Investors Portfolio Services LLC
All 13F Filings
- Location
- Puyallup, WA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 131,012
- Description
- —
- Website
- —
- 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 | 8/14/2026 | 674 | 131,012 | 13F-HR | Investors Portfolio Services LLC |
| Q1 2026 | 5/14/2026 | 702 | 107,893 | 13F-HR | Investors Portfolio Services LLC |
| Q4 2025 | 2/9/2026 | 481 | 111,025 | 13F-HR | Investors Portfolio Services LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
49
(0.0% of total reported value)
· QoQ Δ:
+49
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 43.59 K | 33.3% | 5.018 K | 0 | 5.018 K |
| ETFs | 86.81 K | 66.3% | 18.02 K | 0 | 18.02 K |
| Debt | 536 | 0.4% | 81 | 0 | 81 |
Swipe for more columns
Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
131,012
Holdings
674
QoQ value change ($000)
23,119
(21.4%)
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.