Investment Planning Advisors, Inc. Portfolio Stock Holdings
Investment Planning Advisors, Inc. disclosed 117 stock positions valued at approximately $431.8 million in its latest SEC 13F filing. The largest holdings include SPDR SERIES TRUST, INVESCO EXCH TRADED FD TR II, and INVESCO EXCHANGE TRADED FD T. The filing reflects positions held as of June 30, 2026 and was filed on July 23, 2026.
- Report Period
- June 30, 2026
- No. of Stocks
- 117
- Portfolio Value
- $431.8M
Holdings by Sector
Investment Planning Advisors, Inc. Portfolio Holdings in Q2 2026
112 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPDR SERIES TRUST | SPLG | Other | 12.31% | 604,935 | +26,732 | +4.62% | $53,161,731 |
| INVESCO EXCH TRADED FD TR II | RWL | Other | 9.54% | 322,460 | +78,748 | +32.31% | $41,197,521 |
| INVESCO EXCHANGE TRADED FD T | RSP | Other | 7.86% | 159,611 | +152,419 | +2119.29% | $33,960,521 |
| VANGUARD MALVERN FDS | VCRB | Other | 7.20% | 402,406 | +37,328 | +10.22% | $31,078,922 |
| VANGUARD INDEX FDS | VXF | Other | 7.17% | 125,832 | +6,361 | +5.32% | $30,981,086 |
| INVESCO EXCH TRADED FD TR II | QQQM | Other | 7.12% | 101,440 | +2,955 | +3.00% | $30,733,151 |
| EA SERIES TRUST | FRDM | Other | 6.95% | 411,418 | -58,893 | -12.52% | $29,992,368 |
| EA SERIES TRUST | BOXX | Other | 4.36% | 160,622 | +160,622 | +100.00% | $18,807,203 |
| SCHWAB STRATEGIC TR | SCHF | Other | 4.31% | 671,844 | +157,549 | +30.63% | $18,610,083 |
| VANGUARD BD INDEX FDS | BSV | Other | 3.76% | 208,650 | +85,694 | +69.69% | $16,255,902 |
| ISHARES TR | FLOT | Other | 2.75% | 232,202 | +20,437 | +9.65% | $11,853,905 |
| CAPITAL GRP FIXED INCM ETF T | CGCP | Other | 1.77% | 343,021 | +6,293 | +1.87% | $7,645,938 |
| VANGUARD INDEX FDS | VNQ | Other | 1.45% | 65,096 | +5,370 | +8.99% | $6,277,250 |
| SPDR INDEX SHS FDS | SPGM | Other | 1.45% | 72,890 | +4,138 | +6.02% | $6,244,503 |
| J P MORGAN EXCHANGE TRADED F | JPEF | Other | 1.23% | 65,993 | +420 | +0.64% | $5,301,200 |
| SPDR SERIES TRUST | SPTM | Other | 1.02% | 48,323 | -739 | -1.51% | $4,387,289 |
| FIRST TR EXCH TRADED FD III | FMB | Other | 0.92% | 77,540 | +745 | +0.97% | $3,982,999 |
| CAPITAL GROUP GROWTH ETF | CGGR | Other | 0.73% | 66,409 | -4,338 | -6.13% | $3,134,505 |
| J P MORGAN EXCHANGE TRADED F | JMUB | Other | 0.68% | 57,652 | -711 | -1.22% | $2,920,384 |
| VANGUARD INTL EQUITY INDEX F | VT | Other | 0.66% | 18,206 | +663 | +3.78% | $2,857,366 |
| J P MORGAN EXCHANGE TRADED F | JPST | Other | 0.59% | 50,416 | +34,321 | +213.24% | $2,549,551 |
| SCHWAB STRATEGIC TR | SCMB | Other | 0.54% | 90,645 | -278 | -0.31% | $2,340,454 |
| GOLDMAN SACHS ETF TR | GPIX | Other | 0.46% | 36,099 | +596 | +1.68% | $2,006,021 |
| APPLE INC | AAPL | Technology | 0.46% | 6,808 | +983 | +16.88% | $1,969,879 |
| ISHARES TR | IVV | Other | 0.44% | 2,554 | +49 | +1.96% | $1,912,352 |
| J P MORGAN EXCHANGE TRADED F | JMHI | Other | 0.42% | 35,846 | -1,025 | -2.78% | $1,814,997 |
| VANGUARD WORLD FD | MGK | Other | 0.38% | 18,882 | +15,097 | +398.86% | $1,659,886 |
| CAPITAL GROUP CORE EQUITY ET | CGUS | Other | 0.36% | 35,231 | -1,395 | -3.81% | $1,567,079 |
| VANGUARD WORLD FD | MGC | Other | 0.35% | 5,558 | -146,400 | -96.34% | $1,520,926 |
| DIMENSIONAL ETF TRUST | DFAX | Other | 0.34% | 40,252 | +377 | +0.95% | $1,482,897 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.33% | 2,874 | +850 | +42.00% | $1,438,208 |
| CAPITAL GROUP INTERNATIONAL | CGIE | Other | 0.33% | 38,689 | +1,681 | +4.54% | $1,422,981 |
| ALPHABET INC | GOOGL | Communication Services | 0.32% | 3,813 | +667 | +21.20% | $1,362,720 |
| BERKLEY W R CORP | WRB | Financial Services | 0.30% | 18,403 | +1 | +0.01% | $1,297,932 |
| NVIDIA CORPORATION | NVDA | Technology | 0.29% | 6,240 | +1,993 | +46.93% | $1,248,536 |
| VANGUARD SPECIALIZED FUNDS | VIG | Other | 0.28% | 5,197 | -135 | -2.53% | $1,229,823 |
| JPMORGAN CHASE & CO | JPM | Financial Services | 0.28% | 3,743 | +246 | +7.03% | $1,225,086 |
| WALMART INC | WMT | Consumer Defensive | 0.25% | 9,567 | +1,801 | +23.19% | $1,083,574 |
| MICROSOFT CORP | MSFT | Technology | 0.25% | 2,884 | +1,042 | +56.57% | $1,075,818 |
| INVESCO EXCHANGE TRADED FD T | SPGP | Other | 0.25% | 8,774 | -272 | -3.01% | $1,072,968 |
| SCHWAB STRATEGIC TR | SCHX | Other | 0.24% | 35,379 | - | - | $1,041,206 |
| ISHARES TR | MUB | Other | 0.24% | 9,443 | -1,686 | -15.15% | $1,016,291 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.23% | 4,160 | +2,166 | +108.63% | $991,527 |
| SOUTHERN CO | SO | Utilities | 0.22% | 10,123 | +2,550 | +33.67% | $968,841 |
| VANGUARD INDEX FDS | VTI | Other | 0.22% | 2,607 | -13 | -0.50% | $964,552 |
| FIRST TR EXCHANGE-TRADED FD | FTCS | Other | 0.21% | 9,647 | -183 | -1.86% | $906,055 |
| J P MORGAN EXCHANGE TRADED F | JPIE | Other | 0.21% | 19,321 | +949 | +5.17% | $889,723 |
| CAPITAL GROUP GBL GROWTH EQT | CGGO | Other | 0.20% | 20,637 | +367 | +1.81% | $873,574 |
| J P MORGAN EXCHANGE TRADED F | JEPQ | Other | 0.19% | 13,320 | +418 | +3.24% | $818,647 |
| SPDR SERIES TRUST | SPSM | Other | 0.18% | 13,132 | +59 | +0.45% | $757,337 |
| SPDR SERIES TRUST | SPMD | Other | 0.17% | 10,769 | +45 | +0.42% | $727,585 |
| VANGUARD WORLD FD | VPU | Other | 0.16% | 3,573 | -60 | -1.65% | $699,336 |
| TESLA INC | TSLA | Consumer Cyclical | 0.16% | 1,642 | +13 | +0.80% | $690,451 |
| BLACKROCK ETF TRUST II | BINC | Other | 0.16% | 13,080 | -5,422 | -29.30% | $684,616 |
| VANGUARD WORLD FD | VHT | Other | 0.15% | 2,192 | +616 | +39.09% | $655,439 |
| EXXON MOBIL CORP | XOM | Energy | 0.15% | 4,645 | +975 | +26.57% | $635,031 |
| LINDE PLC | LIN | Other | 0.15% | 1,213 | +366 | +43.21% | $629,628 |
| ISHARES TR | SUB | Other | 0.14% | 5,841 | -788 | -11.89% | $621,912 |
| VANGUARD INDEX FDS | VO | Other | 0.14% | 7,385 | +5,470 | +285.64% | $594,969 |
| VICTORY PORTFOLIOS II | CSB | Other | 0.12% | 8,044 | +301 | +3.89% | $527,626 |
| ISHARES TR | ICSH | Other | 0.12% | 10,099 | -3,601 | -26.28% | $510,793 |
| CAPITAL GROUP INTL FOCUS EQT | CGXU | Other | 0.12% | 14,563 | -156 | -1.06% | $504,171 |
| ISHARES TR | PFF | Other | 0.12% | 16,311 | +385 | +2.42% | $497,322 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.11% | 523 | +135 | +34.79% | $489,716 |
| FIDELITY MERRIMACK STR TR | FBND | Other | 0.11% | 10,666 | -362,376 | -97.14% | $485,187 |
| ALPS ETF TR | AMLP | Other | 0.11% | 9,345 | -20 | -0.21% | $484,538 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 0.11% | 1,902 | +357 | +23.11% | $483,154 |
| VANGUARD INDEX FDS | VB | Other | 0.11% | 1,581 | -62 | -3.77% | $479,255 |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | Technology | 0.11% | 998 | +998 | +100.00% | $476,615 |
| VISA INC | V | Financial Services | 0.11% | 1,371 | +697 | +103.41% | $470,440 |
| ISHARES TR | DGRO | Other | 0.11% | 6,019 | +180 | +3.08% | $456,149 |
| ISHARES TR | QUAL | Other | 0.11% | 2,078 | -117 | -5.33% | $455,999 |
| CATERPILLAR INC | CAT | Industrials | 0.11% | 428 | +82 | +23.70% | $455,366 |
| HOME DEPOT INC | HD | Consumer Cyclical | 0.10% | 1,274 | +243 | +23.57% | $449,228 |
| PALO ALTO NETWORKS INC | PANW | Technology | 0.10% | 1,306 | +1,306 | +100.00% | $445,401 |
| SSGA ACTIVE ETF TR | SRLN | Other | 0.10% | 11,052 | +1,192 | +12.09% | $445,285 |
| SCHWAB STRATEGIC TR | SCHG | Other | 0.10% | 12,292 | +1,770 | +16.82% | $415,949 |
| SCHWAB STRATEGIC TR | SCHZ | Other | 0.10% | 17,854 | -216 | -1.20% | $412,963 |
| CROWDSTRIKE HLDGS INC | CRWD | Technology | 0.09% | 526 | +526 | +100.00% | $401,328 |
| VANGUARD WORLD FD | VIS | Other | 0.09% | 1,052 | +300 | +39.89% | $379,165 |
| ISHARES TR | IEF | Other | 0.09% | 3,904 | +547 | +16.29% | $369,215 |
| COHEN & STEERS REIT & PFD & | XRNPX | Other | 0.08% | 17,145 | +131 | +0.77% | $348,044 |
| SELECT SECTOR SPDR TR | XLK | Other | 0.08% | 1,811 | -734 | -28.84% | $345,120 |
| ORACLE CORP | ORCL | Technology | 0.08% | 2,331 | +654 | +39.00% | $341,627 |
| CAPITAL GRP FIXED INCM ETF T | CGMS | Other | 0.08% | 12,367 | -962 | -7.22% | $337,990 |
| CONSTELLATION ENERGY CORP | CEG | Utilities | 0.08% | 1,342 | +1,342 | +100.00% | $333,205 |
| J P MORGAN EXCHANGE TRADED F | HELO | Other | 0.08% | 4,900 | +806 | +19.69% | $331,126 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 0.08% | 1,217 | -160 | -11.62% | $329,094 |
| J P MORGAN EXCHANGE TRADED F | JQUA | Other | 0.08% | 4,525 | +6 | +0.13% | $327,059 |
| QUALCOMM INC | QCOM | Technology | 0.07% | 1,740 | +1,740 | +100.00% | $321,492 |
| PROGRESSIVE CORP | PGR | Financial Services | 0.07% | 1,463 | +230 | +18.65% | $319,637 |
| SCHWAB STRATEGIC TR | FNDX | Other | 0.07% | 9,992 | - | - | $310,751 |
| SELECT SECTOR SPDR TR | XLV | Other | 0.07% | 1,937 | -1,156 | -37.37% | $307,279 |
| DOMINION ENERGY INC | D | Utilities | 0.07% | 4,499 | +4,499 | +100.00% | $307,246 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 0.07% | 2,036 | +321 | +18.72% | $298,532 |
| SPDR SERIES TRUST | SPAB | Other | 0.07% | 11,549 | -913 | -7.33% | $294,730 |
| COCA COLA CO | KO | Consumer Defensive | 0.07% | 3,558 | +79 | +2.27% | $289,192 |
| CHEVRON CORPORATION | CVX | Energy | 0.07% | 1,744 | +332 | +23.51% | $289,040 |
| UNITED PARCEL SVCS INC | UPS | Industrials | 0.07% | 2,685 | -386 | -12.57% | $288,612 |
| SCHWAB STRATEGIC TR | SCHA | Other | 0.06% | 7,637 | - | - | $275,932 |