Investment Planning Advisors, Inc.
CIK
2024049
City
CUMMING
State / Country
GA
Top Portfolio Positions
31 positions ·
$15,508,126 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
5,825 | $1,478,326 | 9.53% | |
| WRB |
Berkley W R Corp
Financial Services
|
18,402 | $1,219,684 | 7.86% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
3,497 | $1,028,677 | 6.63% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
2,024 | $969,900 | 6.25% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
7,766 | $965,158 | 6.22% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
3,146 | $904,663 | 5.83% | |
| NVDA |
Nvidia Corp
Technology
|
4,247 | $740,676 | 4.78% | |
| SO |
Southern Co
Utilities
|
7,573 | $730,945 | 4.71% | |
| MSFT |
Microsoft Corp
Technology
|
1,842 | $681,853 | 4.40% | |
| XOM |
Exxon Mobil Corp
Energy
|
3,670 | $622,652 | 4.02% |
Portfolio Trend
8 quarters · across all stocks
Holdings in RNP
Shares Held
Position Value (USD)
8 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $336,196 | 17,014 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $340,479 | 17,144 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $304,334 | 13,538 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $349,269 | 15,339 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $518,336 | 23,486 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $528,916 | 25,307 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $1,078,073 | 45,546 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $927,772 | 45,546 | Shares | Sole | 2024-07-22 | |
| No 13F history on record for this holder in this stock. | ||||||