§ 13F · FUND PROFILE
LifePlan Financial, LLC.
AUM · $143M (13F)Positions · 89Turnover · n/a · Q2Filed · Jul 21, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$5M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 21, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPYG | SPDR SERIES TRUST | 91K | $11M | 7.6% | −3% |
| 2 | IAU | ISHARES GOLD TR | 131K | $10M | 6.9% | −3% |
| 3 | XLP | SELECT SECTOR SPDR TR | 113K | $9M | 6.6% | +3% |
| 4 | XLB | SELECT SECTOR SPDR TR | 149K | $8M | 5.3% | ±0% |
| 5 | SWAN | AMPLIFY ETF TR | 146K | $5M | 3.4% | −1% |
| 6 | VGIT | VANGUARD SCOTTSDALE FDS | 78K | $5M | 3.2% | +2% |
| 7 | IBDS | ISHARES TR | 120K | $3M | 2.0% | +3% |
| 8 | IBDT | ISHARES TR | 115K | $3M | 2.0% | +2% |
| 9 | IBDU | ISHARES TR | 125K | $3M | 2.0% | +2% |
| 10 | IBDV | ISHARES TR | 132K | $3M | 2.0% | +2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LIFEPLAN SIGNAL
AC read
LifePlan Financial, LLC is a Other fund managing $143 million in assets. The fund runs a portfolio of 89 positions.
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