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DOSSIER · 13F-HR · Q2 2026

Investment Planning Advisors, Inc.

$432M in tracked AUM across 118 positions as of Q2 2026.

IP
CIK 0002024049 · last filed Jun 30, 2026
Total AUM
$432M
as of Q2 2026
Holdings
118
positions
Whale Score
61
61
tracked
Activity
no data
changes this Q

Top 10 holdings

By portfolio weight as of Q2 2026.

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