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Investment Planning Advisors, Inc. Portfolio
$443.1M across 116 positions as of 2026-09-30, with 72% of it in the ten largest. 4 quarters on file.
How the reported portfolio did
Each 13F's long stock positions, held to the next quarter's end, against the S&P 500. Yearly rates, on closes without dividends.
1 year
+9.8%
-4.6% a year vs the S&P 500
3 years
—
a quarter missing or too little priced
5 years
—
a quarter missing or too little priced
Quarters ahead
2 of 9
| Quarter | Portfolio | S&P 500 |
|---|---|---|
| Jun 30, 2026 to Sep 30, 2026 | -0.7% | +2.1% |
| Mar 31, 2026 to Jun 30, 2026 | +12.8% | +14.8% |
| Dec 31, 2025 to Mar 31, 2026 | -3.2% | -4.6% |
| Sep 30, 2025 to Dec 31, 2025 | +1.3% | +2.4% |
| Jun 30, 2025 to Sep 30, 2025 | +5.5% | +7.8% |
| Mar 31, 2025 to Jun 30, 2025 | +8.6% | +10.5% |
| Dec 31, 2024 to Mar 31, 2025 | -3.6% | -4.6% |
| Sep 30, 2024 to Dec 31, 2024 | +0.1% | +2.1% |
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| SPYMState Street SPDR Portfolio S&P 500 ETF | $56.6M | 12.8% | 630,403 |
| INVESCO EXCH TRADED FD TR II | $43.2M | 9.8% | 335,973 |
| VANGUARD MALVERN FDS | $37M | 8.3% | 501,923 |
| RSPInvesco S&P 500 Equal Weight ETF | $34.7M | 7.8% | 167,023 |
| VXFVanguard Extended Market ETF | $30.4M | 6.9% | 131,351 |
| SPDR SERIES TRUST | $30.2M | 6.8% | 1,203,743 |
| SCHFSchwab International Equity ETF | $26.2M | 5.9% | 953,431 |
| BOXXEA Series Trust Alpha Architect 1-3 Month Box ETF | $23.4M | 5.3% | 197,333 |
| EA SERIES TRUST | $22.2M | 5.0% | 317,800 |
| BSVVanguard Short-Term Bond ETF | $16.9M | 3.8% | 220,911 |
| FLOTiShares Floating Rate Bond ETF | $13.1M | 3.0% | 257,539 |
| CAPITAL GRP FIXED INCM ETF T | $6.9M | 1.6% | 324,623 |
| SPDR INDEX SHS FDS | $6.6M | 1.5% | 76,774 |
| VNQVanguard Real Estate ETF | $6.3M | 1.4% | 70,419 |
| J P MORGAN EXCHANGE TRADED F | $5.1M | 1.2% | 63,239 |
| SPTMState Street SPDR Portfolio S&P 1500 Composite Stock Market ETF | $4.6M | 1.0% | 49,915 |
| HARRIS OAKMARK ETF TRUST | $3.3M | 0.7% | 112,311 |
| CGGRCapital Group Growth ETF | $3.1M | 0.7% | 64,811 |
| VTVanguard Total World Stock Index ETF | $2.9M | 0.7% | 18,449 |
| SCM TRUST | $2.5M | 0.6% | 88,499 |
| JPSTJPMorgan Ultra-Short Income ETF | $2.4M | 0.5% | 48,183 |
| AAPLApple Inc | $2.4M | 0.5% | 7,201 |
| GPIXGoldman Sachs S&P 500 Premium Income ETF | $2M | 0.5% | 35,993 |
| IVViShares Core S&P 500 ETF | $2M | 0.4% | 2,548 |
| QQQMInvesco NASDAQ 100 ETF | $1.8M | 0.4% | 5,794 |
| MGKVanguard Mega Cap Growth ETF | $1.7M | 0.4% | 18,852 |
| BRK.BBerkshire Hathaway Inc | $1.7M | 0.4% | 3,487 |
| MSFTMicrosoft Corp | $1.6M | 0.4% | 3,155 |
| NVDANVIDIA Corp | $1.6M | 0.4% | 7,029 |
| CGUSCapital Group Core Equity ETF | $1.6M | 0.4% | 35,135 |
| MGCVanguard Mega Cap ETF | $1.5M | 0.3% | 5,454 |
| DFAXDimensional World ex U.S. Core Equity 2 ETF | $1.5M | 0.3% | 40,480 |
| GOOGLAlphabet Inc | $1.5M | 0.3% | 4,243 |
| CAPITAL GROUP INTERNATIONAL | $1.3M | 0.3% | 36,186 |
| JPMJPMorgan Chase & Co | $1.3M | 0.3% | 3,980 |
| WRBW. R. Berkley Corp | $1.3M | 0.3% | 18,653 |
| AMZNAmazon.com Inc | $1.2M | 0.3% | 4,783 |
| VIGVanguard Div Appreciation ETF | $1.2M | 0.3% | 4,990 |
| WMTWalmart Inc | $1.1M | 0.3% | 10,760 |
| SPGPINVESCO EXCHANGE TRADED FD T | $1M | 0.2% | 8,721 |
| SCHXSchwab U.S. Large-Cap ETF | $1M | 0.2% | 33,789 |
| VTIVanguard Total Stock Market ETF | $972.5K | 0.2% | 2,599 |
| SOSouthern Co | $950.4K | 0.2% | 11,465 |
| FIRST TR EXCHANGE-TRADED FD | $908K | 0.2% | 9,675 |
| MUBiShares National Muni Bond ETF | $882.9K | 0.2% | 8,733 |
| CGGOCapital Group Global Growth Equity ETF | $869.3K | 0.2% | 21,853 |
| XOMExxonmobil Holdings Corp | $842.7K | 0.2% | 5,178 |
| JEPQJPMorgan Nasdaq Equity Premium Income ETF | $797.9K | 0.2% | 13,024 |
| JPIEJPMorgan Income ETF | $782.2K | 0.2% | 17,426 |
| CGGECapital Group Global Equity ETF | $772.9K | 0.2% | 22,204 |
| VHTVanguard Health Care ETF | $759.2K | 0.2% | 2,402 |
| SPMDState Street SPDR Portfolio S&P 400 Mid Cap ETF | $713.5K | 0.2% | 11,318 |
| LINDE PLC | $709.8K | 0.2% | 1,495 |
| SPSMState Street SPDR Portfolio S&P 600 Small Cap ETF | $700.7K | 0.2% | 13,255 |
| BINCiShares Flexible Income Active ETF | $652.8K | 0.1% | 12,852 |
| VPUVanguard Utilities ETF | $649K | 0.1% | 3,795 |
| VISVanguard Industrials ETF | $634K | 0.1% | 1,978 |
| TSLATesla Inc | $599.8K | 0.1% | 1,690 |
| SUBiShares Short-Term National Muni Bond ETF | $598K | 0.1% | 5,721 |
| VVisa Inc | $590.2K | 0.1% | 1,642 |
| COSTCostco Wholesale Corp | $583.5K | 0.1% | 641 |
| VOVanguard Mid-Cap ETF | $580.4K | 0.1% | 7,402 |
| TSMTaiwan Semiconductor Manufacturing Co Ltd | $578K | 0.1% | 1,267 |
| JNJJohnson & Johnson | $570.4K | 0.1% | 2,155 |
| CRWDCrowdStrike Holdings Inc | $528.8K | 0.1% | 1,997 |
| VICTORY PORTFOLIOS II | $495.8K | 0.1% | 8,060 |
| DGROiShares Core Dividend Growth ETF | $495.1K | 0.1% | 6,567 |
| PANWPalo Alto Networks Inc | $491.6K | 0.1% | 1,237 |
| ICSHISHARES TR | $487.8K | 0.1% | 9,678 |
| VBVanguard Small-Cap ETF | $480.1K | 0.1% | 1,688 |
| PFFiShares Preferred and Income Securities ETF | $476.8K | 0.1% | 16,164 |
| AMLPAlerian MLP ETF | $476K | 0.1% | 9,176 |
| CGXUCapital Group International Focus Equity ETF | $450.5K | 0.1% | 13,138 |
| QUALiShares MSCI USA Quality Factor ETF | $449.2K | 0.1% | 2,021 |
| SRLNState Street Blackstone Senior Loan ETF | $448.7K | 0.1% | 11,110 |
| CVXChevron Corp | $445K | 0.1% | 2,179 |
| SCHGSchwab U.S. Large-Cap Growth ETF | $441.7K | 0.1% | 12,294 |
| CEGConstellation Energy Corp | $436.1K | 0.1% | 1,717 |
| CATCaterpillar Inc | $426.8K | 0.1% | 526 |
| SCHZSchwab US Aggregate Bond ETF | $412.1K | 0.1% | 18,646 |
| VOOVanguard S&P 500 ETF | $410.6K | 0.1% | 586 |
| HDHome Depot Inc | $402.1K | 0.1% | 1,413 |
| FBNDFidelity Total Bond ETF | $398.1K | 0.1% | 9,194 |
| IEFiShares 7-10 Year Treasury Bond ETF | $394.8K | 0.1% | 4,421 |
| PGProcter & Gamble Co | $389.1K | 0.1% | 2,678 |
| ICEIntercontinental Exchange Inc | $387.9K | 0.1% | 2,551 |
| QCOMQualcomm Inc | $382.9K | 0.1% | 2,080 |
| MAMastercard Inc | $377.5K | 0.1% | 685 |
| PGRProgressive Corp | $369.8K | 0.1% | 1,784 |
| KOCoca-Cola Co | $365K | 0.1% | 4,240 |
| XLIState Street Industrial Select Sector SPDR ETF | $358.8K | 0.1% | 2,149 |
| ORCLOracle Corp | $345.5K | 0.1% | 2,517 |
| HELOJPMorgan Hedged Equity Laddered Overlay ETF | $338.1K | 0.1% | 4,888 |
| XLKState Street Technology Select Sector SPDR ETF | $337K | 0.1% | 1,722 |
| J P MORGAN EXCHANGE TRADED F | $334.3K | 0.1% | 4,530 |
| FIRST TR EXCH TRADED FD III | $326.9K | 0.1% | 6,831 |
| COHEN & STEERS REIT & PFD & | $320.6K | 0.1% | 17,188 |
| PEPPepsiCo Inc | $318.8K | 0.1% | 2,515 |
| MCDMcDonald's Corp | $316K | 0.1% | 1,368 |
| FNDXSchwab Fundamental US Large Company Index ETF | $314.4K | 0.1% | 9,992 |
| CHUBB LIMITED | $310.3K | 0.1% | 954 |
| CIBRFirst Trust NASDAQ Cybersecurity ETF | $309.3K | 0.1% | 3,001 |
| NEENextera Energy Inc | $298.3K | 0.1% | 3,939 |
| CGMSCapital Group Fixed Income ETF Trust Capital Group U.S. Multi-Sector Income ETF | $282.7K | 0.1% | 10,779 |
| SPABState Street SPDR Portfolio Aggregate Bond ETF | $279.1K | 0.1% | 11,458 |
| AMTAmerican Tower Corp | $267.8K | 0.1% | 1,636 |
| SCHASchwab U.S. Small-Cap ETF | $249.2K | 0.1% | 7,637 |
| XLVState Street Health Care Select Sector SPDR ETF | $247.2K | 0.1% | 1,468 |
| UPSUnited Parcel Service Inc | $242.2K | 0.1% | 2,592 |
| XLYSPDR Select Sector Fund - Consumer Discretionary | $233.5K | 0.1% | 2,145 |
| SPDR SERIES TRUST | $226.6K | 0.1% | 1,300 |
| TFIState Street SPDR Nuveen ICE Municipal Bond ETF | $224.1K | 0.1% | 5,240 |
| ITAiShares U.S. Aerospace & Defense ETF | $218.5K | 0.0% | 1,055 |
| VTVVanguard Value ETF | $208.2K | 0.0% | 963 |
| QUANTUM EMOTION CORP | $71.1K | 0.0% | 48,058 |
| NORTHERN DYNASTY MINERALS LT | $14.3K | 0.0% | 10,440 |
Quarter ending 2026-09-30.
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