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Investment Planning Advisors, Inc.
Investment Planning Advisors, Inc. is a registered investment adviser headquartered in Cumming, Georgia. The firm specializes in providing financial planning and investment management services to individuals, families, and businesses. Incorporated in Georgia, it focuses on personalized advisory services and serves clients seeking long-term wealth management solutions.
Investment Strategy
Investment Planning Advisors, Inc. delivers tailored investment strategies emphasizing long-term growth, preservation of capital, and alignment with each client's financial objectives and risk tolerance. Their strategies typically involve diversified portfolios designed to meet the unique needs of their clients through comprehensive financial planning and ongoing management.
Latest 13F Filing Activity
Investment Planning Advisors, Inc. filed their most recent 13F report on Sep 30, 2025 disclosing 88 equity positions with a total 13F market value of $318M. The fund increased holdings in Vanguard World FD, Vanguard Malvern FDS, Invesco Exch Traded FD TR II among other positions. Investment Planning Advisors, Inc. reduced exposure to J P Morgan Exchange Traded F, Capital Group Global Equity, Capital Group Core Equity Et among others.
Top Holdings
Equity Positions (88)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPLG | SPDR SERIES TRUST | 12.74% | $40.5M | 517,140 | $68.09 | $78.34 | +$11.4M |
V VXF | VANGUARD INDEX FDS | 10.78% | $34.3M | 163,676 | $178.23 | $209.34 | +$4.9M |
M MGC | VANGUARD WORLD FD | 10.51% | $33.4M | 136,865 | $244.09 | $244.09 | +$33.4M |
F FRDM | EA SERIES TRUST | 7.02% | $22.3M | 504,048 | $39.00 | $44.31 | +$5.5M |
V VCRB | VANGUARD MALVERN FDS | 6.77% | $21.5M | 274,509 | $78.41 | $78.41 | +$21.5M |
Industry Allocation
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