LifePlan Financial, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 20, 2026, for the 2025 Q4 period, LifePlan Financial, LLC held in its portfolio 86 assets valued at $130,394,024 (i.e. $130.39M).
The most valuable assets in the portfolio included: ISHARES GOLD TR ($11.49M), SPDR SERIES TRUST ($9.52M), and SELECT SECTOR SPDR TR ($8.01M).
The chart below shows the top 10 valuable assets, and the table below shows the top 86 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
LifePlan Financial, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES GOLD TR | 141610 | 11494443 | ISHARES NEW |
| SPDR SERIES TRUST | 89196 | 9517213 | PRTFLO S&P500 GW |
| SELECT SECTOR SPDR TR | 103151 | 8012770 | SBI CONS STPLS |
| SELECT SECTOR SPDR TR | 137664 | 6243062 | SBI MATERIALS |
| AMPLIFY ETF TR | 141294 | 4587816 | BLACKSWAN GRWT |
| VANGUARD SCOTTSDALE FDS | 71843 | 4305551 | INTER TERM TREAS |
| ISHARES TR | 115595 | 2705502 | IBONDS DEC 29 |
| ISHARES TR | 122362 | 2700529 | IBONDS DEC 2030 |
| ISHARES TR | 105207 | 2678032 | IBDS DEC28 ETF |
| ISHARES TR | 109919 | 2668833 | IBONDS 27 ETF |
| SALESFORCE INC | 9884 | 2618336 | COM |
| MICROSOFT CORP | 5344 | 2584465 | COM |
| ALPHABET INC | 7950 | 2488350 | CAP STK CL A |
| SELECT SECTOR SPDR TR | 49409 | 2209085 | ENERGY |
| MEDTRONIC PLC | 22926 | 2202272 | SHS |
| VANGUARD SCOTTSDALE FDS | 46158 | 2173119 | MTG-BKD SECS ETF |
| ISHARES TR | 48603 | 2164778 | GNMA BOND ETF |
| NXP SEMICONDUCTORS N V | 9624 | 2088985 | COM |
| ISHARES TR | 83254 | 2017244 | IBONDS DEC2026 |
| US BANCORP DEL | 36969 | 1972639 | COM NEW |
| CVS HEALTH CORP | 23319 | 1850596 | COM |
| PAYPAL HLDGS INC | 29759 | 1737330 | COM |
| VANGUARD WORLD FD | 3947 | 1629203 | MEGA GRWTH IND |
| ISHARES TR | 31999 | 1527315 | CORE 40/60 MODER |
| COMCAST CORP NEW | 46737 | 1396954 | CL A |
| PALO ALTO NETWORKS INC | 7256 | 1336509 | COM |
| VERIZON COMMUNICATIONS INC | 32779 | 1335068 | COM |
| WALMART INC | 11655 | 1298484 | COM |
| AMAZON COM INC | 5524 | 1275050 | COM |
| DUKE ENERGY CORP NEW | 10751 | 1260125 | COM NEW |
| EXPEDIA GROUP INC | 4384 | 1242031 | COM NEW |
| CITIGROUP INC | 10383 | 1211592 | COM NEW |
| GENERAL DYNAMICS CORP | 3574 | 1203223 | COM |
| SCHLUMBERGER LTD | 31319 | 1202036 | COM STK |
| CATERPILLAR INC | 2068 | 1184695 | COM |
| CORTEVA INC | 17354 | 1163239 | COM |
| S&P GLOBAL INC | 2100 | 1097439 | COM |
| AUTODESK INC | 3570 | 1056756 | COM |
| APPLIED MATLS INC | 3960 | 1017680 | COM |
| TERADYNE INC | 5234 | 1013093 | COM |
| VANGUARD SCOTTSDALE FDS | 12503 | 996864 | SHRT TRM CORP BD |
| SCHWAB STRATEGIC TR | 40710 | 992103 | SHT TM US TRES |
| VANGUARD INDEX FDS | 3390 | 983846 | MID CAP ETF |
| ADVANCED MICRO DEVICES INC | 4488 | 961150 | COM |
| HASBRO INC | 11709 | 960138 | COM |
| AMERICAN TOWER CORP NEW | 5415 | 950712 | COM |
| NIKE INC | 14556 | 927363 | CL B |
| APPLE INC | 3243 | 881642 | COM |
| MCDONALDS CORP | 2875 | 878686 | COM |
| TARGET CORP | 8533 | 834101 | COM |
| RTX CORPORATION | 4509 | 826951 | COM |
| SCHWAB STRATEGIC TR | 30294 | 815212 | US LRG CAP ETF |
| JOHNSON & JOHNSON | 3904 | 807933 | COM |
| ISHARES TR | 11162 | 774866 | CORE DIV GRWTH |
| SCHWAB STRATEGIC TR | 26844 | 764517 | US SML CAP ETF |
| MERCK & CO INC | 7136 | 751135 | COM |
| EXXON MOBIL CORP | 6178 | 743461 | COM |
| EMERSON ELEC CO | 5535 | 734605 | COM |
| SCHWAB STRATEGIC TR | 24544 | 673242 | US DIVIDEND EQ |
| ISHARES TR | 29738 | 628959 | IBONDS DEC 2031 |
| DANAHER CORPORATION | 2697 | 617397 | COM |
| SCHWAB STRATEGIC TR | 20180 | 606813 | US MID-CAP ETF |
| QUALCOMM INC | 3477 | 594741 | COM |
| GILEAD SCIENCES INC | 4839 | 593940 | COM |
| MONDELEZ INTL INC | 10928 | 588254 | CL A |
| VANGUARD INTL EQUITY INDEX F | 7603 | 559277 | ALLWRLD EX US |
| EQUIFAX INC | 2459 | 533554 | COM |
| COCA COLA CO | 6477 | 452807 | COM |
| ADOBE INC | 1291 | 451837 | COM |
| COLGATE PALMOLIVE CO | 5027 | 397234 | COM |
| AMERICAN INTL GROUP INC | 4484 | 383585 | COM NEW |
| CHIPOTLE MEXICAN GRILL INC | 9904 | 366448 | COM |
| JOHNSON CTLS INTL PLC | 2810 | 336498 | SHS |
| THERMO FISHER SCIENTIFIC INC | 570 | 330287 | COM |
| BORGWARNER INC | 7180 | 323508 | COM |
| HORMEL FOODS CORP | 13422 | 318101 | COM |
| MOTOROLA SOLUTIONS INC | 823 | 315472 | COM NEW |
| CAPITAL ONE FINL CORP | 1230 | 298103 | COM |
| KENVUE INC | 17250 | 297563 | COM |
| LOCKHEED MARTIN CORP | 605 | 292620 | COM |
| AT&T INC | 10001 | 248425 | COM |
| SPDR GOLD TR | 613 | 242938 | GOLD SHS |
| VENTAS INC | 3013 | 233146 | COM |
| ISHARES TR | 1873 | 225097 | CORE S&P SCP ETF |
| LAM RESEARCH CORP | 1264 | 216372 | COM NEW |
| CONSTELLATION BRANDS INC | 1530 | 211079 | CL A |
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