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CIK: 0001739485
Total reported value
$141.3M
$141.3M
83 檔
27.5%
In Q3 2025, LifePlan Financial, LLC's U.S. equity holdings reached a combined market value of $141.3M, distributed across 83 disclosed stock positions.
LifePlan Financial, LLC executed strategic sector rebalancing during Q3 2025, establishing 9 new positions while fully exiting 15 holdings and trimming 37 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IAU | Ishares Gold Trust | ETF-Commodities | 8.79% | +0.29% | -5.39% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 7.51% | +0.30% | -3.24% | |
| 3 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 6.17% | +0.17% | +2.59% | |
| 4 | XLB | Ss Materials Select Sector | ETF-Other | 4.66% | -0.11% | +5.46% | |
| 5 | SWAN | Amplify Blckswn Grow Trsry | ETF-Other | 3.60% | -0.10% | +0.03% | |
| 6 | VGIT | Vanguard Intermediate-term T | ETF-Other | 3.39% | -0.02% | +1.87% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 2.24% | +1.24% | -3.00% | |
| 8 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 2.11% | +0.02% | +1.73% | |
| 9 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 2.11% | +0.04% | +1.96% | |
| 10 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 2.10% | -0.01% | +1.99% | |
| 11 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 2.10% | +0.01% | +38.70% | |
| 12 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 2.09% | -0.46% | EXIT | |
| 13 | XLE | Ss Energy Select Sector | ETF-Other | 1.81% | +0.39% | -2.82% | |
| 14 | MDT | Medtronic plc | Stock-Healthcare | 1.75% | -0.25% | +1.18% | |
| 15 | CRM | Salesforce Inc | Stock-Tech | 1.72% | +0.06% | +4.63% | |
| 16 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.69% | -0.04% | +2.05% | |
| 17 | GNMA | Ishares Gnma Bond ETF | ETF-Other | 1.69% | -0.05% | +2.23% | |
| 18 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.64% | -0.17% | -3.08% | |
| 19 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 1.55% | -0.30% | +15.20% | |
| 20 | PYPL | Paypal Holdings Inc | Stock-Financials | 1.47% | -0.03% | +6.24% | |
| 21 | USB | US Bancorp | Stock-Financials | 1.36% | -0.13% | +5.69% | |
| 22 | CVS | Cvs Health CORP | Stock-Healthcare | 1.34% | -0.37% | +7.76% | |
| 23 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.32% | +0.06% | -7.64% | |
| 24 | AOM | Ishares Core 40/60 Moderate | ETF-Other | 1.24% | -0.18% | -12.89% | |
| 25 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.18% | -0.09% | +12.99% | |
| 26 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.09% | +0.10% | +23.68% | |
| 27 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.02% | -0.36% | +8.59% | |
| 28 | DUK | Duke Energy CORP | Stock-Utilities | 1.00% | -0.06% | +2.09% | |
| 29 | GD | General Dynamics CORP | Stock-Industrials | 0.97% | -0.07% | +6.65% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.96% | +0.11% | +2.05% | |
| 31 | ADSK | Autodesk Inc | Stock-Tech | 0.96% | -0.08% | +5.42% | |
| 32 | WMT | Walmart Inc | Stock-Consumer Staples | 0.96% | — | -0.81% | |
| 33 | C | Citigroup Inc | Stock-Financials | 0.93% | -0.10% | -6.20% | |
| 34 | TER | Teradyne Inc | Stock-Tech | 0.91% | -1.22% | +141.24% | |
| 35 | CTVA | Corteva Inc | Stock-Materials | 0.90% | -0.87% | -4.39% | |
| 36 | CAT | Caterpillar Inc | Stock-Industrials | 0.82% | -0.86% | +148.68% | |
| 37 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.81% | -0.28% | +7.29% | |
| 38 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.81% | +0.03% | -5.66% | |
| 39 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.81% | — | -2.63% | |
| 40 | SPGI | S&p Global Inc | Stock-Financials | 0.80% | -0.30% | +95.21% | |
| 41 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.80% | +0.01% | -2.43% | |
| 42 | SLB | Slb LTD | Stock-Energy | 0.77% | — | +8.37% | |
| 43 | EXPE | Expedia Group Inc | Stock-Consumer Disc | 0.76% | -0.36% | +82.20% | |
| 44 | EMR | Emerson Electric Co | Stock-Industrials | 0.76% | — | -5.51% | |
| 45 | HAS | Hasbro Inc | Stock-Consumer Disc | 0.76% | +0.03% | -2.38% | |
| 46 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.73% | -0.05% | -0.03% | |
| 47 | AMD | Advanced Micro Devices | Stock-Tech | 0.68% | +0.04% | -1.33% | |
| 48 | AAPL | Apple Inc | Stock-Tech | 0.67% | +0.03% | -3.40% | |
| 49 | AMAT | Applied Materials Inc | Stock-Tech | 0.67% | -0.17% | -0.02% | |
| 50 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.66% | +0.05% | -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 | EMR | Emerson Electric Co | +0.1% | -5.51% | Add |
| 24 | MGK | Vanguard Mega Cap Growth ETF | +0.1% | -7.64% | Trim |
| 25 | C | Citigroup Inc | +0.1% | -6.20% | Trim |
| 26 | WMT | Walmart Inc | +0.1% | -0.81% | Trim |
| 27 | ADSK | Autodesk Inc | +0.1% | +5.42% | Trim |
| 28 | NKE | Nike Inc -cl B | +0.1% | +7.29% | Add |
| 29 | COF | Capital One Financial CORP | 0% | -10.41% | Add |
| 30 | SCHA | Schwab US Small-cap ETF | 0% | -5.46% | Trim |
| 31 | SCHM | Schwab US Mid Cap ETF | 0% | -1.88% | Add |
| 32 | SWAN | Amplify Blckswn Grow Trsry | 0% | +0.03% | Trim |
| 33 | SCHX | Schwab US Large-cap ETF | 0% | -6.90% | Trim |
| 34 | VEU | Vanguard Ftse All-world Ex-u | — | -7.02% | Trim |
| 35 | DUK | Duke Energy CORP | 0% | +2.09% | Add |
| 36 | JNJ | Johnson & Johnson | 0% | -3.97% | Trim |
| 37 | QCOM | Qualcomm Inc | 0% | -3.67% | Trim |
| 38 | MDT | Medtronic plc | 0% | +1.18% | Add |
| 39 | VO | Vanguard Mid-cap ETF | 0% | -5.66% | Trim |
| 40 | LMT | Lockheed Martin CORP | 0% | -4.99% | Trim |
| 41 | DGRO | Ishares Core Dividend Growth | 0% | -5.28% | Trim |
| 42 | CCI | Crown Castle Inc | 0% | -4.20% | Trim |
| 43 | SCHD | Schwab US Dvd Equity ETF | 0% | +0.48% | Add |
| 44 | JNJ | Johnson & Johnson | 0% | -3.66% | Trim |
| 45 | TMO | Thermo Fisher Scientific Inc | -0.1% | -1.18% | Trim |
| 46 | EFX | Equifax Inc | -0.1% | -11.98% | Trim |
| 47 | MSI | Motorola Solutions Inc | -0.1% | -1.33% | Trim |
| 48 | XOM | Exxon Mobil CORP | -0.1% | +4.26% | Add |
| 49 | KVUE | Kenvue Inc | -0.1% | -3.38% | Add |
| 50 | VCSH | Vanguard S/t CORP Bond ETF | -0.1% | -2.63% | Trim |
According to official SEC Form 13F filings, LifePlan Financial, LLC reported a total U.S. public equity portfolio value of $141.3M 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 27.5% 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 98 total portfolio adjustments, initiating 9 new buys, adding to 37 positions, trimming 37 holdings, and fully liquidating 15 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.
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