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: $142.8M89 positionsView on SEC.gov

			% of Portfolio
ADOBE INC	COM	$210K	0.1%	1,025 SH	New
ADVANCED MICRO DEVICES INC	COM	$2.7M	1.9%Prev: 0.6%	4,585 SH	Increased-765 SH
AIRBNB INC	COM CL A	$610K	0.4%	4,263 SH	New
ALPHABET INC	CAP STK CL A	$2.4M	1.7%Prev: 1.3%	6,732 SH	Increased-2,077 SH
AMAZON COM INC	COM	$1.7M	1.2%Prev: 1.0%	7,327 SH	Increased+1,902 SH
AMERICAN INTL GROUP INC	COM NEW	$289K	0.2%Prev: 0.3%	3,875 SH	Decreased-883 SH
AMERICAN TOWER CORP	COM	$1.1M	0.8%	6,711 SH	New
AMPLIFY ETF TR	BLACKSWAN GRWT	$4.9M	3.4%Prev: 3.6%	146,278 SH	Increased+5,213 SH
APPLE INC	COM	$315K	0.2%Prev: 0.6%	1,087 SH	Decreased-2,354 SH
APPLIED MATLS INC	COM	$701K	0.5%Prev: 0.6%	970 SH	Decreased-3,156 SH
ARISTA NETWORKS INC	COM SHS	$591K	0.4%	3,481 SH	New
AUTODESK INC	COM	$1.0M	0.7%Prev: 0.9%	5,397 SH	Decreased+1,781 SH
AUTOMATIC DATA PROCESSING IN	COM	$347K	0.2%	1,550 SH	New
BORGWARNER INC	COM	$358K	0.3%Prev: 0.7%	5,399 SH	Decreased-18,653 SH
CATERPILLAR INC	COM	$2.0M	1.4%Prev: 0.3%	1,906 SH	Increased+1,033 SH
CHIPOTLE MEXICAN GRILL INC	COM	$285K	0.2%	8,370 SH	New
CITIGROUP INC	COM NEW	$937K	0.7%Prev: 0.9%	6,692 SH	Decreased-5,610 SH
COCA COLA CO	COM	$425K	0.3%	5,232 SH	New
COLGATE PALMOLIVE CO	COM	$825K	0.6%	8,995 SH	New
COMCAST CORP NEW	CL A	$1.5M	1.1%Prev: 1.1%	62,145 SH	Increased+24,537 SH
CORNING INC	COM	$252K	0.2%	988 SH	New
CORTEVA INC	COM	$1.5M	1.0%Prev: 1.1%	17,454 SH	Increased-55 SH
CVS HEALTH CORP	COM	$2.4M	1.7%Prev: 1.2%	23,012 SH	Increased+2,146 SH
DANAHER CORP DEL	COM	$1.3M	0.9%	6,677 SH	New
DUKE ENERGY CORP NEW	COM NEW	$1.5M	1.0%Prev: 1.0%	11,736 SH	Increased+1,737 SH
EQUIFAX INC	COM	$312K	0.2%Prev: 0.2%	1,963 SH	Increased+836 SH
EXPEDIA GROUP INC	COM NEW	$968K	0.7%Prev: 0.3%	3,783 SH	Increased+1,317 SH
EXXON MOBIL CORP	COM	$906K	0.6%Prev: 0.6%	6,628 SH	Increased+401 SH
GENERAL DYNAMICS CORP	COM	$1.3M	0.9%Prev: 0.8%	3,674 SH	Increased+321 SH
GILEAD SCIENCES INC	COM	$682K	0.5%Prev: 0.5%	5,399 SH	Increased-228 SH
HASBRO INC	COM	$430K	0.3%Prev: 0.8%	5,211 SH	Decreased-7,707 SH
HORMEL FOODS CORP	COM	$333K	0.2%Prev: 0.3%	13,422 SH	Decreased-362 SH
INTEL CORP	COM	$208K	0.1%	1,488 SH	New
ISHARES GOLD TR	ISHARES NEW	$9.9M	6.9%Prev: 8.3%	131,129 SH	Decreased-30,088 SH
ISHARES TR	CORE 40 MODE ETF	$1.7M	1.2%	35,023 SH	New
ISHARES TR	CORE DIV GRWTH	$768K	0.5%Prev: 0.6%	10,137 SH	Decreased-2,024 SH
ISHARES TR	CORE S&P SCP ETF	$251K	0.2%Prev: 0.2%	1,695 SH	Increased-253 SH
ISHARES TR	GNMA BOND ETF	$2.3M	1.6%Prev: 1.7%	52,160 SH	Increased+5,241 SH
ISHARES TR	IBDS DEC28 ETF	$2.9M	2.0%Prev: 2.2%	114,917 SH	Increased+12,577 SH
ISHARES TR	IBONDS 27 ETF	$2.9M	2.0%Prev: 2.1%	120,053 SH	Increased+13,325 SH
ISHARES TR	IBONDS DEC 2030	$2.9M	2.0%Prev: 1.6%	132,284 SH	Increased+46,154 SH
ISHARES TR	IBONDS DEC 2031	$2.2M	1.6%	107,249 SH	New
ISHARES TR	IBONDS DEC 29	$2.9M	2.0%Prev: 2.2%	125,028 SH	Increased+13,289 SH
ISHARES TR	IBONDS DEC2026	$650K	0.5%Prev: 2.1%	26,839 SH	Decreased-79,614 SH
JOHNSON & JOHNSON	COM	$714K	0.5%Prev: 0.5%	2,811 SH	Increased-1,144 SH
LAM RESEARCH CORP	COM NEW	$496K	0.3%	1,144 SH	New
LOCKHEED MARTIN CORP	COM	$425K	0.3%Prev: 0.3%	834 SH	Increased+112 SH
MASCO CORP	COM	$799K	0.6%Prev: 0.3%	9,816 SH	Increased+3,449 SH
MCDONALDS CORP	COM	$519K	0.4%Prev: 0.7%	1,919 SH	Decreased-1,121 SH
MEDTRONIC PLC	SHS	$1.6M	1.2%Prev: 1.7%	21,005 SH	Decreased-1,950 SH
MERCK & CO INC	COM	$876K	0.6%	6,815 SH	New
MICROSOFT CORP	COM	$2.4M	1.7%Prev: 2.3%	6,506 SH	Decreased+874 SH
MONDELEZ INTL INC	CL A	$1.4M	1.0%Prev: 0.3%	23,701 SH	Increased+19,006 SH
MOTOROLA SOLUTIONS INC	COM NEW	$703K	0.5%Prev: 0.3%	1,692 SH	Increased+713 SH
NIKE INC	CL B	$1.1M	0.8%Prev: 0.8%	26,240 SH	Increased+12,562 SH
NVIDIA CORPORATION	COM	$764K	0.5%	3,819 SH	New
NXP SEMICONDUCTORS N V	COM	$2.5M	1.8%Prev: 1.4%	8,989 SH	Increased+1,524 SH
PALO ALTO NETWORKS INC	COM	$2.3M	1.6%Prev: 1.1%	6,658 SH	Increased+206 SH
PAYPAL HLDGS INC	COM	$1.8M	1.2%Prev: 1.6%	40,905 SH	Decreased+14,896 SH
PEPSICO INC	COM	$478K	0.3%	3,532 SH	New
QUALCOMM INC	COM	$490K	0.3%Prev: 0.3%	2,651 SH	Increased+147 SH
RTX CORPORATION	COM	$655K	0.5%Prev: 0.6%	3,453 SH	Decreased-1,595 SH
S&P GLOBAL INC	COM	$1.6M	1.1%Prev: 0.5%	3,891 SH	Increased+2,827 SH
SALESFORCE INC	COM	$1.5M	1.1%Prev: 2.0%	9,589 SH	Decreased+829 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$966K	0.7%Prev: 0.9%	40,021 SH	Decreased-2,213 SH
SCHWAB STRATEGIC TR	US DIVIDEND EQ	$736K	0.5%Prev: 0.5%	23,199 SH	Increased-1,605 SH
SCHWAB STRATEGIC TR	US LRG CAP ETF	$809K	0.6%Prev: 0.7%	27,475 SH	Decreased-6,361 SH
SCHWAB STRATEGIC TR	US MID-CAP ETF	$668K	0.5%Prev: 0.5%	18,117 SH	Increased-3,111 SH
SCHWAB STRATEGIC TR	US SML CAP ETF	$895K	0.6%Prev: 0.6%	24,764 SH	Increased-4,245 SH
SELECT SECTOR SPDR TR	ST STR ENERG ETF	$2.5M	1.7%	46,713 SH	New
SELECT SECTOR SPDR TR	ST STR MATER ETF	$7.6M	5.3%	149,110 SH	New
SELECT SECTOR SPDR TR	ST STR STAPL ETF	$9.4M	6.6%	112,886 SH	New
SERVICENOW INC	COM	$698K	0.5%	7,029 SH	New
SLB LIMITED	COM STK	$1.3M	0.9%	28,259 SH	New
SPDR GOLD TR	GOLD SHS	$226K	0.2%	613 SH	New
SPDR SERIES TRUST	ST STR P500GRW	$10.8M	7.6%	90,592 SH	New
T-MOBILE US INC	COM	$456K	0.3%	2,716 SH	New
TARGET CORP	COM	$639K	0.4%Prev: 0.3%	4,892 SH	Increased+616 SH
TERADYNE INC	COM	$2.2M	1.5%Prev: 0.3%	4,509 SH	Increased+1,044 SH
US BANCORP	COM NEW	$2.3M	1.6%	38,540 SH	New
VANGUARD INDEX FDS	MID CAP ETF	$1.1M	0.7%Prev: 0.9%	13,080 SH	Increased+9,389 SH
VANGUARD INTL EQUITY INDEX F	ALLWRLD EX US	$553K	0.4%Prev: 0.5%	6,603 SH	Decreased-1,890 SH
VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$4.6M	3.2%Prev: 3.5%	78,244 SH	Increased+8,324 SH
VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$2.3M	1.6%Prev: 1.7%	49,480 SH	Increased+4,909 SH
VANGUARD SCOTTSDALE FDS	SHRT TRM CORP BD	$964K	0.7%Prev: 0.9%	12,203 SH	Decreased-857 SH
VANGUARD WORLD FD	MEGA GRWTH IND	$1.6M	1.1%Prev: 1.4%	18,271 SH	Decreased+13,797 SH
VENTAS INC	COM	$202K	0.1%Prev: 0.4%	2,271 SH	Decreased-5,132 SH
VERIZON COMMUNICATIONS INC	COM	$1.2M	0.8%Prev: 0.9%	27,280 SH	Increased+1,868 SH
ZOETIS INC	CL A	$335K	0.2%	4,660 SH	New

Sold (vs prior filing)

AMERICAN TOWER CORP NEW — $540K
AT&T INC — $642K
BECTON DICKINSON & CO — $347K
BERKSHIRE HATHAWAY INC DEL — $271K
CAPITAL ONE FINL CORP — $292K
CME GROUP INC — $472K
COGNIZANT TECHNOLOGY SOLUTIO — $536K
CONSTELLATION BRANDS INC — $516K
CROWN CASTLE INC — $227K
DANAHER CORPORATION — $536K
EMERSON ELEC CO — $1.0M
ISHARES TR — $1.7M
ISHARES TR — $720K
JOHNSON CTLS INTL PLC — $370K
KENVUE INC — $396K
KRAFT HEINZ CO — $578K
SCHLUMBERGER LTD — $881K
SELECT SECTOR SPDR TR — $2.2M
SELECT SECTOR SPDR TR — $7.8M
SELECT SECTOR SPDR TR — $5.5M
… and 7 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