Investment Planning Advisors

Investment Planning Advisors as of June 30, 2026

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