§ 13F · FUND PROFILE
MPS Loria Financial Planners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $339.9T (13F)Positions · 80Turnover · — · Q4Filed · Feb 3, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$389.0T 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 3, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IWB | ISHARES TR | 333K | $124.3T | 31.9% | NEW |
| 2 | AAPL | APPLE INC | 282K | $76.7T | 19.7% | NEW |
| 3 | IEMG | ISHARES INC | 675K | $45.4T | 11.7% | NEW |
| 4 | VB | VANGUARD INDEX FDS | 151K | $39.1T | 10.0% | NEW |
| 5 | USRT | ISHARES TR | 250K | $14.2T | 3.7% | NEW |
| 6 | SCHP | SCHWAB STRATEGIC TR | 418K | $11.1T | 2.8% | NEW |
| 7 | IWV | ISHARES TR | 13K | $4.9T | 1.3% | NEW |
| 8 | AGG | ISHARES TR | 38K | $3.8T | 1.0% | NEW |
| 9 | PGR | PROGRESSIVE CORP | 16K | $3.7T | 0.9% | NEW |
| 10 | ABBV | ABBVIE INC | 16K | $3.6T | 0.9% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE MPS SIGNAL
AC read
MPS Loria Financial Planners, LLC is a Other fund managing $339880.3 trillion in assets. The fund runs a portfolio of 80 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 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