Investment Planning Advisors, Inc.

CIK

2024049

Location

CUMMING, GA

Portfolio Value

Micro $15,508,126

Diversification

Diversified

Filing Date

Global Rank

#7,895 / 8,605 ▲ 222 · as of Mar 2026

Top Industry

Consumer Electronics 9.5%

3Y Alpha vs SPY

-5.0%

Period ended 3 months ago

Filed Apr 23, 2026 · 3mo

8 quarters · since Jun 2024

Clone Performance

Aug 2024–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+29.6%

SPY

+40.4%

Annualised alpha

-5.0%

Max drawdown

−15.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

31 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

9.5%

−2.0 pts

Top 5

36.5%

−8.9 pts

Top 10

60.2%

−12.6 pts

HHI

477

Diversified−167

Portfolio Trend

8 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Financial Services	25.8%	$4,002,595	6
Technology	22.3%	$3,462,187	6
Consumer Defensive	13.4%	$2,083,177	5
Consumer Cyclical	11.5%	$1,787,912	4
Communication Services	7.5%	$1,164,982	2
Energy	5.9%	$914,794	2
Utilities	4.7%	$730,945	1
Industrials	3.5%	$547,251	2
Basic Materials	2.8%	$436,624	2
Healthcare	2.4%	$377,659	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

17 positions

Ticker	Company	Δ Shares	Shares	Value
SO	Southern Co	+1,158	7,573	$730,945
NVDA	Nvidia Corp	+987	4,247	$740,676
WMT	Walmart Inc.	+788	7,766	$965,158
BRK-B	Berkshire Hathaway Inc	+766	2,024	$969,900
XOM	Exxon Mobil Corp	+729	3,670	$622,652
AAPL	Apple Inc.	+683	5,825	$1,478,326
GOOGL	Alphabet Inc.	+617	3,146	$904,663
JPM	Jpmorgan Chase & Co	+610	3,497	$1,028,677
AMZN	Amazon Com Inc	+603	1,994	$415,290
ORCL	Oracle Corp	+588	1,677	$246,703
UPS	United Parcel Service Inc	+375	3,071	$302,124
JNJ	Johnson & Johnson	+330	1,545	$377,659
MCD	Mcdonalds Corp	+312	1,377	$427,957
HD	Home Depot, Inc.	+255	1,031	$339,085
PG	PROCTER & GAMBLE Co	+172	1,715	$247,714
COST	Costco Wholesale Corp /New	+127	388	$386,614
IBM	International Business Machines Corp	+9	844	$204,577
No positions match the current search.

Trimmed

Positions the filer reduced

6 positions

Ticker	Company	Δ Shares	Shares	Value
NAK	Northern Dynasty Minerals Ltd	−1,460	11,940	$16,716
MSFT	Microsoft Corp	−459	1,842	$681,853
RNP	Cohen & Steers REIT & Preferred & Income Fund Inc	−130	17,014	$336,196
KO	Coca Cola Co	−100	3,479	$264,577
TSLA	Tesla, Inc.	−48	1,629	$605,580
WRB	Berkley W R Corp	−5	18,402	$1,219,684
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
LIN	Linde PLC	847	$419,908
CVX	Chevron Corp	1,412	$292,142
META	Meta Platforms, Inc.	455	$260,319
CAT	Caterpillar Inc	346	$245,127
PGR	Progressive Corp/Oh/	1,233	$244,429
PEP	Pepsico Inc	1,411	$219,114
V	Visa Inc.	674	$203,709
QNC	Quantum eMotion Corp	48,058	$110,052
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

31 positions · $15,508,126 total · as of Mar 31, 2026

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

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	5,825	+683	$1,478,326	+5.8%	9.53%
WRB	Berkley W R Corp Financial Services	Reduced	18,402	-5	$1,219,684	−5.5%	7.86%
JPM	Jpmorgan Chase & Co Financial Services	Added	3,497	+610	$1,028,677	+10.6%	6.63%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	2,024	+766	$969,900	+53.4%	6.25%
WMT	Walmart Inc. Consumer Defensive	Added	7,766	+788	$965,158	+24.1%	6.22%
GOOGL	Alphabet Inc. Communication Services	Added	3,146	+617	$904,663	+14.3%	5.83%
NVDA	Nvidia Corp Technology	Added	4,247	+987	$740,676	+21.8%	4.78%
SO	Southern Co Utilities	Added	7,573	+1,158	$730,945	+30.7%	4.71%
MSFT	Microsoft Corp Technology	Reduced	1,842	-459	$681,853	−38.7%	4.40%
XOM	Exxon Mobil Corp Energy	Added	3,670	+729	$622,652	+75.9%	4.02%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	1,629	-48	$605,580	−19.7%	3.90%
MCD	Mcdonalds Corp Consumer Cyclical	Added	1,377	+312	$427,957	+31.5%	2.76%
LIN	Linde PLC Basic Materials	NEW	847	NEW	$419,908	NEW	2.71%
AMZN	Amazon Com Inc Consumer Cyclical	Added	1,994	+603	$415,290	+29.3%	2.68%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	388	+127	$386,614	+71.8%	2.49%
JNJ	Johnson & Johnson Healthcare	Added	1,545	+330	$377,659	+50.2%	2.44%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,031	+255	$339,085	+27.0%	2.19%
RNP	Cohen & Steers REIT & Preferred & Income Fund Inc Financial Services	Reduced	17,014	-130	$336,196	−1.3%	2.17%
UPS	United Parcel Service Inc Industrials	Added	3,071	+375	$302,124	+13.0%	1.95%
CVX	Chevron Corp Energy	NEW	1,412	NEW	$292,142	NEW	1.88%
KO	Coca Cola Co Consumer Defensive	Reduced	3,479	-100	$264,577	+5.7%	1.71%
META	Meta Platforms, Inc. Communication Services	NEW	455	NEW	$260,319	NEW	1.68%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	1,715	+172	$247,714	+12.0%	1.60%
ORCL	Oracle Corp Technology	Added	1,677	+588	$246,703	+16.2%	1.59%
CAT	Caterpillar Inc Industrials	NEW	346	NEW	$245,127	NEW	1.58%
PGR	Progressive Corp/Oh/ Financial Services	NEW	1,233	NEW	$244,429	NEW	1.58%
PEP	Pepsico Inc Consumer Defensive	NEW	1,411	NEW	$219,114	NEW	1.41%
IBM	International Business Machines Corp Technology	Added	844	+9	$204,577	−17.3%	1.32%
V	Visa Inc. Financial Services	NEW	674	NEW	$203,709	NEW	1.31%
QNC	Quantum eMotion Corp Technology	NEW	48,058	NEW	$110,052	NEW	0.71%
NAK	Northern Dynasty Minerals Ltd Basic Materials	Reduced	11,940	-1,460	$16,716	−36.7%	0.11%