LifePlan Financial, LLC
CIK: 1739485SEC EDGAR →
Portfolio Value
$95.8B
Holdings
83
As of
Q1 2026
New Positions
83
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES GOLD TR | 135,456 | $11.9B | 12.47% |
| 2 | SPDR SERIES TRUST | 93,330 | $9.1B | 9.54% |
| 3 | SELECT SECTOR SPDR TR | 109,847 | $9.0B | 9.40% |
| 4 | SELECT SECTOR SPDR TR | 149,798 | $7.5B | 7.81% |
| 5 | AMPLIFY ETF TR | 147,155 | $4.6B | 4.77% |
| 6 | VANGUARD SCOTTSDALE FDS | 76,619 | $4.6B | 4.76% |
| 7 | SELECT SECTOR SPDR TR | 47,870 | $2.9B | 3.06% |
| 8 | ISHARES TR | 112,577 | $2.9B | 2.98% |
| 9 | ISHARES TR | 122,537 | $2.9B | 2.98% |
| 10 | ISHARES TR | 117,124 | $2.8B | 2.96% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 30 | $61.0B | 63.6% |
| Unknown | 6 | $21.2B | 22.1% |
| Healthcare | 7 | $3.4B | 3.5% |
| Consumer Defensive | 5 | $2.8B | 2.9% |
| Consumer Cyclical | 7 | $2.5B | 2.6% |
| Communication Services | 3 | $1.9B | 1.9% |
| Energy | 2 | $1.6B | 1.7% |
| Basic Materials | 1 | $1.5B | 1.6% |
| Technology | 13 | $14.9M | 0.0% |
| Industrials | 7 | $5.3M | 0.0% |
| Utilities | 1 | $1.5M | 0.0% |
| Real Estate | 1 | $1.1M | 0.0% |