Investment Planning Advisors, Inc.
CIK: 0002024049SEC EDGAR →
Portfolio Value
$343.5B
Holdings
95
As of
Q4 2025
New Positions
95
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 524,092 | $42.0B | 12.24% |
| 2 | VANGUARD WORLD FD | 136,254 | $34.2B | 9.96% |
| 3 | EA SERIES TRUST | 559,024 | $28.7B | 8.34% |
| 4 | VANGUARD MALVERN FDS | 290,665 | $22.6B | 6.59% |
| 5 | VANGUARD INDEX FDS | 106,880 | $22.4B | 6.51% |
| 6 | INVESCO EXCH TRADED FD TR II | 165,859 | $19.0B | 5.53% |
| 7 | FIDELITY MERRIMACK STR TR | 369,716 | $17.0B | 4.96% |
| 8 | INVESCO EXCH TRADED FD TR II | 63,654 | $16.1B | 4.69% |
| 9 | INVESCO EXCHANGE TRADED FD T | 81,047 | $15.5B | 4.52% |
| 10 | CAPITAL GROUP CORE EQUITY ET | 355,027 | $14.3B | 4.16% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (95)
$42.0B · 524K shares
$34.2B · 136K shares
$28.7B · 559K shares
$22.6B · 291K shares
$22.4B · 107K shares
$19.0B · 166K shares
$17.0B · 370K shares
$16.1B · 64K shares
$15.5B · 81K shares
$14.3B · 355K shares
$12.1B · 228K shares
$8.5B · 108K shares
$7.7B · 318K shares
$7.5B · 333K shares
$4.8B · 64K shares
$4.0B · 48K shares
$3.8B · 75K shares
$3.2B · 42K shares
$3.2B · 73K shares
$3.2B · 113K shares
$2.9B · 58K shares
$2.4B · 17K shares
$2.1B · 82K shares
$1.9B · 72K shares
$1.7B · 35K shares
$1.7B · 2K shares
$1.6B · 30K shares
$1.6B · 4K shares
$1.6B · 15K shares
$1.4B · 5K shares
$1.3B · 37K shares
$1.3B · 18K shares
$1.3B · 39K shares
$1.2B · 6K shares
$1.1B · 2K shares
$1.0B · 9K shares
$947.0M · 19K shares
$930.0M · 3K shares
$926.0M · 20K shares
$910.0M · 10K shares
$891.0M · 3K shares
$824.0M · 31K shares
$791.0M · 3K shares
$777.0M · 7K shares
$754.0M · 2K shares
$696.0M · 7K shares
$692.0M · 12K shares
$688.0M · 20K shares
$682.0M · 14K shares
$669.0M · 4K shares
$632.0M · 1K shares
$628.0M · 20K shares
$622.0M · 11K shares
$607.0M · 3K shares
$582.0M · 12K shares
$559.0M · 6K shares
$537.0M · 9K shares
$537.0M · 2K shares
$502.0M · 18K shares
$494.0M · 21K shares
$482.0M · 16K shares
$458.0M · 2K shares
$445.0M · 8K shares
$432.0M · 15K shares
$431.0M · 9K shares
$411.0M · 3K shares
$410.0M · 2K shares
$382.0M · 9K shares
$382.0M · 6K shares
$353.0M · 3K shares
$340.0M · 17K shares
$332.0M · 13K shares
$325.0M · 1K shares
$321.0M · 1K shares
$315.0M · 2K shares
$303.0M · 3K shares
$288.0M · 1K shares
$286.0M · 10K shares
$272.0M · 4K shares
$270.0M · 2K shares
$268.0M · 8K shares
$267.0M · 3K shares
$266.0M · 776 shares
$251.0M · 1K shares
$250.0M · 4K shares
$247.0M · 835 shares
$238.0M · 5K shares
$237.0M · 10K shares
$228.0M · 1K shares
$224.0M · 261 shares
$221.0M · 2K shares
$212.0M · 1K shares
$205.0M · 7K shares
$202.0M · 2K shares
$26.0M · 13K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 73 | $328.7B | 95.7% |
| Unknown | 3 | $5.7B | 1.7% |
| Technology | 5 | $3.6B | 1.0% |
| Consumer Cyclical | 4 | $1.7B | 0.5% |
| Consumer Defensive | 4 | $1.5B | 0.4% |
| Communication Services | 1 | $791.0M | 0.2% |
| Utilities | 1 | $559.0M | 0.2% |
| Energy | 1 | $353.0M | 0.1% |
| Industrials | 1 | $267.0M | 0.1% |
| Healthcare | 1 | $251.0M | 0.1% |
| Basic Materials | 1 | $26.0M | 0.0% |