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Investment Planning Advisors

Latest statistics and disclosures from Investment Planning Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPLG, RWL, QQQM, SPGP, CGCP, and represent 38.30% of Investment Planning Advisors's stock portfolio.
Investment Planning Advisors has $196M in assets under management (AUM), dropping by 0.00%.
Central Index Key (CIK): 0002024049

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Positions held by Investment Planning Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Investment Planning Advisors

Investment Planning Advisors holds 59 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Spdr Ser Tr Portfolio S&p500 (SPLG)	12.1	$24M	370k	64.00	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	6.9	$13M	145k	92.62	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	6.5	$13M	64k	197.11	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	6.5	$13M	123k	102.78	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	6.4	$13M	569k	22.22	View chart
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)	5.1	$10M	160k	62.36	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	4.9	$9.5M	212k	44.93	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	4.1	$8.0M	247k	32.25	View chart
Spdr Ser Tr Portfolio Agrgte (SPAB)	3.9	$7.7M	308k	25.09	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	3.8	$7.4M	251k	29.44	View chart
Ea Series Trust Freedom 100 Em (FRDM)	3.2	$6.4M	180k	35.32	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	3.2	$6.2M	119k	52.20	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	2.9	$5.6M	136k	41.53	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	2.8	$5.6M	122k	45.46	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	2.8	$5.4M	108k	50.47	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	2.5	$4.9M	81k	60.08	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	2.3	$4.5M	27k	168.79	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.9	$3.8M	67k	56.68	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	1.8	$3.6M	70k	51.30	View chart
Ishares Tr National Mun Etf (MUB)	1.2	$2.3M	22k	106.55	View chart
Eaton Vance Tax Managed Buy Write Opport (ETV)	1.1	$2.1M	153k	13.67	View chart
First Tr Exchange-traded Managd Mun Etf (FMB)	1.0	$2.0M	40k	51.06	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	1.0	$2.0M	30k	66.35	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.9	$1.9M	33k	55.50	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.9	$1.7M	34k	50.38	View chart
Eaton Vance Tax-Managed Global Buy-Write (ETW)	0.8	$1.5M	183k	8.27	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.6	$1.1M	9.8k	112.62	View chart
W.R. Berkley Corporation (WRB)	0.6	$1.1M	14k	78.58	View chart
J P Morgan Exchange Traded F High Yield Muni (JMHI)	0.5	$1.1M	21k	49.79	View chart
Cohen & Steers REIT/P (RNP)	0.5	$928k	46k	20.37	View chart
Victory Portfolios Ii Vcshs Us Smcp Hg (CSB)	0.5	$924k	17k	53.44	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.4	$842k	27k	31.55	View chart
Vanguard World Mega Grwth Ind (MGK)	0.4	$783k	2.5k	314.21	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.4	$750k	28k	26.92	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$741k	4.1k	182.53	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.4	$708k	4.3k	164.30	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$707k	2.6k	267.51	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.4	$688k	8.2k	84.04	View chart
Apple (AAPL)	0.3	$629k	3.0k	210.59	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.3	$599k	24k	25.42	View chart
Ishares Tr Blackrock Ultra (ICSH)	0.3	$577k	11k	50.53	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.3	$539k	13k	41.80	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$520k	3.0k	170.76	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.3	$501k	916.00	547.23	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.2	$466k	10k	45.58	View chart
Vanguard World Utilities Etf (VPU)	0.2	$464k	3.1k	147.92	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$457k	4.4k	104.55	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.2	$457k	8.6k	52.95	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$440k	2.4k	182.12	View chart
Schwab Strategic Tr Us Tips Etf (SCHP)	0.2	$370k	7.1k	52.01	View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)	0.2	$367k	8.0k	45.75	View chart
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)	0.2	$350k	5.8k	60.78	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.2	$331k	6.9k	47.98	View chart
NVIDIA Corporation (NVDA)	0.1	$278k	2.2k	123.55	View chart
Southern Company (SO)	0.1	$245k	3.2k	77.56	View chart
Microsoft Corporation (MSFT)	0.1	$242k	542.00	447.04	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$236k	976.00	241.98	View chart
Coca-Cola Company (KO)	0.1	$205k	3.2k	63.66	View chart
Spdr Ser Tr Ssga Us Lrg Etf (LGLV)	0.1	$204k	1.3k	152.57	View chart

Past Filings by Investment Planning Advisors

SEC 13F filings are viewable for Investment Planning Advisors going back to 2024

Investment Planning Advisors 2024 Q3 filed Oct. 10, 2024
Investment Planning Advisors 2024 Q2 filed July 22, 2024

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