Investment Planning Advisors, Inc. Portfolio Holdings

Investment Planning Advisors, Inc.

  • $273 Million
  • Q3 2025

Investment Planning Advisors, Inc. has filed its 13F form on October 21, 2025 for Q3 2025 where it was disclosed a total value porftolio of $273 Million distributed in 88 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $40.5M, Vanguard Extended Market ETF with a value of $34.3M, Vanguard Mega Cap ETF with a value of $33.4M, Ea Ser Tr Freedom 100 Emerging with a value of $22.3M, and Invesco Exchange Traded Fd Tr with a value of $17.9M.

Examining the 13F form we can see an increase of $70M in the current position value, from $203M to 273M.

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 $273 Million
ETFs: $246 Million
Financial Services: $4.05 Million
Technology: $3.48 Million
Consumer Cyclical: $1.09 Million
Consumer Defensive: $897,000
Communication Services: $733,000
Utilities: $579,000
Energy: $318,000
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$40.5 Million 14.83% of portfolio
517,140
Q3 2025 Added 29.28%
$0
$34.3 Million 12.54% of portfolio
163,676
Q3 2025 Added 7.3%
$0
$33.4 Million 12.23% of portfolio
136,865
Q3 2025 New
$0
$22.3 Million 8.18% of portfolio
504,048
Q3 2025 Added 21.16%
$0
$17.9 Million 6.55% of portfolio
161,774
Q3 2025 Added 567.55%
$0
$17.8 Million 6.52% of portfolio
72,104
Q3 2025 New
$0
$16.4 Million 6.01% of portfolio
354,813
Q3 2025 Reduced 26.47%
$0
$13.6 Million 4.99% of portfolio
344,826
Q3 2025 Reduced 56.24%
$0
$7.97 Million 2.92% of portfolio
101,063
Q3 2025 Added 8.89%
$0
$6.6 Million 2.42% of portfolio
283,565
Q3 2025 New
$0
$5.18 Million 1.9% of portfolio
228,154
Q3 2025 Reduced 72.88%
$0
$3.7 Million 1.36% of portfolio
45,897
Q3 2025 Added 11.29%
$0
$3.41 Million 1.25% of portfolio
67,294
Q3 2025 Added 15.56%
$0
$3.13 Million 1.14% of portfolio
71,157
Q3 2025 Reduced 14.79%
$0
$3.07 Million 1.12% of portfolio
41,003
Q3 2025 Added 586.59%
$0
$2.61 Million 0.96% of portfolio
51,722
Q3 2025 Added 6.33%
$0
$2.02 Million 0.74% of portfolio
35,412
Q3 2025 Reduced 29.85%
$0
$1.58 Million 0.58% of portfolio
2,360
Q3 2025 Added 140.82%
$0
$1.54 Million 0.56% of portfolio
3,822
Q3 2025 Added 28.51%
$19.5B
$1.53 Million 0.56% of portfolio
20,007
Q1 2025 Reduced 0.05%
$0
$1.45 Million 0.53% of portfolio
13,583
Q3 2025 Added 0.74%
$0
$1.24 Million 0.45% of portfolio
21,578
Q3 2025 Reduced 15.08%
$4.21T
$1.21 Million 0.44% of portfolio
4,744
Q3 2025 Added 45.17%
$0
$1.18 Million 0.43% of portfolio
37,627
Q3 2025 Added 11.31%
$3.85T
$1.14 Million 0.42% of portfolio
2,197
Q3 2025 Added 9.8%
$0
$1.03 Million 0.38% of portfolio
9,042
Q3 2025 Added 2.15%
$0
$1.03 Million 0.38% of portfolio
5,678
Q3 2025 Added 3.9%
$0
$958,000 0.35% of portfolio
18,900
Q3 2025 Added 46.24%
$0
$936,000 0.34% of portfolio
20,175
Q3 2025 Reduced 1.47%
$0
$895,000 0.33% of portfolio
98,984
Q3 2025 Reduced 7.59%
$0
$883,000 0.32% of portfolio
9,439
Q3 2025 Added 1.77%
$0
$870,000 0.32% of portfolio
2,654
Q3 2025 Reduced 1.52%
$0
$869,000 0.32% of portfolio
4,581
Q3 2025 Added 17.43%
$887B
$808,000 0.3% of portfolio
2,562
Q3 2025 Added 75.72%
$0
$805,000 0.29% of portfolio
30,583
Q3 2025 Added 0.18%
$0
$710,000 0.26% of portfolio
6,651
Q3 2025 Reduced 4.11%
$0
$682,000 0.25% of portfolio
3,603
Q3 2025 Added 2.53%
$291B
$676,000 0.25% of portfolio
6,566
Q3 2025 Added 61.33%
$0
$669,000 0.24% of portfolio
19,588
Q3 2025 Added 5.6%
$0
$635,000 0.23% of portfolio
11,106
Q3 2025 Reduced 0.74%
$0
$617,000 0.23% of portfolio
19,540
Q3 2025 Reduced 7.75%
$455B
$590,000 0.22% of portfolio
3,166
Q3 2025 Added 16.74%
$106B
$579,000 0.21% of portfolio
6,120
Q3 2025 Added 22.13%
$0
$584,000 0.21% of portfolio
12,627
Q3 2025 Reduced 31.89%
$1.41T
$544,000 0.2% of portfolio
1,225
Q3 2025 Added 5.97%
$0
$534,000 0.2% of portfolio
8,491
Q3 2025 Added 24.43%
$1.5T
$523,000 0.19% of portfolio
2,154
Q3 2025 Added 31.58%
$646B
$510,000 0.19% of portfolio
1,015
Q3 2025 Added 35.51%
$0
$502,000 0.18% of portfolio
1,710
Q3 2025 Added 11.62%

Summary

  • Portfolio
  • No. of Stocks 88
  • Current Value $273 Million
  • Prior Value $203 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 21, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 12 stocks
  • Additional Purchases 46 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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