Investment Partners, LTD.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 8, 2025), Investment Partners, LTD. reported 158 stock positions worth $264.2 million. Its top holding was iShares Russell 1000 Growth (IWF) at 5.8% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 5.4%) and iShares Russell 1000 Value E (IWD, 4.3%). Compared with Q1 2025, it opened 12 new positions, sold out of 2, added to 71 and reduced 48. The biggest buy was Vanguard Ftse Developed ETF (VEA, shares +24%) and the biggest sale Vanguard Ftse All Wo X-US SC (VSS, shares −74%).
- Most Recent 13F
- Q2 2026
- Location
- NEW PHILADELPHIA, OH
- CIK
- 0001050068
- Portfolio Value
- $264.2M (Q2 2025)
- SEC Filing
- 0001085146-25-004715 ↗ filed Aug 8, 2025
Holdings Value
Holdings 158 stocks · $264.2M
| IWF iShares Russell 1000 Growth | 5.81% | 36,184 | $15.4M | Add +2.0% |
| VEA Vanguard Ftse Developed ETF | 5.42% | 251,120 | $14.3M | Add +24.0% |
| IWD iShares Russell 1000 Value E | 4.25% | 57,861 | $11.2M | Add +4.0% |
| MSFT Microsoft Corp. | 3.94% | 20,924 | $10.4M | Reduce -7.8% |
| VWO Vanguard Ftse Emerging Marke | 2.87% | 153,169 | $7.6M | Add +7.2% |
| NVDA Nvidia Corp. | 2.83% | 47,332 | $7.5M | Add +0.9% |
| AAPL Apple Inc. | 2.69% | 34,586 | $7.1M | Add +0.1% |
| VIG Vanguard Dividend Apprec ETF | 2.34% | 30,254 | $6.2M | No change |
| IVW iShares S&P 500 Growth ETF | 2.24% | 53,746 | $5.9M | Reduce -0.5% |
| BSV Vanguard Short-Term Bond ETF | 2.18% | 73,262 | $5.8M | Add +13.7% |
| IWP iShares Russell Mid-Cap Grow | 2.12% | 40,415 | $5.6M | Add +6.2% |
| JPM JPMorgan Chase & Co. | 1.99% | 18,093 | $5.2M | Reduce -9.5% |
| IEFA iShares Core MSCI Eafe ETF | 1.97% | 62,251 | $5.2M | Reduce -4.7% |
| IGSB iShares 1-5Y Inv Grade Corp. | 1.95% | 97,638 | $5.2M | Add +10.6% |
| IWS iShares Russell Mid-Cap Valu | 1.88% | 37,639 | $5.0M | Add +10.2% |
| LLY Eli Lilly & Co. | 1.86% | 6,300 | $4.9M | Reduce -3.8% |
| IVE iShares S&P 500 Value ETF | 1.75% | 23,703 | $4.6M | Add +0.1% |
| SHYG iShares 0-5 YR HY Corp. Bond | 1.75% | 107,104 | $4.6M | Add +7.0% |
| EFA iShares MSCI Eafe ETF | 1.62% | 47,812 | $4.3M | No change |
| USMV iShares MSCI USA Min Vol Fac | 1.29% | 36,318 | $3.4M | Add +0.1% |
| ORCL Oracle Corp. | 1.23% | 14,892 | $3.3M | Reduce -10.5% |
| ABBV Abbvie Inc. | 1.22% | 17,304 | $3.2M | Add +0.7% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 1.21% | 39,091 | $3.2M | Add +0.7% |
| IVV iShares Core S&P 500 ETF | 1.16% | 4,950 | $3.1M | Reduce -5.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.04% | 5,655 | $2.7M | Reduce -2.3% |
| IWN iShares Russell 2000 Value E | 1.03% | 17,286 | $2.7M | Add +5.9% |
| IAGG iShares Intl Aggregate Bond | 0.99% | 51,315 | $2.6M | Add +10.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.99% | 9,335 | $2.6M | Reduce -1.2% |
| MUB iShares National Muni Bond E | 0.98% | 24,835 | $2.6M | Add +1.8% |
| IWO iShares Russell 2000 Growth | 0.94% | 8,701 | $2.5M | Add +3.6% |
| IBIT iShares Bitcoin Trust ETF | 0.87% | 37,447 | $2.3M | Add +89.9% |
| AEP American Electric Power | 0.83% | 21,130 | $2.2M | Reduce -0.9% |
| ADP Automatic Data Processing | 0.83% | 7,094 | $2.2M | Reduce -4.2% |
| SDY SS SPDR S&P Dividend ETF | 0.80% | 15,509 | $2.1M | No change |
| COST Costco Wholesale Corp. | 0.80% | 2,122 | $2.1M | Add +1.1% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.77% | 49,969 | $2.0M | New |
| WMT Walmart Inc. | 0.73% | 19,706 | $1.9M | Reduce -14.3% |
| VIGI Vanguard Int Div App Indx FD | 0.73% | 21,263 | $1.9M | No change |
| PREF Pri Spe Pre Sec Acti-Usd Inc. | 0.71% | 99,541 | $1.9M | Reduce -21.6% |
| VNQ Vanguard Real Estate ETF | 0.69% | 20,465 | $1.8M | Add +0.0% |
| IJH iShares Core S&P Midcap ETF | 0.68% | 28,927 | $1.8M | Reduce -9.8% |
| MCD McDonald's Corp. | 0.67% | 6,054 | $1.8M | Reduce -0.8% |
| AMZN Amazon.com Inc. | 0.65% | 7,783 | $1.7M | Add +1.1% |
| XOM Exxon Mobil Corp. | 0.64% | 15,585 | $1.7M | Reduce -4.2% |
| GLD SPDR Gold Shares | 0.62% | 5,386 | $1.6M | Add +2.4% |
| V Visa Inc. Class A | 0.62% | 4,599 | $1.6M | Reduce -2.8% |
| HD Home Depot Inc. | 0.61% | 4,431 | $1.6M | Reduce -3.6% |
| HDEF Xtrackers MSCI Eafe High Div | 0.61% | 56,077 | $1.6M | No change |
| VB Vanguard Most SM-Cap ETF-Usd | 0.60% | 6,656 | $1.6M | Reduce -0.5% |
| PEP Pepsico Inc. | 0.58% | 11,571 | $1.5M | Add +2.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.57% | 2,749 | $1.5M | Add +4.6% |
| DGRO iShares Core Dividend Growth | 0.54% | 22,304 | $1.4M | Add +0.2% |
| CAT Caterpillar Inc. | 0.54% | 3,669 | $1.4M | Reduce -0.4% |
| SLV iShares Silver Trust | 0.53% | 42,900 | $1.4M | No change |
| GOOG Alphabet Inc. Class C | 0.49% | 7,370 | $1.3M | Reduce -3.3% |
| PG The Procter & Gamble Co. | 0.48% | 8,023 | $1.3M | Reduce -10.3% |
| XMPT Vaneck Cef Muni Income ETF | 0.42% | 53,245 | $1.1M | Add +1.4% |
| HBAN Huntington Bancshares Inc. | 0.42% | 65,604 | $1.1M | Add +1.5% |
| CVX Chevron Corp. | 0.41% | 7,655 | $1.1M | Reduce -9.1% |
| GOOGL Alphabet Inc. Class A | 0.41% | 6,203 | $1.1M | Add +5.6% |
| PLTR Palantir Technologies Inc. Class A | 0.40% | 7,774 | $1.1M | Add +5.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.37% | 3,306 | $975K | Reduce -11.4% |
| KO The Coca-Cola Co. | 0.36% | 13,572 | $960K | Reduce -8.0% |
| LMT Lockheed Martin Corp. | 0.36% | 2,042 | $946K | Reduce -2.4% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.35% | 10,946 | $920K | Add +0.3% |
| CSCO Cisco Systems Inc. | 0.34% | 12,869 | $893K | Reduce -12.1% |
| XLF SS Financial Select Sector | 0.33% | 16,825 | $881K | Add +1.9% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.32% | 1,670 | $851K | No change |
| SDVY First Trust Smid Cap Rising | 0.32% | 24,046 | $848K | Add +0.1% |
| XLI SS Industrial Select Sector | 0.31% | 5,610 | $828K | No change |
| VZ Verizon Communications Inc. | 0.31% | 19,083 | $826K | Add +1.8% |
| JNJ Johnson & Johnson | 0.31% | 5,385 | $823K | Reduce -14.2% |
| ABT Abbott Laboratories | 0.31% | 5,996 | $815K | Add +6.3% |
| ASML ASML Holding NV-NY Reg SHS | 0.30% | 991 | $794K | Add +0.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.30% | 1,281 | $791K | Reduce -0.2% |
| HDV iShares Core High Dividend E | 0.29% | 6,599 | $773K | Add +0.2% |
| XLE SS Energy Select Sector | 0.29% | 9,060 | $768K | Add +0.1% |
| VSS Vanguard Ftse All Wo X-US SC | 0.29% | 5,685 | $764K | Reduce -74.0% |
| IWM iShares Russell 2000 ETF | 0.28% | 3,426 | $739K | Reduce -10.1% |
| SUB iShares Short-Term National | 0.27% | 6,803 | $723K | New |
| TSM Taiwan Semiconductor-SP ADR | 0.27% | 3,102 | $703K | Add +12.9% |
| XLB SS Materials Select Sector | 0.26% | 7,725 | $678K | No change |
| HYD Vaneck High Yield Muni ETF | 0.25% | 13,213 | $663K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.25% | 5,268 | $653K | Reduce -34.0% |
| ENB Enbridge Inc. | 0.24% | 14,153 | $641K | Add +0.8% |
| GD General Dynamics Corp. | 0.23% | 2,085 | $608K | Add +0.4% |
| GS Goldman Sachs Group Inc. | 0.23% | 851 | $602K | Add +0.2% |
| TSLA Tesla Inc. | 0.23% | 1,883 | $598K | Add +7.1% |
| ISRG Intuitive Surgical Inc. | 0.22% | 1,084 | $589K | Reduce -0.9% |
| GILD Gilead Sciences Inc. | 0.22% | 5,293 | $587K | Add +0.6% |
| BMY Bristol-Myers Squibb Co. | 0.22% | 12,591 | $583K | Reduce -12.8% |
| TMO Thermo Fisher Scientific Inc. | 0.21% | 1,388 | $563K | No change |
| RSP Invesco S&P 500 Equal Weight | 0.21% | 3,030 | $551K | No change |
| VONV Vanguard Russell 1000 Value | 0.20% | 6,334 | $540K | Add +0.4% |
| XLP SS Consumer Staples Sel Sect | 0.20% | 6,641 | $538K | Add +3.2% |
| DNP DNP Select Income Fund Inc. | 0.20% | 54,318 | $532K | Add +1.1% |
| NOC Northrop Grumman Corp. | 0.20% | 1,047 | $524K | No change |
| HON Honeywell International Inc. | 0.19% | 2,151 | $501K | Add +0.3% |
| VST Vistra Corp. | 0.19% | 2,552 | $495K | Add +0.1% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.18% | 9,002 | $471K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| VSS Vanguard Ftse All Wo X-US SC | Reduce -74.0% | 0.29% | −0.76 |
| LLY Eli Lilly & Co. | Reduce -3.8% | 1.86% | −0.38 |
| SHM SS SPDR N Ice St Muni ETF | Sold out | 0.00% | −0.36 |
| PREF Pri Spe Pre Sec Acti-Usd Inc. | Reduce -21.6% | 0.71% | −0.27 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.3% | 1.04% | −0.24 |
| UNH Unitedhealth Group Inc. | Reduce -16.3% | 0.18% | −0.21 |
| CVX Chevron Corp. | Reduce -9.1% | 0.41% | −0.17 |
| XOM Exxon Mobil Corp. | Reduce -4.2% | 0.64% | −0.17 |
| PG The Procter & Gamble Co. | Reduce -10.3% | 0.48% | −0.15 |
| BMY Bristol-Myers Squibb Co. | Reduce -12.8% | 0.22% | −0.14 |
| AEP American Electric Power | Reduce -0.9% | 0.83% | −0.14 |
| IGIB iShares 5-10Y Inv Grade Corp. | Sold out | 0.00% | −0.13 |
| MCD McDonald's Corp. | Reduce -0.8% | 0.67% | −0.12 |
| JNJ Johnson & Johnson | Reduce -14.2% | 0.31% | −0.12 |
| ADP Automatic Data Processing | Reduce -4.2% | 0.83% | −0.11 |
| WMT Walmart Inc. | Reduce -14.3% | 0.73% | −0.11 |
| YUM Yum! Brands Inc. | Reduce -38.1% | 0.11% | −0.10 |
| IJH iShares Core S&P Midcap ETF | Reduce -9.8% | 0.68% | −0.10 |
| BKLN Invesco Senior Loan ETF | Reduce -35.5% | 0.13% | −0.09 |
| HD Home Depot Inc. | Reduce -3.6% | 0.61% | −0.08 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -4.7% | 1.97% | −0.08 |
| DIS The Walt Disney Co. | Reduce -34.0% | 0.25% | −0.08 |
| KO The Coca-Cola Co. | Reduce -8.0% | 0.36% | −0.07 |
| V Visa Inc. Class A | Reduce -2.8% | 0.62% | −0.07 |
| IVV iShares Core S&P 500 ETF | Reduce -5.3% | 1.16% | −0.05 |
| JPM JPMorgan Chase & Co. | Reduce -9.5% | 1.99% | −0.05 |
| ADBE Adobe Inc. | Reduce -13.0% | 0.17% | −0.04 |
| MRK Merck & Co. Inc. | Reduce -3.0% | 0.15% | −0.04 |
| PFE Pfizer Inc. | Reduce -8.7% | 0.16% | −0.04 |
| CSCO Cisco Systems Inc. | Reduce -12.1% | 0.34% | −0.04 |
| INTC Intel Corp. | Reduce -19.9% | 0.09% | −0.04 |
| IWM iShares Russell 2000 ETF | Reduce -10.1% | 0.28% | −0.04 |
| LMT Lockheed Martin Corp. | Reduce -2.4% | 0.36% | −0.03 |
| CMCSA Comcast Corp. Class A | Reduce -11.8% | 0.10% | −0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -1.2% | 0.99% | −0.02 |
| NEE Nextera Energy Inc. | Reduce -9.4% | 0.09% | −0.02 |
| LOW Lowe's Cos Inc. | Reduce -1.2% | 0.13% | −0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -0.5% | 0.60% | −0.02 |
| IBM Intl Business Machines Corp. | Reduce -11.4% | 0.37% | −0.02 |
| ISRG Intuitive Surgical Inc. | Reduce -0.9% | 0.22% | −0.00 |
| BLK BlackRock Inc. | Reduce -0.7% | 0.17% | +0.00 |
| GOOG Alphabet Inc. Class C | Reduce -3.3% | 0.49% | +0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.2% | 0.30% | +0.00 |
| BAC Bank of America Corp. | Reduce -1.3% | 0.13% | +0.00 |
| AMG Affiliated Managers Group | Reduce -3.0% | 0.11% | +0.00 |
| META Meta Platforms Inc. Class A | Reduce -2.4% | 0.11% | +0.01 |
| CAT Caterpillar Inc. | Reduce -0.4% | 0.54% | +0.04 |
| IVW iShares S&P 500 Growth ETF | Reduce -0.5% | 2.24% | +0.16 |
| ORCL Oracle Corp. | Reduce -10.5% | 1.23% | +0.27 |
| MSFT Microsoft Corp. | Reduce -7.8% | 3.94% | +0.41 |
Portfolio Buys Q1 2025 → Q2 2025
| VEA Vanguard Ftse Developed ETF | Add +24.0% | 5.42% | +1.15 |
| SPDW Ste STR SPDR PT DW Eu ETF | New | 0.77% | +0.77 |
| NVDA Nvidia Corp. | Add +0.9% | 2.83% | +0.72 |
| IWF iShares Russell 1000 Growth | Add +2.0% | 5.81% | +0.50 |
| IBIT iShares Bitcoin Trust ETF | Add +89.9% | 0.87% | +0.48 |
| SUB iShares Short-Term National | New | 0.27% | +0.27 |
| IWP iShares Russell Mid-Cap Grow | Add +6.2% | 2.12% | +0.27 |
| VWO Vanguard Ftse Emerging Marke | Add +7.2% | 2.87% | +0.18 |
| PLTR Palantir Technologies Inc. Class A | Add +5.8% | 0.40% | +0.14 |
| IWS iShares Russell Mid-Cap Valu | Add +10.2% | 1.88% | +0.10 |
| VRT Vertiv Holdings Co. Class A | New | 0.10% | +0.10 |
| SMCI Super Micro Computer Inc. | New | 0.09% | +0.09 |
| BSV Vanguard Short-Term Bond ETF | Add +13.7% | 2.18% | +0.09 |
| DLR Digital Realty Trust Inc. | New | 0.09% | +0.09 |
| NFLX Netflix Inc. | New | 0.09% | +0.09 |
| SNPS Synopsys Inc. | New | 0.09% | +0.09 |
| J Jacobs Solutions Inc. | New | 0.09% | +0.09 |
| KLAC KLA Corp. | New | 0.08% | +0.08 |
| WFC Wells Fargo & Co. | New | 0.08% | +0.08 |
| ETN Eaton Corp. PLC | New | 0.08% | +0.08 |
| TSM Taiwan Semiconductor-SP ADR | Add +12.9% | 0.27% | +0.08 |
| IJR iShares Core S&P Small-Cap E | New | 0.08% | +0.08 |
| QQQ Invesco QQQ Trust Series 1 | Add +4.6% | 0.57% | +0.06 |
| VST Vistra Corp. | Add +0.1% | 0.19% | +0.06 |
| IWO iShares Russell 2000 Growth | Add +3.6% | 0.94% | +0.05 |
| AMZN Amazon.com Inc. | Add +1.1% | 0.65% | +0.04 |
| TSLA Tesla Inc. | Add +7.1% | 0.23% | +0.04 |
| GOOGL Alphabet Inc. Class A | Add +5.6% | 0.41% | +0.04 |
| GS Goldman Sachs Group Inc. | Add +0.2% | 0.23% | +0.04 |
| MU Micron Technology Inc. | Add +0.0% | 0.14% | +0.03 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +10.6% | 1.95% | +0.03 |
| IAGG iShares Intl Aggregate Bond | Add +10.6% | 0.99% | +0.03 |
| ASML ASML Holding NV-NY Reg SHS | Add +0.3% | 0.30% | +0.03 |
| GE General Electric | Add +0.1% | 0.15% | +0.02 |
| PANW Palo Alto Networks Inc. | Add +7.7% | 0.14% | +0.02 |
| HBAN Huntington Bancshares Inc. | Add +1.5% | 0.42% | +0.01 |
| CAVA Cava Group Inc. | Add +23.2% | 0.13% | +0.01 |
| IWN iShares Russell 2000 Value E | Add +5.9% | 1.03% | +0.01 |
| MS Morgan Stanley | Add +0.1% | 0.11% | +0.01 |
| ADI Analog Devices Inc. | Add +0.3% | 0.14% | +0.01 |
| HON Honeywell International Inc. | Add +0.3% | 0.19% | +0.00 |
| ABT Abbott Laboratories | Add +6.3% | 0.31% | −0.00 |
| KOF Coca-Cola Femsa Sab-SP ADR | Add +0.8% | 0.14% | −0.00 |
| T AT&T Inc. | Add +3.5% | 0.11% | −0.00 |
| SPGI S&P Global Inc. | Add +0.3% | 0.08% | −0.00 |
| EFAV iShares MSCI Eafe Min Vol Fa | Add +0.3% | 0.35% | −0.00 |
| GD General Dynamics Corp. | Add +0.4% | 0.23% | −0.00 |
| AOM iShares Core 40/60 Moderate | Add +0.6% | 0.17% | −0.01 |
| GLD SPDR Gold Shares | Add +2.4% | 0.62% | −0.01 |
| XLF SS Financial Select Sector | Add +1.9% | 0.33% | −0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 167 | $319.9M | VEA, IWF, IWD, AAPL, VWO |
| Q1 2026 | 152 | $281.1M | VEA, IWF, IWD, AAPL, VWO |
| Q4 2025 | 149 | $285.7M | IWF, VEA, IWD, MSFT, AAPL |
| Q3 2025 | 154 | $284.0M | IWF, VEA, IWD, MSFT, AAPL |
| Q2 2025 | 158 | $264.2M | IWF, VEA, IWD, MSFT, VWO |
| Q1 2025 | 148 | $241.2M | IWF, IWD, VEA, MSFT, AAPL |
| Q4 2024 | 146 | $242.8M | IWF, IWD, MSFT, VEA, AAPL |
| Q3 2024 | 147 | $240.1M | IWF, IWD, MSFT, VEA, AAPL |
| Q2 2024 | 142 | $222.6M | IWF, IWD, MSFT, VEA, AAPL |
| Q1 2024 | 142 | $220.5M | IWF, IWD, MSFT, VEA, AAPL |