DOSSIER · 13F-HR · Q2 2026

LifePlan Financial, LLC

$143M in tracked AUM across 89 positions as of Q2 2026.

LF
CIK 0001739485 · last filed Jun 30, 2026
Total AUM
$143M
as of Q2 2026
Holdings
89
positions
Whale Score
57
57
tracked
Activity
no data
changes this Q
AI Analysis · Q2 2026

LifePlan Financial, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
SPYG
SPDR SERIES TRUST
$11M91K7.6%
02
IAU
ISHARES GOLD TR
$10M131K6.9%
03
XLP
SELECT SECTOR SPDR TR
$9M113K6.6%
04
XLB
SELECT SECTOR SPDR TR
$8M149K5.3%
05
SWAN
AMPLIFY ETF TR
$5M146K3.4%
06
VGIT
VANGUARD SCOTTSDALE FDS
$5M78K3.2%
07
IBDS
ISHARES TR
$3M120K2.0%
08
IBDT
ISHARES TR
$3M115K2.0%
09
IBDU
ISHARES TR
$3M125K2.0%
10
IBDV
ISHARES TR
$3M132K2.0%

Filing history

2026Q2Jun 30
$143M 5.5%
89 positionsView →
2026Q1Mar 31
$135M 3.8%
83 positionsView →
2025Q4Dec 31
$130M 3.3%
86 positionsView →
2025Q3Sep 30
$126M 4.6%
83 positionsView →
2025Q2Jun 30
$121M 5.2%
89 positionsLocked
2025Q1Mar 31
$115M 1.3%
89 positionsLocked
2024Q4Dec 31
$113M 2.9%
86 positionsLocked
2024Q3Sep 30
$117M 7.3%
88 positionsLocked
2024Q2Jun 30
$109M 0.5%
90 positionsLocked
2024Q1Mar 31
$109M 9.3%
94 positionsLocked
2023Q4Dec 31
$100M
89 positionsLocked