Investment Planning Advisors

Investment Planning Advisors as of Sept. 30, 2025

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