MPS Loria Financial Planners, LLC: 13F holdings
CIK 17161802026Q2
| Positions | 91 |
|---|
| Reported value | $435.0m |
|---|
| Filed | 2026-07-30 |
|---|
Change since last quarter
| Positions | 91 (+2 vs prior quarter) |
|---|
| Reported value | $435.0m (+14.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IWB ISHARES TR | 347,484 | $142.3m | 32.7% |
| AAPL APPLE INC | 276,797 | $80.1m | 18.4% |
| IEMG ISHARES INC | 632,371 | $52.4m | 12.0% |
| VB VANGUARD INDEX FDS | 158,328 | $48.0m | 11.0% |
| USRT ISHARES TR | 275,472 | $18.3m | 4.2% |
| SCHP SCHWAB STRATEGIC TR | 341,000 | $9.0m | 2.1% |
| IWV ISHARES TR | 13,100 | $5.6m | 1.3% |
| AGG ISHARES TR | 42,791 | $4.2m | 1.0% |
| ABBV ABBVIE INC | 16,065 | $4.0m | 0.9% |
| EFA ISHARES TR | 33,846 | $3.5m | 0.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1716180")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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