Investment Planning Advisors, Inc.

Q2 2026 13F-HR Holdings

Location
Cumming, GA
Holdings as of
6/30/2026
Date filed
7/23/2026
Form type
13F-HR
Num holdings
117
Total value ($000)
$431,817
Net value change ($000)
+68,621 (18.9%)
New positions
14
Sold out positions
4
Turnover %
6.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 4/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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 32,581 2360.9%
BOXX 18,807 NEW
RWL 13,193 47.1%
SPYM 8,906 20.1%
QQQM 7,331 31.3%
VXF 6,394 26.0%
SCHWAB STRATEGIC TRUST 5,881 46.2%
FRDM 4,289 16.7%
VCRB 2,829 10.0%
JPST 1,735 212.9%
Top Reduces (Value $000, Stocks/ETFs)
MGC -34,394 -95.8%
FBND -16,533 -97.2%
XOP -5,164 -100.0%
VYM -282 -100.0%
BINC -276 -28.7%
META -260 -100.0%
XLE -216 -100.0%
ICSH -182 -26.3%
MUB -165 -14.0%
XLV -146 -32.2%
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