Investment Planning Advisors, Inc.

CUMMING, GA · CIK 2024049 · 13F filing filed 2026-07-23

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Others nearbyCumming, GA

$431.8m reported value +18.9% vs Q1 2026

117positions

70.6%in top 10

14 new 63 added 34 reduced 4 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SPDR SERIES TRUST PORTFOLIO S&P500 SPYM	SPYM	604,935	$53.2m12.31%	12.31%	Added +26.7k	+26,732 4.6%
2	INVESCO EXCH TRADED FD TR II S&P 500 REVENUE RWL	RWL	322,460	$41.2m9.54%	9.54%	Added +78.7k	+78,748 32.3%
3	INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP	RSP	159,611	$34.0m7.86%	7.86%	Added +152.4k	+152,419 2119.3%
4	VANGUARD MALVERN FDS CORE BD ETF VCRB	VCRB	402,406	$31.1m7.20%	7.20%	Added +37.3k	+37,328 10.2%
5	VANGUARD INDEX FDS EXTEND MKT ETF VXF	VXF	125,832	$31.0m7.17%	7.17%	Added +6.4k	+6,361 5.3%
6	INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF QQQM	QQQM	101,440	$30.7m7.12%	7.12%	Added +3.0k	+2,955 3.0%
7	EA SERIES TRUST FREEDOM 100 EM FRDM	FRDM	411,418	$30.0m6.95%	6.95%	Reduced -58.9k	-58,893 -12.5%
8	EA SERIES TRUST ALPHA ARCH 1-3 BOXX	BOXX	160,622	$18.8m4.36%	4.36%	New
9	SCHWAB STRATEGIC TR INTL EQTY ETF SCHF	SCHF	671,844	$18.6m4.31%	4.31%	Added +157.5k	+157,549 30.6%
10	VANGUARD BD INDEX FDS SHORT TRM BOND BSV	BSV	208,650	$16.3m3.76%	3.76%	Added +85.7k	+85,694 69.7%
11	ISHARES TR FLTG RATE NT ETF FLOT	FLOT	232,202	$11.9m2.75%	2.75%	Added +20.4k	+20,437 9.7%
12	CAPITAL GRP FIXED INCM ETF T CORE PLUS INCM CGCP	CGCP	343,021	$7.6m1.77%	1.77%	Added +6.3k	+6,293 1.9%
13	VANGUARD INDEX FDS REAL ESTATE ETF VNQ	VNQ	65,096	$6.3m1.45%	1.45%	Added +5.4k	+5,370 9.0%
14	SPDR INDEX SHS FDS PORTFLI MSCI GBL SPGM	SPGM	72,890	$6.2m1.45%	1.45%	Added +4.1k	+4,138 6.0%
15	J P MORGAN EXCHANGE TRADED F EQUITY FOCUS ETF JPEF	JPEF	65,993	$5.3m1.23%	1.23%	Added +420	+420 0.6%
16	SPDR SERIES TRUST PORTFOLI S&P1500 SPTM	SPTM	48,323	$4.4m1.02%	1.02%	Reduced -739	-739 -1.5%
17	FIRST TR EXCH TRADED FD III MANAGD MUN ETF FMB	FMB	77,540	$4.0m0.92%	0.92%	Added +745	+745 1.0%
18	HARRIS OAKMARK ETF TRUST OAKMARK U S LRG OAKM	OAKM	122,307	$3.4m0.80%	0.80%	Added +823	+823 0.7%
19	CAPITAL GROUP GROWTH ETF SHS CREATION UNI CGGR	CGGR	66,409	$3.1m0.73%	0.73%	Reduced -4.3k	-4,338 -6.1%
20	J P MORGAN EXCHANGE TRADED F MUNICIPAL ETF JMUB	JMUB	57,652	$2.9m0.68%	0.68%	Reduced -711	-711 -1.2%
21	VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF VT	VT	18,206	$2.9m0.66%	0.66%	Added +663	+663 3.8%
22	SCM TRUST SHELTON EQT PRE SEPI	SEPI	92,064	$2.6m0.59%	0.59%	Added +2.7k	+2,716 3.0%
23	J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF JPST	JPST	50,416	$2.5m0.59%	0.59%	Added +34.3k	+34,321 213.2%
24	SCHWAB STRATEGIC TR MUN BD ETF SCMB	SCMB	90,645	$2.3m0.54%	0.54%	Reduced -278	-278 -0.3%
25	GOLDMAN SACHS ETF TR S&P 500 PREMIUM GPIX	GPIX	36,099	$2.0m0.46%	0.46%	Added +596	+596 1.7%
26	APPLE INC COM AAPL	AAPL	6,808	$2.0m0.46%	0.46%	Added +983	+983 16.9%
27	ISHARES TR CORE S&P500 ETF IVV	IVV	2,554	$1.9m0.44%	0.44%	Added +49	+49 2.0%
28	J P MORGAN EXCHANGE TRADED F HIGH YIELD MUNI JMHI	JMHI	35,846	$1.8m0.42%	0.42%	Reduced -1.0k	-1,025 -2.8%
29	VANGUARD WORLD FD MEGA GRWTH IND MGK	MGK	18,882	$1.7m0.38%	0.38%	Reduced -43	-43 -0.2%
30	CAPITAL GROUP CORE EQUITY ET SHS CREATION UNI CGUS	CGUS	35,231	$1.6m0.36%	0.36%	Reduced -1.4k	-1,395 -3.8%
31	VANGUARD WORLD FD MEGA CAP INDEX MGC	MGC	5,558	$1.5m0.35%	0.35%	Reduced -146.4k	-146,400 -96.3%
32	DIMENSIONAL ETF TRUST WORLD EX US CORE DFAX	DFAX	40,252	$1.5m0.34%	0.34%	Added +377	+377 0.9%
33	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	2,874	$1.4m0.33%	0.33%	Added +850	+850 42.0%
34	CAPITAL GROUP INTERNATIONAL SHS CGIE	CGIE	38,689	$1.4m0.33%	0.33%	Added +1.7k	+1,681 4.5%
35	ALPHABET INC CAP STK CL A GOOGL	GOOGL	3,813	$1.4m0.32%	0.32%	Added +667	+667 21.2%
36	BERKLEY W R CORP COM WRB	WRB	18,403	$1.3m0.30%	0.30%	Added +1	+1 0.0%
37	NVIDIA CORPORATION COM NVDA	NVDA	6,240	$1.2m0.29%	0.29%	Added +2.0k	+1,993 46.9%
38	VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG	VIG	5,197	$1.2m0.28%	0.28%	Reduced -135	-135 -2.5%
39	JPMORGAN CHASE & CO COM JPM	JPM	3,743	$1.2m0.28%	0.28%	Added +246	+246 7.0%
40	WALMART INC COM WMT	WMT	9,567	$1.1m0.25%	0.25%	Added +1.8k	+1,801 23.2%
41	MICROSOFT CORP COM MSFT	MSFT	2,884	$1.1m0.25%	0.25%	Added +1.0k	+1,042 56.6%
42	INVESCO EXCHANGE TRADED FD T S&P 500 GARP ETF SPGP	SPGP	8,774	$1.1m0.25%	0.25%	Reduced -272	-272 -3.0%
43	SCHWAB STRATEGIC TR US LRG CAP ETF SCHX	SCHX	35,379	$1.0m0.24%	0.24%	Unchanged
44	ISHARES TR NATIONAL MUN ETF MUB	MUB	9,443	$1.0m0.24%	0.24%	Reduced -1.7k	-1,686 -15.2%
45	AMAZON COM INC COM AMZN	AMZN	4,160	$991.5k0.23%	0.23%	Added +2.2k	+2,166 108.6%
46	SOUTHERN CO COM SO	SO	10,123	$968.8k0.22%	0.22%	Added +2.5k	+2,550 33.7%
47	VANGUARD INDEX FDS TOTAL STK MKT VTI	VTI	2,607	$964.6k0.22%	0.22%	Reduced -13	-13 -0.5%
48	FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF FTCS	FTCS	9,647	$906.1k0.21%	0.21%	Reduced -183	-183 -1.9%
49	J P MORGAN EXCHANGE TRADED F INCOME ETF JPIE	JPIE	19,321	$889.7k0.21%	0.21%	Added +949	+949 5.2%
50	CAPITAL GROUP GBL GROWTH EQT SHS CREATION UNI CGGO	CGGO	20,637	$873.6k0.20%	0.20%	Added +367	+367 1.8%
51	J P MORGAN EXCHANGE TRADED F NASDAQ EQT PREM JEPQ	JEPQ	13,320	$818.6k0.19%	0.19%	Added +418	+418 3.2%
52	CAPITAL GROUP GLOBAL EQUITY SHS CGGE	CGGE	22,204	$782.5k0.18%	0.18%	Reduced -272	-272 -1.2%
53	SPDR SER TR PORTFOLIO S&P600 SPSM	SPSM	13,132	$757.3k0.18%	0.18%	Added +59	+59 0.5%
54	SPDR SERIES TRUST PORTFOLIO S&P400 SPMD	SPMD	10,769	$727.6k0.17%	0.17%	Added +45	+45 0.4%
55	VANGUARD WORLD FD UTILITIES ETF VPU	VPU	3,573	$699.3k0.16%	0.16%	Reduced -60	-60 -1.6%
56	TESLA INC COM TSLA	TSLA	1,642	$690.5k0.16%	0.16%	Added +13	+13 0.8%
57	BLACKROCK ETF TRUST II ISHARES FLEXIBLE BINC	BINC	13,080	$684.6k0.16%	0.16%	Reduced -5.4k	-5,422 -29.3%
58	VANGUARD WORLD FD HEALTH CAR ETF VHT	VHT	2,192	$655.4k0.15%	0.15%	Added +616	+616 39.1%
59	EXXON MOBIL CORP COM XOM	XOM	4,645	$635.0k0.15%	0.15%	Added +975	+975 26.6%
60	LINDE PLC SHS LIN	LIN	1,213	$629.6k0.15%	0.15%	Added +366	+366 43.2%
61	ISHARES TR SHRT NAT MUN ETF SUB	SUB	5,841	$621.9k0.14%	0.14%	Reduced -788	-788 -11.9%
62	VANGUARD INDEX FDS MID CAP ETF VO	VO	7,385	$595.0k0.14%	0.14%	Reduced -275	-275 -3.6%
63	VICTORY PORTFOLIOS II VCSHS US SMCP HG CSB	CSB	8,044	$527.6k0.12%	0.12%	Added +301	+301 3.9%
64	ISHARES TR BLACKROCK ULTRA ICSH	ICSH	10,099	$510.8k0.12%	0.12%	Reduced -3.6k	-3,601 -26.3%
65	CAPITAL GROUP INTL FOCUS EQT SHS CREATION UNI CGXU	CGXU	14,563	$504.2k0.12%	0.12%	Reduced -156	-156 -1.1%
66	ISHARES TR PFD AND INCM SEC PFF	PFF	16,311	$497.3k0.12%	0.12%	Added +385	+385 2.4%
67	COSTCO WHSL CORP NEW COM COST	COST	523	$489.7k0.11%	0.11%	Added +135	+135 34.8%
68	FIDELITY MERRIMACK STR TR TOTAL BD ETF FBND	FBND	10,666	$485.2k0.11%	0.11%	Reduced -362.4k	-362,376 -97.1%
69	ALPS ETF TR ALERIAN MLP AMLP	AMLP	9,345	$484.5k0.11%	0.11%	Reduced -20	-20 -0.2%
70	JOHNSON & JOHNSON COM JNJ	JNJ	1,902	$483.2k0.11%	0.11%	Added +357	+357 23.1%
71	VANGUARD INDEX FDS SMALL CP ETF VB	VB	1,581	$479.3k0.11%	0.11%	Reduced -62	-62 -3.8%
72	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	998	$476.6k0.11%	0.11%	New
73	VISA INC COM CL A V	V	1,371	$470.4k0.11%	0.11%	Added +697	+697 103.4%
74	ISHARES TR CORE DIV GRWTH DGRO	DGRO	6,019	$456.1k0.11%	0.11%	Added +180	+180 3.1%
75	ISHARES TR MSCI USA QLT FCT QUAL	QUAL	2,078	$456.0k0.11%	0.11%	Reduced -117	-117 -5.3%
76	CATERPILLAR INC COM CAT	CAT	428	$455.4k0.11%	0.11%	Added +82	+82 23.7%
77	HOME DEPOT INC COM HD	HD	1,274	$449.2k0.10%	0.10%	Added +243	+243 23.6%
78	PALO ALTO NETWORKS INC COM PANW	PANW	1,306	$445.4k0.10%	0.10%	New
79	SSGA ACTIVE ETF TR BLACKSTONE SENR SRLN	SRLN	11,052	$445.3k0.10%	0.10%	Added +1.2k	+1,192 12.1%
80	SCHWAB STRATEGIC TR US LCAP GR ETF SCHG	SCHG	12,292	$415.9k0.10%	0.10%	Added +1.8k	+1,770 16.8%
81	SCHWAB STRATEGIC TR US AGGREGATE B SCHZ	SCHZ	17,854	$413.0k0.10%	0.10%	Reduced -216	-216 -1.2%
82	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	526	$401.3k0.09%	0.09%	New
83	VANGUARD WORLD FD INDUSTRIAL ETF VIS	VIS	1,052	$379.2k0.09%	0.09%	Added +300	+300 39.9%
84	ISHARES TR 7-10 YR TRSY BD IEF	IEF	3,904	$369.2k0.09%	0.09%	Added +547	+547 16.3%
85	COHEN & STEERS REIT & PFD & COM XRNPX	XRNPX	17,145	$348.0k0.08%	0.08%	Added +131	+131 0.8%
86	SELECT SECTOR SPDR TR TECHNOLOGY XLK	XLK	1,811	$345.1k0.08%	0.08%	Reduced -734	-734 -28.8%
87	ORACLE CORP COM ORCL	ORCL	2,331	$341.6k0.08%	0.08%	Added +654	+654 39.0%
88	CAPITAL GRP FIXED INCM ETF T US MULTI-SECTOR CGMS	CGMS	12,367	$338.0k0.08%	0.08%	Reduced -962	-962 -7.2%
89	CONSTELLATION ENERGY CORP COM CEG	CEG	1,342	$333.2k0.08%	0.08%	New
90	J P MORGAN EXCHANGE TRADED F HEDGED EQUITY LA HELO	HELO	4,900	$331.1k0.08%	0.08%	Added +806	+806 19.7%
91	MCDONALDS CORP COM MCD	MCD	1,217	$329.1k0.08%	0.08%	Reduced -160	-160 -11.6%
92	J P MORGAN EXCHANGE TRADED F US QUALTY FCTR JQUA	JQUA	4,525	$327.1k0.08%	0.08%	Added +6	+6 0.1%
93	QUALCOMM INC COM QCOM	QCOM	1,740	$321.5k0.07%	0.07%	New
94	PROGRESSIVE CORP COM PGR	PGR	1,463	$319.6k0.07%	0.07%	Added +230	+230 18.6%
95	SCHWAB STRATEGIC TR FUNDAMENTAL US L FNDX	FNDX	9,992	$310.8k0.07%	0.07%	Unchanged
96	SELECT SECTOR SPDR TR SBI HEALTHCARE XLV	XLV	1,937	$307.3k0.07%	0.07%	Reduced -1.2k	-1,156 -37.4%
97	DOMINION ENERGY INC COM D	D	4,499	$307.2k0.07%	0.07%	New
98	PROCTER AND GAMBLE CO COM PG	PG	2,036	$298.5k0.07%	0.07%	Added +321	+321 18.7%
99	SPDR SER TR PORTFOLIO AGRGTE SPAB	SPAB	11,549	$294.7k0.07%	0.07%	Reduced -913	-913 -7.3%
100	COCA COLA CO COM KO	KO	3,558	$289.2k0.07%	0.07%	Added +79	+79 2.3%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
SPDR SER TR XOP	XOP	28,402	$5.2m28.4k shares
VANGUARD WHITEHALL FDS VYM	VYM	1,906	$282.3k1.9k shares
META PLATFORMS INC META	META	455	$260.1k455 shares
SELECT SECTOR SPDR TR XLE	XLE	3,520	$215.6k3.5k shares