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CIK: 0002024049
Total reported value
$431.8M
$431.8M
88 檔
35.2%
At the close of Q3 2025, Investment Planning Advisors, Inc. disclosed equity holdings valued at approximately $431.8M, spread across 88 reported holdings.
In Q3 2025, Investment Planning Advisors, Inc. displayed an active expansion posture, initiating 12 new positions and adding to 22 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SPYM, VXF, MGC) accounted for 35.2% of total reported equity market value during Q3 2025.
Top New Position Initiated
MGC
市值: $33.4M
Top Position Liquidated / Trimmed
ETV
前期市值: $1.5M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 12.74% | +0.12% | +29.28% | |
| 2 | VXF | Vanguard Extended Market ETF | ETF-Other | 10.78% | +0.40% | +7.30% | |
| 3 | MGC | Vanguard Mega Cap ETF | ETF-Other | 10.51% | -9.54% | — | |
| 4 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 7.02% | -0.13% | +21.16% | |
| 5 | VCRB | Vanguard Core Bond ETF | ETF-Other | 6.77% | -0.58% | — | |
| 6 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 5.63% | +1.83% | +567.55% | |
| 7 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 5.60% | +0.68% | — | |
| 8 | FBND | Fidelity Total Bond ETF | ETF-Other | 5.16% | -4.58% | -26.47% | |
| 9 | CGUS | Cap Group Core Equity | ETF-Other | 4.29% | -0.03% | -56.24% | |
| 10 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 3.65% | -0.10% | +8.83% | |
| 11 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.51% | +1.11% | +8.89% | |
| 12 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.08% | +0.81% | — | |
| 13 | CGCP | Cap Group Core Plus Income | ETF-Other | 1.63% | -0.30% | -72.88% | |
| 14 | JPEF | Jpmorgan Equity Focus ETF | ETF-Other | 1.43% | -0.07% | -87.27% | |
| 15 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.16% | -0.05% | +11.29% | |
| 16 | FMB | First Trust Managed Municipa | ETF-Other | 1.07% | -0.15% | +15.56% | |
| 17 | CGGR | Cap Group Growth Equity | ETF-Other | 0.98% | -0.05% | -14.79% | |
| 18 | SPGM | State Street Spdr Portfolio | ETF-Other | 0.97% | +0.02% | +586.59% | |
| 19 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.82% | -0.12% | +6.33% | |
| 20 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.71% | -0.01% | +11.99% | |
| 21 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 0.64% | — | -29.85% | |
| 22 | SCMB | Schwab Municipal Bond ETF | ETF-Other | 0.55% | -0.10% | +10.92% | |
| 23 | JMHI | Jpmorgan High Yield Municpl | ETF-High Yield | 0.54% | -0.09% | +9.76% | |
| 24 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.50% | -0.01% | +140.82% | |
| 25 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.48% | — | +28.51% | |
| 26 | WRB | Wr Berkley CORP | Stock-Financials | 0.48% | -0.04% | — | |
| 27 | MUB | Ishares National Muni Bond E | ETF-Other | 0.45% | -0.09% | +0.74% | |
| 28 | GPIX | Gldm SA S&p 500 Pr In Etf-us | ETF-Large Cap & Growth | 0.40% | -0.03% | -1.73% | |
| 29 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.39% | -0.01% | -15.08% | |
| 30 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.39% | -0.04% | +3.90% | |
| 31 | AAPL | Apple Inc | Stock-Tech | 0.38% | +0.05% | +45.17% | |
| 32 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.37% | -0.03% | +11.31% | |
| 33 | MSFT | Microsoft CORP | Stock-Tech | 0.36% | +0.06% | +9.80% | |
| 34 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 0.32% | -0.02% | +2.15% | |
| 35 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.30% | +0.37% | +46.24% | |
| 36 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.29% | -0.02% | -1.47% | |
| 37 | ETW | Eaton Vance T/m Glbl Buy-wr | Stock-Other | 0.28% | — | -7.59% | |
| 38 | FTCS | First Trust Capital Strength | ETF-Other | 0.28% | -0.04% | +1.77% | |
| 39 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.27% | -0.01% | -1.52% | |
| 40 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.27% | +7.48% | +17.43% | |
| 41 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.25% | — | +75.72% | |
| 42 | CGIE | Cap Group Intl Equity | ETF-Other | 0.25% | -0.01% | -12.20% | |
| 43 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.25% | -0.01% | +0.18% | |
| 44 | SUB | Ishares Short-term National | ETF-Other | 0.22% | -0.05% | -4.11% | |
| 45 | CGGE | Cap Group Global Eq | ETF-Other | 0.22% | -0.01% | -96.11% | |
| 46 | VPU | Vanguard Utilities ETF | ETF-Other | 0.21% | -0.04% | +2.53% | |
| 47 | WMT | Walmart Inc | Stock-Consumer Staples | 0.21% | -0.02% | +61.33% | |
| 48 | CGGO | Cap Group Global Growth | ETF-Other | 0.21% | +0.01% | +5.60% | |
| 49 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.20% | — | -0.74% | |
| 50 | PFF | Ishares Preferred & Income S | ETF-Other | 0.19% | -0.01% | -7.75% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | RWL | Invesco S&p 500 Revenue ETF | +4.8% | +567.55% | Add |
| 2 | FRDM | Freedom 100 Emeging Mrkt ETF | +4.2% | +21.16% | Add |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +2.9% | +29.28% | Add |
| 4 | VXF | Vanguard Extended Market ETF | +1.9% | +7.30% | Add |
| 5 | BSV | Vanguard Short-term Bond ETF | +1.6% | +8.89% | Add |
| 6 | FBND | Fidelity Total Bond ETF | +1% | -26.47% | Add |
| 7 | QQQM | Invesco Nasdaq 100 ETF | +0.5% | — | Add |
| 8 | IVV | Ishares Core S&p 500 ETF | +0.3% | +140.82% | Add |
| 9 | MSFT | Microsoft CORP | +0.2% | +9.80% | Add |
| 10 | SCHX | Schwab US Large-cap ETF | +0.2% | +0.18% | Add |
| 11 | JPST | Jpmorgan Ultra-short Income | +0.1% | +46.24% | Add |
| 12 | MGK | Vanguard Mega Cap Growth ETF | +0.1% | +28.51% | Add |
| 13 | AAPL | Apple Inc | +0.1% | +45.17% | Add |
| 14 | JPM | Jpmorgan Chase & Co | +0.1% | +75.72% | Add |
| 15 | VT | Vanguard Tot World Stk ETF | +0.1% | +11.99% | Add |
| 16 | NVDA | Nvidia CORP | +0.1% | +16.74% | Add |
| 17 | WMT | Walmart Inc | +0.1% | +61.33% | Add |
| 18 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +3.90% | Add |
| 19 | DFAX | Dimensional World Ex US Core | 0% | +11.31% | Add |
| 20 | SCMB | Schwab Municipal Bond ETF | 0% | +10.92% | Add |
| 21 | BINC | Ishares Flex I A Etf-usd Inc | -0.1% | +8.83% | Add |
| 22 | FMB | First Trust Managed Municipa | -0.1% | +15.56% | Add |
| 23 | CGMS | Cap Group US Multi-sect Bond | -0.2% | -13.50% | Trim |
| 24 | CSB | Victoryshares US Small Cap H | -0.2% | -25.64% | Trim |
| 25 | SPSM | Ss Spdr P S&p 600 Small Cap | -0.2% | -31.89% | Trim |
| 26 | CGIE | Cap Group Intl Equity | -0.3% | -12.20% | Trim |
| 27 | JEPQ | JPM Nasdaq Equity Premium | -0.3% | -15.08% | Trim |
| 28 | JEPI | Jpmorgan Equity Premium Inco | -0.9% | -29.85% | Trim |
| 29 | CGGR | Cap Group Growth Equity | -1% | -14.79% | Trim |
| 30 | SPGM | State Street Spdr Portfolio | -1.5% | +586.59% | Trim |
| 31 | CGGO | Cap Group Global Growth | -3.4% | +5.60% | Trim |
| 32 | SPTM | Ss Spdr P S&p 1500 Comp ETF | -3.7% | +11.29% | Trim |
| 33 | JPIE | Jpmorgan Income ETF | -3.9% | -1.47% | Trim |
| 34 | CGUS | Cap Group Core Equity | -4.6% | -56.24% | Trim |
| 35 | CGCP | Cap Group Core Plus Income | -6.3% | -72.88% | Trim |
| 36 | JPEF | Jpmorgan Equity Focus ETF | -10.1% | -87.27% | Trim |
| 37 | MGC | Vanguard Mega Cap ETF | — | NEW | New buy |
| 38 | VCRB | Vanguard Core Bond ETF | — | NEW | New buy |
| 39 | SCHF | Schwab Intl Equity ETF | — | NEW | New buy |
| 40 | ETV | Eaton Vance T/m Buy-writ Opp | — | EXIT | Sold out |
| 41 | CGGE | Cap Group Global Eq | — | NEW | New buy |
| 42 | JQUA | Jpmorgan US Quality Factor | — | NEW | New buy |
| 43 | CGXU | Cap Group Intl Focus | — | EXIT | Sold out |
| 44 | XLV | Ss Health Care Select Sector | — | NEW | New buy |
| 45 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 46 | ORCL | Oracle CORP | — | NEW | New buy |
| 47 | SPAB | Ss Spdr P Agg Bond ETF | — | NEW | New buy |
| 48 | TLT | Ishares 20+ Year Treasury Bd | — | NEW | New buy |
| 49 | HD | Home Depot Inc | — | NEW | New buy |
| 50 | SCHD | Schwab US Dvd Equity ETF | — | NEW | New buy |
According to official SEC Form 13F filings, Investment Planning Advisors, Inc. reported a total U.S. public equity portfolio value of $431.8M across 88 disclosed positions in Q3 2025.
During Q3 2025, Investment Planning Advisors, Inc.'s top holdings by market value included SPYM (12.7%)、VXF (10.8%)、MGC (10.5%). The largest single position, SPYM, represented 12.7% of total portfolio value.
In Q3 2025, Investment Planning Advisors, Inc. made 50 total portfolio adjustments, initiating 12 new buys, adding to 22 positions, trimming 14 holdings, and fully liquidating 2 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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