MPS Loria Financial Planners, LLC

Est. AUM

$379.0M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES TR	RUS 1000 ETF	$121.3M	340124	32.00%	SOLE
2	APPLE INC	COM	$71.0M	279808	18.74%	SOLE
3	VANGUARD INDEX FDS	SMALL CP ETF	$40.3M	153968	10.64%	SOLE
4	ISHARES TR	CRE U S REIT ETF	$15.8M	266750	4.17%	SOLE
5	SCHWAB STRATEGIC TR	US TIPS ETF	$8.9M	334108	2.35%	SOLE
6	ISHARES TR	RUSSELL 3000 ETF	$4.8M	12897	1.26%	SOLE
7	ISHARES TR	CORE US AGGBD ET	$4.0M	40287	1.06%	SOLE
8	ABBVIE INC	COM	$3.5M	15980	0.92%	SOLE
9	ISHARES TR	MSCI EAFE ETF	$3.1M	31453	0.81%	SOLE
10	STATE STR SPDR S&P 500 ETF T	TR UNIT	$3.0M	4686	0.80%	SOLE
11	PROGRESSIVE CORP	COM	$2.8M	14077	0.74%	SOLE
12	MICROSOFT CORP	COM	$2.8M	7531	0.74%	SOLE
13	NVIDIA CORPORATION	COM	$2.7M	15218	0.70%	SOLE
14	CHEVRON CORPORATION	COM	$2.6M	12783	0.70%	SOLE
15	MCKESSON CORP	COM	$2.5M	2835	0.65%	SOLE
16	ALPHABET INC	CAP STK CL A	$2.4M	8401	0.64%	SOLE
17	UNITEDHEALTH GROUP INC	COM	$2.0M	7578	0.54%	SOLE
18	AMAZON COM INC	COM	$1.8M	8537	0.47%	SOLE
19	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.7M	3648	0.46%	SOLE
20	ABBOTT LABORATORIES	COM	$1.7M	16618	0.45%	SOLE
21	ALPHABET INC	CAP STK CL C	$1.7M	5853	0.44%	SOLE
22	INVESCO QQQ TR	UNIT SER 1	$1.6M	2822	0.43%	SOLE
23	JOHNSON & JOHNSON	COM	$1.6M	6506	0.42%	SOLE
24	ISHARES TR	CORE 60/40 BALAN	$1.4M	21100	0.36%	SOLE
25	SPDR SERIES TRUST	STATE STREET SPD	$1.3M	8943	0.34%	SOLE
26	VANECK ETF TRUST	SEMICONDUCTR ETF	$1.1M	2742	0.28%	SOLE
27	ISHARES TR	CORE 80/20 AGGRE	$953K	10772	0.25%	SOLE
28	FIRST BUSEY CORP	COM NEW	$940K	37190	0.25%	SOLE
29	EXXON MOBIL CORP	COM	$905K	5335	0.24%	SOLE
30	VANGUARD WORLD FD	INF TECH ETF	$774K	1110	0.20%	SOLE
31	HOME DEPOT INC	COM	$743K	2259	0.20%	SOLE
32	MCDONALDS CORP	COM	$673K	2167	0.18%	SOLE
33	GE AEROSPACE	COM NEW	$670K	2360	0.18%	SOLE
34	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$669K	3111	0.18%	SOLE
35	ELI LILLY & CO	COM	$665K	723	0.18%	SOLE
36	CISCO SYS INC	COM	$648K	8347	0.17%	SOLE
37	SHERWIN WILLIAMS CO	COM	$629K	1962	0.17%	SOLE
38	WEC ENERGY GROUP INC	COM	$607K	5245	0.16%	SOLE
39	WALMART INC	COM	$591K	4757	0.16%	SOLE
40	BROADCOM INC	COM	$572K	1847	0.15%	SOLE
41	CATERPILLAR INC	COM	$549K	774	0.14%	SOLE
42	SPDR INDEX SHS FDS	STATE STREET SPD	$539K	11785	0.14%	SOLE
43	GE VERNOVA INC	COM	$516K	591	0.14%	SOLE
44	NETFLIX INC.	COM	$515K	5360	0.14%	SOLE
45	ISHARES TR	CORE 40/60 MODER	$508K	10725	0.13%	SOLE
46	VERIZON COMMUNICATIONS INC	COM	$498K	9912	0.13%	SOLE
47	NEXTERA ENERGY INC	COM	$493K	5312	0.13%	SOLE
48	BROWN FORMAN CORP	CL B	$492K	18590	0.13%	SOLE
49	TESLA INC	COM	$491K	1322	0.13%	SOLE
50	VANGUARD INDEX FDS	S&P 500 ETF SHS	$491K	822	0.13%	SOLE

1–50 of 89

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