MPS Loria Financial Planners, LLC 13F Holdings · Q2 2026
MPS Loria Financial Planners, LLC reported 91 securities worth $434.98M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: IWB (32.71%), AAPL (18.41%), IEMG (12.04%). Among its top 25 positions this quarter: 16 added, 8 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IWB | ISHARES TR | $142.3M | 32.71% | 347,484 | Added |
| 2 | AAPL | APPLE INC | $80.1M | 18.41% | 276,797 | Trimmed |
| 3 | IEMG | ISHARES INC | $52.4M | 12.04% | 632,371 | Added |
| 4 | VB | VANGUARD INDEX FDS | $48.0M | 11.03% | 158,328 | Added |
| 5 | USRT | ISHARES TR | $18.3M | 4.21% | 275,472 | Added |
| 6 | SCHP | SCHWAB STRATEGIC TR | $9.0M | 2.08% | 341,000 | Added |
| 7 | IWV | ISHARES TR | $5.6M | 1.28% | 13,100 | Added |
| 8 | AGG | ISHARES TR | $4.2M | 0.97% | 42,791 | Added |
| 9 | ABBV | ABBVIE INC | $4.0M | 0.93% | 16,065 | Added |
| 10 | EFA | ISHARES TR | $3.5M | 0.81% | 33,846 | Added |
| 11 | SPY | STATE STR SPDR S&P 500 ETF T | $3.4M | 0.78% | 4,545 | Trimmed |
| 12 | UNH | UNITEDHEALTH GROUP INC | $3.2M | 0.73% | 7,619 | Added |
| 13 | PGR | PROGRESSIVE CORP | $3.1M | 0.71% | 14,077 | Hold |
| 14 | NVDA | NVIDIA CORPORATION | $3.0M | 0.68% | 14,815 | Trimmed |
| 15 | MSFT | MICROSOFT CORP | $2.4M | 0.56% | 6,567 | Trimmed |
| 16 | BRKB | BERKSHIRE HATHAWAY INC DEL | $2.3M | 0.52% | 4,499 | Added |
| 17 | CVX | CHEVRON CORPORATION | $2.1M | 0.49% | 12,787 | Added |
| 18 | MCK | MCKESSON CORP | $2.1M | 0.49% | 2,838 | Added |
| 19 | GOOG | ALPHABET INC | $2.1M | 0.48% | 5,855 | Added |
| 20 | AMZN | AMAZON COM INC | $2.0M | 0.47% | 8,544 | Added |
| 21 | QQQ | INVESCO QQQ TR | $1.9M | 0.43% | 2,518 | Trimmed |
| 22 | GOOGL | ALPHABET INC | $1.7M | 0.39% | 4,766 | Trimmed |
| 23 | SMH | VANECK ETF TRUST | $1.7M | 0.39% | 2,612 | Trimmed |
| 24 | JNJ | JOHNSON & JOHNSON | $1.7M | 0.38% | 6,514 | Added |
| 25 | ABT | ABBOTT LABORATORIES | $1.5M | 0.35% | 16,599 | 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