Investment Planning Advisors, Inc.
•CIK: 2024049•Filing: Q4 2025
**Investment Planning Advisors, Inc.** manages $343M across a diversified portfolio of 95 positions. The strategy exhibits significant concentration in technology and growth sectors, highlighted by the top holdings including SPYM at $42.0M and MGC at $34.2M. Further allocations are notable in FRDM ($28.7M) and VCRB ($22.6M), suggesting a focus on high-beta and specialized market segments. This structure indicates a tactical, growth-oriented mandate within the current market cycle.
Total AUM
$343.5M
QoQ Performance
+8.0%
Positions
57
Top 10 Concentration
67.5%
Latest Filing
Q4 2025
Top Holdings Allocation
SPYM
MGC
FRDM
VCRB
VXF
RWL
SPYM12.2%
MGC10.0%
FRDM8.3%
VCRB6.6%
VXF6.5%
RWL5.5%
FBND5.0%
QQQM4.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other96.5%
Technology1.3%
Consumer0.8%
ETF0.5%
Financial0.5%
Utilities0.2%
Energy0.1%
Industrial0.1%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW11 new positions
↑65 increased
↓17 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024