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Disclosed positions
Investment Planning Advisors, Inc.: source evidence dated 2026-07-24T03:59:59.999Z.
- Issuer
- SPDR SERIES TRUST
- Ticker
- SPYM
- Class
- ST STR P500ETF
- Reported value
- $53,161,731
- Reported amount
- 604,935
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0002024049-26-000003Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
| SPDR SERIES TRUST | SPYM | ST STR P500ETF | $53,161,731 | 604,935 | SH | None |
| INVESCO EXCH TRADED FD TR II | RWL | S&P 500 REVENUE | $41,197,521 | 322,460 | SH | None |
| INVESCO EXCHANGE TRADED FD T | RSP | S&P500 EQL WGT | $33,960,521 | 159,611 | SH | None |
| VANGUARD MALVERN FDS | VCRB | CORE BD ETF | $31,078,922 | 402,406 | SH | None |
| VANGUARD INDEX FDS | VXF | EXTEND MKT ETF | $30,981,086 | 125,832 | SH | None |
| INVESCO EXCH TRADED FD TR II | QQQM | NASDAQ 100 ETF | $30,733,151 | 101,440 | SH | None |
| EA SERIES TRUST | FRDM | FREEDOM 100 EM | $29,992,368 | 411,418 | SH | None |
| EA SERIES TRUST | BOXX | ALPHA ARCH 1-3 | $18,807,203 | 160,622 | SH | None |
| SCHWAB STRATEGIC TR | SCHF | INTL EQTY ETF | $18,610,083 | 671,844 | SH | None |
| VANGUARD BD INDEX FDS | BSV | SHORT TRM BOND | $16,255,902 | 208,650 | SH | None |
| ISHARES TR | FLOT | FLTG RATE NT ETF | $11,853,905 | 232,202 | SH | None |
| CAPITAL GRP FIXED INCM ETF T | CGCP | CORE PLUS INCM | $7,645,938 | 343,021 | SH | None |
| VANGUARD INDEX FDS | VNQ | REAL ESTATE ETF | $6,277,250 | 65,096 | SH | None |
| SPDR INDEX SHS FDS | SPGM | ST STR MSCI GLB | $6,244,503 | 72,890 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JPEF | EQUITY FOCUS ETF | $5,301,200 | 65,993 | SH | None |
| SPDR SERIES TRUST | SPTM | ST STR PR SP1500 | $4,387,289 | 48,323 | SH | None |
| FIRST TR EXCH TRADED FD III | FMB | MANAGD MUN ETF | $3,982,999 | 77,540 | SH | None |
| HARRIS OAKMARK ETF TRUST | OAKM | OAKMARK U S LRG | $3,445,388 | 122,307 | SH | None |
| CAPITAL GROUP GROWTH ETF | CGGR | SHS CREAT UNIT | $3,134,505 | 66,409 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JMUB | MUNICIPAL ETF | $2,920,384 | 57,652 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VT | TT WRLD ST ETF | $2,857,366 | 18,206 | SH | None |
| SCM TRUST | SEPI | SHELTON EQT PRE | $2,563,982 | 92,064 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JPST | ULTRA SHRT ETF | $2,549,551 | 50,416 | SH | None |
| SCHWAB STRATEGIC TR | SCMB | MUN BD ETF | $2,340,454 | 90,645 | SH | None |
| GOLDMAN SACHS ETF TR | GPIX | S&P 500 PREMIUM | $2,006,021 | 36,099 | SH | None |
| APPLE INC | AAPL | COM | $1,969,879 | 6,808 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $1,912,352 | 2,554 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JMHI | HIGH YIELD MUNI | $1,814,997 | 35,846 | SH | None |
| VANGUARD WORLD FD | MGK | MEGA GRWTH IND | $1,659,886 | 18,882 | SH | None |
| CAPITAL GROUP CORE EQUITY ET | CGUS | SHS CREAT UNIT | $1,567,079 | 35,231 | SH | None |
| VANGUARD WORLD FD | MGC | MEGA CAP INDEX | $1,520,926 | 5,558 | SH | None |
| DIMENSIONAL ETF TRUST | DFAX | WORLD EX US CORE | $1,482,897 | 40,252 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $1,438,208 | 2,874 | SH | None |
| CAPITAL GROUP INTERNATIONAL | CGIE | SHS | $1,422,981 | 38,689 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $1,362,720 | 3,813 | SH | None |
| BERKLEY W R CORP | WRB | COM | $1,297,932 | 18,403 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $1,248,536 | 6,240 | SH | None |
| VANGUARD SPECIALIZED FUNDS | VIG | DIV APP ETF | $1,229,823 | 5,197 | SH | None |
| JPMORGAN CHASE & CO | JPM | COM | $1,225,086 | 3,743 | SH | None |
| WALMART INC | WMT | COM | $1,083,574 | 9,567 | SH | None |
| MICROSOFT CORP | MSFT | COM | $1,075,818 | 2,884 | SH | None |
| INVESCO EXCHANGE TRADED FD T | SPGP | S&P 500 GARP ETF | $1,072,968 | 8,774 | SH | None |
| SCHWAB STRATEGIC TR | SCHX | US LRG CAP ETF | $1,041,206 | 35,379 | SH | None |
| ISHARES TR | MUB | NATIONAL MUN ETF | $1,016,291 | 9,443 | SH | None |
| AMAZON COM INC | AMZN | COM | $991,527 | 4,160 | SH | None |
| SOUTHERN CO | SO | COM | $968,841 | 10,123 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $964,552 | 2,607 | SH | None |
| FIRST TR EXCHANGE-TRADED FD | FTCS | CAP STRENGTH ETF | $906,055 | 9,647 | SH | None |
| J P MORGAN EXCHANGE TRADED F | JPIE | INCOME ETF | $889,723 | 19,321 | SH | None |
| CAPITAL GROUP GBL GROWTH EQT | CGGO | SHS CREAT UNIT | $873,574 | 20,637 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 1 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.