Universe · entity
INVESTMENT PARTNERS, LTD.
Institutional manager (13F) · CIK 1050068
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $217M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | VANGUARD TAX-MANAGED FDS | $18M | 277,622 |
| 2 | ISHARES TR | $15M | 34,714 |
| 3 | ISHARES TR | $12M | 56,778 |
| 4 | APPLE INC | $9M | 35,289 |
| 5 | VANGUARD INTL EQUITY INDEX F | $8M | 155,045 |
| 6 | NVIDIA CORPORATION | $8M | 46,256 |
| 7 | MICROSOFT CORP | $7M | 20,221 |
| 8 | VANGUARD BD INDEX FDS | $7M | 92,321 |
| 9 | VANGUARD SPECIALIZED FUNDS | $7M | 30,419 |
| 10 | ISHARES TR | $6M | 119,733 |
| 11 | ISHARES TR | $6M | 55,002 |
| 12 | ISHARES TR | $6M | 43,092 |
| 13 | ISHARES TR | $6M | 60,903 |
| 14 | ISHARES TR | $5M | 37,647 |
| 15 | ELI LILLY & CO | $5M | 5,760 |
| 16 | ISHARES TR | $5M | 24,392 |
| 17 | JPMORGAN CHASE & CO | $5M | 17,286 |
| 18 | ISHARES TR | $5M | 115,384 |
| 19 | ISHARES TR | $4M | 41,681 |
| 20 | SELECT SECTOR SPDR TR | $4M | 78,293 |
| 21 | ISHARES TR | $3M | 67,040 |
| 22 | ISHARES TR | $3M | 5,013 |
| 23 | ISHARES TR | $3M | 17,194 |
| 24 | ISHARES SILVER TR | $3M | 43,635 |
| 25 | ISHARES TR | $3M | 31,162 |
| 26 | ISHARES TR | $3M | 8,658 |
| 27 | VANGUARD INDEX FDS | $3M | 9,279 |
| 28 | EXXON MOBIL CORP | $3M | 15,611 |
| 29 | BERKSHIRE HATHAWAY INC DEL | $2M | 5,144 |
| 30 | CATERPILLAR INC | $2M | 3,436 |
| 31 | ISHARES TR | $2M | 22,707 |
| 32 | AMERICAN ELEC PWR CO INC | $2M | 18,044 |
| 33 | WALMART INC | $2M | 18,629 |
| 34 | ALPHABET INC | $2M | 8,014 |
| 35 | SPDR SERIES TRUST | $2M | 15,509 |
| 36 | ORACLE CORP | $2M | 15,313 |
| 37 | SPDR GOLD TR | $2M | 5,222 |
| 38 | SPDR INDEX SHS FDS | $2M | 45,918 |
| 39 | COSTCO WHOLESALE CORPORATION | $2M | 2,090 |
| 40 | INVESCO QQQ TR | $2M | 3,367 |
| 41 | ALPHABET INC | $2M | 6,604 |
| 42 | VANGUARD WHITEHALL FDS | $2M | 21,263 |
| 43 | PRINCIPAL EXCHANGE TRADED FD | $2M | 99,541 |
| 44 | ISHARES TR | $2M | 27,512 |
| 45 | VANGUARD INDEX FDS | $2M | 20,468 |
| 46 | VANGUARD INDEX FDS | $2M | 6,611 |
| 47 | PEPSICO INC | $2M | 11,074 |
| 48 | MCDONALDS CORP | $2M | 5,499 |
| 49 | DBX ETF TR | $2M | 52,050 |
| 50 | VANECK ETF TRUST | $2M | 77,375 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.