Investment Planning Advisors, Inc.

Q1 2026 13F-HR Holdings

Location
Cumming, GA
Holdings as of
3/31/2026
Date filed
4/23/2026
Form type
13F-HR
Num holdings
107
Total value ($000)
$363,196
Net value change ($000)
+19,707 (5.7%)
New positions
15
Sold out positions
3
Turnover %
7.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/20/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
FLOT 10,789 NEW
RWL 9,014 47.5%
QQQM 7,303 45.4%
VCRB 5,609 24.8%
VNQ 5,298 NEW
XOP 5,164 NEW
SCHWAB STRATEGIC TRUST 5,072 66.2%
VXF 2,236 10.0%
SPYM 2,213 5.3%
SPGM 1,962 60.5%
Top Reduces (Value $000, Stocks/ETFs)
RSP -14,145 -91.1%
CGUS -12,876 -90.1%
BINC -11,091 -92.0%
FRDM -2,958 -10.3%
MSFT -431 -38.7%
CGGR -397 -12.3%
MUB -378 -24.2%
TLT -304 -100.0%
SCHD -287 -100.0%
JQUA -260 -48.4%
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