§ 13F · FUND PROFILE
INVESTMENT PARTNERS, LTD..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $264.2T (13F)Positions · 158Turnover · — · Q4Filed · Feb 10, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$660.0B deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 10, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IWF | ISHARES TR | 36K | $17.0T | 5.9% | ±0% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | 267K | $16.7T | 5.8% | +4% |
| 3 | IWD | ISHARES TR | 57K | $12.0T | 4.2% | −2% |
| 4 | MSFT | MICROSOFT CORP | 20K | $9.9T | 3.4% | −3% |
| 5 | AAPL | APPLE INC | 35K | $9.6T | 3.4% | −2% |
| 6 | NVDA | NVIDIA CORPORATION | 47K | $8.8T | 3.1% | ±0% |
| 7 | VWO | VANGUARD INTL EQUITY INDEX F | 158K | $8.5T | 3.0% | +2% |
| 8 | VIG | VANGUARD SPECIALIZED FUNDS | 31K | $6.7T | 2.3% | +1% |
| 9 | BSV | VANGUARD BD INDEX FDS | 85K | $6.7T | 2.3% | +10% |
| 10 | IVW | ISHARES TR | 54K | $6.6T | 2.3% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE INVESTMENT SIGNAL
AC read
INVESTMENT PARTNERS, LTD. is a Other fund managing $264218.9 trillion in assets. The fund runs a portfolio of 158 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed