MPS Loria Financial Planners, LLC — 13F holdings

MPS Loria Financial Planners, LLC reported 93 holdings worth $527M in its 13F filing for Q3 2026, filed October 14, 2026.

Largest positions

1. IWB ISHARES TR — $146M (27.8%)
2. AAPL APPLE INC — $90.9M (17.2%)
3. IEFA ISHARES TR — $77.1M (14.6%)
4. IEMG ISHARES INC — $52.5M (10.0%)
5. VB VANGUARD INDEX FDS — $46.1M (8.7%)
6. USRT ISHARES TR — $17.2M (3.3%)
7. SCHP SCHWAB STRATEGIC TR — $8.49M (1.6%)
8. IWV ISHARES TR — $6.89M (1.3%)
9. AGG ISHARES TR — $5.37M (1.0%)
10. EFA ISHARES TR — $4.32M (0.8%)