LifePlan Financial, LLC

Institutional manager (13F) · CIK 1739485

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $118M

#	Issuer	Value	Shares
1	ISHARES GOLD TR	$12M	135,456
2	SPDR SERIES TRUST	$9M	93,330
3	SELECT SECTOR SPDR TR	$9M	109,847
4	SELECT SECTOR SPDR TR	$7M	149,798
5	AMPLIFY ETF TR	$5M	147,155
6	VANGUARD SCOTTSDALE FDS	$5M	76,619
7	SELECT SECTOR SPDR TR	$3M	47,870
8	ISHARES TR	$3M	112,577
9	ISHARES TR	$3M	122,537
10	ISHARES TR	$3M	117,124
11	ISHARES TR	$3M	129,615
12	VANGUARD SCOTTSDALE FDS	$2M	48,804
13	ISHARES TR	$2M	51,393
14	MICROSOFT CORP	$2M	6,087
15	SALESFORCE INC	$2M	11,974
16	ALPHABET INC	$2M	7,678
17	US BANCORP	$2M	39,165
18	VERIZON COMMUNICATIONS INC	$2M	36,038
19	NXP SEMICONDUCTORS N V	$2M	9,180
20	ISHARES TR	$2M	37,301
21	MEDTRONIC PLC	$2M	20,154
22	PAYPAL HLDGS INC	$2M	36,396
23	CVS HEALTH CORP	$2M	22,904
24	SLB LIMITED	$2M	31,302
25	COMCAST CORP NEW	$2M	54,538
26	DUKE ENERGY CORP NEW	$2M	11,646
27	AMAZON COM INC	$2M	7,283
28	CORTEVA INC	$2M	18,101
29	ISHARES TR	$1M	69,700
30	CATERPILLAR INC	$1M	2,004
31	S&P GLOBAL INC	$1M	3,283
32	VANGUARD WORLD FD	$1M	3,796
33	TERADYNE INC	$1M	4,689
34	ISHARES TR	$1M	54,921
35	APPLIED MATLS INC	$1M	3,788
36	AUTODESK INC	$1M	5,366
37	GENERAL DYNAMICS CORP	$1M	3,433
38	PALO ALTO NETWORKS INC	$1M	7,015
39	EXXON MOBIL CORP	$1M	6,508
40	AMERICAN TOWER CORP	$1M	6,196
41	DANAHER CORP DEL	$1M	5,417
42	TARGET CORP	$1M	8,269
43	MCDONALDS CORP	$998k	3,212
44	ADVANCED MICRO DEVICES INC	$988k	4,857
45	SCHWAB STRATEGIC TR	$959k	39,502
46	VANGUARD SCOTTSDALE FDS	$956k	12,060
47	NIKE INC	$953k	18,038
48	EXPEDIA GROUP INC	$945k	4,093
49	VANGUARD INDEX FDS	$942k	3,281
50	MONDELEZ INTL INC	$911k	15,807

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.