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

LifePlan Investment Advisors, Inc.

$254M in tracked AUM across 122 positions as of Q1 2026.

LI
CIK 0002045484 · last filed Mar 31, 2026
Total AUM
$254M
as of Q1 2026
Holdings
122
—
positions
Whale Score
48
48
tracked
Activity
—
no data
changes this Q
AI Analysis · Q1 2026

LifePlan Investment Advisors, Inc. 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
AGG
ISHARES TR
$12M119K4.7%02
VOO
VANGUARD INDEX FDS
$9M15K3.5%03
GSUS
GOLDMAN SACHS ETF TR
$9M98K3.5%04
VUG
VANGUARD INDEX FDS
$9M20K3.4%05
VEA
VANGUARD TAX-MANAGED FDS
$8M127K3.2%06
IVV
ISHARES TR
$7M10K2.7%07
VTV
VANGUARD INDEX FDS
$7M35K2.7%08
IAGG
ISHARES TR
$7M135K2.7%09
SCHE
SCHWAB STRATEGIC TR
$6M176K2.3%10
VBR
VANGUARD INDEX FDS
$6M26K2.2%

Filing history

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 positionsLocked2023Q2Jun 30
$89M—
53 positionsLocked