LifePlan Investment Advisors, Inc.

CIK 0002045484 • 6 13F filings • May 13, 2025 – Aug 11, 2026

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Filer information

Filed by: LifePlan Investment Advisors, Inc., President
Address: 7201 CREEDMOOR RD., SUITE 147, RALEIGH, NC, 27613
Phone: 919-858-6119
AUM: $245.5M

AUM over time

$290.5M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyOther

Holdings by filing

Portfolio value: $245.5M1 positionsView on SEC.gov

			% of Portfolio
ABBVIE INC	COM	$736K	0.3%Prev: 0.3%	3,221 SH	Increased+248 SH
ABRDN FDS	EMERGING MKTS DI	$2.4M	1.0%	63,786 SH	New
ADVANCED MICRO DEVICES INC	COM	$249K	0.1%	1,162 SH	New
ALPHABET INC	CAP STK CL A	$782K	0.3%Prev: 0.2%	2,500 SH	Increased+87 SH
ALPHABET INC	CAP STK CL C	$340K	0.1%Prev: 0.1%	1,083 SH	Increased+110 SH
AMAZON COM INC	COM	$1.1M	0.4%Prev: 0.4%	4,578 SH	Increased+279 SH
APPLE INC	COM	$4.0M	1.6%Prev: 1.5%	14,533 SH	Increased+515 SH
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$312K	0.1%Prev: 0.2%	620 SH	Decreased-211 SH
BLACKROCK ETF TRUST	ISHARES A I INNO	$1.6M	0.7%Prev: 0.7%	48,211 SH	Decreased+1,186 SH
BLACKROCK ETF TRUST	ISHARES US CARBO	$1.2M	0.5%	16,688 SH	New
BLACKROCK ETF TRUST	ISHARES US EQUIT	$4.6M	1.9%Prev: 1.8%	75,416 SH	Increased+2,857 SH
BLACKROCK ETF TRUST	ISHARES US THEMA	$1.7M	0.7%Prev: 0.7%	44,582 SH	Increased+1,518 SH
BLACKROCK ETF TRUST	ISHARES WORLD EX	$226K	0.1%	4,140 SH	New
BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$1.2M	0.5%Prev: 0.5%	22,597 SH	Increased+1,569 SH
BLACKROCK ETF TRUST II	ISHARES HIGH YIE	$249K	0.1%Prev: 0.1%	5,114 SH	Increased+376 SH
BROADCOM INC	COM	$632K	0.3%Prev: 0.2%	1,826 SH	Increased+270 SH
CAPITOL SER TR	STERLING CAP ENH	$445K	0.2%Prev: 0.1%	17,540 SH	Increased+8,598 SH
CHEVRON CORP NEW	COM	$241K	0.1%Prev: 0.1%	1,583 SH	Decreased-4 SH
CISCO SYS INC	COM	$277K	0.1%Prev: 0.1%	3,598 SH	Increased-305 SH
COSTCO WHSL CORP NEW	COM	$331K	0.1%Prev: 0.2%	383 SH	Decreased-5 SH
DUKE ENERGY CORP NEW	COM NEW	$223K	0.1%Prev: 0.1%	1,902 SH	Decreased-2 SH
ELI LILLY & CO	COM	$397K	0.2%Prev: 0.1%	370 SH	Increased+15 SH
EXXON MOBIL CORP	COM	$645K	0.3%Prev: 0.3%	5,361 SH	Increased+25 SH
FIDELITY COVINGTON TRUST	MSCI UTILS INDEX	$3.4M	1.4%Prev: 1.4%	61,011 SH	Decreased+686 SH
FRANKLIN TEMPLETON HOLDINGS	RESPBLY SRCD GLD	$204K	0.1%	3,538 SH	New
GE AEROSPACE	COM NEW	$1.4M	0.6%Prev: 0.5%	4,487 SH	Increased+446 SH
GE VERNOVA INC	COM	$633K	0.3%Prev: 0.2%	968 SH	Increased+101 SH
GOLDMAN SACHS ETF TR	ACCESS INFLATI	$441K	0.2%Prev: 0.2%	8,980 SH	Increased+1,045 SH
GOLDMAN SACHS ETF TR	ACCESS INVT GR	$1.0M	0.4%Prev: 0.4%	21,765 SH	Increased+2,035 SH
GOLDMAN SACHS ETF TR	ACCESS US AGRAT	$4.0M	1.6%Prev: 1.6%	96,648 SH	Increased+7,155 SH
GOLDMAN SACHS ETF TR	ACTIVEBETA EME	$1.1M	0.5%Prev: 0.4%	27,307 SH	Increased+2,648 SH
GOLDMAN SACHS ETF TR	ACTIVEBETA INT	$3.2M	1.3%Prev: 1.3%	74,755 SH	Increased+1,643 SH
GOLDMAN SACHS ETF TR	ACTIVEBETA US	$646K	0.3%Prev: 0.2%	8,535 SH	Increased+1,015 SH
GOLDMAN SACHS ETF TR	ACTIVEBETA US LG	$2.8M	1.1%Prev: 1.0%	20,843 SH	Increased+2,167 SH
GOLDMAN SACHS ETF TR	MARKETBETA RUSS	$1.1M	0.4%Prev: 0.4%	17,313 SH	Increased+1,765 SH
GOLDMAN SACHS ETF TR	MARKETBETA US EQ	$9.0M	3.7%Prev: 3.2%	95,665 SH	Increased+13,168 SH
GOLDMAN SACHS GROUP INC	COM	$227K	0.1%	258 SH	New
GRACO INC	COM	$256K	0.1%Prev: 0.1%	3,120 SH	Decreased
HOME DEPOT INC	COM	$379K	0.2%Prev: 0.2%	1,101 SH	Decreased+162 SH
INTERNATIONAL BUSINESS	COM	$1.3M	0.5%	4,413 SH	New
INTUIT	COM	$269K	0.1%Prev: 0.1%	406 SH	Increased+13 SH
INVESCO QQQ TR	UNIT SER 1	$230K	0.1%	375 SH	New
ISHARES GOLD TR	ISHARES NEW	$5.6M	2.3%Prev: 2.2%	69,286 SH	Increased-1,170 SH
ISHARES INC	CORE MSCI EMKT	$4.5M	1.8%Prev: 2.7%	66,897 SH	Decreased-32,085 SH
ISHARES INC	ESG AWR MSCI EM	$395K	0.2%Prev: 0.2%	8,944 SH	Increased+653 SH
ISHARES TR	0-5 YR TIPS ETF	$303K	0.1%Prev: 0.2%	2,961 SH	Decreased-1,516 SH
ISHARES TR	10-20 YR TRS ETF	$2.2M	0.9%Prev: 0.9%	21,999 SH	Increased+901 SH
ISHARES TR	CORE INTL AGGR	$6.3M	2.6%Prev: 2.6%	125,556 SH	Increased+4,476 SH
ISHARES TR	CORE MSCI INTL	$1.7M	0.7%Prev: 1.0%	20,315 SH	Decreased-10,767 SH
ISHARES TR	CORE S&P500 ETF	$5.3M	2.2%Prev: 2.1%	7,739 SH	Increased+330 SH
ISHARES TR	CORE UNIVRSL USD	$5.1M	2.1%	108,937 SH	New
ISHARES TR	CORE US AGGBD ET	$12.0M	4.9%Prev: 4.9%	120,122 SH	Increased+4,235 SH
ISHARES TR	EAFE GRWTH ETF	$490K	0.2%Prev: 0.2%	4,302 SH	Increased+869 SH
ISHARES TR	EAFE VALUE ETF	$3.6M	1.5%Prev: 1.4%	49,859 SH	Increased+2,211 SH
ISHARES TR	ESG ADVANCED UNI	$371K	0.2%	8,446 SH	New
ISHARES TR	ESG AW MSCI EAFE	$243K	0.1%Prev: 0.1%	2,559 SH	Increased+216 SH
ISHARES TR	ESG AWR MSCI USA	$1.1M	0.5%Prev: 0.4%	12,741 SH	Increased+6,971 SH
ISHARES TR	ESG AWR US AGRGT	$969K	0.4%Prev: 0.4%	20,251 SH	Increased+129 SH
ISHARES TR	ESG AWRE USD ETF	$1.2M	0.5%Prev: 0.5%	49,291 SH	Increased+2,212 SH
ISHARES TR	ESG MSCI KLD 400	$840K	0.3%Prev: 0.3%	6,524 SH	Increased+440 SH
ISHARES TR	ESG MSCI USA ETF	$544K	0.2%Prev: 0.2%	9,451 SH	Increased+658 SH
ISHARES TR	IBOXX HI YD ETF	$3.3M	1.3%Prev: 1.3%	40,513 SH	Increased+1,123 SH
ISHARES TR	JPMORGAN USD EMG	$3.7M	1.5%Prev: 1.5%	38,548 SH	Increased+984 SH
ISHARES TR	MBS ETF	$1.8M	0.7%Prev: 0.7%	19,327 SH	Increased+1,193 SH
ISHARES TR	MSCI USA MMENTM	$1.2M	0.5%Prev: 0.5%	4,878 SH	Increased+388 SH
ISHARES TR	MSCI USA QLT FCT	$4.0M	1.6%Prev: 1.4%	20,224 SH	Increased+2,478 SH
ISHARES TR	NATIONAL MUN ETF	$2.0M	0.8%Prev: 0.8%	19,046 SH	Increased+1,188 SH
ISHARES TR	RUS MD CP GR ETF	$406K	0.2%Prev: 0.2%	2,966 SH	Increased+138 SH
ISHARES TR	RUS MDCP VAL ETF	$306K	0.1%Prev: 0.1%	2,169 SH	Increased+572 SH
ISHARES TR	RUS TP200 GR ETF	$560K	0.2%Prev: 0.3%	2,023 SH	Decreased-805 SH
ISHARES TR	RUS TP200 VL ETF	$281K	0.1%Prev: 0.1%	3,064 SH	Increased-3 SH
ISHARES TR	S&P 100 ETF	$3.2M	1.3%Prev: 1.3%	9,427 SH	Increased+302 SH
ISHARES TR	S&P 500 GRWT ETF	$3.9M	1.6%Prev: 1.5%	31,707 SH	Increased+1,148 SH
ISHARES TR	S&P 500 VAL ETF	$3.6M	1.5%Prev: 1.4%	17,169 SH	Increased+1,087 SH
ISHARES TR	US AER DEF ETF	$784K	0.3%Prev: 0.3%	3,654 SH	Increased+77 SH
ISHARES TR	US TREAS BD ETF	$339K	0.1%Prev: 0.1%	14,734 SH	Increased+1,257 SH
JOHNSON & JOHNSON	COM	$674K	0.3%Prev: 0.2%	3,255 SH	Increased+160 SH
JPMORGAN CHASE & CO.	COM	$1.1M	0.4%Prev: 0.4%	3,359 SH	Increased+80 SH
MASTERCARD INCORPORATED	CL A	$265K	0.1%Prev: 0.1%	465 SH	Increased+15 SH
META PLATFORMS INC	CL A	$582K	0.2%Prev: 0.3%	881 SH	Decreased+26 SH
MICROSOFT CORP	COM	$1.6M	0.7%Prev: 0.7%	3,391 SH	Increased+379 SH
NVIDIA CORPORATION	COM	$2.3M	1.0%Prev: 1.7%	12,587 SH	Decreased-8,615 SH
PALANTIR TECHNOLOGIES INC	CL A	$208K	0.1%Prev: 0.1%	1,171 SH	Decreased+26 SH
PIMCO ACCESS INCOME FUND	SHS BENFIN INT	$153K	0.1%Prev: 0.1%	10,000 SH	Decreased
PROCTER AND GAMBLE CO	COM	$241K	0.1%Prev: 0.1%	1,679 SH	Increased+319 SH
SCHWAB STRATEGIC TR	EMRG MKTEQ ETF	$5.7M	2.3%Prev: 2.4%	175,217 SH	Decreased+877 SH
SCHWAB STRATEGIC TR	INTL EQTY ETF	$4.7M	1.9%Prev: 1.9%	195,153 SH	Increased+941 SH
SCHWAB STRATEGIC TR	US LCAP GR ETF	$3.7M	1.5%Prev: 1.5%	112,708 SH	Increased+284 SH
SCHWAB STRATEGIC TR	US LCAP VA ETF	$4.0M	1.6%Prev: 1.6%	134,753 SH	Increased+2,225 SH
SCHWAB STRATEGIC TR	US REIT ETF	$3.2M	1.3%Prev: 1.3%	152,263 SH	Decreased+4,362 SH
SCHWAB STRATEGIC TR	US TIPS ETF	$5.2M	2.1%Prev: 2.2%	196,958 SH	Increased+6,560 SH
SPDR GOLD TR	GOLD SHS	$233K	0.1%	587 SH	New
SPDR SERIES TRUST	STATE STREET SPD	$485K	0.2%	18,334 SH	New
TESLA INC	COM	$581K	0.2%Prev: 0.2%	1,293 SH	Increased+196 SH
TEXAS INSTRS INC	COM	$1.1M	0.5%Prev: 0.5%	6,616 SH	Decreased+37 SH
VANGUARD BD INDEX FDS	INTERMED TERM	$886K	0.4%Prev: 0.3%	11,377 SH	Increased+1,157 SH
VANGUARD BD INDEX FDS	LONG TERM BOND	$857K	0.3%Prev: 0.3%	12,324 SH	Increased+1,211 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$1.8M	0.8%Prev: 0.7%	23,449 SH	Increased+2,504 SH
VANGUARD CHARLOTTE FDS	TOTAL INT BD ETF	$1.9M	0.8%Prev: 0.7%	38,893 SH	Increased+3,924 SH
VANGUARD INDEX FDS	GROWTH ETF	$8.9M	3.6%Prev: 3.3%	18,161 SH	Increased+1,543 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$3.8M	1.6%Prev: 1.6%	13,669 SH	Decreased+297 SH
VANGUARD INDEX FDS	MCAP VL IDXVIP	$4.6M	1.9%Prev: 1.9%	25,826 SH	Increased+371 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$10.1M	4.1%Prev: 6.2%	16,173 SH	Decreased-8,136 SH
VANGUARD INDEX FDS	SM CP VAL ETF	$5.7M	2.3%Prev: 2.3%	26,918 SH	Increased+438 SH
VANGUARD INDEX FDS	SMALL CP ETF	$1.8M	0.7%Prev: 0.7%	6,870 SH	Increased+767 SH
VANGUARD INDEX FDS	SML CP GRW ETF	$4.6M	1.9%Prev: 1.9%	15,147 SH	Increased+169 SH
VANGUARD INDEX FDS	VALUE ETF	$6.4M	2.6%Prev: 2.4%	33,340 SH	Increased+3,301 SH
VANGUARD INTL EQUITY INDEX	FTSE EMR MKT ETF	$2.8M	1.1%	52,150 SH	New
VANGUARD INTL EQUITY INDEX	GLB EX US ETF	$3.2M	1.3%	69,542 SH	New
VANGUARD MALVERN FDS	STRM INFPROIDX	$360K	0.1%Prev: 0.1%	7,287 SH	Increased+1,132 SH
VANGUARD MUN BD FDS	TAX EXEMPT BD	$4.6M	1.9%Prev: 1.9%	91,945 SH	Increased+1,103 SH
VANGUARD SCOTTSDALE FDS	MTG-BKD SECS ETF	$925K	0.4%Prev: 0.3%	19,640 SH	Increased+1,980 SH
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$399K	0.2%Prev: 0.3%	6,795 SH	Decreased-3,394 SH
VANGUARD TAX-MANAGED FDS	VAN FTSE DEV MKT	$7.6M	3.1%Prev: 2.8%	121,717 SH	Increased+11,435 SH
WALMART INC	COM	$494K	0.2%Prev: 0.2%	4,437 SH	Increased+535 SH

Sold (vs prior filing)

BLACKROCK ETF TRUST — $1.1M
BLACKROCK ETF TRUST — $206K
BLACKROCK INC — $206K
GOLDMAN SACHS ETF TR — $445K
INTERNATIONAL BUSINESS MACHS — $1.2M
ISHARES TR — $4.8M
ISHARES TR — $371K
NETFLIX INC — $234K
SPDR SERIES TRUST — $420K
VANGUARD INTL EQUITY INDEX F — $2.5M
VANGUARD INTL EQUITY INDEX F — $3.3M

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 9, 2026	Q4 2025	13F-HR	0001214659-26-001314	$245.5M	View
Nov 13, 2025	Q3 2025	13F-HR	0001214659-25-016403	$238.4M	View
Aug 11, 2026	Q2 2026