Investors Portfolio Services LLC: 13F holdings
CIK 20738332026Q2
| Positions | 673 |
|---|---|
| Reported value | $131.0m |
| Filed | 2026-08-14 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SPY STATE STR SPDR S&P 500 ETF T | 42,074 | $31.4m | 24.0% |
| FIRST TR EXCHNG TRADED FD VI | 559,359 | $20.3m | 15.5% |
| GOLDMAN SACHS ETF TR | 190,194 | $10.6m | 8.1% |
| AIRR FIRST TR EXCHANGE TRADED FD | 74,630 | $9.9m | 7.6% |
| XMHQ INVESCO EXCHANGE TRADED FD T | 79,879 | $9.0m | 6.9% |
| JIRE J P MORGAN EXCHANGE TRADED F | 92,647 | $7.6m | 5.8% |
| XLU SELECT SECTOR SPDR TR | 131,342 | $6.0m | 4.5% |
| COST COSTCO WHOLESALE CORPORATION | 5,444 | $5.1m | 3.9% |
| MCD MCDONALDS CORP | 11,757 | $3.2m | 2.4% |
| TLT ISHARES TR | 31,701 | $2.7m | 2.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2073833")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.