MPS Loria Financial Planners
MPS Loria Financial Planners reported 87 stocks worth $527M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are IWB (27.8%), AAPL (17.2%) and IEFA (14.6%). Compared with Q2 2026, the fund opened new positions in IEFA and IBIT, added to IWB, IEMG and VB, trimmed AAPL, SCHP and SPY and sold out of XOM, GLW and MU.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  IWB Ishares TR | $146M | 27.8% | 352K | +4,044 (+1%) | 8 of 8 | |
| 2 |  AAPL Apple Inc | $90.9M | 17.2% | 273K | −3,896 (−1%) | 8 of 8 | |
| 3 |  IEFA Ishares TR | $77.1M | 14.6% | 796K | New position | 1 of 8 | |
| 4 |  IEMG Ishares Inc | $52.5M | 9.9% | 646K | +14K (+2%) | 8 of 8 | |
| 5 |  VB Vanguard Index Fds | $46.1M | 8.7% | 162K | +3,595 (+2%) | 8 of 8 | |
| 6 |  USRT Ishares TR | $17.2M | 3.3% | 280K | +4,247 (+2%) | 7 of 8 | |
| 7 |  SCHP Schwab US Tips ETF | $8.5M | 1.6% | 338K | −3,114 (−1%) | 8 of 8 | |
| 8 |  IWV Ishares Russell 3000 ETF | $6.9M | 1.3% | 16K | +2,852 (+22%) | 8 of 8 | |
| 9 |  AGG Ishares TR | $5.4M | 1.0% | 57K | +14K (+33%) | 8 of 8 | |
| 10 |  EFA Ishares TR | $4.3M | 0.8% | 42K | +7,784 (+23%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $729K | 5,330 |
 GLW Corning Inc | $222K | 867 |
 MU Micron Technology Inc | $210K | 182 |
 VT Vanguard Total World | $207K | 1,321 |
 CM Canadian Imperial BK Comm | $203K | 1,769 |
🔒 Free account: see all 6.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 14, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →MPS Loria Financial Planners 13F FAQ
What does MPS Loria Financial Planners own?
MPS Loria Financial Planners reported 87 stocks worth $527M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are IWB (27.8%), AAPL (17.2%) and IEFA (14.6%). The table above lists every position in the filing (the top 10 without an account).
What did MPS Loria Financial Planners buy and sell in Q3 2026?
Compared with Q2 2026: 2 new positions, 59 added to, 13 trimmed and 6 sold out. New positions include IEFA and IBIT. It sold all of XOM, GLW and MU.
When will MPS Loria Financial Planners file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is MPS Loria Financial Planners's portfolio worth?
The Q3 2026 filing reports $527M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.