Investment Planning Advisors, Inc.

13F Portfolio Filings

Most recent 13F
Q4 2024
Location
Cumming, GA
CIK
0002024049
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2024 63 228,995 SPLG, CGCP, CGUS, JPEF 13F-HR 1/22/2025 000202404925000001
Q3 2024 59 195,977 SPLG, RWL, QQQM, SPGP 13F-HR 10/9/2024 000202404924000004
Q2 2024 59 195,977 SPLG, RWL, QQQM, SPGP 13F-HR 7/22/2024 000202404924000002