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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, RWL, RSP, VCRB, VXF, and represent 44.09% of Investment Planning Advisors's stock portfolio.
Added to shares of these 10 stocks: RSP (+$32M), BOXX (+$19M), RWL (+$10M), BSV (+$6.7M), SCHF, VCRB, SPYM, JPST, VXF, MGK.
Started 14 new stock positions in AMT, XLF, CB, PANW, MA, TSM, ICE, QCOM, CEG, CIBR. CRWD, S&p Global, BOXX, D.
Reduced shares in these 10 stocks: MGC (-$40M), FBND (-$17M), XOP (-$5.2M), FRDM, BINC, VYM, , , CGGR, XLV.
Sold out of its positions in META, XOP, XLE, VYM.
Investment Planning Advisors was a net buyer of stock by $26M.
Investment Planning Advisors has $432M in assets under management (AUM), dropping by 18.89%.
Central Index Key (CIK): 0002024049

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Portfolio Holdings for Investment Planning Advisors

Investment Planning Advisors holds 117 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Series Trust St Str P500etf (SPYM)	12.3	$53M	+4%	605k	87.88	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	9.5	$41M	+32%	323k	127.76	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	7.9	$34M	+2119%	160k	212.77	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	7.2	$31M	+10%	402k	77.23	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	7.2	$31M	+5%	126k	246.21	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	7.1	$31M	+3%	101k	302.97	View chart
Ea Series Trust Freedom 100 Em (FRDM)	6.9	$30M	-12%	411k	72.90	View chart
Ea Series Trust Alpha Arch 1-3 (BOXX)	4.4	$19M	NEW	161k	117.09	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	4.3	$19M	+30%	672k	27.70	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	3.8	$16M	+69%	209k	77.91	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	2.7	$12M	+9%	232k	51.05	View chart
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)	1.8	$7.6M		343k	22.29	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	1.5	$6.3M	+8%	65k	96.43	View chart
Spdr Index Shs Fds St Str Msci Glb (SPGM)	1.4	$6.2M	+6%	73k	85.67	View chart
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)	1.2	$5.3M		66k	80.33	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	1.0	$4.4M		48k	90.79	View chart
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)	0.9	$4.0M		78k	51.37	View chart
Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM)	0.8	$3.4M		122k	28.17	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	0.7	$3.1M	-6%	66k	47.20	View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB)	0.7	$2.9M		58k	50.66	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.7	$2.9M	+3%	18k	156.95	View chart
Scm Trust Shelton Eqt Pre (SEPI)	0.6	$2.6M	+3%	92k	27.85	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.6	$2.5M	+213%	50k	50.57	View chart
Schwab Strategic Tr Mun Bd Etf (SCMB)	0.5	$2.3M		91k	25.82	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	0.5	$2.0M		36k	55.57	View chart
Apple (AAPL)	0.5	$2.0M	+16%	6.8k	289.27	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$1.9M		2.6k	748.77	View chart
J P Morgan Exchange Traded F High Yield Muni (JMHI)	0.4	$1.8M	-2%	36k	50.63	View chart
Vanguard World Mega Grwth Ind (MGK)	0.4	$1.7M	+398%	19k	87.91	View chart
Capital Group Core Equity Et Shs Creat Unit (CGUS)	0.4	$1.6M	-3%	35k	44.48	View chart
Vanguard World Mega Cap Index (MGC)	0.4	$1.5M	-96%	5.6k	273.65	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.3	$1.5M		40k	36.84	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.3	$1.4M	+41%	2.9k	500.42	View chart
Capital Group International SHS (CGIE)	0.3	$1.4M	+4%	39k	36.78	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.3	$1.4M	+21%	3.8k	357.39	View chart
W.R. Berkley Corporation (WRB)	0.3	$1.3M		18k	70.53	View chart
NVIDIA Corporation (NVDA)	0.3	$1.2M	+46%	6.2k	200.09	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.3	$1.2M	-2%	5.2k	236.64	View chart
JPMorgan Chase & Co. (JPM)	0.3	$1.2M	+7%	3.7k	327.30	View chart
Wal-Mart Stores (WMT)	0.3	$1.1M	+23%	9.6k	113.26	View chart
Microsoft Corporation (MSFT)	0.2	$1.1M	+56%	2.9k	373.03	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.2	$1.1M	-3%	8.8k	122.29	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.2	$1.0M		35k	29.43	View chart
Ishares Tr National Mun Etf (MUB)	0.2	$1.0M	-15%	9.4k	107.62	View chart
Amazon (AMZN)	0.2	$992k	+108%	4.2k	238.35	View chart
Southern Company (SO)	0.2	$969k	+33%	10k	95.71	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$965k		2.6k	369.99	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.2	$906k		9.6k	93.92	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.2	$890k	+5%	19k	46.05	View chart
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO)	0.2	$874k		21k	42.33	View chart
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)	0.2	$819k	+3%	13k	61.46	View chart
Capital Group Global Equity SHS (CGGE)	0.2	$783k		22k	35.24	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.2	$757k		13k	57.67	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.2	$728k		11k	67.56	View chart
Vanguard World Utilities Etf (VPU)	0.2	$699k		3.6k	195.73	View chart
Tesla Motors (TSLA)	0.2	$691k		1.6k	420.49	View chart
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)	0.2	$685k	-29%	13k	52.34	View chart
Vanguard World Health Car Etf (VHT)	0.2	$655k	+39%	2.2k	299.01	View chart
Exxon Mobil Corporation (XOM)	0.1	$635k	+26%	4.6k	136.71	View chart
Linde SHS (LIN)	0.1	$630k	+43%	1.2k	519.07	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$622k	-11%	5.8k	106.47	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.1	$595k	+285%	7.4k	80.56	View chart
Victory Portfolios Ii Vcshs Us Smcp Hg (CSB)	0.1	$528k	+3%	8.0k	65.59	View chart
Ishares Tr Ultra Short Dur (ICSH)	0.1	$511k	-26%	10k	50.58	View chart
Capital Group Intl Focus Eqt Shs Creat Unit (CGXU)	0.1	$504k		15k	34.62	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.1	$497k	+2%	16k	30.49	View chart
Costco Wholesale Corporation (COST)	0.1	$490k	+34%	523.00	936.36	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.1	$485k	-97%	11k	45.49	View chart
Alps Etf Tr Alerian Mlp (AMLP)	0.1	$485k		9.3k	51.85	View chart
Johnson & Johnson (JNJ)	0.1	$483k	+23%	1.9k	254.02	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.1	$479k	-3%	1.6k	303.13	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.1	$477k	NEW	998.00	477.57	View chart
Visa Com Cl A (V)	0.1	$470k	+103%	1.4k	343.14	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$456k	+3%	6.0k	75.78	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$456k	-5%	2.1k	219.44	View chart
Caterpillar (CAT)	0.1	$455k	+23%	428.00	1063.94	View chart
Home Depot (HD)	0.1	$449k	+23%	1.3k	352.61	View chart
Palo Alto Networks (PANW)	0.1	$445k	NEW	1.3k	341.04	View chart
Ssga Active Etf Tr St Str Bl Ln Etf (SRLN)	0.1	$445k	+12%	11k	40.29	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$416k	+16%	12k	33.84	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.1	$413k		18k	23.13	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.1	$401k	NEW	526.00	762.98	View chart
Vanguard World Industrial Etf (VIS)	0.1	$379k	+39%	1.1k	360.42	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.1	$369k	+16%	3.9k	94.57	View chart
Cohen & Steers REIT/P (RNP)	0.1	$348k		17k	20.30	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.1	$345k	-28%	1.8k	190.57	View chart
Oracle Corporation (ORCL)	0.1	$342k	+38%	2.3k	146.56	View chart
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)	0.1	$338k	-7%	12k	27.33	View chart
Constellation Energy (CEG)	0.1	$333k	NEW	1.3k	248.29	View chart
J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO)	0.1	$331k	+19%	4.9k	67.58	View chart
McDonald's Corporation (MCD)	0.1	$329k	-11%	1.2k	270.41	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$327k		4.5k	72.28	View chart
Qualcomm (QCOM)	0.1	$322k	NEW	1.7k	184.77	View chart
Progressive Corporation (PGR)	0.1	$320k	+18%	1.5k	218.48	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.1	$311k		10k	31.10	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.1	$307k	-37%	1.9k	158.64	View chart
Dominion Resources (D)	0.1	$307k	NEW	4.5k	68.29	View chart
Procter & Gamble Company (PG)	0.1	$299k	+18%	2.0k	146.63	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	0.1	$295k	-7%	12k	25.52	View chart
Coca-Cola Company (KO)	0.1	$289k	+2%	3.6k	81.28	View chart
Chevron Corporation (CVX)	0.1	$289k	+23%	1.7k	165.73	View chart
United Parcel Svcs CL B (UPS)	0.1	$289k	-12%	2.7k	107.49	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	0.1	$276k		7.6k	36.13	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.1	$271k	NEW	3.0k	89.86	View chart
Mastercard Incorporated Cl A (MA)	0.1	$270k	NEW	526.00	513.55	View chart
Intercontinental Exchange (ICE)	0.1	$261k	NEW	2.1k	123.12	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$256k		1.1k	242.45	View chart
Pepsi (PEP)	0.1	$251k	+31%	1.9k	135.38	View chart
Chubb (CB)	0.1	$246k	NEW	721.00	340.74	View chart
International Business Machines (IBM)	0.1	$241k		857.00	281.29	View chart
S&p Global Com Shs	0.1	$237k	NEW	581.00	407.37	View chart
Spdr Series Trust St Str R1k Lowv (LGLV)	0.1	$236k		1.3k	181.46	View chart
American Tower Reit (AMT)	0.1	$230k	NEW	1.4k	163.60	View chart
Spdr Series Trust St Str Nuvee Etf (TFI)	0.1	$220k	-20%	4.8k	45.80	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.0	$213k	NEW	4.0k	53.61	View chart
Quantum Emotion Corp Ordinary Shares (QNC)	0.0	$150k		48k	3.12	View chart
Northern Dynasty Minerals Lt Com New (NAK)	0.0	$20k	-12%	10k	1.92	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 Q2 filed July 23, 2026
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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