Holders — by stockHoldings — by fund
LifePlan Investment Advisors, Inc.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002045484
$290.5M
disclosed book value
131
positions
4.5%
largest position share
Positions, as of 2026-06-30
top 100 of 131 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | IVVISHARES TR | 17,403 | $13.0M | 4.5% |
| 2 | AGGISHARES TR | 119,048 | $11.8M | 4.1% |
| 3 | VOOVANGUARD INDEX FDS | 15,449 | $10.6M | 3.7% |
| 4 | VUGVANGUARD INDEX FDS | 122,424 | $10.5M | 3.6% |
| 5 | GSUSGOLDMAN SACHS ETF TR | 94,978 | $9.8M | 3.4% |
| 6 | VEAVANGUARD TAX-MANAGED FDS | 135,731 | $9.7M | 3.3% |
| 7 | IUSBISHARES TR | 175,803 | $8.1M | 2.8% |
| 8 | VTVVANGUARD INDEX FDS | 36,033 | $7.9M | 2.7% |
| 9 | VBRVANGUARD INDEX FDS | 25,925 | $6.3M | 2.2% |
| 10 | SCHESCHWAB STRATEGIC TR | 173,074 | $6.3M | 2.2% |
| 11 | VBKVANGUARD INDEX FDS | 14,562 | $5.3M | 1.8% |
| 12 | IAGGISHARES TR | 104,740 | $5.3M | 1.8% |
| 13 | SCHPSCHWAB STRATEGIC TR | 196,586 | $5.2M | 1.8% |
| 14 | SCHFSCHWAB STRATEGIC TR | 182,499 | $5.1M | 1.7% |
| 15 | VOEVANGUARD INDEX FDS | 24,692 | $4.9M | 1.7% |
| 16 | VTEBVANGUARD MUN BD FDS | 92,314 | $4.7M | 1.6% |
| 17 | IVWISHARES TR | 33,691 | $4.6M | 1.6% |
| 18 | DYNFBLACKROCK ETF TRUST | 67,964 | $4.6M | 1.6% |
| 19 | VOTVANGUARD INDEX FDS | 14,701 | $4.5M | 1.6% |
| 20 | SCHVSCHWAB STRATEGIC TR | 129,069 | $4.5M | 1.5% |
| 21 | AAPLAPPLE INC | 15,333 | $4.4M | 1.5% |
| 22 | GCORGOLDMAN SACHS ETF TR | 107,765 | $4.4M | 1.5% |
| 23 | WDCWESTERN DIGITAL CORP | 6,747 | $4.3M | 1.5% |
| 24 | IEMGISHARES INC | 51,846 | $4.3M | 1.5% |
| 25 | SNDKSANDISK CORP | 1,843 | $4.2M | 1.4% |
| 26 | SCHGSCHWAB STRATEGIC TR | 117,166 | $4.0M | 1.4% |
| 27 | GSIEGOLDMAN SACHS ETF TR | 84,703 | $3.9M | 1.3% |
| 28 | IAUISHARES GOLD TR | 50,998 | $3.9M | 1.3% |
| 29 | IVEISHARES TR | 16,913 | $3.8M | 1.3% |
| 30 | SCHHSCHWAB STRATEGIC TR | 149,269 | $3.5M | 1.2% |
| 31 | FUTYFIDELITY COVINGTON TRUST | 59,173 | $3.5M | 1.2% |
| 32 | VWOVANGUARD INTL EQUITY INDEX F | 57,400 | $3.4M | 1.2% |
| 33 | HYGISHARES TR | 42,769 | $3.4M | 1.2% |
| 34 | EMBISHARES TR | 35,216 | $3.4M | 1.2% |
| 35 | VNQIVANGUARD INTL EQUITY INDEX F | 71,578 | $3.2M | 1.1% |
| 36 | GSLCGOLDMAN SACHS ETF TR | 21,266 | $3.0M | 1% |
| 37 | NVDANVIDIA CORPORATION | 15,015 | $3.0M | 1% |
| 38 | GOVTISHARES TR | 123,180 | $2.8M | 1% |
| 39 | EFGISHARES TR | 20,936 | $2.6M | 0.9% |
| 40 | MBBISHARES TR | 27,229 | $2.6M | 0.9% |
| 41 | VBVANGUARD INDEX FDS | 7,611 | $2.3M | 0.8% |
| 42 | BAIBLACKROCK ETF TRUST | 42,949 | $2.3M | 0.8% |
| 43 | MUBISHARES TR | 21,028 | $2.3M | 0.8% |
| 44 | BNDXVANGUARD CHARLOTTE FDS | 45,913 | $2.2M | 0.8% |
| 45 | BSVVANGUARD BD INDEX FDS | 26,777 | $2.1M | 0.7% |
| 46 | TXNTEXAS INSTRS INC | 6,643 | $2.0M | 0.7% |
| 47 | MTUMISHARES TR | 5,464 | $1.9M | 0.6% |
| 48 | BLCRBLACKROCK ETF TRUST | 35,252 | $1.8M | 0.6% |
| 49 | IBMINTERNATIONAL BUSINESS MACHS | 6,045 | $1.7M | 0.6% |
| 50 | TLHISHARES TR | 16,866 | $1.7M | 0.6% |
| 51 | EFVISHARES TR | 21,008 | $1.6M | 0.6% |
| 52 | GEGE AEROSPACE | 4,303 | $1.6M | 0.6% |
| 53 | COROBLACKROCK ETF TRUST | 42,893 | $1.6M | 0.5% |
| 54 | AGEMABRDN FDS | 31,639 | $1.6M | 0.5% |
| 55 | IDEVISHARES TR | 17,124 | $1.5M | 0.5% |
| 56 | IDEFBLACKROCK ETF TRUST | 46,825 | $1.5M | 0.5% |
| 57 | IALTBLACKROCK ETF TRUST | 51,199 | $1.4M | 0.5% |
| 58 | GEMGOLDMAN SACHS ETF TR | 27,567 | $1.4M | 0.5% |
| 59 | GGUSGOLDMAN SACHS ETF TR | 20,116 | $1.4M | 0.5% |
| 60 | THROBLACKROCK ETF TRUST | 31,549 | $1.4M | 0.5% |
| 61 | MSFTMICROSOFT CORP | 3,557 | $1.3M | 0.5% |
| 62 | GIGBGOLDMAN SACHS ETF TR | 27,327 | $1.3M | 0.4% |
| 63 | AMZNAMAZON COM INC | 5,029 | $1.2M | 0.4% |
| 64 | JPMJPMORGAN CHASE & CO | 3,630 | $1.2M | 0.4% |
| 65 | GSIDGOLDMAN SACHS ETF TR | 15,542 | $1.2M | 0.4% |
| 66 | GEVGE VERNOVA INC | 970 | $1.1M | 0.4% |
| 67 | EAGGISHARES TR | 23,199 | $1.1M | 0.4% |
| 68 | LCTUBLACKROCK ETF TRUST | 13,448 | $1.1M | 0.4% |
| 69 | NEENEXTERA ENERGY INC | 11,969 | $1.1M | 0.4% |
| 70 | VMBSVANGUARD SCOTTSDALE FDS | 22,052 | $1.0M | 0.4% |
| 71 | GOOGLALPHABET INC | 2,885 | $1.0M | 0.4% |
| 72 | BIVVANGUARD BD INDEX FDS | 13,032 | $999,535 | 0.3% |
| 73 | BLVVANGUARD BD INDEX FDS | 13,910 | $958,805 | 0.3% |
| 74 | ESGUISHARES TR | 5,498 | $899,888 | 0.3% |
| 75 | JNJJOHNSON & JOHNSON | 3,420 | $868,490 | 0.3% |
| 76 | GSSCGOLDMAN SACHS ETF TR | 9,498 | $866,763 | 0.3% |
| 77 | LMUBISHARES TR | 16,787 | $859,830 | 0.3% |
| 78 | QUALISHARES TR | 3,849 | $844,512 | 0.3% |
| 79 | DSIISHARES TR | 5,535 | $788,095 | 0.3% |
| 80 | SUSCISHARES TR | 33,753 | $781,419 | 0.3% |
| 81 | AVGOBROADCOM INC | 2,053 | $775,500 | 0.3% |
| 82 | EXMOCEXXON MOBIL CORP | 5,621 | $768,516 | 0.3% |
| 83 | ABBVABBVIE INC | 3,021 | $760,174 | 0.3% |
| 84 | BINCBLACKROCK ETF TRUST II | 13,197 | $690,736 | 0.2% |
| 85 | AMDADVANCED MICRO DEVICES INC | 1,180 | $685,474 | 0.2% |
| 86 | SFLRINNOVATOR ETFS TRUST | 16,001 | $617,319 | 0.2% |
| 87 | SPTLSPDR SERIES TRUST | 23,067 | $605,036 | 0.2% |
| 88 | USXFISHARES TR | 8,405 | $583,714 | 0.2% |
| 89 | TSLATESLA INC | 1,369 | $575,801 | 0.2% |
| 90 | GTIPGOLDMAN SACHS ETF TR | 11,200 | $547,120 | 0.2% |
| 91 | METAMETA PLATFORMS INC | 959 | $540,313 | 0.2% |
| 92 | IWYISHARES TR | 1,802 | $523,697 | 0.2% |
| 93 | SYSBISHARES TR | 5,878 | $521,515 | 0.2% |
| 94 | SCNMSTERLING CAP FDS | 20,521 | $516,204 | 0.2% |
| 95 | COSTCOSTCO WHOLESALE CORPORATION | 527 | $492,906 | 0.2% |
| 96 | WMTWALMART INC | 4,296 | $486,565 | 0.2% |
| 97 | LLYELI LILLY & CO | 405 | $485,451 | 0.2% |
| 98 | DUKDUKE ENERGY CORP NEW | 3,710 | $469,612 | 0.2% |
| 99 | VTIPVANGUARD MALVERN FDS | 9,078 | $455,990 | 0.2% |
| 100 | IWPISHARES TR | 3,086 | $451,821 | 0.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.