§ 13F · FUND PROFILE
Investment Planning Advisors, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $283.0T (13F)Positions · 79Turnover · — · Q4Filed · Jan 20, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$7.4T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | 524K | $42.0T | 12.2% | +1% |
| 2 | MGC | VANGUARD WORLD FD | 136K | $34.2T | 10.0% | ±0% |
| 3 | FRDM | EA SERIES TRUST | 559K | $28.7T | 8.3% | +11% |
| 4 | VCRB | VANGUARD MALVERN FDS | 291K | $22.6T | 6.6% | +6% |
| 5 | VXF | VANGUARD INDEX FDS | 107K | $22.4T | 6.5% | −35% |
| 6 | RWL | INVESCO EXCH TRADED FD TR II | 166K | $19.0T | 5.5% | +3% |
| 7 | FBND | FIDELITY MERRIMACK STR TR | 370K | $17.0T | 5.0% | +4% |
| 8 | QQQM | INVESCO EXCH TRADED FD TR II | 64K | $16.1T | 4.7% | −12% |
| 9 | RSP | INVESCO EXCHANGE TRADED FD T | 81K | $15.5T | 4.5% | — |
| 10 | CGUS | CAPITAL GROUP CORE EQUITY ET | 355K | $14.3T | 4.2% | +3% |
§ 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 $282973.9 trillion in assets. The fund runs a portfolio of 79 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed