Investment Planning Advisors, Inc. Portfolio Holdings

Investment Planning Advisors, Inc.

  • $286 Million
  • Q4 2025

Investment Planning Advisors, Inc. has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $286 Million distributed in 96 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $41.4M, Vanguard Mega Cap ETF with a value of $33.7M, Ea Ser Tr Freedom 100 Emerging with a value of $26.6M, Vanguard Extended Market ETF with a value of $21.8M, and Invesco Exchange Traded Fd Tr with a value of $18.6M.

Examining the 13F form we can see an increase of $12.5M in the current position value, from $273M to 286M.

Investment Planning Advisors, Inc. is based out at Cumming, GA

Below you can find more details about Investment Planning Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $286 Million
ETFs: $257 Million
Technology: $3.64 Million
Financial Services: $3.28 Million
Consumer Cyclical: $1.61 Million
Consumer Defensive: $1.43 Million
Communication Services: $699,000
Utilities: $581,000
Energy: $346,000
Other: $518,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 96
  • Current Value $286 Million
  • Prior Value $273 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 20, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 11 stocks
  • Additional Purchases 65 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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