Q3 2026 13F · SEC CIK 1050068

Investment Partners, Ltd.

Wealth managerFiled 2026-10-29 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $648.0M
Reported positions: 231
Top holdings a year, 3 yrs: +17.1%
Assets under management: $892.3M

Investment Partners, Ltd. is a wealth manager that reported 231 positions worth $648.0M in its Q3 2026 13F, filed 2026-10-29. Its largest holdings were Vanguard Ftse Developed Markets Index Fu (VEA, 6.2%), Ishares Tr (IWF, 5.0%), Ishares Tr (IWD, 4.0%). A portfolio copying its top holdings returned 17.1% a year over the last 3 years, against 20.4% for the S&P 500.

Investment Partners, Ltd. holdings largest 50 of 231 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Investment Partners, Ltd. 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
VEAVanguard Ftse Developed Markets Index Fu	6.2%	6.5%	570,397	+95.8%	$40.3M
IWFIshares Tr	5.0%	5.4%	259,242	+87.2%	$32.5M
IWDIshares Tr	4.0%	4.3%	104,438	+83.4%	$25.9M
NVDANvidia Corporation	3.2%	2.9%	90,510	+95.2%	$20.7M
VWOVanguard Intl Equity Index F	3.0%	3.0%	327,580	+104.4%	$19.4M
AAPLApple Inc	2.9%	3.2%	57,332	+61.6%	$19.1M
BSVVanguard Bd Index Fds	2.5%	2.5%	216,052	+109.4%	$16.5M
IVWIshares Tr	2.5%	2.4%	115,767	+110.1%	$16.5M
MSFTMicrosoft Corp	2.4%	2.3%	30,056	+51.7%	$15.4M
IGSBIshares Tr	2.2%	2.2%	279,420	+105.8%	$14.3M
VIGVanguard Specialized Funds	2.1%	2.1%	57,716	+102.8%	$13.5M
IEFAIshares Tr	1.9%	1.8%	128,612	+111.9%	$12.5M
IWSIshares Tr	1.8%	2.0%	74,046	+91.2%	$11.9M
IWPIshares Tr	1.8%	2.0%	86,143	+94.5%	$11.9M
IVEIshares Tr	1.7%	1.7%	47,298	+93.2%	$10.8M
JPMJpmorgan Chase & Co	1.6%	1.8%	30,864	+76.5%	$10.2M
SHYGIshares Tr	1.5%	1.7%	238,250	+85.9%	$9.8M
BRK-BBerkshire Hathaway Inc Del	1.5%	0.8%	18,967	+266.2%	$9.4M
MUMicron Technology Inc	1.4%	1.6%	8,793	+97.7%	$9.4M
EFAIshares Tr	1.3%	1.4%	82,597	+98.2%	$8.6M
IVVIshares Tr	1.3%	1.2%	11,174	+124.2%	$8.6M
LLYEli Lilly & Co	1.3%	2.1%	7,314	+28.6%	$8.5M
IAGGIshares Tr	1.2%	1.2%	153,497	+101.0%	$7.6M
IWNIshares Tr	1.1%	1.2%	34,141	+94.0%	$7.2M
IWOIshares Tr	1.0%	1.1%	17,364	+95.6%	$6.2M
XLUSelect Sector Spdr Tr	0.9%	1.1%	154,792	+100.0%	$6.1M
GOVTIshares Tr	0.9%	—	260,724	—	$5.7M
VOVanguard Index Fds	0.9%	0.9%	71,696	+100.0%	$5.6M
MUBIshares Tr	0.9%	0.9%	54,572	+98.6%	$5.5M
SPDWSpdr Index Shs Fds	0.8%	0.7%	103,974	+121.2%	$5.2M
USMVIshares Tr	0.8%	0.9%	53,258	+70.7%	$5.2M
QQQInvesco Qqq Tr	0.8%	0.8%	6,818	+99.3%	$5.0M
SDYSpdr Ser Tr	0.8%	0.7%	33,944	+118.9%	$5.0M
XOMExxonmobil Holdings Corp	0.8%	—	30,034	—	$4.9M
GOOGAlphabet Inc	0.7%	0.9%	14,132	+74.3%	$4.8M
SLVIshares Silver Tr	0.7%	0.7%	85,460	+95.7%	$4.7M
IWBIshares Tr	0.7%	—	11,174	—	$4.6M
MBBIshares Tr	0.7%	—	47,764	—	$4.3M
CATCaterpillar Inc	0.6%	1.1%	4,972	+46.0%	$4.0M
VIGIVanguard Whitehall Fds	0.6%	0.6%	42,526	+100.0%	$4.0M
IBITIshares Bitcoin Trust ETF	0.6%	—	84,235	—	$4.0M
GLDSpdr Gold Tr	0.6%	0.6%	10,188	+95.1%	$3.9M
PREFPrincipal Exchange Traded Fd	0.6%	0.6%	211,070	+113.1%	$3.9M
IJHIshares Tr	0.6%	0.6%	53,793	+100.3%	$3.9M
VNQVanguard Index Fds	0.6%	0.6%	40,944	+100.0%	$3.7M
CRWDCrowdstrike Hldgs Inc	0.6%	—	13,848	—	$3.7M
COSTCostco Wholesale Corporation	0.6%	0.6%	4,018	+91.5%	$3.7M
VBVanguard Index Fds	0.6%	0.6%	12,797	+94.3%	$3.6M
ASMLAsml Hldg NV	0.6%	0.6%	1,999	+97.3%	$3.6M
GOOGLAlphabet Inc	0.6%	0.7%	10,529	+57.7%	$3.6M

What Investment Partners, Ltd. bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

BRK-B Berkshire Hathaway Inc Del+266.2% shares
IVV Ishares Tr+124.2% shares
SPDW Spdr Index Shs Fds+121.2% shares
SDY Spdr Ser Tr+118.9% shares
PREF Principal Exchange Traded Fd+113.1% shares
IEFA Ishares Tr+111.9% shares
IVW Ishares Tr+110.1% shares
BSV Vanguard Bd Index Fds+109.4% shares

Reduced

No position shrank by more than 5%.

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +16.6% /yr; S&P 500 +20.1%
3 years: +17.1% /yr; S&P 500 +20.4%
5 years: +9.1% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$648.0M	231
Q2 2026	$319.9M	167
Q1 2026	$281.1M	152
Q4 2025	$285.7M	149
Q3 2025	$284.0M	154
Q2 2025	$264.2M	158
Q1 2025	$241.2M	148
Q4 2024	$242.8M	146
Q3 2024	$240.1M	147
Q2 2024	$222.6M	142
Q1 2024	$220.5M	142
Q4 2023	$203.1M	133

Questions about Investment Partners, Ltd.'s portfolio

What stocks does Investment Partners, Ltd. own?

Investment Partners, Ltd.'s latest 13F, for Q3 2026 and filed Oct 29, 2026, lists 231 positions worth $648.0M. The largest are Vanguard Ftse Developed Markets Index Fu (VEA) at 6.2%, Ishares Tr (IWF) at 5.0%, Ishares Tr (IWD) at 4.0%, Nvidia Corporation (NVDA) at 3.2% and Vanguard Intl Equity Index F (VWO) at 3.0%.

What did Investment Partners, Ltd. buy last quarter?

In Q3 2026, Investment Partners, Ltd. added Berkshire Hathaway Inc Del (BRK-B) (+266.2% shares), Ishares Tr (IVV) (+124.2% shares) and Spdr Index Shs Fds (SPDW) (+121.2% shares), compared with its Q2 2026 filing.

What did Investment Partners, Ltd. sell last quarter?

In Q3 2026, Investment Partners, Ltd. cut from its top 50 American Elec Pwr Co Inc (AEP), cut from its top 50 Oracle Corp (ORCL), cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Walmart Inc (WMT) and cut from its top 50 Vaneck ETF Trust (XMPT), compared with its Q2 2026 filing.

How has Investment Partners, Ltd.'s portfolio performed?

A portfolio copying Investment Partners, Ltd.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +17.1% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +16.6% against +20.1%. Over 5 years: +9.1% a year against +11.6%.

When is Investment Partners, Ltd.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Investment Partners, Ltd.'s filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.

How much money does Investment Partners, Ltd. manage?

Investment Partners, Ltd. reported $892.3M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $648.0M.