MPS Loria Financial Planners, LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 3, 2026), MPS Loria Financial Planners, LLC reported 85 stock positions worth $389.0 million. Its top holding was iShares Russell 1000 ETF (IWB) at 32.0% of the portfolio, followed by Apple (AAPL, 19.7%) and iShares Core MSCI Emerging (IEMG, 11.7%). Compared with Q3 2025, it opened 5 new positions, sold out of 3, added to 54 and reduced 13. The biggest buy was a new position in Chevron (CVX) and the biggest sale iShares Russell 1000 ETF (IWB, shares −0%).

Most Recent 13F
Q2 2026
Location
Burr Ridge, IL
CIK
0001716180
Portfolio Value
$389.0M (Q4 2025)
SEC Filing
0001172661-26-000445 ↗ filed Feb 3, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $297.7M Q1 2024 Q2 2024: $310.3M Q2 2024 Q3 2024: $335.5M Q3 2024 Q4 2024: $337.8M Q4 2024 Q1 2025: $337.2M Q1 2025 Q2 2025: $339.9M Q2 2025 Q3 2025: $376.3M Q3 2025 Q4 2025: $389.0M $389.0M Q4 2025 Q1 2026: $379.0M Q1 2026 Q2 2026: $435.0M Q2 2026

Holdings 85 stocks · $389.0M
IWB iShares Russell 1000 ETF 32.02% 333,549 $124.6M Reduce -0.2%
AAPL Apple Inc. 19.70% 281,985 $76.7M Reduce -0.1%
IEMG iShares Core MSCI Emerging 11.69% 676,346 $45.5M Reduce -0.7%
VB Vanguard Most SM-Cap ETF-Usd 10.07% 151,840 $39.2M Add +1.6%
USRT iShares Core US REIT ETF 3.67% 250,649 $14.3M Add +1.6%
SCHP Schwab U.S. Tips ETF 2.86% 420,379 $11.1M Add +4.0%
IWV iShares Russell 3000 ETF 1.26% 12,719 $4.9M Add +1.5%
AGG iShares Core U.S. Aggregate 0.97% 37,667 $3.8M Add +4.2%
PGR Progressive Corp. 0.94% 16,077 $3.7M No change
ABBV Abbvie Inc. 0.93% 15,871 $3.6M Reduce -0.2%
MSFT Microsoft Corp. 0.93% 7,472 $3.6M Add +0.1%
SPY SS SPDR S&P 500 ETF Trust-US 0.83% 4,707 $3.2M Add +6.9%
EFA iShares MSCI Eafe ETF 0.82% 33,251 $3.2M Add +0.5%
GOOGL Alphabet Inc. Class A 0.68% 8,404 $2.6M Add +4.0%
UNH Unitedhealth Group Inc. 0.64% 7,531 $2.5M Add +0.4%
MCK McKesson Corp. 0.60% 2,833 $2.3M Add +0.1%
NVDA Nvidia Corp. 0.58% 12,018 $2.2M Add +2.0%
ABT Abbott Laboratories 0.53% 16,529 $2.1M Add +0.4%
CVX Chevron Corp. 0.50% 12,780 $1.9M New
AMZN Amazon.com Inc. 0.50% 8,405 $1.9M Add +4.0%
GOOG Alphabet Inc. Class C 0.47% 5,850 $1.8M Add +0.1%
BRK.B Berkshire Hathaway Inc. Class B 0.47% 3,648 $1.8M Add +2.3%
QQQ Invesco QQQ Trust Series 1 0.45% 2,849 $1.8M Add +1.6%
JNJ Johnson & Johnson 0.35% 6,526 $1.4M Reduce -0.4%
SDY SS SPDR S&P Dividend ETF 0.33% 9,208 $1.3M Reduce -0.5%
AOR iShares Core 60/40 Balanced 0.32% 18,852 $1.2M Add +10.3%
SMH Vaneck Semiconductor ETF 0.25% 2,742 $987K Add +0.2%
BUSE First Busey Corp. 0.23% 36,803 $876K Add +1.1%
VGT Vanguard Info Tech ETF 0.21% 1,108 $835K Add +0.1%
AOA iShares Core 80/20 Aggressiv 0.21% 9,310 $834K Add +7.8%
HD Home Depot Inc. 0.20% 2,257 $776K Add +0.4%
LLY Eli Lilly & Co. 0.20% 722 $776K Add +4.9%
GE General Electric filed as GE AEROSPACE 0.19% 2,407 $742K New
VIG Vanguard Dividend Apprec ETF 0.17% 3,093 $680K Reduce -1.9%
MCD McDonald's Corp. 0.17% 2,158 $660K Add +0.4%
AVGO Broadcom Inc. 0.17% 1,890 $654K Add +4.0%
CSCO Cisco Systems Inc. 0.16% 8,310 $640K Add +0.5%
XOM Exxon Mobil Corp. 0.16% 5,306 $639K Add +0.6%
SHW The Sherwin-Williams Co. 0.16% 1,957 $634K Reduce -54.4%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.16% 5,512 $627K No change
TSLA Tesla Inc. 0.15% 1,330 $598K Add +0.4%
WEC WEC Energy Group Inc. 0.14% 5,326 $562K Reduce -5.2%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.14% 1,803 $534K Reduce -4.3%
WMT Walmart Inc. 0.14% 4,753 $530K No change
RWO State Street SPDR Dow Jones 0.13% 11,531 $519K Add +4.0%
VOO Vanguard S&P 500 ETF 0.13% 819 $514K Add +0.5%
META Meta Platforms Inc. Class A 0.13% 775 $512K No change
AOM iShares Core 40/60 Moderate 0.13% 10,550 $504K Add +6.0%
NFLX Netflix Inc. 0.13% 5,360 $503K No change
BF.B Brown-Forman Corp. Class B 0.13% 18,878 $492K Reduce -2.1%
PG The Procter & Gamble Co. 0.12% 3,372 $483K Add +0.5%
WM Waste Management Inc. 0.12% 2,105 $462K Add +0.3%
CAT Caterpillar Inc. 0.11% 773 $443K Add +0.3%
ORCL Oracle Corp. 0.11% 2,197 $428K Add +0.1%
NEE Nextera Energy Inc. 0.11% 5,284 $424K Add +0.6%
JPM JPMorgan Chase & Co. 0.10% 1,262 $407K Add +0.2%
V Visa Inc. Class A 0.10% 1,153 $404K Add +0.2%
VZ Verizon Communications Inc. 0.10% 9,677 $394K Add +10.2%
GEV GE Vernova Inc. 0.10% 597 $390K New
AON Aon PLC Class A 0.09% 1,030 $363K No change
PM Philip Morris International 0.09% 2,217 $356K Add +0.3%
XLY SS Consumer Disc Select Sect 0.09% 2,954 $353K No change
HUBB Hubbell Inc. 0.09% 780 $346K No change
CEG Constellation Energy 0.09% 965 $341K Add +37.1%
T AT&T Inc. 0.09% 13,573 $337K Add +13.4%
VUG Vanguard Mrngstar GR ETF-Sui 0.09% 688 $336K Add +0.1%
COST Costco Wholesale Corp. 0.09% 389 $335K No change
GD General Dynamics Corp. 0.08% 933 $314K No change
F Ford Motor Co. filed as FORD MTR CO 0.08% 23,603 $310K Reduce -12.3%
VTV Vanguard Mrngstr Val ETF-Aui 0.08% 1,589 $303K Add +1.0%
GLW Corning Inc. 0.07% 3,327 $291K Add +0.2%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.07% 5,089 $280K Add +0.4%
EXC Exelon Corp. 0.07% 6,326 $276K Reduce -34.2%
MDLZ Mondelez International Inc. Class A 0.07% 5,063 $273K No change
JNK SS SPDR BB High Yield Bond 0.07% 2,803 $272K Add +5.8%
AMLP Alerian MLP ETF 0.07% 5,749 $270K Add +0.0%
MS Morgan Stanley 0.07% 1,518 $270K Add +14.0%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.07% 1,735 $267K No change
KO The Coca-Cola Co. 0.06% 3,423 $239K Add +0.7%
VTI VG Morningstar TS MKT ETF-US 0.06% 693 $233K Add +0.3%
VWO Vanguard Ftse Emerging Marke 0.06% 4,102 $221K Add +1.9%
VT Vanguard Tot World STK ETF 0.05% 1,506 $213K Add +0.7%
SO The Southern Co. 0.05% 2,374 $207K No change
MRK Merck & Co. Inc. 0.05% 1,928 $203K New
AMAT Applied Materials Inc. 0.05% 786 $202K New

Portfolio Sells Q3 2025 → Q4 2025
IWB iShares Russell 1000 ETF Reduce -0.2% 32.02% −0.44
IEMG iShares Core MSCI Emerging Reduce -0.7% 11.69% −0.24
SHW The Sherwin-Williams Co. Reduce -54.4% 0.16% −0.23
IBIT iShares Bitcoin Trust ETF Sold out 0.00% −0.07
EFX Equifax Inc. Sold out 0.00% −0.06
ROP Roper Technologies Inc. Sold out 0.00% −0.05
ABBV Abbvie Inc. Reduce -0.2% 0.93% −0.05
EXC Exelon Corp. Reduce -34.2% 0.07% −0.04
WEC WEC Energy Group Inc. Reduce -5.2% 0.14% −0.03
SDY SS SPDR S&P Dividend ETF Reduce -0.5% 0.33% −0.02
BF.B Brown-Forman Corp. Class B Reduce -2.1% 0.13% −0.01
VIG Vanguard Dividend Apprec ETF Reduce -1.9% 0.17% −0.01
F Ford Motor Co. Reduce -12.3% 0.08% −0.01
IBM Intl Business Machines Corp. Reduce -4.3% 0.14% −0.00
JNJ Johnson & Johnson Reduce -0.4% 0.35% +0.02
AAPL Apple Inc. Reduce -0.1% 19.70% +0.60

Portfolio Buys Q3 2025 → Q4 2025
CVX Chevron Corp. New 0.50% +0.50
GE General Electric New 0.19% +0.19
GOOGL Alphabet Inc. Class A Add +4.0% 0.68% +0.15
GEV GE Vernova Inc. New 0.10% +0.10
GOOG Alphabet Inc. Class C Add +0.1% 0.47% +0.09
LLY Eli Lilly & Co. Add +4.9% 0.20% +0.06
MRK Merck & Co. Inc. New 0.05% +0.05
AMAT Applied Materials Inc. New 0.05% +0.05
SPY SS SPDR S&P 500 ETF Trust-US Add +6.9% 0.83% +0.05
AMZN Amazon.com Inc. Add +4.0% 0.50% +0.03
CEG Constellation Energy Add +37.1% 0.09% +0.03
AOR iShares Core 60/40 Balanced Add +10.3% 0.32% +0.02
SMH Vaneck Semiconductor ETF Add +0.2% 0.25% +0.02
MCK McKesson Corp. Add +0.1% 0.60% +0.02
CAT Caterpillar Inc. Add +0.3% 0.11% +0.02
CSCO Cisco Systems Inc. Add +0.5% 0.16% +0.01
MS Morgan Stanley Add +14.0% 0.07% +0.01
AOA iShares Core 80/20 Aggressiv Add +7.8% 0.21% +0.01
AVGO Broadcom Inc. Add +4.0% 0.17% +0.01
XOM Exxon Mobil Corp. Add +0.6% 0.16% +0.01
AGG iShares Core U.S. Aggregate Add +4.2% 0.97% +0.00
AOM iShares Core 40/60 Moderate Add +6.0% 0.13% +0.00
NEE Nextera Energy Inc. Add +0.6% 0.11% +0.00
IWV iShares Russell 3000 ETF Add +1.5% 1.26% +0.00
GLW Corning Inc. Add +0.2% 0.07% +0.00
BAC Bank of America Corp. Add +0.4% 0.07% +0.00
QQQ Invesco QQQ Trust Series 1 Add +1.6% 0.45% +0.00
KO The Coca-Cola Co. Add +0.7% 0.06% +0.00
BUSE First Busey Corp. Add +1.1% 0.23% +0.00
JNK SS SPDR BB High Yield Bond Add +5.8% 0.07% +0.00
VTV Vanguard Mrngstr Val ETF-Aui Add +1.0% 0.08% 0.00
VT Vanguard Tot World STK ETF Add +0.7% 0.05% −0.00
EFA iShares MSCI Eafe ETF Add +0.5% 0.82% −0.00
VOO Vanguard S&P 500 ETF Add +0.5% 0.13% −0.00
VTI VG Morningstar TS MKT ETF-US Add +0.3% 0.06% −0.00
V Visa Inc. Class A Add +0.2% 0.10% −0.00
JPM JPMorgan Chase & Co. Add +0.2% 0.10% −0.00
VZ Verizon Communications Inc. Add +10.2% 0.10% −0.00
VWO Vanguard Ftse Emerging Marke Add +1.9% 0.06% −0.00
VUG Vanguard Mrngstar GR ETF-Sui Add +0.1% 0.09% −0.00
RWO State Street SPDR Dow Jones Add +4.0% 0.13% −0.00
AMLP Alerian MLP ETF Add +0.0% 0.07% −0.00
TSLA Tesla Inc. Add +0.4% 0.15% −0.00
T AT&T Inc. Add +13.4% 0.09% −0.00
PM Philip Morris International Add +0.3% 0.09% −0.00
MCD McDonald's Corp. Add +0.4% 0.17% −0.00
WM Waste Management Inc. Add +0.3% 0.12% −0.00
VGT Vanguard Info Tech ETF Add +0.1% 0.21% −0.00
BRK.B Berkshire Hathaway Inc. Class B Add +2.3% 0.47% −0.01
NVDA Nvidia Corp. Add +2.0% 0.58% −0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 91$435.0MIWB, AAPL, IEMG, VB, USRT
Q1 2026 89$379.0MIWB, AAPL, IEMG, VB, USRT
Q4 2025 85$389.0MIWB, AAPL, IEMG, VB, USRT
Q3 2025 83$376.3MIWB, AAPL, IEMG, VB, USRT
Q2 2025 80$339.9MIWB, AAPL, IEMG, VB, USRT
Q1 2025 80$337.2MIWB, AAPL, IEMG, VB, USRT
Q4 2024 80$337.8MIWB, AAPL, VB, IEMG, IWV
Q3 2024 82$335.5MIWB, AAPL, IEMG, VB, IWV
Q2 2024 80$310.3MIWB, AAPL, IEMG, VB, IWV
Q1 2024 80$297.7MIWB, AAPL, IJR, IEMG, IWV