§ 13F · FUND PROFILE
Investment Planning Advisors, Inc..
AUM · $432M (13F)Positions · 118Turnover · n/a · Q2Filed · Jul 23, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$23M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 23, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 605K | $53M | 12.3% | +5% |
| 2 | RWL | INVESCO EXCH TRADED FD TR II | 322K | $41M | 9.5% | +32% |
| 3 | RSP | INVESCO EXCHANGE TRADED FD T | 160K | $34M | 7.9% | +2119% |
| 4 | VCRB | VANGUARD MALVERN FDS | 402K | $31M | 7.2% | +10% |
| 5 | VXF | VANGUARD INDEX FDS | 126K | $31M | 7.2% | +5% |
| 6 | QQQM | INVESCO EXCH TRADED FD TR II | 101K | $31M | 7.1% | +3% |
| 7 | FRDM | EA SERIES TRUST | 411K | $30M | 6.9% | −13% |
| 8 | BOXX | EA SERIES TRUST | 161K | $19M | 4.4% | NEW |
| 9 | SCHF | SCHWAB STRATEGIC TR | 672K | $19M | 4.3% | +31% |
| 10 | BSV | VANGUARD BD INDEX FDS | 209K | $16M | 3.8% | +70% |
§ 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 $432 million in assets. The fund runs a portfolio of 118 positions.
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