Investment Planning Advisors, Inc. has filed a Form 13F-HR disclosing its equity securities holdings as of the close of business on September 30, 2026. The report lists the firm’s total holdings as 117 positions.
The largest position disclosed in the filing is in the SPDR Series Trust State Street SPDR S&P 500 ETF Trust, which holds 30,165,804 shares valued at approximately $12,037,430,000. The firm also holds significant positions in the Vanguard Index Funds S&P 500 ETF Shares (410,585 shares), the Vanguard Total Stock Market ETF (97,252,300 shares), and the Vanguard Extended Market ETF (30,424,896 shares).
Among individual stocks, the firm holds a position in Apple Inc. with 2,400,227 shares, and Microsoft Corporation with 1,618,142 shares. The filing also lists holdings in NVIDIA Corporation (1,605,325 shares), Alphabet Inc. Class A (1,460,094 shares), and Amazon.com Inc. (1,191,616 shares).
The portfolio includes a mix of large-cap technology, consumer staples, and energy companies, as well as various exchange-traded funds (ETFs) tracking broad market indices and specific sectors. The filing was signed by Kenneth Bellavance, the President of Investment Planning Advisors, Inc.
