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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, VXF, MGC, FRDM, VCRB, and represent 47.82% of Investment Planning Advisors's stock portfolio.
Added to shares of these 10 stocks: MGC (+$33M), VCRB (+$22M), QQQM (+$18M), RWL (+$15M), SPLG (+$9.2M), SCHF (+$6.6M), FRDM, SPGM, VXF, BINC.
Started 12 new stock positions in SCHD, QQQM, IEF, META, XLV, SCHF, MGC, USRT, TLT, MCD. XLK, VCRB.
Reduced shares in these 10 stocks: JPEF (-$31M), CGUS (-$18M), CGGE (-$17M), CGCP (-$14M), HELO (-$13M), FBND (-$5.9M), JEPI, CGGR, , SPSM.
Sold out of its positions in ETV, SCHM, UPS.
Investment Planning Advisors was a net buyer of stock by $20M.
Investment Planning Advisors has $318M in assets under management (AUM), dropping by 12.37%.
Central Index Key (CIK): 0002024049

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Portfolio Holdings for Investment Planning Advisors

Investment Planning Advisors holds 88 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust Portfolio S&p500 (SPLG)	12.7	$41M	+29%	517k	78.34	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	10.8	$34M	+7%	164k	209.34	View chart
Vanguard World Mega Cap Index (MGC)	10.5	$33M	NEW	137k	244.09	View chart
Ea Series Trust Freedom 100 Em (FRDM)	7.0	$22M	+21%	504k	44.31	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	6.8	$22M	NEW	275k	78.41	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	5.6	$18M	+567%	162k	110.66	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	5.6	$18M	NEW	72k	247.12	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	5.2	$16M	-26%	355k	46.24	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	4.3	$14M	-56%	345k	39.54	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	3.6	$12M	+8%	218k	53.24	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	2.5	$8.0M	+8%	101k	78.91	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	2.1	$6.6M	NEW	284k	23.28	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	1.6	$5.2M	-72%	228k	22.72	View chart
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)	1.4	$4.5M	-87%	61k	74.09	View chart
Spdr Series Trust Portfoli S&p1500 (SPTM)	1.2	$3.7M	+11%	46k	80.65	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	1.1	$3.4M	+15%	67k	50.70	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	1.0	$3.1M	-14%	71k	43.92	View chart
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)	1.0	$3.1M	+586%	41k	74.90	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.8	$2.6M	+6%	52k	50.47	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.7	$2.2M	+11%	16k	137.80	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.6	$2.0M	-29%	35k	57.10	View chart
Schwab Strategic Tr Mun Bd Etf (SCMB)	0.6	$1.8M	+10%	69k	25.61	View chart
J P Morgan Exchange Traded F High Yield Muni (JMHI)	0.5	$1.7M	+9%	34k	50.49	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$1.6M	+140%	2.4k	669.25	View chart
Vanguard World Mega Grwth Ind (MGK)	0.5	$1.5M	+28%	3.8k	402.39	View chart
W.R. Berkley Corporation (WRB)	0.5	$1.5M		20k	76.62	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$1.4M		14k	106.49	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	0.4	$1.3M		24k	52.23	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.4	$1.2M	-15%	22k	57.52	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$1.2M	+3%	5.7k	215.77	View chart
Apple (AAPL)	0.4	$1.2M	+45%	4.7k	254.63	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.4	$1.2M	+11%	38k	31.38	View chart
Microsoft Corporation (MSFT)	0.4	$1.1M	+9%	2.2k	517.86	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.3	$1.0M	+2%	9.0k	113.62	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.3	$959k	+46%	19k	50.73	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.3	$936k		20k	46.41	View chart
Eaton Vance Tax-Managed Global Buy-Write (ETW)	0.3	$896k	-7%	99k	9.05	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.3	$884k		9.4k	93.64	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$871k		2.7k	328.23	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$869k	+17%	4.6k	189.69	View chart
JPMorgan Chase & Co. (JPM)	0.3	$808k	+75%	2.6k	315.39	View chart
Capital Group International SHS (CGIE)	0.3	$806k	-12%	24k	33.72	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.3	$806k		31k	26.34	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$710k	-4%	6.7k	106.78	View chart
Capital Group Global Equity SHS (CGGE)	0.2	$692k	-96%	23k	30.79	View chart
Vanguard World Utilities Etf (VPU)	0.2	$683k	+2%	3.6k	189.44	View chart
Wal-Mart Stores (WMT)	0.2	$677k	+61%	6.6k	103.06	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.2	$669k	+5%	20k	34.17	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	0.2	$635k		11k	57.19	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.2	$618k	-7%	20k	31.62	View chart
NVIDIA Corporation (NVDA)	0.2	$591k	+16%	3.2k	186.59	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	0.2	$585k	-31%	13k	46.32	View chart
Southern Company (SO)	0.2	$580k	+22%	6.1k	94.78	View chart
Tesla Motors (TSLA)	0.2	$545k	+5%	1.2k	444.65	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.2	$534k	+24%	8.5k	62.91	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$524k	+31%	2.2k	243.16	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$510k	+35%	1.0k	502.84	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$502k	+11%	1.7k	293.65	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.2	$496k	-5%	21k	23.47	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$455k	-5%	2.3k	194.49	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.1	$443k	+9%	8.7k	50.75	View chart
Victory Portfolios Ii Vcshs Us Smcp Hg (CSB)	0.1	$436k	-25%	7.4k	59.15	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.1	$428k	-13%	15k	27.75	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$413k	-4%	8.8k	46.93	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.1	$376k	-6%	9.0k	41.58	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$361k	+13%	1.4k	254.36	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$334k	+12%	4.9k	68.08	View chart
Spdr Series Trust Nuveen Ice Munic (TFI)	0.1	$333k	-17%	7.3k	45.57	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$324k	NEW	2.3k	139.15	View chart
Exxon Mobil Corporation (XOM)	0.1	$318k	+29%	2.8k	112.76	View chart
Oracle Corporation (ORCL)	0.1	$308k	+10%	1.1k	281.23	View chart
Spdr Series Trust Portfolio Agrgte (SPAB)	0.1	$305k	+3%	12k	25.85	View chart
Cohen & Steers REIT/P (RNP)	0.1	$304k	-11%	14k	22.48	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$298k	NEW	3.3k	89.37	View chart
Home Depot (HD)	0.1	$285k	+26%	702.00	405.28	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.1	$283k	NEW	10k	27.30	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$276k	NEW	979.00	281.94	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$268k		8.4k	31.91	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.1	$266k	-97%	4.1k	65.00	View chart
McDonald's Corporation (MCD)	0.1	$266k	NEW	874.00	304.06	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$236k	+15%	9.7k	24.40	View chart
International Business Machines (IBM)	0.1	$235k		834.00	282.17	View chart
Spdr Series Trust Ssga Us Lrg Etf (LGLV)	0.1	$232k		1.3k	178.16	View chart
Coca-Cola Company (KO)	0.1	$221k		3.3k	66.31	View chart
Meta Platforms Cl A (META)	0.1	$210k	NEW	286.00	733.80	View chart
Ishares Tr Cre U S Reit Etf (USRT)	0.1	$203k	NEW	3.5k	58.72	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$202k	NEW	2.1k	96.48	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$201k	-30%	7.2k	27.90	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 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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