Investment Planning Advisors, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on July 23, 2026, Investment Planning Advisors, Inc. disclosed 113 stock positions valued at approximately $431.82M as of quarter-end June 30, 2026. The largest holdings include SPDR SERIES TRUST, INVESCO EXCH TRADED FD TR II, and INVESCO EXCHANGE TRADED FD T.
- Report Period
- June 30, 2026
- No. of Stocks
- 113
- Portfolio Value
- $431.82M
Holdings by Sector
Investment Planning Advisors, Inc. Portfolio Holdings in Q2 2026
| 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 |
Showing 30 of 113 holdings in the latest reporting period.