IP

Investment Planning Advisors, Inc.

13F
Investment Planning Advisors, Inc.
Last update 2025-07-21 79 Stocks (11 new)
Value $283.00 Mil Turnover 27 %
Countries:
Top Holdings: JPEF(11.95%)VXF(10.39%)CGUS(10.28%)SPLG(10.28%)FBND(7.80%)
Summary Stock Picks Current Portfolio
Investment Planning Advisors, ... Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
JPEF
JPMorgan Equity Focus ETF
482,072
33,812.5
+8.14%
11.950
+0.90%
2.160
+17.41%
+5.39%
1,582.9
 
VXF
Vanguard Extended Market Index ETF
152,545
29,397.0
+19.75%
10.390
+1.71%
0.140
+22.64%
+5.21%
21,276.1
 
CGUS
Capital Group Core Equity ETF
788,011
29,101.2
+20.79%
10.280
+1.77%
0.500
+20.82%
+8.45%
6,439.4
 
SPLG
SPDR Portfolio S&P 500 ETF
400,023
29,077.7
+8.16%
10.280
+0.78%
0.040
+19.73%
+7.98%
77,449.7
 
FBND
Fidelity Total Bond ETF
482,517
22,075.2
+115.71%
7.800
+4.18%
0.110
+2.86%
+4.12%
19,400.7
 
CGCP
Capital Group Core Plus Income ETF
841,368
18,930.8
-2.80%
6.690
-0.22%
0.370
+3.19%
+3.76%
5,244.4
 
CGGE
Capital Group Global Equity ETF
577,233
16,849.4
New Holding
5.950
+5.95%
3.590
+16.38%
+14.74%
558.6
 
FRDM
Alpha Architect Freedom 100 Emerging Markets ETF
Alpha Architect Freedom 100 Emerging Markets ETF
416,007
16,806.7
+107.51%
5.940
+3.08%
1.380
+16.63%
+25.82%
1,225.9
 
HELO
JPMorgan Hedged Equity Laddered Overlay ETF
JPMorgan Hedged Equity Laddered Overlay ETF
203,442
12,731.4
New Holding
4.500
+4.50%
0.390
+9.11%
+2.34%
3,283.7
 
BINC
iShares Flexible Income Active ETF
200,132
10,575.0
+13.43%
3.740
+0.44%
0.100
+3.28%
+4.12%
10,411.9
 

Investment Planning Advisors, Inc.'s Historical Top Holdings Breakdowns

Investment Planning Advisors, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
CGGE
Capital Group Global Equity ETF
2025-06-30
New Buy
New Buy
+5.95%
●
23.22 ($26.97) 29.19
$29.27
8.53%
New holding
577,233
577,233
QQQM
Invesco NASDAQ 100 ETF
2025-06-30
Sold Out
Sold Out
-5.12%
●
171.4 ($204.58) 227.1
$231.05
12.94%
Sold Out
0
-65,270
HELO
JPMorgan Hedged Equity Laddered Overlay ETF
JPMorgan Hedged Equity Laddered Overlay ETF
2025-06-30
New Buy
New Buy
+4.50%
●
56.68 ($60.34) 62.58
$63.30
4.91%
New holding
203,442
203,442
FBND
Fidelity Total Bond ETF
2025-06-30
Add
Add
+4.18%
●
44.68 ($45.27) 45.96
$45.67
0.88%
Add 115.71%
482,517
258,834
JPIE
JPMorgan Income ETF
2025-06-30
Reduce
Reduce
-3.85%
●
45.12 ($45.82) 46.32
$46.20
0.83%
Reduce -90.95%
20,477
-205,692
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF
2025-06-30
Reduce
Reduce
-3.73%
●
60.34 ($69.38) 74.89
$76.29
9.96%
Reduce -76.61%
41,241
-135,078
CGGO
Capital Group Global Growth Equity ETF
Capital Group Global Growth Equity ETF
2025-06-30
Reduce
Reduce
-3.42%
●
25.31 ($29.49) 32.17
$32.13
8.95%
Reduce -94.12%
18,549
-296,713
FRDM
Alpha Architect Freedom 100 Emerging Markets ETF
Alpha Architect Freedom 100 Emerging Markets ETF
2025-06-30
Add
Add
+3.08%
●
30.96 ($37.14) 40.6
$40.46
8.94%
Add 107.51%
416,007
215,534
ACIM
ACIM
2025-06-30
Reduce
Reduce
-2.32%
●
55.5 ($64.17) 69
$80.48
25.42%
Reduce -93.87%
5,972
-91,414
BSV
Vanguard Short-Term Bond ETF
2025-06-30
Add
Add
+1.81%
●
77.74 ($78.19) 78.78
$78.50
0.40%
Add 236.09%
92,810
65,195

Investment Planning Advisors, Inc. Total Holding History ($B)

To

Investment Planning Advisors, Inc.'s Asset Allocation

To

Investment Planning Advisors, Inc. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Investment Planning Advisors, Inc.'s Hypothetical Growth since 2025-06-30

Investment Planning Advisors, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

Investment Planning Advisors, Inc.'s Holdings Heat Map

Size field:

Investment Planning Advisors, Inc.'s Holdings Bubble Chart

Investment Planning Advisors, Inc. News

  • 1

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