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CIK: 0001716180
Total reported value
$527.1M
$527.1M
91 檔
64.7%
The Q2 2026 SEC filing reveals that MPS Loria Financial Planners, LLC held a total portfolio value of $527.1M, covering 91 public equity positions.
In Q2 2026, MPS Loria Financial Planners, LLC displayed an active expansion posture, initiating 9 new positions and adding to 48 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWB | Ishares Russell 1000 ETF | ETF-Other | 32.71% | -4.96% | +1.92% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 18.41% | -1.17% | -1.08% | |
| 3 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 12.04% | -2.09% | +0.38% | |
| 4 | VB | Vanguard Small-cap ETF | ETF-Other | 11.03% | -2.29% | +2.58% | |
| 5 | USRT | Ishares Core US Reit ETF | ETF-Other | 4.21% | -0.94% | +2.97% | |
| 6 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 2.08% | -0.47% | +1.38% | |
| 7 | IWV | Ishares Russell 3000 ETF | ETF-Other | 1.28% | +0.03% | +1.57% | |
| 8 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.97% | +0.05% | +6.22% | |
| 9 | ABBV | Abbvie Inc | Stock-Healthcare | 0.93% | -0.13% | +0.53% | |
| 10 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.81% | +0.01% | +7.61% | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.78% | -0.13% | -3.01% | |
| 12 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.73% | -0.20% | +0.54% | |
| 13 | PGR | Progressive CORP | Stock-Financials | 0.71% | -0.16% | — | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 0.68% | -0.01% | -2.65% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 0.56% | +0.10% | -12.80% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.52% | -0.09% | +23.33% | |
| 17 | MCK | Mckesson CORP | Stock-Healthcare | 0.49% | -0.03% | +0.11% | |
| 18 | CVX | Chevron CORP | Stock-Energy | 0.49% | +0.01% | +0.03% | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.48% | -0.10% | +0.03% | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.47% | -0.07% | +0.08% | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.43% | -0.07% | -10.77% | |
| 22 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.39% | -0.09% | -4.74% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.39% | -0.08% | -43.27% | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.38% | -0.05% | +0.12% | |
| 25 | ABT | Abbott Laboratories | Stock-Healthcare | 0.35% | -0.05% | -0.11% | |
| 26 | AOR | Ishares Core 60/40 Balanced | ETF-Other | 0.34% | -0.06% | -0.15% | |
| 27 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.31% | -0.06% | +0.42% | |
| 28 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.25% | -0.02% | +2.90% | |
| 29 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.24% | -0.03% | +700.54% | |
| 30 | DHR | Danaher CORP | Stock-Healthcare | 0.23% | -0.01% | — | |
| 31 | CSCO | Cisco Systems Inc | Stock-Tech | 0.23% | -0.06% | +0.38% | |
| 32 | GE | General Electric | Stock-Industrials | 0.21% | -0.06% | +4.58% | |
| 33 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.20% | -0.04% | — | |
| 34 | CAT | Caterpillar Inc | Stock-Industrials | 0.19% | -0.07% | +0.26% | |
| 35 | WTM | White Mountains Insurance Group, Ltd. | Stock-Financials | 0.18% | -0.03% | — | |
| 36 | HD | Home Depot Inc | Stock-Consumer Disc | 0.18% | -0.06% | -1.46% | |
| 37 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.17% | -0.05% | +0.06% | |
| 38 | BUSE | First Busey CORP | Stock-Other | 0.17% | -0.03% | -33.29% | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.17% | -0.17% | EXIT | |
| 40 | GEV | GE Vernova Inc | Stock-Industrials | 0.17% | -0.05% | +4.57% | |
| 41 | AVGO | Broadcom Inc | Stock-Tech | 0.16% | -0.03% | +0.92% | |
| 42 | SHW | Sherwin-williams Co/the | Stock-Materials | 0.16% | -0.04% | +0.25% | |
| 43 | RWO | State Street Spdr Dow Jones | ETF-Other | 0.14% | — | +6.01% | |
| 44 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.14% | -0.03% | +0.42% | |
| 45 | AOM | Ishares Core 40/60 Moderate | ETF-Other | 0.13% | -0.02% | +7.52% | |
| 46 | WEC | Wec Energy Group Inc | Stock-Utilities | 0.13% | -0.04% | -6.16% | |
| 47 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.13% | +0.04% | +0.24% | |
| 48 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.13% | -0.04% | — | |
| 49 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.12% | -0.01% | +10.79% | |
| 50 | IBM | Intl Business Machines CORP | Stock-Tech | 0.12% | -0.04% | +2.43% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IWB | Ishares Russell 1000 ETF | +0.6% | +1.92% | Add |
| 2 | IEMG | Ishares Core Msci Emerging | +0.5% | +0.38% | Add |
| 3 | VB | Vanguard Small-cap ETF | +0.4% | +2.58% | Add |
| 4 | DHR | Danaher CORP | +0.2% | NEW | New buy |
| 5 | UNH | Unitedhealth Group Inc | +0.2% | +0.54% | Add |
| 6 | WTM | White Mountains Insurance Group, Ltd. | +0.2% | NEW | New buy |
| 7 | SMH | Vaneck Semiconductor ETF | +0.1% | -4.74% | Trim |
| 8 | L | Loews CORP | +0.1% | NEW | New buy |
| 9 | AMD | Advanced Micro Devices | +0.1% | NEW | New buy |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +23.33% | Add |
| 11 | CSCO | Cisco Systems Inc | +0.1% | +0.38% | Add |
| 12 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | NEW | New buy |
| 13 | CAT | Caterpillar Inc | +0.1% | +0.26% | Add |
| 14 | VWO | Vanguard Ftse Emerging Marke | +0.1% | NEW | New buy |
| 15 | MU | Micron Technology Inc | +0.1% | NEW | New buy |
| 16 | CM | Can Imperial Bk Of Commerce | +0.1% | NEW | New buy |
| 17 | GOOG | Alphabet Inc-cl C | 0% | +0.03% | Add |
| 18 | VGT | Vanguard Info Tech ETF | 0% | +700.54% | Add |
| 19 | SOXX | Ishares Semiconductor ETF | 0% | — | Unchanged |
| 20 | USRT | Ishares Core US Reit ETF | 0% | +2.97% | Add |
| 21 | GE | General Electric | 0% | +4.58% | Add |
| 22 | GEV | GE Vernova Inc | 0% | +4.57% | Add |
| 23 | IWV | Ishares Russell 3000 ETF | 0% | +1.57% | Add |
| 24 | LLY | Eli Lilly & Co | 0% | — | Unchanged |
| 25 | GLND | Greenland Energy Co | 0% | NEW | New buy |
| 26 | ABBV | Abbvie Inc | 0% | +0.53% | Add |
| 27 | AVGO | Broadcom Inc | 0% | +0.92% | Add |
| 28 | EFA | Ishares Msci Eafe ETF | — | +7.61% | Add |
| 29 | AMZN | Amazon.com Inc | — | +0.08% | Add |
| 30 | QQQ | Invesco Qqq Trust Series 1 | — | -10.77% | Trim |
| 31 | AOA | Ishares Core 80/20 Aggressiv | — | +2.90% | Add |
| 32 | IBM | Intl Business Machines CORP | — | +2.43% | Add |
| 33 | RWO | State Street Spdr Dow Jones | — | +6.01% | Add |
| 34 | VOO | Vanguard S&p 500 ETF | — | +0.24% | Add |
| 35 | MS | Morgan Stanley | — | +0.33% | Add |
| 36 | AOM | Ishares Core 40/60 Moderate | — | +7.52% | Add |
| 37 | VUG | Vanguard Growth ETF | — | +519.68% | Add |
| 38 | TSLA | Tesla Inc | — | — | Unchanged |
| 39 | VTV | Vanguard Value ETF | — | +4.81% | Add |
| 40 | V | Visa Inc-class A Shares | — | +0.09% | Add |
| 41 | JPM | Jpmorgan Chase & Co | — | +0.16% | Add |
| 42 | VTI | Vanguard Total Stock Mkt ETF | — | +0.15% | Add |
| 43 | MRK | Merck & Co. Inc. | — | +0.46% | Add |
| 44 | GD | General Dynamics CORP | — | — | Unchanged |
| 45 | VIG | Vanguard Dividend Apprec ETF | 0% | +0.06% | Add |
| 46 | DIS | Walt Disney Co/the | 0% | +10.79% | Add |
| 47 | SHW | Sherwin-williams Co/the | 0% | +0.25% | Add |
| 48 | PM | Philip Morris International | 0% | +0.76% | Add |
| 49 | CEG | Constellation Energy | 0% | +0.21% | Add |
| 50 | HUBB | Hubbell Inc | 0% | — | Unchanged |
According to official SEC Form 13F filings, MPS Loria Financial Planners, LLC reported a total U.S. public equity portfolio value of $527.1M across 91 disclosed positions in Q2 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IWB, AAPL, IEMG) accounted for 64.7% of total reported equity market value during Q2 2026.
Top New Position Initiated
DHR
市值: $998.7K
Top Position Liquidated / Trimmed
COST
前期市值: $423.3K
During Q2 2026, MPS Loria Financial Planners, LLC's top holdings by market value included IWB (32.7%)、AAPL (18.4%)、IEMG (12.0%). The largest single position, IWB, represented 32.7% of total portfolio value.
In Q2 2026, MPS Loria Financial Planners, LLC made 86 total portfolio adjustments, initiating 9 new buys, adding to 48 positions, trimming 22 holdings, and fully liquidating 7 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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