CIK 2073833
Investors Portfolio Services LLC
Institutional 13F holdings & portfolio
Holdings
431
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–50 of 431
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF TR | 41K | $1M+ | SH |
| SQMX | FIRST TR EXCHNG TRADED FD VI | 529K | $1M+ | SH |
| GPIX | GOLDMAN SACHS ETF TR | 197K | $1M+ | SH |
| XMHQ | INVESCO EXCHANGE TRADED FD T | 78K | $1M+ | SH |
| AIRR | FIRST TR EXCHANGE TRADED FD | 75K | $1M+ | SH |
| JIRE | J P MORGAN EXCHANGE TRADED F | 71K | $1M+ | SH |
| XLU | SELECT SECTOR SPDR TR | 119K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 4K | $1M+ | SH |
| TLT | ISHARES TR | 32K | $1M+ | SH |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 42K | $1M+ | SH |
| VTV | VANGUARD INDEX FDS | 10K | $1M+ | SH |
| PTRB | PGIM ETF TR | 34K | $1M+ | SH |
| TSBK | TIMBERLAND BANCORP INC | 35K | $1M+ | SH |
| QCOM | QUALCOMM INC | 5K | $500K+ | SH |
| AAPL | APPLE INC | 3K | $500K+ | SH |
| MSFT | MICROSOFT CORP | 2K | $500K+ | SH |
| FMHI | FIRST TR EXCH TRADED FD III | 17K | $500K+ | SH |
| NVDA | NVIDIA CORPORATION | 4K | $500K+ | SH |
| JBND | J P MORGAN EXCHANGE TRADED F | 12K | $500K+ | SH |
| BAC | BANK AMERICA CORP | 11K | $500K+ | SH |
| PANW | PALO ALTO NETWORKS INC | 3K | $100K–$500K | SH |
| ORLY | OREILLY AUTOMOTIVE INC | 5K | $100K–$500K | SH |
| BABA | ALIBABA GROUP HLDG LTD | 3K | $100K–$500K | SH |
| PATH | UIPATH INC | 18K | $100K–$500K | SH |
| LRCX | LAM RESEARCH CORP | 2K | $100K–$500K | SH |
| QQQ | INVESCO QQQ TR | 431 | $100K–$500K | SH |
| GWW | WW GRAINGER INC | 262 | $100K–$500K | SH |
| LHX | L3HARRIS TECHNOLOGIES INC | 858 | $100K–$500K | SH |
| REET | ISHARES TR | 10K | $100K–$500K | SH |
| ANET | ARISTA NETWORKS INC | 2K | $100K–$500K | SH |
| V | VISA INC | 547 | $100K–$500K | SH |
| SCHX | SCHWAB STRATEGIC TR | 7K | $100K–$500K | SH |
| BE | BLOOM ENERGY CORP | 2K | $100K–$500K | SH |
| AZO | AUTOZONE INC | 50 | $100K–$500K | SH |
| HON | HONEYWELL INTL INC | 861 | $100K–$500K | SH |
| AMZN | AMAZON COM INC | 727 | $100K–$500K | SH |
| ROP | ROPER TECHNOLOGIES INC | 372 | $100K–$500K | SH |
| CIBR | FIRST TR EXCHANGE TRADED FD | 2K | $100K–$500K | SH |
| HZO | MARINEMAX INC | 7K | $100K–$500K | SH |
| DHDG | FIRST TR EXCHNG TRADED FD VI | 5K | $100K–$500K | SH |
| ARES | ARES MANAGEMENT CORPORATION | 924 | $100K–$500K | SH |
| BA | BOEING CO | 682 | $100K–$500K | SH |
| TSLA | TESLA INC | 327 | $100K–$500K | SH |
| DFAC | DIMENSIONAL ETF TRUST | 4K | $100K–$500K | SH |
| VTI | VANGUARD INDEX FDS | 421 | $100K–$500K | SH |
| WM | WASTE MGMT INC DEL | 628 | $100K–$500K | SH |
| EFA | ISHARES TR | 1K | $100K–$500K | SH |
| PWR | QUANTA SVCS INC | 312 | $100K–$500K | SH |
| GPIQ | GOLDMAN SACHS ETF TR | 2K | $100K–$500K | SH |
| NEE | NEXTERA ENERGY INC | 2K | $100K–$500K | SH |