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CIK: 0001739485
Total reported value
$142.8M
$142.8M
86 檔
27.9%
According to the latest 13F quarterly dataset, LifePlan Financial, LLC managed an equity portfolio of $142.8M at the end of Q4 2025, spanning 86 distinct U.S. exchange-listed positions.
LifePlan Financial, LLC executed strategic sector rebalancing during Q4 2025, establishing 5 new positions while fully exiting 2 holdings and trimming 24 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IAU | Ishares Gold Trust | ETF-Commodities | 8.82% | -1.88% | -7.16% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 7.30% | +0.80% | -1.64% | |
| 3 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 6.15% | -0.08% | +3.84% | |
| 4 | XLB | Ss Materials Select Sector | ETF-Other | 4.79% | -0.22% | +109.93% | |
| 5 | SWAN | Amplify Blckswn Grow Trsry | ETF-Other | 3.52% | +0.04% | +0.13% | |
| 6 | VGIT | Vanguard Intermediate-term T | ETF-Other | 3.30% | -0.14% | +0.87% | |
| 7 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 2.07% | -0.08% | +1.70% | |
| 8 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 2.07% | -0.08% | +2.43% | |
| 9 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 2.05% | -0.08% | +0.83% | |
| 10 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 2.05% | -0.06% | +0.98% | |
| 11 | CRM | Salesforce Inc | Stock-Tech | 2.01% | -0.60% | +7.83% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.98% | +0.03% | -2.18% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.91% | +0.06% | -6.89% | |
| 14 | XLE | Ss Energy Select Sector | ETF-Other | 1.69% | -0.43% | +93.53% | |
| 15 | MDT | Medtronic plc | Stock-Healthcare | 1.69% | -0.14% | -1.30% | |
| 16 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.67% | -0.07% | +1.48% | |
| 17 | GNMA | Ishares Gnma Bond ETF | ETF-Other | 1.66% | -0.06% | +1.33% | |
| 18 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 1.60% | +0.43% | +11.91% | |
| 19 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 1.55% | -0.52% | -23.31% | |
| 20 | USB | US Bancorp | Stock-Financials | 1.51% | +0.12% | +4.23% | |
| 21 | CVS | Cvs Health CORP | Stock-Healthcare | 1.42% | +0.45% | +3.70% | |
| 22 | PYPL | Paypal Holdings Inc | Stock-Financials | 1.33% | +0.02% | +7.70% | |
| 23 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.25% | +0.10% | -4.48% | |
| 24 | AOM | Ishares Core 40/60 Moderate | ETF-Other | 1.17% | -0.09% | -2.42% | |
| 25 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.07% | -0.09% | +14.44% | |
| 26 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.02% | +0.76% | -0.47% | |
| 27 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.02% | -0.53% | +4.29% | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 1.00% | — | -0.38% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.98% | +0.10% | -0.22% | |
| 30 | DUK | Duke Energy CORP | Stock-Utilities | 0.97% | -0.09% | +5.32% | |
| 31 | EXPE | Expedia Group Inc | Stock-Consumer Disc | 0.95% | -0.02% | -2.43% | |
| 32 | C | Citigroup Inc | Stock-Financials | 0.93% | +0.01% | -10.02% | |
| 33 | GD | General Dynamics CORP | Stock-Industrials | 0.92% | +0.04% | -0.06% | |
| 34 | SLB | Slb LTD | Stock-Energy | 0.92% | -0.27% | +10.90% | |
| 35 | CAT | Caterpillar Inc | Stock-Industrials | 0.91% | +0.37% | -4.74% | |
| 36 | CTVA | Corteva Inc | Stock-Materials | 0.89% | -0.08% | +3.67% | |
| 37 | SPGI | S&p Global Inc | Stock-Financials | 0.84% | +0.08% | +1.11% | |
| 38 | ADSK | Autodesk Inc | Stock-Tech | 0.81% | -0.21% | -6.35% | |
| 39 | AMAT | Applied Materials Inc | Stock-Tech | 0.78% | -0.47% | -4.00% | |
| 40 | TER | Teradyne Inc | Stock-Tech | 0.78% | +0.50% | -37.38% | |
| 41 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.76% | -0.03% | -1.68% | |
| 42 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.76% | -0.03% | -1.21% | |
| 43 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.75% | +0.04% | -2.64% | |
| 44 | AMD | Advanced Micro Devices | Stock-Tech | 0.74% | +1.14% | -14.98% | |
| 45 | HAS | Hasbro Inc | Stock-Consumer Disc | 0.74% | -0.35% | -7.15% | |
| 46 | AMT | American Tower CORP | Stock-Real Estate | 0.73% | -0.02% | +34.97% | |
| 47 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.71% | +0.05% | -0.81% | |
| 48 | AAPL | Apple Inc | Stock-Tech | 0.68% | -0.34% | -2.44% | |
| 49 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.67% | -0.38% | -5.40% | |
| 50 | TGT | Target CORP | Stock-Consumer Disc | 0.64% | -0.29% | -0.93% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CRM | Salesforce Inc | +0.3% | +7.83% | Add |
| 2 | GOOGL | Alphabet Inc-cl A | +0.3% | -6.89% | Trim |
| 3 | EFX | Equifax Inc | +0.2% | +147.88% | Add |
| 4 | EXPE | Expedia Group Inc | +0.2% | -2.43% | Trim |
| 5 | USB | US Bancorp | +0.2% | +4.23% | Add |
| 6 | SLB | Slb LTD | +0.2% | +10.90% | Add |
| 7 | QCOM | Qualcomm Inc | +0.1% | +44.15% | Add |
| 8 | XLB | Ss Materials Select Sector | +0.1% | +109.93% | Add |
| 9 | AMT | American Tower CORP | +0.1% | +34.97% | Add |
| 10 | AMAT | Applied Materials Inc | +0.1% | -4.00% | Trim |
| 11 | MRK | Merck & Co. Inc. | +0.1% | +0.61% | Add |
| 12 | CAT | Caterpillar Inc | +0.1% | -4.74% | Trim |
| 13 | CVS | Cvs Health CORP | +0.1% | +3.70% | Add |
| 14 | AMD | Advanced Micro Devices | +0.1% | -14.98% | Trim |
| 15 | JNJ | Johnson & Johnson | +0.1% | +2.79% | Add |
| 16 | NXPI | NXP Semiconductors N.V. | +0.1% | +11.91% | Add |
| 17 | CMCSA | Comcast Corp-class A | +0.1% | +14.44% | Add |
| 18 | WMT | Walmart Inc | 0% | -0.38% | Trim |
| 19 | SPGI | S&p Global Inc | 0% | +1.11% | Add |
| 20 | DHR | Danaher CORP | 0% | -1.03% | Trim |
| 21 | IAU | Ishares Gold Trust | 0% | -7.16% | Trim |
| 22 | TGT | Target CORP | 0% | -0.93% | Trim |
| 23 | AMZN | Amazon.com Inc | 0% | -0.22% | Trim |
| 24 | RTX | Rtx CORP | 0% | -2.74% | Trim |
| 25 | XLP | Ss Consumer Staples Sel Sect | 0% | +3.84% | Add |
| 26 | IBDV | Ishares Ibonds Dec 2030 CORP | 0% | +2.43% | Add |
| 27 | LMT | Lockheed Martin CORP | -0.1% | -11.81% | Trim |
| 28 | MCD | Mcdonald's CORP | -0.1% | -5.40% | Trim |
| 29 | VZ | Verizon Communications Inc | -0.1% | +4.29% | Add |
| 30 | SWAN | Amplify Blckswn Grow Trsry | -0.1% | +0.13% | Add |
| 31 | NKE | Nike Inc -cl B | -0.1% | -0.81% | Trim |
| 32 | MSI | Motorola Solutions Inc | -0.1% | -14.80% | Trim |
| 33 | MDLZ | Mondelez International Inc-a | -0.1% | -4.97% | Trim |
| 34 | XLE | Ss Energy Select Sector | -0.1% | +93.53% | Add |
| 35 | TER | Teradyne Inc | -0.1% | -37.38% | Trim |
| 36 | PYPL | Paypal Holdings Inc | -0.1% | +7.70% | Add |
| 37 | ADSK | Autodesk Inc | -0.2% | -6.35% | Trim |
| 38 | PANW | Palo Alto Networks Inc | -0.2% | -0.47% | Trim |
| 39 | STZ | Constellation Brands Inc-a | -0.2% | -50.03% | Trim |
| 40 | BWA | Borgwarner Inc | -0.2% | -43.19% | Trim |
| 41 | EMR | Emerson Electric Co | -0.2% | -24.13% | Trim |
| 42 | MSFT | Microsoft CORP | -0.3% | -2.18% | Trim |
| 43 | IBDR | Ishares Ibonds Dec 2026 Term | -0.5% | -23.31% | Trim |
| 44 | IBDW | Ishares Ibonds Dec 2031 CORP | — | NEW | New buy |
| 45 | KO | Coca-cola Co/the | — | NEW | New buy |
| 46 | ADBE | Adobe Inc | — | NEW | New buy |
| 47 | CL | Colgate-palmolive Co | — | NEW | New buy |
| 48 | CMG | Chipotle Mexican Grill Inc | — | NEW | New buy |
| 49 | KHC | Kraft Heinz Co/the | — | EXIT | Sold out |
| 50 | CCI | Crown Castle Inc | — | 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 86 disclosed positions in Q4 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 27.9% of total reported equity market value during Q4 2025.
Top New Position Initiated
IBDW
市值: $629.0K
Top Position Liquidated / Trimmed
KHC
前期市值: $288.4K
During Q4 2025, LifePlan Financial, LLC's top holdings by market value included IAU (8.8%)、SPYG (7.3%)、XLP (6.2%). The largest single position, IAU, represented 8.8% of total portfolio value.
In Q4 2025, LifePlan Financial, LLC made 50 total portfolio adjustments, initiating 5 new buys, adding to 19 positions, trimming 24 holdings, and fully liquidating 2 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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