Investment Planning Advisors

Investment Planning Advisors as of March 31, 2026

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