Holders — by stockHoldings — by fund
MPS Loria Financial Planners, LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001716180
$435.0M
disclosed book value
91
positions
32.7%
largest position share
Positions, as of 2026-06-30
top 91 of 91 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | IWBISHARES TR | 347,484 | $142.3M | 32.7% |
| 2 | AAPLAPPLE INC | 276,797 | $80.1M | 18.4% |
| 3 | IEMGISHARES INC | 632,371 | $52.4M | 12% |
| 4 | VBVANGUARD INDEX FDS | 158,328 | $48.0M | 11% |
| 5 | USRTISHARES TR | 275,472 | $18.3M | 4.2% |
| 6 | SCHPSCHWAB STRATEGIC TR | 341,000 | $9.0M | 2.1% |
| 7 | IWVISHARES TR | 13,100 | $5.6M | 1.3% |
| 8 | AGGISHARES TR | 42,791 | $4.2M | 1% |
| 9 | ABBVABBVIE INC | 16,065 | $4.0M | 0.9% |
| 10 | EFAISHARES TR | 33,846 | $3.5M | 0.8% |
| 11 | SPYSTATE STR SPDR S&P 500 ETF T | 4,545 | $3.4M | 0.8% |
| 12 | UNHUNITEDHEALTH GROUP INC | 7,619 | $3.2M | 0.7% |
| 13 | PGRPROGRESSIVE CORP | 14,077 | $3.1M | 0.7% |
| 14 | NVDANVIDIA CORPORATION | 14,815 | $3.0M | 0.7% |
| 15 | MSFTMICROSOFT CORP | 6,567 | $2.4M | 0.6% |
| 16 | BRK/BBERKSHIRE HATHAWAY INC DEL | 4,499 | $2.3M | 0.5% |
| 17 | MCKMCKESSON CORP | 2,838 | $2.1M | 0.5% |
| 18 | CVXCHEVRON CORPORATION | 12,787 | $2.1M | 0.5% |
| 19 | GOOGALPHABET INC | 5,855 | $2.1M | 0.5% |
| 20 | AMZNAMAZON COM INC | 8,544 | $2.0M | 0.5% |
| 21 | QQQINVESCO QQQ TR | 2,518 | $1.9M | 0.4% |
| 22 | SMHVANECK ETF TRUST | 2,612 | $1.7M | 0.4% |
| 23 | GOOGLALPHABET INC | 4,766 | $1.7M | 0.4% |
| 24 | JNJJOHNSON & JOHNSON | 6,514 | $1.7M | 0.4% |
| 25 | ABTABBOTT LABORATORIES | 16,599 | $1.5M | 0.3% |
| 26 | AORISHARES TR | 21,069 | $1.5M | 0.3% |
| 27 | SDYSPDR SERIES TRUST | 8,981 | $1.4M | 0.3% |
| 28 | AOAISHARES TR | 11,084 | $1.1M | 0.2% |
| 29 | VGTVANGUARD WORLD FD | 8,886 | $1.1M | 0.2% |
| 30 | DHRDANAHER CORP DEL | 5,243 | $998,687 | 0.2% |
| 31 | CSCOCISCO SYS INC | 8,379 | $984,216 | 0.2% |
| 32 | GEGE AEROSPACE | 2,468 | $922,512 | 0.2% |
| 33 | LLYELI LILLY & CO | 723 | $867,144 | 0.2% |
| 34 | CATCATERPILLAR INC | 776 | $826,068 | 0.2% |
| 35 | WHITE MTNS INS GROUP LTD | 383 | $794,109 | 0.2% |
| 36 | HDHOME DEPOT INC | 2,226 | $784,993 | 0.2% |
| 37 | VIGVANGUARD SPECIALIZED FUNDS | 3,113 | $736,641 | 0.2% |
| 38 | BUSEFIRST BUSEY CORP | 24,810 | $731,884 | 0.2% |
| 39 | EXMOCEXXON MOBIL CORP | 5,330 | $728,714 | 0.2% |
| 40 | GEVGE VERNOVA INC | 618 | $726,107 | 0.2% |
| 41 | AVGOBROADCOM INC | 1,864 | $704,201 | 0.2% |
| 42 | SHWSHERWIN WILLIAMS CO | 1,967 | $677,342 | 0.2% |
| 43 | RWOSPDR INDEX SHS FDS | 12,493 | $621,014 | 0.1% |
| 44 | MCDMCDONALDS CORP | 2,176 | $588,243 | 0.1% |
| 45 | AOMISHARES TR | 11,532 | $575,332 | 0.1% |
| 46 | WECWEC ENERGY GROUP INC | 4,922 | $574,692 | 0.1% |
| 47 | VOOVANGUARD INDEX FDS | 824 | $566,216 | 0.1% |
| 48 | TSLATESLA INC | 1,322 | $556,034 | 0.1% |
| 49 | DISDISNEY WALT CO | 5,587 | $537,925 | 0.1% |
| 50 | IBMINTERNATIONAL BUSINESS MACHS | 1,854 | $521,350 | 0.1% |
| 51 | WMTWALMART INC | 4,594 | $520,371 | 0.1% |
| 52 | BF/BBROWN FORMAN CORP | 18,590 | $495,430 | 0.1% |
| 53 | NEENEXTERA ENERGY INC | 5,342 | $468,896 | 0.1% |
| 54 | LLOEWS CORP | 4,019 | $454,991 | 0.1% |
| 55 | METAMETA PLATFORMS INC | 776 | $437,139 | 0.1% |
| 56 | PGPROCTER & GAMBLE CO | 2,892 | $424,060 | 0.1% |
| 57 | JPMJPMORGAN CHASE & CO | 1,266 | $414,352 | 0.1% |
| 58 | TAKTAKEDA PHARMACEUTICAL CO LTD | 25,746 | $412,703 | 0.1% |
| 59 | HUBBHUBBELL INC | 780 | $408,048 | 0.1% |
| 60 | PMPHILIP MORRIS INTL INC | 2,246 | $406,465 | 0.1% |
| 61 | WMWASTE MGMT INC DEL | 1,814 | $404,264 | 0.1% |
| 62 | SOXXISHARES TR | 628 | $402,422 | 0.1% |
| 63 | VZVERIZON COMMUNICATIONS INC | 9,438 | $399,611 | 0.1% |
| 64 | VVISA INC | 1,154 | $396,073 | 0.1% |
| 65 | NFLXNETFLIX INC. | 5,360 | $382,704 | 0.1% |
| 66 | VUGVANGUARD INDEX FDS | 4,220 | $363,524 | 0.1% |
| 67 | VTVVANGUARD INDEX FDS | 1,656 | $360,921 | 0.1% |
| 68 | XLYSELECT SECTOR SPDR TR | 2,962 | $347,410 | 0.1% |
| 69 | AON PLC | 1,030 | $341,641 | 0.1% |
| 70 | GDGENERAL DYNAMICS CORP | 933 | $330,484 | 0.1% |
| 71 | ORCLORACLE CORP | 2,206 | $323,353 | 0.1% |
| 72 | MSMORGAN STANLEY | 1,529 | $319,718 | 0.1% |
| 73 | AMLPALPS ETF TR | 6,027 | $312,512 | 0.1% |
| 74 | AMDADVANCED MICRO DEVICES INC | 506 | $293,941 | 0.1% |
| 75 | MDLZMONDELEZ INTL INC | 4,963 | $287,356 | 0.1% |
| 76 | JNKSPDR SERIES TRUST | 2,929 | $282,244 | 0.1% |
| 77 | EXCEXELON CORP | 6,026 | $280,939 | 0.1% |
| 78 | KOCOCA COLA CO | 3,443 | $279,940 | 0.1% |
| 79 | TSMTAIWAN SEMICONDUCTOR MANUFAC | 568 | $271,260 | 0.1% |
| 80 | TAT&T INC | 13,003 | $269,167 | 0.1% |
| 81 | VTIVANGUARD INDEX FDS | 684 | $253,235 | 0.1% |
| 82 | MRKMERCK & CO INC | 1,947 | $250,224 | 0.1% |
| 83 | CEGCONSTELLATION ENERGY CORP | 968 | $240,344 | 0.1% |
| 84 | SOSOUTHERN CO | 2,374 | $227,216 | 0.1% |
| 85 | GLWCORNING INC | 867 | $221,541 | 0.1% |
| 86 | VWOVANGUARD INTL EQUITY INDEX F | 3,574 | $213,328 | 0% |
| 87 | MUMICRON TECHNOLOGY INC | 182 | $210,081 | 0% |
| 88 | VTVANGUARD INTL EQUITY INDEX F | 1,321 | $207,308 | 0% |
| 89 | CMCANADIAN IMPERIAL BANK OF CO | 1,769 | $203,435 | 0% |
| 90 | ASTRAZENECA PLC | 1,070 | $202,894 | 0% |
| 91 | GLNDGREENLAND ENERGY CO | 33,330 | $73,326 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.