§ 13F · FUND PROFILE
LifePlan Financial, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $126M (13F)Positions · 83Turnover · — · Q1Filed · Apr 14, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$835K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED APR 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | IAU | ISHARES GOLD TR | 135K | $12M | 8.8% | −4% |
| 2 | SPYG | SPDR SERIES TRUST | 93K | $9M | 6.8% | +5% |
| 3 | XLP | SELECT SECTOR SPDR TR | 110K | $9M | 6.7% | +6% |
| 4 | XLB | SELECT SECTOR SPDR TR | 150K | $7M | 5.5% | +9% |
| 5 | SWAN | AMPLIFY ETF TR | 147K | $5M | 3.4% | +4% |
| 6 | VGIT | VANGUARD SCOTTSDALE FDS | 77K | $5M | 3.4% | +7% |
| 7 | XLE | SELECT SECTOR SPDR TR | 48K | $3M | 2.2% | −3% |
| 8 | IBDT | ISHARES TR | 113K | $3M | 2.1% | +7% |
| 9 | IBDU | ISHARES TR | 123K | $3M | 2.1% | +6% |
| 10 | IBDS | ISHARES TR | 117K | $3M | 2.1% | +7% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LIFEPLAN SIGNAL
AC read
LifePlan Financial, LLC is a Other fund managing $126 million in assets. The fund runs a portfolio of 83 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
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