MPS Loria Financial Planners, LLC has filed a Form 13F-HR disclosing its equity securities holdings as of the close of business on September 30, 2026. The filing, signed by President and Managing Member Richard Thomas Loria on October 14, 2026, lists a total of 93 securities held by the firm.
The portfolio is diversified across a wide range of sectors, with significant positions in large-cap technology and healthcare companies. The largest individual stock holding listed in the filing is Abbott Laboratories, for which the firm reports holding 16,034 shares. Other notable equity positions include AbbVie Inc. with 16,160 shares, Apple Inc. with 272,901 shares, and Berkshire Hathaway Inc. Class B with 4,500 shares.
The filing also details substantial exposure to exchange-traded funds (ETFs). The firm holds shares in the Invesco QQQ Trust, which tracks the Nasdaq-100 Index, reporting 2,589 shares. Additionally, the firm lists positions in the iShares Core MSCI Emerging Markets ETF, the iShares Core S&P 500 ETF, and the Vanguard Total Stock Market ETF. Among the specific ETFs listed are the iShares Bitcoin Trust and the VanEck Semiconductor ETF, indicating a mix of traditional equity exposure and specific sector or asset class funds.
The report lists a total of 93 securities, including companies such as Amazon.com Inc., Microsoft Corporation, NVIDIA Corporation, and UnitedHealth Group Inc. The filing indicates that all positions are held in a Sole voting capacity.
