Investment Planning Advisors, Inc. ETF holdings
Cumming, GA
Reported $408.2M in 76 ETFs in its Form 13F for June 30, 2026.
ETF value
$408.2M
ETFs held
76
Change from prior quarter
+17.4%
With price moves
ETFs as a share of its 13F
94.5%
of $431.8M
Top 10 of 76 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| SPYM | State Street SPDR Portfolio S&P 500 ETF | $53.2M | 604,935 | +26,732 shares |
| RWL | Invesco S&P 500 Revenue ETF | $41.2M | 322,460 | +78,748 shares |
| RSP | Invesco S&P 500 Equal Weight ETF | $34.0M | 159,611 | +152,419 shares |
| VCRB | Vanguard Core Bond ETF | $31.1M | 402,406 | +37,328 shares |
| VXF | Vanguard Extended Market ETF | $31.0M | 125,832 | +6,361 shares |
| QQQM | Invesco NASDAQ 100 ETF | $30.7M | 101,440 | +2,955 shares |
| FRDM | Freedom 100 Emerging Markets ETF | $30.0M | 411,418 | −58,893 shares |
| BOXX | Alpha Architect 1-3 Month Box ETF | $18.8M | 160,622 | New position |
| SCHF | Schwab International Equity ETF | $18.6M | 671,844 | +157,549 shares |
| BSV | Vanguard Short-Term Bond ETF | $16.3M | 208,650 | +85,694 shares |
66 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002024049. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Investment Planning Advisors, Inc. own?
Investment Planning Advisors, Inc. reported 76 ETF positions worth $408.2M in its Form 13F for June 30, 2026. The largest was SPYM, at $53.2M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.