StockDriftsStockDriftsTop 50 Investment Planning Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 12.31% | 604.9K | $53.2M | +4.62%(+26.73K) | $68.50(+32.90%) | 2026-06-30 | |
| RWL | INVESCO EXCH TRADED FD TR II | 9.54% | 322.5K | $41.2M | +32.31%(+78.75K) | $111.38(+21.33%) | 2026-06-30 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 7.86% | 159.6K | $34.0M | +2119.29%(+152.42K) | $199.93(+10.45%) | 2026-06-30 | |
| VCRB | VANGUARD MALVERN FDS | 7.2% | 402.4K | $31.1M | +10.22%(+37.33K) | $77.86(-2.41%) | 2026-06-30 | |
| VXF | VANGUARD INDEX FDS | 7.17% | 125.8K | $31.0M | +5.32%(+6.36K) | $186.20(+32.73%) | 2026-06-30 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 7.12% | 101.4K | $30.7M | +3.00%(+2.96K) | $214.46(+38.32%) | 2026-06-30 | |
| FRDM | EA SERIES TRUST | 6.95% | 411.4K | $30.0M | -12.52%(-58.89K) | $38.29(+75.35%) | 2026-06-30 | |
| BOXX | EA SERIES TRUST | 4.36% | 160.6K | $18.8M | new | $116.63(+0.99%) | 2026-06-30 | |
| SCHF | SCHWAB STRATEGIC TR | 4.31% | 671.8K | $18.6M | +30.63%(+157.55K) | $23.97(+17.92%) | 2026-06-30 | |
| BSV | VANGUARD BD INDEX FDS | 3.76% | 208.7K | $16.3M | +69.69%(+85.69K) | $78.29(-1.00%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (8 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +30.69% |
| Top 20 Holdings Unweighted | — | — | — | — | +21.56% |
Investment Planning Advisors, Inc. reports $431.82M in US-listed equity holdings across 117 positions in its most recent 13F filing. Its largest disclosed positions are SPYM (12.3%), RWL (9.5%) and RSP (7.9%). The top 20 holdings account for 83.38% of reported assets. Its disclosed equity book has returned +30.69% cumulatively over 8 quarters. Figures reflect the Q2 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