AAPLApple Inc.
What Investment Planning Advisors, Inc. reported holding on Form 13F for the quarter ended Jun 30, 2026.
CIK 2024049 · Filed Jul 23, 2026
Values are as the managers reported them, in dollars.Open the Form 13F on SEC EDGAR
| Security | Shares | Change | Value | Of portfolio |
|---|---|---|---|---|
SPDR SERIES TRUSTST STR P500ETF | 604.9K | New | $53.2M | 12.3% |
INVESCO EXCH TRADED FD TR IIS&P 500 REVENUE | 322.5K | +32.3% | $41.2M | 9.5% |
INVESCO EXCHANGE TRADED FD TS&P500 EQL WGT | 159.6K | +2,119.3% | $34M | 7.9% |
VANGUARD MALVERN FDSCORE BD ETF |
| 402.4K |
| +10.2% |
| $31.1M |
| 7.2% |
VANGUARD INDEX FDSEXTEND MKT ETF | 125.8K | +5.3% | $31M | 7.2% |
INVESCO EXCH TRADED FD TR IINASDAQ 100 ETF | 101.4K | +3.0% | $30.7M | 7.1% |
EA SERIES TRUSTFREEDOM 100 EM | 411.4K | −12.5% | $30M | 6.9% |
EA SERIES TRUSTALPHA ARCH 1-3 | 160.6K | New | $18.8M | 4.4% |
SCHWAB STRATEGIC TRINTL EQTY ETF | 671.8K | +30.6% | $18.6M | 4.3% |
VANGUARD BD INDEX FDSSHORT TRM BOND | 208.7K | +69.7% | $16.3M | 3.8% |
ISHARES TRFLTG RATE NT ETF | 232.2K | +9.7% | $11.9M | 2.7% |
CAPITAL GRP FIXED INCM ETF TCORE PLUS INCM | 343K | +1.9% | $7.6M | 1.8% |
VANGUARD INDEX FDSREAL ESTATE ETF | 65.1K | +9.0% | $6.3M | 1.5% |
SPDR INDEX SHS FDSST STR MSCI GLB | 72.9K | New | $6.2M | 1.4% |
J P MORGAN EXCHANGE TRADED FEQUITY FOCUS ETF | 66K | +0.6% | $5.3M | 1.2% |
SPDR SERIES TRUSTST STR PR SP1500 | 48.3K | New | $4.4M | 1% |
FIRST TR EXCH TRADED FD IIIMANAGD MUN ETF | 77.5K | +1.0% | $4M | 0.9% |
HARRIS OAKMARK ETF TRUSTOAKMARK U S LRG | 122.3K | +0.7% | $3.4M | 0.8% |
CAPITAL GROUP GROWTH ETFSHS CREAT UNIT | 66.4K | New | $3.1M | 0.7% |
J P MORGAN EXCHANGE TRADED FMUNICIPAL ETF | 57.7K | −1.2% | $2.9M | 0.7% |
VANGUARD INTL EQUITY INDEX FTT WRLD ST ETF | 18.2K | +3.8% | $2.9M | 0.7% |
SCM TRUSTSHELTON EQT PRE | 92.1K | +3.0% | $2.6M | 0.6% |
J P MORGAN EXCHANGE TRADED FULTRA SHRT ETF | 50.4K | +213.2% | $2.5M | 0.6% |
SCHWAB STRATEGIC TRMUN BD ETF | 90.6K | −0.3% | $2.3M | 0.5% |
GOLDMAN SACHS ETF TRS&P 500 PREMIUM | 36.1K | +1.7% | $2M | 0.5% |
AAPLApple Inc. | 6.8K | +16.9% | $2M | 0.5% |
ISHARES TRCORE S&P500 ETF | 2.6K | +2.0% | $1.9M | 0.4% |
J P MORGAN EXCHANGE TRADED FHIGH YIELD MUNI | 35.8K | −2.8% | $1.8M | 0.4% |
VANGUARD WORLD FDMEGA GRWTH IND | 18.9K | +398.9% | $1.7M | 0.4% |
CAPITAL GROUP CORE EQUITY ETSHS CREAT UNIT | 35.2K | New | $1.6M | 0.4% |
VANGUARD WORLD FDMEGA CAP INDEX | 5.6K | −96.3% | $1.5M | 0.4% |
DIMENSIONAL ETF TRUSTWORLD EX US CORE | 40.3K | +0.9% | $1.5M | 0.3% |
BERKSHIRE HATHAWAY INC DELCL B NEW | 2.9K | +42.0% | $1.4M | 0.3% |
CAPITAL GROUP INTERNATIONALSHS | 38.7K | +4.5% | $1.4M | 0.3% |
GOOGLAlphabet Inc. | 3.8K | +21.2% | $1.4M | 0.3% |
WRBBerkley W R Corp | 18.4K | +0.0% | $1.3M | 0.3% |
NVDANVIDIA Corp | 6.2K | +46.9% | $1.2M | 0.3% |
VANGUARD SPECIALIZED FUNDSDIV APP ETF | 5.2K | −2.5% | $1.2M | 0.3% |
JPMJPMorgan Chase & Co | 3.7K | +7.0% | $1.2M | 0.3% |
WMTWalmart Inc. | 9.6K | +23.2% | $1.1M | 0.3% |
MSFTMicrosoft Corp | 2.9K | +56.6% | $1.1M | 0.2% |
INVESCO EXCHANGE TRADED FD TS&P 500 GARP ETF | 8.8K | −3.0% | $1.1M | 0.2% |
SCHWAB STRATEGIC TRUS LRG CAP ETF | 35.4K | ±0% | $1M | 0.2% |
ISHARES TRNATIONAL MUN ETF | 9.4K | −15.1% | $1M | 0.2% |
AMZNAmazon Com Inc | 4.2K | +108.6% | $991.5K | 0.2% |
SOSouthern Co | 10.1K | +33.7% | $968.8K | 0.2% |
VANGUARD INDEX FDSTOTAL STK MKT | 2.6K | −0.5% | $964.6K | 0.2% |
FIRST TR EXCHANGE-TRADED FDCAP STRENGTH ETF | 9.6K | −1.9% | $906.1K | 0.2% |
J P MORGAN EXCHANGE TRADED FINCOME ETF | 19.3K | +5.2% | $889.7K | 0.2% |
CAPITAL GROUP GBL GROWTH EQTSHS CREAT UNIT | 20.6K | New | $873.6K | 0.2% |
J P MORGAN EXCHANGE TRADED FNASDAQ EQT PREM | 13.3K | +3.2% | $818.6K | 0.2% |
CAPITAL GROUP GLOBAL EQUITYSHS | 22.2K | −1.2% | $782.5K | 0.2% |
SPDR SERIES TRUSTST STR SP600 SML | 13.1K | New | $757.3K | 0.2% |
SPDR SERIES TRUSTST STR P400MID | 10.8K | New | $727.6K | 0.2% |
VANGUARD WORLD FDUTILITIES ETF | 3.6K | −1.7% | $699.3K | 0.2% |
TSLATesla, Inc. | 1.6K | +0.8% | $690.5K | 0.2% |
BLACKROCK ETF TRUST IIISHA FLEX IN ETF | 13.1K | New | $684.6K | 0.2% |
VANGUARD WORLD FDHEALTH CAR ETF | 2.2K | +39.1% | $655.4K | 0.2% |
EXXON MOBIL CORPCOM | 4.6K | +26.6% | $635K | 0.1% |
LINLinde PLC | 1.2K | +43.2% | $629.6K | 0.1% |
ISHARES TRSHRT NAT MUN ETF | 5.8K | −11.9% | $621.9K | 0.1% |
VANGUARD INDEX FDSMID CAP ETF | 7.4K | +285.6% | $595K | 0.1% |
VICTORY PORTFOLIOS IIVCSHS US SMCP HG | 8K | +3.9% | $527.6K | 0.1% |
ISHARES TRULTRA SHORT DUR | 10.1K | −26.3% | $510.8K | 0.1% |
CAPITAL GROUP INTL FOCUS EQTSHS CREAT UNIT | 14.6K | New | $504.2K | 0.1% |
ISHARES TRPFD AND INCM SEC | 16.3K | +2.4% | $497.3K | 0.1% |
COSTCostco Wholesale Corp | 523 | +34.8% | $489.7K | 0.1% |
FIDELITY MERRIMACK STR TRTOTAL BD ETF | 10.7K | −97.1% | $485.2K | 0.1% |
ALPS ETF TRALERIAN MLP | 9.3K | −0.2% | $484.5K | 0.1% |
JNJJohnson & Johnson | 1.9K | +23.1% | $483.2K | 0.1% |
VANGUARD INDEX FDSSMALL CP ETF | 1.6K | −3.8% | $479.3K | 0.1% |
TSMTaiwan Semiconductor Manufacturing Co Ltd | 998 | New | $476.6K | 0.1% |
VVisa Inc. | 1.4K | +103.4% | $470.4K | 0.1% |
ISHARES TRCORE DIV GRWTH | 6K | +3.1% | $456.1K | 0.1% |
ISHARES TRMSCI USA QLT FCT | 2.1K | −5.3% | $456K | 0.1% |
CATCaterpillar Inc | 428 | +23.7% | $455.4K | 0.1% |
HDHome Depot, Inc. | 1.3K | +23.6% | $449.2K | 0.1% |
PANWPalo Alto Networks Inc | 1.3K | New | $445.4K | 0.1% |
SSGA ACTIVE ETF TRST STR BL LN ETF | 11.1K | New | $445.3K | 0.1% |
SCHWAB STRATEGIC TRUS LCAP GR ETF | 12.3K | +16.8% | $415.9K | 0.1% |
SCHWAB STRATEGIC TRUS AGGREGATE B | 17.9K | −1.2% | $413K | 0.1% |
CRWDCrowdStrike Holdings, Inc. | 526 | New | $401.3K | 0.1% |
VANGUARD WORLD FDINDUSTRIAL ETF | 1.1K | +39.9% | $379.2K | 0.1% |
ISHARES TR7-10 YR TRSY BD | 3.9K | +16.3% | $369.2K | 0.1% |
RNPCohen & Steers Reit & Preferred & Income Fund Inc | 17.1K | +0.8% | $348K | 0.1% |
SELECT SECTOR SPDR TRST STR TECHN ETF | 1.8K | New | $345.1K | 0.1% |
ORCLOracle Corp | 2.3K | +39.0% | $341.6K | 0.1% |
CAPITAL GRP FIXED INCM ETF TUS MULTI-SECTOR | 12.4K | −7.2% | $338K | 0.1% |
CEGConstellation Energy Corp | 1.3K | New | $333.2K | 0.1% |
J P MORGAN EXCHANGE TRADED FHEDG EQU LAD ETF | 4.9K | New | $331.1K | 0.1% |
MCDMcDonald's Corp | 1.2K | −11.6% | $329.1K | 0.1% |
J P MORGAN EXCHANGE TRADED FUS QUALTY FCTR | 4.5K | +0.1% | $327.1K | 0.1% |
QCOMQualcomm Inc | 1.7K | New | $321.5K | 0.1% |
PGRProgressive Corp | 1.5K | +18.7% | $319.6K | 0.1% |
SCHWAB STRATEGIC TRFUNDAMENTAL US L | 10K | ±0% | $310.8K | 0.1% |
SELECT SECTOR SPDR TRST STR CARE ETF | 1.9K | New | $307.3K | 0.1% |
DDominion Energy, Inc | 4.5K | New | $307.2K | 0.1% |
PGPROCTER & GAMBLE Co | 2K | +18.7% | $298.5K | 0.1% |
SPDR SERIES TRUSTST STR AGGRE ETF | 11.5K | New | $294.7K | 0.1% |
KOCoca Cola Co | 3.6K | +2.3% | $289.2K | 0.1% |
CVXChevron Corp | 1.7K | +23.5% | $289K | 0.1% |
UPSUnited Parcel Service Inc | 2.7K | −12.6% | $288.6K | 0.1% |
SCHWAB STRATEGIC TRUS SML CAP ETF | 7.6K | ±0% | $275.9K | 0.1% |
FIRST TR EXCHANGE-TRADED FDNASDAQ CYB ETF | 3K | New | $270.9K | 0.1% |
MAMastercard Inc | 526 | New | $270.1K | 0.1% |
ICEIntercontinental Exchange, Inc. | 2.1K | New | $261.3K | 0.1% |
ISHARES TRUS AER DEF ETF | 1.1K | ±0% | $255.5K | 0.1% |
PEPPepsiCo Inc | 1.9K | +31.6% | $251.4K | 0.1% |
CBChubb Ltd | 721 | New | $245.7K | 0.1% |
IBMInternational Business Machines Corp | 857 | +1.5% | $241.1K | 0.1% |
S&P GLOBAL INCCOM SHS | 581 | New | $236.7K | 0.1% |
SPDR SERIES TRUSTST STR R1K LOWV | 1.3K | New | $235.9K | 0.1% |
AMTAmerican Tower Corp | 1.4K | New | $229.9K | 0.1% |
SPDR SERIES TRUSTST STR NUVEE ETF | 4.8K | New | $220.2K | 0.1% |
SELECT SECTOR SPDR TRST STR FINL ETF | 4K | New | $213.3K | 0.1% |
QNCQuantum eMotion Corp | 48.1K | ±0% | $149.9K | 0.1% |
NAKNorthern Dynasty Minerals Ltd | 10.4K | −12.6% | $20K | 0.1% |
