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Disclosery

13F-HR filed by MPS Loria Financial Planners, LLC

MPS Loria Financial Planners, LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-07-30, with 91 holding rows worth $434,983,245.

Accession
0001172661-26-002945
Filer
CIK 1716180
Filed
2026-07-30
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2026

A holdings report, 91 entries on the cover page, a total value of $434,983,245 stated on the cover page (in dollars after the unit check, H1), rows summing to $434,983,245 with VALUE read as dollars as filed, 13F file number 028-18147. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
ISHARES RUSSELL 1000 ETF464287622ETF347,484$142,294,877dollars as filed
Apple Inc037833100COM276,797$80,093,902dollars as filed
iShares Core MSCI Emerging Markets ETF46434G103SHS632,371$52,385,658dollars as filed
Vanguard Small-Cap ETF922908751SHS158,328$47,992,337dollars as filed
ISHARES TR464288521CRE U S REIT ETF275,472$18,305,133dollars as filed
Schwab US TIPS ETF808524870SHS341,000$9,036,520dollars as filed
ISHARES TR464287689RUSSELL 3000 ETF13,100$5,585,959dollars as filed
iShares Core US Aggregate Bond ETF464287226SHS42,791$4,235,478dollars as filed
AbbVie,Inc.00287Y109COM16,065$4,042,590dollars as filed
ISHARES TR464287465MSCI EAFE ETF33,846$3,515,961dollars as filed
SPY78462F103SHS4,545$3,394,714dollars as filed
UnitedHealth Group Inc91324P102COM7,619$3,166,611dollars as filed
Progressive Corporation743315103COM14,077$3,075,121dollars as filed
NVIDIA Corp67066G104COM14,815$2,964,250dollars as filed
Microsoft Corp594918104COM6,567$2,449,453dollars as filed
Berkshire Hathaway Inc084670702COM4,499$2,251,255dollars as filed
MCKESSON CORP COM58155Q103Stock2,838$2,144,376dollars as filed
Chevron Corporation166764100COM12,787$2,119,498dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM5,855$2,068,807dollars as filed
Amazon.com, Inc023135106COM8,544$2,036,377dollars as filed
INVESCO QQQ TR46090E103COM2,518$1,854,370dollars as filed
VANECK ETF TRUST92189F676COM2,612$1,712,927dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM4,766$1,703,377dollars as filed
Johnson & Johnson478160104COM6,514$1,654,334dollars as filed
Abbott Laboratories002824100COM16,599$1,506,179dollars as filed
ISHARES TR464289867CORE 60 BALA ETF21,069$1,464,282dollars as filed
SPDR S&P Dividend ETF78464A763SHS8,981$1,366,694dollars as filed
iShares Core Aggressive Allocation ETF464289859SHS11,084$1,081,825dollars as filed
VGT92204A702SHS8,886$1,062,085dollars as filed
Danaher Corporation235851102COM5,243$998,687dollars as filed
Cisco Systems,Inc.17275R102COM8,379$984,216dollars as filed
General Electric Company369604301COM2,468$922,512dollars as filed
Eli Lilly and Company532457108COM723$867,144dollars as filed
Caterpillar Inc.149123101COM776$826,068dollars as filed
WHITE MTNS INS GROUP LTDG9618E107COM383$794,109dollars as filed
Home Depot, Inc437076102COM2,226$784,993dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS3,113$736,641dollars as filed
FIRST BUSEY CORP319383204COM NEW24,810$731,884dollars as filed
EXXON MOBIL CORP30231G102COM5,330$728,714dollars as filed
GE Vernova Inc.36828A101COM618$726,107dollars as filed
Broadcom Inc.11135F101COM1,864$704,201dollars as filed
SHERWIN WILLIAMS CO824348106COM1,967$677,342dollars as filed
SPDR INDEX SHS FDS78463X749ST DOW GLOBA ETF12,493$621,014dollars as filed
McDonalds Corporation580135101COM2,176$588,243dollars as filed
ISHARES TR464289875CORE 40 MODE ETF11,532$575,332dollars as filed
WEC ENERGY GROUP INC COM92939U106Stock4,922$574,692dollars as filed
Vanguard S&P 500 ETF922908363COM824$566,216dollars as filed
Tesla Motors, Inc88160R101COM1,322$556,034dollars as filed
Walt Disney Co254687106COM5,587$537,925dollars as filed
International Business Machines Corporation459200101COM1,854$521,350dollars as filed
Walmart Inc.931142103COM4,594$520,371dollars as filed
BROWN FORMAN CORP CL B115637209Stock18,590$495,430dollars as filed
NextEra Energy,Inc.65339F101COM5,342$468,896dollars as filed
LOEWS CORP COM540424108Stock4,019$454,991dollars as filed
META PLATFORMS INC CL A30303M102COM776$437,139dollars as filed
Procter & Gamble Co742718109COM2,892$424,060dollars as filed
JPMorgan Chase & Co46625H100COM1,266$414,352dollars as filed
TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS874060205ADR25,746$412,703dollars as filed
HUBBELL INC COM443510607Stock780$408,048dollars as filed
Philip Morris International Inc.718172109COM2,246$406,465dollars as filed
Waste Management, Inc.94106L109COM1,814$404,264dollars as filed
ISHARES TR464287523COM628$402,422dollars as filed
Verizon Communications Inc92343V104COM9,438$399,611dollars as filed
Visa Inc92826C839COM1,154$396,073dollars as filed
Netflix, Inc64110L106COM5,360$382,704dollars as filed
Vanguard Growth922908736COM4,220$363,524dollars as filed
Vanguard Value ETF922908744SHS1,656$360,921dollars as filed
SELECT SECTOR SPDR TR81369Y407SBI CONS DISCR2,962$347,410dollars as filed
AON PLC SHS CL AG0403H108Stock1,030$341,641dollars as filed
GENERAL DYNAMICS CORP COM369550108Stock933$330,484dollars as filed
Oracle Corporation68389X105COM2,206$323,353dollars as filed
Morgan Stanley617446448COM1,529$319,718dollars as filed
ALPS ETF TR00162Q452ALERIAN MLP6,027$312,512dollars as filed
Advanced Micro Devices,Inc.007903107COM506$293,941dollars as filed
Mondelez International,Inc. Class A609207105COM4,963$287,356dollars as filed
SPDR SER TR78468R622BLOOMBERG HIGH Y2,929$282,244dollars as filed
EXELON CORP COM30161N101Stock6,026$280,939dollars as filed
Coca-Cola Company191216100COM3,443$279,940dollars as filed
TAIWAN SEMICONDUCTOR MFG874039100SPONSORED ADS568$271,260dollars as filed
AT&T Inc00206R102COM13,003$269,167dollars as filed
VTI922908769COM684$253,235dollars as filed
Merck & Co.,Inc.58933Y105COM1,947$250,224dollars as filed
CONSTELLATION ENERGY CORP COM21037T109Stock968$240,344dollars as filed
Southern Company842587107COM2,374$227,216dollars as filed
CORNING INC219350105COM867$221,541dollars as filed
VWO922042858SHS3,574$213,328dollars as filed
Micron Technology,Inc.595112103COM182$210,081dollars as filed
Vanguard Total World Stock ETF922042742SHS1,321$207,308dollars as filed
CANADIAN IMPERIAL BANK OF COMM COM136069101Stock1,769$203,435dollars as filed
ASTRAZENECA PLC ORDG0593M107ADR1,070$202,894dollars as filed
Greenland Energy Co Shs70580B106Common Stock33,330$73,326dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001172661-26-002945this filing2026-07-30acceptance time not in the bulk data set