13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002024049
Total reported value
$431.8M
$431.8M
95 檔
34.7%
In Q4 2025, Investment Planning Advisors, Inc.'s U.S. equity holdings reached a combined market value of $431.8M, distributed across 95 disclosed stock positions.
In Q4 2025, Investment Planning Advisors, Inc. displayed an active expansion posture, initiating 10 new positions and adding to 29 existing holdings, outstripping position reductions.
| # | 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 | 12.24% | +0.12% | +1.34% | |
| 2 | MGC | Vanguard Mega Cap ETF | ETF-Other | 9.96% | -9.54% | -0.45% | |
| 3 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 8.34% | -0.13% | +10.91% | |
| 4 | VCRB | Vanguard Core Bond ETF | ETF-Other | 6.59% | -0.58% | +5.89% | |
| 5 | VXF | Vanguard Extended Market ETF | ETF-Other | 6.51% | +0.40% | -34.70% | |
| 6 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 5.53% | +1.83% | +2.53% | |
| 7 | FBND | Fidelity Total Bond ETF | ETF-Other | 4.96% | -4.58% | +4.20% | |
| 8 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 4.69% | +0.68% | -11.72% | |
| 9 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 4.52% | +7.48% | +1669.20% | |
| 10 | CGUS | Cap Group Core Equity | ETF-Other | 4.16% | -0.03% | +2.96% | |
| 11 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 3.51% | -0.10% | +4.86% | |
| 12 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.48% | +1.11% | +6.78% | |
| 13 | SCHF | Schwab Intl Equity ETF | ETF-Other | 2.23% | +0.81% | +12.32% | |
| 14 | CGCP | Cap Group Core Plus Income | ETF-Other | 2.19% | -0.30% | +45.86% | |
| 15 | JPEF | Jpmorgan Equity Focus ETF | ETF-Other | 1.39% | -0.07% | +3.87% | |
| 16 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.16% | -0.05% | +5.34% | |
| 17 | FMB | First Trust Managed Municipa | ETF-Other | 1.12% | -0.15% | +11.61% | |
| 18 | SPGM | State Street Spdr Portfolio | ETF-Other | 0.94% | +0.02% | +3.10% | |
| 19 | CGGR | Cap Group Growth Equity | ETF-Other | 0.94% | -0.05% | +2.40% | |
| 20 | OAKM | Oakmark US Large Cap ETF | ETF-Large Cap & Growth | 0.93% | -0.12% | — | |
| 21 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.85% | -0.12% | +11.87% | |
| 22 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.71% | -0.01% | +5.70% | |
| 23 | SCMB | Schwab Municipal Bond ETF | ETF-Other | 0.62% | -0.10% | +19.64% | |
| 24 | SEPI | Shelton Eqty Premium Inc ETF | ETF-Other | 0.55% | -0.03% | — | |
| 25 | JMHI | Jpmorgan High Yield Municpl | ETF-High Yield | 0.51% | -0.09% | +1.22% | |
| 26 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.49% | -0.01% | +3.22% | |
| 27 | GPIX | Gldm SA S&p 500 Pr In Etf-us | ETF-Large Cap & Growth | 0.46% | -0.03% | +23.63% | |
| 28 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.46% | — | -0.26% | |
| 29 | MUB | Ishares National Muni Bond E | ETF-Other | 0.45% | -0.09% | +7.13% | |
| 30 | AAPL | Apple Inc | Stock-Tech | 0.41% | +0.05% | +8.39% | |
| 31 | CGIE | Cap Group Intl Equity | ETF-Other | 0.38% | -0.01% | +55.15% | |
| 32 | WRB | Wr Berkley CORP | Stock-Financials | 0.38% | -0.04% | -8.00% | |
| 33 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.37% | -0.03% | +3.63% | |
| 34 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.36% | -0.04% | +0.14% | |
| 35 | MSFT | Microsoft CORP | Stock-Tech | 0.32% | +0.06% | +4.73% | |
| 36 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 0.30% | -0.02% | +0.08% | |
| 37 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.28% | +0.37% | -0.93% | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.27% | — | +12.69% | |
| 39 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.27% | -0.02% | -0.80% | |
| 40 | FTCS | First Trust Capital Strength | ETF-Other | 0.27% | -0.04% | +4.30% | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.26% | -0.01% | +0.23% | |
| 42 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.24% | -0.01% | +0.19% | |
| 43 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.23% | +0.07% | +17.41% | |
| 44 | WMT | Walmart Inc | Stock-Consumer Staples | 0.23% | -0.02% | +6.27% | |
| 45 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.22% | -0.01% | +36.90% | |
| 46 | SUB | Ishares Short-term National | ETF-Other | 0.20% | -0.05% | -1.80% | |
| 47 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.20% | -0.01% | -44.80% | |
| 48 | CGGO | Cap Group Global Growth | ETF-Other | 0.20% | +0.01% | +1.51% | |
| 49 | ICSH | Ishares Ultra Short Duration | ETF-Other | 0.20% | -0.07% | +54.82% | |
| 50 | VPU | Vanguard Utilities ETF | ETF-Other | 0.19% | -0.04% | +0.44% |
According to official SEC Form 13F filings, Investment Planning Advisors, Inc. reported a total U.S. public equity portfolio value of $431.8M across 95 disclosed positions in Q4 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 SPYM, MGC, FRDM) accounted for 34.7% of total reported equity market value during Q4 2025.
Top New Position Initiated
OAKM
市值: $3.2M
Top Position Liquidated / Trimmed
JEPI
前期市值: $2.0M
During Q4 2025, Investment Planning Advisors, Inc.'s top holdings by market value included SPYM (12.2%)、MGC (10.0%)、FRDM (8.3%). The largest single position, SPYM, represented 12.2% of total portfolio value.
In Q4 2025, Investment Planning Advisors, Inc. made 50 total portfolio adjustments, initiating 10 new buys, adding to 29 positions, trimming 7 holdings, and fully liquidating 4 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.