LifePlan Financial, LLC

CIK 0001739485 • 6 13F filings • Apr 25, 2025 – Jul 21, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $120.7M89 positionsView on SEC.gov

			% of Portfolio
ADVANCED MICRO DEVICES INC	COM	$759K	0.6%Prev: 0.7%	5,350 SH	Decreased+493 SH
ALPHABET INC	CAP STK CL A	$1.6M	1.3%Prev: 1.6%	8,809 SH	Decreased+1,131 SH
AMAZON COM INC	COM	$1.2M	1.0%Prev: 1.1%	5,425 SH	Decreased-1,858 SH
AMERICAN INTL GROUP INC	COM NEW	$407K	0.3%Prev: 0.2%	4,758 SH	Increased+508 SH
AMERICAN TOWER CORP NEW	COM	$540K	0.4%	2,441 SH	New
AMPLIFY ETF TR	BLACKSWAN GRWT	$4.3M	3.6%Prev: 3.4%	141,065 SH	Decreased-6,090 SH
APPLE INC	COM	$706K	0.6%Prev: 0.6%	3,441 SH	Decreased+472 SH
APPLIED MATLS INC	COM	$755K	0.6%Prev: 1.0%	4,126 SH	Decreased+338 SH
AT&T INC	COM	$642K	0.5%Prev: 0.2%	22,190 SH	Increased+12,419 SH
AUTODESK INC	COM	$1.1M	0.9%Prev: 0.9%	3,616 SH	Decreased-1,750 SH
BECTON DICKINSON & CO	COM	$347K	0.3%	2,015 SH	New
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$271K	0.2%	557 SH	New
BORGWARNER INC	COM	$805K	0.7%Prev: 0.3%	24,052 SH	Increased+17,746 SH
CAPITAL ONE FINL CORP	COM	$292K	0.2%	1,374 SH	New
CATERPILLAR INC	COM	$339K	0.3%Prev: 1.0%	873 SH	Decreased-1,131 SH
CITIGROUP INC	COM NEW	$1.0M	0.9%Prev: 0.6%	12,302 SH	Increased+4,587 SH
CME GROUP INC	COM	$472K	0.4%	1,711 SH	New
COGNIZANT TECHNOLOGY SOLUTIO	CL A	$536K	0.4%	6,869 SH	New
COMCAST CORP NEW	CL A	$1.3M	1.1%Prev: 1.2%	37,608 SH	Decreased-16,930 SH
CONSTELLATION BRANDS INC	CL A	$516K	0.4%	3,169 SH	New
CORTEVA INC	COM	$1.3M	1.1%Prev: 1.1%	17,509 SH	Decreased-592 SH
CROWN CASTLE INC	COM	$227K	0.2%	2,212 SH	New
CVS HEALTH CORP	COM	$1.4M	1.2%Prev: 1.2%	20,866 SH	Decreased-2,038 SH
DANAHER CORPORATION	COM	$536K	0.4%	2,714 SH	New
DUKE ENERGY CORP NEW	COM NEW	$1.2M	1.0%Prev: 1.1%	9,999 SH	Decreased-1,647 SH
EMERSON ELEC CO	COM	$1.0M	0.9%Prev: 0.5%	7,720 SH	Increased+2,539 SH
EQUIFAX INC	COM	$292K	0.2%Prev: 0.3%	1,127 SH	Decreased-1,189 SH
EXPEDIA GROUP INC	COM NEW	$416K	0.3%Prev: 0.7%	2,466 SH	Decreased-1,627 SH
EXXON MOBIL CORP	COM	$671K	0.6%Prev: 0.8%	6,227 SH	Decreased-281 SH
GENERAL DYNAMICS CORP	COM	$978K	0.8%Prev: 0.9%	3,353 SH	Decreased-80 SH
GILEAD SCIENCES INC	COM	$624K	0.5%Prev: 0.5%	5,627 SH	Decreased+493 SH
HASBRO INC	COM	$954K	0.8%Prev: 0.7%	12,918 SH	Increased+3,507 SH
HORMEL FOODS CORP	COM	$417K	0.3%Prev: 0.2%	13,784 SH	Increased+362 SH
ISHARES GOLD TR	ISHARES NEW	$10.1M	8.3%Prev: 8.8%	161,217 SH	Decreased+25,761 SH
ISHARES TR	CORE 40/60 MODER	$1.7M	1.4%Prev: 1.3%	37,643 SH	Decreased+342 SH
ISHARES TR	CORE DIV GRWTH	$778K	0.6%Prev: 0.5%	12,161 SH	Increased+1,826 SH
ISHARES TR	CORE S&P SCP ETF	$213K	0.2%Prev: 0.2%	1,948 SH	Decreased+182 SH
ISHARES TR	GNMA BOND ETF	$2.1M	1.7%Prev: 1.7%	46,919 SH	Decreased-4,474 SH
ISHARES TR	IBDS DEC28 ETF	$2.6M	2.2%Prev: 2.1%	102,340 SH	Decreased-10,237 SH
ISHARES TR	IBONDS 27 ETF	$2.6M	2.1%Prev: 2.1%	106,728 SH	Decreased-10,396 SH
ISHARES TR	IBONDS DEC 2030	$1.9M	1.6%Prev: 2.1%	86,130 SH	Decreased-43,485 SH
ISHARES TR	IBONDS DEC 29	$2.6M	2.2%Prev: 2.1%	111,739 SH	Decreased-10,798 SH
ISHARES TR	IBONDS DEC2026	$2.6M	2.1%Prev: 1.0%	106,453 SH	Increased+51,532 SH
ISHARES TR	IBONDS DEC25 ETF	$720K	0.6%	28,601 SH	New
JOHNSON & JOHNSON	COM	$604K	0.5%Prev: 0.6%	3,955 SH	Decreased+598 SH
JOHNSON CTLS INTL PLC	SHS	$370K	0.3%	3,501 SH	New
KENVUE INC	COM	$396K	0.3%Prev: 0.2%	18,909 SH	Increased+2,878 SH
KRAFT HEINZ CO	COM	$578K	0.5%	22,390 SH	New
LOCKHEED MARTIN CORP	COM	$334K	0.3%Prev: 0.4%	722 SH	Decreased-90 SH
MASCO CORP	COM	$410K	0.3%	6,367 SH	New
MCDONALDS CORP	COM	$888K	0.7%Prev: 0.7%	3,040 SH	Decreased-172 SH
MEDTRONIC PLC	SHS	$2.0M	1.7%Prev: 1.3%	22,955 SH	Increased+2,801 SH
MICROSOFT CORP	COM	$2.8M	2.3%Prev: 1.7%	5,632 SH	Increased-455 SH
MONDELEZ INTL INC	CL A	$317K	0.3%Prev: 0.7%	4,695 SH	Decreased-11,112 SH
MOTOROLA SOLUTIONS INC	COM NEW	$412K	0.3%Prev: 0.6%	979 SH	Decreased-764 SH
NIKE INC	CL B	$972K	0.8%Prev: 0.7%	13,678 SH	Increased-4,360 SH
NXP SEMICONDUCTORS N V	COM	$1.6M	1.4%Prev: 1.3%	7,465 SH	Decreased-1,715 SH
PALO ALTO NETWORKS INC	COM	$1.3M	1.1%Prev: 0.8%	6,452 SH	Increased-563 SH
PAYPAL HLDGS INC	COM	$1.9M	1.6%Prev: 1.2%	26,009 SH	Increased-10,387 SH
QUALCOMM INC	COM	$399K	0.3%Prev: 0.3%	2,504 SH	Decreased-783 SH
RTX CORPORATION	COM	$737K	0.6%Prev: 0.6%	5,048 SH	Decreased+1,008 SH
S&P GLOBAL INC	COM	$561K	0.5%Prev: 1.0%	1,064 SH	Decreased-2,219 SH
SALESFORCE INC	COM	$2.4M	2.0%Prev: 1.7%	8,760 SH	Increased-3,214 SH
SCHLUMBERGER LTD	COM STK	$881K	0.7%	26,059 SH	New
SCHWAB STRATEGIC TR	SHT TM US TRES	$1.0M	0.9%Prev: 0.7%	42,234 SH	Increased+2,732 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$657K	0.5%Prev: 0.5%	24,804 SH	Decreased+1,027 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$827K	0.7%Prev: 0.5%	33,836 SH	Increased+5,285 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$595K	0.5%Prev: 0.4%	21,228 SH	Increased+2,282 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$734K	0.6%Prev: 0.6%	29,009 SH	Decreased+3,347 SH
SELECT SECTOR SPDR TR	ENERGY	$2.2M	1.8%	26,271 SH	New
SELECT SECTOR SPDR TR	SBI CONS STPLS	$7.8M	6.5%	96,828 SH	New
SELECT SECTOR SPDR TR	SBI MATERIALS	$5.5M	4.5%	62,181 SH	New
SPDR SERIES TRUST	PRTFLO S&P500 GW	$8.9M	7.4%	93,718 SH	New
TARGET CORP	COM	$422K	0.3%Prev: 0.7%	4,276 SH	Decreased-3,993 SH
TERADYNE INC	COM	$312K	0.3%Prev: 1.0%	3,465 SH	Decreased-1,224 SH
THE CIGNA GROUP	COM	$225K	0.2%	681 SH	New
THERMO FISHER SCIENTIFIC INC	COM	$275K	0.2%	678 SH	New
TYSON FOODS INC	CL A	$359K	0.3%	6,413 SH	New
US BANCORP DEL	COM NEW	$1.5M	1.3%	33,559 SH	New
VANGUARD INDEX FDS	MID CAP ETF	$1.0M	0.9%Prev: 0.7%	3,691 SH	Increased+410 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$571K	0.5%Prev: 0.4%	8,493 SH	Increased+1,680 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$4.2M	3.5%Prev: 3.4%	69,920 SH	Decreased-6,699 SH
VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$2.1M	1.7%Prev: 1.7%	44,571 SH	Decreased-4,233 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$1.0M	0.9%Prev: 0.7%	13,060 SH	Increased+1,000 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$1.6M	1.4%Prev: 1.0%	4,474 SH	Increased+678 SH
VENTAS INC	COM	$467K	0.4%Prev: 0.2%	7,403 SH	Increased+4,801 SH
VERIZON COMMUNICATIONS INC	COM	$1.1M	0.9%Prev: 1.3%	25,412 SH	Decreased-10,626 SH
WALMART INC	COM	$1.2M	1.0%	11,794 SH	New
WELLS FARGO CO NEW	COM	$211K	0.2%	2,635 SH	New

Sold (vs prior filing)

ADOBE INC — $314K
AMERICAN TOWER CORP — $1.1M
AUTOMATIC DATA PROCESSING IN — $312K
CHIPOTLE MEXICAN GRILL INC — $314K
COCA COLA CO — $478K
COLGATE PALMOLIVE CO — $825K
DANAHER CORP DEL — $1.0M
ISHARES TR — $1.5M
LAM RESEARCH CORP — $263K
MERCK & CO INC — $847K
SELECT SECTOR SPDR TR — $9.0M
SELECT SECTOR SPDR TR — $2.9M
SELECT SECTOR SPDR TR — $7.5M
SLB LIMITED — $1.6M
SPDR GOLD TR — $264K
SPDR SERIES TRUST — $9.1M
US BANCORP — $2.0M
ZOETIS INC — $522K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 13, 2026	Q3 2026	13F-HR	0001739485-26-000006	—	View
Jan 20, 2026	Q4 2025	13F-HR	0001739485-26-000001	$130.4M	View
Nov 13, 2025	Q3 2025