Investment Planning Advisors, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$363.2M
Q ending 2026-03-31
Prior quarter
$343.5M
Q ending 2025-12-31
Change
+5.7% QoQ · +47.6% YoY
Positions
107
reported holdings
Largest positions
Top 100 of 107 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Spdr Series Trust | SPYM | Shares | $44.3M | 578K |
| Vanguard World Fd | MGC | Shares | $35.9M | 152K |
| Vanguard Malvern Fds | VCRB | Shares | $28.2M | 365K |
| Invesco Exch Traded Fd Tr Ii | RWL | Shares | $28.0M | 244K |
| Ea Series Trust | FRDM | Shares | $25.7M | 470K |
| Vanguard Index Fds | VXF | Shares | $24.6M | 119K |
| Invesco Exch Traded Fd Tr Ii | QQQM | Shares | $23.4M | 98K |
| Fidelity Merrimack Str Tr | FBND | Shares | $17.0M | 373K |
| Schwab Strategic Tr | SCHF | Shares | $12.7M | 514K |
| Ishares Tr | FLOT | Shares | $10.8M | 212K |
| Vanguard Bd Index Fds | BSV | Shares | $9.6M | 123K |
| Capital Grp Fixed Incm Etf T | CGCP | Shares | $7.5M | 337K |
| Vanguard Index Fds | VNQ | Shares | $5.3M | 60K |
| Spdr Index Shs Fds | SPGM | Shares | $5.2M | 69K |
| Spdr Series Trust | XOP | Shares | $5.2M | 28K |
| J P Morgan Exchange Traded F | JPEF | Shares | $4.7M | 66K |
| First Tr Exch Traded Fd Iii | FMB | Shares | $3.9M | 77K |
| Spdr Series Trust | SPTM | Shares | $3.9M | 49K |
| Harris Oakmark Etf Trust | OAKM | Shares | $3.3M | 121K |
| J P Morgan Exchange Traded F | JMUB | Shares | $2.9M | 58K |
| Capital Group Growth Etf | CGGR | Shares | $2.8M | 71K |
| Vanguard Intl Equity Index F | VT | Shares | $2.4M | 18K |
| Schwab Strategic Tr | SCMB | Shares | $2.3M | 91K |
| Scm Trust | SEPI | Shares | $2.2M | 89K |
| J P Morgan Exchange Traded F | JMHI | Shares | $1.8M | 37K |
| Goldman Sachs Etf Tr | GPIX | Shares | $1.8M | 36K |
| Ishares Tr | IVV | Shares | $1.6M | 3K |
| Apple Inc | AAPL | Shares | $1.5M | 6K |
| Capital Group Core Equity Et | CGUS | Shares | $1.4M | 37K |
| Vanguard World Fd | MGK | Shares | $1.4M | 4K |
| Invesco Exchange Traded Fd T | RSP | Shares | $1.4M | 7K |
| Dimensional Etf Trust | DFAX | Shares | $1.4M | 40K |
| Capital Group International | CGIE | Shares | $1.3M | 37K |
| Berkley W R Corp | WRB | Shares | $1.2M | 18K |
| Ishares Tr | MUB | Shares | $1.2M | 11K |
| Vanguard Specialized Funds | VIG | Shares | $1.1M | 5K |
| Jpmorgan Chase & Co | JPM | Shares | $1.0M | 3K |
| Invesco Exchange Traded Fd T | SPGP | Shares | $973K | 9K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $970K | 2K |
| Walmart Inc | WMT | Shares | $965K | 8K |
| Blackrock Etf Trust Ii | BINC | Shares | $961K | 19K |
| First Tr Exchange-Traded Fd | FTCS | Shares | $912K | 10K |
| Schwab Strategic Tr | SCHX | Shares | $907K | 35K |
| Alphabet Inc | GOOGL | Shares | $905K | 3K |
| J P Morgan Exchange Traded F | JPIE | Shares | $846K | 18K |
| Vanguard Index Fds | VTI | Shares | $840K | 3K |
| J P Morgan Exchange Traded F | JPST | Shares | $815K | 16K |
| Nvidia Corporation | NVDA | Shares | $741K | 4K |
| Southern Co | SO | Shares | $731K | 8K |
| Vanguard World Fd | VPU | Shares | $720K | 4K |
| J P Morgan Exchange Traded F | JEPQ | Shares | $716K | 13K |
| Ishares Tr | SUB | Shares | $706K | 7K |
| Ishares Tr | ICSH | Shares | $693K | 14K |
| Capital Group Global Equity | CGGE | Shares | $686K | 22K |
| Microsoft Corp | MSFT | Shares | $682K | 2K |
| Capital Group Gbl Growth Eqt | CGGO | Shares | $676K | 20K |
| Spdr Series Trust | SPMD | Shares | $635K | 11K |
| Spdr Series Trust | SPSM | Shares | $632K | 13K |
| Exxon Mobil Corp | XOM | Shares | $623K | 4K |
| Tesla Inc | TSLA | Shares | $606K | 2K |
| Vanguard Index Fds | VO | Shares | $550K | 2K |
| Alps Etf Tr | AMLP | Shares | $493K | 9K |
| Ishares Tr | PFF | Shares | $483K | 16K |
| Victory Portfolios Ii | CSB | Shares | $478K | 8K |
| Select Sector Spdr Tr | XLV | Shares | $453K | 3K |
| Capital Group Intl Focus Eqt | CGXU | Shares | $434K | 15K |
| Vanguard Index Fds | VB | Shares | $430K | 2K |
| Vanguard World Fd | VHT | Shares | $429K | 2K |
| Mcdonalds Corp | MCD | Shares | $428K | 1K |
| Ishares Tr | QUAL | Shares | $421K | 2K |
| Linde Plc | Shares | $420K | 847 | |
| Schwab Strategic Tr | SCHZ | Shares | $420K | 18K |
| Amazon Com Inc | AMZN | Shares | $415K | 2K |
| Ishares Tr | DGRO | Shares | $410K | 6K |
| Ssga Active Etf Tr | SRLN | Shares | $396K | 10K |
| Costco Wholesale Corporation | COST | Shares | $386K | 388 |
| Johnson & Johnson | JNJ | Shares | $378K | 2K |
| Capital Grp Fixed Incm Etf T | CGMS | Shares | $363K | 13K |
| Home Depot Inc | HD | Shares | $339K | 1K |
| Select Sector Spdr Tr | XLK | Shares | $338K | 3K |
| Cohen & Steers Reit & Pfd & | XRNPX | Shares | $336K | 17K |
| Ishares Tr | IEF | Shares | $320K | 3K |
| Spdr Series Trust | SPAB | Shares | $319K | 12K |
| Schwab Strategic Tr | SCHG | Shares | $307K | 11K |
| United Parcel Svcs Inc | UPS | Shares | $302K | 3K |
| Chevron Corporation | CVX | Shares | $292K | 1K |
| Vanguard Whitehall Fds | VYM | Shares | $282K | 2K |
| Schwab Strategic Tr | FNDX | Shares | $278K | 10K |
| J P Morgan Exchange Traded F | JQUA | Shares | $277K | 5K |
| Spdr Series Trust | TFI | Shares | $275K | 6K |
| Coca Cola Co | KO | Shares | $265K | 3K |
| J P Morgan Exchange Traded F | HELO | Shares | $262K | 4K |
| Meta Platforms Inc | META | Shares | $260K | 455 |
| Procter & Gamble Co | PG | Shares | $248K | 2K |
| Oracle Corp | ORCL | Shares | $247K | 2K |
| Caterpillar Inc | CAT | Shares | $245K | 346 |
| Progressive Corp | PGR | Shares | $244K | 1K |
| Vanguard World Fd | VIS | Shares | $235K | 752 |
| Spdr Series Trust | LGLV | Shares | $232K | 1K |
| Ishares Tr | ITA | Shares | $231K | 1K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.