MPS Loria Financial Planners, LLC
All 13F Filings
- Location
- Burr Ridge, IL
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 434,983
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/30/2026 | 91 | 434,983 | 13F-HR | MPS Loria Financial Planners, LLC |
| Q1 2026 | 5/8/2026 | 89 | 379,002 | 13F-HR | MPS Loria Financial Planners, LLC |
| Q4 2025 | 2/3/2026 | 85 | 389,041 | 13F-HR | MPS Loria Financial Planners, LLC |
| Q3 2025 | 10/17/2025 | 83 | 376,342 | 13F-HR | MPS Loria Financial Planners, LLC |
| Q2 2025 | 7/29/2025 | 80 | 339,880 | 13F-HR | MPS Loria Financial Planners, LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 134.4 K | 30.9% | 12.66 K | 0 | 12.66 K |
| ETFs | 300.5 K | 69.1% | 43.32 K | 0 | 43.32 K |
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Fund Snapshot
Q2 2026
Latest filed
7/30/2026
Total value ($000)
434,983
Holdings
91
QoQ value change ($000)
55,981
(14.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.