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INVESTMENT PARTNERS, LTD.
Period ended Sep 30, 2026 · Latest filing Oct 29, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $648,032,872
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- VANGUARD TAX-MANAGED FDS · VAN FTSE DEV MKT · 921943858 · shares: $40,275,634
- ISHARES TR · RUS 1000 GRW ETF · 464287614 · shares: $32,472,782
- ISHARES TR · RUS 1000 VAL ETF · 464287598 · shares: $25,893,453
- NVIDIA CORPORATION · COM · 67066G104 · shares: $20,670,667
- VANGUARD INTL EQUITY INDEX F · FTSE EMR MKT ETF · 922042858 · shares: $19,428,692
- APPLE INC · COM · 037833100 · shares: $19,092,386
- VANGUARD BD INDEX FDS · SHORT TRM BOND · 921937827 · shares: $16,506,385
- ISHARES TR · S&P 500 GRWT ETF · 464287309 · shares: $16,469,056
- MICROSOFT CORP · COM · 594918104 · shares: $15,415,732
- ISHARES TR · ISHS 1-5YR INVS · 464288646 · shares: $14,314,732
Reported holdings
231 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | — | 570,397 shares | $40,275,634 |
| ISHARES TR | RUS 1000 GRW ETF | 464287614 | — | 259,242 shares | $32,472,782 |
| ISHARES TR | RUS 1000 VAL ETF | 464287598 | — | 104,438 shares | $25,893,453 |
| NVIDIA CORPORATION | COM | 67066G104 | — | 90,510 shares | $20,670,667 |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 922042858 | — | 327,580 shares | $19,428,692 |
| APPLE INC | COM | 037833100 | — | 57,332 shares | $19,092,386 |
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 921937827 | — | 216,052 shares | $16,506,385 |
| ISHARES TR | S&P 500 GRWT ETF | 464287309 | — | 115,767 shares | $16,469,056 |
| MICROSOFT CORP | COM | 594918104 | — | 30,056 shares | $15,415,732 |
| ISHARES TR | ISHS 1-5YR INVS | 464288646 | — | 279,420 shares | $14,314,732 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | — | 57,716 shares | $13,465,540 |
| ISHARES TR | CORE MSCI EAFE | 46432F842 | — | 128,612 shares | $12,459,900 |
| ISHARES TR | RUS MDCP VAL ETF | 464287473 | — | 74,046 shares | $11,902,098 |
| ISHARES TR | RUS MD CP GR ETF | 464287481 | — | 86,143 shares | $11,859,990 |
| ISHARES TR | S&P 500 VAL ETF | 464287408 | — | 47,298 shares | $10,797,133 |
| JPMORGAN CHASE & CO | COM | 46625H100 | — | 30,864 shares | $10,210,950 |
| ISHARES TR | 0-5YR HI YL CP | 46434V407 | — | 238,250 shares | $9,827,850 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 18,967 shares | $9,445,037 |
| MICRON TECHNOLOGY INC | COM | 595112103 | — | 8,793 shares | $9,366,134 |
| ISHARES TR | MSCI EAFE ETF | 464287465 | — | 82,597 shares | $8,581,002 |
| ISHARES TR | CORE S&P500 ETF | 464287200 | — | 11,174 shares | $8,557,063 |
| ELI LILLY & CO | COM | 532457108 | — | 7,314 shares | $8,463,234 |
| ISHARES TR | CORE INTL AGGR | 46435G672 | — | 153,497 shares | $7,552,078 |
| ISHARES TR | RUS 2000 VAL ETF | 464287630 | — | 34,141 shares | $7,150,978 |
| ISHARES TR | RUS 2000 GRW ETF | 464287648 | — | 17,364 shares | $6,197,868 |
| SELECT SECTOR SPDR TR | ST STR UTIL ETF | 81369Y886 | — | 154,792 shares | $6,105,004 |
| ISHARES TR | US TREAS BD ETF | 46429B267 | — | 260,724 shares | $5,702,028 |
| VANGUARD INDEX FDS | MRNGSTR MID CAP | 922908629 | — | 71,696 shares | $5,622,424 |
| ISHARES TR | NATIONAL MUN ETF | 464288414 | — | 54,572 shares | $5,517,230 |
| SPDR INDEX SHS FDS | ST STR PO EX ETF | 78463X889 | — | 103,974 shares | $5,220,563 |
| ISHARES TR | MSCI USA MIN ETF | 46429B697 | — | 53,258 shares | $5,189,528 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 | — | 6,818 shares | $5,044,105 |
| SPDR SERIES TRUST | ST STR SP DIV | 78464A763 | — | 33,944 shares | $4,972,206 |
| EXXONMOBIL HOLDINGS CORP | COM SHS | 30233Q108 | — | 30,034 shares | $4,888,148 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 14,132 shares | $4,815,227 |
| ISHARES SILVER TR | ISHARES | 46428Q109 | — | 85,460 shares | $4,658,425 |
| ISHARES TR | RUS 1000 ETF | 464287622 | — | 11,174 shares | $4,649,880 |
| ISHARES TR | MBS ETF | 464288588 | — | 47,764 shares | $4,280,610 |
| CATERPILLAR INC | COM | 149123101 | — | 4,972 shares | $4,030,443 |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 | — | 42,526 shares | $4,015,304 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 | — | 84,235 shares | $3,987,685 |
| SPDR GOLD TR | GOLD SHS | 78463V107 | — | 10,188 shares | $3,879,997 |
| PRINCIPAL EXCHANGE TRADED FD | SPECTRUM PFD | 74255Y888 | — | 211,070 shares | $3,873,118 |
| ISHARES TR | CORE S&P MCP ETF | 464287507 | — | 53,793 shares | $3,870,386 |
| VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | — | 40,944 shares | $3,669,890 |
| CROWDSTRIKE HLDGS INC | CL A | 22788C105 | — | 13,848 shares | $3,666,258 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 4,018 shares | $3,657,501 |
| VANGUARD INDEX FDS | MRNGSTR SML CAP | 922908751 | — | 12,797 shares | $3,640,444 |
| ASML HLDG NV | N Y REGISTRY SHS | N07059210 | — | 1,999 shares | $3,622,578 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 10,529 shares | $3,622,454 |
| DBX ETF TR | XTRACK MSCI EAFE | 233051630 | — | 103,610 shares | $3,351,784 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000VAL | 92206C714 | — | 28,703 shares | $3,119,935 |
| VANECK ETF TRUST | CEF MUNI INCOME | 92189F460 | — | 161,082 shares | $3,095,990 |
| AMAZON COM INC | COM | 023135106 | — | 12,426 shares | $3,095,774 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | — | 16,546 shares | $3,094,929 |
| ORACLE CORP | COM | 68389X105 | — | 21,824 shares | $2,996,421 |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | 78462F103 | — | 3,877 shares | $2,956,715 |
| CHEVRON CORPORATION | COM | 166764100 | — | 14,275 shares | $2,915,040 |
| ABBVIE INC | COM | 00287Y109 | — | 10,925 shares | $2,858,019 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 10,462 shares | $2,769,562 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | — | 10,250 shares | $2,644,955 |
| AMERICAN ELEC PWR CO INC | COM | 025537101 | — | 21,688 shares | $2,573,097 |
| EATON CORP PLC | SHS | G29183103 | — | 5,939 shares | $2,551,602 |
| MCDONALDS CORP | COM | 580135101 | — | 10,855 shares | $2,506,622 |
| WALMART INC | COM | 931142103 | — | 23,419 shares | $2,433,588 |
| PEPSICO INC | COM | 713448108 | — | 19,029 shares | $2,411,118 |
| PROCTER & GAMBLE CO | COM | 742718109 | — | 15,959 shares | $2,318,578 |
| CISCO SYS INC | COM | 17275R102 | — | 20,938 shares | $2,253,563 |
| ISHARES TR | CORE DIV GRWTH | 46434V621 | — | 29,570 shares | $2,229,216 |
| ISHARES ETHEREUM TR | SHS | 46438R105 | — | 109,370 shares | $2,200,524 |
| SPDR SERIES TRUST | ST INTER BD ETF | 78464A375 | — | 67,918 shares | $2,192,394 |
| VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 92206C870 | — | 26,962 shares | $2,111,394 |
| ISHARES TR | RUSSELL 2000 ETF | 464287655 | — | 7,481 shares | $2,078,803 |
| SELECT SECTOR SPDR TR | ST STR ENERG ETF | 81369Y506 | — | 32,366 shares | $1,990,490 |
| HUNTINGTON BANCSHARES INC | COM | 446150104 | — | 123,165 shares | $1,879,509 |
| COCA COLA CO | COM | 191216100 | — | 21,507 shares | $1,851,232 |
| SELECT SECTOR SPDR TR | ST STR INDL ETF | 81369Y704 | — | 10,928 shares | $1,824,758 |
| VISA INC | COM CL A | 92826C839 | — | 4,944 shares | $1,776,442 |
| VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 92206C680 | — | 13,705 shares | $1,766,962 |
| ISHARES TR | MSCI EAFE MIN VL | 46429B689 | — | 19,234 shares | $1,752,598 |
| ISHARES TR | SHRT NAT MUN ETF | 464288158 | — | 15,950 shares | $1,667,457 |
| SELECT SECTOR SPDR TR | ST STR FINL ETF | 81369Y605 | — | 30,940 shares | $1,652,196 |
| VANGUARD INTL EQUITY INDEX F | FTSE SMCAP ETF | 922042718 | — | 10,260 shares | $1,592,913 |
| INTEL CORP | COM | 458140100 | — | 13,143 shares | $1,580,198 |
| HOME DEPOT INC | COM | 437076102 | — | 5,390 shares | $1,533,228 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | — | 2 shares | $1,494,010 |
| TAIWAN SEMICONDUCTOR MANUFAC | SPONSORED ADS | 874039100 | — | 3,221 shares | $1,469,259 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 | — | 1,576 shares | $1,419,788 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 | — | 6,313 shares | $1,388,370 |
| VANGUARD MALVERN FDS | STRM INFPROIDX | 922020805 | — | 27,436 shares | $1,350,400 |
| TESLA INC | COM | 88160R101 | — | 3,761 shares | $1,334,442 |
| ISHARES TR | CORE HIGH DV ETF | 46429B663 | — | 46,361 shares | $1,296,258 |
| GE AEROSPACE | COM NEW | 369604301 | — | 4,146 shares | $1,294,852 |
| ISHARES TR | FUTU AI TECH ETF | 46435U556 | — | 16,408 shares | $1,285,038 |
| MERCK & CO INC | COM | 58933Y105 | — | 8,813 shares | $1,280,629 |
| SELECT SECTOR SPDR TR | ST STR MATER ETF | 81369Y100 | — | 26,176 shares | $1,274,772 |
| PALO ALTO NETWORKS INC | COM | 697435105 | — | 3,179 shares | $1,263,048 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 | — | 19,162 shares | $1,195,657 |
| INTUITIVE SURGICAL INC | COM NEW | 46120E602 | — | 2,854 shares | $1,160,522 |
| ALAMO GROUP INC | COM | 011311107 | — | 7,457 shares | $1,154,120 |