Investment Planning Advisors, Inc.
CIK 0002024049 · CUMMING, GA · Quarter end: 2026-06-30 · Filed on: 2026-07-23 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$431.8M
2026 Q2
Positions
117
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
70.6%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
SPYM
SPDR SERIES TRUST
12.3%
RWL
INVESCO EXCH TRADED FD TR II
9.5%
RSP
INVESCO EXCHANGE TRADED FD T
7.9%
VCRB
VANGUARD MALVERN FDS
7.2%
VXF
VANGUARD INDEX FDS
7.2%
QQQM
INVESCO EXCH TRADED FD TR II
7.1%
FRDM
EA SERIES TRUST
6.9%
BOXX
EA SERIES TRUST
4.4%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.