Institutional Fund
Investment Planning Advisors, Inc.
Cumming, GACIK 20240495 filings on record
Portfolio Value
$363.20M
Q1 2026
Holdings
107
Reported positions
New Buys
15
Opened this quarter
QoQ Change
+5.7%
from $343.49M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Spdr Series Trust12.2%
- Vanguard World Fd9.9%
- Vanguard Malvern Fds7.8%
- Invesco Exch Traded Fd Tr II7.7%
- Ea Series Trust7.1%
- Vanguard Index Fds6.8%
- Other48.6%
Portfolio Holdings
107 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Spdr Series Trust | 578.2K | $44.26M | 12.2% | +54.1K | Added |
| 2 | Vanguard World Fd | 152.0K | $35.92M | 9.9% | +15.7K | Added |
| 3 | Vanguard Malvern Fds | 365.1K | $28.25M | 7.8% | +74.4K | Added |
| 4 | Invesco Exch Traded Fd Tr II | 243.7K | $28.00M | 7.7% | +77.9K | Added |
| 5 | Ea Series Trust | 470.3K | $25.70M | 7.1% | −88.7K | Reduced |
| 6 | Vanguard Index Fds | 119.5K | $24.59M | 6.8% | +12.6K | Added |
| 7 | Invesco Exch Traded Fd Tr II | 98.5K | $23.40M | 6.4% | +34.8K | Added |
| 8 | Fidelity Merrimack Str Tr | 373.0K | $17.02M | 4.7% | +3.3K | Added |
| 9 | Schwab Strategic Tr | 514.3K | $12.73M | 3.5% | +195.8K | Added |
| 10 | Ishares Tr | 211.8K | $10.79M | 3.0% | +211.8K | New |
97 more holdings on Premium
See this fund's complete portfolio, full position changes, and activity history.
Unlock full portfolio