MPS Loria Financial Planners, LLC
13F Reported Value
ⓘ$435.0M
Holdings
91
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
MPS Loria Financial Planners, LLC disclosed 91 positions worth $435.0M in its Form 13F-HR for Q2 2026, followed by $AAPL. During the quarter the fund opened 9 new positions and exited 7 — including a new stake in $DHR and a full exit from $COST. The portfolio is most concentrated in Other (69.0% of disclosed assets). All figures are sourced directly from MPS Loria Financial Planners, LLC’s Form 13F-HR filing with the SEC under CIK 1716180.
AI Fund Analysis
Stable
$AAPL
$UNH
$MCK
$CSCOSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
ISHARES TR - RUS 1000 ETF
—Quality
$142.3M347,484 sh- 76.4#84
Quality
$80.1M276,797 sh ISHARES INC - CORE MSCI EMKT
—Quality
$52.4M632,371 shVANGUARD INDEX FDS - SMALL CP ETF
—Quality
$48.0M158,328 shISHARES TR - CRE U S REIT ETF
—Quality
$18.3M275,472 shSCHWAB STRATEGIC TR - US TIPS ETF
—Quality
$9.0M341,000 shISHARES TR - RUSSELL 3000 ETF
—Quality
$5.6M13,100 shISHARES TR - CORE US AGGBD ET
—Quality
$4.2M42,791 sh- 72.6
Quality
$4.0M16,065 sh ISHARES TR - MSCI EAFE ETF
—Quality
$3.5M33,846 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR - RUS 1000 ETF | — | $142.3M | 347,484 |
| Apple Inc.$AAPL | 76.4#84 | $80.1M | 276,797 |
| ISHARES INC - CORE MSCI EMKT | — | $52.4M | 632,371 |
| VANGUARD INDEX FDS - SMALL CP ETF | — | $48.0M | 158,328 |
| ISHARES TR - CRE U S REIT ETF | — | $18.3M | 275,472 |
| SCHWAB STRATEGIC TR - US TIPS ETF | — | $9.0M | 341,000 |
| ISHARES TR - RUSSELL 3000 ETF | — | $5.6M | 13,100 |
| ISHARES TR - CORE US AGGBD ET | — | $4.2M | 42,791 |
 AbbVie Inc.$ABBV | 72.6 | $4.0M | 16,065 |
| ISHARES TR - MSCI EAFE ETF | — | $3.5M | 33,846 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of MPS Loria Financial Planners, LLC's 91 positions.
Showing top 10 of 91 holdings.
Sector Allocation
Other
$300.3M
Technology
$95.6M
Healthcare
$12.1M
Financials
$9.0M
Consumer Discretionary
$4.6M
Consumer Staples
$4.0M
Energy
$2.9M
Industrials
$2.4M
Full Holdings — MPS Loria Financial Planners, LLC (Q2 2026)
All 91 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR - RUS 1000 ETF | $142.3M | 32.7% | +2% | — |
| 2 | $AAPL | Apple Inc. | $80.1M | 18.4% | -1% | 76.4 |
| 3 | — | ISHARES INC - CORE MSCI EMKT | $52.4M | 12.0% | +0% | — |
| 4 | — | VANGUARD INDEX FDS - SMALL CP ETF | $48.0M | 11.0% | +3% | — |
| 5 | — | ISHARES TR - CRE U S REIT ETF | $18.3M | 4.2% | +3% | — |
| 6 | — | SCHWAB STRATEGIC TR - US TIPS ETF | $9.0M | 2.1% | +1% | — |
| 7 | — | ISHARES TR - RUSSELL 3000 ETF | $5.6M | 1.3% | +2% | — |
| 8 | — | ISHARES TR - CORE US AGGBD ET | $4.2M | 1.0% | +6% | — |
| 9 | $ABBV | AbbVie Inc. | $4.0M | 0.9% | +1% | 72.6 |
| 10 | — | ISHARES TR - MSCI EAFE ETF | $3.5M | 0.8% | +8% | — |
| 11 |  $SPY | SPDR S&P 500 ETF TRUST | $3.4M | 0.8% | -3% | — |
| 12 | $UNH | UNITEDHEALTH GROUP INC | $3.2M | 0.7% | +1% | 62.7 |
| 13 |  $PGR | PROGRESSIVE CORP/OH/ | $3.1M | 0.7% | +0% | 80.1 |
| 14 |  $NVDA | NVIDIA CORP | $3.0M | 0.7% | -3% | 85.9 |
| 15 |  $MSFT | MICROSOFT CORP | $2.4M | 0.6% | -13% | 79.8 |
| 16 |  $BRK.B | BERKSHIRE HATHAWAY INC | $2.3M | 0.5% | +23% | 73.8 |
| 17 | $MCK | MCKESSON CORP | $2.1M | 0.5% | +0% | 63.4 |
| 18 |  $CVX | CHEVRON CORP | $2.1M | 0.5% | +0% | 62.8 |
| 19 |  $GOOGL | Alphabet Inc. | $2.1M | 0.5% | +0% | 78.2 |
| 20 |  $AMZN | AMAZON COM INC | $2.0M | 0.5% | +0% | 68.7 |
| 21 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.9M | 0.4% | -11% | — |
| 22 | — | VANECK ETF TRUST - SEMICONDUCTR ETF | $1.7M | 0.4% | -5% | — |
| 23 |  $GOOG | Alphabet Inc. | $1.7M | 0.4% | -43% | 78.2 |
| 24 |  $JNJ | JOHNSON & JOHNSON | $1.7M | 0.4% | +0% | 69 |
| 25 |  $ABT | ABBOTT LABORATORIES | $1.5M | 0.3% | -0% | 65.5 |
| 26 | — | ISHARES TR - CORE 60 BALA ETF | $1.5M | 0.3% | -0% | — |
| 27 | — | SPDR SERIES TRUST - ST STR SP DIV | $1.4M | 0.3% | +0% | — |
| 28 | — | ISHARES TR - CORE 80 20 ETF | $1.1M | 0.3% | +3% | — |
| 29 | — | VANGUARD WORLD FD - INF TECH ETF | $1.1M | 0.2% | +701% | — |
| 30 |  $DHR | DANAHER CORP /DE/ | $998,687 | 0.2% | NEW | 64.8 |
| 31 | $CSCO | CISCO SYSTEMS, INC. | $984,216 | 0.2% | +0% | 70.3 |
| 32 |  $GE | GENERAL ELECTRIC CO | $922,512 | 0.2% | +5% | 73.8 |
| 33 |  $LLY | ELI LILLY & Co | $867,144 | 0.2% | +0% | 87.5 |
| 34 |  $CAT | CATERPILLAR INC | $826,068 | 0.2% | +0% | 66.5 |
| 35 |  $WTM | WHITE MOUNTAINS INSURANCE GROUP LTD | $794,109 | 0.2% | NEW | — |
| 36 |  $HD | HOME DEPOT, INC. | $784,993 | 0.2% | -1% | 60.3 |
| 37 | — | VANGUARD SPECIALIZED FUNDS - DIV APP ETF | $736,641 | 0.2% | +0% | — |
| 38 |  $BUSE | FIRST BUSEY CORP /NV/ | $731,884 | 0.2% | -33% | 68.4 |
| 39 |  $XOM.R34088 | EXXON MOBIL CORP | $728,714 | 0.2% | -0% | 57.9 |
| 40 |  $GEV | GE Vernova Inc. | $726,107 | 0.2% | +5% | 81.1 |
| 41 |  $AVGO | Broadcom Inc. | $704,201 | 0.2% | +1% | 84.5 |
| 42 |  $SHW | SHERWIN WILLIAMS CO | $677,342 | 0.2% | +0% | 61.3 |
| 43 | — | SPDR INDEX SHS FDS - ST DOW GLOBA ETF | $621,014 | 0.1% | +6% | — |
| 44 |  $MCD | MCDONALDS CORP | $588,243 | 0.1% | +0% | 69 |
| 45 | — | ISHARES TR - CORE 40 MODE ETF | $575,332 | 0.1% | +8% | — |
| 46 |  $WEC | WEC ENERGY GROUP, INC. | $574,692 | 0.1% | -6% | 60.1 |
| 47 | — | VANGUARD INDEX FDS - S&P 500 ETF SHS | $566,216 | 0.1% | +0% | — |
| 48 |  $TSLA | Tesla, Inc. | $556,034 | 0.1% | +0% | 53.9 |
| 49 |  $DIS | Walt Disney Co | $537,925 | 0.1% | +11% | 60.1 |
| 50 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $521,350 | 0.1% | +2% | 70 |
| 51 |  $WMT | Walmart Inc. | $520,371 | 0.1% | -3% | 60.2 |
| 52 |  $BF-A | BROWN FORMAN CORP | $495,430 | 0.1% | +0% | 56.6 |
| 53 |  $NEE | NEXTERA ENERGY INC | $468,896 | 0.1% | +1% | 64.6 |
| 54 |  $L | LOEWS CORP | $454,991 | 0.1% | NEW | 65.1 |
| 55 |  $META | Meta Platforms, Inc. | $437,139 | 0.1% | +0% | 79.6 |
| 56 |  $PG | PROCTER & GAMBLE Co | $424,060 | 0.1% | +1% | 64.6 |
| 57 |  $JPM | JPMORGAN CHASE & CO | $414,352 | 0.1% | +0% | 70.7 |
| 58 |  $TAK | TAKEDA PHARMACEUTICAL CO LTD | $412,703 | 0.1% | +0% | — |
| 59 |  $HUBB | HUBBELL INC | $408,048 | 0.1% | +0% | 64.1 |
| 60 |  $PM | Philip Morris International Inc. | $406,465 | 0.1% | +1% | 75.9 |
| 61 |  $WM | WASTE MANAGEMENT INC | $404,264 | 0.1% | -14% | 67.6 |
| 62 | — | ISHARES TR - ISHARES SEMICDTR | $402,422 | 0.1% | +0% | — |
| 63 |  $VZ | VERIZON COMMUNICATIONS INC | $399,611 | 0.1% | -5% | 65.8 |
| 64 |  $V | VISA INC. | $396,073 | 0.1% | +0% | 82.9 |
| 65 |  $NFLX | NETFLIX INC | $382,704 | 0.1% | +0% | 78.8 |
| 66 | — | VANGUARD INDEX FDS - GROWTH ETF | $363,524 | 0.1% | +520% | — |
| 67 | — | VANGUARD INDEX FDS - VALUE ETF | $360,921 | 0.1% | +5% | — |
| 68 | — | SELECT SECTOR SPDR TR - ST STR DISCR ETF | $347,410 | 0.1% | +0% | — |
| 69 |  $AON | Aon plc | $341,641 | 0.1% | +0% | — |
| 70 |  $GD | GENERAL DYNAMICS CORP | $330,484 | 0.1% | +0% | 68.7 |
| 71 |  $ORCL | ORACLE CORP | $323,353 | 0.1% | +0% | 67.9 |
| 72 |  $MS | MORGAN STANLEY | $319,718 | 0.1% | +0% | 75.8 |
| 73 | — | ALPS ETF TR - ALERIAN MLP | $312,512 | 0.1% | +5% | — |
| 74 |  $AMD | ADVANCED MICRO DEVICES INC | $293,941 | 0.1% | NEW | 79.8 |
| 75 |  $MDLZ | Mondelez International, Inc. | $287,356 | 0.1% | -3% | 56.4 |
| 76 | — | SPDR SERIES TRUST - ST BLOO HIGH ETF | $282,244 | 0.1% | +5% | — |
| 77 |  $EXC | EXELON CORP | $280,939 | 0.1% | -5% | 59.6 |
| 78 |  $KO | COCA COLA CO | $279,940 | 0.1% | +1% | 69.5 |
| 79 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $271,260 | 0.1% | NEW | — |
| 80 |  $T | AT&T INC. | $269,167 | 0.1% | -4% | 65.7 |
| 81 | — | VANGUARD INDEX FDS - TOTAL STK MKT | $253,235 | 0.1% | +0% | — |
| 82 |  $MRK | Merck & Co., Inc. | $250,224 | 0.1% | +0% | 59.9 |
| 83 |  $CEG | Constellation Energy Corp | $240,344 | 0.1% | +0% | 59.4 |
| 84 |  $SO | SOUTHERN CO | $227,216 | 0.1% | +0% | 62 |
| 85 |  $GLW | CORNING INC /NY | $221,541 | 0.1% | -74% | 73.7 |
| 86 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | $213,328 | 0.1% | NEW | — |
| 87 |  $MU | MICRON TECHNOLOGY INC | $210,081 | 0.1% | NEW | 86.2 |
| 88 |  $DOV | DOVER Corp | $207,308 | 0.1% | -13% | 58.1 |
| 89 |  $CM | CANADIAN IMPERIAL BANK OF COMMERCE /CAN/ | $203,435 | 0.1% | NEW | 76.4 |
| 90 |  $AZN | ASTRAZENECA PLC | $202,894 | 0.1% | -1% | — |
| 91 |  $GLND | Greenland Energy Co | $73,326 | 0.0% | NEW | — |
New Positions (9)
$DHR DANAHER CORP /DE/$998,687$WTM WHITE MOUNTAINS INSURANCE GROUP LTD$794,109$L LOEWS CORP$454,991$AMD ADVANCED MICRO DEVICES INC$293,941$TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD$271,260$MU MICRON TECHNOLOGY INC$210,081$CM CANADIAN IMPERIAL BANK OF COMMERCE /CAN/$203,435$GLND Greenland Energy Co$73,326
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