Investment Planning Advisors, Inc. reported 38 positions worth $26.32M for the quarter ended Sep 30, 2026, up 14.0% on the prior quarter. It opened 1 new position, added to 32, trimmed 3 and exited 2. Its largest holding is Apple Inc. at 9.1% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| BRK-B Berkshire Hathaway Inc | +613 | +21.3% | $305.21K | 6.6% |
| NEE Nextera Energy Inc | +3,939 | – | $298.33K | 1.13% |
| NVDA Nvidia Corp | +789 | +12.6% | $180.20K | 6.1% |
| AMZN Amazon Com Inc | +623 | +15.0% | $155.21K | 4.53% |
| GOOGL Alphabet Inc. | +430 | +11.3% | $147.97K | 5.55% |
| MSFT Microsoft Corp | +271 | +9.4% | $138.99K | 6.15% |
| LIN Linde Plc | +282 | +23.2% | $133.88K | 2.7% |
| AAPL Apple Inc. | +393 | +5.8% | $130.89K | 9.11% |
| WMT Walmart Inc. | +1,193 | +12.5% | $123.97K | 4.25% |
| TSM Taiwan Semiconductor Manufacturing Co Ltd | +269 | +27.0% | $122.72K | 2.2% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| D Dominion Energy, Inc | -4,499 | -100.0% | $307.25K | Exited |
| IBM International Business Machines Corp | -857 | -100.0% | $241.07K | Exited |
| CRWD CrowdStrike Holdings, Inc. | -107 | -5.1% | $28.33K | 2.01% |
| PANW Palo Alto Networks Inc | -69 | -5.3% | $27.42K | 1.87% |
| UPS United Parcel Service Inc | -93 | -3.5% | $8.69K | 0.92% |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| NEE Nextera Energy Inc | +3,939 | $298.33K | 1.13% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | AAPL Apple Inc. | Technology | 7,201 | $2.40M | 9.11% | +393 | +5.8% | Added | 0% |
| 2 | BRK-B Berkshire Hathaway Inc | Financial Services | 3,487 | $1.74M | 6.6% | +613 | +21.3% | Added | 0% |
| 3 | MSFT Microsoft Corp | Technology | 3,155 | $1.62M | 6.15% | +271 | +9.4% | Added | 0% |
| 4 | NVDA Nvidia Corp | Technology | 7,029 | $1.61M | 6.1% | +789 | +12.6% | Added | 0% |
| 5 | GOOGL Alphabet Inc. | Technology | 4,243 | $1.46M | 5.55% | +430 | +11.3% | Added | 0% |
| 6 | JPM Jpmorgan Chase & Co | Financial Services | 3,980 | $1.32M | 5% | +237 | +6.3% | Added | 0% |
| 7 | WRB Berkley W R Corp | Financial Services | 18.7K | $1.26M | 4.79% | +250 | +1.4% | Added | 0% |
| 8 | AMZN Amazon Com Inc | Consumer Discretionary | 4,783 | $1.19M | 4.53% | +623 | +15.0% | Added | 0% |
| 9 | WMT Walmart Inc. | Consumer Staples | 10.8K | $1.12M | 4.25% | +1,193 | +12.5% | Added | 0% |
| 10 | SO Southern Co | Utilities | 11.5K | $950.36K | 3.61% | +1,342 | +13.3% | Added | 0% |
| 11 | XOM ExxonMobil Holdings Corp | Energy | 5,178 | $842.71K | 3.2% | +533 | +11.5% | Added | 0% |
| 12 | LIN Linde Plc | Basic Materials | 1,495 | $709.78K | 2.7% | +282 | +23.2% | Added | 0% |
| 13 | TSLA Tesla, Inc. | Consumer Discretionary | 1,690 | $599.76K | 2.28% | +48 | +2.9% | Added | 0% |
| 14 | V Visa Inc. | Financial Services | 1,642 | $590.16K | 2.24% | +271 | +19.8% | Added | 0% |
| 15 | COST Costco Wholesale Corp | Consumer Staples | 641 | $583.46K | 2.22% | +118 | +22.6% | Added | 0% |
Tip. Select a row to see that position’s full history at Investment Planning Advisors.
As of its Q3 2026 13F filing, Investment Planning Advisors, Inc.’s five largest positions were Apple Inc. (AAPL) at 9.1%, Berkshire Hathaway Inc (BRK-B) at 6.6%, Microsoft Corp (MSFT) at 6.1%, Nvidia Corp (NVDA) at 6.1%, Alphabet Inc. (GOOGL) at 5.5% of the reported portfolio.
Investment Planning Advisors, Inc. reported a 13F portfolio worth $26.32M across 38 positions for Q3 2026. That is up 14.0% from the previous quarter.
Its largest purchases by value were Berkshire Hathaway Inc ($305.21K), Nextera Energy Inc ($298.33K), Nvidia Corp ($180.20K). It opened 1 new positions.
Its largest sales by value were Dominion Energy, Inc ($307.25K), International Business Machines Corp ($241.07K), CrowdStrike Holdings, Inc. ($28.33K). It exited 2 positions entirely.
From the Form 13F-HR reports Investment Planning Advisors, Inc. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.