Investment Partners, Ltd. 13F Holdings · Q2 2026
Investment Partners, Ltd. reported 167 securities worth $319.94M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: VEA (6.49%), IWF (5.38%), IWD (4.31%). Among its top 25 positions this quarter: 17 added, 7 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | $20.8M | 6.49% | 291,283 | Added |
| 2 | IWF | ISHARES TR | $17.2M | 5.38% | 138,513 | Added |
| 3 | IWD | ISHARES TR | $13.8M | 4.31% | 56,939 | Added |
| 4 | AAPL | APPLE INC | $10.3M | 3.21% | 35,469 | Added |
| 5 | VWO | VANGUARD INTL EQUITY INDEX F | $9.6M | 2.99% | 160,300 | Added |
| 6 | NVDA | NVIDIA CORPORATION | $9.3M | 2.90% | 46,367 | Added |
| 7 | BSV | VANGUARD BD INDEX FDS | $8.0M | 2.51% | 103,194 | Added |
| 8 | IVW | ISHARES TR | $7.6M | 2.37% | 55,092 | Added |
| 9 | MSFT | MICROSOFT CORP | $7.4M | 2.31% | 19,817 | Trimmed |
| 10 | IGSB | ISHARES TR | $7.1M | 2.22% | 135,771 | Added |
| 11 | LLY | ELI LILLY & CO | $6.8M | 2.13% | 5,687 | Trimmed |
| 12 | VIG | VANGUARD SPECIALIZED FUNDS | $6.7M | 2.11% | 28,464 | Trimmed |
| 13 | IWP | ISHARES TR | $6.5M | 2.03% | 44,284 | Added |
| 14 | IWS | ISHARES TR | $6.4M | 1.99% | 38,732 | Added |
| 15 | IEFA | ISHARES TR | $5.9M | 1.83% | 60,686 | Trimmed |
| 16 | JPM | JPMORGAN CHASE & CO | $5.7M | 1.79% | 17,484 | Added |
| 17 | IVE | ISHARES TR | $5.6M | 1.74% | 24,487 | Added |
| 18 | SHYG | ISHARES TR | $5.4M | 1.70% | 128,135 | Added |
| 19 | MU | MICRON TECHNOLOGY INC | $5.1M | 1.60% | 4,447 | Added |
| 20 | EFA | ISHARES TR | $4.3M | 1.35% | 41,681 | Hold |
| 21 | IWN | ISHARES TR | $3.9M | 1.22% | 17,594 | Added |
| 22 | IAGG | ISHARES TR | $3.9M | 1.21% | 76,384 | Added |
| 23 | IVV | ISHARES TR | $3.7M | 1.17% | 4,984 | Trimmed |
| 24 | CAT | CATERPILLAR INC | $3.6M | 1.13% | 3,406 | Trimmed |
| 25 | XLU | SELECT SECTOR SPDR TR | $3.5M | 1.10% | 77,396 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR