Filed: 11/7/2025ACC: 0001050068-25-000002
📋 What this filing means
INVESTMENT PARTNERS, LTD. filed this quarterly 13F‑HR report disclosing 154 equity positions with a total reported market value of $284.01M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
154
Positions
$284.01M
Total AUM (reported)
2.75M
Total Shares
Allocation by class
COM$91.45M32.2%
RUS 1000 GRW ETF$16.86M5.9%
VAN FTSE DEV MKT$15.47M5.4%
RUS 1000 VAL ETF$11.75M4.1%
FTSE EMR MKT ETF$8.40M3.0%
DIV APP ETF$6.53M2.3%
S&P 500 GRWT ETF$6.49M2.3%
Portfolio Concentration
Top 3$44.08M15.5%
4–10$56.35M19.8%
11–25$67.30M23.7%
Rest$116.28M40.9%
Top 3 weight
15.5%
Top 10 weight
35.4%
Voting Authority Distribution
Total shares with voting rights: 2.75M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.75M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole154
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings154
Rows:
ISHARES TR
SOLEShares35.99K
TypeSH
Market value$16.86M
5.94%
Sole
0.00
Shared
0.00
None
35.99K
VANGUARD TAX-MANAGED FDS
SOLEShares258.23K
TypeSH
Market value$15.47M
5.45%
Sole
0.00
Shared
0.00
None
258.23K
ISHARES TR
SOLEShares57.71K
TypeSH
Market value$11.75M
4.14%
Sole
0.00
Shared
0.00
None
57.71K
MICROSOFT CORP
SOLEShares21K
TypeSH
Market value$10.88M
3.83%
Sole
0.00
Shared
0.00
None
21K
APPLE INC
SOLEShares36.04K
TypeSH
Market value$9.18M
3.23%
Sole
0.00
Shared
0.00
None
36.04K
NVIDIA CORPORATION
SOLEShares47.09K
TypeSH
Market value$8.79M
3.09%
Sole
0.00
Shared
0.00
None
47.09K
VANGUARD INTL EQUITY INDEX F
SOLEShares155K
TypeSH
Market value$8.40M
2.96%
Sole
0.00
Shared
0.00
None
155K
VANGUARD SPECIALIZED FUNDS
SOLEShares30.27K
TypeSH
Market value$6.53M
2.30%
Sole
0.00
Shared
0.00
None
30.27K
ISHARES TR
SOLEShares53.75K
TypeSH
Market value$6.49M
2.28%
Sole
0.00
Shared
0.00
None
53.75K
VANGUARD BD INDEX FDS
SOLEShares77.21K
TypeSH
Market value$6.09M
2.15%
Sole
0.00
Shared
0.00
None
77.21K
ISHARES TR
SOLEShares41.40K
TypeSH
Market value$5.90M
2.08%
Sole
0.00
Shared
0.00
None
41.40K
JPMORGAN CHASE & CO.
SOLEShares17.92K
TypeSH
Market value$5.65M
1.99%
Sole
0.00
Shared
0.00
None
17.92K
ISHARES TR
SOLEShares103.27K
TypeSH
Market value$5.48M
1.93%
Sole
0.00
Shared
0.00
None
103.27K
ISHARES TR
SOLEShares61.99K
TypeSH
Market value$5.41M
1.91%
Sole
0.00
Shared
0.00
None
61.99K
ISHARES TR
SOLEShares38.32K
TypeSH
Market value$5.35M
1.88%
Sole
0.00
Shared
0.00
None
38.32K
ISHARES TR
SOLEShares115.22K
TypeSH
Market value$4.99M
1.76%
Sole
0.00
Shared
0.00
None
115.22K
ISHARES TR
SOLEShares23.71K
TypeSH
Market value$4.90M
1.72%
Sole
0.00
Shared
0.00
None
23.71K
ELI LILLY & CO
SOLEShares6.14K
TypeSH
Market value$4.69M
1.65%
Sole
0.00
Shared
0.00
None
6.14K
ISHARES TR
SOLEShares47.81K
TypeSH
Market value$4.46M
1.57%
Sole
0.00
Shared
0.00
None
47.81K
ORACLE CORP
SOLEShares14.81K
TypeSH
Market value$4.17M
1.47%
Sole
0.00
Shared
0.00
None
14.81K
ISHARES TR
SOLEShares36.37K
TypeSH
Market value$3.46M
1.22%
Sole
0.00
Shared
0.00
None
36.37K
SELECT SECTOR SPDR TR
SOLEShares39.07K
TypeSH
Market value$3.41M
1.20%
Sole
0.00
Shared
0.00
None
39.07K
ISHARES TR
SOLEShares4.90K
TypeSH
Market value$3.28M
1.16%
Sole
0.00
Shared
0.00
None
4.90K
ISHARES TR
SOLEShares17.57K
TypeSH
Market value$3.11M
1.09%
Sole
0.00
Shared
0.00
None
17.57K
ISHARES TR
SOLEShares28.73K
TypeSH
Market value$3.06M
1.08%
Sole
0.00
Shared
0.00
None
28.73K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | RUS 1000 GRW ETF | 35.99K | SH | $16.86M 5.94% | 0.00 | 0.00 | 35.99K |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 258.23K | SH | $15.47M 5.45% | 0.00 | 0.00 | 258.23K |
ISHARES TRSOLE | RUS 1000 VAL ETF | 57.71K | SH | $11.75M 4.14% | 0.00 | 0.00 | 57.71K |
MICROSOFT CORPSOLE | COM | 21K | SH | $10.88M 3.83% | 0.00 | 0.00 | 21K |
APPLE INCSOLE | COM | 36.04K | SH | $9.18M 3.23% | 0.00 | 0.00 | 36.04K |
NVIDIA CORPORATIONSOLE | COM | 47.09K | SH | $8.79M 3.09% | 0.00 | 0.00 | 47.09K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 155K | SH | $8.40M 2.96% | 0.00 | 0.00 | 155K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 30.27K | SH | $6.53M 2.30% | 0.00 | 0.00 | 30.27K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 53.75K | SH | $6.49M 2.28% | 0.00 | 0.00 | 53.75K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 77.21K | SH | $6.09M 2.15% | 0.00 | 0.00 | 77.21K |
ISHARES TRSOLE | RUS MD CP GR ETF | 41.40K | SH | $5.90M 2.08% | 0.00 | 0.00 | 41.40K |
JPMORGAN CHASE & CO.SOLE | COM | 17.92K | SH | $5.65M 1.99% | 0.00 | 0.00 | 17.92K |
ISHARES TRSOLE | ISHS 1-5YR INVS | 103.27K | SH | $5.48M 1.93% | 0.00 | 0.00 | 103.27K |
ISHARES TRSOLE | CORE MSCI EAFE | 61.99K | SH | $5.41M 1.91% | 0.00 | 0.00 | 61.99K |
ISHARES TRSOLE | RUS MDCP VAL ETF | 38.32K | SH | $5.35M 1.88% | 0.00 | 0.00 | 38.32K |
ISHARES TRSOLE | 0-5YR HI YL CP | 115.22K | SH | $4.99M 1.76% | 0.00 | 0.00 | 115.22K |
ISHARES TRSOLE | S&P 500 VAL ETF | 23.71K | SH | $4.90M 1.72% | 0.00 | 0.00 | 23.71K |
ELI LILLY & COSOLE | COM | 6.14K | SH | $4.69M 1.65% | 0.00 | 0.00 | 6.14K |
ISHARES TRSOLE | MSCI EAFE ETF | 47.81K | SH | $4.46M 1.57% | 0.00 | 0.00 | 47.81K |
ORACLE CORPSOLE | COM | 14.81K | SH | $4.17M 1.47% | 0.00 | 0.00 | 14.81K |
ISHARES TRSOLE | MSCI USA MIN VOL | 36.37K | SH | $3.46M 1.22% | 0.00 | 0.00 | 36.37K |
SELECT SECTOR SPDR TRSOLE | SBI INT-UTILS | 39.07K | SH | $3.41M 1.20% | 0.00 | 0.00 | 39.07K |
ISHARES TRSOLE | CORE S&P500 ETF | 4.90K | SH | $3.28M 1.16% | 0.00 | 0.00 | 4.90K |
ISHARES TRSOLE | RUS 2000 VAL ETF | 17.57K | SH | $3.11M 1.09% | 0.00 | 0.00 | 17.57K |
ISHARES TRSOLE | NATIONAL MUN ETF | 28.73K | SH | $3.06M 1.08% | 0.00 | 0.00 | 28.73K |
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