# MPS Loria Financial Planners, LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1716180. Source: https://holderbook.com/funds/1716180-mps-loria-financial-planners-llc/

- Reported value: $435.0M
- Positions: 91
- Weight of the ten largest: 84.5%
- Filed: 2026-07-30

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| ISHARES TR | [IWB](https://holderbook.com/stocks/IWB/) | $142.3M | 347,484 | 32.7% | 31 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $80.1M | 276,797 | 18.4% | 31 |
| ISHARES INC | [IEMG](https://holderbook.com/stocks/IEMG/) | $52.4M | 632,371 | 12.0% | 21 |
| VANGUARD INDEX FDS | [VB](https://holderbook.com/stocks/VB/) | $48.0M | 158,328 | 11.0% | 9 |
| ISHARES TR | [USRT](https://holderbook.com/stocks/USRT/) | $18.3M | 275,472 | 4.2% | 6 |
| SCHWAB STRATEGIC TR | [SCHP](https://holderbook.com/stocks/SCHP/) | $9.0M | 341,000 | 2.1% | 10 |
| ISHARES TR | [IWV](https://holderbook.com/stocks/IWV/) | $5.6M | 13,100 | 1.3% | 31 |
| ISHARES TR | [AGG](https://holderbook.com/stocks/AGG/) | $4.2M | 42,791 | 1.0% | 31 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $4.0M | 16,065 | 0.9% | 31 |
| ISHARES TR | [EFA](https://holderbook.com/stocks/EFA/) | $3.5M | 33,846 | 0.8% | 31 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $3.4M | 4,545 | 0.8% | 31 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $3.2M | 7,619 | 0.7% | 31 |
| PROGRESSIVE CORP | [PGR](https://holderbook.com/stocks/PGR/) | $3.1M | 14,077 | 0.7% | 31 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $3.0M | 14,815 | 0.7% | 13 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $2.4M | 6,567 | 0.6% | 31 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $2.3M | 4,499 | 0.5% | 18 |
| MCKESSON CORP | [MCK](https://holderbook.com/stocks/MCK/) | $2.1M | 2,838 | 0.5% | 31 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $2.1M | 12,787 | 0.5% | 3 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $2.1M | 5,855 | 0.5% | 31 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $2.0M | 8,544 | 0.5% | 31 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $1.9M | 2,518 | 0.4% | 31 |
| VANECK ETF TRUST | [SMH](https://holderbook.com/stocks/SMH/) | $1.7M | 2,612 | 0.4% | 11 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $1.7M | 4,766 | 0.4% | 31 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $1.7M | 6,514 | 0.4% | 31 |
| ABBOTT LABORATORIES | [ABT](https://holderbook.com/stocks/ABT/) | $1.5M | 16,599 | 0.3% | 31 |
| ISHARES TR | [AOR](https://holderbook.com/stocks/AOR/) | $1.5M | 21,069 | 0.3% | 9 |
| SPDR SERIES TRUST | [SDY](https://holderbook.com/stocks/SDY/) | $1.4M | 8,981 | 0.3% | 31 |
| ISHARES TR | [AOA](https://holderbook.com/stocks/AOA/) | $1.1M | 11,084 | 0.2% | 7 |
| VANGUARD WORLD FD | [VGT](https://holderbook.com/stocks/VGT/) | $1.1M | 8,886 | 0.2% | 31 |
| DANAHER CORP DEL | [DHR](https://holderbook.com/stocks/DHR/) | $998.7K | 5,243 | 0.2% | 1 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $984.2K | 8,379 | 0.2% | 31 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $922.5K | 2,468 | 0.2% | 3 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $867.1K | 723 | 0.2% | 31 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $826.1K | 776 | 0.2% | 31 |
| WHITE MTNS INS GROUP LTD | [WTM](https://holderbook.com/stocks/WTM/) | $794.1K | 383 | 0.2% | 1 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $785.0K | 2,226 | 0.2% | 31 |
| VANGUARD SPECIALIZED FUNDS | [VIG](https://holderbook.com/stocks/VIG/) | $736.6K | 3,113 | 0.2% | 31 |
| FIRST BUSEY CORP | [BUSE](https://holderbook.com/stocks/BUSE/) | $731.9K | 24,810 | 0.2% | 31 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $728.7K | 5,330 | 0.2% | 31 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $726.1K | 618 | 0.2% | 3 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $704.2K | 1,864 | 0.2% | 9 |
| SHERWIN WILLIAMS CO | [SHW](https://holderbook.com/stocks/SHW/) | $677.3K | 1,967 | 0.2% | 31 |
| SPDR INDEX SHS FDS | [RWO](https://holderbook.com/stocks/RWO/) | $621.0K | 12,493 | 0.1% | 31 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $588.2K | 2,176 | 0.1% | 31 |
| ISHARES TR | [AOM](https://holderbook.com/stocks/AOM/) | $575.3K | 11,532 | 0.1% | 6 |
| WEC ENERGY GROUP INC | [WEC](https://holderbook.com/stocks/WEC/) | $574.7K | 4,922 | 0.1% | 31 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $566.2K | 824 | 0.1% | 18 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $556.0K | 1,322 | 0.1% | 14 |
| DISNEY WALT CO | [DIS](https://holderbook.com/stocks/DIS/) | $537.9K | 5,587 | 0.1% | 31 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $521.4K | 1,854 | 0.1% | 25 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $520.4K | 4,594 | 0.1% | 25 |
| BROWN FORMAN CORP | [BFB](https://holderbook.com/stocks/BFB/) | $495.4K | 18,590 | 0.1% | 18 |
| NEXTERA ENERGY INC | [NEE](https://holderbook.com/stocks/NEE/) | $468.9K | 5,342 | 0.1% | 25 |
| LOEWS CORP | [L](https://holderbook.com/stocks/L/) | $455.0K | 4,019 | 0.1% | 1 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $437.1K | 776 | 0.1% | 13 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $424.1K | 2,892 | 0.1% | 31 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $414.4K | 1,266 | 0.1% | 15 |
| TAKEDA PHARMACEUTICAL CO LTD | [TAK](https://holderbook.com/stocks/TAK/) | $412.7K | 25,746 | 0.1% | 2 |
| HUBBELL INC | [HUBB](https://holderbook.com/stocks/HUBB/) | $408.0K | 780 | 0.1% | 31 |
| PHILIP MORRIS INTL INC | [PM](https://holderbook.com/stocks/PM/) | $406.5K | 2,246 | 0.1% | 9 |
| WASTE MGMT INC DEL | [WM](https://holderbook.com/stocks/WM/) | $404.3K | 1,814 | 0.1% | 31 |
| ISHARES TR | [SOXX](https://holderbook.com/stocks/SOXX/) | $402.4K | 628 | 0.1% | 2 |
| VERIZON COMMUNICATIONS INC | [VZ](https://holderbook.com/stocks/VZ/) | $399.6K | 9,438 | 0.1% | 31 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $396.1K | 1,154 | 0.1% | 16 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $382.7K | 5,360 | 0.1% | 15 |
| VANGUARD INDEX FDS | [VUG](https://holderbook.com/stocks/VUG/) | $363.5K | 4,220 | 0.1% | 31 |
| VANGUARD INDEX FDS | [VTV](https://holderbook.com/stocks/VTV/) | $360.9K | 1,656 | 0.1% | 25 |
| SELECT SECTOR SPDR TR | [XLY](https://holderbook.com/stocks/XLY/) | $347.4K | 2,962 | 0.1% | 7 |
| AON PLC | [AON](https://holderbook.com/stocks/AON/) | $341.6K | 1,030 | 0.1% | 25 |
| GENERAL DYNAMICS CORP | [GD](https://holderbook.com/stocks/GD/) | $330.5K | 933 | 0.1% | 31 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $323.4K | 2,206 | 0.1% | 14 |
| MORGAN STANLEY | [MS](https://holderbook.com/stocks/MS/) | $319.7K | 1,529 | 0.1% | 4 |
| ALPS ETF TR | [AMLP](https://holderbook.com/stocks/AMLP/) | $312.5K | 6,027 | 0.1% | 12 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $293.9K | 506 | 0.1% | 1 |
| MONDELEZ INTL INC | [MDLZ](https://holderbook.com/stocks/MDLZ/) | $287.4K | 4,963 | 0.1% | 31 |
| SPDR SERIES TRUST | [JNK](https://holderbook.com/stocks/JNK/) | $282.2K | 2,929 | 0.1% | 29 |
| EXELON CORP | [EXC](https://holderbook.com/stocks/EXC/) | $280.9K | 6,026 | 0.1% | 5 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $279.9K | 3,443 | 0.1% | 31 |
| TAIWAN SEMICONDUCTOR MANUFAC | [TSM](https://holderbook.com/stocks/TSM/) | $271.3K | 568 | 0.1% | 1 |
| AT&T INC | [T](https://holderbook.com/stocks/T/) | $269.2K | 13,003 | 0.1% | 31 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $253.2K | 684 | 0.1% | 5 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $250.2K | 1,947 | 0.1% | 3 |
| CONSTELLATION ENERGY CORP | [CEG](https://holderbook.com/stocks/CEG/) | $240.3K | 968 | 0.1% | 5 |
| SOUTHERN CO | [SO](https://holderbook.com/stocks/SO/) | $227.2K | 2,374 | 0.1% | 6 |
| CORNING INC | [GLW](https://holderbook.com/stocks/GLW/) | $221.5K | 867 | 0.1% | 4 |
| VANGUARD INTL EQUITY INDEX F | [VWO](https://holderbook.com/stocks/VWO/) | $213.3K | 3,574 | 0.0% | 1 |
| MICRON TECHNOLOGY INC | [MU](https://holderbook.com/stocks/MU/) | $210.1K | 182 | 0.0% | 1 |
| VANGUARD INTL EQUITY INDEX F | [VT](https://holderbook.com/stocks/VT/) | $207.3K | 1,321 | 0.0% | 4 |
| CANADIAN IMPERIAL BANK OF CO | [CM](https://holderbook.com/stocks/CM/) | $203.4K | 1,769 | 0.0% | 1 |
| ASTRAZENECA PLC | [AZN](https://holderbook.com/stocks/AZN/) | $202.9K | 1,070 | 0.0% | 2 |
| GREENLAND ENERGY CO | [GLND](https://holderbook.com/stocks/GLND/) | $73.3K | 33,330 | 0.0% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +13.9% | +14.8% | -0.9% | 100% |
| Q1 2026 | -2.6% | -4.6% | +2.1% | 100% |
| Q4 2025 | +2.4% | +2.4% | +0.0% | 100% |
| Q3 2025 | +10.1% | +7.8% | +2.3% | 100% |
| Q2 2025 | +4.6% | +10.5% | -5.9% | 100% |
| Q1 2025 | -4.6% | -4.6% | -0.0% | 100% |
| Q4 2024 | +1.3% | +2.1% | -0.9% | 100% |
| Q3 2024 | +7.5% | +5.4% | +2.1% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| 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 |
| Q3 2023 | $255.4M | 77 |