13F Filings History of Investment Planning Advisors, Inc.

Latest 13F report
Q4 2025 - 20 Jan 2026
Value $
$343,489,072
Signature - Title
Kenneth Bellavance - President
Location
Cumming, GA
Summary
This page shows a list of all the recent 13F filings made by Investment Planning Advisors, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Investment Planning Advisors, Inc. reported 95 stock holdings with total value $343,489,072 as of Q4 2025. Top holdings included SPYM, MGC, FRDM, VCRB, and VXF.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 95 $343,489,072 +$37,076,054 -$18,547,640 +$18,528,414 SPYM, MGC, FRDM, VCRB, VXF 13F-HR 20 Jan 2026, 09:28
Q3 2025 88 $317,976,096 +$121,822,009 -$102,040,266 +$19,781,743 SPLG, VXF, MGC, FRDM, VCRB 13F-HR 21 Oct 2025, 09:51
Q2 2025 79 $282,973,860 +$76,651,450 -$57,169,950 +$19,481,500 JPEF, VXF, CGUS, SPLG, FBND 13F-HR 21 Jul 2025, 10:59
Q1 2025 70 $246,111,649 +$56,188,583 -$33,335,763 +$22,852,820 JPEF, SPLG, VXF, CGUS, CGCP 13F-HR 22 Apr 2025, 17:55
Q4 2024 63 $228,995,317 +$57,832,628 -$32,036,996 +$25,795,632 SPLG, CGCP, CGUS, JPEF, RWL 13F-HR 22 Jan 2025, 17:26
Q3 2024 59 $194,898,025 $0 $0 $0 SPLG, RWL, QQQM, SPGP, CGCP 13F-HR 09 Oct 2024, 18:34
Q2 2024 59 $195,977,007 $0 $0 $0 SPLG, RWL, QQQM, SPGP, CGCP 13F-HR 22 Jul 2024, 13:28