Q2 2026 13F · SEC CIK 1050068

Investment Partners, Ltd.

Wealth managerFiled 2026-08-04 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $319.9M
Reported positions: 167
Top holdings a year, 3 yrs: +17.1%
Assets under management: $892.3M

Investment Partners, Ltd. is a wealth manager that reported 167 positions worth $319.9M in its Q2 2026 13F, filed 2026-08-04. Its largest holdings were Vanguard Tax-Managed Fds (VEA, 6.5%), Ishares Russell 1000 Growth ETF (IWF, 5.4%), Ishares Russell 1000 Value ETF (IWD, 4.3%). A portfolio copying its top holdings returned 17.1% a year over the last 3 years, against 20.4% for the S&P 500.

Investment Partners, Ltd. holdings largest 50 of 167 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Investment Partners, Ltd. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
VEAVanguard Tax-Managed Fds	6.5%	6.3%	291,283	+4.9%	$20.8M
IWFIshares Russell 1000 Growth ETF	5.4%	5.3%	138,513	+299.0%	$17.2M
IWDIshares Russell 1000 Value ETF	4.3%	4.3%	56,939	+0.3%	$13.8M
AAPLApple Inc	3.2%	3.2%	35,469	+0.5%	$10.3M
VWOVanguard Intl Equity Index F	3.0%	3.0%	160,300	+3.4%	$9.6M
NVDANvidia Corporation Com	2.9%	2.9%	46,367	+0.2%	$9.3M
BSVVanguard Bd Index Fds Vanguard Short Ter	2.5%	2.6%	103,194	+11.8%	$8.0M
IVWIshares	2.4%	2.2%	55,092	+0.2%	$7.6M
MSFTMicrosoft Corp	2.3%	2.7%	19,817	-2.0%	$7.4M
IGSBIshares 1-3 Yr Credit Bond ETF	2.2%	2.2%	135,771	+13.4%	$7.1M
LLYLilly Eli & Co	2.1%	1.9%	5,687	-1.3%	$6.8M
VIGVanguard Dividend Appreciation ETF	2.1%	2.3%	28,464	-6.4%	$6.7M
IWPIshares Russell Mid-Cap Growth ETF	2.0%	2.0%	44,284	+2.8%	$6.5M
IWSIshares Russell Mid-Cap Value ETF	2.0%	2.0%	38,732	+2.9%	$6.4M
IEFAIshares Core Msci Eafe ETF	1.8%	2.0%	60,686	-0.4%	$5.9M
JPMJpmorgan Chase & Co	1.8%	1.8%	17,484	+1.1%	$5.7M
IVEIshares S&p 500 Value ETF	1.7%	1.8%	24,487	+0.4%	$5.6M
SHYGIshares Tr	1.7%	1.7%	128,135	+11.1%	$5.4M
MUMicron Technology Inc	1.6%	—	4,447	—	$5.1M
EFAiShs MSCI EAFE	1.4%	1.4%	41,681	+0.0%	$4.3M
IWNIshares Russell 2000 Value ETF	1.2%	1.2%	17,594	+2.3%	$3.9M
IAGGiShares International Aggregate Bond Fun	1.2%	1.2%	76,384	+13.9%	$3.9M
IVVIshares Core S&p 500 ETF	1.2%	1.2%	4,984	-0.6%	$3.7M
CATCaterpillar Inc Com	1.1%	0.9%	3,406	-0.9%	$3.6M
XLUSpdr	1.1%	1.3%	77,396	-1.1%	$3.5M
IWOIshares Russell 2000 Growth ETF	1.1%	1.0%	8,878	+2.5%	$3.5M
USMVIshares Msci USA Min Volfctr ETF	0.9%	1.0%	31,191	+0.1%	$3.0M
MUBIshares National Muni Bond ETF	0.9%	0.9%	27,477	+21.0%	$3.0M
VOVanguard Index Fds	0.9%	0.9%	35,846	+286.3%	$2.9M
GOOGAlphabet Inc	0.9%	0.8%	8,109	+1.2%	$2.9M
BRK-BBerkshire Hathaway Inc Del	0.8%	0.9%	5,180	+0.7%	$2.6M
QQQInvesco Qqq Tr	0.8%	0.7%	3,421	+1.6%	$2.5M
AEPAmerican Elec Pwr Co Inc	0.8%	0.8%	17,792	-1.4%	$2.4M
GOOGLAlphabet Inc	0.7%	0.7%	6,678	+1.1%	$2.4M
SPDWSPDR Portfolio Developed World	0.7%	0.7%	46,998	+2.4%	$2.4M
SDYSpdr Series Trust	0.7%	0.8%	15,509	+0.0%	$2.4M
SLVIshares Silver Tr	0.7%	1.1%	43,665	+0.1%	$2.3M
ORCLOracle Corp	0.7%	0.8%	15,372	+0.4%	$2.3M
XOMExxon Mobil Corp	0.7%	0.9%	15,459	-1.0%	$2.1M
IJHIshares Tr	0.6%	0.7%	26,853	-2.4%	$2.1M
ASMLAsml Hldg NV	0.6%	—	1,013	—	$2.0M
VBVanguard Indx Fd	0.6%	0.6%	6,586	-0.4%	$2.0M
VIGIVanguard Whitehall Fds	0.6%	0.7%	21,263	+0.0%	$2.0M
VNQVanguard Real Estate ETF	0.6%	0.6%	20,471	+0.0%	$2.0M
COSTCostco Whsl Corp New	0.6%	0.7%	2,098	+0.4%	$2.0M
GLDSpdr Gold Shares	0.6%	0.8%	5,222	+0.0%	$1.9M
WMTWalmart Inc	0.6%	0.8%	16,924	-9.2%	$1.9M
PREFPrincipal Exchange Traded Fd	0.6%	0.7%	99,063	-0.5%	$1.9M
XMPTVaneck ETF Trust	0.5%	0.6%	77,125	-0.3%	$1.7M
HDEFDbx ETF Tr	0.5%	0.6%	51,942	-0.2%	$1.7M

What Investment Partners, Ltd. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +16.6% /yr; S&P 500 +20.1%
3 years: +17.1% /yr; S&P 500 +20.4%
5 years: +9.1% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$319.9M	167
Q1 2026	$281.1M	152
Q4 2025	$285.7M	149
Q3 2025	$284.0M	154
Q2 2025	$264.2M	158
Q1 2025	$241.2M	148
Q4 2024	$242.8M	146
Q3 2024	$240.1M	147
Q2 2024	$222.6M	142
Q1 2024	$220.5M	142
Q4 2023	$203.1M	133
Q3 2023	$190.0M	133

Questions about Investment Partners, Ltd.'s portfolio

What stocks does Investment Partners, Ltd. own?

Investment Partners, Ltd.'s latest 13F, for Q2 2026 and filed Aug 4, 2026, lists 167 positions worth $319.9M. The largest are Vanguard Tax-Managed Fds (VEA) at 6.5%, Ishares Russell 1000 Growth ETF (IWF) at 5.4%, Ishares Russell 1000 Value ETF (IWD) at 4.3%, Apple Inc (AAPL) at 3.2% and Vanguard Intl Equity Index F (VWO) at 3.0%.

What did Investment Partners, Ltd. buy last quarter?

In Q2 2026, Investment Partners, Ltd. added Ishares Russell 1000 Growth ETF (IWF) (+299.0% shares), Vanguard Index Fds (VO) (+286.3% shares) and Ishares National Muni Bond ETF (MUB) (+21.0% shares), compared with its Q1 2026 filing.

What did Investment Partners, Ltd. sell last quarter?

In Q2 2026, Investment Partners, Ltd. cut from its top 50 Pepsico Inc (PEP), cut from its top 50 Mcdonalds Corp Com (MCD), Walmart Inc (WMT) (-9.2% shares) and Vanguard Dividend Appreciation ETF (VIG) (-6.4% shares), compared with its Q1 2026 filing.

How has Investment Partners, Ltd.'s portfolio performed?

A portfolio copying Investment Partners, Ltd.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +17.1% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +16.6% against +20.1%. Over 5 years: +9.1% a year against +11.6%.

When is Investment Partners, Ltd.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Investment Partners, Ltd.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Investment Partners, Ltd. manage?

Investment Partners, Ltd. reported $892.3M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $319.9M.