Investment Planning Advisors, Inc.
All 13F Filings
- Location
- Cumming, GA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 431,817
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 7/23/2026 | 117 | 431,817 | 13F-HR | Investment Planning Advisors, Inc. |
| Q1 2026 | 4/23/2026 | 107 | 363,196 | 13F-HR | Investment Planning Advisors, Inc. |
| Q4 2025 | 1/20/2026 | 95 | 343,489 | 13F-HR | Investment Planning Advisors, Inc. |
| Q3 2025 | 10/21/2025 | 88 | 317,976 | 13F-HR | Investment Planning Advisors, Inc. |
| Q2 2025 | 7/21/2025 | 79 | 282,974 | 13F-HR | Investment Planning Advisors, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 80.7 K | 18.7% | 32.32 K | 0 | 32.32 K |
| ETFs | 323 K | 74.8% | 28.62 K | 0 | 28.62 K |
| Debt | 28.11 K | 6.5% | 7.68 K | 0 | 7.68 K |
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Fund Snapshot
Q2 2026
Latest filed
7/23/2026
Total value ($000)
431,817
Holdings
117
QoQ value change ($000)
68,621
(18.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.