LifePlan Investment Advisors, Inc.
Sector Allocation
- Other75.9%$220.6M
- Financials10.3%$29.8M
- Technology9.8%$28.3M
- Industrials1.2%$3.5M
- Healthcare0.7%$2.1M
- Consumer Discretionary0.7%$2.1M
- Utilities0.6%$1.8M
- Consumer Staples0.4%$1.2M
- Energy0.4%$1.1M
AUM History
13fpro.ai/research/fund/lifeplan-investment-advisors-inc-2045484
Conviction and streaks
Concentrating · top 10 = 32.3%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
- ISHARES$13.0M
- ISHARES$11.8M
- VANGUARD$10.6M
- VANGUARD$10.5M
GS
$9.8M- VANGUARD$9.7M
- ISHARES$8.1M
- VANGUARD$7.9M
- VANGUARD$6.3M
- SCHWAB$6.3M
- VANGUARD$5.3M
- ISHARES$5.3M
- SCHWAB$5.2M
- SCHWAB$5.1M
- VANGUARD$4.9M
- VANGUARD$4.7M
- ISHARES$4.6M
- BLACKROCK$4.6M
- VANGUARD$4.5M
- SCHWAB$4.5M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/lifeplan-investment-advisors-inc-2045484
LifePlan Investment Advisors, Inc. 13F holdings — Q2 2026
$290.5M portfolio (+14.2% QoQ) · 131 holdings · Q2 2026 13F · top 10 are 32% of the stock portfolio
- 1
ISHARES TR - CORE S&P500 ETF
$13.0M
4.5% of stocks
+66%This quarter—Since filed—HeldAIQuality—Est. buy— - 2
ISHARES TR - CORE US AGGBD ET
$11.8M
4.1% of stocks
-0.1%This quarter—Since filed—HeldAIQuality—Est. buy— - 3
VANGUARD INDEX FDS - S&P 500 ETF SHS
$10.6M
3.6% of stocks
+3%This quarter—Since filed—HeldAIQuality—Est. buy— - 4
VANGUARD INDEX FDS - GROWTH ETF
$10.5M
3.6% of stocks
+523%This quarter—Since filed—HeldAIQuality—Est. buy— $9.8M
3.4% of stocks
-3%This quarter-13.6%Since filed7+ qtrsHeld- 6
VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT
$9.7M
3.3% of stocks
+7%This quarter—Since filed—HeldAIQuality—Est. buy— - 7
ISHARES TR - CORE UNIVRSL USD
$8.1M
2.8% of stocks
+46%This quarter—Since filed—HeldAIQuality—Est. buy— - 8
VANGUARD INDEX FDS - VALUE ETF
$7.9M
2.7% of stocks
+4%This quarter—Since filed—HeldAIQuality—Est. buy— - 9
VANGUARD INDEX FDS - SM CP VAL ETF
$6.3M
2.2% of stocks
-1%This quarter—Since filed—HeldAIQuality—Est. buy— - 10
SCHWAB STRATEGIC TR - EMRG MKTEQ ETF
$6.3M
2.2% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy—
| # | Company | Value | Weight | This quarter | Since filed | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR - CORE S&P500 ETF | $13.0M | 4.5% | +66% | — | — | — | — | |
| 2 | ISHARES TR - CORE US AGGBD ET | $11.8M | 4.1% | -0.1% | — | — | — | — | |
| 3 | VANGUARD INDEX FDS - S&P 500 ETF SHS | $10.6M | 3.6% | +3% | — | — | — | — | |
| 4 | VANGUARD INDEX FDS - GROWTH ETF | $10.5M | 3.6% | +523% | — | — | — | — | |
| 5 | $9.8M | 3.4% | -3% | -13.6% | 7+ qtrs | 73.2#127 | Estimated buy price is Pro: unlock with a free trial | ||
| 6 | VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT | $9.7M | 3.3% | +7% | — | — | — | — | |
| 7 | ISHARES TR - CORE UNIVRSL USD | $8.1M | 2.8% | +46% | — | — | — | — | |
| 8 | VANGUARD INDEX FDS - VALUE ETF | $7.9M | 2.7% | +4% | — | — | — | — | |
| 9 | VANGUARD INDEX FDS - SM CP VAL ETF | $6.3M | 2.2% | -1% | — | — | — | — | |
| 10 | SCHWAB STRATEGIC TR - EMRG MKTEQ ETF | $6.3M | 2.2% | -2% | — | — | — | — |
All holdings — LifePlan Investment Advisors, Inc. (Q2 2026)
131 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | — | VANGUARD INDEX FDS - SML CP GRW ETFetf/fund | — | $5.3M | 1.8% | 15K | -2% | — | — | 13F |
| 12 | — | ISHARES TR - CORE INTL AGGRetf/fund | — | $5.3M | 1.8% | 105K | -23% | — | — | 13F |
| 13 | — | SCHWAB STRATEGIC TR - US TIPS ETFetf/fund | — | $5.2M | 1.8% | 197K | -4% | — | — | 13F |
| 14 | — | SCHWAB STRATEGIC TR - INTL EQTY ETFetf/fund | — | $5.1M | 1.7% | 182K | -2% | — | — | 13F |
| 15 | — | VANGUARD INDEX FDS - MCAP VL IDXVIPetf/fund | — | $4.9M | 1.7% | 25K | -0.8% | — | — | 13F |
| 16 | — | VANGUARD MUN BD FDS - TAX EXEMPT BDetf/fund | — | $4.7M | 1.6% | 92K | -12% | — | — | 13F |
| 17 | — | ISHARES TR - S&P 500 GRWT ETFetf/fund | — | $4.6M | 1.6% | 34K | -3% | — | — | 13F |
| 18 | — | BLACKROCK ETF TRUST - ISHARES US EQUITetf/fund | — | $4.6M | 1.6% | 68K | +2% | — | — | 13F |
| 19 | — | VANGUARD INDEX FDS - MCAP GR IDXVIPetf/fund | — | $4.5M | 1.6% | 15K | -1% | — | — | 13F |
| 20 | — | SCHWAB STRATEGIC TR - US LCAP VA ETFetf/fund | — | $4.5M | 1.6% | 129K | -0.8% | — | — | 13F |
| 21 | Apple Inc. | Technology | $4.4M | 1.5% | 15K | +3% | 7+ qtrsAdded 3 qtrs in a row | 75.7 | 13F | |
| 22 | GOLDMAN SACHS GROUP INCetf/fund | Financials | $4.4M | 1.5% | 108K | -0.7% | 7+ qtrs | 73.2 | 13F | |
| 23 | WESTERN DIGITAL CORP | Technology | $4.3M | 1.5% | 6,747 | +0.1% | 2 qtrs | 81.7 | 13F | |
| 24 | — | ISHARES INC - CORE MSCI EMKTetf/fund | — | $4.3M | 1.5% | 52K | -24% | — | — | 13F |
| 25 | Sandisk Corp | Technology | $4.2M | 1.4% | 1,843 | -15% | 2 qtrs | 87.6 | 13F | |
| 26 | — | SCHWAB STRATEGIC TR - US LCAP GR ETF | — | $4.0M | 1.4% | 117K | -0.8% | |||
| 27 | $GS | GOLDMAN SACHS GROUP INC | Financials | $3.9M | 1.3% | 85K | +3% | |||
| 28 | $IAU | ISHARES GOLD TRUST | Financials | $3.9M | 1.3% | 51K | +3% | |||
| 29 | — | ISHARES TR - S&P 500 VAL ETF | — | $3.8M | 1.3% | 17K | -20% | |||
| 30 | — | SCHWAB STRATEGIC TR - US REIT ETF | — | $3.5M | 1.2% | 149K | -0.9% | |||
| 31 | — | FIDELITY COVINGTON TRUST - MSCI UTILS INDEX | — | $3.5M | 1.2% | 59K | -0.2% | |||
| 32 | — | VANGUARD INTL EQUITY INDEX F - FTSE EMR MKT ETF | — | $3.4M | 1.2% | 57K | +4% | |||
| 33 | — | ISHARES TR - IBOXX HI YD ETF | — | $3.4M | 1.2% | 43K | -0.0% | |||
| 34 | — | ISHARES TR - JPMORGAN USD EMG | — | $3.4M | 1.2% | 35K | -0.1% | |||
| 35 | — | VANGUARD INTL EQUITY INDEX F - GLB EX US ETF | — | $3.2M | 1.1% | 72K | +0.5% | |||
| 36 | — | GOLDMAN SACHS ETF TR - ACTIVEBETA US LG | — | $3.0M | 1.0% | 21K | -10% | |||
| 37 | $NVDA | NVIDIA CORP | Technology | $3.0M | 1.0% | 15K | -1% | |||
| 38 | — | ISHARES TR - US TREAS BD ETF | — | $2.8M | 1.0% | 123K | +37% | |||
| 39 | — | ISHARES TR - EAFE GRWTH ETF | — | $2.6M | 0.9% | 21K | +7% | |||
| 40 | — | ISHARES TR - MBS ETF | — | $2.6M | 0.9% | 27K | +28% | |||
| 41 | — | VANGUARD INDEX FDS - SMALL CP ETF | — | $2.3M | 0.8% | 7,611 | +4% | |||
| 42 | — | BLACKROCK ETF TRUST - ISHA I IN TE ETF | — | $2.3M | 0.8% | 43K | -22% | |||
| 43 | — | ISHARES TR - NATIONAL MUN ETF | — | $2.3M | 0.8% | 21K | +15% | |||
| 44 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | — | $2.2M | 0.8% | 46K | +2% | |||
| 45 | $META | Meta Platforms, Inc. | Technology | $2.1M | 0.7% | 27K | +1% | |||
| 46 | $TXN | TEXAS INSTRUMENTS INC | Technology | $2.0M | 0.7% | 6,643 | +0.5% | |||
| 47 | — | ISHARES TR - MSCI USA MMENTM | — | $1.9M | 0.6% | 5,464 | -27% | |||
| 48 | — | BLACKROCK ETF TRUST - ISHA LA CORE ETF | — | $1.8M | 0.6% | 35K | +10% | |||
| 49 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | Technology | $1.7M | 0.6% | 6,045 | +38% | |||
| 50 | — | ISHARES TR - 10-20 YR TRS ETF | — | $1.7M | 0.6% | 17K | -8% | |||
| 51 | — | ISHARES TR - EAFE VALUE ETF | — | $1.6M | 0.6% | 21K | -53% | |||
| 52 | $GE | GENERAL ELECTRIC CO | Industrials | $1.6M | 0.6% | 4,303 | +0.5% | |||
| 53 | — | BLACKROCK ETF TRUST - ISHA IN CTRY ETF | — | $1.6M | 0.5% | 43K | New | |||
| 54 | — | ABRDN FDS - EMER MKTS DI ETF | — | $1.6M | 0.5% | 32K | -0.6% | |||
| 55 | — | ISHARES TR - CORE MSCI INTL | — | $1.5M | 0.5% | 17K | -7% | |||
| 56 | — | BLACKROCK ETF TRUST - ISHARES DEFENSE | — | $1.5M | 0.5% | 47K | +15% | |||
| 57 | — | BLACKROCK ETF TRUST - ISHA SYST AL ETF | — | $1.4M | 0.5% | 51K | New | |||
| 58 | $GS | GOLDMAN SACHS GROUP INC | Financials | $1.4M | 0.5% | 28K | -5% | |||
| 59 | — | GOLDMAN SACHS ETF TR - MAR 1000 GRO ETF | — | $1.4M | 0.5% | 20K | +0.2% | |||
| 60 | — | BLACKROCK ETF TRUST - ISHA US THEM ETF | — | $1.4M | 0.5% | 32K | -36% | |||
| 61 | $MSFT | MICROSOFT CORP | Technology | $1.3M | 0.5% | 3,557 | +7% | |||
| 62 | $GS | GOLDMAN SACHS GROUP INC | Financials | $1.3M | 0.4% | 27K | +6% | |||
| 63 | $AMZN | AMAZON COM INC | Consumer Discretionary | $1.2M | 0.4% | 5,029 | +11% | |||
| 64 | $JPM | JPMORGAN CHASE & CO | Financials | $1.2M | 0.4% | 3,630 | +4% | |||
| 65 | $GS | GOLDMAN SACHS GROUP INC | Financials | $1.2M | 0.4% | 16K | +5% | |||
| 66 | $GEV | GE Vernova Inc. | Industrials | $1.1M | 0.4% | 970 | +2% | |||
| 67 | — | ISHARES TR - ESG AWR US AGRGT | — | $1.1M | 0.4% | 23K | +2% | |||
| 68 | — | BLACKROCK ETF TRUST - ISHA US AWAR ETF | — | $1.1M | 0.4% | 13K | -11% | |||
| 69 | $NEE | NEXTERA ENERGY INC | Utilities | $1.1M | 0.4% | 12K | +1% | |||
| 70 | — | VANGUARD SCOTTSDALE FDS - MTG-BKD SECS ETF | — | $1.0M | 0.4% | 22K | +1.0% | |||
| 71 | $GOOGL | Alphabet Inc. | Technology | $1.0M | 0.3% | 2,885 | +12% | |||
| 72 | — | VANGUARD BD INDEX FDS - INTERMED TERM | — | $1000K | 0.3% | 13K | +1% | |||
| 73 | — | VANGUARD BD INDEX FDS - LONG TERM BOND | — | $959K | 0.3% | 14K | +1% | |||
| 74 | — | ISHARES TR - ESG AWR MSCI USA | — | $900K | 0.3% | 5,498 | -5% | |||
| 75 | $JNJ | JOHNSON & JOHNSON | Healthcare | $868K | 0.3% | 3,420 | +6% | |||
| 76 | $GS | GOLDMAN SACHS GROUP INC | Financials | $867K | 0.3% | 9,498 | -0.5% | |||
| 77 | — | ISHARES TR - LONG TERM MUNI | — | $860K | 0.3% | 17K | +22% | |||
| 78 | — | ISHARES TR - MSCI USA QLT FCT | — | $845K | 0.3% | 3,849 | -70% | |||
| 79 | — | ISHARES TR - ESG MSCI KLD ETF | — | $788K | 0.3% | 5,535 | -8% | |||
| 80 | — | ISHARES TR - ESG AWRE USD ETF | — | $781K | 0.3% | 34K | -34% | |||
| 81 | $AVGO | Broadcom Inc. | Technology | $776K | 0.3% | 2,053 | +13% | |||
| 82 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $769K | 0.3% | 5,621 | +4% | |||
| 83 | $ABBV | AbbVie Inc. | Healthcare | $760K | 0.3% | 3,021 | +2% | |||
| 84 | — | BLACKROCK ETF TRUST II - ISHA FLEX IN ETF | — | $691K | 0.2% | 13K | -27% | |||
| 85 | $AMD | ADVANCED MICRO DEVICES INC | Technology | $685K | 0.2% | 1,180 | +2% | |||
| 86 | — | INNOVATOR ETFS TRUST - QUITY MANAGD FLR | — | $617K | 0.2% | 16K | New | |||
| 87 | — | SPDR SERIES TRUST - ST LON TREAS ETF | — | $605K | 0.2% | 23K | +8% | |||
| 88 | — | ISHARES TR - ESG MSCI USA ETF | — | $584K | 0.2% | 8,405 | -10% | |||
| 89 | $TSLA | Tesla, Inc. | Consumer Discretionary | $576K | 0.2% | 1,369 | +9% | |||
| 90 | $GS | GOLDMAN SACHS GROUP INC | Financials | $547K | 0.2% | 11K | +4% | |||
| 91 | $META | Meta Platforms, Inc. | Technology | $540K | 0.2% | 959 | +8% | |||
| 92 | — | ISHARES TR - RUS TP200 GR ETF | — | $524K | 0.2% | 1,802 | +7% | |||
| 93 | — | ISHARES TR - SYSTEMATIC BD ET | — | $522K | 0.2% | 5,878 | +47% | |||
| 94 | — | STERLING CAP FDS - NATIONAL MUNI BD | — | $516K | 0.2% | 21K | +0.9% | |||
| 95 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $493K | 0.2% | 527 | +29% | |||
| 96 | $WMT | Walmart Inc. | Consumer Staples | $487K | 0.2% | 4,296 | +8% | |||
| 97 | $LLY | ELI LILLY & Co | Healthcare | $485K | 0.2% | 405 | +9% | |||
| 98 | $DUK | Duke Energy CORP | Utilities | $470K | 0.2% | 3,710 | +47% | |||
| 99 | — | VANGUARD MALVERN FDS - STRM INFPROIDX | — | $456K | 0.2% | 9,078 | +3% | |||
| 100 | — | ISHARES TR - RUS MD CP GR ETF | — | $452K | 0.2% | 3,086 | +3% | |||
| 101 | $CSCO | CISCO SYSTEMS, INC. | Technology | $443K | 0.1% | 3,773 | +1% | |||
| 102 | $GOOG | Alphabet Inc. | Technology | $426K | 0.1% | 1,206 | +14% | |||
| 103 | — | ISHARES TR - ESG AWRE 1 5 YR | — | $404K | 0.1% | 16K | New | |||
| 104 | — | ISHARES TR - TRUST ISHARE 0-1 | — | $403K | 0.1% | 3,652 | -7% | |||
| 105 | $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | Financials | $394K | 0.1% | 7,207 | -28% | |||
| 106 | $LRCX | LAM RESEARCH CORP | Technology | $393K | 0.1% | 906 | New | |||
| 107 | $MU | MICRON TECHNOLOGY INC | Technology | $378K | 0.1% | 327 | New | |||
| 108 | — | ISHARES TR - ESG AWR MSCI USA | — | $347K | 0.1% | 9,873 | -2% | |||
| 109 | $CIEN | CIENA CORP | Technology | $343K | 0.1% | 700 | — | |||
| 110 | — | ISHARES TR - 0-5 YR TIPS ETF | — | $339K | 0.1% | 3,321 | New | |||
| 111 | — | ISHARES TR - RUS MDCP VAL ETF | — | $335K | 0.1% | 2,035 | -0.4% | |||
| 112 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $331K | 0.1% | 939 | -6% | |||
| 113 | — | ISHARES TR - ESG EAFE ETF | — | $310K | 0.1% | 3,667 | -5% | |||
| 114 | — | ISHARES TR - RUS TP200 VL ETF | — | $307K | 0.1% | 2,922 | +7% | |||
| 115 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $305K | 0.1% | 610 | +2% | |||
| 116 | $CVX | CHEVRON CORP | Energy | $297K | 0.1% | 1,791 | +4% | |||
| 117 | $DAL | DELTA AIR LINES, INC. | Industrials | $267K | 0.1% | 2,856 | New | |||
| 118 | — | BLACKROCK ETF TRUST II - ISHA GLO USD ETF | — | $266K | 0.1% | 5,294 | New | |||
| 119 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $264K | 0.1% | 359 | -4% | |||
| 120 | $CAT | CATERPILLAR INC | Industrials | $262K | 0.1% | 246 | New | |||
| 121 | $SO | SOUTHERN CO | Utilities | $253K | 0.1% | 2,646 | +10% | |||
| 122 | $GS | GOLDMAN SACHS GROUP INC | Financials | $251K | 0.1% | 249 | +1% | |||
| 123 | $MA | Mastercard Inc | Financials | $250K | 0.1% | 486 | +8% | |||
| 124 | $GGG | GRACO INC | Industrials | $236K | 0.1% | 3,120 | — | |||
| 125 | — | CAPITOL SER TR - STERL CAP BD ETF | — | $235K | 0.1% | 9,369 | +7% | |||
| 126 | $INTC | INTEL CORP | Technology | $224K | 0.1% | 1,604 | New | |||
| 127 | $GLD | SPDR GOLD TRUST | Financials | $216K | 0.1% | 587 | — | |||
| 128 | $PG | PROCTER & GAMBLE Co | Consumer Staples | $210K | 0.1% | 1,430 | -17% | |||
| 129 | — | ISHARES TR - ESG ADVAN ETF | — | $201K | 0.1% | 4,628 | -46% | |||
| 130 | $PAXS | PIMCO Access Income Fund | Other | $146K | 0.1% | 10K | — | |||
| 131 | $NABL | N-able, Inc. | Technology | $50K | 0.0% | 13K | — |
What changed in Q2 2026
Against the previous quarter's 13F: 11 new, 66 added to, 49 trimmed, 2 sold out. Share-count changes; largest moves by dollar size first.
New positions (11)
- BLACKROCK ETF TRUST - ISHA IN CTRY ETF$1.6M
first bought this quarter
- BLACKROCK ETF TRUST - ISHA SYST AL ETF$1.4M
first bought this quarter
- INNOVATOR ETFS TRUST - QUITY MANAGD FLR$617K
first bought this quarter
- ISHARES TR - ESG AWRE 1 5 YR$404K
first bought this quarter
$LRCXLAM RESEARCH CORP$393K
first bought this quarter
$MUMICRON TECHNOLOGY INC$378K
first bought this quarter
+5 more in the Excel export
Added to (66)
- VANGUARD INDEX FDS - GROWTH ETF+523%
now $10.5M
- ISHARES TR - CORE S&P500 ETF+66%
now $13.0M
- ISHARES TR - CORE UNIVRSL USD+46%
now $8.1M
- ISHARES TR - US TREAS BD ETF+37%
now $2.8M
- VANGUARD TAX-MANAGED FDS - VAN FTSE DEV MKT+7%
now $9.7M
- ISHARES TR - MBS ETF+28%
now $2.6M
+60 more in the Excel export
Trimmed (49)
- ISHARES TR - MSCI USA QLT FCT-70%
now $845K
- ISHARES TR - EAFE VALUE ETF-53%
now $1.6M
- ISHARES TR - CORE INTL AGGR-23%
now $5.3M
- ISHARES INC - CORE MSCI EMKT-24%
now $4.3M
- ISHARES TR - S&P 500 VAL ETF-20%
now $3.8M
- BLACKROCK ETF TRUST - ISHA US THEM ETF-36%
now $1.4M
+43 more in the Excel export
Sold out (2)
- ISHARES TRwas $217K
$PLTRPalantir Technologies Inc.was $208K
held 3 qtrs
Holdings by quarter
Every 13F LifePlan Investment Advisors, Inc. has filed, 12 earlier quarters. Pick one to see what it held then.
Is it too late to follow LifePlan Investment Advisors?
Q2 2026 13F filed with the SEC on Aug 11, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of LifePlan Investment Advisors's top 20 holdings: 76/100 (our AI quality score, weighted by position size; 19 of the 20 are scored)
Top 10 since filing
-7.5%
Value-weighted move of the 10 largest stock positions
Turnover
5%
Last quarter; 18% over the last 4
Top 10 weight
32%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
82%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
LifePlan Investment Advisors, Inc. disclosed 131 positions worth $290.5M in its Form 13F-HR for Q2 2026. During the quarter the fund opened 11 new positions and exited 2. The portfolio is most concentrated in Other (75.9% of disclosed assets). All figures are sourced directly from LifePlan Investment Advisors, Inc.’s Form 13F-HR filing with the SEC under CIK 2045484.
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AI-Powered Hedge Fund Analysis: LifePlan Investment Advisors, Inc.
13F Pro is an AI hedge fund tracker and stock research platform. For LifePlan Investment Advisors, Inc. (SEC CIK: 2045484), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in LifePlan Investment Advisors, Inc.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.