MPS Loria Financial Planners, LLC: summary

MPS Loria Financial Planners, LLC reported 87 positions with a reported value of $527.08M in its 13F for Q3 2026. Compared with Q2 2026: 2 new positions, 6 exited.

Top positions

• ISHARES RUSSELL 1000 ETF
• APPLE INC COM
• ISHARES CORE MSCI EAFE ETF
• ISHARES CORE MSCI EMERGING MARKETS ETF
• VANGUARD MORNINGSTAR SMALL-CAP ETF
• ISHARES TR
• SCHWAB US TIPS ETF
• ISHARES RUSSELL 3000 ETF
• ISHARES CORE U.S. AGGREGATE BOND ETF
• ISHARES MSCI EAFE ETF