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CIK: 0001739485
Total reported value
$142.8M
$142.8M
83 檔
29.5%
As reported in its official Q1 2026 Form 13F filing, LifePlan Financial, LLC's tracked investment portfolio stood at $142.8M with 83 total positions.
In Q1 2026, LifePlan Financial, LLC adopted a defensive or profit-taking posture, trimming 43 positions and completely liquidating 5 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IAU | Ishares Gold Trust | ETF-Commodities | 8.83% | -1.88% | -4.35% | |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 6.75% | +0.80% | +4.63% | |
| 3 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 6.65% | -0.08% | +6.49% | |
| 4 | XLB | Ss Materials Select Sector | ETF-Other | 5.53% | -0.22% | +8.81% | |
| 5 | SWAN | Amplify Blckswn Grow Trsry | ETF-Other | 3.38% | +0.04% | +4.15% | |
| 6 | VGIT | Vanguard Intermediate-term T | ETF-Other | 3.37% | -0.14% | +6.65% | |
| 7 | XLE | Ss Energy Select Sector | ETF-Other | 2.17% | -0.43% | -3.11% | |
| 8 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 2.11% | -0.08% | +7.01% | |
| 9 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 2.11% | -0.08% | +6.01% | |
| 10 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 2.10% | -0.06% | +6.55% | |
| 11 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 2.10% | -0.08% | +5.93% | |
| 12 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.69% | -0.07% | +5.73% | |
| 13 | GNMA | Ishares Gnma Bond ETF | ETF-Other | 1.68% | -0.06% | +5.74% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.67% | +0.03% | +13.90% | |
| 15 | CRM | Salesforce Inc | Stock-Tech | 1.65% | -0.60% | +21.15% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.63% | +0.06% | -3.42% | |
| 17 | USB | US Bancorp | Stock-Financials | 1.51% | +0.12% | +5.94% | |
| 18 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.34% | -0.53% | +9.94% | |
| 19 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 1.34% | +0.43% | -4.61% | |
| 20 | AOM | Ishares Core 40/60 Moderate | ETF-Other | 1.31% | -0.09% | +16.57% | |
| 21 | MDT | Medtronic plc | Stock-Healthcare | 1.29% | -0.14% | -12.09% | |
| 22 | PYPL | Paypal Holdings Inc | Stock-Financials | 1.22% | +0.02% | +22.30% | |
| 23 | CVS | Cvs Health CORP | Stock-Healthcare | 1.22% | +0.45% | -1.78% | |
| 24 | SLB | Slb LTD | Stock-Energy | 1.19% | -0.27% | -0.05% | |
| 25 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.16% | -0.09% | +16.69% | |
| 26 | DUK | Duke Energy CORP | Stock-Utilities | 1.13% | -0.09% | +8.32% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.12% | +0.10% | +31.84% | |
| 28 | CTVA | Corteva Inc | Stock-Materials | 1.12% | -0.08% | +4.30% | |
| 29 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 1.08% | +0.49% | +134.38% | |
| 30 | CAT | Caterpillar Inc | Stock-Industrials | 1.05% | +0.37% | -3.09% | |
| 31 | SPGI | S&p Global Inc | Stock-Financials | 1.03% | +0.08% | +56.33% | |
| 32 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.03% | +0.10% | -3.83% | |
| 33 | TER | Teradyne Inc | Stock-Tech | 1.03% | +0.50% | -10.41% | |
| 34 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.98% | -0.52% | -34.03% | |
| 35 | AMAT | Applied Materials Inc | Stock-Tech | 0.96% | -0.47% | -4.34% | |
| 36 | ADSK | Autodesk Inc | Stock-Tech | 0.95% | -0.21% | +50.31% | |
| 37 | GD | General Dynamics CORP | Stock-Industrials | 0.87% | +0.04% | -3.95% | |
| 38 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.83% | +0.76% | -3.32% | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.82% | -0.19% | +5.34% | |
| 40 | AMT | American Tower CORP | Stock-Real Estate | 0.79% | -0.02% | +14.42% | |
| 41 | DHR | Danaher CORP | Stock-Healthcare | 0.76% | +0.13% | +100.85% | |
| 42 | TGT | Target CORP | Stock-Consumer Disc | 0.74% | -0.29% | -3.09% | |
| 43 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.74% | -0.38% | +11.72% | |
| 44 | AMD | Advanced Micro Devices | Stock-Tech | 0.73% | +1.14% | +8.22% | |
| 45 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.71% | -0.03% | -2.97% | |
| 46 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.71% | -0.03% | -3.54% | |
| 47 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.70% | +0.05% | +23.92% | |
| 48 | EXPE | Expedia Group Inc | Stock-Consumer Disc | 0.70% | -0.02% | -6.64% | |
| 49 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.70% | +0.04% | -3.22% | |
| 50 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.67% | +0.29% | +44.65% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XLB | Ss Materials Select Sector | +0.7% | +8.81% | Add |
| 2 | IBDW | Ishares Ibonds Dec 2031 CORP | +0.6% | +134.38% | Add |
| 3 | XLP | Ss Consumer Staples Sel Sect | +0.5% | +6.49% | Add |
| 4 | XLE | Ss Energy Select Sector | +0.5% | -3.11% | Trim |
| 5 | VZ | Verizon Communications Inc | +0.3% | +9.94% | Add |
| 6 | MSI | Motorola Solutions Inc | +0.3% | +111.79% | Add |
| 7 | CL | Colgate-palmolive Co | +0.3% | +92.54% | Add |
| 8 | DHR | Danaher CORP | +0.3% | +100.85% | Add |
| 9 | SLB | Slb LTD | +0.3% | -0.05% | Trim |
| 10 | TER | Teradyne Inc | +0.3% | -10.41% | Trim |
| 11 | XOM | Exxon Mobil CORP | +0.3% | +5.34% | Add |
| 12 | CTVA | Corteva Inc | +0.2% | +4.30% | Add |
| 13 | MDLZ | Mondelez International Inc-a | +0.2% | +44.65% | Add |
| 14 | SPGI | S&p Global Inc | +0.2% | +56.33% | Add |
| 15 | AMAT | Applied Materials Inc | +0.2% | -4.34% | Trim |
| 16 | DUK | Duke Energy CORP | +0.2% | +8.32% | Add |
| 17 | AMZN | Amazon.com Inc | +0.1% | +31.84% | Add |
| 18 | AOM | Ishares Core 40/60 Moderate | +0.1% | +16.57% | Add |
| 19 | CAT | Caterpillar Inc | +0.1% | -3.09% | Trim |
| 20 | ADSK | Autodesk Inc | +0.1% | +50.31% | Add |
| 21 | LMT | Lockheed Martin CORP | +0.1% | +34.21% | Add |
| 22 | TGT | Target CORP | +0.1% | -3.09% | Trim |
| 23 | CMCSA | Comcast Corp-class A | +0.1% | +16.69% | Add |
| 24 | VGIT | Vanguard Intermediate-term T | +0.1% | +6.65% | Add |
| 25 | GILD | Gilead Sciences Inc | +0.1% | +6.10% | Add |
| 26 | MCD | Mcdonald's CORP | +0.1% | +11.72% | Add |
| 27 | IBDT | Ishares Ibonds Dec 2028 ETF | +0.1% | +7.01% | Add |
| 28 | AMT | American Tower CORP | +0.1% | +14.42% | Add |
| 29 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | +0.1% | +6.55% | Add |
| 30 | MRK | Merck & Co. Inc. | +0.1% | -1.36% | Trim |
| 31 | IBDU | Ishares Ibonds Dec 2029 Term | 0% | +6.01% | Add |
| 32 | IBDV | Ishares Ibonds Dec 2030 CORP | 0% | +5.93% | Add |
| 33 | VMBS | Vanguard Mortgage-backed Sec | 0% | +5.73% | Add |
| 34 | GNMA | Ishares Gnma Bond ETF | 0% | +5.74% | Add |
| 35 | SCHD | Schwab US Dvd Equity ETF | 0% | -3.13% | Trim |
| 36 | LRCX | Lam Research CORP | 0% | -2.69% | Trim |
| 37 | T | At&t Inc | 0% | -2.30% | Trim |
| 38 | IAU | Ishares Gold Trust | — | -4.35% | Trim |
| 39 | USB | US Bancorp | — | +5.94% | Add |
| 40 | KO | Coca-cola Co/the | — | -3.06% | Trim |
| 41 | GLD | Spdr Gold Shares | — | — | Unchanged |
| 42 | BWA | Borgwarner Inc | — | -12.17% | Trim |
| 43 | AMD | Advanced Micro Devices | 0% | +8.22% | Add |
| 44 | NKE | Nike Inc -cl B | 0% | +23.92% | Add |
| 45 | JNJ | Johnson & Johnson | 0% | -14.01% | Trim |
| 46 | IJR | Ishares Core S&p Small-cap E | 0% | -5.71% | Trim |
| 47 | VTR | Ventas Inc | 0% | -13.64% | Trim |
| 48 | HRL | Hormel Foods CORP | 0% | — | Unchanged |
| 49 | KVUE | Kenvue Inc | 0% | -7.07% | Trim |
| 50 | SCHM | Schwab US Mid Cap ETF | 0% | -6.12% | Trim |
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 Q1 2026.
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 29.5% of total reported equity market value during Q1 2026.
Top New Position Initiated
ZTS
市值: $522.5K
Top Position Liquidated / Trimmed
WMT
前期市值: $1.3M
During Q1 2026, LifePlan Financial, LLC's top holdings by market value included IAU (8.8%)、SPYG (6.8%)、XLP (6.7%). The largest single position, IAU, represented 8.8% of total portfolio value.
In Q1 2026, LifePlan Financial, LLC made 85 total portfolio adjustments, initiating 2 new buys, adding to 35 positions, trimming 43 holdings, and fully liquidating 5 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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