13F-HR filed by Investment Planning Advisors, Inc.
Investment Planning Advisors, Inc. filed this 13F-HR for the quarter ended 2026-09-30, accepted by EDGAR 2026-10-14 14:46:15 UTC, with 116 holding rows worth $443,059,572.
- Accession
- 0002024049-26-000005
- Filer
- CIK 2024049
- Filed
- 2026-10-14
- Accepted by EDGAR
- Ingested
- Source
- EDGAR live feed
13F report for Q3 2026
A holdings report, 117 entries on the cover page, a total value of $443,059,572 stated on the cover page (in dollars after the unit check, H1), rows summing to $443,059,572 with VALUE read as dollars as filed, 13F file number 028-24228. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | 78464A854 | SHS | 630,403 | $56,585,009 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138G698 | S&P 500 REVENUE | 335,973 | $43,232,978 | dollars as filed | |
| Vanguard Core Bond ETF | 922020748 | SHS | 501,923 | $36,951,566 | dollars as filed | |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 167,023 | $34,744,211 | dollars as filed | |
| Vanguard Extended Market ETF | 922908652 | SHS | 131,351 | $30,424,896 | dollars as filed | |
| SPDR SERIES TRUST | 78468R390 | STATE STREET SPD | 1,203,743 | $30,165,804 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524805 | INTL EQTY ETF | 953,431 | $26,190,746 | dollars as filed | |
| EA SERIES TRUST | 02072L565 | ALPHA ARCH 1-3 | 197,333 | $23,362,260 | dollars as filed | |
| EA SERIES TRUST | 02072L607 | FREEDOM 100 EM | 317,800 | $22,233,285 | dollars as filed | |
| Vanguard Short-Term Bond ETF | 921937827 | SHS | 220,911 | $16,877,605 | dollars as filed | |
| iShares Floating Rate Bond ETF | 46429B655 | SHS | 257,539 | $13,147,386 | dollars as filed | |
| CAPITAL GRP FIXED INCM ETF T | 14020Y102 | CORE PLUS INCM | 324,623 | $6,872,269 | dollars as filed | |
| SPDR INDEX SHS FDS | 78463X475 | ST STR MSCI GLB | 76,774 | $6,640,971 | dollars as filed | |
| Vanguard Real Estate | 922908553 | SHS | 70,419 | $6,311,673 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46654Q781 | EQUITY FOCUS ETF | 63,239 | $5,139,578 | dollars as filed | |
| SPDR Portfolio S&P 1500 Composite Stock Market ETF | 78464A805 | SHS | 49,915 | $4,594,632 | dollars as filed | |
| HARRIS OAKMARK ETF TRUST | 41456U106 | OAKMARK U S LRG | 112,311 | $3,297,451 | dollars as filed | |
| CAPITAL GROUP GROWTH ETF | 14020G101 | SHS CREAT UNIT | 64,811 | $3,073,986 | dollars as filed | |
| Vanguard Total World Stock ETF | 922042742 | SHS | 18,449 | $2,912,111 | dollars as filed | |
| SCM TR | 78410K667 | MF Closed and MF Open | 88,499 | $2,542,576 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q837 | ULTRA SHRT ETF | 48,183 | $2,426,998 | dollars as filed | |
| Apple Inc | 037833100 | COM | 7,201 | $2,398,227 | dollars as filed | |
| GOLDMAN SACHS ETF TR | 38149W622 | S&P 500 PREMIUM | 35,993 | $2,009,489 | dollars as filed | |
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 2,548 | $1,951,173 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138G649 | COM | 5,794 | $1,765,009 | dollars as filed | |
| Vanguard Mega Cap Growth ETF | 921910816 | SHS | 18,852 | $1,746,601 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 3,487 | $1,736,183 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 3,155 | $1,618,142 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 7,029 | $1,605,325 | dollars as filed | |
| CAPITAL GROUP CORE EQUITY ET | 14020V108 | SHS CREAT UNIT | 35,135 | $1,563,521 | dollars as filed | |
| MGC | 921910873 | COM | 5,454 | $1,539,847 | dollars as filed | |
| DIMENSIONAL ETF TRUST | 25434V880 | WORLD EX US CORE | 40,480 | $1,498,562 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 4,243 | $1,460,094 | dollars as filed | |
| CAPITAL GROUP INTERNATIONAL | 14021M107 | SHS | 36,186 | $1,328,207 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 3,980 | $1,316,701 | dollars as filed | |
| BERKLEY W R CORP COM | 084423102 | Stock | 18,653 | $1,259,793 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 4,783 | $1,191,616 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 4,990 | $1,164,123 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 10,760 | $1,118,130 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V431 | S&P 500 GARP ETF | 8,721 | $1,036,251 | dollars as filed | |
| Schwab U.S. Large-Cap ETF | 808524201 | SHS | 33,789 | $1,013,672 | dollars as filed | |
| VTI | 922908769 | COM | 2,599 | $972,523 | dollars as filed | |
| Southern Company | 842587107 | COM | 11,465 | $950,359 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33733E104 | CAP STRENGTH ETF | 9,675 | $908,033 | dollars as filed | |
| ISHARES TR | 464288414 | NATIONAL MUN ETF | 8,733 | $882,890 | dollars as filed | |
| CAPITAL GROUP GBL GROWTH EQT | 14020X104 | SHS CREAT UNIT | 21,853 | $869,315 | dollars as filed | |
| EXXON MOBIL CORP | 30233Q108 | COM | 5,178 | $842,709 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46654Q203 | NASDAQ EQT PREM | 13,024 | $797,850 | dollars as filed | |
| JPMORGAN INCOME ETF | 46641Q159 | ETF | 17,426 | $782,231 | dollars as filed | |
| CAPITAL GROUP GLOBAL EQUITY | 14020R107 | SHS | 22,204 | $772,937 | dollars as filed | |
| VANGUARD HEALTH CARE ETF | 92204A504 | ETF | 2,402 | $759,233 | dollars as filed | |
| SPDR Portfolio S&P 400 Mid Cap ETF | 78464A847 | SHS | 11,318 | $713,507 | dollars as filed | |
| Linde plc | G54950103 | COM | 1,495 | $709,776 | dollars as filed | |
| SPDR Portfolio S&P 600 Small Cap ETF | 78468R853 | SHS | 13,255 | $700,682 | dollars as filed | |
| BlackRock Flexible Income ETF | 092528603 | SHS | 12,852 | $652,754 | dollars as filed | |
| Vanguard Utilities ETF | 92204A876 | SHS | 3,795 | $648,999 | dollars as filed | |
| VANGUARD WORLD FD | 92204A603 | INDUSTRIAL ETF | 1,978 | $634,020 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 1,690 | $599,755 | dollars as filed | |
| ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | 464288158 | ETF | 5,721 | $598,036 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 1,642 | $590,156 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 641 | $583,462 | dollars as filed | |
| Vanguard Mid-Cap ETF | 922908629 | SHS | 7,402 | $580,426 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 1,267 | $577,993 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 2,155 | $570,387 | dollars as filed | |
| CROWDSTRIKE HLDGS INC | 22788C105 | COM | 1,997 | $528,799 | dollars as filed | |
| VICTORY PORTFOLIOS II | 92647N873 | VCSHS US SMCP HG | 8,060 | $495,769 | dollars as filed | |
| iShares Core Dividend Growth ETF | 46434V621 | SHS | 6,567 | $495,094 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 1,237 | $491,596 | dollars as filed | |
| BlackRock Ultra Short-Term Bond ETF | 46434V878 | SHS | 9,678 | $487,771 | dollars as filed | |
| Vanguard Small-Cap ETF | 922908751 | SHS | 1,688 | $480,115 | dollars as filed | |
| ISHARES TR | 464288687 | COM | 16,164 | $476,838 | dollars as filed | |
| ALPS ETF TR | 00162Q452 | ALERIAN MLP | 9,176 | $475,959 | dollars as filed | |
| CAPITAL GROUP INTL FOCUS EQT | 14019W109 | SHS CREAT UNIT | 13,138 | $450,502 | dollars as filed | |
| ISHARES MSCI USA QUALITY FACTOR ETF | 46432F339 | ETF | 2,021 | $449,169 | dollars as filed | |
| SSGA ACTIVE ETF TR | 78467V608 | BLACKSTONE SENR | 11,110 | $448,733 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 2,179 | $445,030 | dollars as filed | |
| Schwab U.S. Large-Cap Growth ETF | 808524300 | SHS | 12,294 | $441,722 | dollars as filed | |
| CONSTELLATION ENERGY CORP COM | 21037T109 | Stock | 1,717 | $436,127 | dollars as filed | |
| Caterpillar Inc. | 149123101 | COM | 526 | $426,824 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524839 | US AGGREGATE B | 18,646 | $412,077 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 586 | $410,585 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 1,413 | $402,107 | dollars as filed | |
| FIDELITY MERRIMACK STR TR | 316188309 | TOTAL BD ETF | 9,194 | $398,120 | dollars as filed | |
| ISHARES TR | 464287440 | 7-10 YR TRSY BD | 4,421 | $394,842 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 2,678 | $389,082 | dollars as filed | |
| Intercontinental Exchange,Inc. | 45866F104 | COM | 2,551 | $387,855 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 2,080 | $382,860 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 685 | $377,511 | dollars as filed | |
| Progressive Corporation | 743315103 | COM | 1,784 | $369,824 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 4,240 | $364,986 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y704 | INDL | 2,149 | $358,840 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 2,517 | $345,522 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46654Q724 | HEDGED EQUITY LA | 4,888 | $338,092 | dollars as filed | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 1,722 | $337,002 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46641Q761 | US QUALTY FCTR | 4,530 | $334,329 | dollars as filed | |
| FIRST TR EXCH TRADED FD III | 33739N108 | MANAGD MUN ETF | 6,831 | $326,913 | dollars as filed | |
| COHEN & STEERS REIT AND PREFER | 19247X100 | COM | 17,188 | $320,556 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 2,515 | $318,750 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 1,368 | $316,022 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524771 | FUNDAMENTAL US L | 9,992 | $314,448 | dollars as filed | |
| Chubb Limited | H1467J104 | COM | 954 | $310,290 | dollars as filed | |
| FIRST TR EXCHANGE TRADED FD | 33734X846 | NASDAQ CYB ETF | 3,001 | $309,322 | dollars as filed | |
| NextEra Energy,Inc. | 65339F101 | COM | 3,939 | $298,332 | dollars as filed | |
| CAPITAL GRP FIXED INCM ETF T | 14020Y300 | US MULTI-SECTOR | 10,779 | $282,733 | dollars as filed | |
| SPDR SERIES TRUST | 78464A649 | ST STR AGGRE ETF | 11,458 | $279,117 | dollars as filed | |
| American Tower Corporation | 03027X100 | COM | 1,636 | $267,847 | dollars as filed | |
| Schwab U.S. Small-Cap ETF | 808524607 | SHS | 7,637 | $249,201 | dollars as filed | |
| Health Care Select Sector SPDR Fund | 81369Y209 | SHS | 1,468 | $247,192 | dollars as filed | |
| United Parcel Service,Inc. Class B | 911312106 | COM | 2,592 | $242,191 | dollars as filed | |
| SELECT SECTOR SPDR TR | 81369Y407 | SBI CONS DISCR | 2,145 | $233,462 | dollars as filed | |
| SPDR SERIES TRUST | 78468R804 | ST STR R1K LOWV | 1,300 | $226,603 | dollars as filed | |
| SPDR SER TR | 78468R721 | NUVEEN BLMBRG MU | 5,240 | $224,115 | dollars as filed | |
| iShares U.S. Aerospace & Defense ETF | 464288760 | SHS | 1,055 | $218,507 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 963 | $208,170 | dollars as filed | |
| QUANTUM EMOTION CORP | 74767K103 | COM | 48,058 | $71,126 | dollars as filed | |
| NORTHERN DYNASTY MINERALS LTD COM NEW | 66510M204 | Stock | 10,440 | $14,303 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002024049-26-000005 | this filing | 2026-10-14 |