LifePlan Investment Advisors, Inc.
13F Reported Value
ⓘ$254.5M
Holdings
122
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
LifePlan Investment Advisors, Inc. disclosed 122 positions worth $254.5M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 7 new positions and exited 2 — including a new stake in $WDC and a full exit from $INTU. The portfolio is most concentrated in Other (77.7% of disclosed assets). All figures are sourced directly from LifePlan Investment Advisors, Inc.’s Form 13F-HR filing with the SEC under CIK 2045484.
AI Fund Analysis
Stable
$GS$GSSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
ISHARES TR
—Quality
$11.8M119,223 shVANGUARD INDEX FDS
—Quality
$9.0M14,989 sh- —
Quality
$8.8M98,277 sh VANGUARD INDEX FDS
—Quality
$8.6M19,649 shVANGUARD TAX-MANAGED FDS
—Quality
$8.1M126,510 shISHARES TR
—Quality
$6.8M10,460 shVANGUARD INDEX FDS
—Quality
$6.8M34,795 shISHARES TR
—Quality
$6.8M135,167 shSCHWAB STRATEGIC TR
—Quality
$5.8M176,357 shVANGUARD INDEX FDS
—Quality
$5.7M26,271 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR | — | $11.8M | 119,223 |
| VANGUARD INDEX FDS | — | $9.0M | 14,989 |
| GOLDMAN SACHS GROUP INC$GS | — | $8.8M | 98,277 |
| VANGUARD INDEX FDS | — | $8.6M | 19,649 |
| VANGUARD TAX-MANAGED FDS | — | $8.1M | 126,510 |
| ISHARES TR | — | $6.8M | 10,460 |
| VANGUARD INDEX FDS | — | $6.8M | 34,795 |
| ISHARES TR | — | $6.8M | 135,167 |
| SCHWAB STRATEGIC TR | — | $5.8M | 176,357 |
| VANGUARD INDEX FDS | — | $5.7M | 26,271 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of LifePlan Investment Advisors, Inc.'s 122 positions.
Showing top 10 of 122 holdings.
Sector Allocation
Other
$197.7M
Financials
$28.4M
Technology
$19.4M
Consumer Discretionary
$2.2M
Industrials
$1.8M
Healthcare
$1.8M
Utilities
$1.7M
Energy
$1.3M
Full Holdings — LifePlan Investment Advisors, Inc. (Q1 2026)
All 122 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR | $11.8M | 4.7% | -1% | — |
| 2 | — | VANGUARD INDEX FDS | $9.0M | 3.5% | -7% | — |
| 3 | $GS | GOLDMAN SACHS GROUP INC | $8.8M | 3.5% | +3% | — |
| 4 | — | VANGUARD INDEX FDS | $8.6M | 3.4% | +8% | — |
| 5 | — | VANGUARD TAX-MANAGED FDS | $8.1M | 3.2% | +4% | — |
| 6 | — | ISHARES TR | $6.8M | 2.7% | +35% | — |
| 7 | — | VANGUARD INDEX FDS | $6.8M | 2.7% | +4% | — |
| 8 | — | ISHARES TR | $6.8M | 2.7% | +8% | — |
| 9 | — | SCHWAB STRATEGIC TR | $5.8M | 2.3% | +1% | — |
| 10 | — | VANGUARD INDEX FDS | $5.7M | 2.2% | -2% | — |
| 11 | — | ISHARES TR | $5.6M | 2.2% | +10% | — |
| 12 | — | SCHWAB STRATEGIC TR | $5.5M | 2.1% | +4% | — |
| 13 | — | VANGUARD MUN BD FDS | $5.3M | 2.1% | +15% | — |
| 14 | — | ISHARES INC | $4.8M | 1.9% | +2% | — |
| 15 | — | SCHWAB STRATEGIC TR | $4.6M | 1.8% | -5% | — |
| 16 | — | VANGUARD INDEX FDS | $4.6M | 1.8% | -4% | — |
| 17 | — | VANGUARD INDEX FDS | $4.5M | 1.8% | -2% | — |
| 18 | $GS | GOLDMAN SACHS GROUP INC | $4.5M | 1.8% | +12% | — |
| 19 | — | ISHARES TR | $4.5M | 1.8% | +24% | — |
| 20 |  $IAU | ISHARES GOLD TRUST | $4.4M | 1.7% | -28% | — |
| 21 | — | SCHWAB STRATEGIC TR | $4.0M | 1.6% | -3% | — |
| 22 | — | ISHARES TR | $3.9M | 1.6% | +10% | — |
| 23 | — | BLACKROCK ETF TRUST | $3.9M | 1.5% | -12% | — |
| 24 | — | VANGUARD INDEX FDS | $3.8M | 1.5% | +9% | — |
| 25 |  $AAPL | Apple Inc. | $3.8M | 1.5% | +2% | 76.1 |
| 26 | $GS | GOLDMAN SACHS GROUP INC | $3.6M | 1.4% | +11% | — |
| 27 | — | FIDELITY COVINGTON TRUST | $3.5M | 1.4% | -3% | — |
| 28 | — | SCHWAB STRATEGIC TR | $3.4M | 1.4% | +5% | — |
| 29 | — | ISHARES TR | $3.4M | 1.3% | +6% | — |
| 30 | — | ISHARES TR | $3.3M | 1.3% | -10% | — |
| 31 | — | ISHARES TR | $3.3M | 1.3% | -9% | — |
| 32 | — | SCHWAB STRATEGIC TR | $3.2M | 1.3% | -1% | — |
| 33 | — | VANGUARD INTL EQUITY INDEX F | $3.2M | 1.2% | +2% | — |
| 34 | — | VANGUARD INTL EQUITY INDEX F | $3.0M | 1.2% | +6% | — |
| 35 | — | GOLDMAN SACHS ETF TR | $3.0M | 1.2% | +14% | — |
| 36 |  $NVDA | NVIDIA CORP | $2.7M | 1.0% | +21% | 90.2 |
| 37 | — | ISHARES TR | $2.5M | 1.0% | -36% | — |
| 38 | — | ISHARES TR | $2.2M | 0.9% | +357% | — |
| 39 | — | VANGUARD CHARLOTTE FDS | $2.2M | 0.8% | +16% | — |
| 40 |  $META | Meta Platforms, Inc. | $2.1M | 0.8% | +13% | 80.9 |
| 41 | — | ISHARES TR | $2.1M | 0.8% | +509% | — |
| 42 | — | ISHARES TR | $2.0M | 0.8% | +10% | — |
| 43 | — | ISHARES TR | $1.9M | 0.8% | -4% | — |
| 44 | — | VANGUARD INDEX FDS | $1.9M | 0.8% | +6% | — |
| 45 | — | ISHARES TR | $1.8M | 0.7% | -17% | — |
| 46 |  $WDC | WESTERN DIGITAL CORP | $1.8M | 0.7% | NEW | 76.8 |
| 47 | — | BLACKROCK ETF TRUST | $1.8M | 0.7% | +14% | — |
| 48 | — | ISHARES TR | $1.8M | 0.7% | +54% | — |
| 49 | — | BLACKROCK ETF TRUST | $1.8M | 0.7% | +10% | — |
| 50 | — | ISHARES TR | $1.5M | 0.6% | -9% | — |
| 51 |  $SNDK | Sandisk Corp | $1.4M | 0.5% | NEW | 88.8 |
| 52 | — | BLACKROCK ETF TRUST | $1.3M | 0.5% | -46% | — |
| 53 | — | BLACKROCK ETF TRUST | $1.3M | 0.5% | -57% | — |
| 54 | — | ABRDN FDS | $1.3M | 0.5% | -50% | — |
| 55 |  $TXN | TEXAS INSTRUMENTS INC | $1.3M | 0.5% | -0% | 70.4 |
| 56 | $GS | GOLDMAN SACHS GROUP INC | $1.3M | 0.5% | +6% | — |
| 57 |  $MSFT | MICROSOFT CORP | $1.2M | 0.5% | -2% | 83.7 |
| 58 |  $GE | GENERAL ELECTRIC CO | $1.2M | 0.5% | -5% | 74.8 |
| 59 | — | ISHARES TR | $1.2M | 0.5% | +4% | — |
| 60 | $GS | GOLDMAN SACHS GROUP INC | $1.2M | 0.5% | +19% | — |
| 61 | — | GOLDMAN SACHS ETF TR | $1.2M | 0.5% | +16% | — |
| 62 |  $NEE | NEXTERA ENERGY INC | $1.1M | 0.4% | NEW | 71.7 |
| 63 | — | ISHARES TR | $1.1M | 0.4% | +12% | — |
| 64 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $1.1M | 0.4% | -1% | 66.7 |
| 65 | — | BLACKROCK ETF TRUST | $1.1M | 0.4% | -9% | — |
| 66 | $GS | GOLDMAN SACHS GROUP INC | $1.0M | 0.4% | NEW | — |
| 67 | — | VANGUARD SCOTTSDALE FDS | $1.0M | 0.4% | +11% | — |
| 68 |  $JPM | JPMORGAN CHASE & CO | $1.0M | 0.4% | +3% | 35.6 |
| 69 | — | VANGUARD BD INDEX FDS | $994,800 | 0.4% | +13% | — |
| 70 | — | VANGUARD BD INDEX FDS | $946,442 | 0.4% | +12% | — |
| 71 | — | BLACKROCK ETF TRUST II | $944,591 | 0.4% | -20% | — |
| 72 |  $AMZN | AMAZON COM INC | $943,880 | 0.4% | -1% | 74.6 |
| 73 |  $XOM | EXXON MOBIL CORP | $915,655 | 0.4% | +1% | 61.8 |
| 74 |  $GEV | GE Vernova Inc. | $833,642 | 0.3% | -1% | 70.1 |
| 75 | — | ISHARES TR | $818,042 | 0.3% | -7% | — |
| 76 |  $JNJ | JOHNSON & JOHNSON | $790,519 | 0.3% | -1% | 72.8 |
| 77 |  $GOOG | Alphabet Inc. | $742,447 | 0.3% | +3% | 80.2 |
| 78 | — | ISHARES TR | $730,188 | 0.3% | -8% | — |
| 79 | $GS | GOLDMAN SACHS GROUP INC | $711,792 | 0.3% | +12% | — |
| 80 | — | ISHARES TR | $686,987 | 0.3% | -72% | — |
| 81 |  $ABBV | AbbVie Inc. | $641,686 | 0.3% | -8% | 59.3 |
| 82 |  $AVGO | Broadcom Inc. | $561,964 | 0.2% | -1% | 86.4 |
| 83 | — | SPDR SERIES TRUST | $560,441 | 0.2% | +16% | — |
| 84 | $GS | GOLDMAN SACHS GROUP INC | $532,554 | 0.2% | +20% | — |
| 85 | — | ISHARES TR | $512,900 | 0.2% | -2% | — |
| 86 | $META | Meta Platforms, Inc. | $508,132 | 0.2% | +1% | 80.9 |
| 87 | — | STERLING CAP FDS | $505,451 | 0.2% | NEW | — |
| 88 |  $WMT | Walmart Inc. | $494,262 | 0.2% | -10% | 63.2 |
| 89 |  $TSLA | Tesla, Inc. | $466,546 | 0.2% | -3% | 50.1 |
| 90 |  $MUFG | MITSUBISHI UFJ FINANCIAL GROUP INC | $456,194 | 0.2% | +12% | — |
| 91 | — | VANGUARD MALVERN FDS | $440,309 | 0.2% | +21% | — |
| 92 | — | ISHARES TR | $433,170 | 0.2% | -92% | — |
| 93 | — | ISHARES TR | $420,291 | 0.2% | -17% | — |
| 94 |  $COST | COSTCO WHOLESALE CORP /NEW | $408,956 | 0.2% | +7% | 67 |
| 95 | — | ISHARES TR | $384,104 | 0.1% | +1% | — |
| 96 | — | ISHARES TR | $370,062 | 0.1% | +1% | — |
| 97 | — | ISHARES TR | $356,900 | 0.1% | -92% | — |
| 98 |  $CVX | CHEVRON CORP | $354,834 | 0.1% | +8% | 54.7 |
| 99 |  $LLY | ELI LILLY & Co | $342,736 | 0.1% | +1% | 89.3 |
| 100 |  $DUK | Duke Energy CORP | $331,278 | 0.1% | +33% | 64 |
| 101 |  $HD | HOME DEPOT, INC. | $328,372 | 0.1% | -9% | 69.2 |
| 102 | — | ISHARES TR | $320,990 | 0.1% | +54% | — |
| 103 |  $GOOGL | Alphabet Inc. | $302,924 | 0.1% | -2% | 80.2 |
| 104 | — | ISHARES TR | $297,747 | 0.1% | -6% | — |
| 105 | — | ISHARES TR | $292,444 | 0.1% | -92% | — |
| 106 |  $CSCO | CISCO SYSTEMS, INC. | $288,712 | 0.1% | +3% | 72.3 |
| 107 |  $BRK.B | BERKSHIRE HATHAWAY INC | $287,520 | 0.1% | -3% | 64.5 |
| 108 |  $CIEN | CIENA CORP | $271,761 | 0.1% | NEW | 70.7 |
| 109 |  $GGG | GRACO INC | $264,150 | 0.1% | +0% | 67.2 |
| 110 |  $GLD | SPDR GOLD TRUST | $252,580 | 0.1% | +0% | — |
| 111 | — | ISHARES TR | $252,340 | 0.1% | -11% | — |
| 112 |  $PG | PROCTER & GAMBLE Co | $249,447 | 0.1% | +3% | 72.9 |
| 113 |  $AMD | ADVANCED MICRO DEVICES INC | $235,979 | 0.1% | -0% | 78.8 |
| 114 |  $SO | SOUTHERN CO | $232,999 | 0.1% | NEW | 65.1 |
| 115 |  $MA | Mastercard Inc | $224,847 | 0.1% | -3% | 81.7 |
| 116 | — | CAPITOL SER TR | $220,146 | 0.1% | -50% | — |
| 117 | — | ISHARES TR | $216,810 | 0.1% | -11% | — |
| 118 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $216,443 | 0.1% | +0% | — |
| 119 | $GS | GOLDMAN SACHS GROUP INC | $208,382 | 0.1% | -5% | — |
| 120 |  $PLTR | Palantir Technologies Inc. | $208,303 | 0.1% | +22% | 85.8 |
| 121 |  $PAXS | PIMCO Access Income Fund | $144,100 | 0.1% | +0% | — |
| 122 |  $NABL | N-able, Inc. | $63,008 | 0.0% | NEW | 45.1 |
New Positions (7)
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for LifePlan Investment Advisors, Inc. including:
Track LifePlan Investment Advisors, Inc.'s Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for LifePlan Investment Advisors, Inc. and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
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 a 32-signal AI quality ranking (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.