MPS Loria Financial Planners, LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 8, 2026), MPS Loria Financial Planners, LLC reported 89 stock positions worth $379.0 million. Its top holding was iShares Russell 1000 ETF (IWB) at 32.1% of the portfolio, followed by Apple (AAPL, 18.7%) and iShares Core MSCI Emerging (IEMG, 11.6%). Compared with Q4 2025, it opened 5 new positions, sold out of 1, added to 52 and reduced 22. The biggest buy was Vanguard Most SM-Cap ETF-Usd (VB, shares +2%) and the biggest sale Apple (AAPL, shares −1%).

Most Recent 13F
Q2 2026
Location
Burr Ridge, IL
CIK
0001716180
Portfolio Value
$379.0M (Q1 2026)
SEC Filing
0001172661-26-001631 ↗ filed May 8, 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 Q4 2025 Q1 2026: $379.0M $379.0M Q1 2026 Q2 2026: $435.0M Q2 2026

Holdings 89 stocks · $379.0M
IWB iShares Russell 1000 ETF 32.07% 340,935 $121.6M Add +2.2%
AAPL Apple Inc. 18.74% 279,808 $71.0M Reduce -0.8%
IEMG iShares Core MSCI Emerging 11.59% 629,977 $43.9M Reduce -6.9%
VB Vanguard Most SM-Cap ETF-Usd 10.67% 154,343 $40.4M Add +1.6%
USRT iShares Core US REIT ETF 4.18% 267,536 $15.8M Add +6.7%
SCHP Schwab U.S. Tips ETF 2.36% 336,363 $9.0M Reduce -20.0%
IWV iShares Russell 3000 ETF 1.26% 12,897 $4.8M Add +1.4%
AGG iShares Core U.S. Aggregate 1.06% 40,287 $4.0M Add +7.0%
ABBV Abbvie Inc. 0.92% 15,980 $3.5M Add +0.7%
EFA iShares MSCI Eafe ETF 0.81% 31,453 $3.1M Reduce -5.4%
SPY SS SPDR S&P 500 ETF Trust-US 0.80% 4,686 $3.0M Reduce -0.5%
PGR Progressive Corp. 0.74% 14,077 $2.8M Reduce -12.4%
MSFT Microsoft Corp. 0.74% 7,531 $2.8M Add +0.8%
NVDA Nvidia Corp. 0.70% 15,218 $2.7M Add +26.6%
CVX Chevron Corp. 0.70% 12,783 $2.6M Add +0.0%
MCK McKesson Corp. 0.65% 2,835 $2.5M Add +0.1%
GOOGL Alphabet Inc. Class A 0.64% 8,401 $2.4M Reduce -0.0%
UNH Unitedhealth Group Inc. 0.54% 7,578 $2.1M Add +0.6%
AMZN Amazon.com Inc. 0.47% 8,537 $1.8M Add +1.6%
BRK.B Berkshire Hathaway Inc. Class B 0.46% 3,648 $1.7M No change
ABT Abbott Laboratories 0.45% 16,618 $1.7M Add +0.5%
GOOG Alphabet Inc. Class C 0.44% 5,853 $1.7M Add +0.1%
QQQ Invesco QQQ Trust Series 1 0.43% 2,822 $1.6M Reduce -0.9%
JNJ Johnson & Johnson 0.42% 6,506 $1.6M Reduce -0.3%
AOR iShares Core 60/40 Balanced 0.36% 21,100 $1.4M Add +11.9%
SDY SS SPDR S&P Dividend ETF 0.34% 8,943 $1.3M Reduce -2.9%
SMH Vaneck Semiconductor ETF 0.28% 2,742 $1.1M No change
AOA iShares Core 80/20 Aggressiv 0.25% 10,772 $953K Add +15.7%
BUSE First Busey Corp. 0.25% 37,190 $940K Add +1.1%
XOM Exxon Mobil Corp. 0.24% 5,335 $905K Add +0.6%
VGT Vanguard Info Tech ETF 0.20% 1,110 $774K Add +0.2%
HD Home Depot Inc. 0.20% 2,259 $743K Add +0.1%
MCD McDonald's Corp. 0.18% 2,167 $673K Add +0.4%
GE General Electric filed as GE AEROSPACE 0.18% 2,360 $670K Reduce -1.9%
VIG Vanguard Dividend Apprec ETF 0.18% 3,111 $669K Add +0.6%
LLY Eli Lilly & Co. 0.18% 723 $665K Add +0.1%
CSCO Cisco Systems Inc. 0.17% 8,347 $648K Add +0.5%
SHW The Sherwin-Williams Co. 0.17% 1,962 $629K Add +0.3%
WEC WEC Energy Group Inc. 0.16% 5,245 $607K Reduce -1.5%
WMT Walmart Inc. 0.16% 4,757 $591K Add +0.1%
AVGO Broadcom Inc. 0.15% 1,847 $572K Reduce -2.3%
CAT Caterpillar Inc. 0.14% 774 $549K Add +0.1%
RWO State Street SPDR Dow Jones 0.14% 11,785 $539K Add +2.2%
GEV GE Vernova Inc. 0.14% 591 $516K Reduce -1.0%
NFLX Netflix Inc. 0.14% 5,360 $515K No change
AOM iShares Core 40/60 Moderate 0.13% 10,725 $508K Add +1.7%
VZ Verizon Communications Inc. 0.13% 9,912 $498K Add +2.4%
NEE Nextera Energy Inc. 0.13% 5,312 $493K Add +0.5%
BF.B Brown-Forman Corp. Class B 0.13% 18,590 $492K Reduce -1.5%
TSLA Tesla Inc. 0.13% 1,322 $491K Reduce -0.6%
VOO Vanguard S&P 500 ETF 0.13% 822 $491K Add +0.4%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.13% 5,043 $486K Reduce -8.5%
WM Waste Management Inc. 0.13% 2,112 $485K Add +0.3%
TAK Takeda Pharmaceutic-SP ADR 0.13% 25,746 $477K New
GLW Corning Inc. 0.12% 3,333 $453K Add +0.2%
META Meta Platforms Inc. Class A 0.12% 776 $444K Add +0.1%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.12% 1,810 $439K Add +0.4%
COST Costco Wholesale Corp. 0.11% 425 $423K Add +9.3%
PG The Procter & Gamble Co. 0.11% 2,873 $415K Reduce -14.8%
T AT&T Inc. 0.10% 13,601 $394K Add +0.2%
HUBB Hubbell Inc. 0.10% 780 $383K No change
JPM JPMorgan Chase & Co. 0.10% 1,264 $372K Add +0.2%
PM Philip Morris International 0.10% 2,229 $369K Add +0.5%
V Visa Inc. Class A 0.09% 1,153 $348K No change
AON Aon PLC Class A 0.09% 1,030 $332K No change
ORCL Oracle Corp. 0.09% 2,202 $324K Add +0.2%
XLY SS Consumer Disc Select Sect 0.09% 2,958 $322K Add +0.1%
GD General Dynamics Corp. 0.08% 933 $320K No change
EXC Exelon Corp. 0.08% 6,337 $311K Add +0.2%
VTV Vanguard Mrngstr Val ETF-Aui 0.08% 1,580 $310K Reduce -0.6%
AMLP Alerian MLP ETF 0.08% 5,756 $303K Add +0.1%
VUG Vanguard Mrngstar GR ETF-Sui 0.08% 681 $297K Reduce -1.0%
MDLZ Mondelez International Inc. Class A 0.08% 5,097 $294K Add +0.7%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.07% 1,735 $277K No change
F Ford Motor Co. filed as FORD MTR CO 0.07% 23,793 $275K Add +0.8%
CEG Constellation Energy 0.07% 966 $270K Add +0.1%
AMAT Applied Materials Inc. 0.07% 786 $269K No change
JNK SS SPDR BB High Yield Bond 0.07% 2,783 $266K Reduce -0.7%
KO The Coca-Cola Co. 0.07% 3,424 $261K Add +0.0%
MS Morgan Stanley 0.07% 1,524 $251K Add +0.4%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.07% 5,111 $249K Add +0.4%
MRK Merck & Co. Inc. 0.06% 1,938 $233K Add +0.5%
SO The Southern Co. 0.06% 2,374 $229K No change
VTI VG Morningstar TS MKT ETF-US 0.06% 683 $219K Reduce -1.4%
AZN Astrazeneca PLC 0.06% 1,080 $213K New
COP Conocophillips 0.06% 1,596 $211K New
VT Vanguard Tot World STK ETF 0.06% 1,510 $209K Add +0.3%
SOXX iShares Semiconductor ETF 0.05% 628 $206K New
IBIT iShares Bitcoin Trust ETF 0.05% 5,241 $201K New

Portfolio Sells Q4 2025 → Q1 2026
AAPL Apple Inc. Reduce -0.8% 18.74% −0.97
SCHP Schwab U.S. Tips ETF Reduce -20.0% 2.36% −0.50
PGR Progressive Corp. Reduce -12.4% 0.74% −0.20
IEMG iShares Core MSCI Emerging Reduce -6.9% 11.59% −0.09
VWO Vanguard Ftse Emerging Marke Sold out 0.00% −0.06
GOOGL Alphabet Inc. Class A Reduce -0.0% 0.64% −0.04
DIS The Walt Disney Co. Reduce -8.5% 0.13% −0.03
TSLA Tesla Inc. Reduce -0.6% 0.13% −0.02
SPY SS SPDR S&P 500 ETF Trust-US Reduce -0.5% 0.80% −0.02
QQQ Invesco QQQ Trust Series 1 Reduce -0.9% 0.43% −0.02
AVGO Broadcom Inc. Reduce -2.3% 0.15% −0.02
EFA iShares MSCI Eafe ETF Reduce -5.4% 0.81% −0.01
PG The Procter & Gamble Co. Reduce -14.8% 0.11% −0.01
GE General Electric Reduce -1.9% 0.18% −0.01
VUG Vanguard Mrngstar GR ETF-Sui Reduce -1.0% 0.08% −0.01
VTI VG Morningstar TS MKT ETF-US Reduce -1.4% 0.06% −0.00
JNK SS SPDR BB High Yield Bond Reduce -0.7% 0.07% +0.00
BF.B Brown-Forman Corp. Class B Reduce -1.5% 0.13% +0.00
VTV Vanguard Mrngstr Val ETF-Aui Reduce -0.6% 0.08% +0.00
SDY SS SPDR S&P Dividend ETF Reduce -2.9% 0.34% +0.01
WEC WEC Energy Group Inc. Reduce -1.5% 0.16% +0.02
GEV GE Vernova Inc. Reduce -1.0% 0.14% +0.04
JNJ Johnson & Johnson Reduce -0.3% 0.42% +0.07

Portfolio Buys Q4 2025 → Q1 2026
VB Vanguard Most SM-Cap ETF-Usd Add +1.6% 10.67% +0.60
USRT iShares Core US REIT ETF Add +6.7% 4.18% +0.51
CVX Chevron Corp. Add +0.0% 0.70% +0.20
TAK Takeda Pharmaceutic-SP ADR New 0.13% +0.13
NVDA Nvidia Corp. Add +26.6% 0.70% +0.12
AGG iShares Core U.S. Aggregate Add +7.0% 1.06% +0.09
XOM Exxon Mobil Corp. Add +0.6% 0.24% +0.07
IWB iShares Russell 1000 ETF Add +2.2% 32.07% +0.06
AZN Astrazeneca PLC New 0.06% +0.06
COP Conocophillips New 0.06% +0.06
SOXX iShares Semiconductor ETF New 0.05% +0.05
IBIT iShares Bitcoin Trust ETF New 0.05% +0.05
MCK McKesson Corp. Add +0.1% 0.65% +0.05
GLW Corning Inc. Add +0.2% 0.12% +0.04
AOR iShares Core 60/40 Balanced Add +11.9% 0.36% +0.04
AOA iShares Core 80/20 Aggressiv Add +15.7% 0.25% +0.04
CAT Caterpillar Inc. Add +0.1% 0.14% +0.03
VZ Verizon Communications Inc. Add +2.4% 0.13% +0.03
COST Costco Wholesale Corp. Add +9.3% 0.11% +0.03
BUSE First Busey Corp. Add +1.1% 0.25% +0.02
NEE Nextera Energy Inc. Add +0.5% 0.13% +0.02
WMT Walmart Inc. Add +0.1% 0.16% +0.02
T AT&T Inc. Add +0.2% 0.10% +0.02
EXC Exelon Corp. Add +0.2% 0.08% +0.01
AMLP Alerian MLP ETF Add +0.1% 0.08% +0.01
MRK Merck & Co. Inc. Add +0.5% 0.06% +0.01
WM Waste Management Inc. Add +0.3% 0.13% +0.01
RWO State Street SPDR Dow Jones Add +2.2% 0.14% +0.01
MCD McDonald's Corp. Add +0.4% 0.18% +0.01
MDLZ Mondelez International Inc. Class A Add +0.7% 0.08% +0.01
KO The Coca-Cola Co. Add +0.0% 0.07% +0.01
CSCO Cisco Systems Inc. Add +0.5% 0.17% +0.01
PM Philip Morris International Add +0.5% 0.10% +0.01
AOM iShares Core 40/60 Moderate Add +1.7% 0.13% +0.00
SHW The Sherwin-Williams Co. Add +0.3% 0.17% +0.00
VIG Vanguard Dividend Apprec ETF Add +0.6% 0.18% +0.00
VT Vanguard Tot World STK ETF Add +0.3% 0.06% +0.00
VOO Vanguard S&P 500 ETF Add +0.4% 0.13% −0.00
MS Morgan Stanley Add +0.4% 0.07% −0.00
IWV iShares Russell 3000 ETF Add +1.4% 1.26% −0.00
HD Home Depot Inc. Add +0.1% 0.20% −0.00
XLY SS Consumer Disc Select Sect Add +0.1% 0.09% −0.01
BAC Bank of America Corp. Add +0.4% 0.07% −0.01
JPM JPMorgan Chase & Co. Add +0.2% 0.10% −0.01
F Ford Motor Co. Add +0.8% 0.07% −0.01
VGT Vanguard Info Tech ETF Add +0.2% 0.20% −0.01
META Meta Platforms Inc. Class A Add +0.1% 0.12% −0.01
ABBV Abbvie Inc. Add +0.7% 0.92% −0.02
CEG Constellation Energy Add +0.1% 0.07% −0.02
IBM Intl Business Machines Corp. Add +0.4% 0.12% −0.02

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