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Investment Planning Advisors - Q1 2026 13F Filings

IN

Investment Planning Advisors, Inc.

CIK: 0002024049
Address: Georgia Cumming 327 Dahlonega Street, Suite 503
$363.2 M
Portfolio Value
107
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 04/23/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. FLOT Ishares Floating Rate Bond Etf
+$10.79 M
2. RWL Invesco S&P 500 Revenue Etf
+$8.95 M
3. QQQM Invesco Nasdaq 100 Etf
+$8.28 M
4. VCRB Vanguard Core Bond Etf
+$5.76 M
5. VNQ Vanguard Real Estate Etf
+$5.3 M

Top Sells

Q1 2026
1. RSP Invesco S&P 500 Equal Weight Etf
−$14.17 M
2. CGUS Capital Group Core Equity Etf
−$12.23 M
3. BINC Ishares Flexible Income Active Etf
−$10.9 M
4. FRDM Freedom 100 Emerging Markets Etf
−$4.85 M
5. MUB Ishares National Muni Bond Etf
−$363,234.74

Asset Allocation

Stocks/ETFs
+5.87%
$363.2 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Investment Planning Advisors Q1 2026 Filing Summary

Investment Planning Advisors, Inc. filed its 13F report for Q1 2026 on April 23, 2026. The portfolio totaled 363.2 M reflecting a +5.74% change from the prior quarter, spanning 107 assets. The top 10 holdings comprised 69.0% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 16 new positions and 3 complete exits.

Report Type

Status

Data Summary

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Total Value:

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Issuer Name Class Value Shares Option Type

FAQs for Investment Planning Advisors’s Q1 2026 Filing

Investment Planning Advisors submitted their Form 13F-HR for the Q1 2026 period on 04/23/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Investment Planning Advisors reported a managed portfolio value of 363.2 M, consisting of 107 individual positions.

This page displays the raw filing documents. To see which stocks Investment Planning Advisors bought or sold during Q1 2026, please visit Investment Planning Advisors's Portfolio Analysis page.