Investment Partners, LTD.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 4, 2026), Investment Partners, LTD. reported 167 stock positions worth $319.9 million. Its top holding was Vanguard Ftse Developed ETF (VEA) at 6.5% of the portfolio, followed by iShares Russell 1000 Growth (IWF, 5.4%) and iShares Russell 1000 Value E (IWD, 4.3%). Compared with Q1 2026, it opened 14 new positions, added to 99 and reduced 36. The biggest buy was Micron Technology (MU, shares +0%) and the biggest sale Microsoft (MSFT, shares −2%).

Most Recent 13F
Q2 2026
Location
NEW PHILADELPHIA, OH
CIK
0001050068
Portfolio Value
$319.9M (Q2 2026)
SEC Filing
0001050068-26-000003 ↗ filed Aug 4, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $220.5M Q1 2024 Q2 2024: $222.6M Q2 2024 Q3 2024: $240.1M Q3 2024 Q4 2024: $242.8M Q4 2024 Q1 2025: $241.2M Q1 2025 Q2 2025: $264.2M Q2 2025 Q3 2025: $284.0M Q3 2025 Q4 2025: $285.7M Q4 2025 Q1 2026: $281.1M Q1 2026 Q2 2026: $319.9M $319.9M Q2 2026

Holdings 167 stocks · $319.9M
VEA Vanguard Ftse Developed ETF 6.49% 291,283 $20.8M Add +4.9%
IWF iShares Russell 1000 Growth 5.38% 138,513 $17.2M Reduce -0.3%
IWD iShares Russell 1000 Value E 4.31% 56,939 $13.8M Add +0.3%
AAPL Apple Inc. 3.21% 35,469 $10.3M Add +0.5%
VWO Vanguard Ftse Emerging Marke 2.99% 160,300 $9.6M Add +3.4%
NVDA Nvidia Corp. 2.90% 46,367 $9.3M Add +0.2%
BSV Vanguard Short-Term Bond ETF 2.51% 103,194 $8.0M Add +11.8%
IVW iShares S&P 500 Growth ETF 2.37% 55,092 $7.6M Add +0.2%
MSFT Microsoft Corp. 2.31% 19,817 $7.4M Reduce -2.0%
IGSB iShares 1-5Y Inv Grade Corp. 2.22% 135,771 $7.1M Add +13.4%
LLY Eli Lilly & Co. 2.13% 5,687 $6.8M Reduce -1.3%
VIG Vanguard Dividend Apprec ETF 2.11% 28,464 $6.7M Reduce -6.4%
IWP iShares Russell Mid-Cap Grow 2.03% 44,284 $6.5M Add +2.8%
IWS iShares Russell Mid-Cap Valu 1.99% 38,732 $6.4M Add +2.9%
IEFA iShares Core MSCI Eafe ETF 1.83% 60,686 $5.9M Reduce -0.4%
JPM JPMorgan Chase & Co. 1.79% 17,484 $5.7M Add +1.1%
IVE iShares S&P 500 Value ETF 1.74% 24,487 $5.6M Add +0.4%
SHYG iShares 0-5 YR HY Corp. Bond 1.70% 128,135 $5.4M Add +11.1%
MU Micron Technology Inc. 1.60% 4,447 $5.1M Add +0.4%
EFA iShares MSCI Eafe ETF 1.35% 41,681 $4.3M No change
IWN iShares Russell 2000 Value E 1.22% 17,594 $3.9M Add +2.3%
IAGG iShares Intl Aggregate Bond 1.21% 76,384 $3.9M Add +13.9%
IVV iShares Core S&P 500 ETF 1.17% 4,984 $3.7M Reduce -0.6%
CAT Caterpillar Inc. 1.13% 3,406 $3.6M Reduce -0.9%
XLU St Sr Utl SL SE SPDR ETF-Usd 1.10% 77,396 $3.5M Reduce -1.1%
IWO iShares Russell 2000 Growth 1.09% 8,878 $3.5M Add +2.5%
USMV iShares MSCI USA Min Vol Fac 0.94% 31,191 $3.0M Add +0.1%
MUB iShares National Muni Bond E 0.92% 27,477 $3.0M Add +21.0%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.90% 35,846 $2.9M Reduce -3.4%
GOOG Alphabet Inc. Class C 0.90% 8,109 $2.9M Add +1.2%
BRK.B Berkshire Hathaway Inc. Class B 0.81% 5,180 $2.6M Add +0.7%
QQQ Invesco QQQ Trust Series 1 0.79% 3,421 $2.5M Add +1.6%
AEP American Electric Power 0.76% 17,792 $2.4M Reduce -1.4%
GOOGL Alphabet Inc. Class A 0.75% 6,678 $2.4M Add +1.1%
SPDW Ste STR SPDR PT DW Eu ETF 0.74% 46,998 $2.4M Add +2.4%
SDY SS SPDR S&P Dividend ETF 0.74% 15,509 $2.4M No change
SLV iShares Silver Trust 0.73% 43,665 $2.3M Add +0.1%
ORCL Oracle Corp. 0.70% 15,372 $2.3M Add +0.4%
XOM Exxon Mobil Corp. 0.66% 15,459 $2.1M Reduce -1.0%
IJH iShares Core S&P Midcap ETF 0.65% 26,853 $2.1M Reduce -2.4%
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 0.63% 1,013 $2.0M Add +4.3%
VB Vanguard Most SM-Cap ETF-Usd 0.62% 6,586 $2.0M Reduce -0.4%
VIGI Vanguard Int Div App Indx FD 0.62% 21,263 $2.0M No change
VNQ Vanguard Real Estate ETF 0.62% 20,471 $2.0M Add +0.0%
COST Costco Wholesale Corp. 0.61% 2,098 $2.0M Add +0.4%
GLD SPDR Gold Shares 0.60% 5,222 $1.9M No change
WMT Walmart Inc. 0.60% 16,924 $1.9M Reduce -9.2%
PREF Pri Spe Pre Sec Acti-Usd Inc. 0.59% 99,063 $1.9M Reduce -0.5%
XMPT Vaneck Cef Muni Income ETF 0.54% 77,125 $1.7M Reduce -0.3%
HDEF Xtrackers MSCI Eafe High Div 0.52% 51,942 $1.7M Reduce -0.2%
ADP Automatic Data Processing 0.49% 6,980 $1.6M Add +0.2%
CSCO Cisco Systems Inc. 0.48% 12,978 $1.5M Add +0.3%
PEP Pepsico Inc. 0.47% 11,208 $1.5M Add +1.2%
ABBV Abbvie Inc. 0.47% 5,997 $1.5M Add +0.4%
HD Home Depot Inc. 0.47% 4,271 $1.5M Add +1.8%
AMZN Amazon.com Inc. 0.47% 6,267 $1.5M Reduce -2.0%
MCD McDonald's Corp. 0.47% 5,510 $1.5M Add +0.2%
TSM Taiwan Semiconductor-SP ADR 0.45% 3,044 $1.5M Add +0.8%
IBIT iShares Bitcoin Trust ETF 0.44% 42,162 $1.4M No change
CRWD CrowdStrike Holdings Inc. Class A 0.41% 1,731 $1.3M Reduce -4.7%
VONV Vanguard Russell 1000 Value 0.39% 11,872 $1.3M Add +24.9%
SPY SS SPDR S&P 500 ETF Trust-US 0.39% 1,682 $1.3M Add +4.4%
JNJ Johnson & Johnson 0.39% 4,867 $1.2M Add +4.6%
INTC Intel Corp. 0.38% 8,795 $1.2M Reduce -15.5%
PG The Procter & Gamble Co. 0.38% 8,324 $1.2M Add +4.0%
CVX Chevron Corp. 0.38% 7,245 $1.2M Add +2.5%
DGRO iShares Core Dividend Growth 0.37% 15,574 $1.2M Reduce -0.7%
IWM iShares Russell 2000 ETF 0.35% 3,724 $1.1M Add +0.0%
KO The Coca-Cola Co. 0.34% 13,527 $1.1M Add +3.4%
V Visa Inc. Class A 0.33% 3,105 $1.1M Add +5.4%
SDVY First Trust Smid Cap Rising 0.33% 24,366 $1.1M Add +1.0%
XLI SS Industrial Select Sector 0.32% 5,513 $1.0M Add +1.3%
HBAN Huntington Bancshares Inc. 0.30% 54,559 $967K Reduce -9.2%
PLTR Palantir Technologies Inc. Class A 0.30% 8,287 $967K Add +5.5%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.30% 3,408 $958K Reduce -0.6%
DNP DNP Select Income Fund Inc. 0.28% 83,420 $900K Add +0.7%
XLE SS Energy Select Sector 0.27% 16,401 $871K Add +1.1%
SUB iShares Short-Term National 0.27% 8,097 $862K Add +18.9%
XLF SS Financial Select Sector 0.26% 15,799 $847K Add +1.5%
EFAV iShares MSCI Eafe Min Vol Fa 0.26% 9,617 $844K Add +0.1%
VSS Vanguard Ftse All Wo X-US SC 0.26% 5,293 $817K Reduce -2.8%
GS Goldman Sachs Group Inc. 0.25% 783 $792K Add +3.7%
KLAC KLA Corp. 0.24% 2,500 $754K No change
TSLA Tesla Inc. 0.24% 1,793 $754K Add +0.8%
LMT Lockheed Martin Corp. 0.23% 1,474 $751K Add +0.5%
VONG Vanguard Russell 1000 Growth 0.23% 5,654 $723K Add +49.4%
BMY Bristol-Myers Squibb Co. 0.23% 12,497 $720K Add +0.3%
TMO Thermo Fisher Scientific Inc. 0.22% 1,419 $711K Add +2.2%
XLB SS Materials Select Sector 0.21% 13,299 $676K Add +8.9%
ETN Eaton Corp. PLC 0.21% 1,584 $675K Add +9.8%
HDV iShares Core High Dividend E 0.21% 24,516 $672K No change
VRT Vertiv Holdings Co. Class A 0.21% 2,006 $672K Add +0.1%
VZ Verizon Communications Inc. 0.21% 15,832 $670K Add +0.5%
MRK Merck & Co. Inc. 0.20% 5,098 $655K Add +2.4%
GD General Dynamics Corp. 0.20% 1,842 $653K Reduce -7.3%
ETHA iShares Ethereum Trust ETF 0.20% 54,425 $647K No change
RSP Invesco S&P 500 Equal Weight 0.20% 3,031 $645K No change
GE General Electric filed as GE AEROSPACE 0.20% 1,724 $644K Add +1.6%
VTI VG Morningstar TS MKT ETF-US 0.20% 1,724 $638K Add +0.3%
ENB Enbridge Inc. 0.20% 11,721 $635K Add +0.6%

Show all 167 holdings

Portfolio Sells Q1 2026 → Q2 2026
MSFT Microsoft Corp. Reduce -2.0% 2.31% −0.35
XOM Exxon Mobil Corp. Reduce -1.0% 0.66% −0.28
WMT Walmart Inc. Reduce -9.2% 0.60% −0.22
VIG Vanguard Dividend Apprec ETF Reduce -6.4% 2.11% −0.22
XLU St Sr Utl SL SE SPDR ETF-Usd Reduce -1.1% 1.10% −0.18
NOC Northrop Grumman Corp. Reduce -12.9% 0.17% −0.13
IEFA iShares Core MSCI Eafe ETF Reduce -0.4% 1.83% −0.13
AEP American Electric Power Reduce -1.4% 0.76% −0.08
GILD Gilead Sciences Inc. Reduce -17.0% 0.15% −0.08
HDEF Xtrackers MSCI Eafe High Div Reduce -0.2% 0.52% −0.08
PREF Pri Spe Pre Sec Acti-Usd Inc. Reduce -0.5% 0.59% −0.08
HYD Vaneck High Yield Muni ETF Reduce -13.6% 0.19% −0.05
XMPT Vaneck Cef Muni Income ETF Reduce -0.3% 0.54% −0.05
NEE Nextera Energy Inc. Reduce -15.5% 0.12% −0.05
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -3.4% 0.90% −0.05
GD General Dynamics Corp. Reduce -7.3% 0.20% −0.04
HBAN Huntington Bancshares Inc. Reduce -9.2% 0.30% −0.03
VST Vistra Corp. Reduce -15.1% 0.11% −0.03
VSS Vanguard Ftse All Wo X-US SC Reduce -2.8% 0.26% −0.03
DGRO iShares Core Dividend Growth Reduce -0.7% 0.37% −0.02
WFC Wells Fargo & Co. Reduce -13.6% 0.06% −0.02
AFL Aflac Inc. Reduce -15.0% 0.06% −0.02
SPLV Invesco S&P 500 Low Volatili Reduce -2.3% 0.12% −0.02
IJH iShares Core S&P Midcap ETF Reduce -2.4% 0.65% −0.01
J Jacobs Solutions Inc. Reduce -3.0% 0.07% −0.01
AMZN Amazon.com Inc. Reduce -2.0% 0.47% −0.01
IVV iShares Core S&P 500 ETF Reduce -0.6% 1.17% +0.00
IBM Intl Business Machines Corp. Reduce -0.6% 0.30% +0.00
VB Vanguard Most SM-Cap ETF-Usd Reduce -0.4% 0.62% +0.01
ADI Analog Devices Inc. Reduce -3.2% 0.18% +0.01
GEV GE Vernova Inc. Reduce -0.3% 0.13% +0.02
IWF iShares Russell 1000 Growth Reduce -0.3% 5.38% +0.11
CRWD CrowdStrike Holdings Inc. Class A Reduce -4.7% 0.41% +0.16
INTC Intel Corp. Reduce -15.5% 0.38% +0.22
LLY Eli Lilly & Co. Reduce -1.3% 2.13% +0.25
CAT Caterpillar Inc. Reduce -0.9% 1.13% +0.27

Portfolio Buys Q1 2026 → Q2 2026
MU Micron Technology Inc. Add +0.4% 1.60% +1.07
ASML ASML Holding NV-NY Reg SHS Add +4.3% 0.63% +0.17
VEA Vanguard Ftse Developed ETF Add +4.9% 6.49% +0.16
IVW iShares S&P 500 Growth ETF Add +0.2% 2.37% +0.15
LEU Centrus Energy Corp. Class A New 0.14% +0.14
AMAT Applied Materials Inc. New 0.13% +0.13
IWO iShares Russell 2000 Growth Add +2.5% 1.09% +0.13
CSCO Cisco Systems Inc. Add +0.3% 0.48% +0.12
QQQ Invesco QQQ Trust Series 1 Add +1.6% 0.79% +0.10
DELL Dell Technologies -C New 0.10% +0.10
ROK Rockwell Automation Inc. New 0.09% +0.09
TSM Taiwan Semiconductor-SP ADR Add +0.8% 0.45% +0.09
PANW Palo Alto Networks Inc. Add +0.9% 0.17% +0.08
XBI SS SPDR S&P Biotech ETF New 0.08% +0.08
VONG Vanguard Russell 1000 Growth Add +49.4% 0.23% +0.08
SOXX iShares Semiconductor ETF New 0.08% +0.08
GOOG Alphabet Inc. Class C Add +1.2% 0.90% +0.08
VONV Vanguard Russell 1000 Value Add +24.9% 0.39% +0.08
ARTY iShares Future AI & Tech ETF Add +22.1% 0.17% +0.07
USB US Bancorp New 0.07% +0.07
VOO Vanguard S&P 500 ETF New 0.07% +0.07
GOOGL Alphabet Inc. Class A Add +1.1% 0.75% +0.07
NUE Nucor Corp. New 0.07% +0.07
BCTK Baron Technology ETF New 0.07% +0.07
MUB iShares National Muni Bond E Add +21.0% 0.92% +0.07
SHLD Global X Defense Tech ETF New 0.07% +0.07
UNH Unitedhealth Group Inc. New 0.07% +0.07
IBB iShares Biotechnology ETF New 0.06% +0.06
VTWO Vanguard Russell 2000 ETF New 0.06% +0.06
IWP iShares Russell Mid-Cap Grow Add +2.8% 2.03% +0.06
IWN iShares Russell 2000 Value E Add +2.3% 1.22% +0.06
IWS iShares Russell Mid-Cap Valu Add +2.9% 1.99% +0.04
PAVE Global X US Infrastructure Add +30.6% 0.15% +0.04
VRT Vertiv Holdings Co. Class A Add +0.1% 0.21% +0.03
GE General Electric Add +1.6% 0.20% +0.03
NVDA Nvidia Corp. Add +0.2% 2.90% +0.03
ETN Eaton Corp. PLC Add +9.8% 0.21% +0.03
VUG Vanguard Mrngstar GR ETF-Sui Add +14.0% 0.16% +0.03
MS Morgan Stanley Add +6.4% 0.14% +0.02
AAPL Apple Inc. Add +0.5% 3.21% +0.02
IWM iShares Russell 2000 ETF Add +0.0% 0.35% +0.02
GS Goldman Sachs Group Inc. Add +3.7% 0.25% +0.02
SPY SS SPDR S&P 500 ETF Trust-US Add +4.4% 0.39% +0.02
V Visa Inc. Class A Add +5.4% 0.33% +0.02
IAGG iShares Intl Aggregate Bond Add +13.9% 1.21% +0.01
BAC Bank of America Corp. Add +6.9% 0.13% +0.01
SUB iShares Short-Term National Add +18.9% 0.27% +0.01
AMG Affiliated Managers Group Add +0.8% 0.14% +0.01
ABBV Abbvie Inc. Add +0.4% 0.47% +0.01
IJR iShares Core S&P Small-Cap E Add +6.5% 0.09% +0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 167$319.9MVEA, IWF, IWD, AAPL, VWO
Q1 2026 152$281.1MVEA, IWF, IWD, AAPL, VWO
Q4 2025 149$285.7MIWF, VEA, IWD, MSFT, AAPL
Q3 2025 154$284.0MIWF, VEA, IWD, MSFT, AAPL
Q2 2025 158$264.2MIWF, VEA, IWD, MSFT, VWO
Q1 2025 148$241.2MIWF, IWD, VEA, MSFT, AAPL
Q4 2024 146$242.8MIWF, IWD, MSFT, VEA, AAPL
Q3 2024 147$240.1MIWF, IWD, MSFT, VEA, AAPL
Q2 2024 142$222.6MIWF, IWD, MSFT, VEA, AAPL
Q1 2024 142$220.5MIWF, IWD, MSFT, VEA, AAPL