Investment Planning Advisors, Inc. 13F Holdings · Q2 2026
Investment Planning Advisors, Inc. reported 117 securities worth $431.82M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: SPYM (12.31%), RWL (9.54%), RSP (7.86%). Among its top 25 positions this quarter: 1 new, 19 added, 5 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | $53.2M | 12.31% | 604,935 | Added |
| 2 | RWL | INVESCO EXCH TRADED FD TR II | $41.2M | 9.54% | 322,460 | Added |
| 3 | RSP | INVESCO EXCHANGE TRADED FD T | $34.0M | 7.86% | 159,611 | Added |
| 4 | VCRB | VANGUARD MALVERN FDS | $31.1M | 7.20% | 402,406 | Added |
| 5 | VXF | VANGUARD INDEX FDS | $31.0M | 7.17% | 125,832 | Added |
| 6 | QQQM | INVESCO EXCH TRADED FD TR II | $30.7M | 7.12% | 101,440 | Added |
| 7 | FRDM | EA SERIES TRUST | $30.0M | 6.95% | 411,418 | Trimmed |
| 8 | BOXX | EA SERIES TRUST | $18.8M | 4.36% | 160,622 | New |
| 9 | SCHF | SCHWAB STRATEGIC TR | $18.6M | 4.31% | 671,844 | Added |
| 10 | BSV | VANGUARD BD INDEX FDS | $16.3M | 3.76% | 208,650 | Added |
| 11 | FLOT | ISHARES TR | $11.9M | 2.75% | 232,202 | Added |
| 12 | CGCP | CAPITAL GRP FIXED INCM ETF T | $7.6M | 1.77% | 343,021 | Added |
| 13 | SPGM | SPDR INDEX SHS FDS | $6.2M | 1.45% | 72,890 | Added |
| 14 | VNQ | VANGUARD INDEX FDS | $6.3M | 1.45% | 65,096 | Added |
| 15 | JPEF | J P MORGAN EXCHANGE TRADED F | $5.3M | 1.23% | 65,993 | Added |
| 16 | SPTM | SPDR SERIES TRUST | $4.4M | 1.02% | 48,323 | Trimmed |
| 17 | FMB | FIRST TR EXCH TRADED FD III | $4.0M | 0.92% | 77,540 | Added |
| 18 | OAKM | HARRIS OAKMARK ETF TRUST | $3.4M | 0.80% | 122,307 | Added |
| 19 | CGGR | CAPITAL GROUP GROWTH ETF | $3.1M | 0.73% | 66,409 | Trimmed |
| 20 | JMUB | J P MORGAN EXCHANGE TRADED F | $2.9M | 0.68% | 57,652 | Trimmed |
| 21 | VT | VANGUARD INTL EQUITY INDEX F | $2.9M | 0.66% | 18,206 | Added |
| 22 | JPST | J P MORGAN EXCHANGE TRADED F | $2.5M | 0.59% | 50,416 | Added |
| 23 | SEPI | SCM TRUST | $2.6M | 0.59% | 92,064 | Added |
| 24 | SCMB | SCHWAB STRATEGIC TR | $2.3M | 0.54% | 90,645 | Trimmed |
| 25 | AAPL | APPLE INC | $2.0M | 0.46% | 6,808 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR