Investment Partners, Ltd. Portfolio Stock Holdings
According to the SEC 13F filed on October 29, 2026, Investment Partners, Ltd. disclosed 231 stock positions valued at approximately $648.03M as of quarter-end September 30, 2026. The largest holdings include VANGUARD TAX-MANAGED FDS, ISHARES TR, and ISHARES TR.
- Report Period
- September 30, 2026
- No. of Stocks
- 231
- Portfolio Value
- $648.03M
Holdings by Sector
Investment Partners, Ltd. Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | VEA | Other | 6.22% | 570,397 | +279,114 | +95.82% | $40,275,634 |
| ISHARES TR | IWF | Other | 5.01% | 259,242 | +120,729 | +87.16% | $32,472,782 |
| ISHARES TR | IWD | Other | 4.00% | 104,438 | +47,499 | +83.42% | $25,893,453 |
| NVIDIA CORPORATION | NVDA | Technology | 3.19% | 90,510 | +44,143 | +95.20% | $20,670,667 |
| VANGUARD INTL EQUITY INDEX F | VWO | Other | 3.00% | 327,580 | +167,280 | +104.35% | $19,428,692 |
| APPLE INC | AAPL | Technology | 2.95% | 57,332 | +21,863 | +61.64% | $19,092,386 |
| VANGUARD BD INDEX FDS | BSV | Other | 2.55% | 216,052 | +112,858 | +109.36% | $16,506,385 |
| ISHARES TR | IVW | Other | 2.54% | 115,767 | +60,675 | +110.13% | $16,469,056 |
| MICROSOFT CORP | MSFT | Technology | 2.38% | 30,056 | +10,239 | +51.67% | $15,415,732 |
| ISHARES TR | IGSB | Other | 2.21% | 279,420 | +143,649 | +105.80% | $14,314,732 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 2.08% | 57,716 | +29,252 | +102.77% | $13,465,540 |
| ISHARES TR | IEFA | Other | 1.92% | 128,612 | +67,926 | +111.93% | $12,459,900 |
| ISHARES TR | IWS | Other | 1.84% | 74,046 | +35,314 | +91.18% | $11,902,098 |
| ISHARES TR | IWP | Other | 1.83% | 86,143 | +41,859 | +94.52% | $11,859,990 |
| ISHARES TR | IVE | Other | 1.67% | 47,298 | +22,811 | +93.16% | $10,797,133 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 1.58% | 30,864 | +13,380 | +76.53% | $10,210,950 |
| ISHARES TR | SHYG | Other | 1.52% | 238,250 | +110,115 | +85.94% | $9,827,850 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 1.46% | 18,967 | +13,787 | +266.16% | $9,445,037 |
| MICRON TECHNOLOGY INC | MU | Technology | 1.45% | 8,793 | +4,346 | +97.73% | $9,366,134 |
| ISHARES TR | EFA | Other | 1.32% | 82,597 | +40,916 | +98.16% | $8,581,002 |
| ISHARES TR | IVV | Other | 1.32% | 11,174 | +6,190 | +124.20% | $8,557,063 |
| ELI LILLY & CO | LLY | Healthcare | 1.31% | 7,314 | +1,627 | +28.61% | $8,463,234 |
| ISHARES TR | IAGG | Other | 1.17% | 153,497 | +77,113 | +100.95% | $7,552,078 |
| ISHARES TR | IWN | Other | 1.10% | 34,141 | +16,547 | +94.05% | $7,150,978 |
| ISHARES TR | IWO | Other | 0.96% | 17,364 | +8,486 | +95.58% | $6,197,868 |
| SELECT SECTOR SPDR TR | XLU | Other | 0.94% | 154,792 | +77,396 | +100.00% | $6,105,004 |
| ISHARES TR | GOVT | Other | 0.88% | 260,724 | +260,724 | +100.00% | $5,702,028 |
| VANGUARD INDEX FDS | VO | Other | 0.87% | 71,696 | +35,850 | +100.01% | $5,622,424 |
| ISHARES TR | MUB | Other | 0.85% | 54,572 | +27,095 | +98.61% | $5,517,230 |
| SPDR INDEX SHS FDS | SPDW | Other | 0.81% | 103,974 | +56,976 | +121.23% | $5,220,563 |
Showing 30 of 231 holdings in the latest reporting period.