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

MPS Loria Financial Planners, LLC

$435M in tracked AUM across 91 positions as of Q2 2026.

ML
CIK 0001716180 · last filed Jun 30, 2026
Total AUM
$435M
as of Q2 2026
Holdings
91
—
positions
Whale Score
68
68
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

MPS Loria Financial Planners, 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
IWB
ISHARES TR
$142M347K32.7%02
AAPL
APPLE INC
$80M277K18.4%03
IEMG
ISHARES INC
$52M632K12.0%04
VB
VANGUARD INDEX FDS
$48M158K11.0%05
USRT
ISHARES TR
$18M275K4.2%06
SCHP
SCHWAB STRATEGIC TR
$9M341K2.1%07
IWV
ISHARES TR
$6M13K1.3%08
AGG
ISHARES TR
$4M43K1.0%09
ABBV
ABBVIE INC
$4M16K0.9%10
EFA
ISHARES TR
$4M34K0.8%

Filing history

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 positionsView →2025Q2Jun 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 positionsLocked2023Q3Sep 30
$255M▼ 4.0%
77 positionsLocked
Showing 12 of 35