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.
MPS Loria Financial Planners, LLC (CIK 1716180) reported $379.0M across 89 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IWB ($121.6M, 32.07%), AAPL ($71.0M, 18.74%), IEMG ($43.9M, 11.59%), VB ($40.4M, 10.67%), USRT ($15.8M, 4.18%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IWB | ISHARES TR | $121.6M | 32.07% | 340,935 | Added |
| 2 | AAPL | APPLE INC | $71.0M | 18.74% | 279,808 | Trimmed |
| 3 | IEMG | ISHARES INC | $43.9M | 11.59% | 629,977 | Trimmed |
| 4 | VB | VANGUARD INDEX FDS | $40.4M | 10.67% | 154,343 | Added |
| 5 | USRT | ISHARES TR | $15.8M | 4.18% | 267,536 | Added |
| 6 | SCHP | SCHWAB STRATEGIC TR | $9.0M | 2.36% | 336,363 | Trimmed |
| 7 | IWV | ISHARES TR | $4.8M | 1.26% | 12,897 | Added |
| 8 | AGG | ISHARES TR | $4.0M | 1.06% | 40,287 | Added |
| 9 | ABBV | ABBVIE INC | $3.5M | 0.92% | 15,980 | Added |
| 10 | EFA | ISHARES TR | $3.1M | 0.81% | 31,453 | Trimmed |
| 11 | SPY | STATE STR SPDR S&P 500 ETF T | $3.0M | 0.80% | 4,686 | Trimmed |
| 12 | PGR | PROGRESSIVE CORP | $2.8M | 0.74% | 14,077 | Trimmed |
| 13 | MSFT | MICROSOFT CORP | $2.8M | 0.74% | 7,531 | Added |
| 14 | NVDA | NVIDIA CORPORATION | $2.7M | 0.70% | 15,218 | Added |
| 15 | CVX | CHEVRON CORPORATION | $2.6M | 0.70% | 12,783 | Added |
| 16 | MCK | MCKESSON CORP | $2.5M | 0.65% | 2,835 | Added |
| 17 | GOOGL | ALPHABET INC | $2.4M | 0.64% | 8,401 | Trimmed |
| 18 | UNH | UNITEDHEALTH GROUP INC | $2.1M | 0.54% | 7,578 | Added |
| 19 | AMZN | AMAZON COM INC | $1.8M | 0.47% | 8,537 | Added |
| 20 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.7M | 0.46% | 3,648 | Hold |
| 21 | ABT | ABBOTT LABORATORIES | $1.7M | 0.45% | 16,618 | Added |
| 22 | GOOG | ALPHABET INC | $1.7M | 0.44% | 5,853 | Added |
| 23 | QQQ | INVESCO QQQ TR | $1.6M | 0.43% | 2,822 | Trimmed |
| 24 | JNJ | JOHNSON & JOHNSON | $1.6M | 0.42% | 6,506 | Trimmed |
| 25 | AOR | ISHARES TR | $1.4M | 0.36% | 21,100 | Added |
Source: SEC Form 13F filings · as of 2026-03-31