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
Other69.8%
Technology23.1%
Healthcare2.7%
Consumer1.2%
ETF1.0%
Financial0.9%
Communication0.4%
Industrial0.3%
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 2023