INVESTMENT PARTNERS, LTD. Q4 2025 Filing
Filed February 10, 2026
Portfolio Value
$285.7M
Holdings
149
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (149 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IWFISHARES TR | 35,869 | $17.0M | 5.94% | |
| 2 | VEAVANGUARD TAX-MANAGED FDS | 267,283 | $16.7M | 5.84% | |
| 3 | IWDISHARES TR | 56,816 | $11.9M | 4.18% | |
| 4 | MSFTMICROSOFT CORP | 20,378 | $9.9M | 3.45% | |
| 5 | AAPLAPPLE INC | 35,315 | $9.6M | 3.36% | |
| 6 | NVDANVIDIA CORPORATION | 47,094 | $8.8M | 3.07% | |
| 7 | VWOVANGUARD INTL EQUITY INDEX F | 157,809 | $8.5M | 2.97% | |
| 8 | VIGVANGUARD SPECIALIZED FUNDS | 30,528 | $6.7M | 2.35% | |
| 9 | BSVVANGUARD BD INDEX FDS | 84,871 | $6.7M | 2.34% | |
| 10 | IVWISHARES TR | 53,750 | $6.6M | 2.32% | |
| 11 | LLYELI LILLY & CO | 5,737 | $6.2M | 2.16% | |
| 12 | IGSBISHARES TR | 112,968 | $6.0M | 2.09% | |
| 13 | IWPISHARES TR | 43,240 | $5.9M | 2.07% | |
| 14 | JPMJPMORGAN CHASE & CO. | 17,311 | $5.6M | 1.95% | |
| 15 | AQLTISHARES TR | 61,743 | $5.5M | 1.93% | |
| 16 | IWSISHARES TR | 38,562 | $5.4M | 1.90% | |
| 17 | SHYGISHARES TR | 125,222 | $5.4M | 1.88% | |
| 18 | IVEISHARES TR | 23,709 | $5.0M | 1.76% | |
| 19 | EFAISHARES TR | 41,732 | $4.0M | 1.40% | |
| 20 | IVVISHARES TR | 5,131 | $3.5M | 1.23% | |
| 21 | USMVISHARES TR | 36,432 | $3.4M | 1.20% | |
| 22 | XLUSELECT SECTOR SPDR TR | 78,360 | $3.3M | 1.17% | |
| 23 | IWNISHARES TR | 17,633 | $3.2M | 1.12% | |
| 24 | IAGGISHARES TR | 60,270 | $3.0M | 1.05% | |
| 25 | ORCLORACLE CORP | 14,830 | $2.9M | 1.01% | |
| 26 | IWOISHARES TR | 8,746 | $2.8M | 0.99% | |
| 27 | SLVISHARES SILVER TR | 42,900 | $2.8M | 0.97% | |
| 28 | VOVANGUARD INDEX FDS | 9,396 | $2.7M | 0.95% | |
| 29 | BRK/BBERKSHIRE HATHAWAY INC DEL | 5,415 | $2.7M | 0.95% | |
| 30 | GOOGALPHABET INC | 7,976 | $2.5M | 0.88% | |
| 31 | MUBISHARES TR | 22,524 | $2.4M | 0.84% | |
| 32 | WMTWALMART INC | 19,818 | $2.2M | 0.77% | |
| 33 | NDQINVESCO QQQ TR | 3,546 | $2.2M | 0.76% | |
| 34 | SDYSPDR SERIES TRUST | 15,509 | $2.2M | 0.76% | |
| 35 | AEPAMERICAN ELEC PWR CO INC | 18,385 | $2.1M | 0.74% | |
| 36 | SPDWSPDR INDEX SHS FDS | 47,329 | $2.1M | 0.74% | |
| 37 | IBITISHARES BITCOIN TRUST ETF | 42,162 | $2.1M | 0.73% | |
| 38 | GQ9SPDR GOLD TR | 5,232 | $2.1M | 0.73% | |
| 39 | GOOGLALPHABET INC | 6,595 | $2.1M | 0.72% | |
| 40 | CATCATERPILLAR INC | 3,428 | $2.0M | 0.69% | |
| 41 | VIGIVANGUARD WHITEHALL FDS | 21,263 | $1.9M | 0.68% | |
| 42 | PREFPRINCIPAL EXCHANGE TRADED FD | 99,541 | $1.9M | 0.66% | |
| 43 | XOMEXXON MOBIL CORP | 15,556 | $1.9M | 0.66% | |
| 44 | IJHISHARES TR | 27,581 | $1.8M | 0.64% | |
| 45 | COSTCOSTCO WHSL CORP NEW | 2,102 | $1.8M | 0.63% | |
| 46 | VNQVANGUARD INDEX FDS | 20,467 | $1.8M | 0.63% | |
| 47 | ADPAUTOMATIC DATA PROCESSING IN | 7,042 | $1.8M | 0.63% | |
| 48 | AMZNAMAZON COM INC | 7,759 | $1.8M | 0.63% | |
| 49 | VBVANGUARD INDEX FDS | 6,732 | $1.7M | 0.61% | |
| 50 | XMPTVANECK ETF TRUST | 77,375 | $1.7M | 0.59% | |
| 51 | MCDMCDONALDS CORP | 5,534 | $1.7M | 0.59% | |
| 52 | HDEFDBX ETF TR | 52,144 | $1.6M | 0.57% | |
| 53 | PEPPEPSICO INC | 11,055 | $1.6M | 0.56% | |
| 54 | HDHOME DEPOT INC | 4,399 | $1.5M | 0.53% | |
| 55 | VVISA INC | 4,182 | $1.5M | 0.51% | |
| 56 | PLTRPALANTIR TECHNOLOGIES INC | 7,856 | $1.4M | 0.49% | |
| 57 | DGROISHARES TR | 17,288 | $1.2M | 0.42% | |
| 58 | ETHAISHARES ETHEREUM TR | 52,425 | $1.2M | 0.41% | |
| 59 | MUMICRON TECHNOLOGY INC | 4,017 | $1.1M | 0.40% | |
| 60 | PGPROCTER AND GAMBLE CO | 7,599 | $1.1M | 0.38% | |
| 61 | CVXCHEVRON CORP NEW | 7,127 | $1.1M | 0.38% | |
| 62 | ASMLASML HOLDING N V | 995 | $1.1M | 0.37% | |
| 63 | HBANHUNTINGTON BANCSHARES INC | 60,661 | $1.1M | 0.37% | |
| 64 | IBMINTERNATIONAL BUSINESS MACHS | 3,299 | $977K | 0.34% | |
| 65 | CSCOCISCO SYS INC | 12,653 | $974K | 0.34% | |
| 66 | SPYSPDR S&P 500 ETF TR | 1,417 | $966K | 0.34% | |
| 67 | EFAVISHARES TR | 10,969 | $946K | 0.33% | |
| 68 | XLFSELECT SECTOR SPDR TR | 17,059 | $934K | 0.33% | |
| 69 | JNJJOHNSON & JOHNSON | 4,517 | $934K | 0.33% | |
| 70 | ABBVABBVIE INC | 4,074 | $930K | 0.33% | |
| 71 | SDVYFIRST TR EXCHANGE-TRADED FD | 24,104 | $923K | 0.32% | |
| 72 | KOCOCA COLA CO | 13,089 | $915K | 0.32% | |
| 73 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 2,933 | $891K | 0.31% | |
| 74 | XLISELECT SECTOR SPDR TR | 5,610 | $870K | 0.30% | |
| 75 | IWMISHARES TR | 3,533 | $869K | 0.30% | |
| 76 | CRWDCROWDSTRIKE HLDGS INC | 1,816 | $851K | 0.30% | |
| 77 | TSLATESLA INC | 1,883 | $846K | 0.30% | |
| 78 | DNPDNP SELECT INCOME FD INC | 82,262 | $821K | 0.29% | |
| 79 | TMOTHERMO FISHER SCIENTIFIC INC | 1,389 | $804K | 0.28% | |
| 80 | VSSVANGUARD INTL EQUITY INDEX F | 5,511 | $789K | 0.28% | |
| 81 | GSGOLDMAN SACHS GROUP INC | 856 | $752K | 0.26% | |
| 82 | XLESELECT SECTOR SPDR TR | 16,071 | $718K | 0.25% | |
| 83 | GDGENERAL DYNAMICS CORP | 2,110 | $710K | 0.25% | |
| 84 | LMTLOCKHEED MARTIN CORP | 1,463 | $707K | 0.25% | |
| 85 | BACVERIZON COMMUNICATIONS INC | 17,279 | $703K | 0.25% | |
| 86 | XLBSELECT SECTOR SPDR TR | 15,450 | $700K | 0.24% | |
| 87 | SUBISHARES TR | 6,460 | $689K | 0.24% | |
| 88 | ISRGINTUITIVE SURGICAL INC | 1,198 | $678K | 0.24% | |
| 89 | BMYBRISTOL-MYERS SQUIBB CO | 12,472 | $672K | 0.24% | |
| 90 | ABTABBOTT LABS | 5,300 | $664K | 0.23% | |
| 91 | HYDVANECK ETF TRUST | 12,911 | $660K | 0.23% | |
| 92 | NOCNORTHROP GRUMMAN CORP | 1,047 | $597K | 0.21% | |
| 93 | HDVISHARES TR | 4,900 | $595K | 0.21% | |
| 94 | VONVVANGUARD SCOTTSDALE FDS | 6,386 | $589K | 0.21% | |
| 95 | DISDISNEY WALT CO | 5,185 | $589K | 0.21% | |
| 96 | RSPINVESCO EXCHANGE TRADED FD T | 3,031 | $580K | 0.20% | |
| 97 | GILDGILEAD SCIENCES INC | 4,645 | $570K | 0.20% | |
| 98 | ENBENBRIDGE INC | 11,574 | $553K | 0.19% | |
| 99 | MRKMERCK & CO INC | 5,021 | $528K | 0.18% | |
| 100 | SPYVSPDR SERIES TRUST | 9,002 | $511K | 0.18% |
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