13F Insight
DOSSIER · 13F-HR · Q2 2026

LifePlan Investment Advisors, Inc.

$291M in tracked AUM across 131 positions as of Q2 2026.

LI
CIK 0002045484 · last filed Jun 30, 2026
Total AUM
$291M
as of Q2 2026
Holdings
131
—
positions
Whale Score
50
50
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

LifePlan Investment Advisors, Inc. 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
IVV
ISHARES TR
$13M17K4.5%02
AGG
ISHARES TR
$12M119K4.1%03
VOO
VANGUARD INDEX FDS
$11M15K3.7%04
VUG
VANGUARD INDEX FDS
$11M122K3.6%05
GSUS
GOLDMAN SACHS ETF TR
$10M95K3.4%06
VEA
VANGUARD TAX-MANAGED FDS
$10M136K3.3%07
IUSB
ISHARES TR
$8M176K2.8%08
VTV
VANGUARD INDEX FDS
$8M36K2.7%09
VBR
VANGUARD INDEX FDS
$6M26K2.2%10
SCHE
SCHWAB STRATEGIC TR
$6M173K2.2%

Filing history

2026Q2Jun 30
$291M▲ 14.2%
131 positionsView →2026Q1Mar 31
$254M▲ 3.6%
122 positionsView →2025Q4Dec 31
$246M▲ 3.0%
116 positionsView →2025Q3Sep 30
$238M▲ 18.4%
117 positionsView →2025Q2Jun 30
$201M▲ 15.8%
108 positionsLocked2025Q1Mar 31
$174M▲ 7.5%
102 positionsLocked2024Q4Dec 31
$162M▲ 3.3%
99 positionsLocked2024Q3Sep 30
$156M▲ 12.7%
95 positionsLocked2024Q2Jun 30
$139M▲ 10.6%
86 positionsLocked2024Q1Mar 31
$125M▲ 14.8%
83 positionsLocked2023Q4Dec 31
$109M▲ 16.1%
69 positionsLocked2023Q3Sep 30
$94M▲ 5.2%
64 positionsLocked
Showing 12 of 13