Kenneth Bellavance

Investment Planning Advisors, Inc.

Assets Managed

$431.817M

Holdings

117

Last Quarter

2026 - Q2

Filed Date

4d ago

Growth Rate

18.9%(2Q avg: 12.32%)

Sustained Growth

7 quarters

Portfolio positions

This chart displays the top 10 holdings in Investment Planning Advisors, Inc.'s 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 117 positions.

Assets under management

The assets under management (AUM) of Investment Planning Advisors, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 7 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 431.817M in assets, with a quarterly growth rate of 18.9% and a 2-quarter average growth rate of 12.32%. The portfolio is managed by Kenneth Bellavance, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
SPLG Spdr Portfolio S&p 500 Etf Recent Activity Increased 4.63%	12.32%	$53.162M 604,935 shares@ $87.89 avg price	Increased 4.63%
RWL Invesco S&p 500 Revenue Etf Recent Activity Increased 32.32%	9.55%	$41.198M 322,460 shares@ $127.77 avg price	Increased 32.32%
RSP Invesco S&p 500 Equal Weight Recent Activity Increased 2119.29%	7.87%	$33.961M 159,611 shares@ $212.78 avg price	Increased 2119.29%
VCRB Vanguard Core Bond Etf Recent Activity Increased 10.23%	7.2%	$31.079M 402,406 shares@ $77.24 avg price	Increased 10.23%
VXF Vanguard Extended Market Etf Recent Activity Increased 5.33%	7.18%	$30.981M 125,832 shares@ $246.21 avg price	Increased 5.33%
QQQM Invesco Nasdaq 100 Etf Recent Activity Increased 3.01%	7.12%	$30.733M 101,440 shares@ $302.97 avg price	Increased 3.01%
FRDM Freedom 100 Emeging Mrkt Etf Recent Activity Decreased -12.52%	6.95%	$29.992M 411,418 shares@ $72.9 avg price	Decreased -12.52%
BOXX Alpha Architect 1-3 Mnth Box Recent Activity New Position	4.36%	$18.807M 160,622 shares@ $117.09 avg price	New Position
SCHF Schwab Intl Equity Etf Recent Activity Increased 30.64%	4.31%	$18.61M 671,844 shares@ $27.71 avg price	Increased 30.64%
BSV Vanguard Short-term Bond Etf Recent Activity Increased 69.7%	3.77%	$16.256M 208,650 shares@ $77.91 avg price	Increased 69.7%

1-10 of 117