LifePlan Financial, LLC

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

Import this data to Google Sheets with:

=jivedata("lifeplan-financial-llc-0001739485-filer","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

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: $135.3M83 positionsView on SEC.gov

			% of Portfolio
ADOBE INC	COM	$314K	0.2%	1,291 SH	New
ADVANCED MICRO DEVICES INC	COM	$988K	0.7%Prev: 0.5%	4,857 SH	Increased-1,133 SH
ALPHABET INC	CAP STK CL A	$2.2M	1.6%Prev: 1.2%	7,678 SH	Increased-1,146 SH
AMAZON COM INC	COM	$1.5M	1.1%Prev: 0.8%	7,283 SH	Increased+2,303 SH
AMERICAN INTL GROUP INC	COM NEW	$320K	0.2%Prev: 0.4%	4,250 SH	Decreased-1,031 SH
AMERICAN TOWER CORP	COM	$1.1M	0.8%	6,196 SH	New
AMPLIFY ETF TR	BLACKSWAN GRWT	$4.6M	3.4%Prev: 3.6%	147,155 SH	Increased+3,889 SH
APPLE INC	COM	$754K	0.6%Prev: 0.5%	2,969 SH	Increased+605 SH
APPLIED MATLS INC	COM	$1.3M	1.0%	3,788 SH	New
AT&T INC	COM	$283K	0.2%Prev: 0.6%	9,771 SH	Decreased-12,889 SH
AUTODESK INC	COM	$1.3M	0.9%Prev: 0.9%	5,366 SH	Increased+1,387 SH
AUTOMATIC DATA PROCESSING IN	COM	$312K	0.2%	1,538 SH	New
BORGWARNER INC	COM	$342K	0.3%Prev: 0.9%	6,306 SH	Decreased-28,362 SH
CATERPILLAR INC	COM	$1.4M	1.0%Prev: 0.3%	2,004 SH	Increased+1,125 SH
CHIPOTLE MEXICAN GRILL INC	COM	$314K	0.2%	9,821 SH	New
CITIGROUP INC	COM NEW	$875K	0.6%Prev: 0.9%	7,715 SH	Decreased-6,156 SH
COCA COLA CO	COM	$478K	0.4%	6,279 SH	New
COLGATE PALMOLIVE CO	COM	$825K	0.6%	9,679 SH	New
COMCAST CORP NEW	CL A	$1.6M	1.2%Prev: 1.2%	54,538 SH	Increased+18,507 SH
CORTEVA INC	COM	$1.5M	1.1%Prev: 0.8%	18,101 SH	Increased+4,009 SH
CVS HEALTH CORP	COM	$1.6M	1.2%Prev: 1.1%	22,904 SH	Increased+3,910 SH
DANAHER CORP DEL	COM	$1.0M	0.8%	5,417 SH	New
DUKE ENERGY CORP NEW	COM NEW	$1.5M	1.1%Prev: 1.0%	11,646 SH	Increased+2,116 SH
EMERSON ELEC CO	COM	$679K	0.5%Prev: 0.7%	5,181 SH	Decreased-1,658 SH
EQUIFAX INC	COM	$417K	0.3%Prev: 0.2%	2,316 SH	Increased+1,162 SH
EXPEDIA GROUP INC	COM NEW	$945K	0.7%Prev: 0.4%	4,093 SH	Increased+1,561 SH
EXXON MOBIL CORP	COM	$1.1M	0.8%Prev: 0.6%	6,508 SH	Increased+441 SH
GENERAL DYNAMICS CORP	COM	$1.2M	0.9%Prev: 0.4%	3,433 SH	Increased+1,848 SH
GILEAD SCIENCES INC	COM	$716K	0.5%Prev: 0.7%	5,134 SH	Decreased-1,721 SH
HASBRO INC	COM	$881K	0.7%Prev: 0.3%	9,411 SH	Increased+3,265 SH
HORMEL FOODS CORP	COM	$304K	0.2%Prev: 0.4%	13,422 SH	Decreased-453 SH
ISHARES GOLD TR	ISHARES NEW	$11.9M	8.8%Prev: 9.1%	135,456 SH	Increased-40,817 SH
ISHARES TR	CORE 40/60 MODER	$1.8M	1.3%Prev: 1.5%	37,301 SH	Increased-679 SH
ISHARES TR	CORE DIV GRWTH	$725K	0.5%Prev: 0.7%	10,335 SH	Decreased-1,866 SH
ISHARES TR	CORE S&P SCP ETF	$220K	0.2%	1,766 SH	New
ISHARES TR	GNMA BOND ETF	$2.3M	1.7%Prev: 1.8%	51,393 SH	Increased+3,875 SH
ISHARES TR	IBDS DEC28 ETF	$2.9M	2.1%Prev: 2.3%	112,577 SH	Increased+9,032 SH
ISHARES TR	IBONDS 27 ETF	$2.8M	2.1%Prev: 2.3%	117,124 SH	Increased+9,263 SH
ISHARES TR	IBONDS DEC 2030	$2.8M	2.1%Prev: 1.2%	129,615 SH	Increased+67,538 SH
ISHARES TR	IBONDS DEC 2031	$1.5M	1.1%	69,700 SH	New
ISHARES TR	IBONDS DEC 29	$2.9M	2.1%Prev: 2.3%	122,537 SH	Increased+9,274 SH
ISHARES TR	IBONDS DEC2026	$1.3M	1.0%Prev: 2.3%	54,921 SH	Decreased-52,702 SH
JOHNSON & JOHNSON	COM	$821K	0.6%Prev: 0.6%	3,357 SH	Increased-639 SH
KENVUE INC	COM	$276K	0.2%Prev: 0.3%	16,031 SH	Decreased+2,050 SH
LAM RESEARCH CORP	COM NEW	$263K	0.2%	1,230 SH	New
LOCKHEED MARTIN CORP	COM	$491K	0.4%Prev: 0.3%	812 SH	Increased+52 SH
MCDONALDS CORP	COM	$998K	0.7%Prev: 0.8%	3,212 SH	Increased+107 SH
MEDTRONIC PLC	SHS	$1.7M	1.3%Prev: 1.8%	20,154 SH	Decreased-2,625 SH
MERCK & CO INC	COM	$847K	0.6%	7,039 SH	New
MICROSOFT CORP	COM	$2.3M	1.7%Prev: 1.8%	6,087 SH	Increased+593 SH
MONDELEZ INTL INC	CL A	$911K	0.7%Prev: 0.3%	15,807 SH	Increased+10,900 SH
MOTOROLA SOLUTIONS INC	COM NEW	$756K	0.6%Prev: 0.4%	1,743 SH	Increased+695 SH
NIKE INC	CL B	$953K	0.7%Prev: 0.8%	18,038 SH	Increased+4,348 SH
NXP SEMICONDUCTORS N V	COM	$1.8M	1.3%Prev: 0.7%	9,180 SH	Increased+4,982 SH
PALO ALTO NETWORKS INC	COM	$1.1M	0.8%Prev: 1.0%	7,015 SH	Decreased+156 SH
PAYPAL HLDGS INC	COM	$1.6M	1.2%Prev: 1.3%	36,396 SH	Increased+13,324 SH
QUALCOMM INC	COM	$423K	0.3%Prev: 0.3%	3,287 SH	Increased+779 SH
RTX CORPORATION	COM	$779K	0.6%Prev: 0.9%	4,040 SH	Decreased-3,969 SH
S&P GLOBAL INC	COM	$1.4M	1.0%	3,283 SH	New
SALESFORCE INC	COM	$2.2M	1.7%Prev: 1.9%	11,974 SH	Increased+3,680 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$959K	0.7%Prev: 0.9%	39,502 SH	Decreased-2,187 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$729K	0.5%Prev: 0.6%	23,777 SH	Increased-152 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$732K	0.5%Prev: 0.7%	28,551 SH	Decreased-5,412 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$587K	0.4%Prev: 0.5%	18,946 SH	Increased-1,812 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$746K	0.6%Prev: 0.6%	25,662 SH	Increased-3,322 SH
SELECT SECTOR SPDR TR	STATE STREET CON	$9.0M	6.7%	109,847 SH	New
SELECT SECTOR SPDR TR	STATE STREET ENE	$2.9M	2.2%	47,870 SH	New
SELECT SECTOR SPDR TR	STATE STREET MAT	$7.5M	5.5%	149,798 SH	New
SLB LIMITED	COM STK	$1.6M	1.2%	31,302 SH	New
SPDR GOLD TR	GOLD SHS	$264K	0.2%	613 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$9.1M	6.8%	93,330 SH	New
TARGET CORP	COM	$1.0M	0.7%	8,269 SH	New
TERADYNE INC	COM	$1.4M	1.0%Prev: 0.5%	4,689 SH	Increased-1,939 SH
US BANCORP	COM NEW	$2.0M	1.5%	39,165 SH	New
VANGUARD INDEX FDS	MID CAP ETF	$942K	0.7%Prev: 0.8%	3,281 SH	Decreased-452 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$512K	0.4%Prev: 0.4%	6,813 SH	Decreased-1,679 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$4.6M	3.4%Prev: 3.7%	76,619 SH	Increased+5,731 SH
VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$2.3M	1.7%Prev: 1.8%	48,804 SH	Increased+3,569 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$956K	0.7%Prev: 0.9%	12,060 SH	Decreased-785 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$1.4M	1.0%Prev: 1.2%	3,796 SH	Decreased-724 SH
VENTAS INC	COM	$213K	0.2%Prev: 0.7%	2,602 SH	Decreased-9,331 SH
VERIZON COMMUNICATIONS INC	COM	$1.8M	1.3%Prev: 1.0%	36,038 SH	Increased+11,294 SH
ZOETIS INC	CL A	$522K	0.4%	4,420 SH	New

Sold (vs prior filing)

AMERICAN TOWER CORP NEW — $264K
BECTON DICKINSON & CO — $480K
BERKSHIRE HATHAWAY INC DEL — $355K
CAPITAL ONE FINL CORP — $210K
CME GROUP INC — $464K
COGNIZANT TECHNOLOGY SOLUTIO — $536K
CONSTELLATION BRANDS INC — $657K
CORNING INC — $208K
CROWN CASTLE INC — $233K
FIDELITY NATL INFORMATION SV — $363K
ISHARES TR — $1.3M
JOHNSON CTLS INTL PLC — $375K
KRAFT HEINZ CO — $979K
MASCO CORP — $447K
PFIZER INC — $335K
SCHLUMBERGER LTD — $971K
SELECT SECTOR SPDR TR — $2.5M
SELECT SECTOR SPDR TR — $8.0M
SELECT SECTOR SPDR TR — $5.1M
SKYWORKS SOLUTIONS INC — $232K
… and 8 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