Investment Planning Advisors, Inc. Portfolio Holdings - 13F Filings | 13F Fund Database
Investment Planning Advisors, Inc. 13F Holdings
CIK 0002024049 · CUMMING, GA
As of Sep 30, 2025, Investment Planning Advisors, Inc. reported
88 positions worth $318.0M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 500(R) ETF | SPYM | — | 517,140 | $40.5M | 12.74% |
| VANGUARD EXTENDED MARKET INDEX FUND | VXF | — | 163,676 | $34.3M | 10.78% |
| VANGUARD MEGA CAP INDEX FUND | MGC | — | 136,865 | $33.4M | 10.51% |
| FREEDOM 100 EMERGING MARKETS ETF | FRDM | — | 504,048 | $22.3M | 7.02% |
| VANGUARD CORE BOND ETF | VCRB | — | 274,509 | $21.5M | 6.77% |
| INVESCO S&P 500 REVENUE ETF | RWL | — | 161,774 |
|
7.9M5.63% |
| INVESCO NASDAQ 100 ETF | QQQM | — | 72,104 |
7.8M | 5.60% |
| FIDELITY TOTAL BOND ETF | FBND | — | 354,813 |
6.4M | 5.16% |
| CAPITAL GROUP CORE EQUITY ETF | CGUS | — | 344,826 |
3.6M | 4.29% |
| ISHARES FLEX I A ETF-USD INC | BINC | — | 217,807 |
1.6M | 3.65% |
| VANGUARD SHORT-TERM BOND INDEX FUND | BSV | — | 101,063 | $8.0M | 2.51% |
| SCHWAB INTERNATIONAL EQUITY ETF | SCHF | — | 283,565 | $6.6M | 2.08% |
| CAPITAL GROUP CORE PLUS INCOME ETF | CGCP | — | 228,154 | $5.2M | 1.63% |
| JPMORGAN EQUITY FOCUS ETF | JPEF | — | 61,351 | $4.5M | 1.43% |
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 1500(R) COMPOSITE STOCK MARKET ETF | SPTM | — | 45,897 | $3.7M | 1.16% |
| FIRST TRUST MANAGED MUNICIPAL ETF | FMB | — | 67,294 | $3.4M | 1.07% |
| CAPITAL GROUP GROWTH ETF | CGGR | — | 71,157 | $3.1M | 0.98% |
| SPDR(R) PORTFOLIO MSCI GLOBAL STOCK MARKET ETF | SPGM | — | 41,003 | $3.1M | 0.97% |
| JPMORGAN MUNICIPAL ETF | JMUB | — | 51,722 | $2.6M | 0.82% |
| VANGUARD TOTAL WORLD STOCK INDEX FUND | VT | — | 16,285 | $2.2M | 0.71% |
| JPMORGAN EQUITY PREMIUM INCOME ETF | JEPI | — | 35,412 | $2.0M | 0.64% |
| SCHWAB MUNICIPAL BOND ETF | SCMB | — | 68,816 |
.8M | 0.55% |
| JPMORGAN HIGH YIELD MUNICIPAL ETF | JMHI | — | 34,300 |
.7M | 0.54% |
| ISHARES CORE S&P 500 ETF | IVV | — | 2,360 |
.6M | 0.50% |
| VANGUARD WORLD FUND | MGK | — | 3,822 |
.5M | 0.48% |