LI
LifePlan Investment Advisors, Inc.'s 13F Portfolio ($290.5M, Q2 2026)
LifePlan Investment Advisors, Inc.CIK: 0002045484
Diversified strategySector-focusedMomentum follower
Total reported value
$290.5M
Reporting period: 2026-06-30 · Number of holdings: 131
LifePlan Investment Advisors, Inc. disclosed 131 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $290.5M and a quarterly turnover rate of 20.4%.
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Personality snowflake
- Concentration
- 7.23
- Portfolio Stability
- 20.4
- Momentum
- 100
- Sector conviction
- 100
- Diversification
- 100
- Sizing Uniformity
- 88.27
LifePlan Investment Advisors, Inc.'s disclosed holdings carry a Herfindahl concentration index of 0.018 — mathematically equivalent to about 55 equally-sized positions, well below its 131 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes are fairly uniform across the portfolio (a coefficient of variation of 1.17), suggesting a disciplined, rules-based approach to how much capital goes into each idea.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 14% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd IVV
+66.4% $6.2M
Add SNDK
-14.9% $2.8M
Trim IAGG
-22.5% -$1.5M
Trim EFV
-53.4% -$1.7M
Add WDC
+0.1% $2.5M
Trim QUAL
-70.3% -$1.6M
Holdings Map
New buyAddUnchangedTrim
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Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.49% | +1.81% | +66.38% | |
| 2 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 4.06% | -0.59% | -0.15% | |
| 3 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.65% | +0.13% | +3.07% | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 3.63% | +0.26% | +523.05% | |
| 5 | GSUS | Goldman Sachs Marketbeta US | ETF-Commodities | 3.37% | -0.09% | -3.36% | |
| 6 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.33% | +0.14% | +7.29% | |
| 7 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.79% | +0.61% | +46.26% | |
| 8 | VTV | Vanguard Value ETF | ETF-Other | 2.70% | +0.02% | +3.56% | |
| 9 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.17% | -0.07% | -1.32% | |
| 10 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 2.16% | -0.12% | -1.86% | |
| 11 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.83% | +0.06% | -2.11% | |
| 12 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 1.82% | -0.84% | -22.51% | |
| 13 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 1.79% | -0.35% | -4.08% | |
| 14 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.74% | -0.07% | -1.99% | |
| 15 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.68% | -0.12% | -0.83% | |
| 16 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 1.61% | -0.45% | -12.32% | |
| 17 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.59% | +0.04% | -3.28% | |
| 18 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.59% | +0.06% | +1.88% | |
| 19 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.55% | +0.04% | -1.23% | |
| 20 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.55% | -0.01% | -0.84% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 1.53% | +0.05% | +3.43% | |
| 22 | GCOR | Goldman Sachs Access US Agg | ETF-Commodities | 1.53% | -0.23% | -0.73% | |
| 23 | WDC | Western Digital CORP | Stock-Tech | 1.48% | +0.76% | +0.13% | |
| 24 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.48% | -0.40% | -24.36% | |
| 25 | SNDK | Sandisk CORP | Stock-Tech | 1.44% | +0.90% | -14.87% | |
| 26 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.36% | +0.01% | -0.84% | |
| 27 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 1.33% | -0.07% | +2.51% | |
| 28 | IAU | Ishares Gold Trust | ETF-Commodities | 1.33% | -0.39% | +2.89% | |
| 29 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.32% | -0.44% | -20.38% | |
| 30 | SCHH | Schwab US Reit ETF | ETF-Other | 1.22% | -0.05% | -0.86% | |
| 31 | FUTY | Fidelity Msci US Utilities | ETF-Other | 1.19% | -0.19% | -0.15% | |
| 32 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.18% | +0.01% | +4.04% | |
| 33 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.18% | -0.16% | -0.03% | |
| 34 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 1.17% | -0.13% | -0.10% | |
| 35 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 1.11% | -0.14% | +0.45% | |
| 36 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 1.04% | -0.13% | -10.39% | |
| 37 | NVDA | Nvidia CORP | Stock-Tech | 1.03% | -0.01% | -1.43% | |
| 38 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.97% | +0.16% | +37.21% | |
| 39 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.90% | +0.04% | +6.51% | |
| 40 | MBB | Ishares Mbs ETF | ETF-Other | 0.89% | +0.09% | +27.66% | |
| 41 | VB | Vanguard Small-cap ETF | ETF-Other | 0.79% | +0.04% | +4.13% | |
| 42 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 0.78% | +0.07% | -22.02% | |
| 43 | MUB | Ishares National Muni Bond E | ETF-Other | 0.78% | +0.02% | +14.66% | |
| 44 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.77% | -0.08% | +1.58% | |
| 45 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.72% | -0.10% | +1.17% | |
| 46 | TXN | Texas Instruments Inc | Stock-Tech | 0.68% | +0.18% | +0.48% | |
| 47 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.64% | -0.07% | -27.48% | |
| 48 | BLCR | Ishares Lrg Cp Cr Act Etf-ui | ETF-Other | 0.61% | +0.09% | +9.67% | |
| 49 | IBM | Intl Business Machines CORP | Stock-Tech | 0.59% | +0.17% | +37.79% | |
| 50 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.58% | -0.14% | -7.67% |
1–50 of 131
Portfolio Performance
Performance for Q3 2026
+0.6%
Performance Last 4 Quarters
+15.6%
- Stdev
- +9.6%
- Beta
- +0.69
- Alpha
- +0.9%
- Max Drawdown
- -5%
- Annualized Perf
- +15.3%
- Batting Avg vs S&P
- +41.7%
- Sortino
- +2.94
- Stutzer
- +0.44
- Treynor
- +0.21
- Sterling
- +1.11
- Calmar
- +3.05
- Information Ratio
- -0.97
- Tracking Error
- +5.4%
- Stdev Down
- +5%
- Winning Months %
- +75%
- Losing Months %
- +25%
- Best 12 Months
- +25.6%
- Worst 12 Months
- +7.6%
- Efficiency Ratio
- +0.58
- Sharpe
- +1.53
- Stdev Sectors
- +17.7%
- Skewness
- -0.26
- Kurtosis
- -0.23
- Upside Potential
- +4.52
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
LifePlan Investment Advisors, Inc.'s most significant position changes for 2026-06-30: New buy: Ish Intl Ctry Rot Act ETF (CORO); New buy: Ishrs Sys Alt Act ETF (IALT); New buy: Innovator Eqty Mgd Floor ETF (SFLR); New buy: Ishares Esg Aware 1-5 Year U (SUSB); New buy: Lam Research CORP (LRCX).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +1.8% | +66.38% | Add |
| 2 | SNDK | Sandisk CORP | +0.9% | -14.87% | Trim |
| 3 | WDC | Western Digital CORP | +0.8% | +0.13% | Add |
| 4 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.6% | +46.26% | Add |
| 5 | CORO | Ish Intl Ctry Rot Act ETF | +0.5% | NEW | New buy |
| 6 | IALT | Ishrs Sys Alt Act ETF | +0.5% | NEW | New buy |
| 7 | VUG | Vanguard Growth ETF | +0.3% | +523.05% | Add |
| 8 | SFLR | Innovator Eqty Mgd Floor ETF | +0.2% | NEW | New buy |
| 9 | TXN | Texas Instruments Inc | +0.2% | +0.48% | Add |
| 10 | IBM | Intl Business Machines CORP | +0.2% | +37.79% | Add |
| 11 | GOVT | Ishares US Treasury Bond ETF | +0.2% | +37.21% | Add |
| 12 | AMD | Advanced Micro Devices | +0.2% | +1.72% | Add |
| 13 | VEA | Vanguard Ftse Developed ETF | +0.1% | +7.29% | Add |
| 14 | SUSB | Ishares Esg Aware 1-5 Year U | +0.1% | NEW | New buy |
| 15 | LRCX | Lam Research CORP | +0.1% | NEW | New buy |
| 16 | VOO | Vanguard S&p 500 ETF | +0.1% | +3.07% | Add |
| 17 | MU | Micron Technology Inc | +0.1% | NEW | New buy |
| 18 | STIP | Ishares 0-5 Year Tips Bond E | +0.1% | NEW | New buy |
| 19 | MBB | Ishares Mbs ETF | +0.1% | +27.66% | Add |
| 20 | BLCR | Ishares Lrg Cp Cr Act Etf-ui | +0.1% | +9.67% | Add |
| 21 | DAL | Delta Air Lines Inc | +0.1% | NEW | New buy |
| 22 | GGOV | Ishares Global Gb Usd Ha ETF | +0.1% | NEW | New buy |
| 23 | CAT | Caterpillar Inc | +0.1% | NEW | New buy |
| 24 | INTC | Intel CORP | +0.1% | NEW | New buy |
| 25 | BAI | Ishrs Ai In And Tech Act ETF | +0.1% | -22.02% | Trim |
| 26 | GE | General Electric | +0.1% | +0.51% | Add |
| 27 | VBK | Vanguard Small-cap Grwth ETF | +0.1% | -2.11% | Trim |
| 28 | DYNF | Ishrs US E F R A Etf-usd Inc | +0.1% | +1.88% | Add |
| 29 | GEV | GE Vernova Inc | +0.1% | +1.57% | Add |
| 30 | GOOGL | Alphabet Inc-cl A | +0.1% | +11.74% | Add |
| 31 | AAPL | Apple Inc | +0.1% | +3.43% | Add |
| 32 | AVGO | Broadcom Inc | +0.1% | +13.05% | Add |
| 33 | IVW | Ishares S&p 500 Growth ETF | 0% | -3.28% | Trim |
| 34 | VOT | Vanguard Mid-cap Growth ETF | 0% | -1.23% | Trim |
| 35 | EFG | Ishares Msci Eafe Growth ETF | 0% | +6.51% | Add |
| 36 | VB | Vanguard Small-cap ETF | 0% | +4.13% | Add |
| 37 | AMZN | Amazon.com Inc | 0% | +10.97% | Add |
| 38 | SYSB | Ishares Systematic Bond ETF | 0% | +46.58% | Add |
| 39 | CSCO | Cisco Systems Inc | 0% | +1.40% | Add |
| 40 | LLY | Eli Lilly & Co | 0% | +8.58% | Add |
| 41 | AGEM | Abrdn Emerging Mar Div A ETF | 0% | -0.65% | Trim |
| 42 | LMUB | Ishares Lt National Muni Bd | 0% | +22.01% | Add |
| 43 | DUK | Duke Energy CORP | 0% | +46.64% | Add |
| 44 | GOOG | Alphabet Inc-cl C | 0% | +14.20% | Add |
| 45 | VTV | Vanguard Value ETF | 0% | +3.56% | Add |
| 46 | MUB | Ishares National Muni Bond E | 0% | +14.66% | Add |
| 47 | GSSC | Goldman Sachs Activebeta US | 0% | -0.52% | Trim |
| 48 | TSLA | Tesla Inc | 0% | +9.08% | Add |
| 49 | SCHG | Schwab US Large-cap Growth | 0% | -0.84% | Trim |
| 50 | VWO | Vanguard Ftse Emerging Marke | 0% | +4.04% | Add |
1–50 of 133
Filing History
FAQ
What is LifePlan Investment Advisors, Inc. and what type of investor is it?
LifePlan Investment Advisors, Inc. is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $290.5M, spread across 131 disclosed positions.
What are LifePlan Investment Advisors, Inc.'s largest equity positions?
Based on the latest 13F filing, LifePlan Investment Advisors, Inc.'s top holdings by market value are:
1. Ishares Core S&p 500 ETF (IVV) — $13.0M (4.5%)
2. Ishares Core U.s. Aggregate (AGG) — $11.8M (4.1%)
3. Vanguard S&p 500 ETF (VOO) — $10.6M (3.6%)
4. Vanguard Growth ETF (VUG) — $10.5M (3.6%)
5. Goldman Sachs Marketbeta US (GSUS) — $9.8M (3.4%)
What changes did LifePlan Investment Advisors, Inc. make in its most recent portfolio filing?
In the latest reported quarter, LifePlan Investment Advisors, Inc. made 128 notable position adjustments: 11 new positions were initiated, 66 existing holdings were added to, 49 positions were partially reduced, and 2 were completely exited. The largest of these moves: New buy: Ish Intl Ctry Rot Act ETF (CORO); New buy: Ishrs Sys Alt Act ETF (IALT); New buy: Innovator Eqty Mgd Floor ETF (SFLR); New buy: Ishares Esg Aware 1-5 Year U (SUSB); New buy: Lam Research CORP (LRCX)
What sectors does LifePlan Investment Advisors, Inc. focus on?
LifePlan Investment Advisors, Inc. is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 61.0%
• Industrials: 8.9%
• Health Care: 5.3%
• Consumer Discretionary: 5.3%
• Communication Services: 5.0%
• Utilities: 4.5%
Investment Profile
LifePlan Investment Advisors, Inc. returned an annualized 15.3% over the trailing 36 months — outperforming the S&P 500 by 0.9 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 0.69 (less volatile than the market) and a 42% quarterly batting average against the index.
Its portfolio is broadly diversified and moderately active, with 61.0% of the portfolio concentrated in Information Technology.
Its turnover score has risen from 0 to 20 over the past 4 quarters — a shift toward more active trading.
It has added to its IVV position over the past two quarters (+$7.7M, now $13.0M), while trimming QUAL over the same stretch (-$3.2M, still holding $844.5K).
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Developer Access
Access LifePlan Investment Advisors, Inc.'s institutional profile programmatically:
REST API
curl https://alphasmo.com/api/v1/institutions/lifeplan-investment-advisors-incCLI
npx alphasmo institutions get lifeplan-investment-advisors-inc