MPS Loria Financial Planners, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 30, 2026), MPS Loria Financial Planners, LLC reported 91 stock positions worth $435.0 million. Its top holding was iShares Russell 1000 ETF (IWB) at 32.7% of the portfolio, followed by Apple (AAPL, 18.4%) and iShares Core MSCI Emerging (IEMG, 12.0%). Compared with Q1 2026, it opened 9 new positions, sold out of 7, added to 47 and reduced 22. The biggest buy was iShares Russell 1000 ETF (IWB, shares +2%) and the biggest sale Apple (AAPL, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- Burr Ridge, IL
- CIK
- 0001716180
- Portfolio Value
- $435.0M (Q2 2026)
- SEC Filing
- 0001172661-26-002945 ↗ filed Jul 30, 2026
Holdings Value
Holdings 91 stocks · $435.0M
| IWB iShares Russell 1000 ETF | 32.71% | 347,484 | $142.3M | Add +1.9% |
| AAPL Apple Inc. | 18.41% | 276,797 | $80.1M | Reduce -1.1% |
| IEMG iShares Core MSCI Emerging | 12.04% | 632,371 | $52.4M | Add +0.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 11.03% | 158,328 | $48.0M | Add +2.6% |
| USRT iShares Core US REIT ETF | 4.21% | 275,472 | $18.3M | Add +3.0% |
| SCHP Schwab U.S. Tips ETF | 2.08% | 341,000 | $9.0M | Add +1.4% |
| IWV iShares Russell 3000 ETF | 1.28% | 13,100 | $5.6M | Add +1.6% |
| AGG iShares Core U.S. Aggregate | 0.97% | 42,791 | $4.2M | Add +6.2% |
| ABBV Abbvie Inc. | 0.93% | 16,065 | $4.0M | Add +0.5% |
| EFA iShares MSCI Eafe ETF | 0.81% | 33,846 | $3.5M | Add +7.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.78% | 4,545 | $3.4M | Reduce -3.0% |
| UNH Unitedhealth Group Inc. | 0.73% | 7,619 | $3.2M | Add +0.5% |
| PGR Progressive Corp. | 0.71% | 14,077 | $3.1M | No change |
| NVDA Nvidia Corp. | 0.68% | 14,815 | $3.0M | Reduce -2.6% |
| MSFT Microsoft Corp. | 0.56% | 6,567 | $2.4M | Reduce -12.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.52% | 4,499 | $2.3M | Add +23.3% |
| MCK McKesson Corp. | 0.49% | 2,838 | $2.1M | Add +0.1% |
| CVX Chevron Corp. | 0.49% | 12,787 | $2.1M | Add +0.0% |
| GOOG Alphabet Inc. Class C | 0.48% | 5,855 | $2.1M | Add +0.0% |
| AMZN Amazon.com Inc. | 0.47% | 8,544 | $2.0M | Add +0.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.43% | 2,518 | $1.9M | Reduce -10.8% |
| SMH Vaneck Semiconductor ETF | 0.39% | 2,612 | $1.7M | Reduce -4.7% |
| GOOGL Alphabet Inc. Class A | 0.39% | 4,766 | $1.7M | Reduce -43.3% |
| JNJ Johnson & Johnson | 0.38% | 6,514 | $1.7M | Add +0.1% |
| ABT Abbott Laboratories | 0.35% | 16,599 | $1.5M | Reduce -0.1% |
| AOR iShares Core 60/40 Balanced | 0.34% | 21,069 | $1.5M | Reduce -0.1% |
| SDY SS SPDR S&P Dividend ETF | 0.31% | 8,981 | $1.4M | Add +0.4% |
| AOA iShares Core 80/20 Aggressiv | 0.25% | 11,084 | $1.1M | Add +2.9% |
| VGT Vanguard Info Tech ETF | 0.24% | 8,886 | $1.1M | No change |
| DHR Danaher Corp. | 0.23% | 5,243 | $999K | New |
| CSCO Cisco Systems Inc. | 0.23% | 8,379 | $984K | Add +0.4% |
| GE General Electric filed as GE AEROSPACE | 0.21% | 2,468 | $923K | Add +4.6% |
| LLY Eli Lilly & Co. | 0.20% | 723 | $867K | No change |
| CAT Caterpillar Inc. | 0.19% | 776 | $826K | Add +0.3% |
| WTM White Mountains Insurance GP | 0.18% | 383 | $794K | New |
| HD Home Depot Inc. | 0.18% | 2,226 | $785K | Reduce -1.5% |
| VIG Vanguard Dividend Apprec ETF | 0.17% | 3,113 | $737K | Add +0.1% |
| BUSE First Busey Corp. | 0.17% | 24,810 | $732K | Reduce -33.3% |
| XOM Exxon Mobil Corp. | 0.17% | 5,330 | $729K | Reduce -0.1% |
| GEV GE Vernova Inc. | 0.17% | 618 | $726K | Add +4.6% |
| AVGO Broadcom Inc. | 0.16% | 1,864 | $704K | Add +0.9% |
| SHW The Sherwin-Williams Co. | 0.16% | 1,967 | $677K | Add +0.3% |
| RWO State Street SPDR Dow Jones | 0.14% | 12,493 | $621K | Add +6.0% |
| MCD McDonald's Corp. | 0.14% | 2,176 | $588K | Add +0.4% |
| AOM iShares Core 40/60 Moderate | 0.13% | 11,532 | $575K | Add +7.5% |
| WEC WEC Energy Group Inc. | 0.13% | 4,922 | $575K | Reduce -6.2% |
| VOO Vanguard S&P 500 ETF | 0.13% | 824 | $566K | Add +0.2% |
| TSLA Tesla Inc. | 0.13% | 1,322 | $556K | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.12% | 5,587 | $538K | Add +10.8% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.12% | 1,854 | $521K | Add +2.4% |
| WMT Walmart Inc. | 0.12% | 4,594 | $520K | Reduce -3.4% |
| BF.B Brown-Forman Corp. Class B | 0.11% | 18,590 | $495K | No change |
| NEE Nextera Energy Inc. | 0.11% | 5,342 | $469K | Add +0.6% |
| L Loews Corp. | 0.10% | 4,019 | $455K | New |
| META Meta Platforms Inc. Class A | 0.10% | 776 | $437K | No change |
| PG The Procter & Gamble Co. | 0.10% | 2,892 | $424K | Add +0.7% |
| JPM JPMorgan Chase & Co. | 0.10% | 1,266 | $414K | Add +0.2% |
| TAK Takeda Pharmaceutic-SP ADR | 0.09% | 25,746 | $413K | No change |
| HUBB Hubbell Inc. | 0.09% | 780 | $408K | No change |
| PM Philip Morris International | 0.09% | 2,246 | $406K | Add +0.8% |
| WM Waste Management Inc. | 0.09% | 1,814 | $404K | Reduce -14.1% |
| SOXX iShares Semiconductor ETF | 0.09% | 628 | $402K | No change |
| VZ Verizon Communications Inc. | 0.09% | 9,438 | $400K | Reduce -4.8% |
| V Visa Inc. Class A | 0.09% | 1,154 | $396K | Add +0.1% |
| NFLX Netflix Inc. | 0.09% | 5,360 | $383K | No change |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.08% | 4,220 | $364K | Add +3.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.08% | 1,656 | $361K | Add +4.8% |
| XLY SS Consumer Disc Select Sect | 0.08% | 2,962 | $347K | Add +0.1% |
| AON Aon PLC Class A | 0.08% | 1,030 | $342K | No change |
| GD General Dynamics Corp. | 0.08% | 933 | $330K | No change |
| ORCL Oracle Corp. | 0.07% | 2,206 | $323K | Add +0.2% |
| MS Morgan Stanley | 0.07% | 1,529 | $320K | Add +0.3% |
| AMLP Alerian MLP ETF | 0.07% | 6,027 | $313K | Add +4.7% |
| AMD Advanced Micro Devices | 0.07% | 506 | $294K | New |
| MDLZ Mondelez International Inc. Class A | 0.07% | 4,963 | $287K | Reduce -2.6% |
| JNK SS SPDR BB High Yield Bond | 0.06% | 2,929 | $282K | Add +5.3% |
| EXC Exelon Corp. | 0.06% | 6,026 | $281K | Reduce -4.9% |
| KO The Coca-Cola Co. | 0.06% | 3,443 | $280K | Add +0.6% |
| TSM Taiwan Semiconductor-SP ADR | 0.06% | 568 | $271K | New |
| T AT&T Inc. | 0.06% | 13,003 | $269K | Reduce -4.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.06% | 684 | $253K | Add +0.1% |
| MRK Merck & Co. Inc. | 0.06% | 1,947 | $250K | Add +0.5% |
| CEG Constellation Energy | 0.06% | 968 | $240K | Add +0.2% |
| SO The Southern Co. | 0.05% | 2,374 | $227K | No change |
| GLW Corning Inc. | 0.05% | 867 | $222K | Reduce -74.0% |
| VWO Vanguard Ftse Emerging Marke | 0.05% | 3,574 | $213K | New |
| MU Micron Technology Inc. | 0.05% | 182 | $210K | New |
| VT Vanguard Tot World STK ETF | 0.05% | 1,321 | $207K | Reduce -12.5% |
| CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BANK OF CO | 0.05% | 1,769 | $203K | New |
| AZN Astrazeneca PLC | 0.05% | 1,070 | $203K | Reduce -0.9% |
| GLND Greenland Energy Co. | 0.02% | 33,330 | $73K | New |
Portfolio Sells Q1 2026 → Q2 2026
| AAPL Apple Inc. | Reduce -1.1% | 18.41% | −0.32 |
| GOOGL Alphabet Inc. Class A | Reduce -43.3% | 0.39% | −0.25 |
| MSFT Microsoft Corp. | Reduce -12.8% | 0.56% | −0.17 |
| COST Costco Wholesale Corp. | Sold out | 0.00% | −0.11 |
| ABT Abbott Laboratories | Reduce -0.1% | 0.35% | −0.10 |
| BUSE First Busey Corp. | Reduce -33.3% | 0.17% | −0.08 |
| TJX TJX Companies Inc. | Sold out | 0.00% | −0.07 |
| F Ford Motor Co. | Sold out | 0.00% | −0.07 |
| XOM Exxon Mobil Corp. | Reduce -0.1% | 0.17% | −0.07 |
| AMAT Applied Materials Inc. | Sold out | 0.00% | −0.07 |
| GLW Corning Inc. | Reduce -74.0% | 0.05% | −0.07 |
| BAC Bank of America Corp. | Sold out | 0.00% | −0.07 |
| COP Conocophillips | Sold out | 0.00% | −0.06 |
| IBIT iShares Bitcoin Trust ETF | Sold out | 0.00% | −0.05 |
| T AT&T Inc. | Reduce -4.4% | 0.06% | −0.04 |
| VZ Verizon Communications Inc. | Reduce -4.8% | 0.09% | −0.04 |
| WMT Walmart Inc. | Reduce -3.4% | 0.12% | −0.04 |
| WM Waste Management Inc. | Reduce -14.1% | 0.09% | −0.04 |
| WEC WEC Energy Group Inc. | Reduce -6.2% | 0.13% | −0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -3.0% | 0.78% | −0.02 |
| AOR iShares Core 60/40 Balanced | Reduce -0.1% | 0.34% | −0.02 |
| NVDA Nvidia Corp. | Reduce -2.6% | 0.68% | −0.02 |
| EXC Exelon Corp. | Reduce -4.9% | 0.06% | −0.02 |
| HD Home Depot Inc. | Reduce -1.5% | 0.18% | −0.02 |
| MDLZ Mondelez International Inc. Class A | Reduce -2.6% | 0.07% | −0.01 |
| AZN Astrazeneca PLC | Reduce -0.9% | 0.05% | −0.01 |
| VT Vanguard Tot World STK ETF | Reduce -12.5% | 0.05% | −0.01 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -10.8% | 0.43% | −0.00 |
| SMH Vaneck Semiconductor ETF | Reduce -4.7% | 0.39% | +0.12 |
Portfolio Buys Q1 2026 → Q2 2026
| IWB iShares Russell 1000 ETF | Add +1.9% | 32.71% | +0.64 |
| IEMG iShares Core MSCI Emerging | Add +0.4% | 12.04% | +0.45 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +2.6% | 11.03% | +0.37 |
| DHR Danaher Corp. | New | 0.23% | +0.23 |
| UNH Unitedhealth Group Inc. | Add +0.5% | 0.73% | +0.19 |
| WTM White Mountains Insurance GP | New | 0.18% | +0.18 |
| L Loews Corp. | New | 0.10% | +0.10 |
| AMD Advanced Micro Devices | New | 0.07% | +0.07 |
| TSM Taiwan Semiconductor-SP ADR | New | 0.06% | +0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +23.3% | 0.52% | +0.06 |
| CSCO Cisco Systems Inc. | Add +0.4% | 0.23% | +0.06 |
| VWO Vanguard Ftse Emerging Marke | New | 0.05% | +0.05 |
| MU Micron Technology Inc. | New | 0.05% | +0.05 |
| CM Can Imperial BK of Commerce | New | 0.05% | +0.05 |
| CAT Caterpillar Inc. | Add +0.3% | 0.19% | +0.05 |
| GE General Electric | Add +4.6% | 0.21% | +0.04 |
| GOOG Alphabet Inc. Class C | Add +0.0% | 0.48% | +0.03 |
| GEV GE Vernova Inc. | Add +4.6% | 0.17% | +0.03 |
| USRT iShares Core US REIT ETF | Add +3.0% | 4.21% | +0.03 |
| IWV iShares Russell 3000 ETF | Add +1.6% | 1.28% | +0.02 |
| GLND Greenland Energy Co. | New | 0.02% | +0.02 |
| ABBV Abbvie Inc. | Add +0.5% | 0.93% | +0.01 |
| AVGO Broadcom Inc. | Add +0.9% | 0.16% | +0.01 |
| MS Morgan Stanley | Add +0.3% | 0.07% | +0.01 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +3.3% | 0.08% | +0.01 |
| IBM Intl Business Machines Corp. | Add +2.4% | 0.12% | +0.00 |
| EFA iShares MSCI Eafe ETF | Add +7.6% | 0.81% | +0.00 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +4.8% | 0.08% | +0.00 |
| VOO Vanguard S&P 500 ETF | Add +0.2% | 0.13% | +0.00 |
| RWO State Street SPDR Dow Jones | Add +6.0% | 0.14% | +0.00 |
| VTI VG Morningstar TS MKT ETF-US | Add +0.1% | 0.06% | +0.00 |
| V Visa Inc. Class A | Add +0.1% | 0.09% | −0.00 |
| AMZN Amazon.com Inc. | Add +0.1% | 0.47% | −0.00 |
| AOM iShares Core 40/60 Moderate | Add +7.5% | 0.13% | −0.00 |
| AOA iShares Core 80/20 Aggressiv | Add +2.9% | 0.25% | −0.00 |
| JPM JPMorgan Chase & Co. | Add +0.2% | 0.10% | −0.00 |
| PM Philip Morris International | Add +0.8% | 0.09% | −0.00 |
| MRK Merck & Co. Inc. | Add +0.5% | 0.06% | −0.00 |
| KO The Coca-Cola Co. | Add +0.6% | 0.06% | −0.00 |
| DIS The Walt Disney Co. | Add +10.8% | 0.12% | −0.00 |
| XLY SS Consumer Disc Select Sect | Add +0.1% | 0.08% | −0.01 |
| JNK SS SPDR BB High Yield Bond | Add +5.3% | 0.06% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Add +0.1% | 0.17% | −0.01 |
| AMLP Alerian MLP ETF | Add +4.7% | 0.07% | −0.01 |
| SHW The Sherwin-Williams Co. | Add +0.3% | 0.16% | −0.01 |
| ORCL Oracle Corp. | Add +0.2% | 0.07% | −0.01 |
| PG The Procter & Gamble Co. | Add +0.7% | 0.10% | −0.01 |
| CEG Constellation Energy | Add +0.2% | 0.06% | −0.02 |
| NEE Nextera Energy Inc. | Add +0.6% | 0.11% | −0.02 |
| SDY SS SPDR S&P Dividend ETF | Add +0.4% | 0.31% | −0.03 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 91 | $435.0M | IWB, AAPL, IEMG, VB, USRT |
| Q1 2026 | 89 | $379.0M | IWB, AAPL, IEMG, VB, USRT |
| Q4 2025 | 85 | $389.0M | IWB, AAPL, IEMG, VB, USRT |
| Q3 2025 | 83 | $376.3M | IWB, AAPL, IEMG, VB, USRT |
| Q2 2025 | 80 | $339.9M | IWB, AAPL, IEMG, VB, USRT |
| Q1 2025 | 80 | $337.2M | IWB, AAPL, IEMG, VB, USRT |
| Q4 2024 | 80 | $337.8M | IWB, AAPL, VB, IEMG, IWV |
| Q3 2024 | 82 | $335.5M | IWB, AAPL, IEMG, VB, IWV |
| Q2 2024 | 80 | $310.3M | IWB, AAPL, IEMG, VB, IWV |
| Q1 2024 | 80 | $297.7M | IWB, AAPL, IJR, IEMG, IWV |