Investment Planning Advisors
Investment Planning Advisors reported 116 stocks worth $443M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are SPYM (12.8%), RWL (9.8%) and VCRB (8.3%). Compared with Q2 2026, the fund opened new positions in QNDX, XOM and VOO, added to SPYM, RWL and VCRB, trimmed FRDM, CGCP and JPEF and sold out of JMUB, SCMB and JMHI.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  SPYM Spdr Series Trust | $56.6M | 12.8% | 630K | +25K (+4%) | 8 of 8 | |
| 2 |  RWL Invesco Exch Traded FD TR II | $43.2M | 9.8% | 336K | +14K (+4%) | 8 of 8 | |
| 3 |  VCRB Vanguard Malvern Fds | $37M | 8.3% | 502K | +100K (+25%) | 5 of 8 | |
| 4 |  RSP Invesco Exchange Traded FD T | $34.7M | 7.8% | 167K | +7,412 (+5%) | 8 of 8 | |
| 5 |  VXF Vanguard Index Fds | $30.4M | 6.9% | 131K | +5,519 (+4%) | 8 of 8 | |
| 6 |  QNDX Spdr Series Trust | $30.2M | 6.8% | 1.2M | New position | 1 of 8 | |
| 7 |  SCHF Schwab International | $26.2M | 5.9% | 953K | +282K (+42%) | 5 of 8 | |
| 8 |  BOXX EA Series Trust | $23.4M | 5.3% | 197K | +37K (+23%) | 2 of 8 | |
| 9 |  FRDM Freedom 100 Emerging Markets ETF | $22.2M | 5.0% | 318K | −94K (−23%) | 8 of 8 | |
| 10 |  BSV Vanguard Short-Term Bond ETF | $16.9M | 3.8% | 221K | +12K (+6%) | 8 of 8 |
Positions at Sep 30, 2026, as reported. Change is against the fund's Q2 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q2 2026, gone in Q3 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 JMUB J P Morgan Exchange Traded F | $2.9M | 58K |
 SCMB Schwab Strategic TR | $2.3M | 91K |
 JMHI J P Morgan Exchange Traded F | $1.8M | 36K |
 XOM Exxon Mobil Corp | $635K | 4,645 |
 D Dominion Energy Inc | $307K | 4,499 |
🔒 Free account: see all 8.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q3 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Oct 14, 2026 | 13F-HR | Q3 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Investment Planning Advisors 13F FAQ
What does Investment Planning Advisors own?
Investment Planning Advisors reported 116 stocks worth $443M in its 13F filing for Q3 2026, filed Oct 14, 2026. Its largest holdings are SPYM (12.8%), RWL (9.8%) and VCRB (8.3%). The table above lists every position in the filing (the top 10 without an account).
What did Investment Planning Advisors buy and sell in Q3 2026?
Compared with Q2 2026: 7 new positions, 63 added to, 38 trimmed and 8 sold out. New positions include QNDX, XOM and VOO. It sold all of JMUB, SCMB and JMHI.
When will Investment Planning Advisors file its next 13F?
Holdings as of Dec 31, 2026 are due by Feb 15, 2027. The filing appears on this page within minutes of reaching the SEC.
How much is Investment Planning Advisors's portfolio worth?
The Q3 2026 filing reports $443M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.