Investment Planning Advisors, Inc. holds a focused book of 117 stocks worth $431.8M as of Q2 2026 (disclosed Jul 23, 2026, a ~45-day 13F lag). This quarter they opened Alpha Architect 1-3 MNTH Box and trimmed Freedom 100 Emeging MRKT ETF. Their largest long position is Ste STR SPDR PT S&P 500 ETF at 12% of the equity book. Cloning the disclosed picks since 2024 would be +29% (+15.2%/yr). That is a simulation of the disclosed long book, not audited returns.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2024049/holdings"
Use Arkolith to show Investment Planning Advisors, Inc.'s latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 5.9 points over this window.
Growth of $10,000 cloning Investment Planning Advisors, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
5% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Investment Planning Advisors, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| LPL Financial LLC | 80 / 80 | $81.6B |
| RAYMOND JAMES FINANCIAL INC | 80 / 80 | $68.1B |
| JPMORGAN CHASE & CO | 79 / 80 | $369.2B |
| ROYAL BANK OF CANADA | 79 / 80 | $128.9B |
| ENVESTNET ASSET MANAGEMENT INC | 79 / 80 | $78.0B |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 79 / 80 | $57.5B |
| COMMONWEALTH EQUITY SERVICES, LLC | 79 / 80 | $18.3B |
| OSAIC HOLDINGS, INC. | 79 / 80 | $16.9B |
Ranked by how many of Investment Planning Advisors, Inc.'s top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | SPDR Series Trust ST STR P500ETF | $53.2M | 604.9K | 12.3% | ▲+4.6% Added · +27K sh | |
| 2 | Invesco Exch Traded FD TR II S&P 500 REVENUE | $41.2M | 322.5K | 9.5% | ▲+32% Added · +79K sh | |
| 3 | Invesco Exchange Traded FD T S&P500 EQL WGT | $34.0M | 159.6K | 7.9% | ▲22× Added · +152K sh | |
| 4 | Vanguard Malvern FDS CORE BD ETF | $31.1M | 402.4K | 7.2% | ▲+10% Added · +37K sh | |
| 5 | Vanguard Index FDS EXTEND MKT ETF | $31.0M | 125.8K | 7.2% | ▲+5.3% Added · +6K sh | |
| 6 | Invesco Exch Traded FD TR II NASDAQ 100 ETF | $30.7M | 101.4K | 7.1% | ▲+3.0% Added · +3K sh | |
| 7 | Ea Series Trust FREEDOM 100 EM | $30.0M | 411.4K | 6.9% | ▼−13% Reduced · −59K sh | |
| 8 | Ea Series Trust ALPHA ARCH 1-3 | $18.8M | 160.6K | 4.4% | ▲New New position | |
| 9 | Schwab Strategic TR INTL EQTY ETF | $18.6M | 671.8K | 4.3% | ▲+31% Added · +158K sh | |
| 10 | Vanguard BD Index FDS SHORT TRM BOND | $16.3M | 208.7K | 3.8% | ▲+70% Added · +86K sh | |
| 11 | Ishares TR FLTG RATE NT ETF | $11.9M | 232.2K | 2.7% | ▲+9.7% Added · +20K sh | |
| 12 | Capital Grp Fixed Incm ETF T CORE PLUS INCM | $7.6M | 343.0K | 1.8% | ▲+1.9% Added · +6K sh | |
| 13 | Vanguard Index FDS REAL ESTATE ETF | $6.3M | 65.1K | 1.5% | ▲+9.0% Added · +5K sh | |
| 14 | SPDR Index SHS FDS ST STR MSCI GLB | $6.2M | 72.9K | 1.4% | ▲+6.0% Added · +4K sh | |
| 15 | J P Morgan Exchange Traded F EQUITY FOCUS ETF | $5.3M | 66.0K | 1.2% | ▲+0.6% Added · +420 sh | |
| 16 | SPDR Series Trust ST STR PR SP1500 | $4.4M | 48.3K | 1.0% | ▼−1.5% Reduced · −739 sh | |
| 17 | First TR Exch Traded FD III MANAGD MUN ETF | $4.0M | 77.5K | 0.9% | ▲+1.0% Added · +745 sh | |
| 18 | Harris Oakmark ETF Trust OAKMARK U S LRG | $3.4M | 122.3K | 0.8% | ▲+0.7% Added · +823 sh | |
| 19 | Capital Group Growth ETF SHS CREAT UNIT | $3.1M | 66.4K | 0.7% | ▼−6.1% Reduced · −4K sh | |
| 20 | J P Morgan Exchange Traded F MUNICIPAL ETF | $2.9M | 57.7K | 0.7% | ▼−1.2% Reduced · −711 sh | |
| 21 | Vanguard Intl Equity Index F TT WRLD ST ETF | $2.9M | 18.2K | 0.7% | ▲+3.8% Added · +663 sh | |
| 22 | SCM Trust SHELTON EQT PRE | $2.6M | 92.1K | 0.6% | ▲+3.0% Added · +3K sh | |
| 23 | J P Morgan Exchange Traded F ULTRA SHRT ETF | $2.5M | 50.4K | 0.6% | ▲+213% Added · +34K sh | |
| 24 | Schwab Strategic TR MUN BD ETF | $2.3M | 90.6K | 0.5% | ▼−0.3% Reduced · −278 sh | |
| 25 | Goldman Sachs ETF TR S&P 500 PREMIUM | $2.0M | 36.1K | 0.5% | ▲+1.7% Added · +596 sh | |
| 26 | Apple Inc COM | $2.0M | 6.8K | 0.5% | ▲+17% Added · +983 sh | |
| 27 | Ishares TR CORE S&P500 ETF | $1.9M | 2.6K | 0.4% | ▲+1.9% Added · +49 sh | |
| 28 | J P Morgan Exchange Traded F HIGH YIELD MUNI | $1.8M | 35.8K | 0.4% | ▼−2.8% Reduced · −1K sh | |
| 29 | Vanguard World FD MEGA GRWTH IND | $1.7M | 18.9K | 0.4% | ▲+399% Added · +15K sh | |
| 30 | Capital Group Core Equity Et SHS CREAT UNIT | $1.6M | 35.2K | 0.4% | ▼−3.8% Reduced · −1K sh | |
| 31 | Vanguard World FD MEGA CAP INDEX | $1.5M | 5.6K | 0.4% | ▼−96% Reduced · −146K sh | |
| 32 | Dimensional ETF Trust WORLD EX US CORE | $1.5M | 40.3K | 0.3% | ▲+0.9% Added · +377 sh | |
| 33 | Berkshire Hathaway Inc Del CL B NEW | $1.4M | 2.9K | 0.3% | ▲+42% Added · +850 sh | |
| 34 | Capital Group International SHS | $1.4M | 38.7K | 0.3% | ▲+4.5% Added · +2K sh | |
| 35 | Alphabet Inc CAP STK CL A | $1.4M | 3.8K | 0.3% | ▲+21% Added · +667 sh | |
| 36 | Berkley W R Corp COM | $1.3M | 18.4K | 0.3% | ▲~0% Added · +1 sh | |
| 37 | Nvidia Corporation COM | $1.2M | 6.2K | 0.3% | ▲+47% Added · +2K sh | |
| 38 | Vanguard Specialized Funds DIV APP ETF | $1.2M | 5.2K | 0.3% | ▼−2.5% Reduced · −135 sh | |
| 39 | JPMorgan Chase & Co COM | $1.2M | 3.7K | 0.3% | ▲+7.0% Added · +246 sh | |
| 40 | Walmart Inc COM | $1.1M | 9.6K | 0.3% | ▲+23% Added · +2K sh | |
| 41 | Microsoft Corp COM | $1.1M | 2.9K | 0.2% | ▲+57% Added · +1K sh | |
| 42 | Invesco Exchange Traded FD T S&P 500 GARP ETF | $1.1M | 8.8K | 0.2% | ▼−3.0% Reduced · −272 sh | |
| 43 | Schwab Strategic TR US LRG CAP ETF | $1.0M | 35.4K | 0.2% | —Held | |
| 44 | Ishares TR NATIONAL MUN ETF | $1.0M | 9.4K | 0.2% | ▼−15% Reduced · −2K sh | |
| 45 | Amazon Com Inc COM | $992K | 4.2K | 0.2% | ▲+109% Added · +2K sh | |
| 46 | Southern Co COM | $969K | 10.1K | 0.2% | ▲+34% Added · +3K sh | |
| 47 | Vanguard Index FDS TOTAL STK MKT | $965K | 2.6K | 0.2% | ▼−0.5% Reduced · −13 sh | |
| 48 | First TR Exchange-Traded FD CAP STRENGTH ETF | $906K | 9.6K | 0.2% | ▼−1.9% Reduced · −183 sh | |
| 49 | J P Morgan Exchange Traded F INCOME ETF | $890K | 19.3K | 0.2% | ▲+5.2% Added · +949 sh | |
| 50 | Capital Group GBL Growth Eqt SHS CREAT UNIT | $874K | 20.6K | 0.2% | ▲+1.8% Added · +367 sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 23, 2026 | 118 | $431.8M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | Apr 23, 2026 | 107 | $363.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 20, 2026 | 96 | $343.5M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 21, 2025 | 88 | $318.0M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 21, 2025 | 79 | $283.0M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 23, 2025 | 70 | $246.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Jan 22, 2025 | 63 | $229.0M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 10, 2024 | 59 | $196.0M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.