MPS Loria Financial Planners, LLC
Q3 2026 13F filing
Updated 22 days ago93 disclosed positions worth $527.1M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | E ISHARES TR | $146M | 350.8K | 27.69% | Added(+0.9%) |
| 2 | A APPLE INC | $90.9M | 272.9K | 17.24% | Trimmed(-1.4%) |
| 3 | E ISHARES TR | $76.9M | 794.2K | 14.60% | — |
| 4 | E ISHARES INC | $52.4M | 645.3K | 9.94% | Added(+2.0%) |
| 5 | V VANGUARD INDEX FDS | $46M | 161.6K | 8.72% | Added(+2.0%) |
| 6 | E ISHARES TR | $17.2M | 278.9K | 3.26% | Added(+1.3%) |
| 7 | S SCHWAB STRATEGIC TR | $8.4M | 335.9K | 1.60% | Trimmed(-1.5%) |
| 8 | E ISHARES TR | $6.9M | 16.0K | 1.31% | Added(+21.8%) |
| 9 | E ISHARES TR | $5.4M | 56.8K | 1.02% | Added(+32.8%) |
| 10 | E ISHARES TR | $4.3M | 41.6K | 0.82% | Added(+23.0%) |
| 11 | A ABBVIE INC | $4.2M | 16.2K | 0.80% | Added(+0.6%) |
| 12 | N NVIDIA CORPORATION | $3.5M | 15.4K | 0.67% | Added(+3.8%) |
| 13 | M MICROSOFT CORP | $3.5M | 6.8K | 0.66% | Added(+3.0%) |
| 14 | S STATE STR SPDR S&P 500 ETF T | $3.4M | 4.5K | 0.65% | Trimmed(-1.8%) |
| 15 | P PROGRESSIVE CORP | $2.9M | 14.1K | 0.55% | Unchanged |
| 16 | U UNITEDHEALTH GROUP INC | $2.8M | 7.7K | 0.53% | Added(+0.6%) |
| 17 | C CHEVRON CORPORATION | $2.6M | 12.8K | 0.50% | Added(+0.0%) |
| 18 | M MCKESSON CORP | $2.4M | 2.8K | 0.46% | Added(+0.1%) |
| 19 | B BERKSHIRE HATHAWAY INC DEL | $2.2M | 4.5K | 0.43% | Added(+0.0%) |
| 20 | A AMAZON COM INC | $2.1M | 8.5K | 0.40% | Trimmed(-0.0%) |
| 21 | G ALPHABET INC | $2M | 5.9K | 0.38% | Added(+0.1%) |
| 22 | Q INVESCO QQQ TR | $1.9M | 2.6K | 0.36% | Added(+2.8%) |
| 23 | J JOHNSON & JOHNSON | $1.7M | 6.5K | 0.33% | Added(+0.2%) |
| 24 | G ALPHABET INC | $1.7M | 4.8K | 0.31% | Added(+1.2%) |
| 25 | H VANECK ETF TRUST | $1.6M | 2.6K | 0.30% | Unchanged |
| 26 | A ABBOTT LABORATORIES | $1.6M | 16.0K | 0.30% | Trimmed(-3.4%) |
| 27 | E ISHARES TR | $1.5M | 21.2K | 0.28% | Added(+0.6%) |
| 28 | S SPDR SERIES TRUST | $1.3M | 9.0K | 0.25% | Added(+0.4%) |
| 29 | E ISHARES TR | $1.2M | 12.4K | 0.23% | Added(+12.3%) |
| 30 | D DANAHER CORP DEL | $1.2M | 5.2K | 0.22% | Unchanged |
| 31 | V VANGUARD WORLD FD | $1.1M | 8.9K | 0.21% | Added(+0.1%) |
| 32 | C CISCO SYS INC | $905K | 8.4K | 0.17% | Added(+0.3%) |
| 33 | V VANGUARD INDEX FDS | $902K | 1.3K | 0.17% | Added(+56.3%) |
| 34 | L ELI LILLY & CO | $835K | 722 | 0.16% | Trimmed(-0.1%) |
| 35 | G GE AEROSPACE | $776K | 2.5K | 0.15% | Added(+0.7%) |
| 36 | W WHITE MTNS INS GROUP LTD | $768K | 383 | 0.15% | Unchanged |
| 37 | D SPDR INDEX SHS FDS | $749K | 16.1K | 0.14% | Added(+29.2%) |
| 38 | B FIRST BUSEY CORP | $729K | 25.0K | 0.14% | Added(+0.8%) |
| 39 | A BROADCOM INC | $665K | 1.9K | 0.13% | Added(+1.5%) |
| 40 | S SHERWIN WILLIAMS CO | $637K | 2.0K | 0.12% | Added(+0.3%) |
| 41 | H HOME DEPOT INC | $634K | 2.2K | 0.12% | Added(+0.1%) |
| 42 | C CATERPILLAR INC | $630K | 777 | 0.12% | Added(+0.1%) |
| 43 | B VANGUARD SPECIALIZED FUNDS | $618K | 2.6K | 0.12% | Trimmed(-14.9%) |
| 44 | G GE VERNOVA INC | $610K | 642 | 0.12% | Added(+3.9%) |
| 45 | M MCDONALDS CORP | $593K | 2.6K | 0.11% | Added(+18.0%) |
| 46 | B ISHARES TR | $584K | 12.0K | 0.11% | Added(+4.0%) |
| 47 | D DISNEY WALT CO | $582K | 5.5K | 0.11% | Trimmed(-0.7%) |
| 48 | M META PLATFORMS INC | $537K | 740 | 0.10% | Trimmed(-4.6%) |
| 49 | W WEC ENERGY GROUP INC | $499K | 5.0K | 0.09% | Added(+0.7%) |
| 50 | B BROWN FORMAN CORP | $487K | 18.6K | 0.09% | Unchanged |