Investment Planning Advisors, Inc.: 13F holdings
CIK 20240492026Q2
| Positions | 117 |
|---|
| Reported value | $431.8m |
|---|
| Filed | 2026-07-23 |
|---|
Change since last quarter
| Positions | 117 (+10 vs prior quarter) |
|---|
| Reported value | $431.8m (+18.9%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| SPYM SPDR SERIES TRUST | 604,935 | $53.2m | 12.3% |
| RWL INVESCO EXCH TRADED FD TR II | 322,460 | $41.2m | 9.5% |
| RSP INVESCO EXCHANGE TRADED FD T | 159,611 | $34.0m | 7.9% |
| VCRB VANGUARD MALVERN FDS | 402,406 | $31.1m | 7.2% |
| VXF VANGUARD INDEX FDS | 125,832 | $31.0m | 7.2% |
| QQQM INVESCO EXCH TRADED FD TR II | 101,440 | $30.7m | 7.1% |
| FRDM EA SERIES TRUST | 411,418 | $30.0m | 6.9% |
| BOXX EA SERIES TRUST | 160,622 | $18.8m | 4.4% |
| SCHF SCHWAB STRATEGIC TR | 671,844 | $18.6m | 4.3% |
| BSV VANGUARD BD INDEX FDS | 208,650 | $16.3m | 3.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2024049")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples