Institutional Fund
Investors Portfolio Services LLC
Puyallup, WACIK 20738332 filings on record
Portfolio Value
$107.89M
Q1 2026
Holdings
695
Reported positions
New Buys
356
Opened this quarter
QoQ Change
-2.8%
from $111.02M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr S&P 500 ETF Tr20.6%
- First Tr Exchng Traded Fd Vi15.6%
- Goldman Sachs ETF Tr8.8%
- First Tr Exchange Traded Fd7.1%
- Invesco Exchange Traded Fd T6.5%
- J P Morgan Exchange Traded F5.5%
- Other36.0%
Portfolio Holdings
695 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr S&P 500 ETF Tr | 34.0K | $22.20M | 20.6% | −7.2K | Reduced |
| 2 | First Tr Exchng Traded Fd Vi | 500.7K | $16.84M | 15.6% | +496.1K | Added |
| 3 | Goldman Sachs ETF Tr | 189.1K | $9.46M | 8.8% | −7.6K | Reduced |
| 4 | First Tr Exchange Traded Fd | 68.9K | $7.64M | 7.1% | −6.3K | Reduced |
| 5 | Invesco Exchange Traded Fd T | 67.5K | $6.98M | 6.5% | −10.4K | Reduced |
| 6 | J P Morgan Exchange Traded F | 78.7K | $5.96M | 5.5% | +7.2K | Added |
| 7 | Costco Whsl Corp New | 5.4K | $5.43M | 5.0% | +1.3K | Added |
| 8 | Select Sector Spdr Tr | 112.5K | $5.16M | 4.8% | −6.4K | Reduced |
| 9 | Mcdonalds Corp | 11.8K | $3.65M | 3.4% | +11.8K | Added |
| 10 | Ishares Tr | 31.6K | $2.74M | 2.5% | −195 | Reduced |
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