DOSSIER · 13F-HR · Q1 2026

Investors Portfolio Services LLC

$108M in tracked AUM across 717 positions as of Q1 2026.

IP
CIK 0002073833 · last filed Mar 31, 2026
Total AUM
$108M
as of Q1 2026
Holdings
717
positions
Whale Score
52
52
tracked
Activity
no data
changes this Q
AI Analysis · Q1 2026

Investors Portfolio Services LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
SPY
STATE STR SPDR S&P 500 ETF T
$22M34K20.6%
02
DHDG
FIRST TR EXCHNG TRADED FD VI
$17M501K15.6%
03
GPIX
GOLDMAN SACHS ETF TR
$9M189K8.8%
04
AIRR
FIRST TR EXCHANGE TRADED FD
$8M69K7.1%
05
XMHQ
INVESCO EXCHANGE TRADED FD T
$7M67K6.5%
06
JIRE
J P MORGAN EXCHANGE TRADED F INTRNL
$6M79K5.5%
07
COST
COSTCO WHOLESALE CORPORATION
$5M5K5.0%
08
XLU
SELECT SECTOR SPDR TR STATE STREET
$5M112K4.8%
09
MCD
MCDONALDS CORP
$4M12K3.4%
10
TLT
ISHARES TR
$3M32K2.5%

Filing history

2026Q1Mar 31
$108M 2.8%
717 positionsView →
2025Q4Dec 31
$111M
481 positionsView →