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

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 $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 Q2 2026

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
PRK Park National Corp. 0.18% 2,780 $465K No change
UNH Unitedhealth Group Inc. 0.18% 1,486 $464K Reduce -16.3%
DVY iShares Select Dividend ETF 0.17% 3,467 $460K Add +0.2%
ADBE Adobe Inc. 0.17% 1,181 $457K Reduce -13.0%
ALL Allstate Corp. 0.17% 2,218 $446K Add +0.1%
CINF Cincinnati Financial Corp. 0.17% 2,994 $446K Add +0.4%
BLK BlackRock Inc. 0.17% 421 $441K Reduce -0.7%
AOM iShares Core 40/60 Moderate 0.17% 9,552 $440K Add +0.6%
PFE Pfizer Inc. 0.16% 17,917 $434K Reduce -8.7%
GE General Electric filed as GE AEROSPACE 0.15% 1,572 $405K Add +0.1%
SHV iShares 0-1 Year Treasury Bo 0.15% 3,627 $400K No change
MRK Merck & Co. Inc. 0.15% 5,031 $398K Reduce -3.0%
SBUX Starbucks Corp. 0.14% 4,143 $380K Add +2.2%
MU Micron Technology Inc. 0.14% 3,073 $379K Add +0.0%
MRSH Marsh & McLennan Cos 0.14% 1,696 $371K Add +0.4%
AFL Aflac Inc. 0.14% 3,498 $369K Add +0.5%
SPLV Invesco S&P 500 Low Volatili 0.14% 4,990 $363K Add +0.3%
PANW Palo Alto Networks Inc. 0.14% 1,770 $362K Add +7.7%
KOF Coca-Cola Femsa Sab-SP ADR 0.14% 3,702 $358K Add +0.8%
ADI Analog Devices Inc. 0.14% 1,503 $358K Add +0.3%
CAVA Cava Group Inc. 0.13% 4,223 $356K Add +23.2%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.13% 7,507 $355K Reduce -1.3%
CL Colgate-Palmolive Co. 0.13% 3,873 $352K Add +0.3%
BA The Boeing Co. 0.13% 1,659 $348K No change
LOW Lowe's Cos Inc. 0.13% 1,540 $342K Reduce -1.2%
BKLN Invesco Senior Loan ETF 0.13% 16,012 $335K Reduce -35.5%
VUG Vanguard Mrngstar GR ETF-Sui 0.12% 751 $329K No change
INDA iShares MSCI India ETF 0.12% 5,765 $321K No change
T AT&T Inc. 0.11% 10,464 $303K Add +3.5%
YUM Yum! Brands Inc. 0.11% 2,001 $297K Reduce -38.1%
META Meta Platforms Inc. Class A 0.11% 401 $296K Reduce -2.4%
PRU Prudential Financial Inc. 0.11% 2,727 $293K Add +0.8%
MS Morgan Stanley 0.11% 2,070 $292K Add +0.1%
AMG Affiliated Managers Group 0.11% 1,480 $291K Reduce -3.0%
SPYG SS SPDR P S&P 500 Growth ETF 0.11% 2,980 $284K No change
VRT Vertiv Holdings Co. Class A 0.10% 2,003 $257K New
CMCSA Comcast Corp. Class A 0.10% 7,123 $254K Reduce -11.8%
INTC Intel Corp. 0.09% 11,149 $250K Reduce -19.9%
WELL Welltower Inc. 0.09% 1,613 $248K Add +0.4%
TEAM Atlassian Corp. Class A 0.09% 1,218 $247K No change
GIS General Mills Inc. 0.09% 4,731 $245K Add +0.6%
SMCI Super Micro Computer Inc. 0.09% 5,000 $245K New
NEE Nextera Energy Inc. 0.09% 3,495 $243K Reduce -9.4%
DLR Digital Realty Trust Inc. 0.09% 1,375 $240K New
NFLX Netflix Inc. 0.09% 171 $229K New
SNPS Synopsys Inc. 0.09% 442 $227K New
J Jacobs Solutions Inc. 0.09% 1,718 $226K New
KLAC KLA Corp. 0.08% 250 $224K New
WFC Wells Fargo & Co. 0.08% 2,790 $224K New
MCK McKesson Corp. 0.08% 300 $220K No change
MDY State Street SPDR S&P Midcap 0.08% 383 $217K No change
SIF Sifco Industries 0.08% 57,541 $215K No change
ETN Eaton Corp. PLC 0.08% 590 $211K New
SPGI S&P Global Inc. 0.08% 397 $209K Add +0.3%
IJR iShares Core S&P Small-Cap E 0.08% 1,835 $201K New
MUA BlackRock Muniassets Fund 0.06% 14,782 $154K No change
PFLT Pennantpark Floating Rate Ca 0.04% 10,000 $103K No change
EU Encore Energy Corp. 0.02% 20,711 $59K 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

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