Investment Planning Advisors, Inc.

CIK

2024049

Location

CUMMING, GA

Portfolio Value

Micro $23,122,462

Diversification

Diversified

Filing Date

Global Rank

#3,696 / 4,286 ▲ 3955

Top Industry

Software - Infrastructure 9.1%

3Y Alpha vs SPY

-4.9%

Period ended 38 days ago

Filed Jul 23, 2026 · 15d

9 quarters · since Jun 2024

Clone Performance

Aug 2024–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+30.8%

SPY

+44.7%

Annualised alpha

-6.0%

Max drawdown

−15.6%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 8 quarters. Past performance does not predict future results.

Portfolio Concentration

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

Top Position

8.5%

−1.0 pts

Top 5

31.6%

−4.9 pts

Top 10

54.8%

−5.5 pts

HHI

395

Diversified−82

Portfolio Trend

9 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	27.6%	$6,370,728	10
Financial Services	25.4%	$5,876,355	9
Consumer Cyclical	10.6%	$2,460,400	4
Consumer Defensive	10.4%	$2,411,962	5
Utilities	7.0%	$1,609,420	3
Communication Services	5.9%	$1,362,651	1
Energy	4.0%	$924,149	2
Industrials	3.2%	$744,414	2
Basic Materials	2.8%	$649,518	2
Healthcare	2.1%	$483,050	1
Real Estate	1.0%	$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
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
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
V	Visa Inc.	+697	1,371	$470,376
GOOGL	Alphabet Inc.	+667	3,813	$1,362,651
ORCL	Oracle Corp	+654	2,331	$341,608
PEP	Pepsico Inc	+446	1,857	$251,437
LIN	Linde PLC	+366	1,213	$629,474
JNJ	Johnson & Johnson	+357	1,902	$483,050
CVX	Chevron Corp	+332	1,744	$289,085
PG	PROCTER & GAMBLE Co	+321	2,036	$298,559
JPM	Jpmorgan Chase & Co	+246	3,743	$1,225,196
HD	Home Depot, Inc.	+243	1,274	$449,314
PGR	Progressive Corp/Oh/	+230	1,463	$319,592
COST	Costco Wholesale Corp /New	+135	523	$489,250
RNP	Cohen & Steers REIT & Preferred & Income Fund Inc	+131	17,145	$348,043
CAT	Caterpillar Inc	+82	428	$455,777
KO	Coca Cola Co	+79	3,558	$289,158
IBM	International Business Machines Corp	+13	857	$240,996
TSLA	Tesla, Inc.	+13	1,642	$690,625
No positions match the current search.

Trimmed

Positions the filer reduced

3 positions

Ticker	Company	Δ Shares	Shares	Value
NAK	Northern Dynasty Minerals Ltd	−1,500	10,440	$20,044
UPS	United Parcel Service Inc	−386	2,685	$288,637
MCD	Mcdonalds Corp	−160	1,217	$328,967
No positions match the current search.

New Positions

Positions the filer opened this quarter

10 positions

Ticker	Company	Shares	Value
TSM	Taiwan Semiconductor Manufacturing Co Ltd	998	$476,614
PANW	Palo Alto Networks Inc	1,306	$445,372
CEG	Constellation Energy Corp	1,342	$333,312
QCOM	Qualcomm Inc/De	1,740	$321,534
D	Dominion Energy, Inc	4,499	$307,236
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
CRWD	CrowdStrike Holdings, Inc.	526	$100,352
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
META	Meta Platforms, Inc.	455	$260,319
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

40 tracked positions · $23,122,462 total · as of Jun 30, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	6,808	+983	$1,969,962	+33.3%	8.52%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	2,874	+850	$1,438,120	+48.3%	6.22%
GOOGL	Alphabet Inc. Communication Services	Added	3,813	+667	$1,362,651	+50.6%	5.89%
WRB	Berkley W R Corp Financial Services	Added	18,403	+1	$1,297,963	+6.4%	5.61%
NVDA	Nvidia Corp Technology	Added	6,240	+1,993	$1,248,561	+68.6%	5.40%
JPM	Jpmorgan Chase & Co Financial Services	Added	3,743	+246	$1,225,196	+19.1%	5.30%
WMT	Walmart Inc. Consumer Defensive	Added	9,567	+1,801	$1,083,558	+12.3%	4.69%
MSFT	Microsoft Corp Technology	Added	2,884	+1,042	$1,075,789	+57.8%	4.65%
AMZN	Amazon Com Inc Consumer Cyclical	Added	4,160	+2,166	$991,494	+138.7%	4.29%
SO	Southern Co Utilities	Added	10,123	+2,550	$968,872	+32.6%	4.19%
TSLA	Tesla, Inc. Consumer Cyclical	Added	1,642	+13	$690,625	+14.0%	2.99%
XOM	ExxonMobil Holdings Corp Energy	Added	4,645	+975	$635,064	+2.0%	2.75%
LIN	Linde PLC Basic Materials	Added	1,213	+366	$629,474	+49.9%	2.72%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	523	+135	$489,250	+26.5%	2.12%
JNJ	Johnson & Johnson Healthcare	Added	1,902	+357	$483,050	+27.9%	2.09%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	NEW	998	NEW	$476,614	NEW	2.06%
V	Visa Inc. Financial Services	Added	1,371	+697	$470,376	+130.9%	2.03%
CAT	Caterpillar Inc Industrials	Added	428	+82	$455,777	+85.9%	1.97%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,274	+243	$449,314	+32.5%	1.94%
PANW	Palo Alto Networks Inc Technology	NEW	1,306	NEW	$445,372	NEW	1.93%
RNP	Cohen & Steers REIT & Preferred & Income Fund Inc Financial Services	Added	17,145	+131	$348,043	+3.5%	1.51%
ORCL	Oracle Corp Technology	Added	2,331	+654	$341,608	+38.5%	1.48%
CEG	Constellation Energy Corp Utilities	NEW	1,342	NEW	$333,312	NEW	1.44%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	1,217	-160	$328,967	−23.1%	1.42%
QCOM	Qualcomm Inc/De Technology	NEW	1,740	NEW	$321,534	NEW	1.39%
PGR	Progressive Corp/Oh/ Financial Services	Added	1,463	+230	$319,592	+30.8%	1.38%
D	Dominion Energy, Inc Utilities	NEW	4,499	NEW	$307,236	NEW	1.33%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	2,036	+321	$298,559	+20.5%	1.29%
KO	Coca Cola Co Consumer Defensive	Added	3,558	+79	$289,158	+9.3%	1.25%
CVX	Chevron Corp Energy	Added	1,744	+332	$289,085	−1.0%	1.25%
UPS	United Parcel Service Inc Industrials	Reduced	2,685	-386	$288,637	−4.5%	1.25%
MA	Mastercard Inc Financial Services	NEW	526	NEW	$270,153	NEW	1.17%
ICE	Intercontinental Exchange, Inc. Financial Services	NEW	2,122	NEW	$261,239	NEW	1.13%
PEP	Pepsico Inc Consumer Defensive	Added	1,857	+446	$251,437	+14.8%	1.09%
CB	Chubb Ltd Financial Services	NEW	721	NEW	$245,673	NEW	1.06%
IBM	International Business Machines Corp Technology	Added	857	+13	$240,996	+17.8%	1.04%
AMT	American Tower Corp /Ma/ Real Estate	NEW	1,405	NEW	$229,815	NEW	0.99%
QNC	Quantum eMotion Corp Technology	Held	48,058	0	$149,940	+36.2%	0.65%
CRWD	CrowdStrike Holdings, Inc. Technology	NEW	526	NEW	$100,352	NEW	0.43%
NAK	Northern Dynasty Minerals Ltd Basic Materials	Reduced	10,440	-1,500	$20,044	+19.9%	0.09%

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.