INVESTMENT PARTNERS, LTD. — 13F holdings

INVESTMENT PARTNERS, LTD. reported 167 holdings worth $320M in its 13F filing for Q2 2026, filed August 4, 2026.

Largest positions

  1. VEA VANGUARD TAX-MANAGED FDS — $20.8M (6.5%)
  2. IWF ISHARES TR — $17.2M (5.4%)
  3. IWD ISHARES TR — $13.8M (4.3%)
  4. AAPL APPLE INC — $10.3M (3.2%)
  5. VWO VANGUARD INTL EQUITY INDEX F — $9.57M (3.0%)
  6. NVDA NVIDIA CORPORATION — $9.28M (2.9%)
  7. BSV VANGUARD BD INDEX FDS — $8.04M (2.5%)
  8. IVW ISHARES TR — $7.58M (2.4%)
  9. MSFT MICROSOFT CORP — $7.39M (2.3%)
  10. IGSB ISHARES TR — $7.12M (2.2%)