§ 13F · FUND PROFILE
MPS Loria Financial Planners, LLC.
AUM · $435M (13F)Positions · 91Turnover · n/a · Q2Filed · Jul 30, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$4M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 30, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | IWB | ISHARES TR | 347K | $142M | 32.7% | +2% |
| 2 | AAPL | APPLE INC | 277K | $80M | 18.4% | −1% |
| 3 | IEMG | ISHARES INC | 632K | $52M | 12.0% | ±0% |
| 4 | VB | VANGUARD INDEX FDS | 158K | $48M | 11.0% | +3% |
| 5 | USRT | ISHARES TR | 275K | $18M | 4.2% | +3% |
| 6 | SCHP | SCHWAB STRATEGIC TR | 341K | $9M | 2.1% | +1% |
| 7 | IWV | ISHARES TR | 13K | $6M | 1.3% | +2% |
| 8 | AGG | ISHARES TR | 43K | $4M | 1.0% | +6% |
| 9 | ABBV | ABBVIE INC | 16K | $4M | 0.9% | +1% |
| 10 | EFA | ISHARES TR | 34K | $4M | 0.8% | +8% |
§ 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 $435 million in assets. The fund runs a portfolio of 91 positions.
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