Investment Planning Advisors, Inc. Portfolio Stock Holdings
Investment Planning Advisors, Inc. disclosed 107 stock positions valued at approximately $363.2 million in its latest SEC 13F filing. The largest holdings include SPDR SERIES TRUST, VANGUARD WORLD FD, and VANGUARD MALVERN FDS. The filing reflects positions held as of March 31, 2026 and was filed on April 23, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 107
- Portfolio Value
- $363.2M
Holdings by Sector
Investment Planning Advisors, Inc. Portfolio Holdings in Q1 2026
103 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPDR SERIES TRUST | SPLG | Other | 12.19% | 578,203 | +54,111 | +10.32% | $44,255,642 |
| VANGUARD WORLD FD | MGC | Other | 9.89% | 151,958 | +15,704 | +11.53% | $35,915,356 |
| VANGUARD MALVERN FDS | VCRB | Other | 7.78% | 365,078 | +74,413 | +25.60% | $28,249,760 |
| INVESCO EXCH TRADED FD TR II | RWL | Other | 7.71% | 243,712 | +77,853 | +46.94% | $28,004,899 |
| EA SERIES TRUST | FRDM | Other | 7.08% | 470,311 | -88,713 | -15.87% | $25,702,506 |
| VANGUARD INDEX FDS | VXF | Other | 6.77% | 119,471 | +12,591 | +11.78% | $24,587,048 |
| INVESCO EXCH TRADED FD TR II | QQQM | Other | 6.44% | 98,485 | +34,831 | +54.72% | $23,401,986 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 4.69% | 373,042 | +3,326 | +0.90% | $17,018,165 |
| SCHWAB STRATEGIC TR | SCHF | Other | 3.50% | 514,295 | +195,797 | +61.48% | $12,728,811 |
| ISHARES TR | FLOT | Other | 2.97% | 211,765 | +211,765 | +100.00% | $10,789,427 |
| VANGUARD BD INDEX FDS | BSV | Other | 2.65% | 122,956 | +15,041 | +13.94% | $9,640,994 |
| CAPITAL GRP FIXED INCM ETF T | CGCP | Other | 2.07% | 336,728 | +3,945 | +1.19% | $7,522,504 |
| VANGUARD INDEX FDS | VNQ | Other | 1.46% | 59,726 | +59,726 | +100.00% | $5,297,659 |
| SPDR INDEX SHS FDS | SPGM | Other | 1.43% | 68,752 | +26,478 | +62.63% | $5,205,224 |
| SPDR SERIES TRUST | XOP | Other | 1.42% | 28,402 | +28,402 | +100.00% | $5,164,345 |
| J P MORGAN EXCHANGE TRADED F | JPEF | Other | 1.30% | 65,573 | +1,849 | +2.90% | $4,708,771 |
| FIRST TR EXCH TRADED FD III | FMB | Other | 1.07% | 76,795 | +1,689 | +2.25% | $3,890,427 |
| SPDR SERIES TRUST | SPTM | Other | 1.07% | 49,062 | +716 | +1.48% | $3,878,875 |
| J P MORGAN EXCHANGE TRADED F | JMUB | Other | 0.80% | 58,363 | +504 | +0.87% | $2,917,551 |
| CAPITAL GROUP GROWTH ETF | CGGR | Other | 0.78% | 70,747 | -2,118 | -2.91% | $2,843,322 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.67% | 17,543 | +329 | +1.91% | $2,426,559 |
| SCHWAB STRATEGIC TR | SCMB | Other | 0.64% | 90,923 | +8,592 | +10.44% | $2,316,718 |
| J P MORGAN EXCHANGE TRADED F | JMHI | Other | 0.51% | 36,871 | +2,151 | +6.20% | $1,837,278 |
| GOLDMAN SACHS ETF TR | GPIX | Other | 0.49% | 35,503 | +5,455 | +18.15% | $1,776,570 |
| ISHARES TR | IVV | Other | 0.45% | 2,505 | +69 | +2.83% | $1,636,122 |
| APPLE INC | AAPL | Technology | 0.41% | 5,825 | +683 | +13.28% | $1,478,306 |
| CAPITAL GROUP CORE EQUITY ET | CGUS | Other | 0.39% | 36,626 | -318,401 | -89.68% | $1,407,155 |
| VANGUARD WORLD FD | MGK | Other | 0.38% | 3,785 | -27 | -0.71% | $1,390,606 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 0.38% | 7,192 | -73,855 | -91.13% | $1,380,230 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 0.37% | 39,875 | +884 | +2.27% | $1,354,544 |
| CAPITAL GROUP INTERNATIONAL | CGIE | Other | 0.34% | 37,008 | -81 | -0.22% | $1,251,611 |
| BERKLEY W R CORP | WRB | Financial Services | 0.34% | 18,402 | -5 | -0.03% | $1,219,685 |
| ISHARES TR | MUB | Other | 0.33% | 11,129 | -3,422 | -23.52% | $1,181,309 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.32% | 5,332 | -354 | -6.23% | $1,146,772 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.28% | 3,497 | +610 | +21.13% | $1,028,539 |
| INVESCO EXCHANGE TRADED FD T | SPGP | Other | 0.27% | 9,046 | -3 | -0.03% | $973,495 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.27% | 2,024 | +766 | +60.89% | $970,076 |
| WALMART INC | WMT | Consumer Defensive | 0.27% | 7,766 | +788 | +11.29% | $965,208 |
| BLACKROCK ETF TRUST II | BINC | Other | 0.26% | 18,502 | -209,887 | -91.90% | $960,787 |
| FIRST TR EXCHANGE-TRADED FD | FTCS | Other | 0.25% | 9,830 | -15 | -0.15% | $911,840 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.25% | 35,379 | +4,738 | +15.46% | $907,120 |
| ALPHABET INC | GOOGL | Communication Services | 0.25% | 3,146 | +617 | +24.40% | $904,538 |
| J P MORGAN EXCHANGE TRADED F | JPIE | Other | 0.23% | 18,372 | -1,642 | -8.20% | $846,406 |
| VANGUARD INDEX FDS | VTI | Other | 0.23% | 2,620 | -40 | -1.50% | $840,383 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 0.22% | 16,095 | -2,630 | -14.05% | $814,588 |
| NVIDIA CORPORATION | NVDA | Technology | 0.20% | 4,247 | +987 | +30.28% | $740,738 |
| SOUTHERN CO | SO | Utilities | 0.20% | 7,573 | +1,158 | +18.05% | $730,983 |
| VANGUARD WORLD FD | VPU | Other | 0.20% | 3,633 | +14 | +0.39% | $719,744 |
| J P MORGAN EXCHANGE TRADED F | JEPQ | Other | 0.20% | 12,902 | +992 | +8.33% | $716,319 |
| ISHARES TR | SUB | Other | 0.19% | 6,629 | +98 | +1.50% | $705,971 |
| ISHARES TR | ICSH | Other | 0.19% | 13,700 | +197 | +1.46% | $693,483 |
| MICROSOFT CORP | MSFT | Technology | 0.19% | 1,842 | -459 | -19.95% | $681,746 |
| CAPITAL GROUP GBL GROWTH EQT | CGGO | Other | 0.19% | 20,270 | +387 | +1.95% | $676,418 |
| SPDR SERIES TRUST | SPMD | Other | 0.17% | 10,724 | -33 | -0.31% | $635,047 |
| SPDR SERIES TRUST | SPSM | Other | 0.17% | 13,073 | +647 | +5.21% | $631,705 |
| EXXON MOBIL CORP | XOM | Energy | 0.17% | 3,670 | +729 | +24.79% | $622,639 |
| TESLA INC | TSLA | Consumer Cyclical | 0.17% | 1,629 | -48 | -2.86% | $605,583 |
| VANGUARD INDEX FDS | VO | Other | 0.15% | 1,915 | +61 | +3.29% | $549,806 |
| ALPS ETF TR | AMLP | Other | 0.14% | 9,365 | +178 | +1.94% | $492,974 |
| ISHARES TR | PFF | Other | 0.13% | 15,926 | +334 | +2.14% | $482,876 |
| VICTORY PORTFOLIOS II | CSB | Other | 0.13% | 7,743 | +143 | +1.88% | $478,150 |
| SELECT SECTOR SPDR TR | XLV | Other | 0.12% | 3,093 | +436 | +16.41% | $453,423 |
| CAPITAL GROUP INTL FOCUS EQT | CGXU | Other | 0.12% | 14,719 | +87 | +0.59% | $434,063 |
| VANGUARD INDEX FDS | VB | Other | 0.12% | 1,643 | +53 | +3.33% | $430,318 |
| VANGUARD WORLD FD | VHT | Other | 0.12% | 1,576 | +574 | +57.29% | $429,200 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.12% | 1,377 | +312 | +29.30% | $428,062 |
| ISHARES TR | QUAL | Other | 0.12% | 2,195 | -114 | -4.94% | $421,079 |
| LINDE PLC | LIN | Other | 0.12% | 847 | +847 | +100.00% | $420,024 |
| SCHWAB STRATEGIC TR | SCHZ | Other | 0.12% | 18,070 | -3,076 | -14.55% | $419,585 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.11% | 1,994 | +603 | +43.35% | $415,282 |
| ISHARES TR | DGRO | Other | 0.11% | 5,839 | +324 | +5.87% | $409,751 |
| SSGA ACTIVE ETF TR | SRLN | Other | 0.11% | 9,860 | +601 | +6.49% | $395,780 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.11% | 388 | +127 | +48.66% | $386,122 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.10% | 1,545 | +330 | +27.16% | $377,625 |
| CAPITAL GRP FIXED INCM ETF T | CGMS | Other | 0.10% | 13,329 | -4,862 | -26.73% | $362,949 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.09% | 1,031 | +255 | +32.86% | $339,137 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.09% | 2,545 | +351 | +16.00% | $338,262 |
| COHEN & STEERS REIT & PFD & | XRNPX | Other | 0.09% | 17,014 | -130 | -0.76% | $336,197 |
| ISHARES TR | IEF | Other | 0.09% | 3,357 | +1,253 | +59.55% | $320,350 |
| SPDR SERIES TRUST | SPAB | Other | 0.09% | 12,462 | -466 | -3.60% | $319,276 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.08% | 10,522 | +2,288 | +27.79% | $306,517 |
| UNITED PARCEL SVCS INC | UPS | Industrials | 0.08% | 3,071 | +375 | +13.91% | $302,156 |
| CHEVRON CORPORATION | CVX | Energy | 0.08% | 1,412 | +1,412 | +100.00% | $292,111 |
| VANGUARD WHITEHALL FDS | VYM | Other | 0.08% | 1,906 | +20 | +1.06% | $282,279 |
| SCHWAB STRATEGIC TR | FNDX | Other | 0.08% | 9,992 | +9,992 | +100.00% | $278,277 |
| J P MORGAN EXCHANGE TRADED F | JQUA | Other | 0.08% | 4,519 | -3,986 | -46.87% | $277,109 |
| SPDR SERIES TRUST | TFI | Other | 0.08% | 6,075 | +861 | +16.51% | $275,441 |
| COCA COLA CO | KO | Consumer Defensive | 0.07% | 3,479 | -100 | -2.79% | $264,549 |
| J P MORGAN EXCHANGE TRADED F | HELO | Other | 0.07% | 4,094 | -6 | -0.15% | $261,665 |
| META PLATFORMS INC | META | Communication Services | 0.07% | 455 | +455 | +100.00% | $260,076 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.07% | 1,715 | +172 | +11.15% | $247,734 |
| ORACLE CORP | ORCL | Technology | 0.07% | 1,677 | +588 | +53.99% | $246,630 |
| CATERPILLAR INC | CAT | Industrials | 0.07% | 346 | +346 | +100.00% | $245,231 |
| PROGRESSIVE CORP | PGR | Financial Services | 0.07% | 1,233 | +1,233 | +100.00% | $244,499 |
| VANGUARD WORLD FD | VIS | Other | 0.06% | 752 | +752 | +100.00% | $234,818 |
| SPDR SERIES TRUST | LGLV | Other | 0.06% | 1,300 | - | - | $231,530 |
| ISHARES TR | ITA | Other | 0.06% | 1,054 | +1,054 | +100.00% | $230,526 |
| SCHWAB STRATEGIC TR | SCHA | Other | 0.06% | 7,637 | +423 | +5.86% | $222,089 |
| PEPSICO INC | PEP | Consumer Defensive | 0.06% | 1,411 | +1,411 | +100.00% | $219,185 |
| SELECT SECTOR SPDR TR | XLE | Other | 0.06% | 3,520 | +3,520 | +100.00% | $215,637 |