Investment Planning Advisors, Inc.

Q4 2025 13F-HR Holdings

Location
Cumming, GA
Holdings as of
12/31/2025
Date filed
1/20/2026
Form type
13F-HR
Num holdings
95
Total value ($000)
$343,489
Net value change ($000)
+25,513 (8.0%)
New positions
11
Sold out positions
4
Turnover %
3.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/21/2025 Next filing: 4/23/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
RSP 14,656 1686.5%
FRDM 6,327 28.3%
OAKM 3,200 NEW
CGCP 2,350 45.3%
SEPI 1,892 NEW
SPYM 1,530 3.8%
VCRB 1,117 5.2%
RWL 1,089 6.1%
SCHWAB STRATEGIC TRUST 1,056 16.0%
MGC 816 2.4%
Top Reduces (Value $000, Stocks/ETFs)
VXF -11,913 -34.8%
JEPI -2,022 -100.0%
QQQM -1,719 -9.6%
ETW -896 -100.0%
JEPQ -549 -44.2%
WRB -242 -15.8%
META -210 -100.0%
USRT -203 -100.0%
PFF -135 -21.8%
ORCL -96 -31.2%
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