10,223 | −247 shares |
| TIP | iShares TIPS Bond ETF | $6.2M | 56,271 | −5,938 shares |
| IEFA | iShares Core MSCI EAFE ETF | $4.8M | 49,485 | −1,928 shares |
| RSPT | Invesco S&P 500 Equal Weight Technology ETF | $4.6M | 72,033 | +6,975 shares |
| VCSH | Vanguard Short-Term Corporate Bond ETF | $4.6M | 57,781 | +3,781 shares |
| JCPB | JPMorgan Core Plus Bond ETF | $4.4M | 94,013 | +6,988 shares |
| GLDM | SPDR Gold MiniShares | $4.2M | 53,393 | −166 shares |
| VEU | Vanguard FTSE All-World ex-US ETF | $4.0M | 48,181 | +3,624 shares |
128 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001633207. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Patten Group, Inc. own?
Patten Group, Inc. reported 138 ETF positions worth $216.2M in its Form 13F for June 30, 2026. The largest was IWF, at $10.3M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.