Investment Planning Advisors, Inc.

Est. AUM

$363.2M

13F long equity, this entity only

Positions

107

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	SPDR SERIES TRUST	STATE STREET SPD	$44.3M	578203	12.19%	SOLE
2	VANGUARD WORLD FD	MEGA CAP INDEX	$35.9M	151958	9.89%	SOLE
3	VANGUARD MALVERN FDS	CORE BD ETF	$28.3M	365078	7.78%	SOLE
4	INVESCO EXCH TRADED FD TR II	S&P 500 REVENUE	$28.0M	243712	7.71%	SOLE
5	EA SERIES TRUST	FREEDOM 100 EM	$25.7M	470311	7.08%	SOLE
6	VANGUARD INDEX FDS	EXTEND MKT ETF	$24.6M	119471	6.77%	SOLE
7	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$23.4M	98485	6.44%	SOLE
8	FIDELITY MERRIMACK STR TR	TOTAL BD ETF	$17.0M	373042	4.69%	SOLE
9	SCHWAB STRATEGIC TR	INTL EQTY ETF	$12.7M	514295	3.50%	SOLE
10	ISHARES TR	FLTG RATE NT ETF	$10.8M	211765	2.97%	SOLE
11	VANGUARD BD INDEX FDS	SHORT TRM BOND	$9.6M	122956	2.65%	SOLE
12	CAPITAL GRP FIXED INCM ETF T	CORE PLUS INCM	$7.5M	336728	2.07%	SOLE
13	VANGUARD INDEX FDS	REAL ESTATE ETF	$5.3M	59726	1.46%	SOLE
14	SPDR INDEX SHS FDS	STATE STREET SPD	$5.2M	68752	1.43%	SOLE
15	SPDR SERIES TRUST	STATE STREET SPD	$5.2M	28402	1.42%	SOLE
16	J P MORGAN EXCHANGE TRADED F	EQUITY FOCUS ETF	$4.7M	65573	1.30%	SOLE
17	FIRST TR EXCH TRADED FD III	MANAGD MUN ETF	$3.9M	76795	1.07%	SOLE
18	SPDR SERIES TRUST	STATE STREET SPD	$3.9M	49062	1.07%	SOLE
19	HARRIS OAKMARK ETF TRUST	OAKMARK U S LRG	$3.3M	121484	0.92%	SOLE
20	J P MORGAN EXCHANGE TRADED F	MUNICIPAL ETF	$2.9M	58363	0.80%	SOLE
21	CAPITAL GROUP GROWTH ETF	SHS CREATION UNI	$2.8M	70747	0.78%	SOLE
22	VANGUARD INTL EQUITY INDEX F	TT WRLD ST ETF	$2.4M	17543	0.67%	SOLE
23	SCHWAB STRATEGIC TR	MUN BD ETF	$2.3M	90923	0.64%	SOLE
24	SCM TRUST	SHELTON EQT PRE	$2.2M	89348	0.62%	SOLE
25	J P MORGAN EXCHANGE TRADED F	HIGH YIELD MUNI	$1.8M	36871	0.51%	SOLE
26	GOLDMAN SACHS ETF TR	S&P 500 PREMIUM	$1.8M	35503	0.49%	SOLE
27	ISHARES TR	CORE S&P500 ETF	$1.6M	2505	0.45%	SOLE
28	APPLE INC	COM	$1.5M	5825	0.41%	SOLE
29	CAPITAL GROUP CORE EQUITY ET	SHS CREATION UNI	$1.4M	36626	0.39%	SOLE
30	VANGUARD WORLD FD	MEGA GRWTH IND	$1.4M	3785	0.38%	SOLE
31	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$1.4M	7192	0.38%	SOLE
32	DIMENSIONAL ETF TRUST	WORLD EX US CORE	$1.4M	39875	0.37%	SOLE
33	CAPITAL GROUP INTERNATIONAL	SHS	$1.3M	37008	0.34%	SOLE
34	BERKLEY W R CORP	COM	$1.2M	18402	0.34%	SOLE
35	ISHARES TR	NATIONAL MUN ETF	$1.2M	11129	0.33%	SOLE
36	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.1M	5332	0.32%	SOLE
37	JPMORGAN CHASE & CO	COM	$1.0M	3497	0.28%	SOLE
38	INVESCO EXCHANGE TRADED FD T	S&P 500 GARP ETF	$973K	9046	0.27%	SOLE
39	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$970K	2024	0.27%	SOLE
40	WALMART INC	COM	$965K	7766	0.27%	SOLE
41	BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$961K	18502	0.26%	SOLE
42	FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$912K	9830	0.25%	SOLE
43	SCHWAB STRATEGIC TR	US LRG CAP ETF	$907K	35379	0.25%	SOLE
44	ALPHABET INC	CAP STK CL A	$905K	3146	0.25%	SOLE
45	J P MORGAN EXCHANGE TRADED F	INCOME ETF	$846K	18372	0.23%	SOLE
46	VANGUARD INDEX FDS	TOTAL STK MKT	$840K	2620	0.23%	SOLE
47	J P MORGAN EXCHANGE TRADED F	ULTRA SHRT ETF	$815K	16095	0.22%	SOLE
48	NVIDIA CORPORATION	COM	$741K	4247	0.20%	SOLE
49	SOUTHERN CO	COM	$731K	7573	0.20%	SOLE
50	VANGUARD WORLD FD	UTILITIES ETF	$720K	3633	0.20%	SOLE

1–50 of 107

1 / 3

Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.