MPS Loria Financial Planners, LLC - Portfolio Stock Holdings
MPS Loria Financial Planners, LLC disclosed 92 stock positions in a recent SEC 13F filing. $527,075,197 of stock holdings were filed, with the largest holdings including IWB, AAPL, and IEFA. This filing represented positions held on Sept. 30, 2026, and was filed yesterday.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:
Sept. 30, 2026No. of Stocks:
92Est. Stock Holding Value:
$527,075,197Top Stock Holdings By Sector
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Portfolio Stock Holdings - MPS Loria Financial Planners, LLC
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