§ 13F · FUND PROFILE
Investment Planning Advisors, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $318M (13F)Positions · 88Turnover · — · Q1Filed · Apr 23, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$24M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 578K | $44M | 12.2% | +10% |
| 2 | MGC | VANGUARD WORLD FD | 152K | $36M | 9.9% | +12% |
| 3 | VCRB | VANGUARD MALVERN FDS | 365K | $28M | 7.8% | +26% |
| 4 | RWL | INVESCO EXCH TRADED FD TR II | 244K | $28M | 7.7% | +47% |
| 5 | FRDM | EA SERIES TRUST | 470K | $26M | 7.1% | −16% |
| 6 | VXF | VANGUARD INDEX FDS | 119K | $25M | 6.8% | +12% |
| 7 | QQQM | INVESCO EXCH TRADED FD TR II | 98K | $23M | 6.4% | +55% |
| 8 | FBND | FIDELITY MERRIMACK STR TR | 373K | $17M | 4.7% | +1% |
| 9 | SCHF | SCHWAB STRATEGIC TR | 514K | $13M | 3.5% | +61% |
| 10 | FLOT | ISHARES TR | 212K | $11M | 3.0% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE INVESTMENT SIGNAL
AC read
Investment Planning Advisors, Inc. is a Other fund managing $318 million in assets. The fund runs a portfolio of 88 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed