Q3 2026 13F · SEC CIK 2024049

Investment Planning Advisors, Inc.

Wealth managerFiled 2026-10-14 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $443.1M
Reported positions: 116
Holdings vs S&P 500, 3 yrs: —
Assets under management: $421.7M

Investment Planning Advisors, Inc. is a wealth manager that reported 116 positions worth $443.1M in its Q3 2026 13F, filed 2026-10-14. Its largest holdings were Spdr Series Trust (SPLG, 12.8%), Invesco Exch Traded Fd Tr II (RWL, 9.8%), Vanguard Malvern Fds (VCRB, 8.3%).

Investment Planning Advisors, Inc. holdings largest 50 of 116 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 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	Q2 2026	Shares	Share change	Reported value
SPLGSpdr Series Trust	12.8%	12.3%	630,403	+4.2%	$56.6M
RWLInvesco Exch Traded Fd Tr II	9.8%	9.5%	335,973	+4.2%	$43.2M
VCRBVanguard Malvern Fds	8.3%	7.2%	501,923	+24.7%	$37.0M
RSPInvesco Exchange Traded Fd T	7.8%	7.9%	167,023	+4.6%	$34.7M
VXFVanguard Index Fds	6.9%	7.2%	131,351	+4.4%	$30.4M
QNDXState Street Spdr Portfolio Nasdaq 100 E	6.8%	—	1,203,743	—	$30.2M
SCHFSchwab Strategic Tr	5.9%	4.3%	953,431	+41.9%	$26.2M
BOXXEa Series Trust	5.3%	4.4%	197,333	+22.9%	$23.4M
FRDMEa Series Trust	5.0%	6.9%	317,800	-22.8%	$22.2M
BSVVanguard Bd Index Fds	3.8%	3.8%	220,911	+5.9%	$16.9M
FLOTIshares Tr	3.0%	2.7%	257,539	+10.9%	$13.1M
CGCPCapital Grp Fixed Incm ETF T	1.6%	1.8%	324,623	-5.4%	$6.9M
SPGMSpdr Index Shs Fds	1.5%	1.4%	76,774	+5.3%	$6.6M
VNQVanguard Index Fds	1.4%	1.5%	70,419	+8.2%	$6.3M
JPEFJ P Morgan Exchange Traded F	1.2%	1.2%	63,239	-4.2%	$5.1M
SPTMSpdr Series Trust	1.0%	1.0%	49,915	+3.3%	$4.6M
OAKMOakmark U.s. Large Cap ETF	0.7%	0.8%	112,311	-8.2%	$3.3M
CGGRCapital Group Growth ETF	0.7%	0.7%	64,811	-2.4%	$3.1M
VTVanguard Intl Equity Index F	0.7%	0.7%	18,449	+1.3%	$2.9M
SEPIShelton Equity Premium Income ETF	0.6%	0.6%	88,499	-3.9%	$2.5M
JPSTJ P Morgan Exchange Traded F	0.5%	0.6%	48,183	-4.4%	$2.4M
AAPLApple Inc	0.5%	0.5%	7,201	+5.8%	$2.4M
GPIXGoldman Sachs ETF Tr	0.5%	0.5%	35,993	-0.3%	$2.0M
IVVIshares Tr	0.4%	0.4%	2,548	-0.2%	$2.0M
QQQMInvesco Exch Traded Fd Tr II	0.4%	7.1%	5,794	-94.3%	$1.8M
MGKVanguard World Fd	0.4%	0.4%	18,852	-0.2%	$1.7M
BRK-BBerkshire Hathaway Inc Del	0.4%	0.3%	3,487	+21.3%	$1.7M
MSFTMicrosoft Corp	0.4%	0.2%	3,155	+9.4%	$1.6M
NVDANvidia Corporation	0.4%	0.3%	7,029	+12.6%	$1.6M
CGUSCapital Group Core Equity Et	0.4%	0.4%	35,135	-0.3%	$1.6M
MGCVanguard World Fd	0.3%	0.4%	5,454	-1.9%	$1.5M
DFAXDimensional ETF Trust	0.3%	0.3%	40,480	+0.6%	$1.5M
GOOGLAlphabet Inc	0.3%	0.3%	4,243	+11.3%	$1.5M
CGIECapital Group International	0.3%	0.3%	36,186	-6.5%	$1.3M
JPMJpmorgan Chase & Co	0.3%	0.3%	3,980	+6.3%	$1.3M
WRBBerkley W R Corp	0.3%	0.3%	18,653	+1.4%	$1.3M
AMZNAmazon Com Inc	0.3%	0.2%	4,783	+15.0%	$1.2M
VIGVanguard Specialized Funds	0.3%	0.3%	4,990	-4.0%	$1.2M
WMTWalmart Inc	0.3%	0.3%	10,760	+12.5%	$1.1M
SPGPInvesco Exchange Traded Fd T	0.2%	0.2%	8,721	-0.6%	$1.0M
SCHXSchwab Strategic Tr	0.2%	0.2%	33,789	-4.5%	$1.0M
VTIVanguard Index Fds	0.2%	0.2%	2,599	-0.3%	$973K
SOSouthern Co	0.2%	0.2%	11,465	+13.3%	$950K
FTCSFirst Tr Exchange-Traded Fd	0.2%	0.2%	9,675	+0.3%	$908K
MUBIshares Tr	0.2%	0.2%	8,733	-7.5%	$883K
CGGOCapital Group Gbl Growth Eqt	0.2%	0.2%	21,853	+5.9%	$869K
XOMExxonmobil Holdings Corp	0.2%	—	5,178	—	$843K
JEPQJ P Morgan Exchange Traded F	0.2%	—	13,024	—	$798K
JPIEJpmorgan Income ETF	0.2%	0.2%	17,426	-9.8%	$782K
CGGECapital Group Global Equity	0.2%	—	22,204	—	$773K

What Investment Planning Advisors, Inc. bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Share counts compared with the Q2 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, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 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
Q3 2026	$443.1M	116
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 Q3 2026 and filed Oct 14, 2026, lists 116 positions worth $443.1M. The largest are Spdr Series Trust (SPLG) at 12.8%, Invesco Exch Traded Fd Tr II (RWL) at 9.8%, Vanguard Malvern Fds (VCRB) at 8.3%, Invesco Exchange Traded Fd T (RSP) at 7.8% and Vanguard Index Fds (VXF) at 6.9%.

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

In Q3 2026, Investment Planning Advisors, Inc. added Schwab Strategic Tr (SCHF) (+41.9% shares), Vanguard Malvern Fds (VCRB) (+24.7% shares) and Ea Series Trust (BOXX) (+22.9% shares), compared with its Q2 2026 filing.

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

In Q3 2026, Investment Planning Advisors, Inc. cut from its top 50 First Tr Exch Traded Fd III (FMB), cut from its top 50 J P Morgan Exchange Traded F (JMUB), cut from its top 50 Schwab Strategic Tr (SCMB), cut from its top 50 J P Morgan Exchange Traded F (JMHI), Invesco Exch Traded Fd Tr II (QQQM) (-94.3% shares), Ea Series Trust (FRDM) (-22.8% shares) and Jpmorgan Income ETF (JPIE) (-9.8% shares), compared with its Q2 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 Dec 31, 2026 is due by Feb 14, 2027; 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 $443.1M.