Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
LifePlan Financial, LLC (CIK 1739485) reported $135.3M across 83 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IAU ($11.9M, 8.83%), SPYG ($9.1M, 6.75%), XLP ($9.0M, 6.65%), XLB ($7.5M, 5.53%), SWAN ($4.6M, 3.38%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IAU | ISHARES GOLD TR | $11.9M | 8.83% | 135,456 | Trimmed |
| 2 | SPYG | SPDR SERIES TRUST | $9.1M | 6.75% | 93,330 | Added |
| 3 | XLP | SELECT SECTOR SPDR TR | $9.0M | 6.65% | 109,847 | Added |
| 4 | XLB | SELECT SECTOR SPDR TR | $7.5M | 5.53% | 149,798 | Added |
| 5 | SWAN | AMPLIFY ETF TR | $4.6M | 3.38% | 147,155 | Added |
| 6 | VGIT | VANGUARD SCOTTSDALE FDS | $4.6M | 3.37% | 76,619 | Added |
| 7 | XLE | SELECT SECTOR SPDR TR | $2.9M | 2.17% | 47,870 | Trimmed |
| 8 | IBDT | ISHARES TR | $2.9M | 2.11% | 112,577 | Added |
| 9 | IBDU | ISHARES TR | $2.9M | 2.11% | 122,537 | Added |
| 10 | IBDS | ISHARES TR | $2.8M | 2.10% | 117,124 | Added |
| 11 | IBDV | ISHARES TR | $2.8M | 2.10% | 129,615 | Added |
| 12 | VMBS | VANGUARD SCOTTSDALE FDS | $2.3M | 1.69% | 48,804 | Added |
| 13 | GNMA | ISHARES TR | $2.3M | 1.68% | 51,393 | Added |
| 14 | MSFT | MICROSOFT CORP | $2.3M | 1.67% | 6,087 | Added |
| 15 | CRM | SALESFORCE INC | $2.2M | 1.65% | 11,974 | Added |
| 16 | GOOGL | ALPHABET INC | $2.2M | 1.63% | 7,678 | Trimmed |
| 17 | USB | US BANCORP | $2.0M | 1.51% | 39,165 | Added |
| 18 | NXPI | NXP SEMICONDUCTORS N V | $1.8M | 1.34% | 9,180 | Trimmed |
| 19 | VZ | VERIZON COMMUNICATIONS INC | $1.8M | 1.34% | 36,038 | Added |
| 20 | AOM | ISHARES TR | $1.8M | 1.31% | 37,301 | Added |
| 21 | MDT | MEDTRONIC PLC | $1.7M | 1.29% | 20,154 | Trimmed |
| 22 | CVS | CVS HEALTH CORP | $1.6M | 1.22% | 22,904 | Trimmed |
| 23 | PYPL | PAYPAL HLDGS INC | $1.6M | 1.22% | 36,396 | Added |
| 24 | SLB | SLB LIMITED | $1.6M | 1.19% | 31,302 | Trimmed |
| 25 | CMCSA | COMCAST CORP NEW | $1.6M | 1.16% | 54,538 | Added |
Source: SEC Form 13F filings · as of 2026-03-31