MPS Loria Financial Planners, LLC - Portfolio Stock Holdings
MPS Loria Financial Planners, LLC disclosed 96 stock positions in a recent SEC 13F filing. $434,981,225 of stock holdings were filed, with the largest holdings including IWB, AAPL, and IEMG. This filing represented positions held on June 30, 2026, and was filed today.We estimate the fund has a total AUM of $826,570,486 and has 7 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from high net worth individuals.
Report Period:
June 30, 2026No. of Stocks:
96Est. Stock Holding Value:
$434,981,225Top Stock Holdings By Sector
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Portfolio Stock Holdings - MPS Loria Financial Planners, LLC
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