13F HOLDINGS REPORT
Investment Planning Advisors, Inc.
Quarter ended Q2 2025 · Filed July 21, 2025 · Accession 0002024049-25-000005
Total Value
$283.0M
Positions
79
Other Managers
0
Confidential Omitted
No
Holdings (79)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | J P MORGAN EXCHANGE TRADED F | 46654Q781 | 482,072 | $33.8M | 11.95% |
| 2 | VANGUARD INDEX FDS | 922908652 | 152,545 | $29.4M | 10.39% |
| 3 | CAPITAL GROUP CORE EQUITY ET | 14020V108 | 788,011 | $29.1M | 10.28% |
| 4 | SPDR SERIES TRUST | 78464A854 | 400,023 | $29.1M | 10.28% |
| 5 | FIDELITY MERRIMACK STR TR | 316188309 | 482,517 | $22.1M | 7.80% |
| 6 | CAPITAL GRP FIXED INCM ETF T | 14020Y102 | 841,368 | $18.9M | 6.69% |
| 7 | CAPITAL GROUP GLOBAL EQUITY | 14020R107 | 577,233 | $16.8M | 5.95% |
| 8 | EA SERIES TRUST | 02072L607 | 416,007 | $16.8M | 5.94% |
| 9 | J P MORGAN EXCHANGE TRADED F | 46654Q724 | 203,442 | $12.7M | 4.50% |
| 10 | BLACKROCK ETF TRUST II | BLK | 200,132 | $10.6M | 3.74% |
| 11 | VANGUARD BD INDEX FDS | 921937827 | 92,810 | $7.3M | 2.58% |
| 12 | CAPITAL GROUP GROWTH ETF | 14020G101 | 83,506 | $3.4M | 1.20% |
| 13 | SPDR SERIES TRUST | 78464A805 | 41,241 | $3.1M | 1.09% |
| 14 | FIRST TR EXCH TRADED FD III | 33739N108 | 58,234 | $2.9M | 1.03% |
| 15 | J P MORGAN EXCHANGE TRADED F | 46641Q332 | 50,483 | $2.9M | 1.01% |
| 16 | INVESCO EXCH TRADED FD TR II | IVZ | 24,234 | $2.5M | 0.89% |
| 17 | J P MORGAN EXCHANGE TRADED F | 46641Q647 | 48,645 | $2.4M | 0.85% |
| 18 | VANGUARD INTL EQUITY INDEX F | 922042742 | 14,542 | $1.9M | 0.66% |
| 19 | SCHWAB STRATEGIC TR | 808524649 | 62,039 | $1.6M | 0.55% |
| 20 | J P MORGAN EXCHANGE TRADED F | 46654Q799 | 31,250 | $1.6M | 0.55% |
| 21 | BERKLEY W R CORP | WRB-PH | 20,007 | $1.5M | 0.52% |
| 22 | ISHARES TR | 464288414 | 13,483 | $1.4M | 0.50% |
| 23 | J P MORGAN EXCHANGE TRADED F | 46654Q203 | 25,409 | $1.4M | 0.49% |
| 24 | GOLDMAN SACHS ETF TR | NVGLF | 24,733 | $1.2M | 0.44% |
| 25 | VANGUARD SPECIALIZED FUNDS | 921908844 | 5,465 | $1.1M | 0.40% |
| 26 | VANGUARD WORLD FD | 921910816 | 2,974 | $1.1M | 0.38% |
| 27 | MICROSOFT CORP | MSFT | 2,001 | $995,493 | 0.35% |
| 28 | DIMENSIONAL ETF TRUST | 25434V880 | 33,803 | $992,798 | 0.35% |
| 29 | INVESCO EXCHANGE TRADED FD T | IVZ | 8,852 | $953,308 | 0.34% |
| 30 | J P MORGAN EXCHANGE TRADED F | 46641Q159 | 20,477 | $948,482 | 0.34% |
| 31 | EATON VANCE TAX-MANAGED GLOB | ETN | 107,111 | $926,510 | 0.33% |
| 32 | CAPITAL GROUP INTERNATIONAL | 14021M107 | 27,226 | $896,280 | 0.32% |
| 33 | FIRST TR EXCHANGE-TRADED FD | 33733E104 | 9,275 | $843,031 | 0.30% |
| 34 | VANGUARD INDEX FDS | 922908769 | 2,695 | $819,202 | 0.29% |
| 35 | SPDR SERIES TRUST | 78468R853 | 18,539 | $789,755 | 0.28% |
| 36 | SCHWAB STRATEGIC TR | 808524201 | 30,529 | $746,129 | 0.26% |
| 37 | ISHARES TR | 464288158 | 6,936 | $737,574 | 0.26% |
| 38 | INVESCO EXCHANGE TRADED FD T | IVZ | 3,901 | $708,957 | 0.25% |
| 39 | APPLE INC | AAPL | 3,268 | $670,460 | 0.24% |
| 40 | J P MORGAN EXCHANGE TRADED F | 46641Q837 | 12,924 | $654,991 | 0.23% |
| 41 | ISHARES TR | 464288687 | 21,181 | $649,833 | 0.23% |
| 42 | VANGUARD WORLD FD | 92204A876 | 3,514 | $620,185 | 0.22% |
| 43 | ISHARES TR | 464287200 | 980 | $608,556 | 0.22% |
| 44 | SPDR SERIES TRUST | 78464A847 | 11,189 | $608,442 | 0.22% |
| 45 | CAPITAL GROUP GBL GROWTH EQT | 14020X104 | 18,549 | $592,996 | 0.21% |
| 46 | VICTORY PORTFOLIOS II | 92647N873 | 9,922 | $549,778 | 0.19% |
| 47 | SCHWAB STRATEGIC TR | 808524839 | 22,377 | $520,041 | 0.18% |
| 48 | CAPITAL GRP FIXED INCM ETF T | 14020Y300 | 17,838 | $492,686 | 0.17% |
| 49 | SOUTHERN CO | SOMN | 5,011 | $460,183 | 0.16% |
| 50 | ISHARES TR | 46432F339 | 2,478 | $452,991 | 0.16% |
| 51 | ALPS ETF TR | 00162Q452 | 9,175 | $448,291 | 0.16% |
| 52 | VANGUARD INDEX FDS | 922908629 | 1,532 | $428,560 | 0.15% |
| 53 | NVIDIA CORPORATION | NVDA | 2,712 | $428,501 | 0.15% |
| 54 | JPMORGAN CHASE & CO. | VYLD | 1,458 | $422,561 | 0.15% |
| 55 | SPDR INDEX SHS FDS | 78463X475 | 5,972 | $412,068 | 0.15% |
| 56 | J P MORGAN EXCHANGE TRADED F | 46641Q761 | 6,824 | $409,769 | 0.14% |
| 57 | ISHARES TR | 46434V878 | 7,976 | $404,463 | 0.14% |
| 58 | SSGA ACTIVE ETF TR | 78467V608 | 9,630 | $400,512 | 0.14% |
| 59 | WALMART INC | WMT | 4,070 | $397,965 | 0.14% |
| 60 | SPDR SERIES TRUST | 78468R721 | 8,835 | $394,637 | 0.14% |
| 61 | TESLA INC | TSLA | 1,156 | $367,215 | 0.13% |
| 62 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 749 | $363,842 | 0.13% |
| 63 | COHEN & STEERS REIT & PFD & | 19247X100 | 15,339 | $349,258 | 0.12% |
| 64 | VANGUARD INDEX FDS | 922908751 | 1,250 | $296,297 | 0.10% |
| 65 | SPDR SERIES TRUST | 78464A649 | 11,380 | $291,328 | 0.10% |
| 66 | EATON VANCE TAX-MANAGED BUY- | ETN | 20,925 | $290,230 | 0.10% |
| 67 | ALPHABET INC | GOOG | 1,637 | $288,454 | 0.10% |
| 68 | ISHARES TR | 46434V621 | 4,353 | $278,337 | 0.10% |
| 69 | SCHWAB STRATEGIC TR | 808524607 | 10,345 | $261,734 | 0.09% |
| 70 | SCHWAB STRATEGIC TR | 808524300 | 8,455 | $246,984 | 0.09% |
| 71 | INTERNATIONAL BUSINESS MACHS | INTR | 833 | $245,552 | 0.09% |
| 72 | COCA COLA CO | KO | 3,330 | $235,598 | 0.08% |
| 73 | EXXON MOBIL CORP | XOM | 2,174 | $234,398 | 0.08% |
| 74 | SPDR SERIES TRUST | 78468R804 | 1,300 | $226,993 | 0.08% |
| 75 | SCHWAB STRATEGIC TR | 808524508 | 8,061 | $226,099 | 0.08% |
| 76 | UNITED PARCEL SERVICE INC | UPS | 2,150 | $217,021 | 0.08% |
| 77 | ORACLE CORP | ORCL-PD | 987 | $215,788 | 0.08% |
| 78 | HOME DEPOT INC | HD | 557 | $204,364 | 0.07% |
| 79 | SCHWAB STRATEGIC TR | 808524862 | 8,358 | $203,768 | 0.07% |