Investment Planning Advisors, Inc. — 13F holdings

Investment Planning Advisors, Inc. reported 117 holdings worth $443M in its 13F filing for Q3 2026, filed October 14, 2026.

Largest positions

1. SPYM SPDR SERIES TRUST — $56.6M (12.8%)
2. RWL INVESCO EXCH TRADED FD TR II — $43.2M (9.8%)
3. VCRB VANGUARD MALVERN FDS — $37.0M (8.3%)
4. RSP INVESCO EXCHANGE TRADED FD T — $34.7M (7.8%)
5. VXF VANGUARD INDEX FDS — $30.4M (6.9%)
6. QNDX SPDR SERIES TRUST — $30.2M (6.8%)
7. SCHF SCHWAB STRATEGIC TR — $26.2M (5.9%)
8. BOXX EA SERIES TRUST — $23.4M (5.3%)
9. FRDM EA SERIES TRUST — $22.2M (5.0%)
10. BSV VANGUARD BD INDEX FDS — $16.9M (3.8%)