1y return+18.4%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2024: $129 against $137 in the S&P 500.2
Investment Planning Advisors, Inc.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SPYMSpdr Series Trust | $53.2M | 12.3% | +4.6% |
| RWLInvesco Exch Traded Fd Tr II | $41.2M | 9.5% | +32.3% |
| RSPInvesco Exchange Traded Fd T | $34.0M | 7.9% | +2119.3% |
| VCRBVanguard Malvern Fds | $31.1M | 7.2% | +10.2% |
| VXFVanguard Index Fds | $31.0M | 7.2% | +5.3% |
| QQQMInvesco Exch Traded Fd Tr II | $30.7M | 7.1% | +3.0% |
| FRDMEa Series Trust | $30.0M | 6.9% | −12.5% |
| BOXXEa Series Trust | $18.8M | 4.4% | New |
| SCHFSchwab Strategic Tr | $18.6M | 4.3% | +30.6% |
| BSVVanguard Bd Index Fds | $16.3M | 3.8% | +69.7% |
| FLOTIshares Tr | $11.9M | 2.7% | +9.7% |
| CGCPCapital Grp Fixed Incm Etf T | $7.6M | 1.8% | +1.9% |
| VNQVanguard Index Fds | $6.3M | 1.5% | +9.0% |
| SPGMSpdr Index Shs Fds | $6.2M | 1.4% | +6.0% |
| JPEFJ P Morgan Exchange Traded F | $5.3M | 1.2% | |
| SPTMSpdr Series Trust | $4.4M | 1.0% | −1.5% |
| FMBFirst Tr Exch Traded Fd III | $4.0M | 0.9% | |
| OAKMHarris Oakmark Etf Trust | $3.4M | 0.8% | |
| CGGRCapital Group Growth Etf | $3.1M | 0.7% | −6.1% |
| JMUBJ P Morgan Exchange Traded F | $2.9M | 0.7% | −1.2% |
| VTVanguard Intl Equity Index F | $2.9M | 0.7% | +3.8% |
| SEPIScm Trust | $2.6M | 0.6% | +3.0% |
| JPSTJ P Morgan Exchange Traded F | $2.5M | 0.6% | +213.2% |
| SCMBSchwab Strategic Tr | $2.3M | 0.5% | |
| GPIXGoldman Sachs Etf Tr | $2.0M | 0.5% | +1.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| FRDMEa Series Trust | June 30, 2024 | +106.4% | $30.0M |
| GOOGLAlphabet Inc | June 30, 2024 | +96.2% | $1.4M |
| NVDANvidia Corporation | June 30, 2024 | +62.0% | $1.2M |
| VXFVanguard Index Fds | June 30, 2024 | +45.9% | $31.0M |
| DFAXDimensional Etf Trust | June 30, 2024 | +44.9% | $1.5M |
| SPGMSpdr Index Shs Fds | June 30, 2024 | +41.0% | $6.2M |
| MGKVanguard World Fd | June 30, 2024 | +39.9% | $1.7M |
| VTVanguard Intl Equity Index F | June 30, 2024 | +39.4% | $2.9M |
| RWLInvesco Exch Traded Fd Tr II | June 30, 2024 | +37.9% | $41.2M |
| CGUSCapital Group Core Equity Et | June 30, 2024 | +37.9% | $1.6M |
Sold off last quarter
- XOPSpdr Series Trust was $5.2M
- VYMVanguard Whitehall Fds was $282K
- METAMeta Platforms Inc was $260K
- XLESelect Sector Spdr Tr was $216K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +12.0% | +14.8% |
| March 31, 2026 | −1.9% | −4.6% |
| December 31, 2025 | +2.2% | +2.4% |
| September 30, 2025 | +5.4% | +7.8% |
| June 30, 2025 | +8.0% | +10.5% |
| March 31, 2025 | −2.7% | −4.6% |
| December 31, 2024 | −0.5% | +2.1% |
| September 30, 2024 | +4.1% | +5.4% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Investment Planning Advisors, Inc. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=2024049&type=13F-HR&dateb=&owner=include&count=40CIK 2024049
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/2024049/000202404926000003/Filed July 23, 2026 · accession 0002024049-26-000003