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CIK: 0002045484
Total reported value
$290.5M
$290.5M
122 檔
15.9%
The Q1 2026 SEC filing reveals that LifePlan Investment Advisors, Inc. held a total portfolio value of $290.5M, covering 122 public equity positions.
In Q1 2026, LifePlan Investment Advisors, Inc. displayed an active expansion posture, initiating 14 new positions and adding to 59 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 4.65% | -0.59% | -0.75% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.52% | +0.13% | -7.32% | |
| 3 | GSUS | Goldman Sachs Marketbeta US | ETF-Commodities | 3.46% | -0.09% | +2.73% | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 3.37% | +0.26% | +8.19% | |
| 5 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 3.19% | +0.14% | +3.94% | |
| 6 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.68% | +1.81% | +35.16% | |
| 7 | VTV | Vanguard Value ETF | ETF-Other | 2.68% | +0.02% | +4.36% | |
| 8 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 2.66% | -0.84% | +7.65% | |
| 9 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 2.28% | -0.12% | +0.65% | |
| 10 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 2.24% | -0.07% | -2.40% | |
| 11 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 2.18% | +0.61% | +10.34% | |
| 12 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 2.14% | -0.35% | +4.05% | |
| 13 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 2.06% | -0.45% | +14.51% | |
| 14 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.88% | -0.40% | +2.46% | |
| 15 | SCHF | Schwab Intl Equity ETF | ETF-Other | 1.81% | -0.07% | -4.59% | |
| 16 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.80% | -0.12% | -3.59% | |
| 17 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.77% | +0.06% | -1.79% | |
| 18 | GCOR | Goldman Sachs Access US Agg | ETF-Commodities | 1.76% | -0.23% | +12.32% | |
| 19 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.76% | -0.44% | +23.72% | |
| 20 | IAU | Ishares Gold Trust | ETF-Commodities | 1.72% | -0.39% | -28.46% | |
| 21 | SCHV | Schwab US Large-cap Value | ETF-Other | 1.56% | -0.01% | -3.41% | |
| 22 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.55% | +0.04% | +9.86% | |
| 23 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.53% | +0.06% | -11.54% | |
| 24 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.51% | +0.04% | +8.89% | |
| 25 | AAPL | Apple Inc | Stock-Tech | 1.48% | +0.05% | +2.01% | |
| 26 | GSIE | Goldman Sachs Activebeta Int | ETF-Commodities | 1.40% | -0.07% | +10.54% | |
| 27 | FUTY | Fidelity Msci US Utilities | ETF-Other | 1.38% | -0.19% | -2.87% | |
| 28 | SCHG | Schwab US Large-cap Growth | ETF-Other | 1.35% | +0.01% | +4.83% | |
| 29 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 1.34% | -0.16% | +5.60% | |
| 30 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.32% | -0.77% | -9.66% | |
| 31 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 1.30% | -0.13% | -8.55% | |
| 32 | SCHH | Schwab US Reit ETF | ETF-Other | 1.27% | -0.05% | -1.11% | |
| 33 | VNQI | Vanguard Glbl Ex-us Real Est | ETF-Other | 1.24% | -0.14% | +2.46% | |
| 34 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.17% | +0.01% | +5.79% | |
| 35 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 1.17% | -0.13% | +13.87% | |
| 36 | NVDA | Nvidia CORP | Stock-Tech | 1.04% | -0.01% | +21.02% | |
| 37 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.98% | -0.69% | -35.98% | |
| 38 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.86% | +0.04% | +356.93% | |
| 39 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 0.85% | -0.08% | +16.22% | |
| 40 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.82% | -0.10% | +12.87% | |
| 41 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.81% | +0.16% | +509.28% | |
| 42 | MBB | Ishares Mbs ETF | ETF-Other | 0.80% | +0.09% | +10.36% | |
| 43 | MUB | Ishares National Muni Bond E | ETF-Other | 0.76% | +0.02% | -3.71% | |
| 44 | VB | Vanguard Small-cap ETF | ETF-Other | 0.75% | +0.04% | +6.39% | |
| 45 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.72% | -0.14% | -16.96% | |
| 46 | WDC | Western Digital CORP | Stock-Tech | 0.72% | +0.76% | — | |
| 47 | BAI | Ishrs Ai In And Tech Act ETF | ETF-Tech | 0.71% | +0.07% | +14.25% | |
| 48 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.71% | -0.07% | +54.45% | |
| 49 | THRO | Ishares U.s. Thematic Rotati | ETF-Other | 0.70% | -0.23% | +9.82% | |
| 50 | IDEV | Ishares Core Msci Dev Mkts | ETF-Other | 0.61% | -0.09% | -8.96% |
According to official SEC Form 13F filings, LifePlan Investment Advisors, Inc. reported a total U.S. public equity portfolio value of $290.5M across 122 disclosed positions in Q1 2026.
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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 AGG, VOO, GSUS) accounted for 15.9% of total reported equity market value during Q1 2026.
Top New Position Initiated
WDC
市值: $1.8M
Top Position Liquidated / Trimmed
OEF
前期市值: $3.2M
During Q1 2026, LifePlan Investment Advisors, Inc.'s top holdings by market value included AGG (4.7%)、VOO (3.5%)、GSUS (3.5%). The largest single position, AGG, represented 4.7% of total portfolio value.
In Q1 2026, LifePlan Investment Advisors, Inc. made 126 total portfolio adjustments, initiating 14 new buys, adding to 59 positions, trimming 45 holdings, and fully liquidating 8 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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