Investment Planning Advisors, Inc.
Investment Planning Advisors, Inc. reported 118 holdings worth US$432M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 23, 2026
Investment Planning Advisors, Inc. reported 118 holdings worth US$432M as of Jun 30, 2026. Largest: Apple Inc, Berkshire Hathaway Inc. and Alphabet Inc (google) Class C. Filed Jul 23, 2026 (Form 13F).
- Holdings
- 118
- Value as reported
- US$432M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 6,808 | US$1.97M | 0.46% |
| Berkshire Hathaway Inc. | 2,874 | US$1.44M | 0.33% |
| Alphabet Inc (google) Class C | 3,813 | US$1.36M | 0.32% |
| W.r. Berkley Corporation | 18,403 | US$1.3M | 0.30% |
| Nvidia Corporation | 6,240 | US$1.25M | 0.29% |
| Jp Morgan Chase & Co. | 3,743 | US$1.23M | 0.28% |
| Walmart Inc. | 9,567 | US$1.08M | 0.25% |
| Microsoft Corp. | 2,884 | US$1.08M | 0.25% |
| Amazon.com, Inc. | 4,160 | US$992K | 0.23% |
| Southern Company (the) | 10,123 | US$969K | 0.22% |
| Tesla, Inc. | 1,642 | US$690K | 0.16% |
| Exxon Mobil Corporation | 4,645 | US$635K | 0.15% |
| Costco Wholesale Corporation | 523 | US$490K | 0.11% |
| Johnson & Johnson | 1,902 | US$483K | 0.11% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 998 | US$477K | 0.11% |
| Visa Inc. | 1,371 | US$470K | 0.11% |
| Caterpillar, Inc. | 428 | US$455K | 0.11% |
| Home Depot, Inc. (the) | 1,274 | US$449K | 0.10% |
| Palo Alto Networks, Inc. | 1,306 | US$445K | 0.10% |
| Crowdstrike Holdings, Inc. | 526 | US$401K | 0.09% |
| Oracle Corporation | 2,331 | US$342K | 0.08% |
| Constellation Energy Corporation | 1,342 | US$333K | 0.08% |
| Mcdonald's Corporation | 1,217 | US$329K | 0.08% |
| Qualcomm Incorporated | 1,740 | US$321K | 0.07% |
| Progressive Corporation (the) | 1,463 | US$320K | 0.07% |
| Dominion Energy, Inc. | 4,499 | US$307K | 0.07% |
| Procter & Gamble Company (the) | 2,036 | US$299K | 0.07% |
| Coca-cola Company (the) | 3,558 | US$289K | 0.07% |
| Chevron Corporation | 1,744 | US$289K | 0.07% |
| United Parcel Service, Inc. | 2,685 | US$289K | 0.07% |
| Mastercard Incorporated | 526 | US$270K | 0.06% |
| Intercontinental Exchange Inc. | 2,122 | US$261K | 0.06% |
| Pepsico, Inc. | 1,857 | US$251K | 0.06% |
| International Business Machines Corporation | 857 | US$241K | 0.06% |
| American Tower Corporation (reit) | 1,405 | US$230K | 0.05% |
| Quantum Emotion Corp. | 48,058 | US$150K | 0.03% |
| Northern Dynasty Minerals Ltd. | 10,440 | US$20,045 | <0.01% |
| Meta Platforms, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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