§ 13F · FUND PROFILE
LifePlan Financial, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $120.7T (13F)Positions · 89Turnover · — · Q4Filed · Jan 20, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$2.3T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED JAN 20, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | IAU | ISHARES GOLD TR | 142K | $11.5T | 8.8% | −7% |
| 2 | SPYG | SPDR SERIES TRUST | 89K | $9.5T | 7.3% | −2% |
| 3 | XLP | SELECT SECTOR SPDR TR | 103K | $8.0T | 6.1% | +4% |
| 4 | XLB | SELECT SECTOR SPDR TR | 138K | $6.2T | 4.8% | +110% |
| 5 | SWAN | AMPLIFY ETF TR | 141K | $4.6T | 3.5% | ±0% |
| 6 | VGIT | VANGUARD SCOTTSDALE FDS | 72K | $4.3T | 3.3% | +1% |
| 7 | IBDU | ISHARES TR | 116K | $2.7T | 2.1% | +2% |
| 8 | IBDV | ISHARES TR | 122K | $2.7T | 2.1% | +2% |
| 9 | IBDT | ISHARES TR | 105K | $2.7T | 2.1% | +1% |
| 10 | IBDS | ISHARES TR | 110K | $2.7T | 2.0% | +1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LIFEPLAN SIGNAL
AC read
LifePlan Financial, LLC is a Other fund managing $120670.7 trillion in assets. The fund runs a portfolio of 89 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed