Data as of Q4 2025 (Dec 31, 2025)

MPS Loria Financial Planners, LLC

โ€ขCIK: 1716180โ€ขFiling: 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%

๐Ÿ“ˆ Biggest Buys

CHV
CHEVRON CORP NEW
NEW
0.5% of portfolio
GE
GE AEROSPACE
NEW
0.2% of portfolio
VB
VANGUARD INDEX FDS
+1.6%
10.1% of portfolio
NFLX
NETFLIX INC
+900.0%
0.1% of portfolio
SCHP
SCHWAB STRATEGIC TR
+4.0%
2.9% of portfolio

๐Ÿ“‰ Biggest Sells

SHW
SHERWIN WILLIAMS CO
-54.4%
0.2% of portfolio
IEMG
ISHARES INC
-0.7%
11.7% of portfolio
IWB
ISHARES TR
-0.2%
32.0% of portfolio
PEO
EXELON CORP
-34.2%
0.1% of portfolio
AAPL
APPLE INC
-0.1%
19.7% of portfolio

Sector Breakdown

Other69.8%
Technology23.1%
Healthcare2.7%
Consumer1.2%
ETF1.0%
Financial0.9%
Communication0.4%
Industrial0.3%

๐Ÿšช Exited Positionssold since Q3 2025

IBIT
ISHARES BITCOIN TRUST ETF
SOLD
$267.3K
EFX
EQUIFAX INC
SOLD
$219.3K
ROP
ROPER TECHNOLOGIES INC
SOLD
$205.6K

Changes from Q3 2025

NEW5 new positions
โ†‘56 increased
โ†“13 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023