MPS Loria Financial Planners, LLC
โขCIK: 1716180โขFiling: Q4 2025
**MPS Loria Financial Planners, LLC** manages $389M across 85 positions, exhibiting a diversified mandate with significant allocations to broad market and sector ETFs. The portfolio is notably anchored by a substantial $124.6M position in IWB, followed by $76.7M in AAPL and $45.5M in IEMG. Further diversification is evident with core holdings including $39.2M in VB and $11.1M in SCHP. This structure suggests a focus on established market leaders and broad asset class exposure.
Total AUM
$389.0M
QoQ Performance
+3.4%
Positions
71
Top 10 Concentration
84.1%
Latest Filing
Q4 2025
Top Holdings Allocation
IWB
AAPL
IEMG
VB
IWB32.0%
AAPL19.7%
IEMG11.7%
VB10.1%
USRT3.7%
SCHP2.9%
IWV1.3%
AGG1.0%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other69.6%
Technology23.1%
Healthcare2.7%
Consumer1.2%
ETF1.0%
Energy0.7%
Financial0.5%
Communication0.4%
๐ช Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW5 new positions
โ56 increased
โ13 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022