§ 13F · FUND PROFILE
MPS Loria Financial Planners, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $340M (13F)Positions · 80Turnover · — · Q1Filed · May 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IWB | ISHARES TR | 340K | $121M | 32.0% | +2% |
| 2 | AAPL | APPLE INC | 280K | $71M | 18.7% | −1% |
| 3 | IEMG | ISHARES INC | 628K | $44M | 11.6% | −7% |
| 4 | VB | VANGUARD INDEX FDS | 154K | $40M | 10.6% | +2% |
| 5 | USRT | ISHARES TR | 267K | $16M | 4.2% | +7% |
| 6 | SCHP | SCHWAB STRATEGIC TR | 334K | $9M | 2.3% | −20% |
| 7 | IWV | ISHARES TR | 13K | $5M | 1.3% | +1% |
| 8 | AGG | ISHARES TR | 40K | $4M | 1.1% | +7% |
| 9 | ABBV | ABBVIE INC | 16K | $3M | 0.9% | +1% |
| 10 | EFA | ISHARES TR | 31K | $3M | 0.8% | −5% |
§ 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 $340 million in assets. The fund runs a portfolio of 80 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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