13F Insight
DOSSIER · 13F-HR · Q1 2026

LifePlan Financial, LLC

LifePlan Financial's family office based in Boston, MA — $135M in tracked AUM across 83 positions as of Q1 2026.

LF
LifePlan Financial·Boston, MA·Family Office
CIK 0001739485 · last filed Mar 31, 2026
Total AUM
$135M
▼ 19.8%
vs prior
Holdings
83
—
positions
Whale Score
55
55
tracked
Activity
—
no data
changes this Q
Top sector
Health Care
4% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

LifePlan Financial, LLC filed its latest 13F-HR for Q1 2026. See the latest holdings and position changes below.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
IAU
ISHARES GOLD TR
$12M135K8.8%
02
SPYG
SPDR SERIES TRUST
$9M93K6.8%
03
XLP
SELECT SECTOR SPDR TR
$9M110K6.7%
04
XLB
SELECT SECTOR SPDR TR
$7M150K5.5%
05
SWAN
AMPLIFY ETF TR
$5M147K3.4%
06
VGIT
VANGUARD SCOTTSDALE FDS
$5M77K3.4%
07
XLE
SELECT SECTOR SPDR TR
$3M48K2.2%
08
IBDT
ISHARES TR
$3M113K2.1%
09
IBDU
ISHARES TR
$3M123K2.1%
10
IBDS
ISHARES TR
$3M117K2.1%

Filing history

Filing history loading…