Institutions / LifePlan Financial, LLC
LifePlan Financial, LLC
CIK 1739485 · Institution · as of Dec 31, 2025
Portfolio value
$130.39M
Positions
86
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 86 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Gold Tr | $11.49M | 8.8% |
| SPDR Series Trust | $9.52M | 7.3% |
| Select Sector SPDR Tr | $8.01M | 6.1% |
| Select Sector SPDR Tr | $6.24M | 4.8% |
| Amplify ETF Tr | $4.59M | 3.5% |
| Vanguard Scottsdale Fds | $4.31M | 3.3% |
| iShares Tr | $2.71M | 2.1% |
| iShares Tr | $2.70M | 2.1% |
| iShares Tr | $2.68M | 2.1% |
| iShares Tr | $2.67M | 2.0% |
| Salesforce Inc | $2.62M | 2.0% |
| Microsoft Corp | $2.58M | 2.0% |
| Alphabet Inc. | $2.49M | 1.9% |
| Select Sector SPDR Tr | $2.21M | 1.7% |
| Medtronic plc | $2.20M | 1.7% |
| Vanguard Scottsdale Fds | $2.17M | 1.7% |
| iShares MSCI UAE ETF | $2.16M | 1.7% |
| NXP Semiconductors N.V. | $2.09M | 1.6% |
| iShares Tr | $2.02M | 1.5% |
| US Bancorp \De | $1.97M | 1.5% |
| CVS HEALTH Corp | $1.85M | 1.4% |
| PayPal Holdings, Inc. | $1.74M | 1.3% |
| Vanguard World Fd | $1.63M | 1.2% |
| iShares Tr | $1.53M | 1.2% |
| Comcast Corp. | $1.40M | 1.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.