Investment Planning Advisors, Inc.
Net buyer this quarter
$432M
46
+$6.74M
14.8%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 FRDM | $30M | 6.95% | Not reported | -12.5% | Q2 2024 |
 BSVN | $16.3M | 3.76% | 2.19% | +69.7% | Q4 2024 |
 CGCP | $7.65M | 1.77% | Not reported | +1.9% | Q2 2024 |
 AAPL | $1.97M | 0.46% | 0.00% | +16.9% | Q2 2024 |
 DFAX | $1.48M | 0.34% | Not reported | +1.0% | Q2 2024 |
 BRK.B | $1.44M | 0.33% | Not reported | +42.0% | Q1 2025 |
 GOOGL | $1.36M | 0.32% | 0.00% | +21.2% | Q2 2024 |
 WRB | $1.3M | 0.30% | 0.01% | 0.0% | Q2 2024 |
 NVDA | $1.25M | 0.29% | 0.00% | +46.9% | Q2 2024 |
 JPM | $1.23M | 0.28% | 0.00% | +7.0% | Q4 2024 |
 WMT | $1.08M | 0.25% | 0.00% | +23.2% | Q4 2024 |
 MSFT | $1.08M | 0.25% | 0.00% | +56.6% | Q2 2024 |
 AMZN | $992K | 0.23% | 0.00% | +108.6% | Q4 2025 |
 SO | $969K | 0.22% | 0.00% | +33.7% | Q2 2024 |
 SPMD | $728K | 0.17% | Not reported | +0.4% | Q2 2024 |
 TSLA | $690K | 0.16% | 0.00% | +0.8% | Q4 2024 |
 XOM | $635K | 0.15% | 0.00% | +26.6% | Q2 2025 |
 LIN | $630K | 0.15% | 0.00% | +43.2% | Q1 2026 |
 COST | $490K | 0.11% | 0.00% | +34.8% | Q4 2025 |
 JNJ | $483K | 0.11% | 0.00% | +23.1% | Q4 2025 |
 TSM | $477K | 0.11% | 0.00% | New | Q2 2026 |
 V | $470K | 0.11% | 0.00% | +103.4% | Q1 2026 |
 CAT | $455K | 0.11% | 0.00% | +23.7% | Q1 2026 |
 HD | $449K | 0.10% | 0.00% | +23.6% | Q2 2025 |
 PANW | $445K | 0.10% | 0.00% | New | Q2 2026 |
 CRWD | $401K | 0.09% | 0.00% | New | Q2 2026 |
 RNP | $348K | 0.08% | Not reported | +0.8% | Q2 2024 |
 ORCL | $342K | 0.08% | 0.00% | +39.0% | Q2 2025 |
 CEG | $333K | 0.08% | 0.00% | New | Q2 2026 |
 MCD | $329K | 0.08% | 0.00% | -11.6% | Q3 2025 |
 QCOM | $321K | 0.07% | 0.00% | New | Q2 2026 |
 PGR | $320K | 0.07% | 0.00% | +18.7% | Q1 2026 |
 D | $307K | 0.07% | 0.00% | New | Q2 2026 |
 PG | $299K | 0.07% | 0.00% | +18.7% | Q4 2025 |
| SPAB | $295K | 0.07% | Not reported | -7.3% | Q2 2024 |
 KO | $289K | 0.07% | 0.00% | +2.3% | Q2 2024 |
 CVX | $289K | 0.07% | 0.00% | +23.5% | Q1 2026 |
 UPS | $289K | 0.07% | 0.00% | -12.6% | Q2 2025 |
 MA | $270K | 0.06% | 0.00% | New | Q2 2026 |
 ICE | $261K | 0.06% | 0.00% | New | Q2 2026 |
 PEP | $251K | 0.06% | 0.00% | +31.6% | Q1 2026 |
 CB | $246K | 0.06% | 0.00% | New | Q2 2026 |
 IBM | $241K | 0.06% | 0.00% | +1.5% | Q1 2025 |
 AMT | $230K | 0.05% | 0.00% | New | Q2 2026 |
 QNC | $150K | 0.03% | 0.02% | Not reported | Q1 2026 |
 NAK | $20K | 0.00% | 0.00% | -12.6% | Q4 2025 |
| Q1 2026 | |||||
| FRDM | $25.7M | 7.08% | Not reported | -15.9% | Q2 2024 |
| BSVN | $9.64M | 2.65% | 1.29% | +13.9% | Q4 2024 |
| CGCP | $7.52M | 2.07% | Not reported | +1.2% | Q2 2024 |
| AAPL | $1.48M | 0.41% | 0.00% | +13.3% | Q2 2024 |
| DFAX | $1.35M | 0.37% | Not reported | +2.3% | Q2 2024 |
| WRB | $1.22M | 0.34% | 0.00% | 0.0% | Q2 2024 |
| JPM | $1.03M | 0.28% | 0.00% | +21.1% | Q4 2024 |
| BRK.B | $970K | 0.27% | Not reported | +60.9% | Q1 2025 |
| WMT | $965K | 0.27% | 0.00% | +11.3% | Q4 2024 |
| GOOGL | $905K | 0.25% | 0.00% | +24.4% | Q2 2024 |
| NVDA | $741K | 0.20% | 0.00% | +30.3% | Q2 2024 |
| SO | $731K | 0.20% | 0.00% | +18.1% | Q2 2024 |
| MSFT | $682K | 0.19% | 0.00% | -20.0% | Q2 2024 |
| SPMD | $635K | 0.17% | Not reported | -0.3% | Q2 2024 |
| XOM | $623K | 0.17% | 0.00% | +24.8% | Q2 2025 |
| TSLA | $606K | 0.17% | 0.00% | -2.9% | Q4 2024 |
| MCD | $428K | 0.12% | 0.00% | +29.3% | Q3 2025 |
| LIN | $420K | 0.12% | 0.00% | New | Q1 2026 |
| AMZN | $415K | 0.11% | 0.00% | +43.4% | Q4 2025 |
| COST | $386K | 0.11% | 0.00% | +48.7% | Q4 2025 |
| JNJ | $378K | 0.10% | 0.00% | +27.2% | Q4 2025 |
| HD | $339K | 0.09% | 0.00% | +32.9% | Q2 2025 |
| RNP | $336K | 0.09% | Not reported | -0.8% | Q2 2024 |
| SPAB | $319K | 0.09% | Not reported | -3.6% | Q2 2024 |
| UPS | $302K | 0.08% | 0.00% | +13.9% | Q2 2025 |
| CVX | $292K | 0.08% | 0.00% | New | Q1 2026 |
 VYM | $282K | 0.08% | Not reported | +1.1% | Q4 2025 |
| KO | $265K | 0.07% | 0.00% | -2.8% | Q2 2024 |
 META | $260K | 0.07% | Not reported | Not reported | Q3 2025 |
| PG | $248K | 0.07% | 0.00% | +11.2% | Q4 2025 |
| ORCL | $247K | 0.07% | 0.00% | +54.0% | Q2 2025 |
| CAT | $245K | 0.07% | 0.00% | New | Q1 2026 |
| PGR | $244K | 0.07% | 0.00% | New | Q1 2026 |
| PEP | $219K | 0.06% | 0.00% | New | Q1 2026 |
| IBM | $204K | 0.06% | 0.00% | +1.1% | Q1 2025 |
| V | $204K | 0.06% | 0.00% | New | Q1 2026 |
| QNC | $110K | 0.03% | 0.02% | New | Q1 2026 |
| NAK | $16.7K | 0.00% | 0.00% | -10.9% | Q4 2025 |
| Q4 2025 | |||||
| FRDM | $28.7M | 8.34% | Not reported | +10.9% | Q2 2024 |
| BSVN | $8.5M | 2.48% | 1.14% | +6.8% | Q4 2024 |
| CGCP | $7.53M | 2.19% | Not reported | +45.9% | Q2 2024 |
| AAPL | $1.4M | 0.41% | 0.00% | +8.4% | Q2 2024 |
| WRB | $1.29M | 0.38% | 0.00% | -8.0% | Q2 2024 |
| DFAX | $1.28M | 0.37% | Not reported | +3.6% | Q2 2024 |
| MSFT | $1.11M | 0.32% | 0.00% | +4.7% | Q2 2024 |
| JPM | $930K | 0.27% | 0.00% | +12.7% | Q4 2024 |
| GOOGL | $792K | 0.23% | 0.00% | +17.4% | Q2 2024 |
| WMT | $777K | 0.23% | 0.00% | +6.3% | Q4 2024 |
| TSLA | $754K | 0.22% | 0.00% | +36.9% | Q4 2024 |
| BRK.B | $632K | 0.18% | Not reported | +23.9% | Q1 2025 |
| SPMD | $623K | 0.18% | Not reported | -3.1% | Q2 2024 |
| NVDA | $608K | 0.18% | 0.00% | +3.0% | Q2 2024 |
| SO | $559K | 0.16% | 0.00% | +4.8% | Q2 2024 |
| XOM | $354K | 0.10% | 0.00% | +4.2% | Q2 2025 |
| RNP | $340K | 0.10% | Not reported | +26.6% | Q2 2024 |
| SPAB | $333K | 0.10% | Not reported | +9.6% | Q2 2024 |
| MCD | $325K | 0.09% | 0.00% | +21.9% | Q3 2025 |
| AMZN | $321K | 0.09% | 0.00% | New | Q4 2025 |
| VYM | $271K | 0.08% | Not reported | New | Q4 2025 |
| UPS | $267K | 0.08% | 0.00% | Not reported | Q2 2025 |
| HD | $267K | 0.08% | 0.00% | +10.5% | Q2 2025 |
| JNJ | $251K | 0.07% | 0.00% | New | Q4 2025 |
| KO | $250K | 0.07% | 0.00% | +7.3% | Q2 2024 |
| IBM | $247K | 0.07% | 0.00% | +0.1% | Q1 2025 |
| COST | $225K | 0.07% | 0.00% | New | Q4 2025 |
| PG | $221K | 0.06% | 0.00% | New | Q4 2025 |
| ORCL | $212K | 0.06% | 0.00% | -0.6% | Q2 2025 |
| NAK | $26.4K | 0.01% | 0.00% | New | Q4 2025 |
| Q3 2025 | |||||
| FRDM | $22.3M | 7.02% | Not reported | +21.2% | Q2 2024 |
| BSVN | $7.97M | 2.51% | 1.07% | +8.9% | Q4 2024 |
| CGCP | $5.18M | 1.63% | Not reported | -72.9% | Q2 2024 |
| WRB | $1.53M | 0.48% | 0.01% | Not reported | Q2 2024 |
| AAPL | $1.21M | 0.38% | 0.00% | +45.2% | Q2 2024 |
| DFAX | $1.18M | 0.37% | Not reported | +11.3% | Q2 2024 |
| MSFT | $1.14M | 0.36% | 0.00% | +9.8% | Q2 2024 |
 ETW | $896K | 0.28% | Not reported | -7.6% | Q2 2024 |
| JPM | $808K | 0.25% | 0.00% | +75.7% | Q4 2024 |
| WMT | $677K | 0.21% | 0.00% | +61.3% | Q4 2024 |
| SPMD | $635K | 0.20% | Not reported | -0.7% | Q2 2024 |
| NVDA | $591K | 0.19% | 0.00% | +16.7% | Q2 2024 |
| SO | $580K | 0.18% | 0.00% | +22.1% | Q2 2024 |
| TSLA | $545K | 0.17% | 0.00% | +6.0% | Q4 2024 |
| GOOGL | $524K | 0.16% | 0.00% | +31.6% | Q2 2024 |
| BRK.B | $510K | 0.16% | Not reported | +35.5% | Q1 2025 |
| XOM | $318K | 0.10% | 0.00% | +29.9% | Q2 2025 |
| ORCL | $308K | 0.10% | 0.00% | +10.9% | Q2 2025 |
| SPAB | $305K | 0.10% | Not reported | +3.6% | Q2 2024 |
| RNP | $304K | 0.10% | Not reported | -11.7% | Q2 2024 |
| HD | $285K | 0.09% | 0.00% | +26.0% | Q2 2025 |
| MCD | $266K | 0.08% | 0.00% | New | Q3 2025 |
| IBM | $235K | 0.07% | 0.00% | +0.1% | Q1 2025 |
| KO | $221K | 0.07% | 0.00% | +0.2% | Q2 2024 |
| META | $210K | 0.07% | Not reported | New | Q3 2025 |
 USRT | $203K | 0.06% | Not reported | New | Q3 2025 |