Investment Planning Advisors, Inc.

CIK

2024049

Location

CUMMING, GA

Portfolio Value

Small $431,579,870

Diversification

Diversified

Filing Date

Global Rank

#4,218 / 8,794 ▼ 97 · as of Jun 2026

Top Industry

Asset Management 75.9%

3Y Alpha vs SPY

-5.6%

Period ended 3 months ago

Filed Jul 23, 2026 · 2mo

9 quarters · since Jun 2024

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

77 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

16.7%

+1.8 pts

Top 5

57.0%

+1.4 pts

Top 10

80.9%

+1.9 pts

HHI

848

Diversified+43

Portfolio Trend

9 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	77.9%	$336,012,270	35
Financial Services	18.1%	$78,020,434	11
Technology	1.5%	$6,671,787	10
Consumer Cyclical	0.6%	$2,460,400	4
Consumer Defensive	0.6%	$2,411,962	5
Utilities	0.4%	$1,609,420	3
Communication Services	0.3%	$1,362,651	1
Energy	0.2%	$924,149	2
Industrials	0.2%	$744,414	2
Basic Materials	0.2%	$649,518	2
Healthcare	0.1%	$483,050	1
Real Estate	0.1%	$229,815	1

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
FNDA	Schwab Fundamental U.S. Small Company ETF	+158,825	845,643	$23,407,333
ABI	VictoryShares Pioneer Asset-Based Income ETF	+152,448	176,429	$35,561,034
AAAA	Amplius Aggressive Asset Allocation ETF	+101,729	572,040	$48,799,601
BIV	Vanguard Intermediate-Term Bond ETF	+85,694	208,650	$16,255,921
IVZ	Invesco Ltd.	+81,703	423,900	$71,930,765
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	+37,328	402,406	$31,079,022
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	+35,184	251,973	$14,952,694
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	+25,125	675,576	$58,571,215
AAXJ	iShares MSCI All Country Asia ex Japan ETF	+19,007	279,406	$17,438,911
—		+6,361	125,832	$30,981,096
VB	Vanguard Morningstar Small-Cap ETF	+5,395	11,573	$2,038,935
CGCB	Capital Group Core Bond ETF	+5,331	355,388	$7,983,928
VIG	Vanguard Dividend Appreciation ETF	+5,235	70,293	$7,506,921
CWI	State Street SPDR MSCI ACWI ex-US ETF	+4,138	72,890	$6,244,486
SEPI	Shelton Equity Premium Income ETF	+2,716	92,064	$2,563,982
SO	Southern Co	+2,550	10,123	$968,872
AMZN	Amazon Com Inc	+2,166	4,160	$991,494
NVDA	Nvidia Corp	+1,993	6,240	$1,248,561
WMT	Walmart Inc.	+1,801	9,567	$1,083,558
CGIE	Capital Group International Equity ETF	+1,681	38,689	$1,422,981
ALLW	SSGA Active Trust State Street Bridgewater All Weather ETF	+1,192	11,052	$445,285
MSFT	Microsoft Corp	+1,042	2,884	$1,075,789
AAPL	Apple Inc.	+983	6,808	$1,969,962
XOM	ExxonMobil Holdings Corp	+975	4,645	$635,064
BRK-B	Berkshire Hathaway Inc	+850	2,874	$1,438,120
No positions match the current search.

Trimmed

Positions the filer reduced

15 positions

Ticker	Company	Δ Shares	Shares	Value
FAAA	Fidelity AAA CLO ETF	−362,376	10,666	$485,196
EDV	Vanguard World Funds Extended Duration ETF	−130,447	31,257	$4,914,642
—		−29,610	19,240	$1,213,426
BCLO	iShares BBB-B CLO Active ETF	−5,422	13,080	$684,607
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	−5,410	3,748	$652,355
CGGR	Capital Group Growth ETF	−4,338	66,409	$3,134,504
AGRH	iShares Interest Rate Hedged U.S. Aggregate Bond ETF	−3,601	10,099	$510,807
NAK	Northern Dynasty Minerals Ltd	−1,500	10,440	$20,044
CGUS	Capital Group Core Equity ETF	−1,395	35,231	$1,567,074
UPS	United Parcel Service Inc	−386	2,685	$288,637
CGGE	Capital Group Global Equity ETF	−272	22,204	$782,468
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	−183	9,647	$906,046
MCD	Mcdonalds Corp	−160	1,217	$328,967
CGXU	Capital Group International Focus Equity ETF	−156	14,563	$504,171
ACES	ALPS Clean Energy ETF	−20	9,345	$484,538
No positions match the current search.

New Positions

Positions the filer opened this quarter

12 positions

Ticker	Company	Shares	Value
TSM	Taiwan Semiconductor Manufacturing Co Ltd	998	$476,614
PANW	Palo Alto Networks Inc	1,306	$445,372
CRWD	CrowdStrike Holdings, Inc.	526	$401,411
CEG	Constellation Energy Corp	1,342	$333,312
QCOM	Qualcomm Inc/De	1,740	$321,534
D	Dominion Energy, Inc	4,499	$307,236
—		3,014	$270,807
MA	Mastercard Inc	526	$270,153
ICE	Intercontinental Exchange, Inc.	2,122	$261,239
CB	Chubb Ltd	721	$245,673
AMT	American Tower Corp /Ma/	1,405	$229,815
STT	State Street Corp	3,979	$213,314
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
VIGI	Vanguard International Dividend Appreciation ETF	1,906	$282,278
META	Meta Platforms, Inc.	455	$260,319
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

77 tracked positions · $431,579,870 total · filing declares 118 positions · $431,816,550 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 77 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
IVZ	Invesco Ltd. Financial Services	Added	423,900	+81,703	$71,930,765	+39.9%	16.67%
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	Added	675,576	+25,125	$58,571,215	+19.3%	13.57%
AAAA	Amplius Aggressive Asset Allocation ETF	Added	572,040	+101,729	$48,799,601	+89.9%	11.31%
ABI	VictoryShares Pioneer Asset-Based Income ETF	Added	176,429	+152,448	$35,561,034	+1155.7%	8.24%
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	Added	402,406	+37,328	$31,079,022	+10.0%	7.20%
		Added	125,832	+6,361	$30,981,096	+26.0%	7.18%
FNDA	Schwab Fundamental U.S. Small Company ETF	Added	845,643	+158,825	$23,407,333	+36.3%	5.42%
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Added	279,406	+19,007	$17,438,911	—	4.04%
BIV	Vanguard Intermediate-Term Bond ETF	Added	208,650	+85,694	$16,255,921	+68.6%	3.77%
BBAG	JPMorgan BetaBuilders U.S. Aggregate Bond ETF	Added	251,973	+35,184	$14,952,694	+20.8%	3.46%
CGCB	Capital Group Core Bond ETF	Added	355,388	+5,331	$7,983,928	+1.2%	1.85%
VIG	Vanguard Dividend Appreciation ETF	Added	70,293	+5,235	$7,506,921	+16.5%	1.74%
CWI	State Street SPDR MSCI ACWI ex-US ETF	Added	72,890	+4,138	$6,244,486	+20.0%	1.45%
EDV	Vanguard World Funds Extended Duration ETF	Reduced	31,257	-130,447	$4,914,642	−86.9%	1.14%
FCAL	First Trust California Municipal High income ETF	Added	77,540	+745	$3,982,997	+2.4%	0.92%
OAKG	Oakmark Global Large Cap ETF	Added	122,307	+823	$3,445,388	+2.9%	0.80%
CGGR	Capital Group Growth ETF	Reduced	66,409	-4,338	$3,134,504	+10.2%	0.73%
VEU	Vanguard FTSE All-World Ex-US ETF	Added	18,206	+663	$2,857,431	+17.8%	0.66%
SEPI	Shelton Equity Premium Income ETF	Added	92,064	+2,716	$2,563,982	+14.5%	0.59%
VB	Vanguard Morningstar Small-Cap ETF	Added	11,573	+5,395	$2,038,935	+44.8%	0.47%
GBIL	Goldman Sachs Access Treasury 0-1 Year ETF	Added	36,099	+596	$2,006,021	+12.9%	0.46%
AAPL	Apple Inc. Technology	Added	6,808	+983	$1,969,962	+33.3%	0.46%
CGUS	Capital Group Core Equity ETF	Reduced	35,231	-1,395	$1,567,074	+11.4%	0.36%
DCOR	Dimensional US Core Equity 1 ETF	Added	40,252	+377	$1,482,883	+9.5%	0.34%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	2,874	+850	$1,438,120	+48.3%	0.33%
CGIE	Capital Group International Equity ETF	Added	38,689	+1,681	$1,422,981	+13.7%	0.33%
GOOGL	Alphabet Inc. Communication Services	Added	3,813	+667	$1,362,651	+50.6%	0.32%
WRB	Berkley W R Corp Financial Services	Added	18,403	+1	$1,297,963	+6.4%	0.30%
NVDA	Nvidia Corp Technology	Added	6,240	+1,993	$1,248,561	+68.6%	0.29%
JPM	Jpmorgan Chase & Co Financial Services	Added	3,743	+246	$1,225,196	+19.1%	0.28%
		Reduced	19,240	-29,610	$1,213,426	−80.7%	0.28%
WMT	Walmart Inc. Consumer Defensive	Added	9,567	+1,801	$1,083,558	+12.3%	0.25%
MSFT	Microsoft Corp Technology	Added	2,884	+1,042	$1,075,789	+57.8%	0.25%
AMZN	Amazon Com Inc Consumer Cyclical	Added	4,160	+2,166	$991,494	+138.7%	0.23%
SO	Southern Co Utilities	Added	10,123	+2,550	$968,872	+32.6%	0.22%
ACYN	FT Vest Laddered Autocallable Barrier & Income ETF	Reduced	9,647	-183	$906,046	−0.6%	0.21%
CGGO	Capital Group Global Growth Equity ETF	Added	20,637	+367	$873,564	+29.1%	0.20%
CGGE	Capital Group Global Equity ETF	Reduced	22,204	-272	$782,468	+14.1%	0.18%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,642	+13	$690,625	+14.0%	0.16%
BCLO	iShares BBB-B CLO Active ETF	Reduced	13,080	-5,422	$684,607	−28.7%	0.16%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Reduced	3,748	-5,410	$652,355	−35.2%	0.15%
XOM	ExxonMobil Holdings Corp Energy	Added	4,645	+975	$635,064	+2.0%	0.15%
LIN	Linde PLC Basic Materials	Added	1,213	+366	$629,474	+49.9%	0.15%
AGRH	iShares Interest Rate Hedged U.S. Aggregate Bond ETF	Reduced	10,099	-3,601	$510,807	−26.3%	0.12%
CGXU	Capital Group International Focus Equity ETF	Reduced	14,563	-156	$504,171	+16.2%	0.12%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	523	+135	$489,250	+26.5%	0.11%
FAAA	Fidelity AAA CLO ETF	Reduced	10,666	-362,376	$485,196	−97.1%	0.11%
ACES	ALPS Clean Energy ETF	Reduced	9,345	-20	$484,538	−1.7%	0.11%
JNJ	Johnson & Johnson Healthcare	Added	1,902	+357	$483,050	+27.9%	0.11%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	NEW	998	NEW	$476,614	NEW	0.11%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.