MPS Loria Financial Planners, LLC — 13F Holdings & Portfolio
CIK 1716180 · latest 13F-HR filed 2026-05-08
MPS Loria Financial Planners, LLC manages $379.0M in 13F-reported U.S. long-equity assets across 94 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are IWB (32.00%), AAPL (18.74%), IEMG (11.57%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 5 new positions, exited 1, added to 28, and trimmed 31.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$379.0M
Long-equity book
94
Distinct positions
2026-03-31
Filed 2026-05-08
+5 / −1 / ↑28 / ↓31
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ISHARES TR$1.6M +10.9%
- CHEVRON CORPORATION$697.1K +35.8%
- NVIDIA CORPORATION$412.8K +18.4%
- EXXON MOBIL CORP$266.5K +41.7%
- JOHNSON & JOHNSON$239.8K +17.8%
Top Trims
- APPLE INC-$5.6M -7.4%
- SCHWAB STRATEGIC TR-$2.2M -19.6%
- PROGRESSIVE CORP-$870.4K -23.8%
- MICROSOFT CORP-$825.6K -22.8%
- UNITEDHEALTH GROUP INC-$435.5K -17.5%
New Positions
- TAKEDA PHARMACEUTICAL CO LTD$476.8K
- ASTRAZENECA PLC$213.0K
- CONOCOPHILLIPS$210.6K
- ISHARES TR$206.3K
- ISHARES BITCOIN TRUST ETF$201.4K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR | IWB | 464287622 | $121.3M | 32.00% | 340,124 | SH |
| 2 | APPLE INC | AAPL | 037833100 | $71.0M | 18.74% | 279,808 | SH |
| 3 | ISHARES INC | IEMG | 46434G103 | $43.8M | 11.57% | 628,415 | SH |
| 4 | VANGUARD INDEX FDS | VB | 922908751 | $40.3M | 10.64% | 153,968 | SH |
| 5 | ISHARES TR | USRT | 464288521 | $15.8M | 4.17% | 266,750 | SH |
| 6 | SCHWAB STRATEGIC TR | SCHP | 808524870 | $8.9M | 2.35% | 334,108 | SH |
| 7 | ISHARES TR | IWV | 464287689 | $4.8M | 1.26% | 12,897 | SH |
| 8 | ISHARES TR | AGG | 464287226 | $4.0M | 1.06% | 40,287 | SH |
| 9 | ABBVIE INC | ABBV | 00287Y109 | $3.5M | 0.92% | 15,980 | SH |
| 10 | ISHARES TR | EFA | 464287465 | $3.1M | 0.81% | 31,453 | SH |
| 11 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $3.0M | 0.80% | 4,686 | SH |
| 12 | PROGRESSIVE CORP | PGR | 743315103 | $2.8M | 0.74% | 14,077 | SH |
| 13 | MICROSOFT CORP | MSFT | 594918104 | $2.8M | 0.74% | 7,531 | SH |
| 14 | NVIDIA CORPORATION | NVDA | 67066G104 | $2.7M | 0.70% | 15,218 | SH |
| 15 | CHEVRON CORPORATION | CVX | 166764100 | $2.6M | 0.70% | 12,783 | SH |
| 16 | MCKESSON CORP | MCK | 58155Q103 | $2.5M | 0.65% | 2,835 | SH |
| 17 | ALPHABET INC | GOOGL | 02079K305 | $2.4M | 0.64% | 8,401 | SH |
| 18 | UNITEDHEALTH GROUP INC | UNH | 91324P102 | $2.1M | 0.54% | 7,578 | SH |
| 19 | AMAZON COM INC | AMZN | 023135106 | $1.8M | 0.47% | 8,537 | SH |
| 20 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $1.7M | 0.46% | 3,648 | SH |
| 21 | ABBOTT LABORATORIES | ABT | 002824100 | $1.7M | 0.45% | 16,618 | SH |
| 22 | ALPHABET INC | GOOG | 02079K107 | $1.7M | 0.44% | 5,853 | SH |
| 23 | INVESCO QQQ TR | QQQ | 46090E103 | $1.6M | 0.43% | 2,822 | SH |
| 24 | JOHNSON & JOHNSON | JNJ | 478160104 | $1.6M | 0.42% | 6,506 | SH |
| 25 | ISHARES TR | AOR | 464289867 | $1.4M | 0.36% | 21,100 | SH |
| 26 | SPDR SERIES TRUST | SDY | 78464A763 | $1.3M | 0.34% | 8,943 | SH |
| 27 | VANECK ETF TRUST | SMH | 92189F676 | $1.1M | 0.28% | 2,742 | SH |
| 28 | ISHARES TR | AOA | 464289859 | $953.2K | 0.25% | 10,772 | SH |
| 29 | FIRST BUSEY CORP | BUSE | 319383204 | $939.8K | 0.25% | 37,190 | SH |
| 30 | EXXON MOBIL CORP | XOM | 30231G102 | $905.1K | 0.24% | 5,335 | SH |
| 31 | VANGUARD WORLD FD | VGT | 92204A702 | $774.2K | 0.20% | 1,110 | SH |
| 32 | HOME DEPOT INC | HD | 437076102 | $742.9K | 0.20% | 2,259 | SH |
| 33 | MCDONALDS CORP | MCD | 580135101 | $673.4K | 0.18% | 2,167 | SH |
| 34 | GE AEROSPACE | GE | 369604301 | $669.6K | 0.18% | 2,360 | SH |
| 35 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $669.2K | 0.18% | 3,111 | SH |
| 36 | ELI LILLY & CO | LLY | 532457108 | $665.2K | 0.18% | 723 | SH |
| 37 | CISCO SYS INC | CSCO | 17275R102 | $647.7K | 0.17% | 8,347 | SH |
| 38 | SHERWIN WILLIAMS CO | SHW | 824348106 | $628.9K | 0.17% | 1,962 | SH |
| 39 | WEC ENERGY GROUP INC | WEC | 92939U106 | $607.2K | 0.16% | 5,245 | SH |
| 40 | WALMART INC | WMT | 931142103 | $591.3K | 0.16% | 4,757 | SH |
| 41 | BROADCOM INC | AVGO | 11135F101 | $571.8K | 0.15% | 1,847 | SH |
| 42 | CATERPILLAR INC | CAT | 149123101 | $548.7K | 0.14% | 774 | SH |
| 43 | SPDR INDEX SHS FDS | RWO | 78463X749 | $539.4K | 0.14% | 11,785 | SH |
| 44 | GE VERNOVA INC | GEV | 36828A101 | $515.9K | 0.14% | 591 | SH |
| 45 | NETFLIX INC. | NFLX | 64110L106 | $515.4K | 0.14% | 5,360 | SH |
| 46 | ISHARES TR | AOM | 464289875 | $508.0K | 0.13% | 10,725 | SH |
| 47 | VERIZON COMMUNICATIONS INC | VZ | 92343V104 | $497.6K | 0.13% | 9,912 | SH |
| 48 | NEXTERA ENERGY INC | NEE | 65339F101 | $493.4K | 0.13% | 5,312 | SH |
| 49 | BROWN FORMAN CORP | BF.B | 115637209 | $491.5K | 0.13% | 18,590 | SH |
| 50 | TESLA INC | TSLA | 88160R101 | $491.5K | 0.13% | 1,322 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-08 | $379.0M | 94 | 0001172661-26-001631 |
| 2025-12-31 | 2026-02-03 | $389.0M | 90 | 0001172661-26-000445 |