Investment Planning Advisors, Inc. - Portfolio overview

Investment Planning Advisors, Inc. has 114 reported holdings in this dataset, with the latest filing dated 2026-04-23.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services and Technology.

Largest reported holdings by portfolio allocation

1. SPYM - SPDR SERIES TRUST, 10.86%
2. SPLG - SPDR SERIES TRUST, 9.94%
3. MGC - VANGUARD WORLD FD, 8.81%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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