MPS Loria Financial Planners, LLC
CIK 1716180
13F filing for Q2 2026・No. 4,268
- Holdings
- US$434.98M
- Quarter change
- +US$55.98M
- Entries
- 91
- Net bought (estimate)
- +US$4.13M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 9
- Sold out 7
- Cut 21
- Added 49
- Corporate actions 0
- Unchanged 12
Largest holdings
91 stocks worth US$434.98M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| IWBISHARES TRRUS 1000 ETF | Added | 347,484 | US$142.29M | 32.71% |
| AAPLAppleCOM | Cut | 276,797 | US$80.09M | 18.41% |
| IEMGISHARES INCCORE MSCI EMKT | Added | 632,371 | US$52.39M | 12.04% |
| VANGUARD INDEX FDSSMALL CP ETF | Added | 158,328 | US$47.99M | 11.03% |
| ISHARES TRCRE U S REIT ETF | Added | 275,472 | US$18.31M | 4.21% |
| SCHPSCHWAB STRATEGIC TRUS TIPS ETF | Added | 341,000 | US$9.04M | 2.08% |
| ISHARES TRRUSSELL 3000 ETF | Added | 13,100 | US$5.59M | 1.28% |
| ISHARES TRCORE US AGGBD ET | Added | 42,791 | US$4.24M | 0.97% |
| ABBVABBVIE INCCOM | Added | 16,065 | US$4.04M | 0.93% |
| EFAISHARES TRMSCI EAFE ETF | Added | 33,846 | US$3.52M | 0.81% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 30, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.