DOSSIER · 13F-HR · Q2 2026

Investors Portfolio Services LLC

$131M in tracked AUM across 674 positions as of Q2 2026.

IP
CIK 0002073833 · last filed Jun 30, 2026
Total AUM
$131M
as of Q2 2026
Holdings
674
positions
Whale Score
60
60
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

Investors Portfolio Services LLC 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
SPY
STATE STR SPDR S&P 500 ETF T
$31M42K24.0%
02
FHDG
FIRST TR EXCHNG TRADED FD VI
$20M559K15.5%
03
GPIX
GOLDMAN SACHS ETF TR
$11M190K8.1%
04
AIRR
FIRST TR EXCHANGE TRADED FD
$10M75K7.6%
05
XMHQ
INVESCO EXCHANGE TRADED FD T
$9M80K6.9%
06
JIRE
J P MORGAN EXCHANGE TRADED F
$8M93K5.8%
07
XLU
SELECT SECTOR SPDR TR
$6M131K4.5%
08
COST
COSTCO WHOLESALE CORPORATION
$5M5K3.9%
09
MCD
MCDONALDS CORP
$3M12K2.4%
10
TLT
ISHARES TR
$3M32K2.1%

Filing history

2026Q2Jun 30
$131M 21.4%
674 positionsView →
2026Q1Mar 31
$108M 2.8%
717 positionsView →
2025Q4Dec 31
$111M
481 positionsView →