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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

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
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