ETF Holders

Investment Research Partners LLC ETF holdings

Lemont, PA

Reported $109.1M in 54 ETFs in its Form 13F for June 30, 2026.

ETF value
$109.1M
ETFs held
54
Change from prior quarter
+5.4%
With price moves
ETFs as a share of its 13F
36.9%
of $295.5M

Top 10 of 54 ETF holdings

TickerFundValueSharesChange
AGGiShares Core U.S. Aggregate Bond ETF$10.3M104,143+7,310 shares
IVViShares Core S&P 500 ETF$9.7M12,901−83 shares
PTLInspire 500 ETF$8.6M30,037+88 shares
SUBiShares Short-Term National Muni Bond ETF$7.7M72,397−18,097 shares
BCIabrdn Bloomberg All Commodity Strategy K-1 Free ETF$7.6M338,083+5,853 shares
IGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$6.5M121,847New position
ACWXiShares MSCI ACWI ex U.S. ETF$6.1M80,389+3,534 shares
MUBiShares National Muni Bond ETF$4.2M39,159+3,787 shares
RSPInvesco S&P 500 Equal Weight ETF$4.1M19,213+756 shares
OAIMOneAscent International Equity ETF$3.5M73,058−744 shares
44 more ETF positions

The full list comes with the Advisors and Institutions package.

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From SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002069274. Filings on SEC EDGAR.

Frequently asked questions

What ETFs does Investment Research Partners LLC own?

Investment Research Partners LLC reported 54 ETF positions worth $109.1M in its Form 13F for June 30, 2026. The largest was AGG, at $10.3M.

Where does this data come from?

From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.

How current is it?

13F filings are due 45 days after each quarter ends. The next set is due around mid-November.