13F Insight
DOSSIER · 13F-HR · Q3 2026

LifePlan Financial, LLC

$141M in tracked AUM across 91 positions as of Q3 2026.

LF
CIK 0001739485 · last filed Sep 30, 2026
Total AUM
$141M
as of Q3 2026
Holdings
91
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

LifePlan Financial, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
SPYG
SPDR SERIES TRUST
$11M89K7.9%02
IAU
ISHARES GOLD TR
$10M131K7.2%03
XLP
SELECT SECTOR SPDR TR
$10M114K6.7%04
XLB
SELECT SECTOR SPDR TR
$7M149K5.2%05
SWAN
AMPLIFY ETF TR
$5M145K3.3%06
VGIT
VANGUARD SCOTTSDALE FDS
$5M80K3.2%07
MSFT
MICROSOFT CORP
$4M8K2.9%08
XLE
SELECT SECTOR SPDR TR
$3M46K2.1%09
IBDT
ISHARES TR
$3M117K2.1%10
IBDU
ISHARES TR
$3M128K2.1%

Filing history

2026Q3Sep 30
$141M▼ 1.1%
91 positionsView →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 positionsLocked2025Q2Jun 30
$121M▲ 5.2%
89 positionsLocked2025Q1Mar 31
$115M▲ 1.3%
89 positionsLocked2024Q4Dec 31
$113M▼ 2.9%
86 positionsLocked2024Q3Sep 30
$117M▲ 7.3%
88 positionsLocked2024Q2Jun 30
$109M▼ 0.5%
90 positionsLocked2024Q1Mar 31
$109M▲ 9.3%
94 positionsLocked2023Q4Dec 31
$100M—
89 positionsLocked