StockDriftsStockDriftsTop 50 Investment Planning Advisors INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 12.77% | 630.4K | $56.6M | +4.21%(+25.47K) | $69.32(+30.16%) | 2026-09-30 | |
| RWL | INVESCO EXCH TRADED FD TR II | 9.76% | 336.0K | $43.2M | +4.19%(+13.51K) | $112.06(+19.69%) | 2026-09-30 | |
| VCRB | VANGUARD MALVERN FDS | 8.34% | 501.9K | $37.0M | +24.73%(+99.52K) | $77.38(-4.35%) | 2026-09-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 7.84% | 167.0K | $34.7M | +4.64%(+7.41K) | $200.39(+6.49%) | 2026-09-30 | |
| VXF | VANGUARD INDEX FDS | 6.87% | 131.4K | $30.4M | +4.39%(+5.52K) | $188.42(+20.57%) | 2026-09-30 | |
| SCHF | SCHWAB STRATEGIC TR | 5.91% | 953.4K | $26.2M | +41.91%(+281.59K) | $25.04(+7.46%) | 2026-09-30 | |
| BOXX | EA SERIES TRUST | 5.27% | 197.3K | $23.4M | +22.86%(+36.71K) | $116.83(+1.56%) | 2026-09-30 | |
| FRDM | EA SERIES TRUST | 5.02% | 317.8K | $22.2M | -22.75%(-93.62K) | $38.29(+68.57%) | 2026-09-30 | |
| BSV | VANGUARD BD INDEX FDS | 3.81% | 220.9K | $16.9M | +5.88%(+12.26K) | $78.23(-2.17%) | 2026-09-30 | |
| FLOT | ISHARES TR | 2.97% | 257.5K | $13.1M | +10.91%(+25.34K) | $50.92(+0.11%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (9 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +28.93% |
| Top 20 Holdings Unweighted | — | — | — | — | +19.62% |
Investment Planning Advisors INC reports $443.06M in US-listed equity holdings across 116 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (12.8%), RWL (9.8%) and VCRB (8.3%). The top 20 holdings account for 78.44% of reported assets. Its disclosed equity book has returned +28.93% cumulatively over 9 quarters. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Investment Planning Advisors INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2024049). View Investment Planning Advisors INC’s 13F filings on SEC