account_balance

Investment manager · 13F filer · SEC CIK 1739485

LifePlan Financial, LLC

Reported value$141Mas of Sep 30, 2026
Positions91 6 new, 4 sold out
Top 10 weight42.7%SPYG alone is 8%
FiledOct 1313 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
SPYG SPDR Series Trust 7.9% Held
IAU iShares Gold Trust 7.2% Held
XLP Select Sector SPDR Tr 6.7% Held
XLB Select Sector SPDR Tr 5.2% Held
SWAN Amplify ETF Tr 3.3% Held
VGIT Vanguard Scottsdale FDS 3.2% Added +2%
MSFT Microsoft Corp 2.9% Added +22%
XLE Select Sector SPDR Tr 2.1% Held
IBDT iShares Tr 2.1% Added +2%
IBDU iShares Tr 2.1% Added +2%
IBDS iShares Tr 2.0% Held
IBDV iShares Tr 2.0% Added +2%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 13, 2026, compared with the Jul 21, 2026 filing
add_circleNew
arrow_upwardAdded
arrow_downwardTrimmed
remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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