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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 JPEF, SPLG, VXF, CGUS, CGCP, and represent 47.08% of Investment Planning Advisors's stock portfolio.
Added to shares of these 10 stocks: VXF (+$16M), JPEF (+$12M), CGGR, SPLG, SPGM, CGUS, SCMB, CGIE, GPIX, QQQM.
Started 10 new stock positions in MSFT, GPIX, CGXU, SCHO, BRK.B, CGIE, SCMB, DGRO, IBM, CGGR.
Reduced shares in these 10 stocks: RWL (-$12M), SPSM (-$5.6M), DFAS, SPMD, BSV, SPGP, MUB, ETV, ETW, CGCP.
Sold out of its positions in DFAS, SPAB, SCHG.
Investment Planning Advisors was a net buyer of stock by $23M.
Investment Planning Advisors has $246M in assets under management (AUM), dropping by 7.47%.
Central Index Key (CIK): 0002024049

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Portfolio Holdings for Investment Planning Advisors

Investment Planning Advisors holds 70 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)	11.5	$28M	+67%	446k	63.66	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	9.9	$24M	+24%	370k	65.76	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	8.9	$22M	+247%	127k	172.26	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	8.9	$22M	+25%	652k	33.40	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	7.9	$19M	-2%	866k	22.45	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	5.1	$13M	+8%	65k	193.02	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	4.9	$12M	-3%	176k	68.01	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	4.2	$10M	+2%	226k	46.07	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	4.1	$10M		224k	45.65	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	3.8	$9.2M		176k	52.38	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	3.6	$8.9M	+7%	315k	28.33	View chart
Ea Series Trust Freedom 100 Em (FRDM)	2.9	$7.0M	+7%	201k	35.05	View chart
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)	2.5	$6.1M	+294%	97k	62.42	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	2.0	$4.9M	NEW	144k	34.25	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	1.5	$3.8M	-2%	66k	57.14	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	1.2	$2.9M	+18%	58k	50.42	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	1.0	$2.5M	+19%	49k	50.00	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.9	$2.2M	-55%	28k	78.28	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.9	$2.1M	-84%	22k	99.34	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.7	$1.8M		34k	51.78	View chart
J P Morgan Exchange Traded F High Yield Muni (JMHI)	0.6	$1.6M	+15%	32k	50.49	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.6	$1.5M	+12%	13k	115.95	View chart
Eaton Vance Tax Managed Buy Write Opport (ETV)	0.6	$1.5M	-26%	113k	13.21	View chart
W.R. Berkley Corporation (WRB)	0.6	$1.4M		20k	71.16	View chart
Schwab Strategic Tr Mun Bd Etf (SCMB)	0.6	$1.4M	NEW	56k	25.37	View chart
Capital Group International SHS (CGIE)	0.6	$1.4M	NEW	47k	29.32	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$1.3M	-50%	12k	105.44	View chart
Goldman Sachs Etf Tr S&p 500 Core Pre (GPIX)	0.4	$1.1M	NEW	23k	46.61	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.4	$1.0M	-84%	25k	40.76	View chart
Eaton Vance Tax-Managed Global Buy-Write (ETW)	0.4	$998k	-34%	121k	8.25	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.4	$967k	+3%	11k	89.64	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.4	$909k	-65%	9.1k	99.88	View chart
Vanguard World Mega Grwth Ind (MGK)	0.4	$888k		2.9k	308.92	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.3	$844k		28k	30.73	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.3	$842k	+11%	32k	26.20	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$819k	+11%	4.2k	193.97	View chart
Victory Portfolios Ii Vcshs Us Smcp Hg (CSB)	0.3	$813k	+19%	14k	57.41	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.3	$748k	-7%	27k	27.30	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.3	$730k	+3%	2.7k	274.89	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$725k		4.2k	173.24	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.3	$657k		3.8k	170.88	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.3	$637k	+75%	12k	51.94	View chart
Apple (AAPL)	0.3	$635k	-2%	2.9k	222.17	View chart
Vanguard World Utilities Etf (VPU)	0.2	$601k		3.5k	170.80	View chart
Spdr Ser Tr Portfolio S&p400 (SPMD)	0.2	$579k	-83%	11k	51.18	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$577k	+35%	5.5k	105.60	View chart
Ishares Tr Ultra Short-term (ICSH)	0.2	$548k	+3%	11k	50.70	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.2	$538k	+12%	23k	23.16	View chart
Ssga Active Etf Tr Blackstone Senr (SRLN)	0.2	$534k	-3%	13k	41.13	View chart
Cohen & Steers REIT/P (RNP)	0.2	$518k	-7%	24k	22.07	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$483k		859.00	561.90	View chart
Spdr Ser Tr Nuveen Blmbrg Mu (TFI)	0.2	$426k	+8%	9.5k	45.07	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$423k	+3%	8.4k	50.63	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.2	$409k	NEW	17k	24.48	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$409k	+9%	1.6k	258.54	View chart
Tesla Motors (TSLA)	0.1	$356k	+10%	1.4k	259.16	View chart
Southern Company (SO)	0.1	$343k	+6%	3.7k	91.94	View chart
Wal-Mart Stores (WMT)	0.1	$314k	+60%	3.6k	87.79	View chart
JPMorgan Chase & Co. (JPM)	0.1	$312k		1.3k	245.22	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$306k	NEW	574.00	532.58	View chart
Microsoft Corporation (MSFT)	0.1	$301k	NEW	802.00	375.51	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$298k	+2%	1.9k	154.66	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$267k	+10%	1.2k	221.81	View chart
NVIDIA Corporation (NVDA)	0.1	$257k	+23%	2.4k	108.39	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$247k	+4%	11k	22.08	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$241k	NEW	3.9k	61.79	View chart
Coca-Cola Company (KO)	0.1	$239k	+3%	3.3k	71.62	View chart
Spdr Ser Tr Ssga Us Lrg Etf (LGLV)	0.1	$226k	-2%	1.3k	174.04	View chart
International Business Machines (IBM)	0.1	$207k	NEW	833.00	248.66	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$203k	NEW	8.4k	24.34	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 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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