Investment Planning Advisors, Inc. - Q42025 Holdings

Investment Planning Advisors, Inc. holds 95 stocks with a total portfolio value of $ 343.49M as of Q42025. In Q42025, Investment Planning Advisors, Inc. added 11 new positions, increased stakes in 65 stocks, reduced 17 holdings, and fully exited 4 positions. The largest holding is Spdr Series Trust (SPYM), representing 12.24% of the total portfolio.