MPS Loria Financial Planners, LLC
MPS Loria Financial Planners, LLC reported 91 positions worth $435.0M as of June 30, 2026 (13F filed July 30, 2026). Largest holding: IWB (32.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | IWB | SH | $142.3M | 32.71% | 347,484 | — | — | |
| ▸ 2 | AAPL | SH | $80.1M | 18.41% | 276,797 | — | — | |
| ▸ 3 | IEMG | SH | $52.4M | 12.04% | 632,371 | — | — | |
| ▸ 4 | VB | SH | $48.0M | 11.03% | 158,328 | — | — | |
| ▸ 5 | USRT | SH | $18.3M | 4.21% | 275,472 | — | — | |
| ▸ 6 | SCHP | SH | $9.0M | 2.08% | 341,000 | — | — | |
| ▸ 7 | IWV | SH | $5.6M | 1.28% | 13,100 | — | — | |
| ▸ 8 | AGG | SH | $4.2M | 0.97% | 42,791 | — | — | |
| ▸ 9 | ABBV | SH | $4.0M | 0.93% | 16,065 | — | — | |
| ▸ 10 | EFA | SH | $3.5M | 0.81% | 33,846 | — | — |
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Frequently Asked Questions
What stocks does MPS Loria Financial Planners, LLC hold as of Q2 2026?
MPS Loria Financial Planners, LLC reported 91 positions worth $435.0M in its Q2 2026 13F filing. Largest positions: IWB (32.7%), AAPL (18.4%), IEMG (12.0%), VB (11.0%) and USRT (4.2%).
What did MPS Loria Financial Planners, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did MPS Loria Financial Planners, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.