Investment Planning Advisors, Inc.

Q3 2025 13F-HR Holdings

Location
Cumming, GA
Holdings as of
9/30/2025
Date filed
10/21/2025
Form type
13F-HR
Num holdings
88
Total value ($000)
$317,976
Net value change ($000)
+35,002 (12.4%)
New positions
12
Sold out positions
3
Turnover %
26.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/21/2025 Next filing: 1/20/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
MGC 33,407 NEW
VCRB 21,524 NEW
QQQM 17,818 NEW
RWL 15,375 608.4%
SPYM 11,435 39.3%
SCHWAB STRATEGIC TRUST 6,601 NEW
FRDM 5,527 32.9%
VXF 4,867 16.6%
SPGM 2,659 645.4%
BINC 1,021 9.7%
Top Reduces (Value $000, Stocks/ETFs)
JPEF -29,267 -86.6%
CGGE -16,157 -95.9%
CGUS -15,467 -53.1%
CGCP -13,747 -72.6%
HELO -12,465 -97.9%
FBND -5,668 -25.7%
JEPI -848 -29.5%
ETV -290 -100.0%
CGGR -270 -8.0%
SCHM -226 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type