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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 SPYM, MGC, VCRB, RWL, FRDM, and represent 44.64% of Investment Planning Advisors's stock portfolio.
Added to shares of these 10 stocks: FLOT (+$11M), RWL (+$8.9M), QQQM (+$8.3M), VCRB (+$5.8M), VNQ (+$5.3M), XOP (+$5.2M), SCHF, SPYM, MGC, VXF.
Started 15 new stock positions in ITA, XLE, VIS, PEP, QNC, LIN, META, FNDX, CVX, XOP. V, VNQ, FLOT, PGR, CAT.
Reduced shares in these 10 stocks: RSP (-$14M), CGUS (-$12M), BINC (-$11M), FRDM, MUB, TLT, SCHD, JQUA, SCHO, MSFT.
Sold out of its positions in TLT, SCHD, SCHO.
Investment Planning Advisors was a net buyer of stock by $26M.
Investment Planning Advisors has $363M in assets under management (AUM), dropping by 5.74%.
Central Index Key (CIK): 0002024049

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Portfolio Holdings for Investment Planning Advisors

Investment Planning Advisors holds 107 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust State Street Spd (SPYM)	12.2	$44M	+10%	578k	76.54	View chart
Vanguard World Mega Cap Index (MGC)	9.9	$36M	+11%	152k	236.35	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	7.8	$28M	+25%	365k	77.38	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	7.7	$28M	+46%	244k	114.91	View chart
Ea Series Trust Freedom 100 Em (FRDM)	7.1	$26M	-15%	470k	54.65	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	6.8	$25M	+11%	120k	205.80	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	6.4	$23M	+54%	99k	237.62	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	4.7	$17M		373k	45.62	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	3.5	$13M	+61%	514k	24.75	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	3.0	$11M	NEW	212k	50.95	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	2.7	$9.6M	+13%	123k	78.41	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	2.1	$7.5M		337k	22.34	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.5	$5.3M	NEW	60k	88.70	View chart
Spdr Index Shs Fds State Street Spd (SPGM)	1.4	$5.2M	+62%	69k	75.71	View chart
Spdr Series Trust State Street Spd (XOP)	1.4	$5.2M	NEW	28k	181.83	View chart
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)	1.3	$4.7M	+2%	66k	71.81	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	1.1	$3.9M	+2%	77k	50.66	View chart
Spdr Series Trust State Street Spd (SPTM)	1.1	$3.9M		49k	79.06	View chart
Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM)	0.9	$3.3M	+7%	122k	27.57	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.8	$2.9M		58k	49.99	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.8	$2.8M	-2%	71k	40.19	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.7	$2.4M		18k	138.32	View chart
Schwab Strategic Tr Mun Bd Etf (SCMB)	0.6	$2.3M	+10%	91k	25.48	View chart
Scm Trust Shelton Eqt Pre (SEPI)	0.6	$2.2M	+24%	89k	25.05	View chart
J P Morgan Exchange Traded F High Yield Muni (JMHI)	0.5	$1.8M	+6%	37k	49.83	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	0.5	$1.8M	+18%	36k	50.04	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.5	$1.6M	+2%	2.5k	653.14	View chart
Apple (AAPL)	0.4	$1.5M	+13%	5.8k	253.79	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.4	$1.4M	-89%	37k	38.42	View chart
Vanguard World Mega Grwth Ind (MGK)	0.4	$1.4M		3.8k	367.40	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.4	$1.4M	-91%	7.2k	191.91	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.4	$1.4M	+2%	40k	33.97	View chart
Capital Group International SHS (CGIE)	0.3	$1.3M		37k	33.82	View chart
W.R. Berkley Corporation (WRB)	0.3	$1.2M		18k	66.28	View chart
Ishares Tr National Mun Etf (MUB)	0.3	$1.2M	-23%	11k	106.15	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$1.1M	-6%	5.3k	215.07	View chart
JPMorgan Chase & Co. (JPM)	0.3	$1.0M	+21%	3.5k	294.12	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.3	$974k		9.0k	107.62	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$970k	+60%	2.0k	479.29	View chart
Wal-Mart Stores (WMT)	0.3	$965k	+11%	7.8k	124.29	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.3	$961k	-91%	19k	51.93	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.3	$912k		9.8k	92.76	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$907k	+15%	35k	25.64	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$905k	+24%	3.1k	287.52	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.2	$846k	-8%	18k	46.07	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$840k		2.6k	320.76	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.2	$815k	-14%	16k	50.61	View chart
NVIDIA Corporation (NVDA)	0.2	$741k	+30%	4.2k	174.41	View chart
Southern Company (SO)	0.2	$731k	+18%	7.6k	96.52	View chart
Vanguard World Utilities Etf (VPU)	0.2	$720k		3.6k	198.11	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$716k	+8%	13k	55.52	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$706k		6.6k	106.50	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.2	$694k		14k	50.62	View chart
Capital Group Global Equity SHS (CGGE)	0.2	$686k	+13%	23k	30.50	View chart
Microsoft Corporation (MSFT)	0.2	$682k	-19%	1.8k	370.11	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.2	$676k		20k	33.37	View chart
Spdr Series Trust State Street Spd (SPMD)	0.2	$635k		11k	59.22	View chart
Spdr Series Trust State Street Spd (SPSM)	0.2	$632k	+5%	13k	48.32	View chart
Exxon Mobil Corporation (XOM)	0.2	$623k	+24%	3.7k	169.66	View chart
Tesla Motors (TSLA)	0.2	$606k	-2%	1.6k	371.75	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$550k	+3%	1.9k	287.11	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$493k		9.4k	52.64	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$483k	+2%	16k	30.32	View chart
Victory Portfolios Ii Vcshs Us Smcp Hg (CSB)	0.1	$478k		7.7k	61.75	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.1	$453k	+16%	3.1k	146.60	View chart
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)	0.1	$434k		15k	29.49	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$430k	+3%	1.6k	261.91	View chart
Vanguard World Health Car Etf (VHT)	0.1	$429k	+57%	1.6k	272.33	View chart
McDonald's Corporation (MCD)	0.1	$428k	+29%	1.4k	310.87	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$421k	-4%	2.2k	191.84	View chart
Linde SHS (LIN)	0.1	$420k	NEW	847.00	495.90	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$420k	-14%	18k	23.22	View chart
Amazon (AMZN)	0.1	$415k	+43%	2.0k	208.27	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$410k	+5%	5.8k	70.17	View chart
Ssga Active Etf Tr State Street Bla (SRLN)	0.1	$396k	+6%	9.9k	40.14	View chart
Costco Wholesale Corporation (COST)	0.1	$386k	+48%	388.00	995.16	View chart
Johnson & Johnson (JNJ)	0.1	$378k	+27%	1.5k	244.42	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.1	$363k	-26%	13k	27.23	View chart
Home Depot (HD)	0.1	$339k	+32%	1.0k	328.94	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$338k	+15%	2.5k	132.91	View chart
Cohen & Steers REIT/P (RNP)	0.1	$336k		17k	19.76	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$320k	+59%	3.4k	95.43	View chart
Spdr Series Trust State Street Spd (SPAB)	0.1	$319k	-3%	13k	25.62	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$307k	+27%	11k	29.13	View chart
United Parcel Svcs CL B (UPS)	0.1	$302k	+13%	3.1k	98.39	View chart
Chevron Corporation (CVX)	0.1	$292k	NEW	1.4k	206.88	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.1	$282k		1.9k	148.10	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$278k	NEW	10k	27.85	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$277k	-46%	4.5k	61.32	View chart
Spdr Series Trust State Street Spd (TFI)	0.1	$275k	+16%	6.1k	45.34	View chart
Coca-Cola Company (KO)	0.1	$265k	-2%	3.5k	76.04	View chart
J P Morgan Exchange Traded F Hedged Equity La (HELO)	0.1	$262k		4.1k	63.91	View chart
Meta Platforms Cl A (META)	0.1	$260k	NEW	455.00	571.60	View chart
Procter & Gamble Company (PG)	0.1	$248k	+11%	1.7k	144.45	View chart
Oracle Corporation (ORCL)	0.1	$247k	+53%	1.7k	147.07	View chart
Caterpillar (CAT)	0.1	$245k	NEW	346.00	708.76	View chart
Progressive Corporation (PGR)	0.1	$245k	NEW	1.2k	198.30	View chart
Vanguard World Industrial Etf (VIS)	0.1	$235k	NEW	752.00	312.26	View chart
Spdr Series Trust State Street Spd (LGLV)	0.1	$232k		1.3k	178.10	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$231k	NEW	1.1k	218.72	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$222k	+5%	7.6k	29.08	View chart
Pepsi (PEP)	0.1	$219k	NEW	1.4k	155.34	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$216k	NEW	3.5k	61.26	View chart
International Business Machines (IBM)	0.1	$205k		844.00	242.25	View chart
Visa Com Cl A (V)	0.1	$204k	NEW	674.00	302.14	View chart
Quantum Emotion Corp Ordinary Shares (QNC)	0.0	$110k	NEW	48k	2.29	View chart
Northern Dynasty Minerals Lt Com New (NAK)	0.0	$17k	-10%	12k	1.40	View chart

Past Filings by Investment Planning Advisors

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

Investment Planning Advisors 2026 Q1 filed April 23, 2026
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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