13F Filings History of Investment Planning Advisors, Inc.

Latest 13F report: Q3 2025 - Oct 21, 2025
Value $: $318M
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 88 stock holdings with total value $318M as of Q3 2025. Top holdings included SPLG, VXF, MGC, FRDM, and VCRB.

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Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q3 2025	88	$318M	+$122M	-$102M	+$19.8M	SPLG, VXF, MGC, FRDM, VCRB	13F-HR	10/21/2025, 09:51 AM
Q2 2025	79	$283M	+$76.7M	-$57.2M	+$19.5M	JPEF, VXF, CGUS, SPLG, FBND	13F-HR	7/21/2025, 10:59 AM
Q1 2025	70	$246M	+$56.2M	-$33.3M	+$22.9M	JPEF, SPLG, VXF, CGUS, CGCP	13F-HR	4/22/2025, 05:55 PM
Q4 2024	63	$229M	+$57.8M	-$32M	+$25.8M	SPLG, CGCP, CGUS, JPEF, RWL	13F-HR	1/22/2025, 05:26 PM
Q3 2024	59	$195M	$0	$0		SPLG, RWL, QQQM, SPGP, CGCP	13F-HR	10/9/2024, 06:34 PM
Q2 2024	59	$196M	$0	$0		SPLG, RWL, QQQM, SPGP, CGCP	13F-HR	7/22/2024, 01:28 PM