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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, MGC, FRDM, VCRB, VXF, and represent 43.65% of Investment Planning Advisors's stock portfolio.
Added to shares of these 10 stocks: RSP (+$15M), OAKM, FRDM, CGCP, Scm Trust, VCRB, SCHF, FBND, BINC, SPLG.
Started 11 new stock positions in JNJ, CGXU, PG, COST, OAKM, VYM, NAK, VHT, Scm Trust, AMZN. UPS.
Reduced shares in these 10 stocks: VXF (-$12M), QQQM, JEPI, , JEPQ, , USRT, MGC, PFF, WRB.
Sold out of its positions in ETW, META, USRT, JEPI.
Investment Planning Advisors was a net buyer of stock by $19M.
Investment Planning Advisors has $344M in assets under management (AUM), dropping by 8.02%.
Central Index Key (CIK): 0002024049

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Portfolio Holdings for Investment Planning Advisors

Investment Planning Advisors holds 95 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust State Street Spd (SPLG)	12.2	$42M		524k	80.22	View chart
Vanguard World Mega Cap Index (MGC)	10.0	$34M		136k	251.17	View chart
Ea Series Trust Freedom 100 Em (FRDM)	8.3	$29M	+10%	559k	51.27	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	6.6	$23M	+5%	291k	77.89	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	6.5	$22M	-34%	107k	209.12	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	5.5	$19M	+2%	166k	114.50	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	5.0	$17M	+4%	370k	46.04	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	4.7	$16M	-11%	64k	252.92	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	4.5	$16M	+1669%	81k	191.56	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	4.2	$14M	+2%	355k	40.23	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	3.5	$12M	+4%	228k	52.77	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	2.5	$8.5M	+6%	108k	78.81	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	2.2	$7.7M	+12%	319k	24.04	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	2.2	$7.5M	+45%	333k	22.64	View chart
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)	1.4	$4.8M	+3%	64k	74.69	View chart
Spdr Series Trust State Street Spd (SPTM)	1.2	$4.0M	+5%	48k	82.50	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	1.1	$3.8M	+11%	75k	51.14	View chart
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)	0.9	$3.2M	+3%	42k	76.71	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.9	$3.2M	+2%	73k	44.47	View chart
Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM)	0.9	$3.2M	NEW	113k	28.36	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.9	$2.9M	+11%	58k	50.50	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.7	$2.4M	+5%	17k	141.06	View chart
Schwab Strategic Tr Mun Bd Etf (SCMB)	0.6	$2.1M	+19%	82k	25.76	View chart
Scm Trust Shelton Eqt Pre	0.6	$1.9M	NEW	72k	26.31	View chart
J P Morgan Exchange Traded F High Yield Muni (JMHI)	0.5	$1.7M		35k	50.25	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$1.7M	+3%	2.4k	684.91	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	0.5	$1.6M	+23%	30k	52.80	View chart
Vanguard World Mega Grwth Ind (MGK)	0.5	$1.6M		3.8k	412.74	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$1.6M	+7%	15k	107.11	View chart
Apple (AAPL)	0.4	$1.4M	+8%	5.1k	271.96	View chart
Capital Group International SHS (CGIE)	0.4	$1.3M	+55%	37k	34.82	View chart
W.R. Berkley Corporation (WRB)	0.4	$1.3M	-7%	18k	70.12	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.4	$1.3M	+3%	39k	32.73	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$1.2M		5.7k	219.76	View chart
Microsoft Corporation (MSFT)	0.3	$1.1M	+4%	2.3k	483.72	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.3	$1.0M		9.0k	113.86	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.3	$947k		19k	50.59	View chart
JPMorgan Chase & Co. (JPM)	0.3	$930k	+12%	2.9k	322.22	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.3	$926k		20k	46.29	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.3	$911k	+4%	9.8k	92.52	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$892k		2.7k	335.22	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$825k		31k	26.91	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$792k	+17%	2.5k	312.98	View chart
Wal-Mart Stores (WMT)	0.2	$778k	+6%	7.0k	111.42	View chart
Tesla Motors (TSLA)	0.2	$754k	+36%	1.7k	449.65	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$697k		6.5k	106.69	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$692k	-44%	12k	58.12	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.2	$689k		20k	34.65	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.2	$683k	+54%	14k	50.58	View chart
Vanguard World Utilities Etf (VPU)	0.2	$670k		3.6k	185.03	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$632k	+23%	1.3k	502.48	View chart
Capital Group Global Equity SHS (CGGE)	0.2	$628k	-11%	20k	31.63	View chart
Spdr Series Trust State Street Spd (SPMD)	0.2	$623k	-3%	11k	57.91	View chart
NVIDIA Corporation (NVDA)	0.2	$608k	+2%	3.3k	186.48	View chart
Spdr Series Trust State Street Spd (SPSM)	0.2	$582k		12k	46.86	View chart
Southern Company (SO)	0.2	$559k	+4%	6.4k	87.20	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$538k	+8%	1.9k	290.14	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.2	$537k		8.5k	63.18	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.1	$502k	+17%	18k	27.62	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$494k		21k	23.37	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$483k	-20%	16k	30.96	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$459k		2.3k	198.65	View chart
Victory Portfolios Ii Vcshs Us Smcp Hg (CSB)	0.1	$445k	+3%	7.6k	58.61	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.1	$432k	NEW	15k	29.55	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$432k	+4%	9.2k	47.02	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$411k	+14%	2.7k	154.78	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$410k	+11%	1.6k	257.91	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$383k	+12%	5.5k	69.42	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	0.1	$382k	+2%	9.3k	41.27	View chart
Exxon Mobil Corporation (XOM)	0.1	$354k	+4%	2.9k	120.32	View chart
Cohen & Steers REIT/P (RNP)	0.1	$341k	+26%	17k	19.86	View chart
Spdr Series Trust State Street Spd (SPAB)	0.1	$333k	+9%	13k	25.75	View chart
McDonald's Corporation (MCD)	0.1	$325k	+21%	1.1k	305.52	View chart
Amazon (AMZN)	0.1	$321k	NEW	1.4k	230.80	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$316k	+124%	2.2k	143.98	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$304k	+4%	3.5k	87.15	View chart
Vanguard World Health Car Etf (VHT)	0.1	$288k	NEW	1.0k	287.85	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$287k		11k	27.43	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.1	$272k		4.1k	66.43	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$271k	NEW	1.9k	143.52	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$269k		8.2k	32.62	View chart
United Parcel Service CL B (UPS)	0.1	$268k	NEW	2.7k	99.20	View chart
Home Depot (HD)	0.1	$267k	+10%	776.00	344.07	View chart
Johnson & Johnson (JNJ)	0.1	$252k	NEW	1.2k	206.96	View chart
Coca-Cola Company (KO)	0.1	$250k	+7%	3.6k	69.91	View chart
International Business Machines (IBM)	0.1	$247k		835.00	296.26	View chart
Spdr Series Trust State Street Spd (TFI)	0.1	$238k	-28%	5.2k	45.71	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$238k		9.7k	24.37	View chart
Spdr Series Trust State Street Spd (LGLV)	0.1	$228k		1.3k	175.57	View chart
Costco Wholesale Corporation (COST)	0.1	$225k	NEW	261.00	862.07	View chart
Procter & Gamble Company (PG)	0.1	$221k	NEW	1.5k	143.34	View chart
Oracle Corporation (ORCL)	0.1	$212k		1.1k	194.87	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$206k		7.2k	28.48	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$202k		2.1k	96.15	View chart
Northern Dynasty Minerals Lt Com New (NAK)	0.0	$26k	NEW	13k	1.97	View chart

Past Filings by Investment Planning Advisors

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

Investment Planning Advisors 2025 Q4 filed Jan. 20, 2026
Investment Planning Advisors 2025 Q3 filed Oct. 21, 2025
Investment Planning Advisors 2025 Q2 filed July 21, 2025
Investment Planning Advisors 2025 Q1 filed April 23, 2025
Investment Planning Advisors 2024 Q4 filed Jan. 22, 2025
Investment Planning Advisors 2024 Q3 filed Oct. 10, 2024
Investment Planning Advisors 2024 Q2 filed July 22, 2024

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