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CIK: 0001739485
Total reported value
$141.3M
$141.3M
86 檔
28.2%
According to the latest 13F quarterly dataset, LifePlan Financial, LLC managed an equity portfolio of $141.3M at the end of Q4 2025, spanning 86 distinct U.S. exchange-listed positions.
In Q4 2025, LifePlan Financial, LLC adopted a defensive or profit-taking posture, trimming 52 positions and completely liquidating 2 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IAU | Ishares Gold Trust | ETF-Commodities | 8.82% | +0.29% | -7.16% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 7.30% | +0.30% | -1.64% | |
| 3 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 6.15% | +0.17% | +3.84% | |
| 4 | XLB | Ss Materials Select Sector | ETF-Other | 4.79% | -0.11% | +109.93% | |
| 5 | SWAN | Amplify Blckswn Grow Trsry | ETF-Other | 3.52% | -0.10% | +0.13% | |
| 6 | VGIT | Vanguard Intermediate-term T | ETF-Other | 3.30% | -0.02% | +0.87% | |
| 7 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 2.07% | +0.02% | +1.70% | |
| 8 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 2.07% | +0.01% | +2.43% | |
| 9 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 2.05% | +0.04% | +0.83% | |
| 10 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 2.05% | -0.01% | +0.98% | |
| 11 | CRM | Salesforce Inc | Stock-Tech | 2.01% | +0.06% | +7.83% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 1.98% | +1.24% | -2.18% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.91% | -0.17% | -6.89% | |
| 14 | XLE | Ss Energy Select Sector | ETF-Other | 1.69% | +0.39% | +93.53% | |
| 15 | MDT | Medtronic plc | Stock-Healthcare | 1.69% | -0.25% | -1.30% | |
| 16 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.67% | -0.04% | +1.48% | |
| 17 | GNMA | Ishares Gnma Bond ETF | ETF-Other | 1.66% | -0.05% | +1.33% | |
| 18 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 1.60% | -0.30% | +11.91% | |
| 19 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 1.55% | -0.46% | EXIT | |
| 20 | USB | US Bancorp | Stock-Financials | 1.51% | -0.13% | +4.23% | |
| 21 | CVS | Cvs Health CORP | Stock-Healthcare | 1.42% | -0.37% | +3.70% | |
| 22 | PYPL | Paypal Holdings Inc | Stock-Financials | 1.33% | -0.03% | +7.70% | |
| 23 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.25% | +0.06% | -4.48% | |
| 24 | AOM | Ishares Core 40/60 Moderate | ETF-Other | 1.17% | -0.18% | -2.42% | |
| 25 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.07% | -0.36% | +14.44% | |
| 26 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.02% | -0.09% | -0.47% | |
| 27 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.02% | +0.10% | +4.29% | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 1.00% | — | -0.38% | |
| 29 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.98% | +0.11% | -0.22% | |
| 30 | DUK | Duke Energy CORP | Stock-Utilities | 0.97% | -0.06% | +5.32% | |
| 31 | EXPE | Expedia Group Inc | Stock-Consumer Disc | 0.95% | -0.36% | -2.43% | |
| 32 | C | Citigroup Inc | Stock-Financials | 0.93% | -0.10% | -10.02% | |
| 33 | GD | General Dynamics CORP | Stock-Industrials | 0.92% | -0.07% | -0.06% | |
| 34 | SLB | Slb LTD | Stock-Energy | 0.92% | — | +10.90% | |
| 35 | CAT | Caterpillar Inc | Stock-Industrials | 0.91% | -0.86% | -4.74% | |
| 36 | CTVA | Corteva Inc | Stock-Materials | 0.89% | -0.87% | +3.67% | |
| 37 | SPGI | S&p Global Inc | Stock-Financials | 0.84% | -0.30% | +1.11% | |
| 38 | ADSK | Autodesk Inc | Stock-Tech | 0.81% | -0.08% | -6.35% | |
| 39 | AMAT | Applied Materials Inc | Stock-Tech | 0.78% | -0.17% | -4.00% | |
| 40 | TER | Teradyne Inc | Stock-Tech | 0.78% | -1.22% | -37.38% | |
| 41 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.76% | — | -1.68% | |
| 42 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.76% | +0.01% | -1.21% | |
| 43 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.75% | +0.03% | -2.64% | |
| 44 | AMD | Advanced Micro Devices | Stock-Tech | 0.74% | +0.04% | -14.98% | |
| 45 | HAS | Hasbro Inc | Stock-Consumer Disc | 0.74% | +0.03% | -7.15% | |
| 46 | AMT | American Tower CORP | Stock-Real Estate | 0.73% | +0.06% | +34.97% | |
| 47 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.71% | -0.28% | -0.81% | |
| 48 | AAPL | Apple Inc | Stock-Tech | 0.68% | +0.03% | -2.44% | |
| 49 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.67% | -0.05% | -5.40% | |
| 50 | TGT | Target CORP | Stock-Consumer Disc | 0.64% | — | -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 | COF | Capital One Financial CORP | 0% | -0.08% | Trim |
| 26 | GLD | Spdr Gold Shares | 0% | — | Unchanged |
| 27 | AAPL | Apple Inc | 0% | -2.44% | Trim |
| 28 | AIG | American International Group | 0% | -0.27% | Trim |
| 29 | LRCX | Lam Research CORP | 0% | -18.66% | Trim |
| 30 | C | Citigroup Inc | — | -10.02% | Trim |
| 31 | VTR | Ventas Inc | — | -8.08% | Trim |
| 32 | KVUE | Kenvue Inc | — | -5.58% | Trim |
| 33 | CTVA | Corteva Inc | 0% | +3.67% | Add |
| 34 | XOM | Exxon Mobil CORP | 0% | -4.84% | Trim |
| 35 | TMO | Thermo Fisher Scientific Inc | 0% | -14.93% | Trim |
| 36 | IJR | Ishares Core S&p Small-cap E | 0% | -3.05% | Trim |
| 37 | VMBS | Vanguard Mortgage-backed Sec | 0% | +1.48% | Add |
| 38 | GILD | Gilead Sciences Inc | 0% | -11.95% | Trim |
| 39 | HRL | Hormel Foods CORP | 0% | — | Unchanged |
| 40 | SCHM | Schwab US Mid Cap ETF | 0% | -3.11% | Trim |
| 41 | SCHD | Schwab US Dvd Equity ETF | 0% | -1.52% | Trim |
| 42 | VEU | Vanguard Ftse All-world Ex-u | 0% | -3.72% | Trim |
| 43 | HAS | Hasbro Inc | 0% | -7.15% | Trim |
| 44 | SCHA | Schwab US Small-cap ETF | 0% | -2.12% | Trim |
| 45 | XLP | Ss Consumer Staples Sel Sect | 0% | +3.84% | Add |
| 46 | IBDV | Ishares Ibonds Dec 2030 CORP | 0% | +2.43% | Add |
| 47 | GNMA | Ishares Gnma Bond ETF | 0% | +1.33% | Add |
| 48 | T | At&t Inc | 0% | -0.56% | Trim |
| 49 | JNJ | Johnson & Johnson | 0% | -16.69% | Trim |
| 50 | SCHX | Schwab US Large-cap ETF | 0% | -3.83% | Trim |
According to official SEC Form 13F filings, LifePlan Financial, LLC reported a total U.S. public equity portfolio value of $141.3M 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 28.2% 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 86 total portfolio adjustments, initiating 5 new buys, adding to 27 positions, trimming 52 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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