account_balance

Investment manager · 13F filer · SEC CIK 1716180

MPS Loria Financial Planners, LLC

Reported value$527Mas of Sep 30, 2026
Positions87 2 new, 6 sold out
Top 10 weight86.3%IWB alone is 28%
FiledOct 1414 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

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
IWB iShares Tr 27.8% Held
AAPL Apple Inc. 17.2% Held
IEFA iShares Tr 14.6% New
IEMG iShares Inc 10.0% Added +2%
VB Vanguard Index FDS 8.7% Added +2%
USRT iShares Tr 3.3% Held
SCHP Schwab Strategic Tr 1.6% Held
IWV iShares Tr 1.3% Added +22%
AGG iShares Tr 1.0% Added +33%
EFA iShares Tr 0.8% Added +23%
ABBV AbbVie Inc. 0.8% HeldNVDA NVIDIA Corp 0.7% Added +4%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 14, 2026, compared with the Jul 30, 2026 filing
add_circleNew
  • IEFA $77.1M
  • IBIT $248K
arrow_upwardAdded
  • AGG +33%
  • EFA +23%
  • IWV +22%
  • AOA +12%
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist