Investment Planning Advisors, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on October 14, 2026, Investment Planning Advisors, Inc. disclosed 116 stock positions valued at approximately $443.06M as of quarter-end September 30, 2026. The largest holdings include SPDR SERIES TRUST, INVESCO EXCH TRADED FD TR II, and VANGUARD MALVERN FDS.
- Report Period
- September 30, 2026
- No. of Stocks
- 116
- Portfolio Value
- $443.06M
Holdings by Sector
Investment Planning Advisors, Inc. Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPDR SERIES TRUST | SPLG | Other | 12.77% | 630,403 | +25,468 | +4.21% | $56,585,009 |
| INVESCO EXCH TRADED FD TR II | RWL | Other | 9.76% | 335,973 | +13,513 | +4.19% | $43,232,978 |
| VANGUARD MALVERN FDS | VCRB | Other | 8.34% | 501,923 | +99,517 | +24.73% | $36,951,566 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 7.84% | 167,023 | +7,412 | +4.64% | $34,744,211 |
| VANGUARD INDEX FDS | VXF | Other | 6.87% | 131,351 | +5,519 | +4.39% | $30,424,896 |
| SPDR SERIES TRUST | QNDX | Other | 6.81% | 1,203,743 | +1,203,743 | +100.00% | $30,165,804 |
| SCHWAB STRATEGIC TR | SCHF | Other | 5.91% | 953,431 | +281,587 | +41.91% | $26,190,746 |
| EA SERIES TRUST | BOXX | Other | 5.27% | 197,333 | +36,711 | +22.86% | $23,362,260 |
| EA SERIES TRUST | FRDM | Other | 5.02% | 317,800 | -93,618 | -22.75% | $22,233,285 |
| VANGUARD BD INDEX FDS | BSV | Other | 3.81% | 220,911 | +12,261 | +5.88% | $16,877,605 |
| ISHARES TR | FLOT | Other | 2.97% | 257,539 | +25,337 | +10.91% | $13,147,386 |
| CAPITAL GRP FIXED INCM ETF T | CGCP | Other | 1.55% | 324,623 | -18,398 | -5.36% | $6,872,269 |
| SPDR INDEX SHS FDS | SPGM | Other | 1.50% | 76,774 | +3,884 | +5.33% | $6,640,971 |
| VANGUARD INDEX FDS | VNQ | Other | 1.42% | 70,419 | +5,323 | +8.18% | $6,311,673 |
| J P MORGAN EXCHANGE TRADED F | JPEF | Other | 1.16% | 63,239 | -2,754 | -4.17% | $5,139,578 |
| SPDR SERIES TRUST | SPTM | Other | 1.04% | 49,915 | +1,592 | +3.29% | $4,594,632 |
| HARRIS OAKMARK ETF TRUST | OAKM | Other | 0.74% | 112,311 | -9,996 | -8.17% | $3,297,451 |
| CAPITAL GROUP GROWTH ETF | CGGR | Other | 0.69% | 64,811 | -1,598 | -2.41% | $3,073,986 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.66% | 18,449 | +243 | +1.33% | $2,912,111 |
| SCM TRUST | SEPI | Other | 0.57% | 88,499 | -3,565 | -3.87% | $2,542,576 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 0.55% | 48,183 | -2,233 | -4.43% | $2,426,998 |
| APPLE INC | AAPL | Technology | 0.54% | 7,201 | +393 | +5.77% | $2,398,227 |
| GOLDMAN SACHS ETF TR | GPIX | Other | 0.45% | 35,993 | -106 | -0.29% | $2,009,489 |
| ISHARES TR | IVV | Other | 0.44% | 2,548 | -6 | -0.23% | $1,951,173 |
| INVESCO EXCH TRADED FD TR II | QQQM | Other | 0.40% | 5,794 | -95,646 | -94.29% | $1,765,009 |
| VANGUARD WORLD FD | MGK | Other | 0.39% | 18,852 | -30 | -0.16% | $1,746,601 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.39% | 3,487 | +613 | +21.33% | $1,736,183 |
| MICROSOFT CORP | MSFT | Technology | 0.37% | 3,155 | +271 | +9.40% | $1,618,142 |
| NVIDIA CORPORATION | NVDA | Technology | 0.36% | 7,029 | +789 | +12.64% | $1,605,325 |
| CAPITAL GROUP CORE EQUITY ET | CGUS | Other | 0.35% | 35,135 | -96 | -0.27% | $1,563,521 |
Showing 30 of 116 holdings in the latest reporting period.