13F Insight
DOSSIER · 13F-HR · Q2 2026

INVESTMENT PARTNERS, LTD.

$320M in tracked AUM across 167 positions as of Q2 2026.

IP
CIK 0001050068 · last filed Jun 30, 2026
Total AUM
$320M
as of Q2 2026
Holdings
167
—
positions
Whale Score
53
53
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

INVESTMENT PARTNERS, LTD. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
VEA
VANGUARD TAX-MANAGED FDS
$21M291K6.5%02
IWF
ISHARES TR
$17M139K5.4%03
IWD
ISHARES TR
$14M57K4.3%04
AAPL
APPLE INC
$10M35K3.2%05
VWO
VANGUARD INTL EQUITY INDEX F
$10M160K3.0%06
NVDA
NVIDIA CORPORATION
$9M46K2.9%07
BSV
VANGUARD BD INDEX FDS
$8M103K2.5%08
IVW
ISHARES TR
$8M55K2.4%09
MSFT
MICROSOFT CORP
$7M20K2.3%10
IGSB
ISHARES TR
$7M136K2.2%

Filing history

2026Q2Jun 30
$320M▲ 13.8%
167 positionsView →2026Q1Mar 31
$281M▼ 1.6%
152 positionsView →2025Q4Dec 31
$286M▲ 0.6%
149 positionsView →2025Q3Sep 30
$284M▲ 7.5%
154 positionsView →2025Q2Jun 30
$264M▲ 9.5%
158 positionsLocked2025Q1Mar 31
$241M▼ 0.7%
148 positionsLocked2024Q4Dec 31
$243M▲ 1.1%
146 positionsLocked2024Q3Sep 30
$240M▲ 7.9%
147 positionsLocked2024Q2Jun 30
$223M▲ 0.9%
142 positionsLocked2024Q1Mar 31
$221M▲ 8.6%
142 positionsLocked2023Q4Dec 31
$203M▲ 6.9%
133 positionsLocked2023Q3Sep 30
$190M▼ 1.0%
133 positionsLocked
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