LifePlan Financial, LLC
CIK: 0001739485SEC EDGAR →
Portfolio Value
$130.4B
Holdings
86
As of
Q4 2025
New Positions
3
Closed Positions
9
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES GOLD TR | 141,610 | $11.5B | 8.81% |
| 2 | SPDR SERIES TRUST | 89,196 | $9.5B | 7.30% |
| 3 | SELECT SECTOR SPDR TR | 103,151 | $8.0B | 6.14% |
| 4 | SELECT SECTOR SPDR TR | 137,664 | $6.2B | 4.79% |
| 5 | AMPLIFY ETF TR | 141,294 | $4.6B | 3.52% |
| 6 | VANGUARD SCOTTSDALE FDS | 71,843 | $4.3B | 3.30% |
| 7 | ISHARES TR | 115,595 | $2.7B | 2.07% |
| 8 | ISHARES TR | 122,362 | $2.7B | 2.07% |
| 9 | ISHARES TR | 105,207 | $2.7B | 2.05% |
| 10 | ISHARES TR | 109,919 | $2.7B | 2.05% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 31 | $62.0B | 47.5% |
| Unknown | 6 | $22.0B | 16.9% |
| Technology | 13 | $15.1B | 11.6% |
| Healthcare | 7 | $7.2B | 5.5% |
| Consumer Cyclical | 7 | $6.0B | 4.6% |
| Industrials | 7 | $5.1B | 3.9% |
| Communication Services | 3 | $4.1B | 3.2% |
| Consumer Defensive | 7 | $3.6B | 2.7% |
| Energy | 2 | $1.9B | 1.5% |
| Utilities | 1 | $1.3B | 1.0% |
| Basic Materials | 1 | $1.2B | 0.9% |
| Real Estate | 1 | $950.0M | 0.7% |