Investment Partners, LTD.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 7, 2025), Investment Partners, LTD. reported 154 stock positions worth $284.0 million. Its top holding was iShares Russell 1000 Growth (IWF) at 5.9% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 5.4%) and iShares Russell 1000 Value E (IWD, 4.1%). Compared with Q2 2025, it opened 4 new positions, sold out of 8, added to 84 and reduced 41. The biggest buy was a new position in iShares Ethereum Trust ETF (ETHA) and the biggest sale Abbvie (ABBV, shares −77%).
- Most Recent 13F
- Q2 2026
- Location
- NEW PHILADELPHIA, OH
- CIK
- 0001050068
- Portfolio Value
- $284.0M (Q3 2025)
- SEC Filing
- 0001050068-25-000002 ↗ filed Nov 7, 2025
Holdings Value
Holdings 154 stocks · $284.0M
| IWF iShares Russell 1000 Growth | 5.94% | 35,995 | $16.9M | Reduce -0.5% |
| VEA Vanguard Ftse Developed ETF | 5.45% | 258,233 | $15.5M | Add +2.8% |
| IWD iShares Russell 1000 Value E | 4.14% | 57,714 | $11.7M | Reduce -0.3% |
| MSFT Microsoft Corp. | 3.83% | 21,002 | $10.9M | Add +0.4% |
| AAPL Apple Inc. | 3.23% | 36,044 | $9.2M | Add +4.2% |
| NVDA Nvidia Corp. | 3.09% | 47,091 | $8.8M | Reduce -0.5% |
| VWO Vanguard Ftse Emerging Marke | 2.96% | 155,003 | $8.4M | Add +1.2% |
| VIG Vanguard Dividend Apprec ETF | 2.30% | 30,267 | $6.5M | Add +0.0% |
| IVW iShares S&P 500 Growth ETF | 2.28% | 53,748 | $6.5M | Add +0.0% |
| BSV Vanguard Short-Term Bond ETF | 2.15% | 77,208 | $6.1M | Add +5.4% |
| IWP iShares Russell Mid-Cap Grow | 2.08% | 41,396 | $5.9M | Add +2.4% |
| JPM JPMorgan Chase & Co. | 1.99% | 17,916 | $5.7M | Reduce -1.0% |
| IGSB iShares 1-5Y Inv Grade Corp. | 1.93% | 103,266 | $5.5M | Add +5.8% |
| IEFA iShares Core MSCI Eafe ETF | 1.91% | 61,992 | $5.4M | Reduce -0.4% |
| IWS iShares Russell Mid-Cap Valu | 1.88% | 38,318 | $5.4M | Add +1.8% |
| SHYG iShares 0-5 YR HY Corp. Bond | 1.76% | 115,221 | $5.0M | Add +7.6% |
| IVE iShares S&P 500 Value ETF | 1.72% | 23,706 | $4.9M | Add +0.0% |
| LLY Eli Lilly & Co. | 1.65% | 6,143 | $4.7M | Reduce -2.5% |
| EFA iShares MSCI Eafe ETF | 1.57% | 47,812 | $4.5M | No change |
| ORCL Oracle Corp. | 1.47% | 14,811 | $4.2M | Reduce -0.5% |
| USMV iShares MSCI USA Min Vol Fac | 1.22% | 36,373 | $3.5M | Add +0.1% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 1.20% | 39,071 | $3.4M | Reduce -0.1% |
| IVV iShares Core S&P 500 ETF | 1.16% | 4,903 | $3.3M | Reduce -0.9% |
| IWN iShares Russell 2000 Value E | 1.09% | 17,570 | $3.1M | Add +1.6% |
| MUB iShares National Muni Bond E | 1.08% | 28,725 | $3.1M | Add +15.7% |
| IWO iShares Russell 2000 Growth | 1.00% | 8,841 | $2.8M | Add +1.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.99% | 5,615 | $2.8M | Reduce -0.7% |
| IAGG iShares Intl Aggregate Bond | 0.98% | 54,237 | $2.8M | Add +5.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.96% | 9,324 | $2.7M | Reduce -0.1% |
| IBIT iShares Bitcoin Trust ETF | 0.96% | 41,912 | $2.7M | Add +11.9% |
| AEP American Electric Power | 0.84% | 21,222 | $2.4M | Add +0.4% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.82% | 54,398 | $2.3M | Add +8.9% |
| SDY SS SPDR S&P Dividend ETF | 0.76% | 15,509 | $2.2M | No change |
| ADP Automatic Data Processing | 0.73% | 7,111 | $2.1M | Add +0.2% |
| WMT Walmart Inc. | 0.72% | 19,975 | $2.1M | Add +1.4% |
| GOOG Alphabet Inc. Class C | 0.70% | 8,171 | $2.0M | Add +10.9% |
| COST Costco Wholesale Corp. | 0.68% | 2,096 | $1.9M | Reduce -1.2% |
| PREF Pri Spe Pre Sec Acti-Usd Inc. | 0.67% | 99,541 | $1.9M | No change |
| VIGI Vanguard Int Div App Indx FD | 0.67% | 21,263 | $1.9M | No change |
| IJH iShares Core S&P Midcap ETF | 0.67% | 28,965 | $1.9M | Add +0.1% |
| VNQ Vanguard Real Estate ETF | 0.66% | 20,466 | $1.9M | Add +0.0% |
| GLD SPDR Gold Shares | 0.66% | 5,258 | $1.9M | Reduce -2.4% |
| HD Home Depot Inc. | 0.65% | 4,590 | $1.9M | Add +3.6% |
| MCD McDonald's Corp. | 0.65% | 6,092 | $1.9M | Add +0.6% |
| SLV iShares Silver Trust | 0.64% | 42,900 | $1.8M | No change |
| XOM Exxon Mobil Corp. | 0.63% | 15,768 | $1.8M | Add +1.2% |
| CAT Caterpillar Inc. | 0.61% | 3,639 | $1.7M | Reduce -0.8% |
| AMZN Amazon.com Inc. | 0.61% | 7,839 | $1.7M | Add +0.7% |
| GOOGL Alphabet Inc. Class A | 0.60% | 7,035 | $1.7M | Add +13.4% |
| XMPT Vaneck Cef Muni Income ETF | 0.60% | 77,375 | $1.7M | Add +45.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.59% | 6,609 | $1.7M | Reduce -0.7% |
| ETHA iShares Ethereum Trust ETF | 0.58% | 52,425 | $1.7M | New |
| QQQ Invesco QQQ Trust Series 1 | 0.58% | 2,750 | $1.7M | Add +0.0% |
| HDEF Xtrackers MSCI Eafe High Div | 0.57% | 55,331 | $1.6M | Reduce -1.3% |
| PEP Pepsico Inc. | 0.56% | 11,405 | $1.6M | Reduce -1.4% |
| DGRO iShares Core Dividend Growth | 0.54% | 22,332 | $1.5M | Add +0.1% |
| V Visa Inc. Class A | 0.53% | 4,414 | $1.5M | Reduce -4.0% |
| PLTR Palantir Technologies Inc. Class A | 0.52% | 8,101 | $1.5M | Add +4.2% |
| PG The Procter & Gamble Co. | 0.43% | 7,939 | $1.2M | Reduce -1.1% |
| CVX Chevron Corp. | 0.42% | 7,754 | $1.2M | Add +1.3% |
| HBAN Huntington Bancshares Inc. | 0.37% | 60,633 | $1.0M | Reduce -7.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.37% | 1,565 | $1.0M | Add +22.2% |
| LMT Lockheed Martin Corp. | 0.35% | 2,011 | $1.0M | Reduce -1.5% |
| JNJ Johnson & Johnson | 0.35% | 5,343 | $991K | Reduce -0.8% |
| ASML ASML Holding NV-NY Reg SHS | 0.34% | 995 | $963K | Add +0.4% |
| ABBV Abbvie Inc. | 0.33% | 4,057 | $939K | Reduce -76.5% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.33% | 10,946 | $929K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.32% | 3,270 | $923K | Reduce -1.1% |
| SDVY First Trust Smid Cap Rising | 0.32% | 24,071 | $915K | Add +0.1% |
| XLF SS Financial Select Sector | 0.32% | 16,892 | $910K | Add +0.4% |
| KO The Coca-Cola Co. | 0.32% | 13,684 | $907K | Add +0.8% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.31% | 1,816 | $891K | Add +8.7% |
| CSCO Cisco Systems Inc. | 0.31% | 12,974 | $888K | Add +0.8% |
| XLI SS Industrial Select Sector | 0.30% | 5,610 | $865K | No change |
| SUB iShares Short-Term National | 0.30% | 8,018 | $856K | Add +17.9% |
| IWM iShares Russell 2000 ETF | 0.30% | 3,532 | $855K | Add +3.1% |
| TSLA Tesla Inc. | 0.29% | 1,883 | $837K | No change |
| TSM Taiwan Semiconductor-SP ADR | 0.29% | 2,932 | $819K | Reduce -5.5% |
| HDV iShares Core High Dividend E | 0.29% | 6,614 | $810K | Add +0.2% |
| VSS Vanguard Ftse All Wo X-US SC | 0.28% | 5,497 | $784K | Reduce -3.3% |
| VZ Verizon Communications Inc. | 0.27% | 17,553 | $771K | Reduce -8.0% |
| ABT Abbott Laboratories | 0.27% | 5,695 | $763K | Reduce -5.0% |
| HYD Vaneck High Yield Muni ETF | 0.27% | 14,970 | $762K | Add +13.3% |
| GD General Dynamics Corp. | 0.26% | 2,159 | $736K | Add +3.5% |
| ENB Enbridge Inc. | 0.25% | 14,261 | $720K | Add +0.8% |
| XLE SS Energy Select Sector | 0.25% | 7,977 | $713K | Reduce -11.9% |
| XLB SS Materials Select Sector | 0.24% | 7,725 | $692K | No change |
| GS Goldman Sachs Group Inc. | 0.24% | 847 | $675K | Reduce -0.5% |
| TMO Thermo Fisher Scientific Inc. | 0.24% | 1,388 | $673K | No change |
| MU Micron Technology Inc. | 0.23% | 3,947 | $660K | Add +28.4% |
| NOC Northrop Grumman Corp. | 0.22% | 1,047 | $638K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.21% | 5,185 | $594K | Reduce -1.6% |
| GILD Gilead Sciences Inc. | 0.21% | 5,325 | $591K | Add +0.6% |
| BMY Bristol-Myers Squibb Co. | 0.21% | 12,985 | $586K | Add +3.1% |
| RSP Invesco S&P 500 Equal Weight | 0.20% | 3,030 | $575K | No change |
| VONV Vanguard Russell 1000 Value | 0.20% | 6,358 | $568K | Add +0.4% |
| DNP DNP Select Income Fund Inc. | 0.19% | 54,707 | $548K | Add +0.7% |
| ETN Eaton Corp. PLC | 0.19% | 1,443 | $540K | Add +144.6% |
| ISRG Intuitive Surgical Inc. | 0.18% | 1,144 | $512K | Add +5.5% |
| VST Vistra Corp. | 0.18% | 2,555 | $501K | Add +0.1% |
Portfolio Sells Q2 2025 → Q3 2025
| ABBV Abbvie Inc. | Reduce -76.5% | 0.33% | −0.89 |
| LLY Eli Lilly & Co. | Reduce -2.5% | 1.65% | −0.21 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.18 |
| ADBE Adobe Inc. | Sold out | 0.00% | −0.17 |
| KOF Coca-Cola Femsa Sab-SP ADR | Sold out | 0.00% | −0.14 |
| IWD iShares Russell 1000 Value E | Reduce -0.3% | 4.14% | −0.12 |
| COST Costco Wholesale Corp. | Reduce -1.2% | 0.68% | −0.11 |
| PRU Prudential Financial Inc. | Sold out | 0.00% | −0.11 |
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −0.10 |
| TEAM Atlassian Corp. Class A | Sold out | 0.00% | −0.09 |
| V Visa Inc. Class A | Reduce -4.0% | 0.53% | −0.09 |
| SPGI S&P Global Inc. | Sold out | 0.00% | −0.08 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -0.4% | 1.91% | −0.06 |
| MUA BlackRock Muniassets Fund | Sold out | 0.00% | −0.06 |
| LOW Lowe's Cos Inc. | Reduce -47.0% | 0.07% | −0.06 |
| PG The Procter & Gamble Co. | Reduce -1.1% | 0.43% | −0.05 |
| HBAN Huntington Bancshares Inc. | Reduce -7.6% | 0.37% | −0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.7% | 0.99% | −0.05 |
| IBM Intl Business Machines Corp. | Reduce -1.1% | 0.32% | −0.04 |
| VZ Verizon Communications Inc. | Reduce -8.0% | 0.27% | −0.04 |
| ABT Abbott Laboratories | Reduce -5.0% | 0.27% | −0.04 |
| XLE SS Energy Select Sector | Reduce -11.9% | 0.25% | −0.04 |
| HDEF Xtrackers MSCI Eafe High Div | Reduce -1.3% | 0.57% | −0.04 |
| DIS The Walt Disney Co. | Reduce -1.6% | 0.21% | −0.04 |
| SBUX Starbucks Corp. | Reduce -13.6% | 0.11% | −0.04 |
| SIF Sifco Industries | Reduce -65.9% | 0.05% | −0.03 |
| XLP SS Consumer Staples Sel Sect | Reduce -5.1% | 0.17% | −0.03 |
| INDA iShares MSCI India ETF | Reduce -11.1% | 0.09% | −0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -0.1% | 0.96% | −0.02 |
| YUM Yum! Brands Inc. | Reduce -9.8% | 0.10% | −0.02 |
| PEP Pepsico Inc. | Reduce -1.4% | 0.56% | −0.01 |
| VSS Vanguard Ftse All Wo X-US SC | Reduce -3.3% | 0.28% | −0.01 |
| ADI Analog Devices Inc. | Reduce -2.8% | 0.13% | −0.01 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -0.1% | 1.20% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -0.9% | 1.16% | −0.01 |
| MRK Merck & Co. Inc. | Reduce -2.3% | 0.15% | −0.01 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -0.7% | 0.59% | −0.01 |
| LMT Lockheed Martin Corp. | Reduce -1.5% | 0.35% | −0.00 |
| WELL Welltower Inc. | Reduce -10.7% | 0.09% | −0.00 |
| JPM JPMorgan Chase & Co. | Reduce -1.0% | 1.99% | +0.00 |
| AMG Affiliated Managers Group | Reduce -6.8% | 0.12% | +0.01 |
| GS Goldman Sachs Group Inc. | Reduce -0.5% | 0.24% | +0.01 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -5.5% | 0.29% | +0.02 |
| GLD SPDR Gold Shares | Reduce -2.4% | 0.66% | +0.04 |
| JNJ Johnson & Johnson | Reduce -0.8% | 0.35% | +0.04 |
| CAT Caterpillar Inc. | Reduce -0.8% | 0.61% | +0.07 |
| IWF iShares Russell 1000 Growth | Reduce -0.5% | 5.94% | +0.12 |
| ORCL Oracle Corp. | Reduce -0.5% | 1.47% | +0.23 |
| NVDA Nvidia Corp. | Reduce -0.5% | 3.09% | +0.26 |
Portfolio Buys Q2 2025 → Q3 2025
| ETHA iShares Ethereum Trust ETF | New | 0.58% | +0.58 |
| AAPL Apple Inc. | Add +4.2% | 3.23% | +0.55 |
| GOOG Alphabet Inc. Class C | Add +10.9% | 0.70% | +0.21 |
| GOOGL Alphabet Inc. Class A | Add +13.4% | 0.60% | +0.19 |
| XMPT Vaneck Cef Muni Income ETF | Add +45.3% | 0.60% | +0.17 |
| PLTR Palantir Technologies Inc. Class A | Add +4.2% | 0.52% | +0.12 |
| ETN Eaton Corp. PLC | Add +144.6% | 0.19% | +0.11 |
| MUB iShares National Muni Bond E | Add +15.7% | 1.08% | +0.10 |
| IBIT iShares Bitcoin Trust ETF | Add +11.9% | 0.96% | +0.09 |
| VWO Vanguard Ftse Emerging Marke | Add +1.2% | 2.96% | +0.09 |
| MU Micron Technology Inc. | Add +28.4% | 0.23% | +0.09 |
| PAVE Global X US Infrastructure | New | 0.09% | +0.09 |
| ARTY iShares Future AI & Tech ETF | New | 0.08% | +0.08 |
| GEV GE Vernova Inc. | New | 0.08% | +0.08 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +22.2% | 0.37% | +0.07 |
| IWN iShares Russell 2000 Value E | Add +1.6% | 1.09% | +0.06 |
| IWO iShares Russell 2000 Growth | Add +1.6% | 1.00% | +0.05 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +8.9% | 0.82% | +0.05 |
| IVW iShares S&P 500 Growth ETF | Add +0.0% | 2.28% | +0.04 |
| HD Home Depot Inc. | Add +3.6% | 0.65% | +0.04 |
| ASML ASML Holding NV-NY Reg SHS | Add +0.4% | 0.34% | +0.04 |
| VEA Vanguard Ftse Developed ETF | Add +2.8% | 5.45% | +0.03 |
| GD General Dynamics Corp. | Add +3.5% | 0.26% | +0.03 |
| SUB iShares Short-Term National | Add +17.9% | 0.30% | +0.03 |
| IWM iShares Russell 2000 ETF | Add +3.1% | 0.30% | +0.02 |
| HYD Vaneck High Yield Muni ETF | Add +13.3% | 0.27% | +0.02 |
| GE General Electric | Add +1.8% | 0.17% | +0.02 |
| DLR Digital Realty Trust Inc. | Add +26.6% | 0.11% | +0.02 |
| SNPS Synopsys Inc. | Add +26.7% | 0.10% | +0.01 |
| AEP American Electric Power | Add +0.4% | 0.84% | +0.01 |
| ENB Enbridge Inc. | Add +0.8% | 0.25% | +0.01 |
| J Jacobs Solutions Inc. | Add +5.9% | 0.10% | +0.01 |
| CVX Chevron Corp. | Add +1.3% | 0.42% | +0.01 |
| VRT Vertiv Holdings Co. Class A | Add +0.1% | 0.11% | +0.01 |
| SHYG iShares 0-5 YR HY Corp. Bond | Add +7.6% | 1.76% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Add +0.0% | 0.58% | +0.01 |
| AOM iShares Core 40/60 Moderate | Add +8.7% | 0.17% | +0.01 |
| MDY State Street SPDR S&P Midcap | Add +10.7% | 0.09% | +0.01 |
| MS Morgan Stanley | Add +0.1% | 0.12% | +0.01 |
| META Meta Platforms Inc. Class A | Add +12.5% | 0.12% | +0.00 |
| BAC Bank of America Corp. | Add +1.6% | 0.14% | +0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +0.7% | 0.13% | +0.00 |
| NEE Nextera Energy Inc. | Add +1.4% | 0.09% | +0.00 |
| IWS iShares Russell Mid-Cap Valu | Add +1.8% | 1.88% | +0.00 |
| SDVY First Trust Smid Cap Rising | Add +0.1% | 0.32% | +0.00 |
| IJR iShares Core S&P Small-Cap E | Add +0.2% | 0.08% | +0.00 |
| WFC Wells Fargo & Co. | Add +2.7% | 0.08% | 0.00 |
| CAVA Cava Group Inc. | Add +49.6% | 0.13% | −0.00 |
| DVY iShares Select Dividend ETF | Add +0.1% | 0.17% | −0.00 |
| ALL Allstate Corp. | Add +0.1% | 0.17% | −0.00 |
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 |