LifePlan Investment Advisors, Inc. — 13F Holdings & Portfolio
CIK 2045484 · latest 13F-HR filed 2026-05-14
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$254.5M
Long-equity book
Holdings
122
Distinct positions
Period
2026-03-31
Filed 2026-05-14
Q/Q Activity
+14 / −8 / ↑42 / ↓39
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- ISHARES TR$1.7M +506.2%
- ISHARES TR$1.7M +346.7%
- ISHARES TR$1.5M +28.9%
- ISHARES TR$844.3K +23.2%
- VANGUARD MUN BD FDS$629.0K +13.6%
Top Trims
- ISHARES TR-$1.5M -38.2%
- ISHARES GOLD TR-$1.3M -22.3%
- VANGUARD INDEX FDS-$1.2M -11.7%
- ABRDN FDS-$1.2M -47.2%
- BLACKROCK ETF TRUST-$704.8K -15.4%
New Positions
- WESTERN DIGITAL CORP$1.8M
- SANDISK CORP$1.4M
- BLACKROCK ETF TRUST$1.3M
- BLACKROCK ETF TRUST$1.3M
- NEXTERA ENERGY INC$1.1M
Exited Positions
- ISHARES TR$3.2M
- ISHARES TR$784.5K
- VANGUARD SCOTTSDALE FDS$399.1K
- ISHARES TR$303.2K
- INTUIT$268.9K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | ISHARES TR | AGG | 464287226 | $11.8M | 4.65% | 119,223 | SH |
| 2 | VANGUARD INDEX FDS | VOO | 922908363 | $9.0M | 3.52% | 14,989 | SH |
| 3 | GOLDMAN SACHS ETF TR | GSUS | 381430123 | $8.8M | 3.46% | 98,277 | SH |
| 4 | VANGUARD INDEX FDS | VUG | 922908736 | $8.6M | 3.37% | 19,649 | SH |
| 5 | VANGUARD TAX-MANAGED FDS | VEA | 921943858 | $8.1M | 3.19% | 126,510 | SH |
| 6 | ISHARES TR | IVV | 464287200 | $6.8M | 2.68% | 10,460 | SH |
| 7 | VANGUARD INDEX FDS | VTV | 922908744 | $6.8M | 2.68% | 34,795 | SH |
| 8 | ISHARES TR | IAGG | 46435G672 | $6.8M | 2.66% | 135,167 | SH |
| 9 | SCHWAB STRATEGIC TR | SCHE | 808524706 | $5.8M | 2.28% | 176,357 | SH |
| 10 | VANGUARD INDEX FDS | VBR | 922908611 | $5.7M | 2.24% | 26,271 | SH |
| 11 | ISHARES TR | IUSB | 46434V613 | $5.6M | 2.18% | 120,199 | SH |
| 12 | SCHWAB STRATEGIC TR | SCHP | 808524870 | $5.5M | 2.14% | 204,939 | SH |
| 13 | VANGUARD MUN BD FDS | VTEB | 922907746 | $5.3M | 2.06% | 105,289 | SH |
| 14 | ISHARES INC | IEMG | 46434G103 | $4.8M | 1.88% | 68,541 | SH |
| 15 | SCHWAB STRATEGIC TR | SCHF | 808524805 | $4.6M | 1.81% | 186,203 | SH |
| 16 | VANGUARD INDEX FDS | VOE | 922908512 | $4.6M | 1.80% | 24,899 | SH |
| 17 | VANGUARD INDEX FDS | VBK | 922908595 | $4.5M | 1.77% | 14,876 | SH |
| 18 | GOLDMAN SACHS ETF TR | GCOR | 38149W101 | $4.5M | 1.76% | 108,557 | SH |
| 19 | ISHARES TR | IVE | 464287408 | $4.5M | 1.76% | 21,242 | SH |
| 20 | ISHARES GOLD TR | IAU | 464285204 | $4.4M | 1.72% | 49,567 | SH |
| 21 | SCHWAB STRATEGIC TR | SCHV | 808524409 | $4.0M | 1.56% | 130,164 | SH |
| 22 | ISHARES TR | IVW | 464287309 | $3.9M | 1.55% | 34,832 | SH |
| 23 | BLACKROCK ETF TRUST | DYNF | 09290C103 | $3.9M | 1.53% | 66,711 | SH |
| 24 | VANGUARD INDEX FDS | VOT | 922908538 | $3.8M | 1.51% | 14,884 | SH |
| 25 | APPLE INC | AAPL | 037833100 | $3.8M | 1.48% | 14,825 | SH |
| 26 | GOLDMAN SACHS ETF TR | GSIE | 381430107 | $3.6M | 1.40% | 82,632 | SH |
| 27 | FIDELITY COVINGTON TRUST | FUTY | 316092865 | $3.5M | 1.38% | 59,262 | SH |
| 28 | SCHWAB STRATEGIC TR | SCHG | 808524300 | $3.4M | 1.35% | 118,155 | SH |
| 29 | ISHARES TR | HYG | 464288513 | $3.4M | 1.34% | 42,782 | SH |
| 30 | ISHARES TR | EFV | 464288877 | $3.3M | 1.32% | 45,044 | SH |
| 31 | ISHARES TR | EMB | 464288281 | $3.3M | 1.30% | 35,251 | SH |
| 32 | SCHWAB STRATEGIC TR | SCHH | 808524847 | $3.2M | 1.27% | 150,569 | SH |
| 33 | VANGUARD INTL EQUITY INDEX F | VNQI | 922042676 | $3.2M | 1.24% | 71,256 | SH |
| 34 | VANGUARD INTL EQUITY INDEX F | VWO | 922042858 | $3.0M | 1.17% | 55,171 | SH |
| 35 | GOLDMAN SACHS ETF TR | GSLC | 381430503 | $3.0M | 1.17% | 23,733 | SH |
| 36 | NVIDIA CORPORATION | NVDA | 67066G104 | $2.7M | 1.04% | 15,233 | SH |
| 37 | ISHARES TR | QUAL | 46432F339 | $2.5M | 0.98% | 12,948 | SH |
| 38 | ISHARES TR | EFG | 464288885 | $2.2M | 0.86% | 19,657 | SH |
| 39 | VANGUARD CHARLOTTE FDS | BNDX | 92203J407 | $2.2M | 0.85% | 45,200 | SH |
| 40 | VANGUARD BD INDEX FDS | BSV | 921937827 | $2.1M | 0.82% | 26,468 | SH |
| 41 | ISHARES TR | GOVT | 46429B267 | $2.1M | 0.81% | 89,772 | SH |
| 42 | ISHARES TR | MBB | 464288588 | $2.0M | 0.80% | 21,330 | SH |
| 43 | ISHARES TR | MUB | 464288414 | $1.9M | 0.76% | 18,339 | SH |
| 44 | VANGUARD INDEX FDS | VB | 922908751 | $1.9M | 0.75% | 7,309 | SH |
| 45 | ISHARES TR | TLH | 464288653 | $1.8M | 0.72% | 18,267 | SH |
| 46 | WESTERN DIGITAL CORP | WDC | 958102105 | $1.8M | 0.72% | 6,738 | SH |
| 47 | BLACKROCK ETF TRUST | BAI | 09290C780 | $1.8M | 0.71% | 55,080 | SH |
| 48 | ISHARES TR | MTUM | 46432F396 | $1.8M | 0.71% | 7,534 | SH |
| 49 | BLACKROCK ETF TRUST | THRO | 09290C806 | $1.8M | 0.70% | 48,959 | SH |
| 50 | ISHARES TR | IDEV | 46435G326 | $1.5M | 0.61% | 18,494 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-14 | $254.5M | 122 | 0001214659-26-006150 |
| 2025-12-31 | 2026-02-09 | $245.5M | 116 | 0001214659-26-001314 |
| 2025-09-30 | 2025-11-13 | $238.4M | 117 | 0001214659-25-016403 |