Investment Planning Advisors, Inc.

Q3 2026 13F-HR Holdings

Location
Cumming, GA
Holdings as of
9/30/2026
Date filed
10/14/2026
Form type
13F-HR
Num holdings
116
Total value ($000)
$443,060
Net value change ($000)
+11,243 (2.6%)
New positions
7
Sold out positions
8
Turnover %
9.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/23/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
SPDR SERIES TRUST 30,166 NEW
SCHWAB STRATEGIC TRUST 7,581 40.7%
VCRB 5,873 18.9%
BOXX 4,555 24.2%
SPYM 3,423 6.4%
RWL 2,035 4.9%
FLOT 1,293 10.9%
EXXONMOBIL HOLDINGS CORP 843 NEW
RSP 783 2.3%
MSFT 542 50.4%
Top Reduces (Value $000, Stocks/ETFs)
QQQM -28,968 -94.3%
FRDM -7,759 -25.9%
FMB -3,656 -91.8%
JMUB -2,920 -100.0%
SCMB -2,340 -100.0%
JMHI -1,815 -100.0%
CGCP -774 -10.1%
XOM -635 -100.0%
VXF -556 -1.8%
D -307 -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