Investors Portfolio Services LLC - Portfolio overview

Investors Portfolio Services LLC has 691 reported holdings in this dataset, with the latest filing dated 2026-05-14.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Consumer Defensive and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. SPY - STATE STR SPDR S&P 500 ETF T, 20.80%
2. DHDG - FIRST TR EXCHNG TRADED FD VI, 15.78%
3. GPIX - GOLDMAN SACHS ETF TR, 8.87%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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