Investment Planning Advisors, Inc.
Q3 2026 13F filing
Updated 22 days ago117 disclosed positions worth $443.1M
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | S SPDR SERIES TRUST | $56.6M | 630.4K | 12.77% | Added(+4.2%) |
| 2 | I INVESCO EXCH TRADED FD TR II | $43.2M | 336.0K | 9.76% | Added(+4.2%) |
| 3 | ? N/A VANGUARD MALVERN FDS | $37M | 501.9K | 8.34% | Added(+24.7%) |
| 4 | I INVESCO EXCHANGE TRADED FD T | $34.7M | 167.0K | 7.84% | Added(+4.6%) |
| 5 | V VANGUARD INDEX FDS | $30.4M | 131.4K | 6.87% | Added(+4.4%) |
| 6 | ? N/A SPDR SERIES TRUST | $30.2M | 1.20M | 6.81% | — |
| 7 | S SCHWAB STRATEGIC TR | $26.2M | 953.4K | 5.91% | Added(+41.9%) |
| 8 | ? N/A EA SERIES TRUST | $23.4M | 197.3K | 5.27% | Added(+22.9%) |
| 9 | F EA SERIES TRUST | $22.2M | 317.8K | 5.02% | Trimmed(-22.8%) |
| 10 | V VANGUARD BD INDEX FDS | $16.9M | 220.9K | 3.81% | Added(+5.9%) |
| 11 | E ISHARES TR | $13.1M | 257.5K | 2.97% | Added(+10.9%) |
| 12 | C CAPITAL GRP FIXED INCM ETF T | $6.9M | 324.6K | 1.55% | Trimmed(-5.4%) |
| 13 | S SPDR INDEX SHS FDS | $6.6M | 76.8K | 1.50% | Added(+5.3%) |
| 14 | V VANGUARD INDEX FDS | $6.3M | 70.4K | 1.42% | Added(+8.2%) |
| 15 | H J P MORGAN EXCHANGE TRADED F | $5.1M | 63.2K | 1.16% | Trimmed(-4.2%) |
| 16 | S SPDR SERIES TRUST | $4.6M | 49.9K | 1.04% | Added(+3.3%) |
| 17 | ? N/A HARRIS OAKMARK ETF TRUST | $3.3M | 112.3K | 0.74% | Trimmed(-8.2%) |
| 18 | C CAPITAL GROUP GROWTH ETF | $3.1M | 64.8K | 0.69% | Trimmed(-2.4%) |
| 19 | V VANGUARD INTL EQUITY INDEX F | $2.9M | 18.4K | 0.66% | Added(+1.3%) |
| 20 | ? N/A SCM TRUST | $2.5M | 88.5K | 0.57% | Trimmed(-3.9%) |
| 21 | J J P MORGAN EXCHANGE TRADED F | $2.4M | 48.2K | 0.55% | Trimmed(-4.4%) |
| 22 | G GOLDMAN SACHS ETF TR | $2M | 36.0K | 0.45% | Trimmed(-0.3%) |
| 23 | E ISHARES TR | $2M | 2.5K | 0.44% | Trimmed(-0.2%) |
| 24 | A APPLE INC | $1.9M | 5.7K | 0.42% | Added(+4.5%) |
| 25 | E INVESCO EXCH TRADED FD TR II | $1.8M | 5.8K | 0.40% | Trimmed(-94.3%) |
| 26 | V VANGUARD WORLD FD | $1.7M | 18.9K | 0.39% | Trimmed(-0.2%) |
| 27 | B BERKSHIRE HATHAWAY INC DEL | $1.7M | 3.5K | 0.39% | Added(+21.3%) |
| 28 | M MICROSOFT CORP | $1.6M | 3.2K | 0.37% | Added(+9.4%) |
| 29 | N NVIDIA CORPORATION | $1.6M | 7.0K | 0.36% | Added(+12.6%) |
| 30 | C CAPITAL GROUP CORE EQUITY ET | $1.6M | 35.1K | 0.35% | Trimmed(-0.3%) |
| 31 | V VANGUARD WORLD FD | $1.5M | 5.5K | 0.35% | Trimmed(-1.9%) |
| 32 | D DIMENSIONAL ETF TRUST | $1.5M | 40.5K | 0.34% | Added(+0.6%) |
| 33 | G ALPHABET INC | $1.5M | 4.2K | 0.33% | Added(+11.3%) |
| 34 | C CAPITAL GROUP INTERNATIONAL | $1.3M | 36.2K | 0.30% | Trimmed(-6.5%) |
| 35 | J JPMORGAN CHASE & CO | $1.3M | 4.0K | 0.30% | Added(+6.3%) |
| 36 | W BERKLEY W R CORP | $1.3M | 18.7K | 0.28% | Added(+1.4%) |
| 37 | A AMAZON COM INC | $1.2M | 4.8K | 0.27% | Added(+15.0%) |
| 38 | B VANGUARD SPECIALIZED FUNDS | $1.2M | 5.0K | 0.26% | Trimmed(-4.0%) |
| 39 | W WALMART INC | $1.1M | 10.8K | 0.25% | Added(+12.5%) |
| 40 | I INVESCO EXCHANGE TRADED FD T | $1M | 8.7K | 0.23% | Trimmed(-0.6%) |
| 41 | S SCHWAB STRATEGIC TR | $1M | 33.8K | 0.23% | Trimmed(-4.5%) |
| 42 | V VANGUARD INDEX FDS | $973K | 2.6K | 0.22% | Trimmed(-0.3%) |
| 43 | S SOUTHERN CO | $950K | 11.5K | 0.21% | Added(+13.3%) |
| 44 | F FIRST TR EXCHANGE-TRADED FD | $908K | 9.7K | 0.20% | Added(+0.3%) |
| 45 | E ISHARES TR | $883K | 8.7K | 0.20% | Trimmed(-7.5%) |
| 46 | C CAPITAL GROUP GBL GROWTH EQT | $869K | 21.9K | 0.20% | Added(+5.9%) |
| 47 | X EXXONMOBIL HOLDINGS CORP | $843K | 5.2K | 0.19% | — |
| 48 | J J P MORGAN EXCHANGE TRADED F | $798K | 13.0K | 0.18% | Trimmed(-2.2%) |
| 49 | J J P MORGAN EXCHANGE TRADED F | $782K | 17.4K | 0.18% | Trimmed(-9.8%) |
| 50 | C CAPITAL GROUP GLOBAL EQUITY | $773K | 22.2K | 0.17% | Unchanged |