LifePlan Financial, LLC
LifePlan Financial, LLC reported 89 positions worth $142.8M as of June 30, 2026 (13F filed July 21, 2026). Largest holding: SPYG (7.6%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | SPYG | SH | $10.8M | 7.55% | 90,592 | — | — | |
| ▸ 2 | IAU | SH | $9.9M | 6.94% | 131,129 | — | — | |
| ▸ 3 | XLP | SH | $9.4M | 6.57% | 112,886 | — | — | |
| ▸ 4 | XLB | SH | $7.6M | 5.31% | 149,110 | — | — | |
| ▸ 5 | SWAN | SH | $4.9M | 3.42% | 146,278 | — | — | |
| ▸ 6 | VGIT | SH | $4.6M | 3.23% | 78,244 | — | — | |
| ▸ 7 | IBDS | SH | $2.9M | 2.04% | 120,053 | — | — | |
| ▸ 8 | IBDT | SH | $2.9M | 2.03% | 114,917 | — | — | |
| ▸ 9 | IBDU | SH | $2.9M | 2.03% | 125,028 | — | — | |
| ▸ 10 | IBDV | SH | $2.9M | 2.02% | 132,284 | — | — |
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Frequently Asked Questions
What stocks does LifePlan Financial, LLC hold as of Q2 2026?
LifePlan Financial, LLC reported 89 positions worth $142.8M in its Q2 2026 13F filing. Largest positions: SPYG (7.6%), IAU (6.9%), XLP (6.6%), XLB (5.3%) and SWAN (3.4%).
What did LifePlan Financial, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did LifePlan Financial, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.