MPS Loria Financial Planners, LLC

Q3 2026 13F-HR Holdings

Location
Burr Ridge, IL
Holdings as of
9/30/2026
Date filed
10/14/2026
Form type
13F-HR
Num holdings
87
Total value ($000)
$527,075
Net value change ($000)
+92,092 (21.2%)
New positions
2
Sold out positions
6
Turnover %
15.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/30/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 2026
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IEFA 77,134 NEW
AAPL 10,787 13.5%
IWB 3,986 2.8%
IWV 1,300 23.3%
AGG 1,139 26.9%
MSFT 1,020 41.6%
EFA 809 23.0%
NVDA 548 18.5%
CVX 493 23.3%
VOO 336 59.4%
Top Reduces (Value $000, Stocks/ETFs)
VB -1,927 -4.0%
USRT -1,080 -5.9%
XOM -729 -100.0%
SCHP -546 -6.0%
UNH -354 -11.2%
GLW -222 -100.0%
MU -210 -100.0%
VT -207 -100.0%
CM -203 -100.0%
AZN -203 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type