Investment Planning Advisors, Inc.
CIK 2024049 · Holdings on Mar 31, 2026 · First reported Apr 23, 2026
Top ten holdings
Q1 2026- SPYM12.19%
- MGC9.89%
- VCRB7.78%
- RWL7.71%
- FRDM7.08%
- VXF6.77%
- QQQM6.44%
- FBND4.69%
- SCHF3.50%
- FLOT2.97%
Share classes counted separately69.02%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- CGUSWeight decreased · -3.77 pp4.16% → 0.39%Shares -318.40K (-89.68%)
- RWLWeight increased · +2.18 pp5.53% → 7.71%Shares +77.85K (+46.94%)
- QQQMWeight increased · +1.75 pp4.69% → 6.44%Shares +34.83K (+54.72%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SPYMSTE STR SPDR PT S&P 500 ETFSTATE STREET SPD View history and evidence | $44.26M | 12.19% | 578.20K shares | 12.24% → 12.19%-0.05 pp +54.11K (+10.32%) | Added | ↗▾ |
| 02 | MGCVNGRD MRNGSTR MG CAP ETF-USDMEGA CAP INDEX View history and evidence | $35.92M | 9.89% | 151.96K shares | 9.96% → 9.89%-0.07 pp +15.70K (+11.53%) | Added | ↗▾ |
| 03 | VCRBVANGUARD CORE BOND ETFCORE BD ETF View history and evidence | $28.25M | 7.78% | 365.08K shares | 6.59% → 7.78%+1.19 pp +74.41K (+25.60%) | Added | ↗▾ |
| 04 | RWLINVESCO S&P 500 REVENUE ETFS&P 500 REVENUE View history and evidence | $28.00M | 7.71% | 243.71K shares | 5.53% → 7.71%+2.18 pp +77.85K (+46.94%) | Added | ↗▾ |
| 05 | FRDMFREEDOM 100 EMEGING MRKT ETFFREEDOM 100 EM View history and evidence | $25.70M | 7.08% | 470.31K shares | 8.34% → 7.08%-1.26 pp -88.71K (-15.87%) | Reduced | ↗▾ |
| 06 | VXFVANGUARD EXTENDED MARKET ETFEXTEND MKT ETF View history and evidence | $24.59M | 6.77% | 119.47K shares | 6.51% → 6.77%+0.26 pp +12.59K (+11.78%) | Added | ↗▾ |
| 07 | QQQMINVESCO NASDAQ 100 ETFNASDAQ 100 ETF View history and evidence | $23.40M | 6.44% | 98.48K shares | 4.69% → 6.44%+1.75 pp +34.83K (+54.72%) | Added | ↗▾ |
| 08 | FBNDFIDELITY TOTAL BOND ETFTOTAL BD ETF View history and evidence | $17.02M | 4.69% | 373.04K shares | 4.96% → 4.69%-0.27 pp +3.33K (+0.90%) | Added | ↗▾ |
| 09 | SCHFSCHWAB INTL EQUITY ETFINTL EQTY ETF View history and evidence | $12.73M | 3.50% | 514.29K shares | 2.23% → 3.50%+1.27 pp +195.80K (+61.48%) | Added | ↗▾ |
| 10 | FLOTISHARES FLOATING RATE BOND EFLTG RATE NT ETF View history and evidence | $10.79M | 2.97% | 211.76K shares | Prior unavailable +211.76K | New | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 3
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| TLT ISHARES 20+ YEAR TREASURY BD | Non-derivative | -3,485 | -$303.72K | SEC filing ↗ | SEC filing ↗ |
| SCHD SCHWAB US DVD EQUITY ETF | Non-derivative | -10,456 | -$286.81K | SEC filing ↗ | SEC filing ↗ |
| SCHO SCHWAB SHORT-TERM US TREAS | Non-derivative | -9,746 | -$237.51K | SEC filing ↗ | SEC filing ↗ |
3 / 3 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2024049 · Period 2026-03-31
Data loaded 2026-09-23 · First reported 2026-04-23
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 363196162
}Research all 107 reported holdings.
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