Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
INVESTMENT PARTNERS, LTD. (CIK 1050068) reported $281.1M across 152 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VEA ($17.8M, 6.33%), IWF ($14.8M, 5.27%), IWD ($12.1M, 4.32%), AAPL ($9.0M, 3.19%), VWO ($8.4M, 2.98%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VEA | VANGUARD TAX-MANAGED FDS | $17.8M | 6.33% | 277,622 | Added |
| 2 | IWF | ISHARES TR | $14.8M | 5.27% | 34,714 | Trimmed |
| 3 | IWD | ISHARES TR | $12.1M | 4.32% | 56,778 | Trimmed |
| 4 | AAPL | APPLE INC | $9.0M | 3.19% | 35,289 | Trimmed |
| 5 | VWO | VANGUARD INTL EQUITY INDEX F | $8.4M | 2.98% | 155,045 | Trimmed |
| 6 | NVDA | NVIDIA CORPORATION | $8.1M | 2.87% | 46,256 | Trimmed |
| 7 | MSFT | MICROSOFT CORP | $7.5M | 2.66% | 20,221 | Trimmed |
| 8 | BSV | VANGUARD BD INDEX FDS | $7.2M | 2.58% | 92,321 | Added |
| 9 | VIG | VANGUARD SPECIALIZED FUNDS | $6.5M | 2.33% | 30,419 | Trimmed |
| 10 | IGSB | ISHARES TR | $6.3M | 2.24% | 119,733 | Added |
| 11 | IVW | ISHARES TR | $6.2M | 2.21% | 55,002 | Added |
| 12 | IEFA | ISHARES TR | $5.5M | 1.96% | 60,903 | Trimmed |
| 13 | IWP | ISHARES TR | $5.5M | 1.96% | 43,092 | Trimmed |
| 14 | IWS | ISHARES TR | $5.5M | 1.95% | 37,647 | Trimmed |
| 15 | LLY | ELI LILLY & CO | $5.3M | 1.88% | 5,760 | Added |
| 16 | IVE | ISHARES TR | $5.2M | 1.83% | 24,392 | Added |
| 17 | JPM | JPMORGAN CHASE & CO | $5.1M | 1.81% | 17,286 | Trimmed |
| 18 | SHYG | ISHARES TR | $4.9M | 1.74% | 115,384 | Trimmed |
| 19 | EFA | ISHARES TR | $4.0M | 1.44% | 41,681 | Trimmed |
| 20 | XLU | SELECT SECTOR SPDR TR | $3.6M | 1.28% | 78,293 | Trimmed |
| 21 | IAGG | ISHARES TR | $3.4M | 1.19% | 67,040 | Added |
| 22 | IVV | ISHARES TR | $3.3M | 1.17% | 5,013 | Trimmed |
| 23 | IWN | ISHARES TR | $3.3M | 1.16% | 17,194 | Trimmed |
| 24 | SLV | ISHARES SILVER TR | $3.0M | 1.06% | 43,635 | Added |
| 25 | USMV | ISHARES TR | $2.9M | 1.03% | 31,162 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31