Institutional Fund
Mps Loria Financial Planners, LLC
Burr Ridge, ILCIK 17161805 filings on record
Portfolio Value
$379.00M
Q1 2026
Holdings
89
Reported positions
New Buys
5
Opened this quarter
QoQ Change
-2.6%
from $389.04M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr32.1%
- Apple Inc18.7%
- Ishares Inc11.6%
- Vanguard Index Fds10.7%
- Ishares Tr4.2%
- Schwab Strategic Tr2.4%
- Other20.4%
Portfolio Holdings
89 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 340.9K | $121.56M | 32.1% | +7.4K | Added |
| 2 | Apple Inc | 279.8K | $71.01M | 18.7% | −2.2K | Reduced |
| 3 | Ishares Inc | 630.0K | $43.94M | 11.6% | −46.4K | Reduced |
| 4 | Vanguard Index Fds | 154.3K | $40.43M | 10.7% | +2.5K | Added |
| 5 | Ishares Tr | 267.5K | $15.84M | 4.2% | +16.9K | Added |
| 6 | Schwab Strategic Tr | 336.4K | $8.95M | 2.4% | −84.0K | Reduced |
| 7 | Ishares Tr | 12.9K | $4.78M | 1.3% | +178 | Added |
| 8 | Ishares Tr | 40.3K | $4.00M | 1.1% | +2.6K | Added |
| 9 | Abbvie Inc | 16.0K | $3.48M | 0.9% | +109 | Added |
| 10 | Ishares Tr | 31.5K | $3.06M | 0.8% | −1.8K | Reduced |
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