Q2 2026 13F · SEC CIK 2024049

Investment Planning Advisors, Inc.

Wealth managerFiled 2026-07-23 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $431.8M
Reported positions: 117
Holdings vs S&P 500, 3 yrs: —
Assets under management: $421.7M

Investment Planning Advisors, Inc. is a wealth manager that reported 117 positions worth $431.8M in its Q2 2026 13F, filed 2026-07-23. Its largest holdings were Spdr Series Trust (SPLG, 12.3%), Invesco S&p 500 Revenue ETF (RWL, 9.5%), Invesco S&p 500 Equal Weight ETF (RSP, 7.9%).

Investment Planning Advisors, Inc. holdings largest 50 of 117 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Investment Planning Advisors, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
SPLGSpdr Series Trust	12.3%	12.2%	604,935	+4.6%	$53.2M
RWLInvesco S&p 500 Revenue ETF	9.5%	7.7%	322,460	+32.3%	$41.2M
RSPInvesco S&p 500 Equal Weight ETF	7.9%	0.4%	159,611	+2119.3%	$34.0M
VCRBVanguard Malvern Fds	7.2%	7.8%	402,406	+10.2%	$31.1M
VXFVanguard Index Fds	7.2%	6.8%	125,832	+5.3%	$31.0M
QQQMInvesco Nasdaq 100 ETF	7.1%	6.4%	101,440	+3.0%	$30.7M
FRDMEa Series Trust	6.9%	7.1%	411,418	-12.5%	$30.0M
BOXXEa Series Trust	4.4%	—	160,622	—	$18.8M
SCHFSchwab Intl Equity	4.3%	3.5%	671,844	+30.6%	$18.6M
BSVVanguard Bd Index Fds Vanguard Short Ter	3.8%	2.7%	208,650	+69.7%	$16.3M
FLOTIshares Tr	2.7%	3.0%	232,202	+9.7%	$11.9M
CGCPCapital Grp Fixed Incm ETF T	1.8%	2.1%	343,021	+1.9%	$7.6M
VNQVanguard Real Estate ETF	1.5%	1.5%	65,096	+9.0%	$6.3M
SPGMSpdr Index Shs Fds	1.4%	1.4%	72,890	+6.0%	$6.2M
JPEFJPMorgan Equity Focus ETF Total	1.2%	1.3%	65,993	+0.6%	$5.3M
SPTMSpdr Series Trust	1.0%	1.1%	48,323	-1.5%	$4.4M
FMBFirst Tr Exch Traded Fd III	0.9%	1.1%	77,540	+1.0%	$4.0M
OAKMOakmark U.s. Large Cap ETF	0.8%	0.9%	122,307	+0.7%	$3.4M
CGGRCapital Group Growth ETF	0.7%	0.8%	66,409	-6.1%	$3.1M
JMUBJ P Morgan Exchange Traded F	0.7%	0.8%	57,652	-1.2%	$2.9M
VTVanguard Total World Stock Index Fund Et	0.7%	0.7%	18,206	+3.8%	$2.9M
SEPIScm Trust	0.6%	0.6%	92,064	+3.0%	$2.6M
JPSTJ P Morgan Exchange Traded Fd	0.6%	0.2%	50,416	+213.2%	$2.5M
SCMBSchwab Strategic Tr	0.5%	0.6%	90,645	-0.3%	$2.3M
GPIXGoldman Sachs ETF Tr	0.5%	0.5%	36,099	+1.7%	$2.0M
AAPLApple Inc	0.5%	0.4%	6,808	+16.9%	$2.0M
IVVIshares Core S&p 500 ETF	0.4%	0.5%	2,554	+2.0%	$1.9M
JMHIJ P Morgan Exchange Traded F	0.4%	0.5%	35,846	-2.8%	$1.8M
MGKVanguard World Fd	0.4%	0.4%	18,882	+398.9%	$1.7M
CGUSCapital Group Core Equity Et	0.4%	0.4%	35,231	-3.8%	$1.6M
MGCVanguard Mega Cap ETF Total	0.4%	9.9%	5,558	-96.3%	$1.5M
DFAXDimensional World Ex U.s. Core	0.3%	0.4%	40,252	+0.9%	$1.5M
BRK-BBerkshire Hathaway Inc Del	0.3%	0.3%	2,874	+42.0%	$1.4M
CGIECapital Group International	0.3%	0.3%	38,689	+4.5%	$1.4M
GOOGLAlphabet Inc	0.3%	0.2%	3,813	+21.2%	$1.4M
WRBW. R. Berkley Corp.	0.3%	0.3%	18,403	+0.0%	$1.3M
NVDANvidia Corporation Com	0.3%	0.2%	6,240	+46.9%	$1.2M
VIGVanguard Dividend Appreciation ETF	0.3%	0.3%	5,197	-2.5%	$1.2M
JPMJpmorgan Chase & Co	0.3%	0.3%	3,743	+7.0%	$1.2M
WMTWalmart Inc	0.3%	0.3%	9,567	+23.2%	$1.1M
MSFTMicrosoft Corp	0.2%	—	2,884	—	$1.1M
SPGPInvesco Exchange Traded Fd T	0.2%	0.3%	8,774	-3.0%	$1.1M
SCHXSchwab Stratgc Tr	0.2%	0.3%	35,379	+0.0%	$1.0M
MUBIshares National Muni Bond ETF	0.2%	0.3%	9,443	-15.1%	$1.0M
AMZNAmazon Com Inc Com	0.2%	—	4,160	—	$992K
SOSouthern Co.	0.2%	0.2%	10,123	+33.7%	$969K
VTIVanguard Index Fds	0.2%	0.2%	2,607	-0.5%	$965K
FTCSFirst Trust Capital Strength ETF	0.2%	0.3%	9,647	-1.9%	$906K
JPIEJpmorgan Income ETF	0.2%	0.2%	19,321	+5.2%	$890K
CGGOCapital Group Gbl Growth Eqt	0.2%	—	20,637	—	$874K

What Investment Planning Advisors, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +17.4% /yr; S&P 500 +20.1%
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$431.8M	117
Q1 2026	$363.2M	107
Q4 2025	$343.5M	95
Q3 2025	$318.0M	88
Q2 2025	$283.0M	79
Q1 2025	$246.1M	70
Q4 2024	$229.0M	63
Q3 2024	$196.0M	59
Q2 2024	$196.0M	59

Questions about Investment Planning Advisors, Inc.'s portfolio

What stocks does Investment Planning Advisors, Inc. own?

Investment Planning Advisors, Inc.'s latest 13F, for Q2 2026 and filed Jul 23, 2026, lists 117 positions worth $431.8M. The largest are Spdr Series Trust (SPLG) at 12.3%, Invesco S&p 500 Revenue ETF (RWL) at 9.5%, Invesco S&p 500 Equal Weight ETF (RSP) at 7.9%, Vanguard Malvern Fds (VCRB) at 7.2% and Vanguard Index Fds (VXF) at 7.2%.

What did Investment Planning Advisors, Inc. buy last quarter?

In Q2 2026, Investment Planning Advisors, Inc. added Invesco S&p 500 Equal Weight ETF (RSP) (+2119.3% shares), Vanguard World Fd (MGK) (+398.9% shares) and J P Morgan Exchange Traded Fd (JPST) (+213.2% shares), compared with its Q1 2026 filing.

What did Investment Planning Advisors, Inc. sell last quarter?

In Q2 2026, Investment Planning Advisors, Inc. cut from its top 50 Fidelity Merrimack Str Tr (FBND), cut from its top 50 Spdr Series Trust (XOP), cut from its top 50 Ishares Flexible Income Active ETF (BINC), cut from its top 50 Vanguard World Fd (VPU), Vanguard Mega Cap ETF Total (MGC) (-96.3% shares), Ishares National Muni Bond ETF (MUB) (-15.1% shares) and Ea Series Trust (FRDM) (-12.5% shares), compared with its Q1 2026 filing.

When is Investment Planning Advisors, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Investment Planning Advisors, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Investment Planning Advisors, Inc. manage?

Investment Planning Advisors, Inc. reported $421.7M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $431.8M.