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CIK: 0002024049
Total reported value
$431.8M
$431.8M
70 檔
26.8%
In Q1 2025, Investment Planning Advisors, Inc.'s U.S. equity holdings reached a combined market value of $431.8M, distributed across 70 disclosed stock positions.
In Q1 2025, Investment Planning Advisors, Inc. displayed an active expansion posture, initiating 10 new positions and adding to 22 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JPEF | Jpmorgan Equity Focus ETF | ETF-Other | 11.53% | -0.07% | +67.73% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 9.88% | +0.12% | +24.85% | |
| 3 | VXF | Vanguard Extended Market ETF | ETF-Other | 8.92% | +0.40% | +247.01% | |
| 4 | CGUS | Cap Group Core Equity | ETF-Other | 8.85% | -0.03% | +25.54% | |
| 5 | CGCP | Cap Group Core Plus Income | ETF-Other | 7.90% | -0.30% | -2.32% | |
| 6 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 5.12% | +0.68% | +8.25% | |
| 7 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 4.87% | -0.05% | -3.44% | |
| 8 | JPIE | Jpmorgan Income ETF | ETF-Other | 4.23% | -0.02% | +2.68% | |
| 9 | FBND | Fidelity Total Bond ETF | ETF-Other | 4.15% | -4.58% | -0.69% | |
| 10 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 3.76% | -0.10% | +0.19% | |
| 11 | CGGO | Cap Group Global Growth | ETF-Other | 3.63% | +0.01% | +7.08% | |
| 12 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 2.86% | -0.13% | +7.74% | |
| 13 | SPGM | State Street Spdr Portfolio | ETF-Other | 2.47% | +0.02% | +294.08% | |
| 14 | CGGR | Cap Group Growth Equity | ETF-Other | 2.01% | -0.05% | — | |
| 15 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.54% | — | -2.14% | |
| 16 | FMB | First Trust Managed Municipa | ETF-Other | 1.18% | -0.15% | +18.21% | |
| 17 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 1.00% | -0.12% | +19.53% | |
| 18 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.88% | +1.11% | -55.68% | |
| 19 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 0.87% | +1.83% | -84.62% | |
| 20 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.72% | -0.01% | +0.70% | |
| 21 | JMHI | Jpmorgan High Yield Municpl | ETF-High Yield | 0.65% | -0.09% | +15.62% | |
| 22 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.62% | -0.01% | +12.92% | |
| 23 | ETV | Eaton Vance T/m Buy-writ Opp | Stock-Other | 0.60% | — | -26.40% | |
| 24 | WRB | Wr Berkley CORP | Stock-Financials | 0.58% | -0.04% | -0.06% | |
| 25 | SCMB | Schwab Municipal Bond ETF | ETF-Other | 0.57% | -0.10% | — | |
| 26 | CGIE | Cap Group Intl Equity | ETF-Other | 0.56% | -0.01% | — | |
| 27 | MUB | Ishares National Muni Bond E | ETF-Other | 0.52% | -0.09% | -50.44% | |
| 28 | GPIX | Gldm SA S&p 500 Pr In Etf-us | ETF-Large Cap & Growth | 0.44% | -0.03% | — | |
| 29 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 0.42% | +0.01% | -84.57% | |
| 30 | ETW | Eaton Vance T/m Glbl Buy-wr | Stock-Other | 0.41% | — | -34.35% | |
| 31 | FTCS | First Trust Capital Strength | ETF-Other | 0.39% | -0.04% | +3.58% | |
| 32 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 0.37% | -0.02% | -65.52% | |
| 33 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.36% | — | -0.69% | |
| 34 | PFF | Ishares Preferred & Income S | ETF-Other | 0.34% | -0.01% | -0.05% | |
| 35 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.34% | -0.03% | +11.45% | |
| 36 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.33% | -0.04% | +11.31% | |
| 37 | CSB | Victoryshares US Small Cap H | ETF-Small Cap | 0.33% | -0.01% | +19.99% | |
| 38 | CGMS | Cap Group US Multi-sect Bond | ETF-Other | 0.30% | -0.02% | -7.73% | |
| 39 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.30% | -0.01% | +3.23% | |
| 40 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.29% | +7.48% | +0.48% | |
| 41 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.27% | -0.01% | +0.34% | |
| 42 | AMLP | Alerian Mlp ETF | ETF-Other | 0.26% | -0.03% | +75.72% | |
| 43 | AAPL | Apple Inc | Stock-Tech | 0.26% | +0.05% | -2.16% | |
| 44 | VPU | Vanguard Utilities ETF | ETF-Other | 0.24% | -0.04% | +0.43% | |
| 45 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.24% | — | -83.48% | |
| 46 | SUB | Ishares Short-term National | ETF-Other | 0.23% | -0.05% | +35.26% | |
| 47 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.22% | -0.07% | +4.00% | |
| 48 | SCHZ | Schwab US Aggregate Bond ETF | ETF-Other | 0.22% | -0.02% | +12.67% | |
| 49 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.22% | -0.01% | -3.09% | |
| 50 | XRNPX | Cohen & Steers Reit And Pref | Stock-Other | 0.21% | -0.01% | -7.20% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VXF | Vanguard Extended Market ETF | +5.9% | +247.01% | Add |
| 2 | JPEF | Jpmorgan Equity Focus ETF | +3.7% | +67.73% | Add |
| 3 | CGGR | Cap Group Growth Equity | +2% | NEW | New buy |
| 4 | SPGM | State Street Spdr Portfolio | +1.8% | +294.08% | Add |
| 5 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +1% | +24.85% | Add |
| 6 | CGUS | Cap Group Core Equity | +0.9% | +25.54% | Add |
| 7 | SCMB | Schwab Municipal Bond ETF | +0.6% | NEW | New buy |
| 8 | CGIE | Cap Group Intl Equity | +0.6% | NEW | New buy |
| 9 | GPIX | Gldm SA S&p 500 Pr In Etf-us | +0.4% | NEW | New buy |
| 10 | FRDM | Freedom 100 Emeging Mrkt ETF | +0.2% | +7.74% | Add |
| 11 | CGXU | Cap Group Intl Focus | +0.2% | NEW | New buy |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | NEW | New buy |
| 13 | MSFT | Microsoft CORP | +0.1% | NEW | New buy |
| 14 | AMLP | Alerian Mlp ETF | +0.1% | +75.72% | Add |
| 15 | JMUB | Jpmorgan Municipal ETF | +0.1% | +19.53% | Add |
| 16 | DGRO | Ishares Core Dividend Growth | +0.1% | NEW | New buy |
| 17 | FMB | First Trust Managed Municipa | +0.1% | +18.21% | Add |
| 18 | IBM | Intl Business Machines CORP | +0.1% | NEW | New buy |
| 19 | SCHO | Schwab Short-term US Treas | +0.1% | NEW | New buy |
| 20 | WRB | Wr Berkley CORP | +0.1% | -0.06% | Trim |
| 21 | JMHI | Jpmorgan High Yield Municpl | +0.1% | +15.62% | Add |
| 22 | SUB | Ishares Short-term National | 0% | +35.26% | Add |
| 23 | WMT | Walmart Inc | 0% | +60.97% | Add |
| 24 | DFAX | Dimensional World Ex US Core | 0% | +11.45% | Add |
| 25 | VT | Vanguard Tot World Stk ETF | 0% | +12.92% | Add |
| 26 | CSB | Victoryshares US Small Cap H | 0% | +19.99% | Add |
| 27 | VIG | Vanguard Dividend Apprec ETF | 0% | +11.31% | Add |
| 28 | AAPL | Apple Inc | -0.1% | -2.16% | Trim |
| 29 | MGK | Vanguard Mega Cap Growth ETF | -0.1% | -0.69% | Trim |
| 30 | TSLA | Tesla Inc | -0.1% | +10.02% | Add |
| 31 | SCHG | Schwab US Large-cap Growth | -0.1% | EXIT | Sold out |
| 32 | SPAB | Ss Spdr P Agg Bond ETF | -0.1% | EXIT | Sold out |
| 33 | JEPQ | JPM Nasdaq Equity Premium | -0.1% | +0.70% | Add |
| 34 | CGGO | Cap Group Global Growth | -0.1% | +7.08% | Add |
| 35 | JPIE | Jpmorgan Income ETF | -0.2% | +2.68% | Add |
| 36 | JEPI | Jpmorgan Equity Premium Inco | -0.2% | -2.14% | Trim |
| 37 | BINC | Ishares Flex I A Etf-usd Inc | -0.2% | +0.19% | Add |
| 38 | FBND | Fidelity Total Bond ETF | -0.3% | -0.69% | Trim |
| 39 | ETW | Eaton Vance T/m Glbl Buy-wr | -0.3% | -34.35% | Trim |
| 40 | ETV | Eaton Vance T/m Buy-writ Opp | -0.4% | -26.40% | Trim |
| 41 | QQQM | Invesco Nasdaq 100 ETF | -0.4% | +8.25% | Add |
| 42 | MUB | Ishares National Muni Bond E | -0.6% | -50.44% | Trim |
| 43 | CGCP | Cap Group Core Plus Income | -0.7% | -2.32% | Trim |
| 44 | SPTM | Ss Spdr P S&p 1500 Comp ETF | -0.8% | -3.44% | Trim |
| 45 | SPGP | Invesco S&p 500 Garp ETF | -0.8% | -65.52% | Trim |
| 46 | BSV | Vanguard Short-term Bond ETF | -1.2% | -55.68% | Trim |
| 47 | SPMD | Ss Spdr P S&p 400 Midcap ETF | -1.4% | -83.48% | Trim |
| 48 | DFAS | Dimensional US Small Cap ETF | -2% | EXIT | Sold out |
| 49 | SPSM | Ss Spdr P S&p 600 Small Cap | -2.8% | -84.57% | Trim |
| 50 | RWL | Invesco S&p 500 Revenue ETF | -5.1% | -84.62% | Trim |
According to official SEC Form 13F filings, Investment Planning Advisors, Inc. reported a total U.S. public equity portfolio value of $431.8M across 70 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including JPEF, SPYM, VXF) accounted for 26.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
CGGR
市值: $4.9M
Top Position Liquidated / Trimmed
DFAS
前期市值: $4.5M
During Q1 2025, Investment Planning Advisors, Inc.'s top holdings by market value included JPEF (11.5%)、SPYM (9.9%)、VXF (8.9%). The largest single position, JPEF, represented 11.5% of total portfolio value.
In Q1 2025, Investment Planning Advisors, Inc. made 50 total portfolio adjustments, initiating 10 new buys, adding to 22 positions, trimming 15 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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