Q3 2026 13F · SEC CIK 1716180

MPS Loria Financial Planners, LLC

Wealth managerFiled 2026-10-14 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $527.1M
Reported positions: 87
Top holdings a year, 3 yrs: +17.9%
Assets under management: $826.6M

MPS Loria Financial Planners, LLC is a wealth manager that reported 87 positions worth $527.1M in its Q3 2026 13F, filed 2026-10-14. Its largest holdings were Ishares Tr (IWB, 27.8%), Apple Inc (AAPL, 17.2%), Ishares Tr (IEFA, 14.6%). A portfolio copying its top holdings returned 17.9% a year over the last 3 years, against 20.4% for the S&P 500.

MPS Loria Financial Planners, LLC holdings largest 50 of 87 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.

MPS Loria Financial Planners, LLC 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
IWBIshares Tr	27.8%	32.7%	351,528	+1.2%	$146.3M
AAPLApple Inc	17.2%	18.4%	272,901	-1.4%	$90.9M
IEFAIshares Tr	14.6%	—	796,184	—	$77.1M
IEMGIshares Inc	10.0%	12.0%	646,450	+2.2%	$52.5M
VBVanguard Index Fds	8.7%	11.0%	161,923	+2.3%	$46.1M
USRTIshares Tr	3.3%	4.2%	279,719	+1.5%	$17.2M
SCHPSchwab Strategic Tr	1.6%	2.1%	337,886	-0.9%	$8.5M
IWVIshares Tr	1.3%	1.3%	15,952	+21.8%	$6.9M
AGGIshares Tr	1.0%	1.0%	56,841	+32.8%	$5.4M
EFAIshares Tr	0.8%	0.8%	41,630	+23.0%	$4.3M
ABBVAbbvie Inc	0.8%	0.9%	16,160	+0.6%	$4.2M
NVDANvidia Corporation	0.7%	0.7%	15,375	+3.8%	$3.5M
MSFTMicrosoft Corp	0.7%	0.6%	6,763	+3.0%	$3.5M
SPYState Str Spdr S&p 500 ETF T	0.6%	0.8%	4,462	-1.8%	$3.4M
PGRProgressive Corp	0.6%	0.7%	14,077	+0.0%	$2.9M
UNHUnitedhealth Group Inc	0.5%	0.7%	7,664	+0.6%	$2.8M
CVXChevron Corporation	0.5%	0.5%	12,790	+0.0%	$2.6M
MCKMckesson Corp	0.5%	0.5%	2,841	+0.1%	$2.4M
BRK-BBerkshire Hathaway Inc Del	0.4%	0.5%	4,500	+0.0%	$2.2M
AMZNAmazon Com Inc	0.4%	0.5%	8,541	-0.0%	$2.1M
GOOGAlphabet Inc	0.4%	0.5%	5,858	+0.1%	$2.0M
QQQInvesco Qqq Tr	0.4%	0.4%	2,589	+2.8%	$1.9M
JNJJohnson & Johnson	0.3%	0.4%	6,526	+0.2%	$1.7M
GOOGLAlphabet Inc	0.3%	0.4%	4,824	+1.2%	$1.7M
SMHVaneck ETF Trust	0.3%	0.4%	2,612	+0.0%	$1.6M
ABTAbbott Laboratories	0.3%	0.3%	16,034	-3.4%	$1.6M
AORIshares Tr	0.3%	0.3%	21,191	+0.6%	$1.5M
SDYSpdr Ser Tr	0.3%	0.3%	9,017	+0.4%	$1.3M
AOAIshares Tr	0.2%	0.2%	12,449	+12.3%	$1.2M
DHRDanaher Corp Del	0.2%	0.2%	5,243	+0.0%	$1.2M
VGTVanguard World Fd	0.2%	0.2%	8,897	+0.1%	$1.1M
CSCOCisco Sys Inc	0.2%	0.2%	8,405	+0.3%	$905K
VOOVanguard Index Fds	0.2%	0.1%	1,288	+56.3%	$902K
LLYEli Lilly & Co	0.2%	0.2%	722	-0.1%	$835K
GEGe Aerospace	0.1%	0.2%	2,484	+0.6%	$776K
WTMWhite Mtns Ins Group Ltd	0.1%	0.2%	383	+0.0%	$768K
RWOSpdr Index Shs Fds	0.1%	0.1%	16,142	+29.2%	$749K
BUSEFirst Busey Corp Com New	0.1%	0.2%	25,018	+0.8%	$729K
AVGOBroadcom Inc	0.1%	0.2%	1,892	+1.5%	$665K
SHWSherwin Williams Co	0.1%	0.2%	1,972	+0.3%	$637K
HDHome Depot Inc	0.1%	0.2%	2,229	+0.1%	$634K
CATCaterpillar Inc	0.1%	0.2%	777	+0.1%	$630K
VIGVanguard Specialized Funds	0.1%	0.2%	2,650	-14.9%	$618K
GEVGe Vernova Inc	0.1%	0.2%	642	+3.9%	$610K
MCDMcdonalds Corp	0.1%	0.1%	2,568	+18.0%	$593K
AOMIshares Tr	0.1%	0.1%	11,989	+4.0%	$584K
DISDisney Walt Co	0.1%	0.1%	5,550	-0.7%	$582K
METAMeta Platforms Inc	0.1%	—	740	—	$537K
WECWec Energy Group Inc	0.1%	0.1%	4,954	+0.7%	$499K
BF-BBrown Forman Cl B	0.1%	—	18,590	—	$487K

What MPS Loria Financial Planners, LLC bought and sold in Q3 2026, against Q2 2026.

New positions

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

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: +22.6% /yr; S&P 500 +20.1%
3 years: +17.9% /yr; S&P 500 +20.4%
5 years: +10.6% /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	$527.1M	87
Q2 2026	$435.0M	91
Q1 2026	$379.0M	89
Q4 2025	$389.0M	85
Q3 2025	$376.3M	83
Q2 2025	$339.9M	80
Q1 2025	$337.2M	80
Q4 2024	$337.8M	80
Q3 2024	$335.5M	82
Q2 2024	$310.3M	80
Q1 2024	$297.7M	80
Q4 2023	$284.7M	84

Questions about MPS Loria Financial Planners, LLC's portfolio

What stocks does MPS Loria Financial Planners, LLC own?

MPS Loria Financial Planners, LLC's latest 13F, for Q3 2026 and filed Oct 14, 2026, lists 87 positions worth $527.1M. The largest are Ishares Tr (IWB) at 27.8%, Apple Inc (AAPL) at 17.2%, Ishares Tr (IEFA) at 14.6%, Ishares Inc (IEMG) at 10.0% and Vanguard Index Fds (VB) at 8.7%.

What did MPS Loria Financial Planners, LLC buy last quarter?

In Q3 2026, MPS Loria Financial Planners, LLC added Vanguard Index Fds (VOO) (+56.3% shares), Ishares Tr (AGG) (+32.8% shares) and Spdr Index Shs Fds (RWO) (+29.2% shares), compared with its Q2 2026 filing.

What did MPS Loria Financial Planners, LLC sell last quarter?

In Q3 2026, MPS Loria Financial Planners, LLC cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Tesla Inc (TSLA), cut from its top 50 International Business Machs (IBM) and Vanguard Specialized Funds (VIG) (-14.9% shares), compared with its Q2 2026 filing.

How has MPS Loria Financial Planners, LLC's portfolio performed?

A portfolio copying MPS Loria Financial Planners, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +17.9% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +22.6% against +20.1%. Over 5 years: +10.6% a year against +11.6%.

When is MPS Loria Financial Planners, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. MPS Loria Financial Planners, LLC'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 MPS Loria Financial Planners, LLC manage?

MPS Loria Financial Planners, LLC reported $826.6M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $527.1M.