INVESTMENT PARTNERS, LTD.: 13F holdings
CIK 10500682026Q2
| Positions | 167 |
|---|
| Reported value | $319.9m |
|---|
| Filed | 2026-08-04 |
|---|
Change since last quarter
| Positions | 167 (+15 vs prior quarter) |
|---|
| Reported value | $319.9m (+13.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| VEA VANGUARD TAX-MANAGED FDS | 291,283 | $20.8m | 6.5% |
| IWF ISHARES TR | 138,513 | $17.2m | 5.4% |
| IWD ISHARES TR | 56,939 | $13.8m | 4.3% |
| AAPL APPLE INC | 35,469 | $10.3m | 3.2% |
| VWO VANGUARD INTL EQUITY INDEX F | 160,300 | $9.6m | 3.0% |
| NVDA NVIDIA CORPORATION | 46,367 | $9.3m | 2.9% |
| BSV VANGUARD BD INDEX FDS | 103,194 | $8.0m | 2.5% |
| IWF ISHARES TR | 55,092 | $7.6m | 2.4% |
| MSFT MICROSOFT CORP | 19,817 | $7.4m | 2.3% |
| IGSB ISHARES TR | 135,771 | $7.1m | 2.2% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1050068")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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