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Investment Planning Advisors, Inc.
Period ended Sep 30, 2026 · Latest filing Oct 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $443,059,572
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- SPDR SERIES TRUST · ST STR P500ETF · 78464A854 · shares: $56,585,009
- INVESCO EXCH TRADED FD TR II · S&P 500 REVENUE · 46138G698 · shares: $43,232,978
- VANGUARD MALVERN FDS · CORE BD ETF · 922020748 · shares: $36,951,566
- INVESCO EXCHANGE TRADED FD T · S&P500 EQL WGT · 46137V357 · shares: $34,744,211
- VANGUARD INDEX FDS · EXTEND MKT ETF · 922908652 · shares: $30,424,896
- SPDR SERIES TRUST · STATE STREET SPD · 78468R390 · shares: $30,165,804
- SCHWAB STRATEGIC TR · INTL EQTY ETF · 808524805 · shares: $26,190,746
- EA SERIES TRUST · ALPHA ARCH 1-3 · 02072L565 · shares: $23,362,260
- EA SERIES TRUST · FREEDOM 100 EM · 02072L607 · shares: $22,233,285
- VANGUARD BD INDEX FDS · SHORT TRM BOND · 921937827 · shares: $16,877,605
Reported holdings
117 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 | — | 9,992 shares | $314,448 |
| CHUBB LIMITED | COM | H1467J104 | — | 954 shares | $310,290 |
| FIRST TR EXCHANGE-TRADED FD | NASDAQ CYB ETF | 33734X846 | — | 3,001 shares | $309,322 |
| NEXTERA ENERGY INC | COM | 65339F101 | — | 3,939 shares | $298,332 |
| CAPITAL GRP FIXED INCM ETF T | US MULTI-SECTOR | 14020Y300 | — | 10,779 shares | $282,733 |
| SPDR SERIES TRUST | ST STR AGGRE ETF | 78464A649 | — | 11,458 shares | $279,117 |
| AMERICAN TOWER CORP | COM | 03027X100 | — | 1,636 shares | $267,847 |
| SCHWAB STRATEGIC TR | US SML CAP ETF | 808524607 | — | 7,637 shares | $249,201 |
| SELECT SECTOR SPDR TR | ST STR CARE ETF | 81369Y209 | — | 1,468 shares | $247,192 |
| UNITED PARCEL SVCS INC | CL B | 911312106 | — | 2,592 shares | $242,191 |
| SELECT SECTOR SPDR TR | ST STR DISCR ETF | 81369Y407 | — | 2,145 shares | $233,462 |
| SPDR SERIES TRUST | ST STR R1K LOWV | 78468R804 | — | 1,300 shares | $226,603 |
| SPDR SERIES TRUST | ST STR NUVEE ETF | 78468R721 | — | 5,240 shares | $224,115 |
| ISHARES TR | US AER DEF ETF | 464288760 | — | 1,055 shares | $218,507 |
| VANGUARD INDEX FDS | MRNGSTR VAL ETF | 922908744 | — | 963 shares | $208,170 |
| QUANTUM EMOTION CORP | COM | 74767K103 | — | 48,058 shares | $71,126 |
| NORTHERN DYNASTY MINERALS LT | COM NEW | 66510M204 | — | 10,440 shares | $14,303 |