Investment Planning Advisors, Inc.
CIK: 0002024049SEC EDGAR →
Portfolio Value
$343.5M
Holdings
95
As of
Q4 2025
New Positions
95
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 524,092 | $42.0M | 12.24% |
| 2 | VANGUARD WORLD FD | 136,254 | $34.2M | 9.96% |
| 3 | EA SERIES TRUST | 559,024 | $28.7M | 8.34% |
| 4 | VANGUARD MALVERN FDS | 290,665 | $22.6M | 6.59% |
| 5 | VANGUARD INDEX FDS | 106,880 | $22.4M | 6.51% |
| 6 | INVESCO EXCH TRADED FD TR II | 165,859 | $19.0M | 5.53% |
| 7 | FIDELITY MERRIMACK STR TR | 369,716 | $17.0M | 4.96% |
| 8 | INVESCO EXCH TRADED FD TR II | 63,654 | $16.1M | 4.69% |
| 9 | INVESCO EXCHANGE TRADED FD T | 81,047 | $15.5M | 4.52% |
| 10 | CAPITAL GROUP CORE EQUITY ET | 355,027 | $14.3M | 4.16% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (95)
$42.0M · 524K shares
$34.2M · 136K shares
$28.7M · 559K shares
$22.6M · 291K shares
$22.4M · 107K shares
$19.0M · 166K shares
$17.0M · 370K shares
$16.1M · 64K shares
$15.5M · 81K shares
$14.3M · 355K shares
$12.1M · 228K shares
$8.5M · 108K shares
$7.7M · 318K shares
$7.5M · 333K shares
$4.8M · 64K shares
$4.0M · 48K shares
$3.8M · 75K shares
$3.2M · 42K shares
$3.2M · 73K shares
$3.2M · 113K shares
$2.9M · 58K shares
$2.4M · 17K shares
$2.1M · 82K shares
$1.9M · 72K shares
$1.7M · 35K shares
$1.7M · 2K shares
$1.6M · 30K shares
$1.6M · 4K shares
$1.6M · 15K shares
$1.4M · 5K shares
$1.3M · 37K shares
$1.3M · 18K shares
$1.3M · 39K shares
$1.2M · 6K shares
$1.1M · 2K shares
$1.0M · 9K shares
$947K · 19K shares
$930K · 3K shares
$926K · 20K shares
$910K · 10K shares
$891K · 3K shares
$824K · 31K shares
$791K · 3K shares
$777K · 7K shares
$754K · 2K shares
$696K · 7K shares
$692K · 12K shares
$688K · 20K shares
$682K · 14K shares
$669K · 4K shares
$632K · 1K shares
$628K · 20K shares
$622K · 11K shares
$607K · 3K shares
$582K · 12K shares
$559K · 6K shares
$537K · 9K shares
$537K · 2K shares
$502K · 18K shares
$494K · 21K shares
$482K · 16K shares
$458K · 2K shares
$445K · 8K shares
$432K · 15K shares
$431K · 9K shares
$411K · 3K shares
$410K · 2K shares
$382K · 9K shares
$382K · 6K shares
$353K · 3K shares
$340K · 17K shares
$332K · 13K shares
$325K · 1K shares
$321K · 1K shares
$315K · 2K shares
$303K · 3K shares
$288K · 1K shares
$286K · 10K shares
$272K · 4K shares
$270K · 2K shares
$268K · 8K shares
$267K · 3K shares
$266K · 776 shares
$251K · 1K shares
$250K · 4K shares
$247K · 835 shares
$238K · 5K shares
$237K · 10K shares
$228K · 1K shares
$224K · 261 shares
$221K · 2K shares
$212K · 1K shares
$205K · 7K shares
$202K · 2K shares
$26K · 13K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 73 | $328.7M | 95.7% |
| Unknown | 3 | $5.7M | 1.7% |
| Technology | 5 | $3.6M | 1.0% |
| Consumer Cyclical | 4 | $1.7M | 0.5% |
| Consumer Defensive | 4 | $1.5M | 0.4% |
| Communication Services | 1 | $791K | 0.2% |
| Utilities | 1 | $559K | 0.2% |
| Energy | 1 | $353K | 0.1% |
| Industrials | 1 | $267K | 0.1% |
| Healthcare | 1 | $251K | 0.1% |
| Basic Materials | 1 | $26K | 0.0% |