Investment Partners, LTD.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 10, 2026), Investment Partners, LTD. reported 149 stock positions worth $285.7 million. Its top holding was iShares Russell 1000 Growth (IWF) at 5.9% of the portfolio, followed by Vanguard Ftse Developed ETF (VEA, 5.8%) and iShares Russell 1000 Value E (IWD, 4.2%). Compared with Q3 2025, it opened 3 new positions, sold out of 8, added to 64 and reduced 55. The biggest buy was Vanguard Ftse Developed ETF (VEA, shares +4%) and the biggest sale Microsoft (MSFT, shares −3%).
- Most Recent 13F
- Q2 2026
- Location
- NEW PHILADELPHIA, OH
- CIK
- 0001050068
- Portfolio Value
- $285.7M (Q4 2025)
- SEC Filing
- 0001050068-26-000001 ↗ filed Feb 10, 2026
Holdings Value
Holdings 149 stocks · $285.7M
| IWF iShares Russell 1000 Growth | 5.94% | 35,869 | $17.0M | Reduce -0.3% |
| VEA Vanguard Ftse Developed ETF | 5.84% | 267,283 | $16.7M | Add +3.5% |
| IWD iShares Russell 1000 Value E | 4.18% | 56,816 | $12.0M | Reduce -1.6% |
| MSFT Microsoft Corp. | 3.45% | 20,378 | $9.9M | Reduce -3.0% |
| AAPL Apple Inc. | 3.36% | 35,315 | $9.6M | Reduce -2.0% |
| NVDA Nvidia Corp. | 3.07% | 47,094 | $8.8M | Add +0.0% |
| VWO Vanguard Ftse Emerging Marke | 2.97% | 157,809 | $8.5M | Add +1.8% |
| VIG Vanguard Dividend Apprec ETF | 2.35% | 30,528 | $6.7M | Add +0.9% |
| BSV Vanguard Short-Term Bond ETF | 2.34% | 84,871 | $6.7M | Add +9.9% |
| IVW iShares S&P 500 Growth ETF | 2.32% | 53,750 | $6.6M | Add +0.0% |
| LLY Eli Lilly & Co. | 2.16% | 5,737 | $6.2M | Reduce -6.6% |
| IGSB iShares 1-5Y Inv Grade Corp. | 2.09% | 112,968 | $6.0M | Add +9.4% |
| IWP iShares Russell Mid-Cap Grow | 2.07% | 43,240 | $5.9M | Add +4.5% |
| JPM JPMorgan Chase & Co. | 1.95% | 17,311 | $5.6M | Reduce -3.4% |
| IEFA iShares Core MSCI Eafe ETF | 1.93% | 61,743 | $5.5M | Reduce -0.4% |
| IWS iShares Russell Mid-Cap Valu | 1.90% | 38,562 | $5.4M | Add +0.6% |
| SHYG iShares 0-5 YR HY Corp. Bond | 1.88% | 125,222 | $5.4M | Add +8.7% |
| IVE iShares S&P 500 Value ETF | 1.76% | 23,709 | $5.0M | Add +0.0% |
| EFA iShares MSCI Eafe ETF | 1.40% | 41,732 | $4.0M | Reduce -12.7% |
| IVV iShares Core S&P 500 ETF | 1.23% | 5,131 | $3.5M | Add +4.7% |
| USMV iShares MSCI USA Min Vol Fac | 1.20% | 36,432 | $3.4M | Add +0.2% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 1.17% | 78,360 | $3.3M | Add +0.3% |
| IWN iShares Russell 2000 Value E | 1.12% | 17,633 | $3.2M | Add +0.4% |
| IAGG iShares Intl Aggregate Bond | 1.05% | 60,270 | $3.0M | Add +11.1% |
| ORCL Oracle Corp. | 1.01% | 14,830 | $2.9M | Add +0.1% |
| IWO iShares Russell 2000 Growth | 0.99% | 8,746 | $2.8M | Reduce -1.1% |
| SLV iShares Silver Trust | 0.97% | 42,900 | $2.8M | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.95% | 9,396 | $2.7M | Add +0.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.95% | 5,415 | $2.7M | Reduce -3.6% |
| GOOG Alphabet Inc. Class C | 0.88% | 7,976 | $2.5M | Reduce -2.4% |
| MUB iShares National Muni Bond E | 0.84% | 22,524 | $2.4M | Reduce -21.6% |
| WMT Walmart Inc. | 0.77% | 19,818 | $2.2M | Reduce -0.8% |
| QQQ Invesco QQQ Trust Series 1 | 0.76% | 3,546 | $2.2M | Add +28.9% |
| SDY SS SPDR S&P Dividend ETF | 0.76% | 15,509 | $2.2M | No change |
| AEP American Electric Power | 0.74% | 18,385 | $2.1M | Reduce -13.4% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.74% | 47,329 | $2.1M | Reduce -13.0% |
| IBIT iShares Bitcoin Trust ETF | 0.73% | 42,162 | $2.1M | Add +0.6% |
| GLD SPDR Gold Shares | 0.73% | 5,232 | $2.1M | Reduce -0.5% |
| GOOGL Alphabet Inc. Class A | 0.72% | 6,595 | $2.1M | Reduce -6.3% |
| CAT Caterpillar Inc. | 0.69% | 3,428 | $2.0M | Reduce -5.8% |
| VIGI Vanguard Int Div App Indx FD | 0.68% | 21,263 | $1.9M | No change |
| PREF Pri Spe Pre Sec Acti-Usd Inc. | 0.66% | 99,541 | $1.9M | No change |
| XOM Exxon Mobil Corp. | 0.66% | 15,556 | $1.9M | Reduce -1.3% |
| IJH iShares Core S&P Midcap ETF | 0.64% | 27,581 | $1.8M | Reduce -4.8% |
| COST Costco Wholesale Corp. | 0.63% | 2,102 | $1.8M | Add +0.3% |
| ADP Automatic Data Processing | 0.63% | 7,042 | $1.8M | Reduce -1.0% |
| VNQ Vanguard Real Estate ETF | 0.63% | 20,467 | $1.8M | Add +0.0% |
| AMZN Amazon.com Inc. | 0.63% | 7,759 | $1.8M | Reduce -1.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.61% | 6,732 | $1.7M | Add +1.9% |
| XMPT Vaneck Cef Muni Income ETF | 0.59% | 77,375 | $1.7M | No change |
| MCD McDonald's Corp. | 0.59% | 5,534 | $1.7M | Reduce -9.2% |
| HDEF Xtrackers MSCI Eafe High Div | 0.57% | 52,144 | $1.6M | Reduce -5.8% |
| PEP Pepsico Inc. | 0.56% | 11,055 | $1.6M | Reduce -3.1% |
| HD Home Depot Inc. | 0.53% | 4,399 | $1.5M | Reduce -4.2% |
| V Visa Inc. Class A | 0.51% | 4,182 | $1.5M | Reduce -5.3% |
| PLTR Palantir Technologies Inc. Class A | 0.49% | 7,856 | $1.4M | Reduce -3.0% |
| DGRO iShares Core Dividend Growth | 0.42% | 17,288 | $1.2M | Reduce -22.6% |
| ETHA iShares Ethereum Trust ETF | 0.41% | 52,425 | $1.2M | No change |
| MU Micron Technology Inc. | 0.40% | 4,017 | $1.1M | Add +1.8% |
| PG The Procter & Gamble Co. | 0.38% | 7,599 | $1.1M | Reduce -4.3% |
| CVX Chevron Corp. | 0.38% | 7,127 | $1.1M | Reduce -8.1% |
| ASML ASML Holding NV-NY Reg SHS | 0.37% | 995 | $1.1M | No change |
| HBAN Huntington Bancshares Inc. | 0.37% | 60,661 | $1.1M | Add +0.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.34% | 3,299 | $977K | Add +0.9% |
| CSCO Cisco Systems Inc. | 0.34% | 12,653 | $975K | Reduce -2.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.34% | 1,417 | $966K | Reduce -9.5% |
| EFAV iShares MSCI Eafe Min Vol Fa | 0.33% | 10,969 | $946K | Add +0.2% |
| JNJ Johnson & Johnson | 0.33% | 4,517 | $935K | Reduce -15.5% |
| XLF SS Financial Select Sector | 0.33% | 17,059 | $934K | Add +1.0% |
| ABBV Abbvie Inc. | 0.33% | 4,074 | $931K | Add +0.4% |
| SDVY First Trust Smid Cap Rising | 0.32% | 24,104 | $924K | Add +0.1% |
| KO The Coca-Cola Co. | 0.32% | 13,089 | $915K | Reduce -4.3% |
| TSM Taiwan Semiconductor-SP ADR | 0.31% | 2,933 | $891K | Add +0.0% |
| XLI SS Industrial Select Sector | 0.30% | 5,610 | $870K | No change |
| IWM iShares Russell 2000 ETF | 0.30% | 3,533 | $870K | Add +0.0% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.30% | 1,816 | $851K | No change |
| TSLA Tesla Inc. | 0.30% | 1,883 | $847K | No change |
| DNP DNP Select Income Fund Inc. | 0.29% | 82,262 | $822K | Add +50.4% |
| TMO Thermo Fisher Scientific Inc. | 0.28% | 1,389 | $805K | Add +0.1% |
| VSS Vanguard Ftse All Wo X-US SC | 0.28% | 5,511 | $790K | Add +0.3% |
| GS Goldman Sachs Group Inc. | 0.26% | 856 | $753K | Add +1.1% |
| XLE SS Energy Select Sector | 0.25% | 16,071 | $719K | Add +0.7% |
| GD General Dynamics Corp. | 0.25% | 2,110 | $710K | Reduce -2.3% |
| LMT Lockheed Martin Corp. | 0.25% | 1,463 | $708K | Reduce -27.3% |
| VZ Verizon Communications Inc. | 0.25% | 17,279 | $704K | Reduce -1.6% |
| XLB SS Materials Select Sector | 0.25% | 15,450 | $701K | No change |
| SUB iShares Short-Term National | 0.24% | 6,460 | $689K | Reduce -19.4% |
| ISRG Intuitive Surgical Inc. | 0.24% | 1,198 | $678K | Add +4.7% |
| BMY Bristol-Myers Squibb Co. | 0.24% | 12,472 | $673K | Reduce -4.0% |
| ABT Abbott Laboratories | 0.23% | 5,300 | $664K | Reduce -6.9% |
| HYD Vaneck High Yield Muni ETF | 0.23% | 12,911 | $660K | Reduce -13.8% |
| NOC Northrop Grumman Corp. | 0.21% | 1,047 | $597K | No change |
| HDV iShares Core High Dividend E | 0.21% | 4,900 | $596K | Reduce -25.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.21% | 5,185 | $590K | No change |
| VONV Vanguard Russell 1000 Value | 0.21% | 6,386 | $589K | Add +0.4% |
| RSP Invesco S&P 500 Equal Weight | 0.20% | 3,031 | $581K | Add +0.0% |
| GILD Gilead Sciences Inc. | 0.20% | 4,645 | $570K | Reduce -12.8% |
| ENB Enbridge Inc. | 0.19% | 11,574 | $554K | Reduce -18.8% |
| MRK Merck & Co. Inc. | 0.18% | 5,021 | $529K | Add +2.1% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.18% | 9,002 | $511K | No change |
Portfolio Sells Q3 2025 → Q4 2025
| MSFT Microsoft Corp. | Reduce -3.0% | 3.45% | −0.38 |
| MUB iShares National Muni Bond E | Reduce -21.6% | 0.84% | −0.23 |
| EFA iShares MSCI Eafe ETF | Reduce -12.7% | 1.40% | −0.17 |
| HD Home Depot Inc. | Reduce -4.2% | 0.53% | −0.13 |
| DGRO iShares Core Dividend Growth | Reduce -22.6% | 0.42% | −0.12 |
| LMT Lockheed Martin Corp. | Reduce -27.3% | 0.25% | −0.11 |
| ADP Automatic Data Processing | Reduce -1.0% | 0.63% | −0.10 |
| AEP American Electric Power | Reduce -13.4% | 0.74% | −0.10 |
| SNPS Synopsys Inc. | Sold out | 0.00% | −0.10 |
| WELL Welltower Inc. | Sold out | 0.00% | −0.09 |
| SMCI Super Micro Computer Inc. | Sold out | 0.00% | −0.08 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -13.0% | 0.74% | −0.08 |
| MCK McKesson Corp. | Sold out | 0.00% | −0.08 |
| HDV iShares Core High Dividend E | Reduce -25.9% | 0.21% | −0.08 |
| LOW Lowe's Cos Inc. | Sold out | 0.00% | −0.07 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.07 |
| SUB iShares Short-Term National | Reduce -19.4% | 0.24% | −0.06 |
| MCD McDonald's Corp. | Reduce -9.2% | 0.59% | −0.06 |
| ENB Enbridge Inc. | Reduce -18.8% | 0.19% | −0.06 |
| SIF Sifco Industries | Sold out | 0.00% | −0.05 |
| PG The Procter & Gamble Co. | Reduce -4.3% | 0.38% | −0.05 |
| CVX Chevron Corp. | Reduce -8.1% | 0.38% | −0.04 |
| ETN Eaton Corp. PLC | Reduce -8.9% | 0.15% | −0.04 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.6% | 0.95% | −0.04 |
| JPM JPMorgan Chase & Co. | Reduce -3.4% | 1.95% | −0.04 |
| HYD Vaneck High Yield Muni ETF | Reduce -13.8% | 0.23% | −0.04 |
| ABT Abbott Laboratories | Reduce -6.9% | 0.23% | −0.04 |
| PLTR Palantir Technologies Inc. Class A | Reduce -3.0% | 0.49% | −0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -9.5% | 0.34% | −0.03 |
| IJH iShares Core S&P Midcap ETF | Reduce -4.8% | 0.64% | −0.03 |
| VZ Verizon Communications Inc. | Reduce -1.6% | 0.25% | −0.03 |
| EU Encore Energy Corp. | Sold out | 0.00% | −0.02 |
| CAVA Cava Group Inc. | Reduce -14.3% | 0.11% | −0.02 |
| JNJ Johnson & Johnson | Reduce -15.5% | 0.33% | −0.02 |
| ALL Allstate Corp. | Reduce -6.9% | 0.15% | −0.02 |
| V Visa Inc. Class A | Reduce -5.3% | 0.51% | −0.02 |
| AFL Aflac Inc. | Reduce -10.6% | 0.12% | −0.02 |
| MRSH Marsh & McLennan Cos | Reduce -2.7% | 0.11% | −0.01 |
| PFE Pfizer Inc. | Reduce -4.3% | 0.15% | −0.01 |
| GD General Dynamics Corp. | Reduce -2.3% | 0.25% | −0.01 |
| PEP Pepsico Inc. | Reduce -3.1% | 0.56% | −0.01 |
| GILD Gilead Sciences Inc. | Reduce -12.8% | 0.20% | −0.01 |
| HDEF Xtrackers MSCI Eafe High Div | Reduce -5.8% | 0.57% | −0.01 |
| IWO iShares Russell 2000 Growth | Reduce -1.1% | 0.99% | −0.01 |
| CINF Cincinnati Financial Corp. | Reduce -4.7% | 0.16% | −0.00 |
| KO The Coca-Cola Co. | Reduce -4.3% | 0.32% | +0.00 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -0.4% | 0.13% | +0.00 |
| IWF iShares Russell 1000 Growth | Reduce -0.3% | 5.94% | +0.01 |
| BAC Bank of America Corp. | Reduce -1.9% | 0.14% | +0.01 |
| INTC Intel Corp. | Reduce -3.9% | 0.14% | +0.01 |
Portfolio Buys Q3 2025 → Q4 2025
| VEA Vanguard Ftse Developed ETF | Add +3.5% | 5.84% | +0.40 |
| BSV Vanguard Short-Term Bond ETF | Add +9.9% | 2.34% | +0.20 |
| QQQ Invesco QQQ Trust Series 1 | Add +28.9% | 0.76% | +0.18 |
| MU Micron Technology Inc. | Add +1.8% | 0.40% | +0.17 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +9.4% | 2.09% | +0.16 |
| SHYG iShares 0-5 YR HY Corp. Bond | Add +8.7% | 1.88% | +0.12 |
| DNP DNP Select Income Fund Inc. | Add +50.4% | 0.29% | +0.09 |
| PSX Phillips 66 | New | 0.08% | +0.08 |
| IAGG iShares Intl Aggregate Bond | Add +11.1% | 1.05% | +0.08 |
| IVV iShares Core S&P 500 ETF | Add +4.7% | 1.23% | +0.07 |
| SPGI S&P Global Inc. | New | 0.07% | +0.07 |
| AMGN Amgen Inc. | New | 0.07% | +0.07 |
| ISRG Intuitive Surgical Inc. | Add +4.7% | 0.24% | +0.06 |
| VIG Vanguard Dividend Apprec ETF | Add +0.9% | 2.35% | +0.05 |
| TMO Thermo Fisher Scientific Inc. | Add +0.1% | 0.28% | +0.04 |
| MRK Merck & Co. Inc. | Add +2.1% | 0.18% | +0.04 |
| IVE iShares S&P 500 Value ETF | Add +0.0% | 1.76% | +0.04 |
| IVW iShares S&P 500 Growth ETF | Add +0.0% | 2.32% | +0.03 |
| GS Goldman Sachs Group Inc. | Add +1.1% | 0.26% | +0.03 |
| ADI Analog Devices Inc. | Add +9.0% | 0.15% | +0.02 |
| IWN iShares Russell 2000 Value E | Add +0.4% | 1.12% | +0.02 |
| TSM Taiwan Semiconductor-SP ADR | Add +0.0% | 0.31% | +0.02 |
| IWS iShares Russell Mid-Cap Valu | Add +0.6% | 1.90% | +0.02 |
| ARTY iShares Future AI & Tech ETF | Add +18.0% | 0.10% | +0.02 |
| IBM Intl Business Machines Corp. | Add +0.9% | 0.34% | +0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +1.9% | 0.61% | +0.02 |
| PAVE Global X US Infrastructure | Add +18.5% | 0.10% | +0.02 |
| NEE Nextera Energy Inc. | Add +8.7% | 0.11% | +0.01 |
| MS Morgan Stanley | Add +0.1% | 0.13% | +0.01 |
| VWO Vanguard Ftse Emerging Marke | Add +1.8% | 2.97% | +0.01 |
| BKLN Invesco Senior Loan ETF | Add +8.8% | 0.14% | +0.01 |
| WFC Wells Fargo & Co. | Add +0.2% | 0.09% | +0.01 |
| VRT Vertiv Holdings Co. Class A | Add +0.1% | 0.11% | +0.01 |
| XLF SS Financial Select Sector | Add +1.0% | 0.33% | +0.01 |
| VONV Vanguard Russell 1000 Value | Add +0.4% | 0.21% | +0.01 |
| EFAV iShares MSCI Eafe Min Vol Fa | Add +0.2% | 0.33% | +0.00 |
| IWM iShares Russell 2000 ETF | Add +0.0% | 0.30% | +0.00 |
| IJR iShares Core S&P Small-Cap E | Add +4.0% | 0.08% | +0.00 |
| GE General Electric | Add +0.1% | 0.17% | +0.00 |
| AOM iShares Core 40/60 Moderate | Add +1.6% | 0.18% | +0.00 |
| SDVY First Trust Smid Cap Rising | Add +0.1% | 0.32% | +0.00 |
| RSP Invesco S&P 500 Equal Weight | Add +0.0% | 0.20% | +0.00 |
| VSS Vanguard Ftse All Wo X-US SC | Add +0.3% | 0.28% | +0.00 |
| XLE SS Energy Select Sector | Add +0.7% | 0.25% | +0.00 |
| HBAN Huntington Bancshares Inc. | Add +0.1% | 0.37% | −0.00 |
| YUM Yum! Brands Inc. | Add +0.2% | 0.10% | −0.00 |
| SBUX Starbucks Corp. | Add +0.2% | 0.11% | −0.00 |
| CL Colgate-Palmolive Co. | Add +0.3% | 0.11% | −0.00 |
| GIS General Mills Inc. | Add +7.0% | 0.08% | −0.00 |
| DVY iShares Select Dividend ETF | Add +0.2% | 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 |