2026 Q3 Portfolio Activity
In 2026 Q3, INVESTMENT PARTNERS, LTD. maintained a portfolio of 231 distinct positions. The most significant new addition was ISHARES TR, now representing 0.88% of the total fund value. They heavily accumulated shares in BERKSHIRE HATHAWAY INC DEL, increasing the position by 266.2%.
Position History
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Total Positions
231
Quarter
2026 Q3
Top Holding
VEA (6.2%)
Top 10 Concentration
34.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 231
INVESTMENT PARTNERS, LTD. Full Holdings List — 2026 Q3
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
VEA
VANGUARD TAX-MA...
|
ETF | 6.22% | 6.49% |
#1
Prev: #1
|
7.5 |
—
|
279,114 | 95.8% |
P
S
|
570,397 | $40,275,634 | 2014 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
IWF
ISHARES TR
|
ETF | 5.01% | 5.38% |
#2
Prev: #2
|
6.5 |
—
|
120,729 | 87.2% |
P
S
|
259,242 | $32,472,782 | 2014 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
IWD
ISHARES TR
|
ETF | 4.00% | 4.31% |
#3
Prev: #3
|
5.6 |
—
|
47,499 | 83.4% |
P
S
|
104,438 | $25,893,453 | 2014 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 3.19% | 2.90% |
#4
2
Prev: #6
|
4.8 |
—
|
44,143 | 95.2% |
P
S
|
90,510 | $20,670,667 | 2021 Q2 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
VWO
VANGUARD INTL E...
|
ETF | 3.00% | 2.99% |
#5
Prev: #5
|
4.7 |
—
|
167,280 | 104.4% |
P
S
|
327,580 | $19,428,692 | 2014 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
AAPL
APPLE INC
|
Technology | 2.95% | 3.21% |
#6
2
Prev: #4
|
4.2 |
—
|
21,863 | 61.6% |
P
S
|
57,332 | $19,092,386 | 2014 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
BSV
VANGUARD BD IND...
|
Bond/Debt | 2.55% | 2.51% |
#7
Prev: #7
|
4.0 |
—
|
112,858 | 109.4% |
P
S
|
216,052 | $16,506,385 | 2016 Q1 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
IVW
ISHARES TR
|
Warrant | 2.54% | 2.37% |
#8
Prev: #8
|
4.0 |
—
|
60,675 | 110.1% |
P
S
|
115,767 | $16,469,056 | 2014 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 2.38% | 2.31% |
#9
Prev: #9
|
4.0 |
—
|
10,239 | 51.7% |
P
S
|
30,056 | $15,415,732 | 2014 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
IGSB
ISHARES TR
|
ETF | 2.21% | 2.22% |
#10
Prev: #10
|
3.9 |
—
|
143,649 | 105.8% |
P
S
|
279,420 | $14,314,732 | 2014 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
VIG
VANGUARD SPECIA...
|
ETF | 2.08% | 2.11% |
#11
1
Prev: #12
|
3.8 |
—
|
29,252 | 102.8% |
P
S
|
57,716 | $13,465,540 | 2014 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
IEFA
ISHARES TR
|
ETF | 1.92% | 1.83% |
#12
3
Prev: #15
|
3.8 |
—
|
67,926 | 111.9% |
P
S
|
128,612 | $12,459,900 | 2017 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
IWS
ISHARES TR
|
ETF | 1.84% | 1.99% |
#13
1
Prev: #14
|
3.7 |
—
|
35,314 | 91.2% |
P
S
|
74,046 | $11,902,098 | 2014 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
IWP
ISHARES TR
|
ETF | 1.83% | 2.03% |
#14
1
Prev: #13
|
3.7 |
—
|
41,859 | 94.5% |
P
S
|
86,143 | $11,859,990 | 2014 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
IVE
ISHARES TR
|
ETF | 1.67% | 1.74% |
#15
2
Prev: #17
|
3.7 |
—
|
22,811 | 93.2% |
P
S
|
47,298 | $10,797,133 | 2014 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 1.58% | 1.79% |
#16
Prev: #16
|
3.6 |
—
|
13,380 | 76.5% |
P
S
|
30,864 | $10,210,950 | 2014 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
SHYG
ISHARES TR
|
ETF | 1.52% | 1.70% |
#17
1
Prev: #18
|
3.6 |
—
|
110,115 | 85.9% |
P
S
|
238,250 | $9,827,850 | 2017 Q1 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 1.46% | 0.81% |
#18
13
Prev: #31
|
3.6 |
—
|
13,787 | 266.2% |
P
S
|
18,967 | $9,445,037 | 2014 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
MU
MICRON TECHNOLO...
|
Technology | 1.45% | 1.60% |
#19
Prev: #19
|
3.6 |
—
|
4,346 | 97.7% |
P
S
|
8,793 | $9,366,134 | 2022 Q3 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
EFA
ISHARES TR
|
ETF | 1.32% | 1.35% |
#20
Prev: #20
|
3.5 |
—
|
40,916 | 98.2% |
P
S
|
82,597 | $8,581,002 | 2014 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
IVV
ISHARES TR
|
ETF | 1.32% | 1.17% |
#21
2
Prev: #23
|
3.5 |
—
|
6,190 | 124.2% |
P
S
|
11,174 | $8,557,063 | 2014 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 1.31% | 2.13% |
#22
11
Prev: #11
|
3.0 |
—
|
1,627 | 28.6% |
P
S
|
7,314 | $8,463,234 | 2014 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
IAGG
ISHARES TR
|
Bond/Debt | 1.17% | 1.21% |
#23
1
Prev: #22
|
3.5 |
—
|
77,113 | 101.0% |
P
S
|
153,497 | $7,552,078 | 2022 Q1 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
IWN
ISHARES TR
|
ETF | 1.10% | 1.22% |
#24
3
Prev: #21
|
3.4 |
—
|
16,547 | 94.0% |
P
S
|
34,141 | $7,150,978 | 2014 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
IWO
ISHARES TR
|
ETF | 0.96% | 1.09% |
#25
1
Prev: #26
|
3.4 |
—
|
8,486 | 95.6% |
P
S
|
17,364 | $6,197,868 | 2014 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
XLU
SELECT SECTOR S...
|
ETF | 0.94% | 1.10% |
#26
1
Prev: #25
|
3.4 |
—
|
77,396 | 100.0% |
P
S
|
154,792 | $6,105,004 | 2014 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
GOVT
ISHARES TR
|
ETF | 0.88% | — |
#27
Prev: #—
|
3.9 |
—
|
260,724 | — |
NEW
|
260,724 | $5,702,028 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
VO
VANGUARD INDEX ...
|
ETF | 0.87% | 0.90% |
#28
1
Prev: #29
|
3.3 |
—
|
35,850 | 100.0% |
P
S
|
71,696 | $5,622,424 | 2020 Q1 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
MUB
ISHARES TR
|
ETF | 0.85% | 0.92% |
#29
1
Prev: #28
|
3.3 |
—
|
27,095 | 98.6% |
P
S
|
54,572 | $5,517,230 | 2015 Q1 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
SPDW
SPDR INDEX SHS ...
|
ETF | 0.81% | 0.74% |
#30
5
Prev: #35
|
3.3 |
—
|
56,976 | 121.2% |
P
S
|
103,974 | $5,220,563 | 2015 Q1 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
USMV
ISHARES TR
|
ETF | 0.80% | 0.94% |
#31
4
Prev: #27
|
3.3 |
—
|
22,067 | 70.7% |
P
S
|
53,258 | $5,189,528 | 2016 Q3 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
QQQ
INVESCO QQQ TR
|
ETF | 0.78% | 0.79% |
#32
Prev: #32
|
3.3 |
—
|
3,397 | 99.3% |
P
S
|
6,818 | $5,044,105 | 2016 Q1 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
SDY
SPDR SERIES TRU...
|
Unknown | 0.77% | 0.74% |
#33
3
Prev: #36
|
3.3 |
—
|
18,435 | 118.9% |
P
S
|
33,944 | $4,972,206 | 2014 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
XOM
EXXONMOBIL HOLD...
|
Energy | 0.75% | 0.66% |
#34
5
Prev: #39
|
3.3 |
—
|
14,575 | 94.3% |
P
S
|
30,034 | $4,888,148 | 2014 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.74% | 0.90% |
#35
5
Prev: #30
|
3.3 |
—
|
6,023 | 74.3% |
P
S
|
14,132 | $4,815,227 | 2016 Q3 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
SLV
ISHARES SILVER ...
|
ETF | 0.72% | 0.73% |
#36
1
Prev: #37
|
3.3 |
—
|
41,795 | 95.7% |
P
S
|
85,460 | $4,658,425 | 2015 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
IWB
ISHARES TR
|
ETF | 0.72% | — |
#37
Prev: #—
|
3.8 |
—
|
11,174 | — |
NEW
|
11,174 | $4,649,880 | 2022 Q3 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
MBB
ISHARES TR
|
ETF | 0.66% | — |
#38
Prev: #—
|
3.8 |
—
|
47,764 | — |
NEW
|
47,764 | $4,280,610 | 2026 Q3 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
CAT
CATERPILLAR INC
|
Industrials | 0.62% | 1.13% |
#39
15
Prev: #24
|
2.7 |
—
|
1,566 | 46.0% |
P
S
|
4,972 | $4,030,443 | 2014 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
VIGI
VANGUARD WHITEH...
|
Bond/Debt | 0.62% | 0.62% |
#40
3
Prev: #43
|
3.2 |
—
|
21,263 | 100.0% |
P
S
|
42,526 | $4,015,304 | 2020 Q2 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
IBIT
ISHARES BITCOIN...
|
Bond/Debt | 0.62% | 0.44% |
#41
18
Prev: #59
|
3.2 |
—
|
42,073 | 99.8% |
P
S
|
84,235 | $3,987,685 | 2024 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
GLD
SPDR GOLD TR
|
ETF | 0.60% | 0.60% |
#42
4
Prev: #46
|
3.2 |
—
|
4,966 | 95.1% |
P
S
|
10,188 | $3,879,997 | 2016 Q1 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
PREF
PRINCIPAL EXCHA...
|
Preferred | 0.60% | 0.59% |
#43
5
Prev: #48
|
3.2 |
—
|
112,007 | 113.1% |
P
S
|
211,070 | $3,873,118 | 2022 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
IJH
ISHARES TR
|
ETF | 0.60% | 0.65% |
#44
4
Prev: #40
|
3.2 |
—
|
26,940 | 100.3% |
P
S
|
53,793 | $3,870,386 | 2014 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
VNQ
VANGUARD INDEX ...
|
ETF | 0.57% | 0.62% |
#45
1
Prev: #44
|
3.2 |
—
|
20,473 | 100.0% |
P
S
|
40,944 | $3,669,890 | 2014 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
CRWD
CROWDSTRIKE HLD...
|
Technology | 0.57% | 0.41% |
#46
14
Prev: #60
|
3.2 |
—
|
12,117 | 700.0% |
P
S
|
13,848 | $3,666,258 | 2024 Q1 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.56% | 0.61% |
#47
2
Prev: #45
|
3.2 |
—
|
1,920 | 91.5% |
P
S
|
4,018 | $3,657,501 | 2017 Q4 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
VB
VANGUARD INDEX ...
|
ETF | 0.56% | 0.62% |
#48
6
Prev: #42
|
3.2 |
—
|
6,211 | 94.3% |
P
S
|
12,797 | $3,640,444 | 2020 Q1 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
ASML
ASML HLDG NV
|
Technology | 0.56% | 0.63% |
#49
8
Prev: #41
|
3.2 |
—
|
986 | 97.3% |
P
S
|
1,999 | $3,622,578 | 2021 Q1 | 13F Filing | 2026-09-30 | 2026-10-29 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.56% | 0.75% |
#50
16
Prev: #34
|
3.2 |
—
|
3,851 | 57.7% |
P
S
|
10,529 | $3,622,454 | 2018 Q3 | 13F Filing | 2026-09-30 | 2026-10-29 |
Showing 1-50 of 231 holdings