INVESTMENT PARTNERS, LTD. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 10, 2026, for the 2025 Q4 period, INVESTMENT PARTNERS, LTD. held in its portfolio 147 assets valued at $285,726,807 (i.e. $285.73M).
The most valuable assets in the portfolio included: ISHARES TR ($16.98M), VANGUARD TAX-MANAGED FDS ($16.70M), and ISHARES TR ($11.95M).
The chart below shows the top 10 valuable assets, and the table below shows the top 147 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
INVESTMENT PARTNERS, LTD. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 35869 | 16976786 | RUS 1000 GRW ETF |
| VANGUARD TAX-MANAGED FDS | 267283 | 16697172 | VAN FTSE DEV MKT |
| ISHARES TR | 56816 | 11950577 | RUS 1000 VAL ETF |
| MICROSOFT CORP | 20378 | 9855272 | COM |
| APPLE INC | 35315 | 9600663 | COM |
| NVIDIA CORPORATION | 47094 | 8783034 | COM |
| VANGUARD INTL EQUITY INDEX F | 157809 | 8483817 | FTSE EMR MKT ETF |
| VANGUARD SPECIALIZED FUNDS | 30528 | 6709499 | DIV APP ETF |
| VANGUARD BD INDEX FDS | 84871 | 6688706 | SHORT TRM BOND |
| ISHARES TR | 53750 | 6625253 | S&P 500 GRWT ETF |
| ELI LILLY & CO | 5737 | 6165652 | COM |
| ISHARES TR | 112968 | 5973752 | ISHS 1-5YR INVS |
| ISHARES TR | 43240 | 5921276 | RUS MD CP GR ETF |
| JPMORGAN CHASE & CO. | 17311 | 5577883 | COM |
| ISHARES TR | 61743 | 5523521 | CORE MSCI EAFE |
| ISHARES TR | 38562 | 5439176 | RUS MDCP VAL ETF |
| ISHARES TR | 125222 | 5368272 | 0-5YR HI YL CP |
| ISHARES TR | 23709 | 5028064 | S&P 500 VAL ETF |
| ISHARES TR | 41732 | 4007524 | MSCI EAFE ETF |
| ISHARES TR | 5131 | 3514337 | CORE S&P500 ETF |
| ISHARES TR | 36432 | 3430449 | MSCI USA MIN VOL |
| SELECT SECTOR SPDR TR | 78360 | 3345197 | STATE STREET UTI |
| ISHARES TR | 17633 | 3195213 | RUS 2000 VAL ETF |
| ISHARES TR | 60270 | 3014103 | CORE INTL AGGR |
| SPDR SERIES TRUST | 27491 | 2987602 | STATE STREET SPD |
| ORACLE CORP | 14830 | 2890585 | COM |
| ISHARES TR | 8746 | 2825028 | RUS 2000 GRW ETF |
| ISHARES SILVER TR | 42900 | 2763618 | ISHARES |
| VANGUARD INDEX FDS | 9396 | 2726827 | MID CAP ETF |
| BERKSHIRE HATHAWAY INC DEL | 5415 | 2722061 | CL B NEW |
| ALPHABET INC | 7976 | 2502808 | CAP STK CL C |
| ISHARES TR | 22524 | 2412546 | NATIONAL MUN ETF |
| WALMART INC | 19818 | 2207872 | COM |
| INVESCO QQQ TR | 3546 | 2178610 | UNIT SER 1 |
| AMERICAN ELEC PWR CO INC | 18385 | 2120027 | COM |
| SPDR INDEX SHS FDS | 47329 | 2101901 | PORTFOLIO DEVLPD |
| ISHARES BITCOIN TRUST ETF | 42162 | 2093343 | SHS BEN INT |
| SPDR GOLD TR | 5232 | 2073494 | GOLD SHS |
| ALPHABET INC | 6595 | 2064362 | CAP STK CL A |
| CATERPILLAR INC | 3428 | 1964014 | COM |
| VANGUARD WHITEHALL FDS | 21263 | 1944501 | INTL DVD ETF |
| PRINCIPAL EXCHANGE TRADED FD | 99541 | 1898247 | SPECTRUM PFD |
| EXXON MOBIL CORP | 15556 | 1872068 | COM |
| ISHARES TR | 27581 | 1820366 | CORE S&P MCP ETF |
| COSTCO WHSL CORP NEW | 2102 | 1812467 | COM |
| AUTOMATIC DATA PROCESSING IN | 7042 | 1811289 | COM |
| VANGUARD INDEX FDS | 20467 | 1811132 | REAL ESTATE ETF |
| AMAZON COM INC | 7759 | 1790934 | COM |
| VANGUARD INDEX FDS | 6732 | 1736567 | SMALL CP ETF |
| VANECK ETF TRUST | 77375 | 1692965 | CEF MUNI INCOME |
| MCDONALDS CORP | 5534 | 1691351 | COM |
| DBX ETF TR | 52144 | 1615943 | XTRACK MSCI EAFE |
| PEPSICO INC | 11055 | 1586611 | COM |
| HOME DEPOT INC | 4399 | 1513775 | COM |
| VISA INC | 4182 | 1466764 | COM CL A |
| PALANTIR TECHNOLOGIES INC | 7856 | 1396404 | CL A |
| ISHARES TR | 17288 | 1200112 | CORE DIV GRWTH |
| ISHARES ETHEREUM TR | 52425 | 1175893 | SHS |
| MICRON TECHNOLOGY INC | 4017 | 1146535 | COM |
| PROCTER AND GAMBLE CO | 7599 | 1088945 | COM |
| CHEVRON CORP NEW | 7127 | 1086270 | COM |
| ASML HOLDING N V | 995 | 1064679 | N Y REGISTRY SHS |
| HUNTINGTON BANCSHARES INC | 60661 | 1052474 | COM |
| INTERNATIONAL BUSINESS MACHS | 3299 | 977167 | COM |
| CISCO SYS INC | 12653 | 974691 | COM |
| SPDR S&P 500 ETF TR | 1417 | 966270 | TR UNIT |
| ISHARES TR | 10969 | 946059 | MSCI EAFE MIN VL |
| JOHNSON & JOHNSON | 4517 | 934733 | COM |
| SELECT SECTOR SPDR TR | 17059 | 934321 | STATE STREET FIN |
| ABBVIE INC | 4074 | 930822 | COM |
| FIRST TR EXCHANGE-TRADED FD | 24104 | 923659 | SMID RISNG ETF |
| COCA COLA CO | 13089 | 915064 | COM |
| TAIWAN SEMICONDUCTOR MFG LTD | 2933 | 891420 | SPONSORED ADS |
| SELECT SECTOR SPDR TR | 5610 | 870223 | STATE STREET IND |
| ISHARES TR | 3533 | 869594 | RUSSELL 2000 ETF |
| CROWDSTRIKE HLDGS INC | 1816 | 851268 | CL A |
| TESLA INC | 1883 | 846823 | COM |
| DNP SELECT INCOME FD INC | 82262 | 821794 | COM |
| THERMO FISHER SCIENTIFIC INC | 1389 | 804591 | COM |
| VANGUARD INTL EQUITY INDEX F | 5511 | 789949 | FTSE SMCAP ETF |
| GOLDMAN SACHS GROUP INC | 856 | 752792 | COM |
| SELECT SECTOR SPDR TR | 16071 | 718550 | STATE STREET ENE |
| GENERAL DYNAMICS CORP | 2110 | 710188 | COM |
| LOCKHEED MARTIN CORP | 1463 | 707656 | COM |
| VERIZON COMMUNICATIONS INC | 17279 | 703757 | COM |
| SELECT SECTOR SPDR TR | 15450 | 700658 | STATE STREET MAT |
| ISHARES TR | 6460 | 689282 | SHRT NAT MUN ETF |
| INTUITIVE SURGICAL INC | 1198 | 678499 | COM NEW |
| BRISTOL-MYERS SQUIBB CO | 12472 | 672734 | COM |
| ABBOTT LABS | 5300 | 664081 | COM |
| VANECK ETF TRUST | 12911 | 660010 | HIGH YLD MUNIETF |
| NORTHROP GRUMMAN CORP | 1047 | 597044 | COM |
| ISHARES TR | 4900 | 595911 | CORE HIGH DV ETF |
| DISNEY WALT CO | 5185 | 589898 | COM |
| VANGUARD SCOTTSDALE FDS | 6386 | 589396 | VNG RUS1000VAL |
| INVESCO EXCHANGE TRADED FD T | 3031 | 580540 | S&P500 EQL WGT |
| GILEAD SCIENCES INC | 4645 | 570108 | COM |
| ENBRIDGE INC | 11574 | 553595 | COM |
| MERCK & CO INC | 5021 | 528503 | COM |
| ISHARES TR | 10541 | 503128 | CORE 40/60 MODER |
| GE AEROSPACE | 1601 | 493092 | COM NEW |
| ISHARES TR | 3478 | 490948 | SELECT DIVID ETF |
| SELECT SECTOR SPDR TR | 6300 | 489384 | STATE STREET CON |
| BLACKROCK INC | 441 | 472362 | COM |
| CINCINNATI FINL CORP | 2862 | 467402 | COM |
| VISTRA CORP | 2686 | 433348 | COM |
| ANALOG DEVICES INC | 1593 | 432124 | COM |
| PFIZER INC | 17349 | 431989 | COM |
| HONEYWELL INTL INC | 2208 | 430701 | COM |
| ALLSTATE CORP | 2066 | 429951 | COM |
| PARK NATL CORP | 2780 | 423060 | COM |
| EATON CORP PLC | 1315 | 418746 | SHS |
| BANK AMERICA CORP | 7486 | 411755 | COM |
| ISHARES TR | 3627 | 399514 | TRUST ISHARE 0-1 |
| AFFILIATED MANAGERS GROUP IN | 1380 | 397874 | COM |
| INTEL CORP | 10717 | 395461 | COM |
| INVESCO EXCH TRADED FD TR II | 18480 | 388085 | SR LN ETF |
| MORGAN STANLEY | 2075 | 368349 | COM NEW |
| VANGUARD INDEX FDS | 753 | 367505 | GROWTH ETF |
| PALO ALTO NETWORKS INC | 1968 | 362506 | COM |
| BOEING CO | 1659 | 360300 | COM |
| INVESCO EXCH TRADED FD TR II | 5025 | 358865 | S&P500 LOW VOL |
| AFLAC INC | 3142 | 346493 | COM |
| VERTIV HOLDINGS CO | 2005 | 324805 | COM CL A |
| CAVA GROUP INC | 5413 | 317689 | COM |
| NEXTERA ENERGY INC | 3853 | 309324 | COM |
| COLGATE PALMOLIVE CO | 3899 | 308118 | COM |
| MARSH & MCLENNAN COS INC | 1658 | 307597 | COM |
| KLA CORP | 250 | 303770 | COM NEW |
| STARBUCKS CORP | 3587 | 302079 | COM |
| META PLATFORMS INC | 451 | 297912 | CL A |
| GLOBAL X FDS | 6041 | 288699 | US INFR DEV ETF |
| ISHARES TR | 5985 | 288357 | FUTURE AI & TECH |
| ISHARES TR | 5125 | 277006 | MSCI INDIA ETF |
| YUM BRANDS INC | 1810 | 273882 | COM |
| DIGITAL RLTY TR INC | 1740 | 269195 | COM |
| WELLS FARGO CO NEW | 2873 | 267787 | COM |
| AT&T INC | 10521 | 261337 | COM |
| SPDR S&P MIDCAP 400 ETF TR | 424 | 255791 | UTSER1 S&PDCRP |
| JACOBS SOLUTIONS INC | 1879 | 248828 | COM |
| PHILLIPS 66 | 1879 | 242425 | COM |
| GENERAL MLS INC | 5097 | 237029 | COM |
| GE VERNOVA INC | 358 | 234158 | COM |
| ISHARES TR | 1913 | 229932 | CORE S&P SCP ETF |
| S&P GLOBAL INC | 403 | 210672 | COM |
| AMGEN INC | 632 | 206935 | COM |
| PENNANTPARK FLOATING RATE CA | 10000 | 92700 | COM |
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