Sponsored

The Analysis of Investment Planning Advisors, Inc.'s Holdings & P&L

Currently, Investment Planning Advisors, Inc. holds 107 types of securities in its portfolio with a total value $363.2M. In the most recent quarter, they have increased their positions in FLOT (+211.8K shares, valued at $10.8M), RWL (+77.9K shares, valued at $8.9M), QQQM (+34.8K shares, valued at $8.3M); decreased their positions in N/A (-73.9K shares, valued at $14.2M), CGUS (-318.4K shares, valued at $12.2M), BINC (-209.9K shares, valued at $10.9M); initiated new positions in FLOT (+211.8K shares, valued at $10.8M), VNQ (+59.7K shares, valued at $5.3M), XOP (+28.4K shares, valued at $5.2M).

1M P&L

+14.0M+3.66%

3M P&L

+11.8M+3.07%

HY P&L

+30.1M+8.25%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A346.2M

96.4%

2Consumer Electronics1.5M

0.4%

3Insurance - Property & Casualty1.5M

0.4%

Top Industries by Stock Count

1N/A75 stocks

74.3%

2Insurance - Property & Casualty2 stocks

2.0%

3Oil & Gas Integrated2 stocks

2.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPYM SPDR SERIES TRUST578.2K shares10.32%2026-03-312026-04-23

MGC VANGUARD WORLD FD152.0K shares11.53%2026-03-312026-04-23

VCRB VANGUARD MALVERN FDS365.1K shares25.60%2026-03-312026-04-23

RWL INVESCO EXCH TRADED FD TR II243.7K shares46.94%2026-03-312026-04-23

FRDM EA SERIES TRUST470.3K shares-15.87%2026-03-312026-04-23

VXF VANGUARD INDEX FDS119.5K shares11.78%2026-03-312026-04-23

QQQM INVESCO EXCH TRADED FD TR II98.5K shares54.72%2026-03-312026-04-23

FBND FIDELITY MERRIMACK STR TR373.0K shares0.90%2026-03-312026-04-23

Sponsored

SCHF SCHWAB STRATEGIC TR514.3K shares61.48%2026-03-312026-04-23

FLOT ISHARES TR211.8K sharesnew addition2026-03-312026-04-23

BSV VANGUARD BD INDEX FDS123.0K shares13.94%2026-03-312026-04-23

CGCP CAPITAL GRP FIXED INCM ETF T336.7K shares1.19%2026-03-312026-04-23

VNQ VANGUARD INDEX FDS59.7K sharesnew addition2026-03-312026-04-23

SPGM SPDR INDEX SHS FDS68.8K shares62.63%2026-03-312026-04-23

XOP SPDR SERIES TRUST28.4K sharesnew addition2026-03-312026-04-23

JPEF J P MORGAN EXCHANGE TRADED F65.6K shares2.90%2026-03-312026-04-23

Sponsored

FMB FIRST TR EXCH TRADED FD III76.8K shares2.25%2026-03-312026-04-23

SPTM SPDR SERIES TRUST49.1K shares1.48%2026-03-312026-04-23

OAKM HARRIS OAKMARK ETF TRUST121.5K shares7.67%2026-03-312026-04-23

JMUB J P MORGAN EXCHANGE TRADED F58.4K shares0.87%2026-03-312026-04-23

CGGR CAPITAL GROUP GROWTH ETF70.7K shares-2.91%2026-03-312026-04-23

VT VANGUARD INTL EQUITY INDEX F17.5K shares1.91%2026-03-312026-04-23

SCMB SCHWAB STRATEGIC TR90.9K shares10.44%2026-03-312026-04-23

SEPI SCM TRUST89.3K shares24.25%2026-03-312026-04-23

Sponsored

JMHI J P MORGAN EXCHANGE TRADED F36.9K shares6.20%2026-03-312026-04-23

GPIX GOLDMAN SACHS ETF TR35.5K shares18.15%2026-03-312026-04-23

IVV ISHARES TR2.5K shares2.83%2026-03-312026-04-23

AAPL APPLE INC5.8K shares13.28%2026-03-312026-04-23

CGUS CAPITAL GROUP CORE EQUITY ET36.6K shares-89.68%2026-03-312026-04-23

MGK VANGUARD WORLD FD3.8K shares-0.71%2026-03-312026-04-23

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T7.2K shares-91.13%2026-03-312026-04-23

DFAX DIMENSIONAL ETF TRUST39.9K shares2.27%2026-03-312026-04-23

Sponsored

CGIE CAPITAL GROUP INTERNATIONAL37.0K shares-0.22%2026-03-312026-04-23

WRB BERKLEY W R CORP18.4K shares-0.03%2026-03-312026-04-23

MUB ISHARES TR11.1K shares-23.52%2026-03-312026-04-23

VIG VANGUARD SPECIALIZED FUNDS5.3K shares-6.23%2026-03-312026-04-23

JPM JPMORGAN CHASE & CO3.5K shares21.13%2026-03-312026-04-23

SPGP INVESCO EXCHANGE TRADED FD T9.0K shares-0.03%2026-03-312026-04-23

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.0K shares60.89%2026-03-312026-04-23

WMT WALMART INC7.8K shares11.29%2026-03-312026-04-23

Sponsored

BINC BLACKROCK ETF TRUST II18.5K shares-91.90%2026-03-312026-04-23

FTCS FIRST TR EXCHANGE-TRADED FD9.8K shares-0.15%2026-03-312026-04-23

SCHX SCHWAB STRATEGIC TR35.4K shares15.46%2026-03-312026-04-23

ALPHABET INC ALPHABET INC3.1K shares24.40%2026-03-312026-04-23

JPIE J P MORGAN EXCHANGE TRADED F18.4K shares-8.20%2026-03-312026-04-23

VTI VANGUARD INDEX FDS2.6K shares-1.50%2026-03-312026-04-23

JPST J P MORGAN EXCHANGE TRADED F16.1K shares-14.05%2026-03-312026-04-23

NVDA NVIDIA CORPORATION4.2K shares30.28%2026-03-312026-04-23

Sponsored

SO SOUTHERN CO7.6K shares18.05%2026-03-312026-04-23

VPU VANGUARD WORLD FD3.6K shares0.39%2026-03-312026-04-23

JEPQ J P MORGAN EXCHANGE TRADED F12.9K shares8.33%2026-03-312026-04-23

SUB ISHARES TR6.6K shares1.50%2026-03-312026-04-23

ICSH ISHARES TR13.7K shares1.46%2026-03-312026-04-23

CGGE CAPITAL GROUP GLOBAL EQUITY22.5K shares13.16%2026-03-312026-04-23

MSFT MICROSOFT CORP1.8K shares-19.95%2026-03-312026-04-23

CGGO CAPITAL GROUP GBL GROWTH EQT20.3K shares1.95%2026-03-312026-04-23

Sponsored

SPMD SPDR SERIES TRUST10.7K shares-0.31%2026-03-312026-04-23

SPSM SPDR SERIES TRUST13.1K shares5.21%2026-03-312026-04-23

XOM EXXON MOBIL CORP3.7K shares24.79%2026-03-312026-04-23

TSLA TESLA INC1.6K shares-2.86%2026-03-312026-04-23

VO VANGUARD INDEX FDS1.9K shares3.29%2026-03-312026-04-23

ALPS ETF TR ALPS ETF TR9.4K shares1.94%2026-03-312026-04-23

PFF ISHARES TR15.9K shares2.14%2026-03-312026-04-23

CSB VICTORY PORTFOLIOS II7.7K shares1.88%2026-03-312026-04-23

Sponsored

XLV SELECT SECTOR SPDR TR3.1K shares16.41%2026-03-312026-04-23

CGXU CAPITAL GROUP INTL FOCUS EQT14.7K shares0.59%2026-03-312026-04-23

VB VANGUARD INDEX FDS1.6K shares3.33%2026-03-312026-04-23

VHT VANGUARD WORLD FD1.6K shares57.29%2026-03-312026-04-23

MCD MCDONALDS CORP1.4K shares29.30%2026-03-312026-04-23

QUAL ISHARES TR2.2K shares-4.94%2026-03-312026-04-23

LINDE PLC LINDE PLC847 sharesnew addition2026-03-312026-04-23

SCHZ SCHWAB STRATEGIC TR18.1K shares-14.55%2026-03-312026-04-23

Sponsored

AMZN AMAZON COM INC2.0K shares43.35%2026-03-312026-04-23

DGRO ISHARES TR5.8K shares5.87%2026-03-312026-04-23

SRLN SSGA ACTIVE ETF TR9.9K shares6.49%2026-03-312026-04-23

COST COSTCO WHOLESALE CORPORATION388 shares48.66%2026-03-312026-04-23

JNJ JOHNSON & JOHNSON1.5K shares27.16%2026-03-312026-04-23

CGMS CAPITAL GRP FIXED INCM ETF T13.3K shares-26.73%2026-03-312026-04-23

HD HOME DEPOT INC1.0K shares32.86%2026-03-312026-04-23

XLK SELECT SECTOR SPDR TR2.5K shares16.00%2026-03-312026-04-23

Sponsored

RNP COHEN & STEERS REIT & PFD &17.0K shares-0.76%2026-03-312026-04-23

IEF ISHARES TR3.4K shares59.55%2026-03-312026-04-23

SPAB SPDR SERIES TRUST12.5K shares-3.60%2026-03-312026-04-23

SCHG SCHWAB STRATEGIC TR10.5K shares27.79%2026-03-312026-04-23

UPS UNITED PARCEL SVCS INC3.1K shares13.91%2026-03-312026-04-23

CVX CHEVRON CORPORATION1.4K sharesnew addition2026-03-312026-04-23

VYM VANGUARD WHITEHALL FDS1.9K shares1.06%2026-03-312026-04-23

FNDX SCHWAB STRATEGIC TR10.0K sharesnew addition2026-03-312026-04-23

Sponsored

JQUA J P MORGAN EXCHANGE TRADED F4.5K shares-46.87%2026-03-312026-04-23

TFI SPDR SERIES TRUST6.1K shares16.51%2026-03-312026-04-23

KO COCA COLA CO3.5K shares-2.79%2026-03-312026-04-23

HELO J P MORGAN EXCHANGE TRADED F4.1K shares-0.15%2026-03-312026-04-23

META META PLATFORMS INC455 sharesnew addition2026-03-312026-04-23

PG PROCTER & GAMBLE CO1.7K shares11.15%2026-03-312026-04-23

ORCL ORACLE CORP1.7K shares53.99%2026-03-312026-04-23

CAT CATERPILLAR INC346 sharesnew addition2026-03-312026-04-23

Sponsored

PGR PROGRESSIVE CORP1.2K sharesnew addition2026-03-312026-04-23

VIS VANGUARD WORLD FD752 sharesnew addition2026-03-312026-04-23

LGLV SPDR SERIES TRUST1.3K shares0.00%2026-03-312026-04-23

ITA ISHARES TR1.1K sharesnew addition2026-03-312026-04-23

SCHA SCHWAB STRATEGIC TR7.6K shares5.86%2026-03-312026-04-23

PEP PEPSICO INC1.4K sharesnew addition2026-03-312026-04-23

XLE SELECT SECTOR SPDR TR3.5K sharesnew addition2026-03-312026-04-23

IBM INTERNATIONAL BUSINESS MACHS844 shares1.08%2026-03-312026-04-23

Sponsored

V VISA INC674 sharesnew addition2026-03-312026-04-23

QUANTUM EMOTION CORP QUANTUM EMOTION CORP48.1K sharesnew addition2026-03-312026-04-23

NAK NORTHERN DYNASTY MINERALS LT11.9K shares-10.90%2026-03-312026-04-23

SPYM

SPDR SERIES TRUST

10.32%

Shares578.2K

Event2026-03-31

Filed2026-04-23

MGC

VANGUARD WORLD FD

11.53%

Shares152.0K

Event2026-03-31

Filed2026-04-23

VCRB

VANGUARD MALVERN FDS

25.60%

Shares365.1K

Event2026-03-31

Filed2026-04-23

RWL

INVESCO EXCH TRADED FD TR II

46.94%

Shares243.7K

Event2026-03-31

Filed2026-04-23

FRDM

EA SERIES TRUST

-15.87%

Shares470.3K

Event2026-03-31

Filed2026-04-23

VXF

VANGUARD INDEX FDS

11.78%

Shares119.5K

Event2026-03-31

Filed2026-04-23

QQQM

INVESCO EXCH TRADED FD TR II

54.72%

Shares98.5K

Event2026-03-31

Filed2026-04-23

FBND

FIDELITY MERRIMACK STR TR

0.90%

Shares373.0K

Event2026-03-31

Filed2026-04-23

SCHF

SCHWAB STRATEGIC TR

61.48%

Shares514.3K

Event2026-03-31

Filed2026-04-23

FLOT

ISHARES TR

New

Shares211.8K

Event2026-03-31

Filed2026-04-23

BSV

VANGUARD BD INDEX FDS

13.94%

Shares123.0K

Event2026-03-31

Filed2026-04-23

CGCP

CAPITAL GRP FIXED INCM ETF T

1.19%

Shares336.7K

Event2026-03-31

Filed2026-04-23

VNQ

VANGUARD INDEX FDS

New

Shares59.7K

Event2026-03-31

Filed2026-04-23

SPGM

SPDR INDEX SHS FDS

62.63%

Shares68.8K

Event2026-03-31

Filed2026-04-23

XOP

SPDR SERIES TRUST

New

Shares28.4K

Event2026-03-31

Filed2026-04-23

JPEF

J P MORGAN EXCHANGE TRADED F

2.90%

Shares65.6K

Event2026-03-31

Filed2026-04-23

FMB

FIRST TR EXCH TRADED FD III

2.25%

Shares76.8K

Event2026-03-31

Filed2026-04-23

SPTM

SPDR SERIES TRUST

1.48%

Shares49.1K

Event2026-03-31

Filed2026-04-23

OAKM

HARRIS OAKMARK ETF TRUST

7.67%

Shares121.5K

Event2026-03-31

Filed2026-04-23

JMUB

J P MORGAN EXCHANGE TRADED F

0.87%

Shares58.4K

Event2026-03-31

Filed2026-04-23

CGGR

CAPITAL GROUP GROWTH ETF

-2.91%

Shares70.7K

Event2026-03-31

Filed2026-04-23

VANGUARD INTL EQUITY INDEX F

1.91%

Shares17.5K

Event2026-03-31

Filed2026-04-23

SCMB

SCHWAB STRATEGIC TR

10.44%

Shares90.9K

Event2026-03-31

Filed2026-04-23

SEPI

SCM TRUST

24.25%

Shares89.3K

Event2026-03-31

Filed2026-04-23

JMHI

J P MORGAN EXCHANGE TRADED F

6.20%

Shares36.9K

Event2026-03-31

Filed2026-04-23

GPIX

GOLDMAN SACHS ETF TR

18.15%

Shares35.5K

Event2026-03-31

Filed2026-04-23

IVV

ISHARES TR

2.83%

Shares2.5K

Event2026-03-31

Filed2026-04-23

AAPL

APPLE INC

13.28%

Shares5.8K

Event2026-03-31

Filed2026-04-23

CGUS

CAPITAL GROUP CORE EQUITY ET

-89.68%

Shares36.6K

Event2026-03-31

Filed2026-04-23

MGK

VANGUARD WORLD FD

-0.71%

Shares3.8K

Event2026-03-31

Filed2026-04-23

INVESCO EXCHANGE TRADED FD T

-91.13%

Shares7.2K

Event2026-03-31

Filed2026-04-23

DFAX

DIMENSIONAL ETF TRUST

2.27%

Shares39.9K

Event2026-03-31

Filed2026-04-23

CGIE

CAPITAL GROUP INTERNATIONAL

-0.22%

Shares37.0K

Event2026-03-31

Filed2026-04-23

WRB

BERKLEY W R CORP

-0.03%

Shares18.4K

Event2026-03-31

Filed2026-04-23

MUB

ISHARES TR

-23.52%

Shares11.1K

Event2026-03-31

Filed2026-04-23

VIG

VANGUARD SPECIALIZED FUNDS

-6.23%

Shares5.3K

Event2026-03-31

Filed2026-04-23

JPM

JPMORGAN CHASE & CO

21.13%

Shares3.5K

Event2026-03-31

Filed2026-04-23

SPGP

INVESCO EXCHANGE TRADED FD T

-0.03%

Shares9.0K

Event2026-03-31

Filed2026-04-23

BERKSHIRE HATHAWAY INC DEL

60.89%

Shares2.0K

Event2026-03-31

Filed2026-04-23

WMT

WALMART INC

11.29%

Shares7.8K

Event2026-03-31

Filed2026-04-23

BINC

BLACKROCK ETF TRUST II

-91.90%

Shares18.5K

Event2026-03-31

Filed2026-04-23

FTCS

FIRST TR EXCHANGE-TRADED FD

-0.15%

Shares9.8K

Event2026-03-31

Filed2026-04-23

SCHX

SCHWAB STRATEGIC TR

15.46%

Shares35.4K

Event2026-03-31

Filed2026-04-23

ALPHABET INC

24.40%

Shares3.1K

Event2026-03-31

Filed2026-04-23

JPIE

J P MORGAN EXCHANGE TRADED F

-8.20%

Shares18.4K

Event2026-03-31

Filed2026-04-23

VTI

VANGUARD INDEX FDS

-1.50%

Shares2.6K

Event2026-03-31

Filed2026-04-23

JPST

J P MORGAN EXCHANGE TRADED F

-14.05%

Shares16.1K

Event2026-03-31

Filed2026-04-23

NVDA

NVIDIA CORPORATION

30.28%

Shares4.2K

Event2026-03-31

Filed2026-04-23

SOUTHERN CO

18.05%

Shares7.6K

Event2026-03-31

Filed2026-04-23

VPU

VANGUARD WORLD FD

0.39%

Shares3.6K

Event2026-03-31

Filed2026-04-23

JEPQ

J P MORGAN EXCHANGE TRADED F

8.33%

Shares12.9K

Event2026-03-31

Filed2026-04-23

SUB

ISHARES TR

1.50%

Shares6.6K

Event2026-03-31

Filed2026-04-23

ICSH

ISHARES TR

1.46%

Shares13.7K

Event2026-03-31

Filed2026-04-23

CGGE

CAPITAL GROUP GLOBAL EQUITY

13.16%

Shares22.5K

Event2026-03-31

Filed2026-04-23

MSFT

MICROSOFT CORP

-19.95%

Shares1.8K

Event2026-03-31

Filed2026-04-23

CGGO

CAPITAL GROUP GBL GROWTH EQT

1.95%

Shares20.3K

Event2026-03-31

Filed2026-04-23

SPMD

SPDR SERIES TRUST

-0.31%

Shares10.7K

Event2026-03-31

Filed2026-04-23

SPSM

SPDR SERIES TRUST

5.21%

Shares13.1K

Event2026-03-31

Filed2026-04-23

XOM

EXXON MOBIL CORP

24.79%

Shares3.7K

Event2026-03-31

Filed2026-04-23

TSLA

TESLA INC

-2.86%

Shares1.6K

Event2026-03-31

Filed2026-04-23

VANGUARD INDEX FDS

3.29%

Shares1.9K

Event2026-03-31

Filed2026-04-23

ALPS ETF TR

1.94%

Shares9.4K

Event2026-03-31

Filed2026-04-23

PFF

ISHARES TR

2.14%

Shares15.9K

Event2026-03-31

Filed2026-04-23

CSB

VICTORY PORTFOLIOS II

1.88%

Shares7.7K

Event2026-03-31

Filed2026-04-23

XLV

SELECT SECTOR SPDR TR

16.41%

Shares3.1K

Event2026-03-31

Filed2026-04-23

CGXU

CAPITAL GROUP INTL FOCUS EQT

0.59%

Shares14.7K

Event2026-03-31

Filed2026-04-23

VANGUARD INDEX FDS

3.33%

Shares1.6K

Event2026-03-31

Filed2026-04-23

VHT

VANGUARD WORLD FD

57.29%

Shares1.6K

Event2026-03-31

Filed2026-04-23

MCD

MCDONALDS CORP

29.30%

Shares1.4K

Event2026-03-31

Filed2026-04-23

QUAL

ISHARES TR

-4.94%

Shares2.2K

Event2026-03-31

Filed2026-04-23

LINDE PLC

New

Shares847

Event2026-03-31

Filed2026-04-23

SCHZ

SCHWAB STRATEGIC TR

-14.55%

Shares18.1K

Event2026-03-31

Filed2026-04-23

AMZN

AMAZON COM INC

43.35%

Shares2.0K

Event2026-03-31

Filed2026-04-23

DGRO

ISHARES TR

5.87%

Shares5.8K

Event2026-03-31

Filed2026-04-23

SRLN

SSGA ACTIVE ETF TR

6.49%

Shares9.9K

Event2026-03-31

Filed2026-04-23

COST

COSTCO WHOLESALE CORPORATION

48.66%

Shares388

Event2026-03-31

Filed2026-04-23

JNJ

JOHNSON & JOHNSON

27.16%

Shares1.5K

Event2026-03-31

Filed2026-04-23

CGMS

CAPITAL GRP FIXED INCM ETF T

-26.73%

Shares13.3K

Event2026-03-31

Filed2026-04-23

HOME DEPOT INC

32.86%

Shares1.0K

Event2026-03-31

Filed2026-04-23

XLK

SELECT SECTOR SPDR TR

16.00%

Shares2.5K

Event2026-03-31

Filed2026-04-23

RNP

COHEN & STEERS REIT & PFD &

-0.76%

Shares17.0K

Event2026-03-31

Filed2026-04-23

IEF

ISHARES TR

59.55%

Shares3.4K

Event2026-03-31

Filed2026-04-23

SPAB

SPDR SERIES TRUST

-3.60%

Shares12.5K

Event2026-03-31

Filed2026-04-23

SCHG

SCHWAB STRATEGIC TR

27.79%

Shares10.5K

Event2026-03-31

Filed2026-04-23

UPS

UNITED PARCEL SVCS INC

13.91%

Shares3.1K

Event2026-03-31

Filed2026-04-23

CVX

CHEVRON CORPORATION

New

Shares1.4K

Event2026-03-31

Filed2026-04-23

VYM

VANGUARD WHITEHALL FDS

1.06%

Shares1.9K

Event2026-03-31

Filed2026-04-23

FNDX

SCHWAB STRATEGIC TR

New

Shares10.0K

Event2026-03-31

Filed2026-04-23

JQUA

J P MORGAN EXCHANGE TRADED F

-46.87%

Shares4.5K

Event2026-03-31

Filed2026-04-23

TFI

SPDR SERIES TRUST

16.51%

Shares6.1K

Event2026-03-31

Filed2026-04-23

COCA COLA CO

-2.79%

Shares3.5K

Event2026-03-31

Filed2026-04-23

HELO

J P MORGAN EXCHANGE TRADED F

-0.15%

Shares4.1K

Event2026-03-31

Filed2026-04-23