§ 13F · FUND PROFILE
LifePlan Investment Advisors, Inc..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $238.4T (13F)Positions · 117Turnover · — · Q4Filed · Feb 9, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$3.8T 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 FEB 9, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | AGG | ISHARES TR | 120K | $12.0T | 4.9% | +4% |
| 2 | VOO | VANGUARD INDEX FDS | 16K | $10.1T | 4.1% | +71% |
| 3 | GSUS | GOLDMAN SACHS ETF TR | 96K | $9.0T | 3.7% | +16% |
| 4 | VUG | VANGUARD INDEX FDS | 18K | $8.9T | 3.6% | +9% |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | 122K | $7.6T | 3.1% | +10% |
| 6 | VTV | VANGUARD INDEX FDS | 33K | $6.4T | 2.6% | +11% |
| 7 | IAGG | ISHARES TR | 126K | $6.3T | 2.6% | +4% |
| 8 | SCHE | SCHWAB STRATEGIC TR | 175K | $5.7T | 2.3% | +1% |
| 9 | VBR | VANGUARD INDEX FDS | 27K | $5.7T | 2.3% | +2% |
| 10 | IAU | ISHARES GOLD TR | 69K | $5.6T | 2.3% | −2% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LIFEPLAN SIGNAL
AC read
LifePlan Investment Advisors, Inc. is a Other fund managing $238379.8 trillion in assets. The fund runs a portfolio of 117 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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed