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CIK: 0001739485
Total reported value
$142.8M
$142.8M
89 檔
25.6%
According to the latest 13F quarterly dataset, LifePlan Financial, LLC managed an equity portfolio of $142.8M at the end of Q2 2025, spanning 89 distinct U.S. exchange-listed positions.
LifePlan Financial, LLC executed strategic sector rebalancing during Q2 2025, establishing 6 new positions while fully exiting 6 holdings and trimming 20 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IAU | Ishares Gold Trust | ETF-Commodities | 8.33% | -1.88% | -8.54% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 7.40% | +0.80% | -1.35% | |
| 3 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 6.50% | -0.08% | -1.08% | |
| 4 | XLB | Ss Materials Select Sector | ETF-Other | 4.52% | -0.22% | +4.22% | |
| 5 | SWAN | Amplify Blckswn Grow Trsry | ETF-Other | 3.58% | +0.04% | -1.54% | |
| 6 | VGIT | Vanguard Intermediate-term T | ETF-Other | 3.47% | -0.14% | -1.37% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.32% | +0.03% | +2.51% | |
| 8 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 2.16% | -0.08% | — | |
| 9 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 2.16% | -0.08% | -1.16% | |
| 10 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 2.15% | -0.06% | -1.05% | |
| 11 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 2.14% | -0.52% | -1.09% | |
| 12 | CRM | Salesforce Inc | Stock-Tech | 1.98% | -0.60% | +5.62% | |
| 13 | XLE | Ss Energy Select Sector | ETF-Other | 1.85% | -0.43% | -2.34% | |
| 14 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.71% | -0.07% | -1.47% | |
| 15 | GNMA | Ishares Gnma Bond ETF | ETF-Other | 1.71% | -0.06% | -1.26% | |
| 16 | MDT | Medtronic plc | Stock-Healthcare | 1.66% | -0.14% | +0.77% | |
| 17 | PYPL | Paypal Holdings Inc | Stock-Financials | 1.60% | +0.02% | +12.73% | |
| 18 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 1.57% | -0.08% | +38.75% | |
| 19 | AOM | Ishares Core 40/60 Moderate | ETF-Other | 1.44% | -0.09% | -0.89% | |
| 20 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.36% | +0.10% | -1.02% | |
| 21 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 1.35% | +0.43% | +77.82% | |
| 22 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.29% | +0.06% | -0.17% | |
| 23 | USB | US Bancorp | Stock-Financials | 1.26% | +0.12% | +5.73% | |
| 24 | CVS | Cvs Health CORP | Stock-Healthcare | 1.19% | +0.45% | +9.86% | |
| 25 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.11% | -0.09% | +4.38% | |
| 26 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.09% | +0.76% | -5.93% | |
| 27 | CTVA | Corteva Inc | Stock-Materials | 1.08% | -0.08% | +24.25% | |
| 28 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.99% | +0.10% | +8.94% | |
| 29 | DUK | Duke Energy CORP | Stock-Utilities | 0.98% | -0.09% | +4.92% | |
| 30 | WMT | Walmart Inc | Stock-Consumer Staples | 0.96% | — | — | |
| 31 | ADSK | Autodesk Inc | Stock-Tech | 0.93% | -0.21% | -9.12% | |
| 32 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.91% | -0.53% | +2.70% | |
| 33 | C | Citigroup Inc | Stock-Financials | 0.87% | +0.01% | -11.31% | |
| 34 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.86% | -0.03% | +1.67% | |
| 35 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.86% | +0.04% | -1.13% | |
| 36 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.85% | -0.03% | +1.31% | |
| 37 | EMR | Emerson Electric Co | Stock-Industrials | 0.85% | -0.50% | EXIT | |
| 38 | GD | General Dynamics CORP | Stock-Industrials | 0.81% | +0.04% | +111.55% | |
| 39 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.81% | +0.05% | -0.09% | |
| 40 | HAS | Hasbro Inc | Stock-Consumer Disc | 0.79% | -0.35% | +110.19% | |
| 41 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.74% | -0.38% | -2.09% | |
| 42 | SLB | Slb LTD | Stock-Energy | 0.73% | -0.27% | +12.19% | |
| 43 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.69% | +0.03% | -0.37% | |
| 44 | BWA | Borgwarner Inc | Stock-Consumer Disc | 0.67% | — | -30.62% | |
| 45 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.64% | — | -0.33% | |
| 46 | AMD | Advanced Micro Devices | Stock-Tech | 0.63% | +1.14% | -10.68% | |
| 47 | AMAT | Applied Materials Inc | Stock-Tech | 0.63% | -0.47% | — | |
| 48 | RTX | Rtx CORP | Stock-Industrials | 0.61% | -0.12% | -36.97% | |
| 49 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.61% | +0.08% | +0.09% | |
| 50 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.60% | — | -45.31% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IBDU | Ishares Ibonds Dec 2029 Term | +2.2% | NEW | New buy |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.7% | -1.35% | Trim |
| 3 | NXPI | NXP Semiconductors N.V. | +0.7% | +77.82% | Add |
| 4 | AMAT | Applied Materials Inc | +0.6% | NEW | New buy |
| 5 | MSFT | Microsoft CORP | +0.5% | +2.51% | Add |
| 6 | HAS | Hasbro Inc | +0.5% | +110.19% | Add |
| 7 | SPGI | S&p Global Inc | +0.5% | NEW | New buy |
| 8 | DHR | Danaher CORP | +0.4% | NEW | New buy |
| 9 | GD | General Dynamics CORP | +0.4% | +111.55% | Add |
| 10 | IBDV | Ishares Ibonds Dec 2030 CORP | +0.4% | +38.75% | Add |
| 11 | TGT | Target CORP | +0.4% | NEW | New buy |
| 12 | CTVA | Corteva Inc | +0.3% | +24.25% | Add |
| 13 | PYPL | Paypal Holdings Inc | +0.3% | +12.73% | Add |
| 14 | AMT | American Tower CORP | +0.2% | +101.57% | Add |
| 15 | EMR | Emerson Electric Co | +0.2% | +12.88% | Add |
| 16 | IJR | Ishares Core S&p Small-cap E | +0.2% | NEW | New buy |
| 17 | AMZN | Amazon.com Inc | +0.2% | +8.94% | Add |
| 18 | MGK | Vanguard Mega Cap Growth ETF | +0.1% | -1.02% | Trim |
| 19 | AAPL | Apple Inc | +0.1% | +45.56% | Add |
| 20 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.17% | Trim |
| 21 | USB | US Bancorp | +0.1% | +5.73% | Add |
| 22 | AMD | Advanced Micro Devices | +0.1% | -10.68% | Trim |
| 23 | CVS | Cvs Health CORP | +0.1% | +9.86% | Add |
| 24 | PANW | Palo Alto Networks Inc | +0.1% | -5.93% | Trim |
| 25 | WMT | Walmart Inc | +0.1% | — | Unchanged |
| 26 | COF | Capital One Financial CORP | +0.1% | +17.04% | Add |
| 27 | XLB | Ss Materials Select Sector | +0.1% | +4.22% | Add |
| 28 | NKE | Nike Inc -cl B | +0.1% | -0.09% | Trim |
| 29 | CRM | Salesforce Inc | 0% | +5.62% | Add |
| 30 | SWAN | Amplify Blckswn Grow Trsry | 0% | -1.54% | Trim |
| 31 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -16.49% | Trim |
| 32 | SLB | Slb LTD | -0.1% | +12.19% | Add |
| 33 | BDX | Becton Dickinson And Co | -0.1% | -3.91% | Trim |
| 34 | STZ | Constellation Brands Inc-a | -0.1% | -11.51% | Trim |
| 35 | GILD | Gilead Sciences Inc | -0.2% | -17.91% | Trim |
| 36 | GLW | Corning Inc | -0.2% | EXIT | Sold out |
| 37 | SWKS | Skyworks Solutions Inc | -0.2% | EXIT | Sold out |
| 38 | BWA | Borgwarner Inc | -0.2% | -30.62% | Trim |
| 39 | TFC | Truist Financial CORP | -0.2% | EXIT | Sold out |
| 40 | TER | Teradyne Inc | -0.2% | -47.72% | Trim |
| 41 | PFE | Pfizer Inc | -0.3% | EXIT | Sold out |
| 42 | FIS | Fidelity National Info Serv | -0.3% | EXIT | Sold out |
| 43 | RTX | Rtx CORP | -0.3% | -36.97% | Trim |
| 44 | VTR | Ventas Inc | -0.3% | -37.96% | Trim |
| 45 | XLE | Ss Energy Select Sector | -0.3% | -2.34% | Trim |
| 46 | KHC | Kraft Heinz Co/the | -0.4% | -30.41% | Trim |
| 47 | XLP | Ss Consumer Staples Sel Sect | -0.5% | -1.08% | Trim |
| 48 | IBDQ | Ishares Ibonds Dec 2025 Term | -0.6% | -45.31% | Trim |
| 49 | IAU | Ishares Gold Trust | -0.7% | -8.54% | Trim |
| 50 | IBTJ | Ishares Ibonds Dec 2029 Term | -2.3% | EXIT | Sold out |
According to official SEC Form 13F filings, LifePlan Financial, LLC reported a total U.S. public equity portfolio value of $142.8M across 89 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IAU, SPYG, XLP) accounted for 25.6% of total reported equity market value during Q2 2025.
Top New Position Initiated
IBDU
市值: $2.6M
Top Position Liquidated / Trimmed
IBTJ
前期市值: $2.6M
During Q2 2025, LifePlan Financial, LLC's top holdings by market value included IAU (8.3%)、SPYG (7.4%)、XLP (6.5%). The largest single position, IAU, represented 8.3% of total portfolio value.
In Q2 2025, LifePlan Financial, LLC made 49 total portfolio adjustments, initiating 6 new buys, adding to 17 positions, trimming 20 holdings, and fully liquidating 6 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
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