StockDriftsStockDriftsTop 50 Mps Loria Financial Planners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWB | ISHARES TR | 27.75% | 351.5K | $146.3M | +1.16%(+4.04K) | $174.46(+139.76%) | 2026-09-30 | |
| AAPL | APPLE INC | 17.24% | 272.9K | $90.9M | -1.41%(-3.90K) | $42.73(+702.57%) | 2026-09-30 | |
| IEFA | ISHARES TR | 14.63% | 796.2K | $77.1M | new | $96.73(-0.80%) | 2026-09-30 | |
| IEMG | ISHARES INC | 9.95% | 646.5K | $52.5M | +2.23%(+14.08K) | $53.12(+45.59%) | 2026-09-30 | |
| VB | VANGUARD INDEX FDS | 8.74% | 161.9K | $46.1M | +2.27%(+3.60K) | $228.19(+24.64%) | 2026-09-30 | |
| USRT | ISHARES TR | 3.27% | 279.7K | $17.2M | +1.54%(+4.25K) | $57.74(+6.63%) | 2026-09-30 | |
| SCHP | SCHWAB STRATEGIC TR | 1.61% | 337.9K | $8.5M | -0.91%(-3.11K) | $26.29(-3.47%) | 2026-09-30 | |
| IWV | ISHARES TR | 1.31% | 16.0K | $6.9M | +21.77%(+2.85K) | $214.29(+102.23%) | 2026-09-30 | |
| AGG | ISHARES TR | 1.02% | 56.8K | $5.4M | +32.83%(+14.05K) | $98.79(-3.73%) | 2026-09-30 | |
| EFA | ISHARES TR | 0.82% | 41.6K | $4.3M | +23.00%(+7.78K) | $72.59(+41.71%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +19.35% | +70.01% | +11.27% | +70.59% |
| Top 20 Holdings Unweighted | +16.03% | +56.22% | +9.51% | +57.51% |
Mps Loria Financial Planners LLC reports $527.08M in US-listed equity holdings across 87 positions in its most recent 13F filing. Its largest disclosed positions are IWB (27.8%), AAPL (17.2%) and IEFA (14.6%). The top 20 holdings account for 91.99% of reported assets. Its disclosed equity book has returned +70.01% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Mps Loria Financial Planners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1716180). View Mps Loria Financial Planners LLC’s 13F filings on SEC