account_balance
Investment manager · 13F filer · SEC CIK 1050068
Investment Partners, Ltd.
Reported value$648Mas of Sep 30, 2026
Positions231 64 new, 0 sold out
Top 10 weight34.0%VEA alone is 6%
FiledOct 2929 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VEAVanguard Tax-Managed FDS
6.2%Added +96%
IWFiShares Tr
5.0%Added +87%
IWDiShares Tr
4.0%Added +83%
NVDANVIDIA Corp
3.2%Added +95%
VWOVanguard Intl Equity Index F
3.0%Added +104%
AAPLApple Inc.
2.9%Added +62%
BSVVanguard Bd Index FDS
2.5%Added +109%
IVWiShares Tr
2.5%Added +110%
MSFTMicrosoft Corp
2.4%Added +52%
IGSBiShares Tr
2.2%Added +106%
VIGVanguard Specialized Funds
2.1%+103%
IEFAiShares Tr
1.9%
VEAVanguard Tax-Managed FDS
6.2%Added +96%
IWFiShares Tr
5.0%Added +87%
IWDiShares Tr
4.0%+83%
NVDANVIDIA Corp
3.2%+95%
VWOVanguard Intl Equity Index F
3.0%+104%
AAPLApple Inc.
2.9%
BSVVanguard Bd Index FDS
2.5%
IVWiShares Tr
2.5%
MSFTMicrosoft Corp
2.4%
IGSB2.2%
VIG2.1%
IEFA
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VEA Vanguard Tax-Managed FDS 6.2% Added +96%
IWF iShares Tr 5.0% Added +87%
IWD iShares Tr 4.0% Added +83%
NVDA NVIDIA Corp 3.2% Added +95%VWO Vanguard Intl Equity Index F 3.0% Added +104%
AAPL Apple Inc. 2.9% Added +62%BSV Vanguard Bd Index FDS 2.5% Added +109%
IVW iShares Tr 2.5% Added +110%
MSFT Microsoft Corp 2.4% Added +52%IGSB iShares Tr 2.2% Added +106%
VIG Vanguard Specialized Funds 2.1% Added +103%
IEFA iShares Tr 1.9% Added +112%
What changed
Biggest moves since Jun 30, 2026
Free weekly email
Each week's biggest real insider buys, cluster buys and fund moves, every one dated. One email a week. Unsubscribe in one click.