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CIK: 0002024049
Total reported value
$431.8M
$431.8M
107 檔
37.5%
The Q1 2026 SEC filing reveals that Investment Planning Advisors, Inc. held a total portfolio value of $431.8M, covering 107 public equity positions.
In Q1 2026, Investment Planning Advisors, Inc. displayed an active expansion posture, initiating 15 new positions and adding to 64 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 | 12.19% | +0.12% | +10.32% | |
| 2 | MGC | Vanguard Mega Cap ETF | ETF-Other | 9.89% | -9.54% | +11.53% | |
| 3 | VCRB | Vanguard Core Bond ETF | ETF-Other | 7.78% | -0.58% | +25.60% | |
| 4 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 7.71% | +1.83% | +46.94% | |
| 5 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 7.08% | -0.13% | -15.87% | |
| 6 | VXF | Vanguard Extended Market ETF | ETF-Other | 6.77% | +0.40% | +11.78% | |
| 7 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 6.44% | +0.68% | +54.72% | |
| 8 | FBND | Fidelity Total Bond ETF | ETF-Other | 4.69% | -4.58% | +0.90% | |
| 9 | SCHF | Schwab Intl Equity ETF | ETF-Other | 3.50% | +0.81% | +61.48% | |
| 10 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 2.97% | -0.22% | — | |
| 11 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.65% | +1.11% | +13.94% | |
| 12 | CGCP | Cap Group Core Plus Income | ETF-Other | 2.07% | -0.30% | +1.19% | |
| 13 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.46% | -0.01% | — | |
| 14 | SPGM | State Street Spdr Portfolio | ETF-Other | 1.43% | +0.02% | +62.63% | |
| 15 | XOP | Ss Spdr S&p Og Exp & Prod | ETF-Other | 1.42% | -1.42% | EXIT | |
| 16 | JPEF | Jpmorgan Equity Focus ETF | ETF-Other | 1.30% | -0.07% | +2.90% | |
| 17 | FMB | First Trust Managed Municipa | ETF-Other | 1.07% | -0.15% | +2.25% | |
| 18 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.07% | -0.05% | +1.48% | |
| 19 | OAKM | Oakmark US Large Cap ETF | ETF-Large Cap & Growth | 0.92% | -0.12% | +7.67% | |
| 20 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.80% | -0.12% | +0.87% | |
| 21 | CGGR | Cap Group Growth Equity | ETF-Other | 0.78% | -0.05% | -2.91% | |
| 22 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.67% | -0.01% | +1.91% | |
| 23 | SCMB | Schwab Municipal Bond ETF | ETF-Other | 0.64% | -0.10% | +10.44% | |
| 24 | SEPI | Shelton Eqty Premium Inc ETF | ETF-Other | 0.62% | -0.03% | +24.25% | |
| 25 | JMHI | Jpmorgan High Yield Municpl | ETF-High Yield | 0.51% | -0.09% | +6.20% | |
| 26 | GPIX | Gldm SA S&p 500 Pr In Etf-us | ETF-Large Cap & Growth | 0.49% | -0.03% | +18.15% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.45% | -0.01% | +2.83% | |
| 28 | AAPL | Apple Inc | Stock-Tech | 0.41% | +0.05% | +13.28% | |
| 29 | CGUS | Cap Group Core Equity | ETF-Other | 0.39% | -0.03% | -89.68% | |
| 30 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.38% | — | -0.71% | |
| 31 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.38% | +7.48% | -91.13% | |
| 32 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.37% | -0.03% | +2.27% | |
| 33 | CGIE | Cap Group Intl Equity | ETF-Other | 0.34% | -0.01% | -0.22% | |
| 34 | WRB | Wr Berkley CORP | Stock-Financials | 0.34% | -0.04% | -0.03% | |
| 35 | MUB | Ishares National Muni Bond E | ETF-Other | 0.33% | -0.09% | -23.52% | |
| 36 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.32% | -0.04% | -6.23% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.28% | — | +21.13% | |
| 38 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 0.27% | -0.02% | -0.03% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.27% | +0.06% | +60.89% | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.27% | -0.02% | +11.29% | |
| 41 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.26% | -0.10% | -91.90% | |
| 42 | FTCS | First Trust Capital Strength | ETF-Other | 0.25% | -0.04% | -0.15% | |
| 43 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.25% | -0.01% | +15.46% | |
| 44 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.25% | +0.07% | +24.40% | |
| 45 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.23% | -0.02% | -8.20% | |
| 46 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.23% | -0.01% | -1.50% | |
| 47 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.22% | +0.37% | -14.05% | |
| 48 | NVDA | Nvidia CORP | Stock-Tech | 0.20% | +0.09% | +30.28% | |
| 49 | SO | Southern Co/the | Stock-Utilities | 0.20% | +0.02% | +18.05% | |
| 50 | VPU | Vanguard Utilities ETF | ETF-Other | 0.20% | -0.04% | +0.39% |
According to official SEC Form 13F filings, Investment Planning Advisors, Inc. reported a total U.S. public equity portfolio value of $431.8M across 107 disclosed positions in Q1 2026.
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, VCRB) accounted for 37.5% of total reported equity market value during Q1 2026.
Top New Position Initiated
FLOT
市值: $10.8M
Top Position Liquidated / Trimmed
TLT
前期市值: $303.7K
During Q1 2026, Investment Planning Advisors, Inc.'s top holdings by market value included SPYM (12.2%)、MGC (9.9%)、VCRB (7.8%). The largest single position, SPYM, represented 12.2% of total portfolio value.
In Q1 2026, Investment Planning Advisors, Inc. made 109 total portfolio adjustments, initiating 15 new buys, adding to 64 positions, trimming 27 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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