Investment Planning Advisors, Inc. (CIK: 0002024049) is a financial institution headquartered at 327 Dahlonega Street, Suite 503, Cumming, Georgia 30040. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-03-31), the institution manages a portfolio valued at $363.2 M, comprising 107 distinct securities. Over its filing history, it has submitted 8 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q1 2026 — Top-10 concentration: 69.0%. Quarterly turnover: 12.7%. ▲ 16 new, +63 added, −27 reduced, ×3 exited.

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

Stocks/ETFs

+5.87%

$363.2 M 100.00%

Options

$0 0.00%

Debt

$0 0.00%

Other

$0 0.00%

Name	Shares	Market Value	Weight	Change	Activity
Spdr Portfolio S&P 500 Etf ETF-SPLG	578,203	$44.26 M	12.19%	▲ 54,111	Add 10.3%
Vanguard Mega Cap Etf ETF-MGC	151,958	$35.92 M	9.89%	▲ 15,704	Add 11.5%
Vanguard Core Bond Etf ETF-VCRB	365,078	$28.25 M	7.78%	▲ 74,413	Add 25.6%
Invesco S&P 500 Revenue Etf ETF-RWL	243,712	$28 M	7.71%	▲ 77,853	Add 46.9%
Freedom 100 Emerging Markets Etf ETF-FRDM	470,311	$25.7 M	7.08%	▼ 88,713	Reduce -15.9%
Vanguard Extended Market Etf ETF-VXF	119,471	$24.59 M	6.77%	▲ 12,591	Add 11.8%
Invesco Nasdaq 100 Etf ETF-QQQM	98,485	$23.4 M	6.44%	▲ 34,831	Add 54.7%
Fidelity Total Bond Etf ETF-FBND	373,042	$17.02 M	4.69%	▲ 3,326	Add 0.9%
Schwab International Equity Etf ETF-SCHF	514,295	$12.73 M	3.50%	▲ 195,797	Add 61.5%
Ishares Floating Rate Bond Etf ETF-FLOT	211,765	$10.79 M	2.97%	▲ 211,765	New Buy

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Investment Planning Advisors, Inc.'s Portfolio

This portfolio view aggregates one or more SEC Form 13F filings submitted by Investment Planning Advisors, Inc. each quarter. Holdings are organized into Stocks/ETFs, Options, Debt, and Other, with transaction markers indicating New Buy, Add, Reduce, No Change, or Sold Out. Reported anomalies are corrected where possible, and share counts are adjusted to reflect corporate actions such as stock splits. Since 2013, we have collected 8 quarters of portfolio data for this firm, providing a transparent record of institutional strategy over time.

Options Exposure History

CALL PUT

Report Date	Type	Underlying Shares	Notional Value	% Change

Report Date	Bought/Sold (Sh.)	% Change	Qtr. End Shares	Reported Price

Stocks ETFs

Name	Shares	Value	% of Portfolio	% Change
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CALL PUT

Type	Name	Shares	Value	% of Portfolio	% Change
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Name	Amount	Value	% of Portfolio	% Change
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Name	Shares	Value	% of Portfolio	% Change
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Investment Planning Advisors, Inc. Quarterly 13F Statistics

Discover detailed insights into Investment Planning Advisors, Inc.’s SEC Form 13F filings, including:

Quarterly changes in holdings
Portfolio turnover
Asset allocation trends
Top 10 stock and ETF positions

This page provides a transparent view of institutional strategies based on official SEC disclosures, helping investors track long‑term shifts since 2013.

Quarter	Holdings	Total Value	Turnover Rate	Asset Allocation	Top 10 Stock & ETF Holdings

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Investment Planning Advisors, Inc.'s All 13F Filings

This section lists all SEC Form 13F filings submitted by Investment Planning Advisors, Inc..

Form 13F must be filed within 45 days after the end of each calendar quarter and discloses the reporting manager, the securities held, their CUSIP numbers, the number of shares held at quarter-end, and the total reported market value.

Please note that the market value shown reflects reported holdings only and should not be considered a substitute for Assets Under Management (AUM), as cash positions are excluded.
Each filing entry includes a direct link to the original Form 13F document on the SEC’s EDGAR system .

Report For	Filed At	AUM	Holdings	Form Type	Source

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Insider Trading Activity (SEC Form 4)

This section tracks real-time insider transactions reported via SEC Form 4 filings. Unlike the quarterly 13F portfolio snapshots, these records reflect immediate buying and selling activity where the filer acts as a corporate insider. Use this data to spot timely market moves.

Date Top Line (Transaction Date): The date of the most recent insider transaction. Bottom Line (Filing Date): The date the transaction was filed with the SEC.	Value Total Value: The total monetary value of the transaction. (Shares × Price)	Shares Shares Traded: Number of shares bought or sold in this specific transaction. Adjusted for splits.	Position / Chg Top Line (Held): Total shares owned after the transaction. Bottom Line (Change %): The percentage change in holdings due to this trade.
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Data Source & Methodology: This table is sourced exclusively from SEC Form 4 filings and is adjusted for stock splits. It reflects active insider trading decisions and does not include passive beneficial ownership reported in 13F or 13D/G filings.

Investment Planning Advisors, Inc. 13F Filings, Portfolio & Analysis

Investment Planning Advisors, Inc. — Portfolio Overview & Company Profile

Portfolio Summary (Q1 2026)

Top Buys

Top Sells

Asset Allocation

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q1 2026)

Historical Portfolio Charts

Investment Planning Advisors, Inc.'s Portfolio

Investment Planning Advisors, Inc. Quarterly 13F Statistics

Investment Planning Advisors, Inc.'s All 13F Filings

Insider Trading Activity (SEC Form 4)