Holdings
Investment Planning Advisors, Inc.
As of Sep 30, 2026, Investment Planning Advisors, Inc. reported 35 positions worth US$24.5M. Largest: Apple Inc, Berkshire Hathaway Inc. and Microsoft Corp. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 7,201 | US$2.4M | +393 | Sep 30, 2026 |
| Berkshire Hathaway Inc. | 3,487 | US$1.74M | +613 | Sep 30, 2026 |
| Microsoft Corp. | 3,155 | US$1.62M | +271 | Sep 30, 2026 |
| Nvidia Corporation | 7,029 | US$1.61M | +789 | Sep 30, 2026 |
| Alphabet Inc (google) Class C | 4,243 | US$1.46M | +430 | Sep 30, 2026 |
| Jp Morgan Chase & Co. | 3,980 | US$1.32M | +237 | Sep 30, 2026 |
| W.r. Berkley Corporation | 18,653 | US$1.26M | +250 | Sep 30, 2026 |
| Amazon.com, Inc. | 4,783 | US$1.19M | +623 | Sep 30, 2026 |
| Walmart Inc. | 10,760 | US$1.12M | +1,193 | Sep 30, 2026 |
| Southern Company (the) | 11,465 | US$950K | +1,342 | Sep 30, 2026 |