LifePlan Investment Advisors, Inc. 13F Holdings · Q2 2026
LifePlan Investment Advisors, Inc. reported 131 securities worth $290.52M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: IVV (4.49%), AGG (4.06%), VOO (3.65%). Among its top 25 positions this quarter: 9 added, 16 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $13.0M | 4.49% | 17,403 | Added |
| 2 | AGG | ISHARES TR | $11.8M | 4.06% | 119,048 | Trimmed |
| 3 | VOO | VANGUARD INDEX FDS | $10.6M | 3.65% | 15,449 | Added |
| 4 | VUG | VANGUARD INDEX FDS | $10.5M | 3.63% | 122,424 | Added |
| 5 | GSUS | GOLDMAN SACHS ETF TR | $9.8M | 3.37% | 94,978 | Trimmed |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | $9.7M | 3.33% | 135,731 | Added |
| 7 | IUSB | ISHARES TR | $8.1M | 2.79% | 175,803 | Added |
| 8 | VTV | VANGUARD INDEX FDS | $7.9M | 2.70% | 36,033 | Added |
| 9 | VBR | VANGUARD INDEX FDS | $6.3M | 2.17% | 25,925 | Trimmed |
| 10 | SCHE | SCHWAB STRATEGIC TR | $6.3M | 2.16% | 173,074 | Trimmed |
| 11 | VBK | VANGUARD INDEX FDS | $5.3M | 1.83% | 14,562 | Trimmed |
| 12 | IAGG | ISHARES TR | $5.3M | 1.82% | 104,740 | Trimmed |
| 13 | SCHP | SCHWAB STRATEGIC TR | $5.2M | 1.79% | 196,586 | Trimmed |
| 14 | SCHF | SCHWAB STRATEGIC TR | $5.1M | 1.74% | 182,499 | Trimmed |
| 15 | VOE | VANGUARD INDEX FDS | $4.9M | 1.68% | 24,692 | Trimmed |
| 16 | VTEB | VANGUARD MUN BD FDS | $4.7M | 1.61% | 92,314 | Trimmed |
| 17 | DYNF | BLACKROCK ETF TRUST | $4.6M | 1.59% | 67,964 | Added |
| 18 | IVW | ISHARES TR | $4.6M | 1.59% | 33,691 | Trimmed |
| 19 | SCHV | SCHWAB STRATEGIC TR | $4.5M | 1.55% | 129,069 | Trimmed |
| 20 | VOT | VANGUARD INDEX FDS | $4.5M | 1.55% | 14,701 | Trimmed |
| 21 | AAPL | APPLE INC | $4.4M | 1.53% | 15,333 | Added |
| 22 | GCOR | GOLDMAN SACHS ETF TR | $4.4M | 1.53% | 107,765 | Trimmed |
| 23 | IEMG | ISHARES INC | $4.3M | 1.48% | 51,846 | Trimmed |
| 24 | WDC | WESTERN DIGITAL CORP | $4.3M | 1.48% | 6,747 | Added |
| 25 | SNDK | SANDISK CORP | $4.2M | 1.44% | 1,843 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR