Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Investment Planning Advisors, Inc. (CIK 2024049) reported $363.2M across 107 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPLG ($44.3M, 12.19%), MGC ($35.9M, 9.89%), VCRB ($28.2M, 7.78%), RWL ($28.0M, 7.71%), FRDM ($25.7M, 7.08%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPLG | SPDR SERIES TRUST | $44.3M | 12.19% | 578,203 | Added |
| 2 | MGC | VANGUARD WORLD FD | $35.9M | 9.89% | 151,958 | Added |
| 3 | VCRB | VANGUARD MALVERN FDS | $28.2M | 7.78% | 365,078 | Added |
| 4 | RWL | INVESCO EXCH TRADED FD TR II | $28.0M | 7.71% | 243,712 | Added |
| 5 | FRDM | EA SERIES TRUST | $25.7M | 7.08% | 470,311 | Trimmed |
| 6 | VXF | VANGUARD INDEX FDS | $24.6M | 6.77% | 119,471 | Added |
| 7 | QQQM | INVESCO EXCH TRADED FD TR II | $23.4M | 6.44% | 98,485 | Added |
| 8 | FBND | FIDELITY MERRIMACK STR TR | $17.0M | 4.69% | 373,042 | Added |
| 9 | SCHF | SCHWAB STRATEGIC TR | $12.7M | 3.50% | 514,295 | Added |
| 10 | FLOT | ISHARES TR | $10.8M | 2.97% | 211,765 | New |
| 11 | BSV | VANGUARD BD INDEX FDS | $9.6M | 2.65% | 122,956 | Added |
| 12 | CGCP | CAPITAL GRP FIXED INCM ETF T | $7.5M | 2.07% | 336,728 | Added |
| 13 | VNQ | VANGUARD INDEX FDS | $5.3M | 1.46% | 59,726 | New |
| 14 | SPGM | SPDR INDEX SHS FDS | $5.2M | 1.43% | 68,752 | Added |
| 15 | XOP | SPDR SERIES TRUST | $5.2M | 1.42% | 28,402 | New |
| 16 | JPEF | J P MORGAN EXCHANGE TRADED F | $4.7M | 1.30% | 65,573 | Added |
| 17 | SPTM | SPDR SERIES TRUST | $3.9M | 1.07% | 49,062 | Added |
| 18 | FMB | FIRST TR EXCH TRADED FD III | $3.9M | 1.07% | 76,795 | Added |
| 19 | OAKM | HARRIS OAKMARK ETF TRUST | $3.3M | 0.92% | 121,484 | Added |
| 20 | JMUB | J P MORGAN EXCHANGE TRADED F | $2.9M | 0.80% | 58,363 | Added |
| 21 | CGGR | CAPITAL GROUP GROWTH ETF | $2.8M | 0.78% | 70,747 | Trimmed |
| 22 | VT | VANGUARD INTL EQUITY INDEX F | $2.4M | 0.67% | 17,543 | Added |
| 23 | SCMB | SCHWAB STRATEGIC TR | $2.3M | 0.64% | 90,923 | Added |
| 24 | LOANX | SCM TRUST | $2.2M | 0.62% | 89,348 | Added |
| 25 | JMHI | J P MORGAN EXCHANGE TRADED F | $1.8M | 0.51% | 36,871 | Added |
Source: SEC Form 13F filings · as of 2026-03-31