account_balance
Investment manager · 13F filer · SEC CIK 2024049
Investment Planning Advisors, Inc.
Reported value$443Mas of Sep 30, 2026
Positions116 6 new, 7 sold out
Top 10 weight72.4%SPYM alone is 13%
FiledOct 1414 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SPYMSPDR Series Trust
12.8%Added +4%
RWLInvesco Exch Traded Fd Tr II
9.8%Added +4%
VCRBVanguard Malvern FDS
8.3%Added +25%
RSPInvesco Exchange Traded Fd T
7.8%Added +5%
VXFVanguard Index FDS
6.9%Added +4%
QNDXSPDR Series Trust
6.8%New
SCHFSchwab Strategic Tr
5.9%Added +42%
BOXXEa Series Trust
5.3%Added +23%
FRDMEa Series Trust
5.0%Trimmed −23%
BSVVanguard Bd Index FDS
3.8%+6%
FLOTiShares Tr
3.0%Added +11%
CGCP1.6%
SPYMSPDR Series Trust
12.8%Added +4%
RWLInvesco Exch Traded Fd Tr II
9.8%Added +4%
VCRBVanguard Malvern FDS
8.3%Added +25%
RSPInvesco Exchange Traded Fd T
7.8%Added +5%
VXFVanguard Index FDS
6.9%+4%
QNDXSPDR Series Trust
6.8%
SCHFSchwab Strategic Tr
5.9%
BOXXEa Series Trust
5.3%
FRDMEa Series Trust
5.0%
BSVVanguard Bd Index FDS
3.8%
FLOT3.0%
CGCP
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPYM SPDR Series Trust 12.8% Added +4%
RWL Invesco Exch Traded Fd Tr II 9.8% Added +4%
VCRB Vanguard Malvern FDS 8.3% Added +25%
RSP Invesco Exchange Traded Fd T 7.8% Added +5%
VXF Vanguard Index FDS 6.9% Added +4%
QNDX SPDR Series Trust 6.8% New
SCHF Schwab Strategic Tr 5.9% Added +42%
BOXX Ea Series Trust 5.3% Added +23%
FRDM Ea Series Trust 5.0% Trimmed −23%
BSV Vanguard Bd Index FDS 3.8% Added +6%
FLOT iShares Tr 3.0% Added +11%
CGCP Capital GRP Fixed Incm ETF T 1.6% Trimmed −5%
What changed
Biggest moves since Jun 30, 2026
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