Investment Planning Advisors, Inc. - Q12026 Holdings
Investment Planning Advisors, Inc. holds 107 stocks with a total portfolio value of $ 363.2M as of Q12026. In Q12026, Investment Planning Advisors, Inc. added 15 new positions, increased stakes in 64 stocks, reduced 27 holdings, and fully exited 3 positions. The largest holding is Spdr Series Trust (SPYM), representing 12.19% of the total portfolio.
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