LifePlan Investment Advisors, Inc.
CIK 0002045484 · RALEIGH, NC · Quarter end: 2026-06-30 · Filed on: 2026-08-11 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$290.5M
2026 Q2
Positions
131
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
32.3%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
IVV
ISHARES TR
4.5%
AGG
ISHARES TR
4.1%
VOO
VANGUARD INDEX FDS
3.7%
VUG
VANGUARD INDEX FDS
3.6%
GSUS
GOLDMAN SACHS ETF TR
3.4%
VEA
VANGUARD TAX-MANAGED FDS
3.3%
IUSB
ISHARES TR
2.8%
VTV
VANGUARD INDEX FDS
2.7%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.