MPS Loria Financial Planners, LLC ETF holdings
Burr Ridge, IL
Reported $300.5M in 28 ETFs in its Form 13F for June 30, 2026.
ETF value
$300.5M
ETFs held
28
Change from prior quarter
+16.8%
With price moves
ETFs as a share of its 13F
69.1%
of $435.0M
Top 10 of 28 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| IWB | iShares Russell 1000 ETF | $142.3M | 347,484 | +6,549 shares |
| IEMG | iShares Core MSCI Emerging Markets ETF | $52.4M | 632,371 | +2,394 shares |
| VB | Vanguard Morningstar Small-Cap ETF | $48.0M | 158,328 | +3,985 shares |
| USRT | iShares Core U.S. REIT ETF | $18.3M | 275,472 | +7,936 shares |
| SCHP | Schwab U.S. TIPS ETF | $9.0M | 341,000 | +4,637 shares |
| IWV | iShares Russell 3000 ETF | $5.6M | 13,100 | +203 shares |
| AGG | iShares Core U.S. Aggregate Bond ETF | $4.2M | 42,791 | +2,504 shares |
| EFA | iShares MSCI EAFE ETF | $3.5M | 33,846 | +2,393 shares |
| SPY | State Street SPDR S&P 500 ETF Trust | $3.4M | 4,545 | −141 shares |
| QQQ | Invesco QQQ Trust | $1.9M | 2,518 | −304 shares |
18 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0001716180. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does MPS Loria Financial Planners, LLC own?
MPS Loria Financial Planners, LLC reported 28 ETF positions worth $300.5M in its Form 13F for June 30, 2026. The largest was IWB, at $142.3M.
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.