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LifePlan Financial, LLC 13F holdings

Filed 2026-07-21 · LifePlan Financial, LLC · 89 positions · $142.8M

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TickerCompanySharesValue% of portfolio
SPYGSPDR SERIES TRUST90.6K$10.8M7.6%
IAUISHARES GOLD TR131.1K$9.9M6.9%
XLPSELECT SECTOR SPDR TR112.9K$9.4M6.6%
XLBSELECT SECTOR SPDR TR149.1K$7.6M5.3%
—AMPLIFY ETF TR146.3K$4.9M3.4%
VGITVANGUARD SCOTTSDALE FDS78.2K$4.6M3.2%
IBDSISHARES TR120.1K$2.9M2.0%
IBDTISHARES TR114.9K$2.9M2.0%
IBDUISHARES TR125.0K$2.9M2.0%
IBDVISHARES TR132.3K$2.9M2.0%
AMDADVANCED MICRO DEVICES INC4.6K$2.7M1.9%
NXPINXP SEMICONDUCTORS N V9.0K$2.5M1.8%
XLESELECT SECTOR SPDR TR46.7K$2.5M1.7%
MSFTMICROSOFT CORP6.5K$2.4M1.7%
GOOGLALPHABET INC6.7K$2.4M1.7%
CVSCVS HEALTH CORP23.0K$2.4M1.7%
USBUS BANCORP38.5K$2.3M1.6%
VMBSVANGUARD SCOTTSDALE FDS49.5K$2.3M1.6%
GNMAISHARES TR52.2K$2.3M1.6%
PANWPALO ALTO NETWORKS INC6.7K$2.3M1.6%
IBDWISHARES TR107.2K$2.2M1.6%
TERTERADYNE INC4.5K$2.2M1.5%
CATCATERPILLAR INC1.9K$2.0M1.4%
PYPLPAYPAL HLDGS INC40.9K$1.8M1.2%
AOMISHARES TR35.0K$1.7M1.2%
AMZNAMAZON COM INC7.3K$1.7M1.2%
—MEDTRONIC PLC21.0K$1.6M1.2%
MGKVANGUARD WORLD FD18.3K$1.6M1.1%
SPGIS&P GLOBAL INC3.9K$1.6M1.1%
CMCSACOMCAST CORP NEW62.1K$1.5M1.1%
CRMSALESFORCE INC9.6K$1.5M1.1%
DUKDUKE ENERGY CORP NEW11.7K$1.5M1.0%
CTVACORTEVA INC17.5K$1.5M1.0%
MDLZMONDELEZ INTL INC23.7K$1.4M1.0%
SLBSLB LIMITED28.3K$1.3M0.9%
GDGENERAL DYNAMICS CORP3.7K$1.3M0.9%
DHRDANAHER CORP DEL6.7K$1.3M0.9%
VZVERIZON COMMUNICATIONS INC27.3K$1.2M0.8%
AMTAMERICAN TOWER CORP6.7K$1.1M0.8%
NKENIKE INC26.2K$1.1M0.8%
VOVANGUARD INDEX FDS13.1K$1.1M0.7%
ADSKAUTODESK INC5.4K$1.0M0.7%
EXPEEXPEDIA GROUP INC3.8K$967,9940.7%
SCHOSCHWAB STRATEGIC TR40.0K$966,1070.7%
VCSHVANGUARD SCOTTSDALE FDS12.2K$964,4030.7%
CCITIGROUP INC6.7K$936,6120.7%
EXMOCEXXON MOBIL CORP6.6K$906,1800.6%
SCHASCHWAB STRATEGIC TR24.8K$894,7230.6%
MRKMERCK & CO INC6.8K$875,7280.6%
CLCOLGATE PALMOLIVE CO9.0K$824,6620.6%
SCHXSCHWAB STRATEGIC TR27.5K$808,5890.6%
MASMASCO CORP9.8K$798,7280.6%
DGROISHARES TR10.1K$768,2830.5%
NVDANVIDIA CORPORATION3.8K$764,1440.5%
SCHDSCHWAB STRATEGIC TR23.2K$735,6400.5%
JNJJOHNSON & JOHNSON2.8K$713,9100.5%
MSIMOTOROLA SOLUTIONS INC1.7K$702,6710.5%
AMATAPPLIED MATLS INC970$701,3100.5%
NOWSERVICENOW INC7.0K$697,8390.5%
GILDGILEAD SCIENCES INC5.4K$682,1100.5%
Top Fund Holdings
13F
Top Fund Holdings

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