LifePlan Financial, LLC — 13F holdings

LifePlan Financial, LLC reported 91 holdings worth $141M in its 13F filing for Q3 2026, filed October 13, 2026.

Largest positions

  1. SPYG SPDR SERIES TRUST — $11.1M (7.9%)
  2. IAU ISHARES GOLD TR — $10.2M (7.2%)
  3. XLP SELECT SECTOR SPDR TR — $9.53M (6.7%)
  4. XLB SELECT SECTOR SPDR TR — $7.34M (5.2%)
  5. SWAN AMPLIFY ETF TR — $4.70M (3.3%)
  6. VGIT VANGUARD SCOTTSDALE FDS — $4.54M (3.2%)
  7. MSFT MICROSOFT CORP — $4.15M (2.9%)
  8. XLE SELECT SECTOR SPDR TR — $3.01M (2.1%)
  9. IBDT ISHARES TR — $2.92M (2.1%)
  10. IBDU ISHARES TR — $2.90M (2.1%)