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CIK: 0002024049
Total reported value
$443.1M
$443.1M
117 檔
43.0%
According to the latest 13F quarterly dataset, Investment Planning Advisors, Inc. managed an equity portfolio of $443.1M at the end of Q2 2026, spanning 117 distinct U.S. exchange-listed positions.
In Q2 2026, Investment Planning Advisors, Inc. displayed an active expansion posture, initiating 14 new positions and adding to 65 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 | 12.31% | +0.46% | +4.62% | |
| 2 | RWL | Invesco S&p 500 Revenue ETF | ETF-Large Cap & Growth | 9.54% | +0.22% | +32.31% | |
| 3 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 7.86% | -0.02% | +2119.29% | |
| 4 | VCRB | Vanguard Core Bond ETF | ETF-Other | 7.20% | +1.14% | +10.22% | |
| 5 | VXF | Vanguard Extended Market ETF | ETF-Other | 7.17% | -0.30% | +5.32% | |
| 6 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 7.12% | -6.72% | +3.00% | |
| 7 | FRDM | Freedom 100 Emeging Mrkt ETF | ETF-Other | 6.95% | -1.93% | -12.52% | |
| 8 | BOXX | Alpha Architect 1-3 Mnth Box | ETF-Other | 4.36% | +0.91% | — | |
| 9 | SCHF | Schwab Intl Equity ETF | ETF-Other | 4.31% | +1.60% | +30.63% | |
| 10 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 3.76% | +0.05% | +69.69% | |
| 11 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 2.75% | +0.22% | +9.65% | |
| 12 | CGCP | Cap Group Core Plus Income | ETF-Other | 1.77% | -0.22% | +1.87% | |
| 13 | VNQ | Vanguard Real Estate ETF | ETF-Other | 1.45% | -0.03% | +8.99% | |
| 14 | SPGM | State Street Spdr Portfolio | ETF-Other | 1.45% | +0.05% | +6.02% | |
| 15 | JPEF | Jpmorgan Equity Focus ETF | ETF-Other | 1.23% | -0.07% | +0.64% | |
| 16 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 1.02% | +0.02% | -1.51% | |
| 17 | FMB | First Trust Managed Municipa | ETF-Other | 0.92% | -0.85% | +0.97% | |
| 18 | OAKM | Oakmark US Large Cap ETF | ETF-Large Cap & Growth | 0.80% | -0.06% | +0.68% | |
| 19 | CGGR | Cap Group Growth Equity | ETF-Other | 0.73% | -0.04% | -6.13% | |
| 20 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.68% | -0.68% | EXIT | |
| 21 | VT | Vanguard Tot World Stk ETF | ETF-Other | 0.66% | — | +3.78% | |
| 22 | SEPI | Shelton Eqty Premium Inc ETF | ETF-Other | 0.59% | -0.02% | +3.04% | |
| 23 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.59% | -0.04% | +213.24% | |
| 24 | SCMB | Schwab Municipal Bond ETF | ETF-Other | 0.54% | -0.54% | EXIT | |
| 25 | GPIX | Gldm SA S&p 500 Pr In Etf-us | ETF-Large Cap & Growth | 0.46% | -0.01% | +1.68% | |
| 26 | AAPL | Apple Inc | Stock-Tech | 0.46% | +0.08% | +16.88% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.44% | — | +1.96% | |
| 28 | JMHI | Jpmorgan High Yield Municpl | ETF-High Yield | 0.42% | -0.42% | EXIT | |
| 29 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 0.38% | +0.01% | +398.86% | |
| 30 | CGUS | Cap Group Core Equity | ETF-Other | 0.36% | -0.01% | -3.81% | |
| 31 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.35% | — | -96.34% | |
| 32 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.34% | — | +0.95% | |
| 33 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.33% | +0.06% | +42.00% | |
| 34 | CGIE | Cap Group Intl Equity | ETF-Other | 0.33% | -0.03% | +4.54% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.32% | +0.01% | +21.20% | |
| 36 | WRB | Wr Berkley CORP | Stock-Financials | 0.30% | -0.02% | +0.01% | |
| 37 | NVDA | Nvidia CORP | Stock-Tech | 0.29% | +0.07% | +46.93% | |
| 38 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.28% | -0.02% | -2.53% | |
| 39 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.28% | +0.02% | +7.03% | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.25% | — | +23.19% | |
| 41 | MSFT | Microsoft CORP | Stock-Tech | 0.25% | +0.12% | +56.57% | |
| 42 | SPGP | Invesco S&p 500 Garp ETF | ETF-Large Cap & Growth | 0.25% | -0.02% | -3.01% | |
| 43 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.24% | -0.01% | — | |
| 44 | MUB | Ishares National Muni Bond E | ETF-Other | 0.24% | -0.04% | -15.15% | |
| 45 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.23% | +0.04% | +108.63% | |
| 46 | SO | Southern Co/the | Stock-Utilities | 0.22% | -0.01% | +33.67% | |
| 47 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.22% | — | -0.50% | |
| 48 | FTCS | First Trust Capital Strength | ETF-Other | 0.21% | -0.01% | -1.86% | |
| 49 | JPIE | Jpmorgan Income ETF | ETF-Other | 0.21% | -0.03% | +5.17% | |
| 50 | CGGO | Cap Group Global Growth | ETF-Other | 0.20% | — | +1.81% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | RSP | Invesco S&p 500 Equal Weight | +7.5% | +2119.29% | Add |
| 2 | BOXX | Alpha Architect 1-3 Mnth Box | +4.4% | NEW | New buy |
| 3 | RWL | Invesco S&p 500 Revenue ETF | +1.8% | +32.31% | Add |
| 4 | BSV | Vanguard Short-term Bond ETF | +1.1% | +69.69% | Add |
| 5 | SCHF | Schwab Intl Equity ETF | +0.8% | +30.63% | Add |
| 6 | QQQM | Invesco Nasdaq 100 ETF | +0.7% | +3.00% | Add |
| 7 | VXF | Vanguard Extended Market ETF | +0.4% | +5.32% | Add |
| 8 | JPST | Jpmorgan Ultra-short Income | +0.4% | +213.24% | Add |
| 9 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | +4.62% | Add |
| 10 | AMZN | Amazon.com Inc | +0.1% | +108.63% | Add |
| 11 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | NEW | New buy |
| 12 | PANW | Palo Alto Networks Inc | +0.1% | NEW | New buy |
| 13 | NVDA | Nvidia CORP | +0.1% | +46.93% | Add |
| 14 | CRWD | Crowdstrike Holdings Inc - A | +0.1% | NEW | New buy |
| 15 | CEG | Constellation Energy | +0.1% | NEW | New buy |
| 16 | GOOGL | Alphabet Inc-cl A | +0.1% | +21.20% | Add |
| 17 | QCOM | Qualcomm Inc | +0.1% | NEW | New buy |
| 18 | D | Dominion Energy Inc | +0.1% | NEW | New buy |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +42.00% | Add |
| 20 | MSFT | Microsoft CORP | +0.1% | +56.57% | Add |
| 21 | CIBR | First Trust Nasdaq Cybersecu | +0.1% | NEW | New buy |
| 22 | MA | Mastercard Inc - A | +0.1% | NEW | New buy |
| 23 | ICE | Intercontinental Exchange In | +0.1% | NEW | New buy |
| 24 | CB | Chubb Limited | +0.1% | NEW | New buy |
| 25 | AAPL | Apple Inc | +0.1% | +16.88% | Add |
| 26 | V | Visa Inc-class A Shares | +0.1% | +103.41% | Add |
| 27 | ✓ | +0.1% | NEW | New buy | |
| 28 | AMT | American Tower CORP | +0.1% | NEW | New buy |
| 29 | XLF | Ss Financial Select Sector | +0.1% | NEW | New buy |
| 30 | CAT | Caterpillar Inc | 0% | +23.70% | Add |
| 31 | VHT | Vanguard Health Care ETF | 0% | +39.09% | Add |
| 32 | LIN | Linde plc | 0% | +43.21% | Add |
| 33 | VIS | Vanguard Industrials ETF | 0% | +39.89% | Add |
| 34 | SPGM | State Street Spdr Portfolio | 0% | +6.02% | Add |
| 35 | SO | Southern Co/the | 0% | +33.67% | Add |
| 36 | SCHG | Schwab US Large-cap Growth | 0% | +16.82% | Add |
| 37 | CGGO | Cap Group Global Growth | 0% | +1.81% | Add |
| 38 | SPSM | Ss Spdr P S&p 600 Small Cap | 0% | +0.45% | Add |
| 39 | HD | Home Depot Inc | 0% | +23.57% | Add |
| 40 | JNJ | Johnson & Johnson | 0% | +23.11% | Add |
| 41 | ORCL | Oracle CORP | 0% | +39.00% | Add |
| 42 | HELO | Jpmorgan Hedged Equity ETF | 0% | +19.69% | Add |
| 43 | MGK | Vanguard Mega Cap Growth ETF | — | +398.86% | Add |
| 44 | JPM | Jpmorgan Chase & Co | — | +7.03% | Add |
| 45 | COST | Costco Wholesale CORP | — | +34.79% | Add |
| 46 | SPMD | Ss Spdr P S&p 400 Midcap ETF | — | +0.42% | Add |
| 47 | PGR | Progressive CORP | — | +18.65% | Add |
| 48 | CGXU | Cap Group Intl Focus | — | -1.06% | Trim |
| 49 | SCHA | Schwab US Small-cap ETF | — | — | Unchanged |
| 50 | PG | Procter & Gamble Co/the | — | +18.72% | Add |
According to official SEC Form 13F filings, Investment Planning Advisors, Inc. reported a total U.S. public equity portfolio value of $443.1M across 117 disclosed positions in Q2 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, RWL, RSP) accounted for 43.0% of total reported equity market value during Q2 2026.
Top New Position Initiated
BOXX
市值: $18.8M
Top Position Liquidated / Trimmed
XOP
前期市值: $5.2M
During Q2 2026, Investment Planning Advisors, Inc.'s top holdings by market value included SPYM (12.3%)、RWL (9.5%)、RSP (7.9%). The largest single position, SPYM, represented 12.3% of total portfolio value.
In Q2 2026, Investment Planning Advisors, Inc. made 115 total portfolio adjustments, initiating 14 new buys, adding to 65 positions, trimming 32 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.
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