13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001739485
Total reported value
$142.8M
$142.8M
83 檔
27.2%
In Q3 2025, LifePlan Financial, LLC's U.S. equity holdings reached a combined market value of $142.8M, distributed across 83 disclosed stock positions.
LifePlan Financial, LLC executed strategic sector rebalancing during Q3 2025, establishing 6 new positions while fully exiting 13 holdings and trimming 13 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IAU | Ishares Gold Trust | ETF-Commodities | 8.79% | -1.88% | -5.39% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 7.51% | +0.80% | -3.24% | |
| 3 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 6.17% | -0.08% | +2.59% | |
| 4 | XLB | Ss Materials Select Sector | ETF-Other | 4.66% | -0.22% | +5.46% | |
| 5 | SWAN | Amplify Blckswn Grow Trsry | ETF-Other | 3.60% | +0.04% | +0.03% | |
| 6 | VGIT | Vanguard Intermediate-term T | ETF-Other | 3.39% | -0.14% | +1.87% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.24% | +0.03% | -3.00% | |
| 8 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 2.11% | -0.08% | +1.73% | |
| 9 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 2.11% | -0.08% | +1.96% | |
| 10 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 2.10% | -0.06% | +1.99% | |
| 11 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 2.10% | -0.08% | +38.70% | |
| 12 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 2.09% | -0.52% | +1.98% | |
| 13 | XLE | Ss Energy Select Sector | ETF-Other | 1.81% | -0.43% | -2.82% | |
| 14 | MDT | Medtronic plc | Stock-Healthcare | 1.75% | -0.14% | +1.18% | |
| 15 | CRM | Salesforce Inc | Stock-Tech | 1.72% | -0.60% | +4.63% | |
| 16 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.69% | -0.07% | +2.05% | |
| 17 | GNMA | Ishares Gnma Bond ETF | ETF-Other | 1.69% | -0.06% | +2.23% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.64% | +0.06% | -3.08% | |
| 19 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 1.55% | +0.43% | +15.20% | |
| 20 | PYPL | Paypal Holdings Inc | Stock-Financials | 1.47% | +0.02% | +6.24% | |
| 21 | USB | US Bancorp | Stock-Financials | 1.36% | +0.12% | +5.69% | |
| 22 | CVS | Cvs Health CORP | Stock-Healthcare | 1.34% | +0.45% | +7.76% | |
| 23 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.32% | +0.10% | -7.64% | |
| 24 | AOM | Ishares Core 40/60 Moderate | ETF-Other | 1.24% | -0.09% | -12.89% | |
| 25 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.18% | +0.76% | +12.99% | |
| 26 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.09% | -0.53% | +23.68% | |
| 27 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.02% | -0.09% | +8.59% | |
| 28 | DUK | Duke Energy CORP | Stock-Utilities | 1.00% | -0.09% | +2.09% | |
| 29 | GD | General Dynamics CORP | Stock-Industrials | 0.97% | +0.04% | +6.65% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.96% | +0.10% | +2.05% | |
| 31 | ADSK | Autodesk Inc | Stock-Tech | 0.96% | -0.21% | +5.42% | |
| 32 | WMT | Walmart Inc | Stock-Consumer Staples | 0.96% | — | -0.81% | |
| 33 | C | Citigroup Inc | Stock-Financials | 0.93% | +0.01% | -6.20% | |
| 34 | TER | Teradyne Inc | Stock-Tech | 0.91% | +0.50% | +141.24% | |
| 35 | CTVA | Corteva Inc | Stock-Materials | 0.90% | -0.08% | -4.39% | |
| 36 | CAT | Caterpillar Inc | Stock-Industrials | 0.82% | +0.37% | +148.68% | |
| 37 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.81% | +0.05% | +7.29% | |
| 38 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.81% | +0.04% | -5.66% | |
| 39 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.81% | -0.03% | -2.63% | |
| 40 | SPGI | S&p Global Inc | Stock-Financials | 0.80% | +0.08% | +95.21% | |
| 41 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.80% | -0.03% | -2.43% | |
| 42 | SLB | Slb LTD | Stock-Energy | 0.77% | -0.27% | +8.37% | |
| 43 | EXPE | Expedia Group Inc | Stock-Consumer Disc | 0.76% | -0.02% | +82.20% | |
| 44 | EMR | Emerson Electric Co | Stock-Industrials | 0.76% | -0.50% | EXIT | |
| 45 | HAS | Hasbro Inc | Stock-Consumer Disc | 0.76% | -0.35% | -2.38% | |
| 46 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.73% | -0.38% | -0.03% | |
| 47 | AMD | Advanced Micro Devices | Stock-Tech | 0.68% | +1.14% | -1.33% | |
| 48 | AAPL | Apple Inc | Stock-Tech | 0.67% | -0.34% | -3.40% | |
| 49 | AMAT | Applied Materials Inc | Stock-Tech | 0.67% | -0.47% | -0.02% | |
| 50 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.66% | +0.03% | -6.90% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IBDV | Ishares Ibonds Dec 2030 CORP | +0.9% | +38.70% | Add |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.9% | -3.24% | Trim |
| 3 | NXPI | NXP Semiconductors N.V. | +0.9% | +15.20% | Add |
| 4 | GD | General Dynamics CORP | +0.6% | +6.65% | Add |
| 5 | CAT | Caterpillar Inc | +0.6% | +148.68% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.5% | -3.08% | Trim |
| 7 | MSFT | Microsoft CORP | +0.4% | -3.00% | Trim |
| 8 | TER | Teradyne Inc | +0.4% | +141.24% | Add |
| 9 | HAS | Hasbro Inc | +0.4% | -2.38% | Add |
| 10 | EXPE | Expedia Group Inc | +0.4% | +82.20% | Add |
| 11 | AMT | American Tower CORP | +0.4% | +64.36% | Add |
| 12 | MDLZ | Mondelez International Inc-a | +0.3% | +144.94% | Add |
| 13 | CVS | Cvs Health CORP | +0.2% | +7.76% | Add |
| 14 | AAPL | Apple Inc | +0.2% | -3.40% | Add |
| 15 | XLB | Ss Materials Select Sector | +0.2% | +5.46% | Add |
| 16 | USB | US Bancorp | +0.2% | +5.69% | Add |
| 17 | PYPL | Paypal Holdings Inc | +0.2% | +6.24% | Add |
| 18 | PANW | Palo Alto Networks Inc | +0.2% | +12.99% | Add |
| 19 | AMD | Advanced Micro Devices | +0.1% | -1.33% | Trim |
| 20 | AMZN | Amazon.com Inc | +0.1% | +2.05% | Add |
| 21 | CTVA | Corteva Inc | +0.1% | -4.39% | Add |
| 22 | VZ | Verizon Communications Inc | +0.1% | +23.68% | Add |
| 23 | MGK | Vanguard Mega Cap Growth ETF | +0.1% | -7.64% | Trim |
| 24 | SWAN | Amplify Blckswn Grow Trsry | 0% | +0.03% | Trim |
| 25 | STZ | Constellation Brands Inc-a | -0.2% | -3.38% | Trim |
| 26 | IAU | Ishares Gold Trust | -0.3% | -5.39% | Trim |
| 27 | RTX | Rtx CORP | -0.3% | -8.16% | Trim |
| 28 | T | At&t Inc | -0.3% | -54.68% | Trim |
| 29 | BWA | Borgwarner Inc | -0.4% | -47.46% | Trim |
| 30 | VTR | Ventas Inc | -0.5% | -55.72% | Trim |
| 31 | KHC | Kraft Heinz Co/the | -0.6% | -50.54% | Trim |
| 32 | IBDU | Ishares Ibonds Dec 2029 Term | — | NEW | New buy |
| 33 | IBTJ | Ishares Ibonds Dec 2029 Term | — | EXIT | Sold out |
| 34 | IBDQ | Ishares Ibonds Dec 2025 Term | — | EXIT | Sold out |
| 35 | SPGI | S&p Global Inc | — | NEW | New buy |
| 36 | AMAT | Applied Materials Inc | — | NEW | New buy |
| 37 | TGT | Target CORP | — | NEW | New buy |
| 38 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 39 | DHR | Danaher CORP | — | NEW | New buy |
| 40 | CTSH | Cognizant Tech Solutions-a | — | EXIT | Sold out |
| 41 | BDX | Becton Dickinson And Co | — | EXIT | Sold out |
| 42 | CME | Cme Group Inc | — | EXIT | Sold out |
| 43 | MAS | Masco CORP | — | EXIT | Sold out |
| 44 | TSN | Tyson Foods Inc-cl A | — | EXIT | Sold out |
| 45 | FIS | Fidelity National Info Serv | — | EXIT | Sold out |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | — | EXIT | Sold out |
| 47 | PFE | Pfizer Inc | — | EXIT | Sold out |
| 48 | TFC | Truist Financial CORP | — | EXIT | Sold out |
| 49 | WFC | Wells Fargo & Co | — | EXIT | Sold out |
| 50 | CI | THE Cigna Group | — | 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 83 disclosed positions in Q3 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 27.2% of total reported equity market value during Q3 2025.
Top New Position Initiated
IBDU
市值: $2.7M
Top Position Liquidated / Trimmed
IBTJ
前期市值: $2.6M
During Q3 2025, LifePlan Financial, LLC's top holdings by market value included IAU (8.8%)、SPYG (7.5%)、XLP (6.2%). The largest single position, IAU, represented 8.8% of total portfolio value.
In Q3 2025, LifePlan Financial, LLC made 50 total portfolio adjustments, initiating 6 new buys, adding to 18 positions, trimming 13 holdings, and fully liquidating 13 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.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.