DOSSIER · 13F-HR · Q1 2026
Investment Planning Advisors, Inc.
Investment Planning's pension fund based in Boston, MA — $363M in tracked AUM across 107 positions as of Q1 2026.
IP
Investment Planning·Boston, MA·Pension Fund
CIK 0002024049 · last filed Mar 31, 2026
AI Analysis · Q1 2026 · Q1 2026
Portfolio Overview
Investment Planning Advisors, Inc. has reported a significant expansion in assets under management, with the total portfolio value growing by 111.0% from $162.81M to $343.49M for the period ending December 31, 2025. This doubling of assets suggests substantial net capital inflows rather than mere market appreciation, as the broad market indices would not typically double in value over a single quarter. The firm maintains a highly diversified portfolio consisting of 96 hol...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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