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MPS Loria Financial Planners, LLC

CIK 1716180 · latest 13F filed 14 October 2026 · Read the filing on EDGAR

MPS Loria Financial Planners, LLC reported 87 US-listed holdings worth $527.1 million in its 13F for the quarter ended 30 September 2026, filed 14 October 2026. Its largest: iShares Trust (27.8%), Apple Inc. (17.2%) and iShares Core MSCI Eafe ETF (14.6%). Against the quarter before, it opened 2 positions, added to 59, trimmed 13 and sold out of 6.

Reported holdings$527.1M+21.2% on Q2 2026
Positions87-4 on Q2 2026
The largest ten86.3%of its reported holdings
Latest 13FQ3 2026filed 14 October 2026
Where the money is
OpenedAdded toTrimmed
IWB27.8%AAPL17.2%IEFA14.6%IEMG10.0%VB8.7%USRT3.3%SCHP1.6%IWV1.3%AGG1.0%EFA0.8%ABBV0.8%NVDA0.7%73 more10.9%

The 14 largest of its 87 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q2 2026.

Reported holdings, quarter by quarter
Q3 2024: $335.5 million in 82 positions$336MQ3 24Q4 2024: $337.8 million in 80 positions$338MQ4 24Q1 2025: $337.2 million in 80 positions$337MQ1 25Q2 2025: $339.9 million in 80 positions$340MQ2 25Q3 2025: $376.3 million in 83 positions$376MQ3 25Q4 2025: $389.0 million in 85 positions$389MQ4 25Q1 2026: $379.0 million in 89 positions$379MQ1 26Q2 2026: $435.0 million in 91 positions$435MQ2 26Q3 2026: $527.1 million in 87 positions$527MQ3 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What its reported holdings returned

Held through each quarter, the holdings it reported returned +29.1% over the 8 quarters to 30 September 2026, against +32.9% for the S&P 500.

Its reported holdingsThe S&P 500
100110120130Q3 24Q4 24Q1 25Q2 25Q3 25Q4 25Q1 26Q2 26Q3 26Its holdings +29.1%S&P 500 +32.9%

Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.

What it did on the quarter

Opened 2Added 59Held 13Trimmed 13Sold out 6
Opened: 2Added: 59Held: 13Trimmed: 13Sold out: 6

Its positions against its 13F for the quarter to 30 June 2026; a change under 0.1% of a position counts as held

Opened 2

  1. iShares Core MSCI Eafe ETF IEFA$77.1 million
  2. iShares Bitcoin Trust ETF IBIT$248,109

Added to 59

  1. iShares Trust IWB+4,044 shares · +1%
  2. iShares Trust AGG+14,050 shares · +33%
  3. iShares Trust IWV+2,852 shares · +22%
  4. iShares Core MSCI Emerging Mark IEMG+14,079 shares · +2%
  5. Vanguard Small Cap ETF VB+3,595 shares · +2%
  6. iShares Trust EFA+7,784 shares · +23%
  7. Vanguard S&P 500 VOO+464 shares · +56%
  8. iShares Trust USRT+4,247 shares · +2%

and 51 more in the table below

Trimmed 13

  1. Apple Inc. AAPL-3,896 shares · -1%
  2. Vanguard Specialized Funds VIG-463 shares · -15%
  3. Schwab Strategic Trust SCHP-3,114 shares · -1%
  4. SPDR S&P 500 SPY-83 shares · -2%
  5. Abbott Laboratories ABT-565 shares · -3%
  6. AT&T Inc. T-1,730 shares · -13%
  7. Philip Morris International Inc. PM-166 shares · -7%
  8. Meta Platforms, Inc. META-36 shares · -5%

and 5 more in the table below

Sold out of 6

  1. ExxonMobil Holdings Corp. XOM$728,714 last quarter
  2. Corning Inc. GLW$221,541 last quarter
  3. Micron Technology Inc. MU$210,081 last quarter
  4. Vanguard Intl Equity Index F VT$207,308 last quarter
  5. Canadian Imperial Bank of Commerce CM$203,435 last quarter
  6. AstraZeneca PLC AZN$202,894 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
iShares Trust IWB351.5K$146.3 million27.75%+4.0K
Apple Inc. AAPL272.9K$90.9 million17.24%-3.9K
iShares Core MSCI Eafe ETF IEFA796.2K$77.1 million14.63%new
iShares Core MSCI Emerging Mark IEMG646.5K$52.5 million9.95%+14.1K
Vanguard Small Cap ETF VB161.9K$46.1 million8.74%+3.6K
iShares Trust USRT279.7K$17.2 million3.27%+4.2K
Schwab Strategic Trust SCHP337.9K$8.5 million1.61%-3.1K
iShares Trust IWV16.0K$6.9 million1.31%+2.9K
iShares Trust AGG56.8K$5.4 million1.02%+14.1K
iShares Trust EFA41.6K$4.3 million0.82%+7.8K
AbbVie Inc. ABBV16.2K$4.2 million0.80%+95
NVIDIA Corp. NVDA15.4K$3.5 million0.67%+560
Microsoft Corp. MSFT6.8K$3.5 million0.66%+196
SPDR S&P 500 SPY4.5K$3.4 million0.65%-83
Progressive Corp. PGR14.1K$2.9 million0.55%no change
UnitedHealth Group Inc. UNH7.7K$2.8 million0.53%+45
Chevron Corp. CVX12.8K$2.6 million0.50%+3
McKesson Corp. MCK2.8K$2.4 million0.46%+3
Berkshire Hathaway Inc. Class B BRKB4.5K$2.2 million0.43%+1
Amazon.com Inc. AMZN8.5K$2.1 million0.40%-3
Alphabet Inc. GOOG5.9K$2.0 million0.38%+3
Invesco QQQ Trust QQQ2.6K$1.9 million0.36%+71
Johnson & Johnson JNJ6.5K$1.7 million0.33%+12
Alphabet Inc. GOOGL4.8K$1.7 million0.31%+58
Vaneck ETF Trust SMH2.6K$1.6 million0.30%no change
Abbott Laboratories ABT16.0K$1.6 million0.30%-565
iShares Trust AOR21.2K$1.5 million0.28%+122
SPDR S&P Dividend ETF SDY9.0K$1.3 million0.25%+36
iShares Trust AOA12.4K$1.2 million0.23%+1.4K
Danaher Corp. DHR5.2K$1.2 million0.22%no change
Vanguard World FD VGT8.9K$1.1 million0.21%+11
Cisco Systems, Inc. CSCO8.4K$904,5940.17%+26
Vanguard S&P 500 VOO1.3K$902,4940.17%+464
Eli Lilly & Co. LLY722$835,1130.16%-1
General Electric Co. GE2.5K$775,8690.15%+16
White Mtns Ins Group Ltd WTM383$768,4860.15%no change
SPDR Index SHS FDS RWO16.1K$749,0100.14%+3.6K
First Busey Corp. BUSE25.0K$728,7850.14%+208
Broadcom Inc. AVGO1.9K$664,5140.13%+28
Sherwin Williams Co. SHW2.0K$637,4900.12%+5
Home Depot, Inc. HD2.2K$634,0800.12%+3
Caterpillar Inc. CAT777$630,1270.12%+1
Vanguard Specialized Funds VIG2.6K$618,3770.12%-463
GE Vernova Inc. GEV642$610,2550.12%+24
McDonald's Corp. MCD2.6K$593,0590.11%+392
iShares Trust AOM12.0K$584,3560.11%+457
Walt Disney Co. DIS5.5K$582,1510.11%-37
Meta Platforms, Inc. META740$536,8620.10%-36
WEC Energy Group, Inc. WEC5.0K$499,2950.09%+32
Brown Forman Corp. BFB18.6K$487,0650.09%no change
Walmart Inc. WMT4.6K$477,8820.09%+5
Takeda Pharmaceutical Company Limited TAK25.7K$467,5490.09%-42
Tesla, Inc. TSLA1.3K$465,1560.09%-11
iShares Trust SOXX806$458,5590.09%+178
Procter & Gamble Co. PG3.1K$444,8360.08%+170
Verizon Communications Inc. VZ9.5K$434,7050.08%+39
Loews Corp. L4.0K$419,7050.08%no change
JPMorgan Chase & Co. JPM1.3K$419,3880.08%+2
Visa Inc. V1.2K$415,3620.08%+2
Netflix Inc. NFLX5.9K$411,2180.08%+550
International Business Machines Corp. IBM1.9K$409,5220.08%+8
NextEra Energy Inc. NEE5.4K$407,0790.08%+33
Hubbell Inc. HUBB880$399,1270.08%+100
Philip Morris International Inc. PM2.1K$396,9020.08%-166
Waste Management Inc. WM1.8K$371,4790.07%+8
Vanguard Growth ETF VUG4.1K$370,0020.07%-114
SPDR Ser Trust JNK4.0K$369,7190.07%+1.1K
Vanguard Value ETF VTV1.7K$359,4580.07%+8
Select Sector SPDR Trust XLY3.0K$322,9140.06%+5
Coca-Cola Co. KO3.7K$319,2500.06%+265
Alps ETF Trust AMLP6.2K$319,0850.06%+125
Advanced Micro Devices Inc. AMD509$311,3860.06%+3
General Dynamics Corp. GD933$309,6220.06%no change
Oracle Corp. ORCL2.2K$303,9160.06%+8
Morgan Stanley MS1.5K$288,6500.05%+6
Mondelez International, Inc. MDLZ5.0K$288,4400.05%+20
Aon plc AON1.0K$285,0740.05%no change
Merck & Co., Inc. MRK2.0K$284,2680.05%+9
AT&T Inc. T11.3K$275,0720.05%-1.7K
Taiwan Semiconductor Manufacturing Company Limited TSM568$259,1160.05%no change
VG Totl STK Vprs VTI686$256,5760.05%+2
iShares Bitcoin Trust ETF IBIT5.2K$248,1090.05%new
Greenland Energy Co. GLND48.1K$246,7740.05%+14.8K
Constellation Energy Corp. CEG969$246,0800.05%+1
Exelon Corp. EXC6.0K$244,0080.05%+14
Vanguard Ftse Emerging Markets VWO3.6K$212,3650.04%+7
Southern Co. SO2.4K$200,0140.04%+39
Every US-listed position in the fund's 13F for the quarter ended 30 September 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 6 it sold out of are in the box above.