StockDriftsStockDriftsTop 50 MPS Loria Financial Planners, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWB | ISHARES TR | 32.71% | 347.5K | $142.3M | +1.92%(+6.55K) | $171.69(+147.43%) | 2026-06-30 | |
| AAPL | APPLE INC | 18.41% | 276.8K | $80.1M | -1.08%(-3.01K) | $42.73(+614.67%) | 2026-06-30 | |
| IEMG | ISHARES INC | 12.04% | 632.4K | $52.4M | +0.38%(+2.39K) | $52.48(+57.46%) | 2026-06-30 | |
| VB | VANGUARD INDEX FDS | 11.03% | 158.3K | $48.0M | +2.58%(+3.98K) | $226.70(+36.06%) | 2026-06-30 | |
| USRT | ISHARES TR | 4.21% | 275.5K | $18.3M | +2.97%(+7.94K) | $57.65(+16.68%) | 2026-06-30 | |
| SCHP | SCHWAB STRATEGIC TR | 2.08% | 341.0K | $9.0M | +1.38%(+4.64K) | $26.29(-1.42%) | 2026-06-30 | |
| IWV | ISHARES TR | 1.28% | 13.1K | $5.6M | +1.57%(+203) | $167.54(+161.54%) | 2026-06-30 | |
| AGG | ISHARES TR | 0.97% | 42.8K | $4.2M | +6.22%(+2.50K) | $99.46(-2.07%) | 2026-06-30 | |
| ABBV | ABBVIE INC | 0.93% | 16.1K | $4.0M | +0.53%(+85) | $72.79(+242.67%) | 2026-06-30 | |
| EFA | ISHARES TR | 0.81% | 33.8K | $3.5M | +7.61%(+2.39K) | $65.40(+66.15%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.93% | +64.00% | +10.55% | +65.10% |
| Top 20 Holdings Unweighted | +13.55% | +46.40% | +8.40% | +49.65% |
MPS Loria Financial Planners, LLC reports $434.98M in US-listed equity holdings across 91 positions in its most recent 13F filing. Its largest disclosed positions are IWB (32.7%), AAPL (18.4%) and IEMG (12.0%). The top 20 holdings account for 90.38% of reported assets. Its disclosed equity book has returned +64.00% on a three-year cumulative basis. Figures reflect the Q2 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