Lifeplan Financial
$141M 13F equity value
95 Holdings
Quarter ended September 30, 2026
The latest 13F on file for Lifeplan Financial covers the quarter ended September 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| SPYG | SPDR SERIES TRUST | 88,923 | $11M | 7.9% |
| IAU | ISHARES GOLD TR | 131,468 | $10M | 7.2% |
| XLP | SELECT SECTOR SPDR TR | 114,209 | $10M | 6.7% |
| XLB | SELECT SECTOR SPDR TR | 149,034 | $7M | 5.2% |
| SWAN | AMPLIFY ETF TR | 145,428 | $5M | 3.3% |
| VGIT | VANGUARD SCOTTSDALE FDS | 79,946 | $5M | 3.2% |
| MSFT | MICROSOFT CORP | 7,938 | $4M | 2.9% |
| XLE | SELECT SECTOR SPDR TR | 46,065 | $3M | 2.1% |
| IBDT | ISHARES TR | 117,247 | $3M | 2.1% |
| IBDU | ISHARES TR | 127,762 | $3M | 2.1% |
Track Lifeplan Financial's 13F portfolio: $141M in reported holdings, 95 positions. Top holdings and quarterly changes on SentiSense.
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