Institutions / Investment Planning Advisors, Inc.

Investment Planning Advisors, Inc.

CIK 2024049 · Institution · as of Dec 31, 2025

Portfolio value

$343.49M

Positions

As of

Dec 31, 2025

Top holdings

Dec 31, 2025View all 95 →

Company	Class	Value	Shares	% of portfolio
SPDR Series Trust	—	$42.04M	524,092	12.2%
Vanguard World Fd	—	$34.22M	136,254	10.0%
Ea Series Trust	—	$28.66M	559,024	8.3%
Vanguard Malvern Fds	—	$22.64M	290,665	6.6%
Vanguard Index Fds	—	$22.35M	106,880	6.5%
Invesco Exch Traded Fd Tr II	—	$18.99M	165,859	5.5%
Fidelity Merrimack Str Tr	—	$17.02M	369,716	5.0%
Invesco Exch Traded Fd Tr II	—	$16.10M	63,654	4.7%
Invesco Exchange Traded Fd T	—	$15.53M	81,047	4.5%
Capital Group Core Equity Et	—	$14.28M	355,027	4.2%
BlackRock ETF Trust II	—	$12.05M	228,389	3.5%
Vanguard Bd Index Fds	—	$8.50M	107,915	2.5%
Schwab Strategic Tr	—	$7.66M	318,498	2.2%
Capital Grp Fixed Incm ETF T	—	$7.53M	332,783	2.2%
J P Morgan Exchange Traded F	—	$4.76M	63,724	1.4%
SPDR Series Trust	—	$3.99M	48,346	1.2%
First Tr Exch Traded Fd III	—	$3.84M	75,106	1.1%
SPDR Index Shs Fds	—	$3.24M	42,274	0.9%
Capital Group Growth ETF	—	$3.24M	72,865	0.9%
Harris Oakmark ETF Trust	—	$3.20M	112,835	0.9%
J P Morgan Exchange Traded F	—	$2.92M	57,859	0.9%
Vanguard Intl Equity Index F	—	$2.43M	17,214	0.7%
Schwab Strategic Tr	—	$2.12M	82,331	0.6%
Scm Trust	—	$1.89M	71,908	0.6%
J P Morgan Exchange Traded F	—	$1.74M	34,720	0.5%

Activity

Dec 31, 2025

InsidersInstitutions

This fund's 13F position changes — what it's buying and selling.

No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.