13F Insight
DOSSIER · 13F-HR · Q3 2026

MPS Loria Financial Planners, LLC

$527M in tracked AUM across 93 positions as of Q3 2026.

ML
CIK 0001716180 · last filed Sep 30, 2026
Total AUM
$527M
as of Q3 2026
Holdings
93
—
positions
Whale Score
72
72
strong
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

MPS Loria Financial Planners, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
IWB
ISHARES TR
$146M352K27.8%02
AAPL
APPLE INC
$91M273K17.2%03
IEFA
ISHARES TR
$77M796K14.6%04
IEMG
ISHARES INC
$52M646K10.0%05
VB
VANGUARD INDEX FDS
$46M162K8.7%06
USRT
ISHARES TR
$17M280K3.3%07
SCHP
SCHWAB STRATEGIC TR
$8M338K1.6%08
IWV
ISHARES TR
$7M16K1.3%09
AGG
ISHARES TR
$5M57K1.0%10
EFA
ISHARES TR
$4M42K0.8%

Filing history

2026Q3Sep 30
$527M▲ 21.2%
93 positionsView →2026Q2Jun 30
$435M▲ 14.8%
91 positionsView →2026Q1Mar 31
$379M▼ 2.6%
94 positionsView →2025Q4Dec 31
$389M▲ 3.4%
90 positionsView →2025Q3Sep 30
$376M▲ 10.7%
88 positionsLocked2025Q2Jun 30
$340M▲ 0.8%
80 positionsLocked2025Q1Mar 31
$337M▼ 0.2%
80 positionsLocked2024Q4Dec 31
$338M▲ 0.7%
80 positionsLocked2024Q3Sep 30
$336M▲ 8.1%
82 positionsLocked2024Q2Jun 30
$310M▲ 4.2%
80 positionsLocked2024Q1Mar 31
$298M▲ 4.6%
80 positionsLocked2023Q4Dec 31
$285M▲ 11.5%
84 positionsLocked
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