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


Currently, Investment Planning Advisors, Inc. holds 88 types of securities in its portfolio with a total value $318.0M. In the most recent quarter, they have increased their positions in MGC (+136.9K shares, valued at $33.4M), VCRB (+274.5K shares, valued at $21.5M), QQQM (+72.1K shares, valued at $17.8M); decreased their positions in JPEF (-420.7K shares, valued at $31.2M), CGUS (-443.2K shares, valued at $17.5M), CGGE (-554.8K shares, valued at $17.1M); initiated new positions in MGC (+136.9K shares, valued at $33.4M), VCRB (+274.5K shares, valued at $21.5M), QQQM (+72.1K shares, valued at $17.8M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
SPYM SPDR SERIES TRUST517.1K shares29.28%2025-09-302025-10-21history
VXF VANGUARD INDEX FDS163.7K shares7.30%2025-09-302025-10-21history
MGC VANGUARD WORLD FD136.9K sharesnew addition2025-09-302025-10-21history
FRDM EA SERIES TRUST504.0K shares21.16%2025-09-302025-10-21history
VCRB VANGUARD MALVERN FDS274.5K sharesnew addition2025-09-302025-10-21history
RWL INVESCO EXCH TRADED FD TR II161.8K shares567.55%2025-09-302025-10-21history
QQQM INVESCO EXCH TRADED FD TR II72.1K sharesnew addition2025-09-302025-10-21history
FBND FIDELITY MERRIMACK STR TR354.8K shares-26.47%2025-09-302025-10-21history
Sponsored
CGUS CAPITAL GROUP CORE EQUITY ET344.8K shares-56.24%2025-09-302025-10-21history
BINC BLACKROCK ETF TRUST II217.8K shares8.83%2025-09-302025-10-21history
BSV VANGUARD BD INDEX FDS101.1K shares8.89%2025-09-302025-10-21history
SCHF SCHWAB STRATEGIC TR283.6K sharesnew addition2025-09-302025-10-21history
CGCP CAPITAL GRP FIXED INCM ETF T228.2K shares-72.88%2025-09-302025-10-21history
JPEF J P MORGAN EXCHANGE TRADED F61.4K shares-87.27%2025-09-302025-10-21history
SPTM SPDR SERIES TRUST45.9K shares11.29%2025-09-302025-10-21history
FMB FIRST TR EXCH TRADED FD III67.3K shares15.56%2025-09-302025-10-21history
Sponsored
CGGR CAPITAL GROUP GROWTH ETF71.2K shares-14.79%2025-09-302025-10-21history
SPGM SPDR INDEX SHS FDS41.0K shares586.59%2025-09-302025-10-21history
JMUB J P MORGAN EXCHANGE TRADED F51.7K shares6.33%2025-09-302025-10-21history
VT VANGUARD INTL EQUITY INDEX F16.3K shares11.99%2025-09-302025-10-21history
JEPI J P MORGAN EXCHANGE TRADED F35.4K shares-29.85%2025-09-302025-10-21history
SCMB SCHWAB STRATEGIC TR68.8K shares10.92%2025-09-302025-10-21history
JMHI J P MORGAN EXCHANGE TRADED F34.3K shares9.76%2025-09-302025-10-21history
IVV ISHARES TR2.4K shares140.82%2025-09-302025-10-21history
Sponsored
MGK VANGUARD WORLD FD3.8K shares28.51%2025-09-302025-10-21history
WRB BERKLEY W R CORP20.0K shares0.00%2025-09-302025-10-21history
MUB ISHARES TR13.6K shares0.74%2025-09-302025-10-21history
GPIX GOLDMAN SACHS ETF TR24.3K shares-1.73%2025-09-302025-10-21history
JEPQ J P MORGAN EXCHANGE TRADED F21.6K shares-15.08%2025-09-302025-10-21history
VIG VANGUARD SPECIALIZED FUNDS5.7K shares3.90%2025-09-302025-10-21history
AAPL APPLE INC4.7K shares45.17%2025-09-302025-10-21history
DFAX DIMENSIONAL ETF TRUST37.6K shares11.31%2025-09-302025-10-21history
Sponsored
MSFT MICROSOFT CORP2.2K shares9.80%2025-09-302025-10-21history
SPGP INVESCO EXCHANGE TRADED FD T9.0K shares2.15%2025-09-302025-10-21history
JPST J P MORGAN EXCHANGE TRADED F18.9K shares46.24%2025-09-302025-10-21history
JPIE J P MORGAN EXCHANGE TRADED F20.2K shares-1.47%2025-09-302025-10-21history
ETW EATON VANCE TAX-MANAGED GLOB99.0K shares-7.59%2025-09-302025-10-21history
FTCS FIRST TR EXCHANGE-TRADED FD9.4K shares1.77%2025-09-302025-10-21history
VTI VANGUARD INDEX FDS2.7K shares-1.52%2025-09-302025-10-21history
RSP INVESCO EXCHANGE TRADED FD T4.6K shares17.43%2025-09-302025-10-21history
Sponsored
JPM JPMORGAN CHASE & CO.2.6K shares75.72%2025-09-302025-10-21history
CGIE CAPITAL GROUP INTERNATIONAL23.9K shares-12.20%2025-09-302025-10-21history
SCHX SCHWAB STRATEGIC TR30.6K shares0.18%2025-09-302025-10-21history
SUB ISHARES TR6.7K shares-4.11%2025-09-302025-10-21history
CGGE CAPITAL GROUP GLOBAL EQUITY22.5K shares-96.11%2025-09-302025-10-21history
VPU VANGUARD WORLD FD3.6K shares2.53%2025-09-302025-10-21history
WMT WALMART INC6.6K shares61.33%2025-09-302025-10-21history
CGGO CAPITAL GROUP GBL GROWTH EQT19.6K shares5.60%2025-09-302025-10-21history
Sponsored
SPMD SPDR SERIES TRUST11.1K shares-0.74%2025-09-302025-10-21history
PFF ISHARES TR19.5K shares-7.75%2025-09-302025-10-21history
NVDA NVIDIA CORPORATION3.2K shares16.74%2025-09-302025-10-21history
SPSM SPDR SERIES TRUST12.6K shares-31.89%2025-09-302025-10-21history
SO SOUTHERN CO6.1K shares22.13%2025-09-302025-10-21history
TSLA TESLA INC1.2K shares5.97%2025-09-302025-10-21history
JQUA J P MORGAN EXCHANGE TRADED F8.5K shares24.43%2025-09-302025-10-21history
GOOGL ALPHABET INC2.2K shares31.58%2025-09-302025-10-21history
Sponsored
BRK.B BERKSHIRE HATHAWAY INC DEL1.0K shares35.51%2025-09-302025-10-21history
VO VANGUARD INDEX FDS1.7K shares11.62%2025-09-302025-10-21history
SCHZ SCHWAB STRATEGIC TR21.1K shares-5.50%2025-09-302025-10-21history
QUAL ISHARES TR2.3K shares-5.69%2025-09-302025-10-21history
ICSH ISHARES TR8.7K shares9.35%2025-09-302025-10-21history
CSB VICTORY PORTFOLIOS II7.4K shares-25.64%2025-09-302025-10-21history
CGMS CAPITAL GRP FIXED INCM ETF T15.4K shares-13.50%2025-09-302025-10-21history
AMLP ALPS ETF TR8.8K shares-4.14%2025-09-302025-10-21history
Sponsored
SRLN SSGA ACTIVE ETF TR9.0K shares-6.20%2025-09-302025-10-21history
VB VANGUARD INDEX FDS1.4K shares13.68%2025-09-302025-10-21history
DGRO ISHARES TR4.9K shares12.70%2025-09-302025-10-21history
TFI SPDR SERIES TRUST7.3K shares-17.35%2025-09-302025-10-21history
XLV SELECT SECTOR SPDR TR2.3K sharesnew addition2025-09-302025-10-21history
XOM EXXON MOBIL CORP2.8K shares29.85%2025-09-302025-10-21history
ORCL ORACLE CORP1.1K shares10.94%2025-09-302025-10-21history
SPAB SPDR SERIES TRUST11.8K shares3.62%2025-09-302025-10-21history
Sponsored
RNP COHEN & STEERS REIT & PFD &13.5K shares-11.74%2025-09-302025-10-21history
TLT ISHARES TR3.3K sharesnew addition2025-09-302025-10-21history
HD HOME DEPOT INC702 shares26.03%2025-09-302025-10-21history
SCHD SCHWAB STRATEGIC TR10.4K sharesnew addition2025-09-302025-10-21history
XLK SELECT SECTOR SPDR TR979 sharesnew addition2025-09-302025-10-21history
SCHG SCHWAB STRATEGIC TR8.4K shares-0.71%2025-09-302025-10-21history
HELO J P MORGAN EXCHANGE TRADED F4.1K shares-97.99%2025-09-302025-10-21history
MCD MCDONALDS CORP874 sharesnew addition2025-09-302025-10-21history
Sponsored
SCHO SCHWAB STRATEGIC TR9.7K shares15.55%2025-09-302025-10-21history
IBM INTERNATIONAL BUSINESS MACHS834 shares0.12%2025-09-302025-10-21history
LGLV SPDR SERIES TRUST1.3K shares0.00%2025-09-302025-10-21history
KO COCA COLA CO3.3K shares0.18%2025-09-302025-10-21history
META META PLATFORMS INC286 sharesnew addition2025-09-302025-10-21history
USRT ISHARES TR3.5K sharesnew addition2025-09-302025-10-21history
IEF ISHARES TR2.1K sharesnew addition2025-09-302025-10-21history
SCHA SCHWAB STRATEGIC TR7.2K shares-30.44%2025-09-302025-10-21history
Sponsored

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available