INVESTMENT PARTNERS, LTD.

Est. AUM

$280.5M

13F long equity, this entity only

Positions

151

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$17.8M	277622	6.34%	SOLE
2	ISHARES TR	RUS 1000 GRW ETF	$14.8M	34714	5.28%	SOLE
3	ISHARES TR	RUS 1000 VAL ETF	$12.1M	56778	4.32%	SOLE
4	APPLE INC	COM	$9.0M	35289	3.19%	SOLE
5	VANGUARD INTL EQUITY INDEX F	FTSE EMR MKT ETF	$8.4M	155045	2.99%	SOLE
6	NVIDIA CORPORATION	COM	$8.1M	46256	2.88%	SOLE
7	MICROSOFT CORP	COM	$7.5M	20221	2.67%	SOLE
8	VANGUARD BD INDEX FDS	SHORT TRM BOND	$7.2M	92321	2.58%	SOLE
9	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$6.5M	30419	2.33%	SOLE
10	ISHARES TR	ISHS 1-5YR INVS	$6.3M	119733	2.24%	SOLE
11	ISHARES TR	S&P 500 GRWT ETF	$6.2M	55002	2.22%	SOLE
12	ISHARES TR	RUS MD CP GR ETF	$5.5M	43092	1.97%	SOLE
13	ISHARES TR	CORE MSCI EAFE	$5.5M	60903	1.97%	SOLE
14	ISHARES TR	RUS MDCP VAL ETF	$5.5M	37647	1.96%	SOLE
15	ELI LILLY & CO	COM	$5.3M	5760	1.89%	SOLE
16	ISHARES TR	S&P 500 VAL ETF	$5.2M	24392	1.84%	SOLE
17	JPMORGAN CHASE & CO	COM	$5.1M	17286	1.81%	SOLE
18	ISHARES TR	0-5YR HI YL CP	$4.9M	115384	1.74%	SOLE
19	ISHARES TR	MSCI EAFE ETF	$4.0M	41681	1.44%	SOLE
20	SELECT SECTOR SPDR TR	STATE STREET UTI	$3.6M	78293	1.28%	SOLE
21	ISHARES TR	CORE INTL AGGR	$3.4M	67040	1.20%	SOLE
22	ISHARES TR	CORE S&P500 ETF	$3.3M	5013	1.17%	SOLE
23	ISHARES TR	RUS 2000 VAL ETF	$3.3M	17194	1.16%	SOLE
24	ISHARES SILVER TR	ISHARES	$3.0M	43635	1.06%	SOLE
25	ISHARES TR	MSCI USA MIN VOL	$2.9M	31162	1.03%	SOLE
26	ISHARES TR	RUS 2000 GRW ETF	$2.7M	8658	0.97%	SOLE
27	VANGUARD INDEX FDS	MID CAP ETF	$2.7M	9279	0.95%	SOLE
28	EXXON MOBIL CORP	COM	$2.6M	15611	0.94%	SOLE
29	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$2.5M	5144	0.88%	SOLE
30	CATERPILLAR INC	COM	$2.4M	3436	0.87%	SOLE
31	ISHARES TR	NATIONAL MUN ETF	$2.4M	22707	0.86%	SOLE
32	AMERICAN ELEC PWR CO INC	COM	$2.4M	18044	0.84%	SOLE
33	WALMART INC	COM	$2.3M	18629	0.83%	SOLE
34	ALPHABET INC	CAP STK CL C	$2.3M	8014	0.82%	SOLE
35	SPDR SERIES TRUST	STATE STREET SPD	$2.3M	15509	0.81%	SOLE
36	ORACLE CORP	COM	$2.3M	15313	0.80%	SOLE
37	SPDR GOLD TR	GOLD SHS	$2.2M	5222	0.80%	SOLE
38	SPDR INDEX SHS FDS	STATE STREET SPD	$2.1M	45918	0.75%	SOLE
39	COSTCO WHOLESALE CORPORATION	COM	$2.1M	2090	0.74%	SOLE
40	INVESCO QQQ TR	UNIT SER 1	$1.9M	3367	0.69%	SOLE
41	ALPHABET INC	CAP STK CL A	$1.9M	6604	0.68%	SOLE
42	VANGUARD WHITEHALL FDS	INTL DVD ETF	$1.9M	21263	0.67%	SOLE
43	PRINCIPAL EXCHANGE TRADED FD	SPECTRUM PFD	$1.9M	99541	0.67%	SOLE
44	ISHARES TR	CORE S&P MCP ETF	$1.9M	27512	0.66%	SOLE
45	VANGUARD INDEX FDS	REAL ESTATE ETF	$1.8M	20468	0.65%	SOLE
46	VANGUARD INDEX FDS	SMALL CP ETF	$1.7M	6611	0.62%	SOLE
47	PEPSICO INC	COM	$1.7M	11074	0.61%	SOLE
48	MCDONALDS CORP	COM	$1.7M	5499	0.61%	SOLE
49	DBX ETF TR	XTRACK MSCI EAFE	$1.7M	52050	0.60%	SOLE
50	VANECK ETF TRUST	CEF MUNI INCOME	$1.7M	77375	0.59%	SOLE

1–50 of 151

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.