Investment Planning Advisors, Inc.
Investment Planning Advisors, Inc. reported 117 holdings worth US$443M as of Sep 30, 2026 (Form 13F)
As of Sep 30, 2026 · Filed Oct 14, 2026
Investment Planning Advisors, Inc. reported 117 holdings worth US$443M as of Sep 30, 2026. Largest: Apple Inc, Berkshire Hathaway Inc. and Microsoft Corp. Filed Oct 14, 2026 (Form 13F).
- Holdings
- 117
- Value as reported
- US$443M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Apple Inc | 7,201 | US$2.4M | 0.54% |
| Berkshire Hathaway Inc. | 3,487 | US$1.74M | 0.39% |
| Microsoft Corp. | 3,155 | US$1.62M | 0.37% |
| Nvidia Corporation | 7,029 | US$1.61M | 0.36% |
| Alphabet Inc (google) Class C | 4,243 | US$1.46M | 0.33% |
| Jp Morgan Chase & Co. | 3,980 | US$1.32M | 0.30% |
| W.r. Berkley Corporation | 18,653 | US$1.26M | 0.28% |
| Amazon.com, Inc. | 4,783 | US$1.19M | 0.27% |
| Walmart Inc. | 10,760 | US$1.12M | 0.25% |
| Southern Company (the) | 11,465 | US$950K | 0.21% |
| Tesla, Inc. | 1,690 | US$600K | 0.14% |
| Visa Inc. | 1,642 | US$590K | 0.13% |
| Costco Wholesale Corporation | 641 | US$583K | 0.13% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 1,267 | US$578K | 0.13% |
| Johnson & Johnson | 2,155 | US$570K | 0.13% |
| Crowdstrike Holdings, Inc. | 1,997 | US$529K | 0.12% |
| Palo Alto Networks, Inc. | 1,237 | US$492K | 0.11% |
| Chevron Corporation | 2,179 | US$445K | 0.10% |
| Constellation Energy Corporation | 1,717 | US$436K | 0.10% |
| Caterpillar, Inc. | 526 | US$427K | 0.10% |
| Home Depot, Inc. (the) | 1,413 | US$402K | 0.09% |
| Procter & Gamble Company (the) | 2,678 | US$389K | 0.09% |
| Intercontinental Exchange Inc. | 2,551 | US$388K | 0.09% |
| Qualcomm Incorporated | 2,080 | US$383K | 0.09% |
| Mastercard Incorporated | 685 | US$378K | 0.09% |
| Progressive Corporation (the) | 1,784 | US$370K | 0.08% |
| Coca-cola Company (the) | 4,240 | US$365K | 0.08% |
| Oracle Corporation | 2,517 | US$346K | 0.08% |
| Pepsico, Inc. | 2,515 | US$319K | 0.07% |
| Mcdonald's Corporation | 1,368 | US$316K | 0.07% |
| Nextera Energy, Inc. | 3,939 | US$298K | 0.07% |
| American Tower Corporation (reit) | 1,636 | US$268K | 0.06% |
| United Parcel Service, Inc. | 2,592 | US$242K | 0.05% |
| Quantum Emotion Corp. | 48,058 | US$71,126 | 0.02% |
| Northern Dynasty Minerals Ltd. | 10,440 | US$14,303 | <0.01% |
| Dominion Energy, Inc. | 0 | US$0 | 0.00% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| International Business Machines Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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