LifePlan Financial, LLC

Est. AUM

$132.5M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	ISHARES GOLD TR	ISHARES NEW	$11.9M	135456	9.01%	SOLE
2	SPDR SERIES TRUST	STATE STREET SPD	$9.1M	93330	6.90%	SOLE
3	SELECT SECTOR SPDR TR	STATE STREET CON	$9.0M	109847	6.80%	SOLE
4	SELECT SECTOR SPDR TR	STATE STREET MAT	$7.5M	149798	5.65%	SOLE
5	AMPLIFY ETF TR	BLACKSWAN GRWT	$4.6M	147155	3.45%	SOLE
6	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$4.6M	76619	3.44%	SOLE
7	SELECT SECTOR SPDR TR	STATE STREET ENE	$2.9M	47870	2.21%	SOLE
8	ISHARES TR	IBDS DEC28 ETF	$2.9M	112577	2.15%	SOLE
9	ISHARES TR	IBONDS DEC 29	$2.9M	122537	2.15%	SOLE
10	ISHARES TR	IBONDS 27 ETF	$2.8M	117124	2.14%	SOLE
11	VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$2.3M	48804	1.73%	SOLE
12	ISHARES TR	GNMA BOND ETF	$2.3M	51393	1.72%	SOLE
13	MICROSOFT CORP	COM	$2.3M	6087	1.70%	SOLE
14	SALESFORCE INC	COM	$2.2M	11974	1.69%	SOLE
15	ALPHABET INC	CAP STK CL A	$2.2M	7678	1.67%	SOLE
16	US BANCORP	COM NEW	$2.0M	39165	1.54%	SOLE
17	VERIZON COMMUNICATIONS INC	COM	$1.8M	36038	1.37%	SOLE
18	NXP SEMICONDUCTORS N V	COM	$1.8M	9180	1.36%	SOLE
19	ISHARES TR	CORE 40/60 MODER	$1.8M	37301	1.33%	SOLE
20	MEDTRONIC PLC	SHS	$1.7M	20154	1.32%	SOLE
21	PAYPAL HLDGS INC	COM	$1.6M	36396	1.24%	SOLE
22	CVS HEALTH CORP	COM	$1.6M	22904	1.24%	SOLE
23	SLB LIMITED	COM STK	$1.6M	31302	1.21%	SOLE
24	COMCAST CORP NEW	CL A	$1.6M	54538	1.18%	SOLE
25	DUKE ENERGY CORP NEW	COM NEW	$1.5M	11646	1.15%	SOLE
26	AMAZON COM INC	COM	$1.5M	7283	1.15%	SOLE
27	CORTEVA INC	COM	$1.5M	18101	1.14%	SOLE
28	ISHARES TR	IBONDS DEC 2031	$1.5M	69700	1.10%	SOLE
29	CATERPILLAR INC	COM	$1.4M	2004	1.07%	SOLE
30	S&P GLOBAL INC	COM	$1.4M	3283	1.05%	SOLE
31	VANGUARD WORLD FD	MEGA GRWTH IND	$1.4M	3796	1.05%	SOLE
32	TERADYNE INC	COM	$1.4M	4689	1.05%	SOLE
33	ISHARES TR	IBONDS DEC2026	$1.3M	54921	1.00%	SOLE
34	APPLIED MATLS INC	COM	$1.3M	3788	0.98%	SOLE
35	AUTODESK INC	COM	$1.3M	5366	0.97%	SOLE
36	GENERAL DYNAMICS CORP	COM	$1.2M	3433	0.89%	SOLE
37	PALO ALTO NETWORKS INC	COM	$1.1M	7015	0.85%	SOLE
38	EXXON MOBIL CORP	COM	$1.1M	6508	0.83%	SOLE
39	AMERICAN TOWER CORP	COM	$1.1M	6196	0.81%	SOLE
40	DANAHER CORP DEL	COM	$1.0M	5417	0.78%	SOLE
41	TARGET CORP	COM	$1.0M	8269	0.76%	SOLE
42	MCDONALDS CORP	COM	$998K	3212	0.75%	SOLE
43	ADVANCED MICRO DEVICES INC	COM	$988K	4857	0.75%	SOLE
44	SCHWAB STRATEGIC TR	SHT TM US TRES	$959K	39502	0.72%	SOLE
45	VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$956K	12060	0.72%	SOLE
46	NIKE INC	CL B	$953K	18038	0.72%	SOLE
47	EXPEDIA GROUP INC	COM NEW	$945K	4093	0.71%	SOLE
48	VANGUARD INDEX FDS	MID CAP ETF	$942K	3281	0.71%	SOLE
49	MONDELEZ INTL INC	CL A	$911K	15807	0.69%	SOLE
50	HASBRO INC	COM	$881K	9411	0.67%	SOLE

1–50 of 82

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.