Filed: 8/8/2025ACC: 0001085146-25-004715
📋 What this filing means
INVESTMENT PARTNERS, LTD. filed this quarterly 13F‑HR report disclosing 158 equity positions with a total reported market value of $264.22M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
158
Positions
$264.22M
Total AUM (reported)
2.70M
Total Shares
Allocation by class
COM$88.08M33.3%
RUS 1000 GRW ETF$15.36M5.8%
VAN FTSE DEV MKT$14.32M5.4%
RUS 1000 VAL ETF$11.24M4.3%
FTSE EMR MKT ETF$7.58M2.9%
DIV APP ETF$6.19M2.3%
S&P 500 GRWT ETF$5.92M2.2%
Portfolio Concentration
Top 3$40.92M15.5%
4–10$50.43M19.1%
11–25$63.50M24.0%
Rest$109.37M41.4%
Top 3 weight
15.5%
Top 10 weight
34.6%
Voting Authority Distribution
Total shares with voting rights: 2.70M
Sole
Full voting authority
2.70M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole158
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings158
Rows:
ISHARES TR
SOLEShares36.18K
TypeSH
Market value$15.36M
5.81%
Sole
36.18K
Shared
0.00
None
0.00
VANGUARD TAX-MANAGED FDS
SOLEShares251.12K
TypeSH
Market value$14.32M
5.42%
Sole
251.12K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares57.86K
TypeSH
Market value$11.24M
4.25%
Sole
57.86K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares20.92K
TypeSH
Market value$10.41M
3.94%
Sole
20.92K
Shared
0.00
None
0.00
VANGUARD INTL EQUITY INDEX F
SOLEShares153.17K
TypeSH
Market value$7.58M
2.87%
Sole
153.17K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares47.33K
TypeSH
Market value$7.48M
2.83%
Sole
47.33K
Shared
0.00
None
0.00
APPLE INC
SOLEShares34.59K
TypeSH
Market value$7.10M
2.69%
Sole
34.59K
Shared
0.00
None
0.00
VANGUARD SPECIALIZED FUNDS
SOLEShares30.25K
TypeSH
Market value$6.19M
2.34%
Sole
30.25K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares53.75K
TypeSH
Market value$5.92M
2.24%
Sole
53.75K
Shared
0.00
None
0.00
VANGUARD BD INDEX FDS
SOLEShares73.26K
TypeSH
Market value$5.77M
2.18%
Sole
73.26K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares40.41K
TypeSH
Market value$5.60M
2.12%
Sole
40.41K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares18.09K
TypeSH
Market value$5.25M
1.99%
Sole
18.09K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares62.25K
TypeSH
Market value$5.20M
1.97%
Sole
62.25K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares97.64K
TypeSH
Market value$5.15M
1.95%
Sole
97.64K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares37.64K
TypeSH
Market value$4.97M
1.88%
Sole
37.64K
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares6.30K
TypeSH
Market value$4.91M
1.86%
Sole
6.30K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares23.70K
TypeSH
Market value$4.63M
1.75%
Sole
23.70K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares107.10K
TypeSH
Market value$4.62M
1.75%
Sole
107.10K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares47.81K
TypeSH
Market value$4.27M
1.62%
Sole
47.81K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares36.32K
TypeSH
Market value$3.41M
1.29%
Sole
36.32K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares14.89K
TypeSH
Market value$3.26M
1.23%
Sole
14.89K
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares17.30K
TypeSH
Market value$3.21M
1.22%
Sole
17.30K
Shared
0.00
None
0.00
SELECT SECTOR SPDR TR
SOLEShares39.09K
TypeSH
Market value$3.19M
1.21%
Sole
39.09K
Shared
0.00
None
0.00
ISHARES TR
SOLEShares4.95K
TypeSH
Market value$3.07M
1.16%
Sole
4.95K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares5.66K
TypeSH
Market value$2.75M
1.04%
Sole
5.66K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ISHARES TRSOLE | RUS 1000 GRW ETF | 36.18K | SH | $15.36M 5.81% | 36.18K | 0.00 | 0.00 |
VANGUARD TAX-MANAGED FDSSOLE | VAN FTSE DEV MKT | 251.12K | SH | $14.32M 5.42% | 251.12K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS 1000 VAL ETF | 57.86K | SH | $11.24M 4.25% | 57.86K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 20.92K | SH | $10.41M 3.94% | 20.92K | 0.00 | 0.00 |
VANGUARD INTL EQUITY INDEX FSOLE | FTSE EMR MKT ETF | 153.17K | SH | $7.58M 2.87% | 153.17K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 47.33K | SH | $7.48M 2.83% | 47.33K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 34.59K | SH | $7.10M 2.69% | 34.59K | 0.00 | 0.00 |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 30.25K | SH | $6.19M 2.34% | 30.25K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 GRWT ETF | 53.75K | SH | $5.92M 2.24% | 53.75K | 0.00 | 0.00 |
VANGUARD BD INDEX FDSSOLE | SHORT TRM BOND | 73.26K | SH | $5.77M 2.18% | 73.26K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS MD CP GR ETF | 40.41K | SH | $5.60M 2.12% | 40.41K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 18.09K | SH | $5.25M 1.99% | 18.09K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE MSCI EAFE | 62.25K | SH | $5.20M 1.97% | 62.25K | 0.00 | 0.00 |
ISHARES TRSOLE | ISHS 1-5YR INVS | 97.64K | SH | $5.15M 1.95% | 97.64K | 0.00 | 0.00 |
ISHARES TRSOLE | RUS MDCP VAL ETF | 37.64K | SH | $4.97M 1.88% | 37.64K | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 6.30K | SH | $4.91M 1.86% | 6.30K | 0.00 | 0.00 |
ISHARES TRSOLE | S&P 500 VAL ETF | 23.70K | SH | $4.63M 1.75% | 23.70K | 0.00 | 0.00 |
ISHARES TRSOLE | 0-5YR HI YL CP | 107.10K | SH | $4.62M 1.75% | 107.10K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI EAFE ETF | 47.81K | SH | $4.27M 1.62% | 47.81K | 0.00 | 0.00 |
ISHARES TRSOLE | MSCI USA MIN VOL | 36.32K | SH | $3.41M 1.29% | 36.32K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 14.89K | SH | $3.26M 1.23% | 14.89K | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 17.30K | SH | $3.21M 1.22% | 17.30K | 0.00 | 0.00 |
SELECT SECTOR SPDR TRSOLE | SBI INT-UTILS | 39.09K | SH | $3.19M 1.21% | 39.09K | 0.00 | 0.00 |
ISHARES TRSOLE | CORE S&P500 ETF | 4.95K | SH | $3.07M 1.16% | 4.95K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 5.66K | SH | $2.75M 1.04% | 5.66K | 0.00 | 0.00 |
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