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: $126.2M83 positionsView on SEC.gov

			% of Portfolio
ADVANCED MICRO DEVICES INC	COM	$854K	0.7%Prev: 1.9%	5,279 SH	Decreased+694 SH
ALPHABET INC	CAP STK CL A	$2.1M	1.6%Prev: 1.7%	8,538 SH	Decreased+1,806 SH
AMAZON COM INC	COM	$1.2M	1.0%Prev: 1.2%	5,536 SH	Decreased-1,791 SH
AMERICAN INTL GROUP INC	COM NEW	$353K	0.3%Prev: 0.2%	4,496 SH	Increased+621 SH
AMERICAN TOWER CORP NEW	COM	$772K	0.6%	4,012 SH	New
AMPLIFY ETF TR	BLACKSWAN GRWT	$4.5M	3.6%Prev: 3.4%	141,108 SH	Decreased-5,170 SH
APPLE INC	COM	$846K	0.7%Prev: 0.2%	3,324 SH	Increased+2,237 SH
APPLIED MATLS INC	COM	$845K	0.7%Prev: 0.5%	4,125 SH	Increased+3,155 SH
AT&T INC	COM	$284K	0.2%	10,057 SH	New
AUTODESK INC	COM	$1.2M	1.0%Prev: 0.7%	3,812 SH	Increased-1,585 SH
BORGWARNER INC	COM	$556K	0.4%Prev: 0.3%	12,638 SH	Increased+7,239 SH
CAPITAL ONE FINL CORP	COM	$262K	0.2%	1,231 SH	New
CATERPILLAR INC	COM	$1.0M	0.8%Prev: 1.4%	2,171 SH	Decreased+265 SH
CITIGROUP INC	COM NEW	$1.2M	0.9%Prev: 0.7%	11,539 SH	Increased+4,847 SH
COMCAST CORP NEW	CL A	$1.3M	1.0%Prev: 1.1%	40,839 SH	Decreased-21,306 SH
CONSTELLATION BRANDS INC	CL A	$412K	0.3%	3,062 SH	New
CORTEVA INC	COM	$1.1M	0.9%Prev: 1.0%	16,740 SH	Decreased-714 SH
CROWN CASTLE INC	COM	$204K	0.2%	2,119 SH	New
CVS HEALTH CORP	COM	$1.7M	1.3%Prev: 1.7%	22,486 SH	Decreased-526 SH
DANAHER CORPORATION	COM	$540K	0.4%	2,725 SH	New
DUKE ENERGY CORP NEW	COM NEW	$1.3M	1.0%Prev: 1.0%	10,208 SH	Decreased-1,528 SH
EMERSON ELEC CO	COM	$957K	0.8%	7,295 SH	New
EQUIFAX INC	COM	$254K	0.2%Prev: 0.2%	992 SH	Decreased-971 SH
EXPEDIA GROUP INC	COM NEW	$960K	0.8%Prev: 0.7%	4,493 SH	Decreased+710 SH
EXXON MOBIL CORP	COM	$732K	0.6%Prev: 0.6%	6,492 SH	Decreased-136 SH
GENERAL DYNAMICS CORP	COM	$1.2M	1.0%Prev: 0.9%	3,576 SH	Decreased-98 SH
GILEAD SCIENCES INC	COM	$610K	0.5%Prev: 0.5%	5,496 SH	Decreased+97 SH
HASBRO INC	COM	$957K	0.8%Prev: 0.3%	12,611 SH	Increased+7,400 SH
HORMEL FOODS CORP	COM	$332K	0.3%Prev: 0.2%	13,422 SH	Decreased
ISHARES GOLD TR	ISHARES NEW	$11.1M	8.8%Prev: 6.9%	152,529 SH	Increased+21,400 SH
ISHARES TR	CORE 40/60 MODER	$1.6M	1.2%	32,791 SH	New
ISHARES TR	CORE DIV GRWTH	$784K	0.6%Prev: 0.5%	11,519 SH	Increased+1,382 SH
ISHARES TR	CORE S&P SCP ETF	$230K	0.2%Prev: 0.2%	1,932 SH	Decreased+237 SH
ISHARES TR	GNMA BOND ETF	$2.1M	1.7%Prev: 1.6%	47,967 SH	Decreased-4,193 SH
ISHARES TR	IBDS DEC28 ETF	$2.7M	2.1%Prev: 2.0%	104,345 SH	Decreased-10,572 SH
ISHARES TR	IBONDS 27 ETF	$2.6M	2.1%Prev: 2.0%	108,855 SH	Decreased-11,198 SH
ISHARES TR	IBONDS DEC 2030	$2.6M	2.1%Prev: 2.0%	119,462 SH	Decreased-12,822 SH
ISHARES TR	IBONDS DEC 29	$2.7M	2.1%Prev: 2.0%	113,667 SH	Decreased-11,361 SH
ISHARES TR	IBONDS DEC2026	$2.6M	2.1%Prev: 0.5%	108,565 SH	Increased+81,726 SH
JOHNSON & JOHNSON	COM	$704K	0.6%Prev: 0.5%	3,798 SH	Decreased+987 SH
JOHNSON CTLS INTL PLC	SHS	$371K	0.3%	3,373 SH	New
KENVUE INC	COM	$297K	0.2%	18,270 SH	New
KRAFT HEINZ CO	COM	$288K	0.2%	11,074 SH	New
LAM RESEARCH CORP	COM NEW	$208K	0.2%Prev: 0.3%	1,554 SH	Decreased+410 SH
LOCKHEED MARTIN CORP	COM	$342K	0.3%Prev: 0.3%	686 SH	Decreased-148 SH
MCDONALDS CORP	COM	$924K	0.7%Prev: 0.4%	3,039 SH	Increased+1,120 SH
MEDTRONIC PLC	SHS	$2.2M	1.8%Prev: 1.2%	23,227 SH	Increased+2,222 SH
MERCK & CO INC	COM	$595K	0.5%Prev: 0.6%	7,093 SH	Decreased+278 SH
MICROSOFT CORP	COM	$2.8M	2.2%Prev: 1.7%	5,463 SH	Increased-1,043 SH
MONDELEZ INTL INC	CL A	$718K	0.6%Prev: 1.0%	11,500 SH	Decreased-12,201 SH
MOTOROLA SOLUTIONS INC	COM NEW	$442K	0.3%Prev: 0.5%	966 SH	Decreased-726 SH
NIKE INC	CL B	$1.0M	0.8%Prev: 0.8%	14,675 SH	Decreased-11,565 SH
NXP SEMICONDUCTORS N V	COM	$2.0M	1.6%Prev: 1.8%	8,600 SH	Decreased-389 SH
PALO ALTO NETWORKS INC	COM	$1.5M	1.2%Prev: 1.6%	7,290 SH	Decreased+632 SH
PAYPAL HLDGS INC	COM	$1.9M	1.5%Prev: 1.2%	27,631 SH	Increased-13,274 SH
QUALCOMM INC	COM	$401K	0.3%Prev: 0.3%	2,412 SH	Decreased-239 SH
RTX CORPORATION	COM	$776K	0.6%Prev: 0.5%	4,636 SH	Increased+1,183 SH
S&P GLOBAL INC	COM	$1.0M	0.8%Prev: 1.1%	2,077 SH	Decreased-1,814 SH
SALESFORCE INC	COM	$2.2M	1.7%Prev: 1.1%	9,166 SH	Increased-423 SH
SCHLUMBERGER LTD	COM STK	$971K	0.8%	28,240 SH	New
SCHWAB STRATEGIC TR	SHT TM US TRES	$1.0M	0.8%Prev: 0.7%	41,209 SH	Increased+1,188 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$680K	0.5%Prev: 0.5%	24,924 SH	Decreased+1,725 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$830K	0.7%Prev: 0.6%	31,500 SH	Increased+4,025 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$617K	0.5%Prev: 0.5%	20,828 SH	Decreased+2,711 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$765K	0.6%Prev: 0.6%	27,425 SH	Decreased+2,661 SH
SELECT SECTOR SPDR TR	ENERGY	$2.3M	1.8%	25,531 SH	New
SELECT SECTOR SPDR TR	SBI CONS STPLS	$7.8M	6.2%	99,339 SH	New
SELECT SECTOR SPDR TR	SBI MATERIALS	$5.9M	4.7%	65,575 SH	New
SPDR GOLD TR	GOLD SHS	$218K	0.2%Prev: 0.2%	613 SH	Decreased
SPDR SERIES TRUST	PRTFLO S&P500 GW	$9.5M	7.5%	90,683 SH	New
TARGET CORP	COM	$773K	0.6%Prev: 0.4%	8,613 SH	Increased+3,721 SH
TERADYNE INC	COM	$1.2M	0.9%Prev: 1.5%	8,359 SH	Decreased+3,850 SH
THERMO FISHER SCIENTIFIC INC	COM	$325K	0.3%	670 SH	New
US BANCORP DEL	COM NEW	$1.7M	1.4%	35,469 SH	New
VANGUARD INDEX FDS	MID CAP ETF	$1.0M	0.8%Prev: 0.7%	3,482 SH	Decreased-9,598 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$564K	0.4%Prev: 0.4%	7,897 SH	Increased+1,294 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$4.3M	3.4%Prev: 3.2%	71,225 SH	Decreased-7,019 SH
VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$2.1M	1.7%Prev: 1.6%	45,484 SH	Decreased-3,996 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$1.0M	0.8%Prev: 0.7%	12,716 SH	Increased+513 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$1.7M	1.3%Prev: 1.1%	4,132 SH	Increased-14,139 SH
VENTAS INC	COM	$229K	0.2%Prev: 0.1%	3,278 SH	Increased+1,007 SH
VERIZON COMMUNICATIONS INC	COM	$1.4M	1.1%Prev: 0.8%	31,430 SH	Increased+4,150 SH
WALMART INC	COM	$1.2M	1.0%	11,699 SH	New

Sold (vs prior filing)

ADOBE INC — $210K
AIRBNB INC — $610K
AMERICAN TOWER CORP — $1.1M
ARISTA NETWORKS INC — $591K
AUTOMATIC DATA PROCESSING IN — $347K
CHIPOTLE MEXICAN GRILL INC — $285K
COCA COLA CO — $425K
COLGATE PALMOLIVE CO — $825K
CORNING INC — $252K
DANAHER CORP DEL — $1.3M
INTEL CORP — $208K
ISHARES TR — $1.7M
ISHARES TR — $2.2M
MASCO CORP — $799K
NVIDIA CORPORATION — $764K
PEPSICO INC — $478K
SELECT SECTOR SPDR TR — $2.5M
SELECT SECTOR SPDR TR — $7.6M
SELECT SECTOR SPDR TR — $9.4M
SERVICENOW INC — $698K
… and 5 more

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