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MPS Loria Financial Planners, LLC
Period ended Sep 30, 2026 · Latest filing Oct 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $527,075,231
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- ISHARES TR · RUS 1000 ETF · 464287622 · shares: $146,281,456
- APPLE INC · COM · 037833100 · shares: $90,881,420
- ISHARES TR · CORE MSCI EAFE · 46432F842 · shares: $77,134,307
- ISHARES INC · CORE MSCI EMKT · 46434G103 · shares: $52,465,926
- VANGUARD INDEX FDS · SMALL CP ETF · 922908751 · shares: $46,065,406
- ISHARES TR · CRE U S REIT ETF · 464288521 · shares: $17,225,091
- SCHWAB STRATEGIC TR · US TIPS ETF · 808524870 · shares: $8,491,077
- ISHARES TR · RUSSELL 3000 ETF · 464287689 · shares: $6,885,833
- ISHARES TR · CORE US AGGBD ET · 464287226 · shares: $5,373,722
- ISHARES TR · MSCI EAFE ETF · 464287465 · shares: $4,324,907
Reported holdings
93 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| ISHARES TR | RUS 1000 ETF | 464287622 | — | 350,778 shares | $145,969,358 |
| APPLE INC | COM | 037833100 | — | 272,901 shares | $90,881,420 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 | — | 794,170 shares | $76,939,190 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 | — | 645,261 shares | $52,369,413 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | — | 161,577 shares | $45,966,961 |
| ISHARES TR | CRE U S REIT ETF | 464288521 | — | 278,923 shares | $17,176,049 |
| SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 | — | 335,925 shares | $8,441,807 |
| ISHARES TR | RUSSELL 3000 ETF | 464287689 | — | 15,952 shares | $6,885,833 |
| ISHARES TR | CORE US AGGBD ET | 464287226 | — | 56,841 shares | $5,373,722 |
| ISHARES TR | MSCI EAFE ETF | 464287465 | — | 41,630 shares | $4,324,907 |
| ABBVIE INC | COM | 00287Y109 | — | 16,160 shares | $4,227,265 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 15,375 shares | $3,511,684 |
| MICROSOFT CORP | COM | 594918104 | — | 6,763 shares | $3,468,828 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 4,462 shares | $3,403,163 |
| PROGRESSIVE CORP | COM | 743315103 | — | 14,077 shares | $2,918,303 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 7,664 shares | $2,813,140 |
| CHEVRON CORPORATION | COM | 166764100 | — | 12,790 shares | $2,611,754 |
| MCKESSON CORP | COM | 58155Q103 | — | 2,841 shares | $2,425,673 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 4,500 shares | $2,240,775 |
| AMAZON COM INC | COM | 023135106 | — | 8,541 shares | $2,127,991 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 5,858 shares | $1,996,007 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 2,589 shares | $1,915,148 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 6,526 shares | $1,727,686 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 4,824 shares | $1,659,774 |
| VANECK ETF TRUST | SEMICONDUCTR ETF | 92189F676 | — | 2,612 shares | $1,590,469 |
| ABBOTT LABORATORIES | COM | 002824100 | — | 16,034 shares | $1,584,674 |
| ISHARES TR | CORE 60 BALA ETF | 464289867 | — | 21,191 shares | $1,452,003 |
| SPDR SERIES TRUST | ST STR SP DIV | 78464A763 | — | 9,017 shares | $1,320,861 |
| ISHARES TR | CORE 80 20 ETF | 464289859 | — | 12,449 shares | $1,210,917 |
| DANAHER CORP DEL | COM | 235851102 | — | 5,243 shares | $1,161,587 |
| VANGUARD WORLD FD | INF TECH ETF | 92204A702 | — | 8,897 shares | $1,118,035 |
| CISCO SYS INC | COM | 17275R102 | — | 8,405 shares | $904,594 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | — | 1,288 shares | $902,494 |
| ELI LILLY & CO | COM | 532457108 | — | 722 shares | $835,113 |
| GE AEROSPACE | COM NEW | 369604301 | — | 2,484 shares | $775,869 |
| WHITE MTNS INS GROUP LTD | COM | G9618E107 | — | 383 shares | $768,486 |
| SPDR INDEX SHS FDS | ST DOW GLOBA ETF | 78463X749 | — | 16,142 shares | $749,010 |
| FIRST BUSEY CORP | COM NEW | 319383204 | — | 25,018 shares | $728,785 |
| BROADCOM INC | COM | 11135F101 | — | 1,892 shares | $664,514 |
| SHERWIN WILLIAMS CO | COM | 824348106 | — | 1,972 shares | $637,490 |
| HOME DEPOT INC | COM | 437076102 | — | 2,229 shares | $634,080 |
| CATERPILLAR INC | COM | 149123101 | — | 777 shares | $630,127 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | — | 2,650 shares | $618,377 |
| GE VERNOVA INC | COM | 36828A101 | — | 642 shares | $610,255 |
| MCDONALDS CORP | COM | 580135101 | — | 2,568 shares | $593,059 |
| ISHARES TR | CORE 40 MODE ETF | 464289875 | — | 11,989 shares | $584,356 |
| DISNEY WALT CO | COM | 254687106 | — | 5,550 shares | $582,151 |
| META PLATFORMS INC | CL A | 30303M102 | — | 740 shares | $536,862 |
| WEC ENERGY GROUP INC | COM | 92939U106 | — | 4,954 shares | $499,295 |
| BROWN FORMAN CORP | CL B | 115637209 | — | 18,590 shares | $487,065 |
| WALMART INC | COM | 931142103 | — | 4,599 shares | $477,882 |
| TAKEDA PHARMACEUTICAL CO LTD | SPONSORED ADS | 874060205 | — | 25,704 shares | $467,549 |
| TESLA INC | COM | 88160R101 | — | 1,311 shares | $465,156 |
| ISHARES TR | ISHARES SEMICDTR | 464287523 | — | 806 shares | $458,559 |
| PROCTER & GAMBLE CO | COM | 742718109 | — | 3,062 shares | $444,836 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 | — | 9,477 shares | $434,705 |
| LOEWS CORP | COM | 540424108 | — | 4,019 shares | $419,705 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 1,268 shares | $419,388 |
| VISA INC | COM CL A | 92826C839 | — | 1,156 shares | $415,362 |
| NETFLIX INC. | COM | 64110L106 | — | 5,910 shares | $411,218 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | — | 1,862 shares | $409,522 |
| NEXTERA ENERGY INC | COM | 65339F101 | — | 5,375 shares | $407,079 |
| HUBBELL INC | COM | 443510607 | — | 880 shares | $399,127 |
| PHILIP MORRIS INTL INC | COM | 718172109 | — | 2,080 shares | $396,902 |
| WASTE MGMT INC DEL | COM | 94106L109 | — | 1,822 shares | $371,479 |
| VANGUARD INDEX FDS | GROWTH ETF | 922908736 | — | 4,106 shares | $370,002 |
| SPDR SERIES TRUST | ST BLOO HIGH ETF | 78468R622 | — | 3,986 shares | $369,719 |
| VANGUARD INDEX FDS | VALUE ETF | 922908744 | — | 1,664 shares | $359,458 |
| SELECT SECTOR SPDR TR | ST STR DISCR ETF | 81369Y407 | — | 2,967 shares | $322,914 |
| COCA COLA CO | COM | 191216100 | — | 3,708 shares | $319,250 |
| ALPS ETF TR | ALERIAN MLP | 00162Q452 | — | 6,152 shares | $319,085 |
| ISHARES TR | RUS 1000 ETF | 464287622 | — | 750 shares | $312,098 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 | — | 509 shares | $311,386 |
| GENERAL DYNAMICS CORP | COM | 369550108 | — | 933 shares | $309,622 |
| ORACLE CORP | COM | 68389X105 | — | 2,214 shares | $303,916 |
| MORGAN STANLEY | COM NEW | 617446448 | — | 1,535 shares | $288,650 |
| MONDELEZ INTL INC | CL A | 609207105 | — | 4,983 shares | $288,440 |
| AON PLC | SHS CL A | G0403H108 | — | 1,030 shares | $285,074 |
| MERCK & CO INC | COM | 58933Y105 | — | 1,956 shares | $284,268 |
| AT&T INC | COM | 00206R102 | — | 11,273 shares | $275,072 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 568 shares | $259,116 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 922908769 | — | 686 shares | $256,576 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 | — | 5,241 shares | $248,109 |
| GREENLAND ENERGY CO | SHS | 70580B106 | — | 48,104 shares | $246,774 |
| CONSTELLATION ENERGY CORP | COM | 21037T109 | — | 969 shares | $246,080 |
| EXELON CORP | COM | 30161N101 | — | 6,040 shares | $244,008 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | — | 3,581 shares | $212,365 |
| SOUTHERN CO | COM | 842587107 | — | 2,413 shares | $200,014 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 | — | 2,014 shares | $195,117 |
| VANGUARD INDEX FDS | SMALL CP ETF | 922908751 | — | 346 shares | $98,445 |
| ISHARES INC | CORE MSCI EMKT | 46434G103 | — | 1,189 shares | $96,513 |
| SCHWAB STRATEGIC TR | US TIPS ETF | 808524870 | — | 1,961 shares | $49,270 |
| ISHARES TR | CRE U S REIT ETF | 464288521 | — | 796 shares | $49,042 |