Investment Planning Advisors, Inc. Incresed Positions in Q4 2025

Investment Planning Advisors, Inc.

  • $286 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
RSP
Invesco S&P 500 Equal Weight E

ETFs
76.5K
+ 1669.2%
$185.12 - $192.11 $14.2M - $14.7M
81K $15.2M
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
55K
+ 10.91%
$43.89 - $49.2 $2.41M - $2.7M
559K $26.6M
CGCP
Capital Group Core Plus Income

ETFs
105K
+ 45.86%
$22.64 - $22.98 $2.37M - $2.4M
333K $7.54M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
34.9K
+ 12.32%
$23.02 - $24.23 $804K - $846K
318K $7.62M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
6.95K
+ 1.34%
$76.84 - $80.86 $534K - $562K
524K $41.4M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
14.9K
+ 4.2%
$46.2 - $46.85 $689K - $698K
370K $17.1M
RWL
Invesco Exchange Traded Fd Tr

ETFs
4.09K
+ 2.53%
$108.48 - $113.54 $443K - $464K
166K $18.6M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
6.85K
+ 6.78%
$78.65 - $79.19 $539K - $543K
108K $8.5M
CGUS
Capital Group Core Equity ETF
10.2K
+ 2.96%
$38.81 - $40.67 $396K - $415K
355K $14.1M
FMB
First Tr Exchange Traded Fd Ii

ETFs
7.81K
+ 11.61%
$50.75 - $51.37 $396K - $401K
75.1K $3.84M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
6.14K
+ 11.87%
$50.33 - $50.81 $309K - $312K
57.9K $2.93M
ICSH
Blackrock Ultra Short Term Bon

ETFs
4.78K
+ 54.82%
$50.56 - $50.76 $242K - $243K
13.5K $683K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
2.45K
+ 5.34%
$78.97 - $83.03 $193K - $203K
48.3K $3.92M
GOOGL
Alphabet Inc.

Communication Services
375
+ 17.41%
$236.57 - $291.31 $88.7K - $109K
2.53K $699K
AAPL
Apple Inc.

Technology
398
+ 8.39%
$245.27 - $275.25 $97.6K - $110K
5.14K $1.38M
VT
Vanguard Total World Stk Index

ETFs
929
+ 5.7%
$135.16 - $141.78 $126K - $132K
17.2K $2.4M
TSLA
Tesla, Inc.

Consumer Cyclical
452
+ 36.9%
$401.99 - $468.37 $182K - $212K
1.68K $685K
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
1.27K
+ 3.1%
$73.54 - $77.36 $93.5K - $98.3K
42.3K $3.21M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
243
+ 23.94%
$475.68 - $513.11 $116K - $125K
1.26K $640K
MUB
Ishares National Muni Bond ETF

ETFs
968
+ 7.13%
$106.36 - $107.61 $103K - $104K
14.6K $1.56M
XLV
Select Sector Spdr Fund Health

ETFs
331
+ 14.23%
$141.95 - $152.82 $47K - $50.6K
2.66K $403K
DFAX
Dimensional ETF Tr
1.36K
+ 3.63%
$30.71 - $32.34 $41.9K - $44.1K
39K $1.25M
IVV
Ishares Core S&P 500 ETF

ETFs
76
+ 3.22%
$656.2 - $690.71 $49.9K - $52.5K
2.44K $1.65M
JPM
Jpmorgan Chase & CO

Financial Services
325
+ 12.69%
$294.11 - $320.41 $95.6K - $104K
2.89K $867K
MCD
Mcdonalds Corp

Consumer Cyclical
191
+ 21.85%
$293.81 - $310.11 $56.1K - $59.2K
1.07K $324K
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
3.61K
+ 26.64%
$20.69 - $22.36 $74.6K - $80.6K
17.1K $354K
DGRO
Ishares Core Dividend Growth E

ETFs
609
+ 12.41%
$66.93 - $69.17 $40.8K - $42.1K
5.52K $377K
WMT
Walmart Inc.

Consumer Defensive
412
+ 6.27%
$101.18 - $109.03 $41.7K - $44.9K
6.98K $718K
VB
Vanguard Small Cap ETF

ETFs
169
+ 11.89%
$248.1 - $260.08 $41.9K - $44K
1.59K $397K
KO
Coca Cola CO

Consumer Defensive
243
+ 7.28%
$66.1 - $71.61 $16.1K - $17.4K
3.58K $252K
MSFT
Microsoft Corp

Technology
104
+ 4.73%
$496.82 - $542.07 $51.7K - $56.4K
2.3K $1.17M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
1.14K
+ 9.63%
$25.75 - $26.12 $29.3K - $29.7K
12.9K $333K
VO
Vanguard Mid Cap ETF

ETFs
144
+ 8.42%
$286.27 - $296.23 $41.2K - $42.7K
1.85K $531K
XOM
Exxon Mobil Corp

Energy
118
+ 4.18%
$110.64 - $119.78 $13.1K - $14.1K
2.94K $346K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
392
+ 4.46%
$44.68 - $47.47 $17.5K - $18.6K
9.19K $431K
FTCS
First Trust Capital Strength E

ETFs
406
+ 4.3%
$90.55 - $93.84 $36.8K - $38.1K
9.85K $902K
NVDA
Nvidia Corp

Technology
94
+ 2.97%
$179.83 - $207.04 $16.9K - $19.5K
3.26K $608K
CGGR
Capital Group Growth ETF Shs C

ETFs
1.71K
+ 2.4%
$43.04 - $45.68 $73.5K - $78K
72.9K $3.14M
VPU
Vanguard Utilities ETF

ETFs
16
+ 0.44%
$190.8 - $202.04 $3.05K - $3.23K
3.62K $696K
IBM
International Business Machines Corp

Technology
1
+ 0.12%
$275.97 - $314.98 $276 - $315
835 $248K
TLT
Ishares Barclays 20+ Year Trea

ETFs
151
+ 4.53%
$88.67 - $92.06 $13.4K - $13.9K
3.49K $309K
CGGO
Capital Group Global Growth Eq

ETFs
295
+ 1.51%
$33.63 - $35.51 $9.92K - $10.5K
19.9K $679K
SCHX
Schwab Strategic Tr Us Large C

ETFs
58
+ 0.19%
$25.85 - $27.19 $1.5K - $1.58K
30.6K $813K
SRLN
Ssga Active Trust

ETFs
226
+ 2.5%
$41.05 - $41.54 $9.28K - $9.39K
9.26K $382K
VTI
Vanguard Total Stock Market Et

ETFs
6
+ 0.23%
$321.8 - $337.95 $1.93K - $2.03K
2.66K $877K
CSB
Victory Portf Ii Shs Us Small

ETFs
222
+ 3.01%
$56.45 - $59.2 $12.5K - $13.1K
7.6K $438K
SO
Southern CO

Utilities
295
+ 4.82%
$90.58 - $99.72 $26.7K - $29.4K
6.42K $581K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
100
+ 0.97%
$26.44 - $27.53 $2.64K - $2.75K
10.5K $284K
SCHO
Schwab Short Term Us Treasury

ETFs
88
+ 0.91%
$24.31 - $24.46 $2.14K - $2.15K
9.75K $237K
Activity Summary
Buys All Purchases 76 New Holdings 11 Increased Positions 65 Sells All Sells 17 Reductions 17 Sold out 0 Options Calls 0 Puts 0
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