Filed: 5/5/2026ACC: 0001050068-26-000002
📋 What this filing means
INVESTMENT PARTNERS, LTD. filed this quarterly 13F‑HR report disclosing 152 equity positions with a total reported market value of $281.10M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
152
Positions
$281.10M
Total AUM (reported)
2.81M
Total Shares
Allocation by class
COM$87.19M31.0%
VAN FTSE DEV MKT$17.79M6.3%
RUS 1000 GRW ETF$14.80M5.3%
RUS 1000 VAL ETF$12.13M4.3%
FTSE EMR MKT ETF$8.38M3.0%
SHORT TRM BOND$7.24M2.6%
DIV APP ETF$6.54M2.3%
Portfolio Concentration
Top 3$44.72M15.9%
4–10$52.96M18.8%
11–25$66.55M23.7%
Rest$116.86M41.6%
Top 3 weight
15.9%
Top 10 weight
34.8%
Voting Authority Distribution
Total shares with voting rights: 2.81M
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
2.81M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole152
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings152
Rows:
VANGUARD TAX-MANAGED FDS
SOLEShares277.62K
TypeSH
Market value$17.79M
6.33%
Sole
0.00
Shared
0.00
None
277.62K
ISHARES TR
SOLEShares34.71K
TypeSH
Market value$14.80M
5.27%
Sole
0.00
Shared
0.00
None
34.71K
ISHARES TR
SOLEShares56.78K
TypeSH
Market value$12.13M
4.32%
Sole
0.00
Shared
0.00
None
56.78K
APPLE INC
SOLEShares35.29K
TypeSH
Market value$8.96M
3.19%
Sole
0.00
Shared
0.00
None
35.29K
VANGUARD INTL EQUITY INDEX F
SOLEShares155.04K
TypeSH
Market value$8.38M
2.98%
Sole
0.00
Shared
0.00
None
155.04K
NVIDIA CORPORATION
SOLEShares46.26K
TypeSH
Market value$8.07M
2.87%
Sole
0.00
Shared
0.00
None
46.26K
MICROSOFT CORP
SOLEShares20.22K
TypeSH
Market value$7.49M
2.66%
Sole
0.00
Shared
0.00
None
20.22K
VANGUARD BD INDEX FDS
SOLEShares92.32K
TypeSH
Market value$7.24M
2.58%
Sole
0.00
Shared
0.00
None
92.32K
VANGUARD SPECIALIZED FUNDS
SOLEShares30.42K
TypeSH
Market value$6.54M
2.33%
Sole
0.00
Shared
0.00
None
30.42K
ISHARES TR
SOLEShares119.73K
TypeSH
Market value$6.29M
2.24%
Sole
0.00
Shared
0.00
None
119.73K
ISHARES TR
SOLEShares55K
TypeSH
Market value$6.22M
2.21%
Sole
0.00
Shared
0.00
None
55K
ISHARES TR
SOLEShares43.09K
TypeSH
Market value$5.52M
1.96%
Sole
0.00
Shared
0.00
None
43.09K
ISHARES TR
SOLEShares60.90K
TypeSH
Market value$5.51M
1.96%
Sole
0.00
Shared
0.00
None
60.90K
ISHARES TR
SOLEShares37.65K
TypeSH
Market value$5.49M
1.95%
Sole
0.00
Shared
0.00
None
37.65K
ELI LILLY & CO
SOLEShares5.76K
TypeSH
Market value$5.30M
1.88%
Sole
0.00
Shared
0.00
None
5.76K
ISHARES TR
SOLEShares24.39K
TypeSH
Market value$5.15M
1.83%
Sole
0.00
Shared
0.00
None
24.39K
JPMORGAN CHASE & CO
SOLEShares17.29K
TypeSH
Market value$5.08M
1.81%
Sole
0.00
Shared
0.00
None
17.29K
ISHARES TR
SOLEShares115.38K
TypeSH
Market value$4.88M
1.74%
Sole
0.00
Shared
0.00
None
115.38K
ISHARES TR
SOLEShares41.68K
TypeSH
Market value$4.05M
1.44%
Sole
0.00
Shared
0.00
None
41.68K
SELECT SECTOR SPDR TR
SOLEShares78.29K
TypeSH
Market value$3.59M
1.28%
Sole
0.00
Shared
0.00
None
78.29K
ISHARES TR
SOLEShares67.04K
TypeSH
Market value$3.35M
1.19%
Sole
0.00
Shared
0.00
None
67.04K
ISHARES TR
SOLEShares5.01K
TypeSH
Market value$3.27M
1.17%
Sole
0.00
Shared
0.00
None
5.01K
ISHARES TR
SOLEShares17.19K
TypeSH
Market value$3.26M
1.16%
Sole
0.00
Shared
0.00
None
17.19K
ISHARES SILVER TR
SOLEShares43.63K
TypeSH
Market value$2.97M
1.06%
Sole
0.00
Shared
0.00
None
43.63K
ISHARES TR
SOLEShares31.16K
TypeSH
Market value$2.89M
1.03%
Sole
0.00
Shared
0.00
None
31.16K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 277.62K | SH | $17.79M 6.33% | 0.00 | 0.00 | 277.62K |
ISHARES TRSOLE | RUS 1000 GRW ETF | 34.71K | SH | $14.80M 5.27% | 0.00 | 0.00 | 34.71K |
ISHARES TRSOLE | RUS 1000 VAL ETF | 56.78K | SH | $12.13M 4.32% | 0.00 | 0.00 | 56.78K |
APPLE INCSOLE | COM | 35.29K | SH | $8.96M 3.19% | 0.00 | 0.00 | 35.29K |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 155.04K | SH | $8.38M 2.98% | 0.00 | 0.00 | 155.04K |
NVIDIA CORPORATIONSOLE | COM | 46.26K | SH | $8.07M 2.87% | 0.00 | 0.00 | 46.26K |
MICROSOFT CORPSOLE | COM | 20.22K | SH | $7.49M 2.66% | 0.00 | 0.00 | 20.22K |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 92.32K | SH | $7.24M 2.58% | 0.00 | 0.00 | 92.32K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 30.42K | SH | $6.54M 2.33% | 0.00 | 0.00 | 30.42K |
ISHARES TRSOLE | ISHS 1-5YR INVS | 119.73K | SH | $6.29M 2.24% | 0.00 | 0.00 | 119.73K |
ISHARES TRSOLE | S&P 500 GRWT ETF | 55K | SH | $6.22M 2.21% | 0.00 | 0.00 | 55K |
ISHARES TRSOLE | RUS MD CP GR ETF | 43.09K | SH | $5.52M 1.96% | 0.00 | 0.00 | 43.09K |
ISHARES TRSOLE | CORE MSCI EAFE | 60.90K | SH | $5.51M 1.96% | 0.00 | 0.00 | 60.90K |
ISHARES TRSOLE | RUS MDCP VAL ETF | 37.65K | SH | $5.49M 1.95% | 0.00 | 0.00 | 37.65K |
ELI LILLY & COSOLE | COM | 5.76K | SH | $5.30M 1.88% | 0.00 | 0.00 | 5.76K |
ISHARES TRSOLE | S&P 500 VAL ETF | 24.39K | SH | $5.15M 1.83% | 0.00 | 0.00 | 24.39K |
JPMORGAN CHASE & COSOLE | COM | 17.29K | SH | $5.08M 1.81% | 0.00 | 0.00 | 17.29K |
ISHARES TRSOLE | 0-5YR HI YL CP | 115.38K | SH | $4.88M 1.74% | 0.00 | 0.00 | 115.38K |
ISHARES TRSOLE | MSCI EAFE ETF | 41.68K | SH | $4.05M 1.44% | 0.00 | 0.00 | 41.68K |
SELECT SECTOR SPDR TRSOLE | STATE STREET UTI | 78.29K | SH | $3.59M 1.28% | 0.00 | 0.00 | 78.29K |
ISHARES TRSOLE | CORE INTL AGGR | 67.04K | SH | $3.35M 1.19% | 0.00 | 0.00 | 67.04K |
ISHARES TRSOLE | CORE S&P500 ETF | 5.01K | SH | $3.27M 1.17% | 0.00 | 0.00 | 5.01K |
ISHARES TRSOLE | RUS 2000 VAL ETF | 17.19K | SH | $3.26M 1.16% | 0.00 | 0.00 | 17.19K |
ISHARES SILVER TRSOLE | ISHARES | 43.63K | SH | $2.97M 1.06% | 0.00 | 0.00 | 43.63K |
ISHARES TRSOLE | MSCI USA MIN VOL | 31.16K | SH | $2.89M 1.03% | 0.00 | 0.00 | 31.16K |
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