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CIK: 0001739485
Total reported value
$141.3M
$141.3M
89 檔
30.1%
During the Q2 2026 filing period, LifePlan Financial, LLC (CIK: 0001739485) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $141.3M across 89 reported positions.
LifePlan Financial, LLC executed strategic sector rebalancing during Q2 2026, establishing 9 new positions while fully exiting 3 holdings and trimming 46 positions.
In terms of portfolio concentration, the top 5 core holdings (including SPYG, IAU, XLP) accounted for 30.1% of total reported equity market value during Q2 2026.
Top New Position Initiated
MAS
市值: $798.7K
Top Position Liquidated / Trimmed
EMR
前期市值: $678.8K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 7.55% | +0.30% | -2.93% | |
| 2 | IAU | Ishares Gold Trust | ETF-Commodities | 6.94% | +0.29% | -3.19% | |
| 3 | XLP | Ss Consumer Staples Sel Sect | ETF-Other | 6.57% | +0.17% | +2.77% | |
| 4 | XLB | Ss Materials Select Sector | ETF-Other | 5.31% | -0.11% | -0.46% | |
| 5 | SWAN | Amplify Blckswn Grow Trsry | ETF-Other | 3.42% | -0.10% | -0.60% | |
| 6 | VGIT | Vanguard Intermediate-term T | ETF-Other | 3.23% | -0.02% | +2.12% | |
| 7 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 2.04% | -0.01% | +2.50% | |
| 8 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 2.03% | +0.04% | +2.08% | |
| 9 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-Other | 2.03% | +0.02% | +2.03% | |
| 10 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-Other | 2.02% | +0.01% | +2.06% | |
| 11 | AMD | Advanced Micro Devices | Stock-Tech | 1.87% | +0.04% | -5.60% | |
| 12 | NXPI | NXP Semiconductors N.V. | Stock-Tech | 1.77% | -0.30% | -2.08% | |
| 13 | XLE | Ss Energy Select Sector | ETF-Other | 1.74% | +0.39% | -2.42% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.70% | +1.24% | +6.88% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.69% | -0.17% | -12.32% | |
| 16 | CVS | Cvs Health CORP | Stock-Healthcare | 1.67% | -0.37% | +0.47% | |
| 17 | USB | US Bancorp | Stock-Financials | 1.63% | -0.13% | -1.60% | |
| 18 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 1.62% | -0.04% | +1.39% | |
| 19 | GNMA | Ishares Gnma Bond ETF | ETF-Other | 1.62% | -0.05% | +1.49% | |
| 20 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.59% | -0.09% | -5.09% | |
| 21 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-Other | 1.57% | +0.43% | +53.87% | |
| 22 | TER | Teradyne Inc | Stock-Tech | 1.53% | -1.22% | -3.84% | |
| 23 | CAT | Caterpillar Inc | Stock-Industrials | 1.42% | -0.86% | -4.89% | |
| 24 | PYPL | Paypal Holdings Inc | Stock-Financials | 1.24% | -0.03% | +12.39% | |
| 25 | AOM | Ishares Core 40/60 Moderate | ETF-Other | 1.22% | -0.18% | -6.11% | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.22% | +0.11% | +0.60% | |
| 27 | MDT | Medtronic plc | Stock-Healthcare | 1.15% | -0.25% | +4.22% | |
| 28 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 1.13% | +0.06% | +381.32% | |
| 29 | SPGI | S&p Global Inc | Stock-Financials | 1.11% | -0.30% | +18.52% | |
| 30 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 1.07% | -0.36% | +13.95% | |
| 31 | CRM | Salesforce Inc | Stock-Tech | 1.05% | +0.06% | -19.92% | |
| 32 | DUK | Duke Energy CORP | Stock-Utilities | 1.04% | -0.06% | +0.77% | |
| 33 | CTVA | Corteva Inc | Stock-Materials | 1.04% | -0.87% | -3.57% | |
| 34 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.96% | -0.21% | +49.94% | |
| 35 | SLB | Slb LTD | Stock-Energy | 0.92% | — | -9.72% | |
| 36 | GD | General Dynamics CORP | Stock-Industrials | 0.91% | -0.07% | +7.02% | |
| 37 | DHR | Danaher CORP | Stock-Healthcare | 0.89% | +0.61% | +23.26% | |
| 38 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.81% | +0.10% | -24.30% | |
| 39 | AMT | American Tower CORP | Stock-Real Estate | 0.77% | +0.06% | +8.31% | |
| 40 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 0.75% | -0.28% | +45.47% | |
| 41 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.74% | +0.03% | +298.66% | |
| 42 | ADSK | Autodesk Inc | Stock-Tech | 0.73% | -0.08% | +0.58% | |
| 43 | EXPE | Expedia Group Inc | Stock-Consumer Disc | 0.68% | -0.36% | -7.57% | |
| 44 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.68% | +0.01% | +1.31% | |
| 45 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.68% | — | +1.19% | |
| 46 | C | Citigroup Inc | Stock-Financials | 0.66% | -0.10% | -13.26% | |
| 47 | XOM | Exxon Mobil CORP | Stock-Energy | 0.63% | -0.63% | EXIT | |
| 48 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.63% | -0.04% | -3.50% | |
| 49 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.61% | -0.07% | -3.18% | |
| 50 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.58% | -0.07% | -7.07% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AMD | Advanced Micro Devices | +1.1% | -5.60% | Trim |
| 2 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.8% | -2.93% | Trim |
| 3 | PANW | Palo Alto Networks Inc | +0.8% | -5.09% | Trim |
| 4 | MAS | Masco CORP | +0.6% | NEW | New buy |
| 5 | NVDA | Nvidia CORP | +0.5% | NEW | New buy |
| 6 | TER | Teradyne Inc | +0.5% | -3.84% | Trim |
| 7 | IBDW | Ishares Ibonds Dec 2031 CORP | +0.5% | +53.87% | Add |
| 8 | NOW | Servicenow Inc | +0.5% | NEW | New buy |
| 9 | CVS | Cvs Health CORP | +0.5% | +0.47% | Add |
| 10 | NXPI | NXP Semiconductors N.V. | +0.4% | -2.08% | Trim |
| 11 | ABNB | Airbnb Inc-class A | +0.4% | NEW | New buy |
| 12 | ANET | Arista Networks Inc | +0.4% | NEW | New buy |
| 13 | CAT | Caterpillar Inc | +0.4% | -4.89% | Trim |
| 14 | PEP | Pepsico Inc | +0.3% | NEW | New buy |
| 15 | TMUS | T-mobile US Inc | +0.3% | NEW | New buy |
| 16 | MDLZ | Mondelez International Inc-a | +0.3% | +49.94% | Add |
| 17 | GLW | Corning Inc | +0.2% | NEW | New buy |
| 18 | LRCX | Lam Research CORP | +0.2% | -6.99% | Trim |
| 19 | INTC | Intel CORP | +0.2% | NEW | New buy |
| 20 | DHR | Danaher CORP | +0.1% | +23.26% | Add |
| 21 | USB | US Bancorp | +0.1% | -1.60% | Trim |
| 22 | AMZN | Amazon.com Inc | +0.1% | +0.60% | Add |
| 23 | MGK | Vanguard Mega Cap Growth ETF | +0.1% | +381.32% | Add |
| 24 | SPGI | S&p Global Inc | +0.1% | +18.52% | Add |
| 25 | SCHA | Schwab US Small-cap ETF | +0.1% | -3.50% | Trim |
| 26 | GOOGL | Alphabet Inc-cl A | +0.1% | -12.32% | Trim |
| 27 | NKE | Nike Inc -cl B | +0.1% | +45.47% | Add |
| 28 | SWAN | Amplify Blckswn Grow Trsry | 0% | -0.60% | Trim |
| 29 | GD | General Dynamics CORP | 0% | +7.02% | Add |
| 30 | VO | Vanguard Mid-cap ETF | 0% | +298.66% | Add |
| 31 | SCHM | Schwab US Mid Cap ETF | 0% | -4.38% | Trim |
| 32 | MSFT | Microsoft CORP | 0% | +6.88% | Add |
| 33 | SCHX | Schwab US Large-cap ETF | 0% | -3.77% | Trim |
| 34 | QCOM | Qualcomm Inc | 0% | -19.35% | Trim |
| 35 | PYPL | Paypal Holdings Inc | 0% | +12.39% | Add |
| 36 | IJR | Ishares Core S&p Small-cap E | 0% | -4.02% | Trim |
| 37 | C | Citigroup Inc | 0% | -13.26% | Trim |
| 38 | VEU | Vanguard Ftse All-world Ex-u | 0% | -3.08% | Trim |
| 39 | ADP | Automatic Data Processing | 0% | +0.78% | Add |
| 40 | HRL | Hormel Foods CORP | 0% | — | Unchanged |
| 41 | DGRO | Ishares Core Dividend Growth | — | -1.92% | Trim |
| 42 | BWA | Borgwarner Inc | — | -14.38% | Trim |
| 43 | MRK | Merck & Co. Inc. | 0% | -3.18% | Trim |
| 44 | AMT | American Tower CORP | 0% | +8.31% | Add |
| 45 | EXPE | Expedia Group Inc | 0% | -7.57% | Trim |
| 46 | VTR | Ventas Inc | 0% | -12.72% | Trim |
| 47 | SCHD | Schwab US Dvd Equity ETF | 0% | -2.43% | Trim |
| 48 | GLD | Spdr Gold Shares | 0% | — | Unchanged |
| 49 | CMG | Chipotle Mexican Grill Inc | 0% | -14.77% | Trim |
| 50 | VCSH | Vanguard S/t CORP Bond ETF | 0% | +1.19% | Add |
According to official SEC Form 13F filings, LifePlan Financial, LLC reported a total U.S. public equity portfolio value of $141.3M across 89 disclosed positions in Q2 2026.
During Q2 2026, LifePlan Financial, LLC's top holdings by market value included SPYG (7.5%)、IAU (6.9%)、XLP (6.6%). The largest single position, SPYG, represented 7.5% of total portfolio value.
In Q2 2026, LifePlan Financial, LLC made 90 total portfolio adjustments, initiating 9 new buys, adding to 32 positions, trimming 46 holdings, and fully liquidating 3 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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