Investment Planning Advisors

Investment Planning Advisors as of Dec. 31, 2025

Portfolio Holdings for Investment Planning Advisors

Investment Planning Advisors holds 95 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Series Trust State Street Spd (SPLG) 12.2 $42M 524k 80.22
Vanguard World Mega Cap Index (MGC) 10.0 $34M 136k 251.17
Ea Series Trust Freedom 100 Em (FRDM) 8.3 $29M 559k 51.27
Vanguard Malvern Fds Core Bd Etf (VCRB) 6.6 $23M 291k 77.89
Vanguard Index Fds Extend Mkt Etf (VXF) 6.5 $22M 107k 209.12
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) 5.5 $19M 166k 114.50
Fidelity Merrimack Str Tr Total Bd Etf (FBND) 5.0 $17M 370k 46.04
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 4.7 $16M 64k 252.92
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 4.5 $16M 81k 191.56
Capital Group Core Equity Et Shs Creation Uni (CGUS) 4.2 $14M 355k 40.23
Blackrock Etf Trust Ii Ishares Flexible (BINC) 3.5 $12M 228k 52.77
Vanguard Bd Index Fds Short Trm Bond (BSV) 2.5 $8.5M 108k 78.81
Schwab Strategic Tr Intl Eqty Etf (SCHF) 2.2 $7.7M 319k 24.04
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP) 2.2 $7.5M 333k 22.64
J P Morgan Exchange Traded F Equity Focus Etf (JPEF) 1.4 $4.8M 64k 74.69
Spdr Series Trust State Street Spd (SPTM) 1.2 $4.0M 48k 82.50
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 1.1 $3.8M 75k 51.14
Spdr Index Shs Fds Portfli Msci Gbl (SPGM) 0.9 $3.2M 42k 76.71
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.9 $3.2M 73k 44.47
Harris Oakmark Etf Trust Oakmark U S Lrg (OAKM) 0.9 $3.2M 113k 28.36
J P Morgan Exchange Traded F Municipal Etf (JMUB) 0.9 $2.9M 58k 50.50
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.7 $2.4M 17k 141.06
Schwab Strategic Tr Mun Bd Etf (SCMB) 0.6 $2.1M 82k 25.76
Scm Trust Shelton Eqt Pre 0.6 $1.9M 72k 26.31
J P Morgan Exchange Traded F High Yield Muni (JMHI) 0.5 $1.7M 35k 50.25
Ishares Tr Core S&p500 Etf (IVV) 0.5 $1.7M 2.4k 684.91
Goldman Sachs Etf Tr S&p 500 Premium (GPIX) 0.5 $1.6M 30k 52.80
Vanguard World Mega Grwth Ind (MGK) 0.5 $1.6M 3.8k 412.74
Ishares Tr National Mun Etf (MUB) 0.5 $1.6M 15k 107.11
Apple (AAPL) 0.4 $1.4M 5.1k 271.96
Capital Group International SHS (CGIE) 0.4 $1.3M 37k 34.82
W.R. Berkley Corporation (WRB) 0.4 $1.3M 18k 70.12
Dimensional Etf Trust World Ex Us Core (DFAX) 0.4 $1.3M 39k 32.73
Vanguard Specialized Funds Div App Etf (VIG) 0.4 $1.2M 5.7k 219.76
Microsoft Corporation (MSFT) 0.3 $1.1M 2.3k 483.72
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) 0.3 $1.0M 9.0k 113.86
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 0.3 $947k 19k 50.59
JPMorgan Chase & Co. (JPM) 0.3 $930k 2.9k 322.22
J P Morgan Exchange Traded F Income Etf (JPIE) 0.3 $926k 20k 46.29
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.3 $911k 9.8k 92.52
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $892k 2.7k 335.22
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $825k 31k 26.91
Alphabet Cap Stk Cl A (GOOGL) 0.2 $792k 2.5k 312.98
Wal-Mart Stores (WMT) 0.2 $778k 7.0k 111.42
Tesla Motors (TSLA) 0.2 $754k 1.7k 449.65
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $697k 6.5k 106.69
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) 0.2 $692k 12k 58.12
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.2 $689k 20k 34.65
Ishares Tr Ultra Short Dur (ICSH) 0.2 $683k 14k 50.58
Vanguard World Utilities Etf (VPU) 0.2 $670k 3.6k 185.03
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $632k 1.3k 502.48
Capital Group Global Equity SHS (CGGE) 0.2 $628k 20k 31.63
Spdr Series Trust State Street Spd (SPMD) 0.2 $623k 11k 57.91
NVIDIA Corporation (NVDA) 0.2 $608k 3.3k 186.48
Spdr Series Trust State Street Spd (SPSM) 0.2 $582k 12k 46.86
Southern Company (SO) 0.2 $559k 6.4k 87.20
Vanguard Index Fds Mid Cap Etf (VO) 0.2 $538k 1.9k 290.14
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA) 0.2 $537k 8.5k 63.18
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS) 0.1 $502k 18k 27.62
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.1 $494k 21k 23.37
Ishares Tr Pfd And Incm Sec (PFF) 0.1 $483k 16k 30.96
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.1 $459k 2.3k 198.65
Victory Portfolios Ii Vcshs Us Smcp Hg (CSB) 0.1 $445k 7.6k 58.61
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU) 0.1 $432k 15k 29.55
Alps Etf Tr Alerian Mlp (AMLP) 0.1 $432k 9.2k 47.02
Select Sector Spdr Tr State Street Hea (XLV) 0.1 $411k 2.7k 154.78
Vanguard Index Fds Small Cp Etf (VB) 0.1 $410k 1.6k 257.91
Ishares Tr Core Div Grwth (DGRO) 0.1 $383k 5.5k 69.42
Ssga Active Etf Tr State Street Bla (SRLN) 0.1 $382k 9.3k 41.27
Exxon Mobil Corporation (XOM) 0.1 $354k 2.9k 120.32
Cohen & Steers REIT/P (RNP) 0.1 $341k 17k 19.86
Spdr Series Trust State Street Spd (SPAB) 0.1 $333k 13k 25.75
McDonald's Corporation (MCD) 0.1 $325k 1.1k 305.52
Amazon (AMZN) 0.1 $321k 1.4k 230.80
Select Sector Spdr Tr State Street Tec (XLK) 0.1 $316k 2.2k 143.98
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.1 $304k 3.5k 87.15
Vanguard World Health Car Etf (VHT) 0.1 $288k 1.0k 287.85
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.1 $287k 11k 27.43
J P Morgan Exchange Traded F Hedged Equity La (HELO) 0.1 $272k 4.1k 66.43
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $271k 1.9k 143.52
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $269k 8.2k 32.62
United Parcel Service CL B (UPS) 0.1 $268k 2.7k 99.20
Home Depot (HD) 0.1 $267k 776.00 344.07
Johnson & Johnson (JNJ) 0.1 $252k 1.2k 206.96
Coca-Cola Company (KO) 0.1 $250k 3.6k 69.91
International Business Machines (IBM) 0.1 $247k 835.00 296.26
Spdr Series Trust State Street Spd (TFI) 0.1 $238k 5.2k 45.71
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $238k 9.7k 24.37
Spdr Series Trust State Street Spd (LGLV) 0.1 $228k 1.3k 175.57
Costco Wholesale Corporation (COST) 0.1 $225k 261.00 862.07
Procter & Gamble Company (PG) 0.1 $221k 1.5k 143.34
Oracle Corporation (ORCL) 0.1 $212k 1.1k 194.87
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.1 $206k 7.2k 28.48
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.1 $202k 2.1k 96.15
Northern Dynasty Minerals Lt Com New (NAK) 0.0 $26k 13k 1.97