Investment Planning Advisors, Inc. - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 20, 2026, for the 2025 Q4 period, Investment Planning Advisors, Inc. held in its portfolio 89 assets valued at $343,489,072 (i.e. $343.49M).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($48.04M), VANGUARD WORLD FD ($34.22M), and EA SERIES TRUST ($28.66M).
The chart below shows the top 10 valuable assets, and the table below shows the top 89 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Investment Planning Advisors, Inc. - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 615063 | 48035896 | STATE STREET SPD |
| VANGUARD WORLD FD | 136254 | 34222955 | MEGA CAP INDEX |
| EA SERIES TRUST | 559024 | 28661163 | FREEDOM 100 EM |
| VANGUARD MALVERN FDS | 290665 | 22641360 | CORE BD ETF |
| VANGUARD INDEX FDS | 106880 | 22350701 | EXTEND MKT ETF |
| INVESCO EXCH TRADED FD TR II | 165859 | 18990906 | S&P 500 REVENUE |
| FIDELITY MERRIMACK STR TR | 369716 | 17021734 | TOTAL BD ETF |
| INVESCO EXCH TRADED FD TR II | 63654 | 16099244 | NASDAQ 100 ETF |
| INVESCO EXCHANGE TRADED FD T | 81047 | 15525440 | S&P500 EQL WGT |
| CAPITAL GROUP CORE EQUITY ET | 355027 | 14282755 | SHS CREATION UNI |
| BLACKROCK ETF TRUST II | 228389 | 12052089 | ISHARES FLEXIBLE |
| VANGUARD BD INDEX FDS | 107915 | 8504752 | SHORT TRM BOND |
| SCHWAB STRATEGIC TR | 318498 | 7656697 | INTL EQTY ETF |
| CAPITAL GRP FIXED INCM ETF T | 332783 | 7534207 | CORE PLUS INCM |
| J P MORGAN EXCHANGE TRADED F | 63724 | 4759371 | EQUITY FOCUS ETF |
| FIRST TR EXCH TRADED FD III | 75106 | 3840567 | MANAGD MUN ETF |
| SPDR INDEX SHS FDS | 42274 | 3242811 | PORTFLI MSCI GBL |
| CAPITAL GROUP GROWTH ETF | 72865 | 3240307 | SHS CREATION UNI |
| HARRIS OAKMARK ETF TRUST | 112835 | 3200001 | OAKMARK U S LRG |
| J P MORGAN EXCHANGE TRADED F | 57859 | 2921866 | MUNICIPAL ETF |
| VANGUARD INTL EQUITY INDEX F | 17214 | 2428229 | TT WRLD ST ETF |
| SCHWAB STRATEGIC TR | 82331 | 2120847 | MUN BD ETF |
| SCM TRUST | 71908 | 1891899 | SHELTON EQT PRE |
| J P MORGAN EXCHANGE TRADED F | 34720 | 1744676 | HIGH YIELD MUNI |
| ISHARES TR | 2436 | 1668441 | CORE S&P500 ETF |
| GOLDMAN SACHS ETF TR | 30048 | 1586534 | S&P 500 PREMIUM |
| VANGUARD WORLD FD | 3812 | 1573359 | MEGA GRWTH IND |
| ISHARES TR | 14551 | 1558520 | NATIONAL MUN ETF |
| APPLE INC | 5142 | 1397872 | COM |
| CAPITAL GROUP INTERNATIONAL | 37089 | 1291439 | SHS |
| BERKLEY W R CORP | 18407 | 1290699 | COM |
| DIMENSIONAL ETF TRUST | 38991 | 1276163 | WORLD EX US CORE |
| VANGUARD SPECIALIZED FUNDS | 5686 | 1249582 | DIV APP ETF |
| MICROSOFT CORP | 2301 | 1113036 | COM |
| INVESCO EXCHANGE TRADED FD T | 9049 | 1030325 | S&P 500 GARP ETF |
| J P MORGAN EXCHANGE TRADED F | 18725 | 947277 | ULTRA SHRT ETF |
| JPMORGAN CHASE & CO. | 2887 | 930241 | COM |
| J P MORGAN EXCHANGE TRADED F | 20014 | 926444 | INCOME ETF |
| FIRST TR EXCHANGE-TRADED FD | 9845 | 910812 | CAP STRENGTH ETF |
| VANGUARD INDEX FDS | 2660 | 891694 | TOTAL STK MKT |
| SCHWAB STRATEGIC TR | 30641 | 824551 | US LRG CAP ETF |
| ALPHABET INC | 2529 | 791537 | CAP STK CL A |
| WALMART INC | 6978 | 777463 | COM |
| TESLA INC | 1677 | 754069 | COM |
| ISHARES TR | 6531 | 696817 | SHRT NAT MUN ETF |
| J P MORGAN EXCHANGE TRADED F | 11910 | 692209 | NASDAQ EQT PREM |
| CAPITAL GROUP GBL GROWTH EQT | 19883 | 688954 | SHS CREATION UNI |
| ISHARES TR | 13503 | 682981 | ULTRA SHORT DUR |
| VANGUARD WORLD FD | 3619 | 669621 | UTILITIES ETF |
| BERKSHIRE HATHAWAY INC DEL | 1258 | 632126 | CL B NEW |
| CAPITAL GROUP GLOBAL EQUITY | 19863 | 628274 | SHS |
| NVIDIA CORPORATION | 3260 | 607931 | COM |
| SOUTHERN CO | 6415 | 559420 | COM |
| VANGUARD INDEX FDS | 1854 | 537923 | MID CAP ETF |
| J P MORGAN EXCHANGE TRADED F | 8505 | 537342 | US QUALTY FCTR |
| CAPITAL GRP FIXED INCM ETF T | 18191 | 502435 | US MULTI-SECTOR |
| SCHWAB STRATEGIC TR | 21146 | 494182 | US AGGREGATE B |
| ISHARES TR | 15592 | 482728 | PFD AND INCM SEC |
| ISHARES TR | 2309 | 458673 | MSCI USA QLT FCT |
| VICTORY PORTFOLIOS II | 7600 | 445450 | VCSHS US SMCP HG |
| CAPITAL GROUP INTL FOCUS EQT | 14632 | 432376 | SHS CREATION UNI |
| ALPS ETF TR | 9187 | 431973 | ALERIAN MLP |
| SELECT SECTOR SPDR TR | 2657 | 411250 | STATE STREET HEA |
| VANGUARD INDEX FDS | 1590 | 410079 | SMALL CP ETF |
| ISHARES TR | 5515 | 382862 | CORE DIV GRWTH |
| SSGA ACTIVE ETF TR | 9259 | 382119 | STATE STREET BLA |
| EXXON MOBIL CORP | 2941 | 353873 | COM |
| COHEN & STEERS REIT & PFD & | 17144 | 340480 | COM |
| MCDONALDS CORP | 1065 | 325380 | COM |
| AMAZON COM INC | 1391 | 321049 | COM |
| SELECT SECTOR SPDR TR | 2194 | 315892 | STATE STREET TEC |
| ISHARES TR | 3485 | 303719 | 20 YR TR BD ETF |
| VANGUARD WORLD FD | 1002 | 288426 | HEALTH CAR ETF |
| SCHWAB STRATEGIC TR | 10456 | 286805 | US DIVIDEND EQ |
| J P MORGAN EXCHANGE TRADED F | 4100 | 272364 | HEDGED EQUITY LA |
| VANGUARD WHITEHALL FDS | 1886 | 270679 | HIGH DIV YLD |
| SCHWAB STRATEGIC TR | 8234 | 268586 | US LCAP GR ETF |
| UNITED PARCEL SERVICE INC | 2696 | 267456 | CL B |
| HOME DEPOT INC | 776 | 266997 | COM |
| JOHNSON & JOHNSON | 1215 | 251459 | COM |
| COCA COLA CO | 3579 | 250224 | COM |
| INTERNATIONAL BUSINESS MACHS | 835 | 247381 | COM |
| SCHWAB STRATEGIC TR | 9746 | 237510 | SHT TM US TRES |
| COSTCO WHSL CORP NEW | 261 | 224999 | COM |
| PROCTER AND GAMBLE CO | 1543 | 221166 | COM |
| ORACLE CORP | 1089 | 212208 | COM |
| SCHWAB STRATEGIC TR | 7214 | 205460 | US SML CAP ETF |
| ISHARES TR | 2104 | 202305 | 7-10 YR TRSY BD |
| NORTHERN DYNASTY MINERALS LT | 13400 | 26398 | COM NEW |
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