Investment Planning Advisors, Inc. Portfolio Holdings

Investment Planning Advisors, Inc.

  • $203 Million
  • Q2 2025

Investment Planning Advisors, Inc. has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $203 Million distributed in 79 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Extended Market ETF with a value of $29.4M, Capital Group Core Equity ETF with a value of $29.1M, Spdr Portfolio S&P 500 ETF (Ma with a value of $29.1M, Fidelity Merrimack Str Tr Tota with a value of $22.1M, and Capital Group Core Plus Income with a value of $18.9M.

Examining the 13F form we can see an increase of $891K in the current position value, from $202M to 203M.

Investment Planning Advisors, Inc. is based out at Cumming, GA

Below you can find more details about Investment Planning Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $203 Million
ETFs: $163 Million
Financial Services: $3.82 Million
Technology: $2.55 Million
Consumer Defensive: $632,000
Consumer Cyclical: $571,000
Utilities: $460,000
Communication Services: $288,000
Energy: $234,000
Other: $217,000

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$18B
$1.47 Million 0.72% of portfolio
20,007
Q1 2025 Reduced 0.05%
$3.8T
$995,000 0.49% of portfolio
2,001
Q2 2025 Added 149.5%
$0
$926,000 0.46% of portfolio
107,111
Q2 2025 Reduced 11.47%
$3.41T
$670,000 0.33% of portfolio
3,268
Q2 2025 Added 14.27%
$103B
$460,000 0.23% of portfolio
5,011
Q2 2025 Added 34.16%
$853B
$422,000 0.21% of portfolio
1,458
Q2 2025 Added 14.53%
$427B
$428,000 0.21% of portfolio
2,712
Q2 2025 Added 14.43%
$260B
$397,000 0.2% of portfolio
4,070
Q2 2025 Added 13.69%
$1.04T
$367,000 0.18% of portfolio
1,156
Q2 2025 Reduced 15.74%
$631B
$363,000 0.18% of portfolio
749
Q2 2025 Added 30.49%
$0
$349,000 0.17% of portfolio
15,339
Q2 2025 Reduced 34.69%
$1.07T
$288,000 0.14% of portfolio
1,637
Q2 2025 Reduced 15.05%
$0
$290,000 0.14% of portfolio
20,925
Q2 2025 Reduced 81.42%
$303B
$235,000 0.12% of portfolio
3,330
Q1 2025 Added 3.06%
$450B
$234,000 0.12% of portfolio
2,174
Q2 2025 New
$255B
$245,000 0.12% of portfolio
833
Q1 2025 New
$72.1B
$217,000 0.11% of portfolio
2,150
Q2 2025 New
$373B
$204,000 0.1% of portfolio
557
Q2 2025 New
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 34.91%
-
$0 0.0% of portfolio
-
Q2 2025 Added 11.85%

Summary

  • Portfolio
  • No. of Stocks 79
  • Current Value $203 Million
  • Prior Value $202 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 21, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 11 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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